AdminLili Daie
(Product Manager, Ex Libris)
My feedback
3 results found
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54 votes
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128 votes
We would like to better understand the needs and workflows here.
Is the common scenario that required adding multiple items adding them to multiple holdings and/or titles? If so, how would a job determine which title & holdings to add which items to, in such a use case?
We are considering an alternative workflow, using the planned item templates: When adding an item from a template to a holdings record, it will be possible to specify the number of items to add to it using that template, and so create multiple items pre-populated with the template data. Would this be a good solution for the common needs for creating multiple items?
An error occurred while saving the comment Thank you for the detailed response!
I would like to point out that the import profile route is far less complex now, as:
1. You can load an Excel file (so no need to edit in MarcEdit etc.).
2. Most of the item information you mentioned (item policy, notes, etc.) can be mapped from the incoming file - so a single import profile can be used to create various items as needed. Material type is indeed set, so if you would like to import items with a different material type that would require its own import profile (meaning you can set up one import profile per material type you need to import, which you could then use whenever you need to create items of that material type in bulk).
3. If you create a merge rule that only keeps the local record's fields, you don't need to create a set and export it, you mostly need the basic data of the record you want to create items for, in order to match on (plus the item information you want to map into the newly created items). That rule can be used in all relevant import profiles.
The import profile capabilities were enhanced considerably over the past few years, so it might be worth checking out in your SB.An error occurred while saving the comment Thank you very much for these use case examples!
May I please ask, when needing to add items to a set of titles, why not use an import profile to let you create these items? The repository import profile can create items, mapping information such as library, locations, barcode, etc. from the incoming file, and a merge rule can be used to prevent changed to the bib record itself. For more information on this option, please see:
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/015_Managing_Physical_Resources#Creating_and_Updating_Items_in_Bulk
https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/020Managing_Import_Profiles#Creating.2FEditing_an_Import_Profile:_Inventory_InformationIt would be helpful to understand what doesn't suit your needs in the existing option, to better understand the need here.
Thanks! -
21 votes
An error occurred while saving the comment As part of NERS #7948, Add “Not contains” or “Not equals” to Alma Titles and Inventory Search Indexes Where "Contains" or "Equals" Currently Exist, we will be adding not operators as the comment below suggests.
Please note that, since Alma offers combined enriched bibliographic and inventory search index, and it is possible to search titles by inventory information, the behavior of queries which retrieve bibliographic titles using inventory indexes with NOT operators will be as follows: When searching with a lower-level index "not contains" or "not equals", the search will retrieve all results where one or more inventory entities match the query. For example, searching for titles with location "not equals" library A will retrieve a title with items in both library B and library A, as there is an item that matched the search query.
This behavior was agreed upon with the NERS representatives.
This request is included in this idea, and we will therefore merge these ideas together: https://ideas.exlibrisgroup.com/forums/308173/suggestions/38080882