Transcript Serials

Serials
12.3 - 14.2 Upgrade
Session Outline
1. General overview, then
2. Changes to the Publication
Schedule fields
3. Multiple 853
4. Import/Export Publication
Schedule data
5. SICI code
6. Subscription Renewal
7. ABLE Bindery Interface
8. Item changes
9. Future developments (15.x)
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Serials Upgrade 12.3 – 14.2
General Features
12.3 – 14.2 Upgrade
UNICODE ALEPH
• Data (bibliographic + administrative) is
stored in UTF-8
• GUI client is UNICODE compatible
• No need for character conversion for
input and display
• ALPHA loses most of its meaning
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Serials Upgrade 12.3 – 14.2
All Modules - New Features
• New Window design
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Serials Upgrade 12.3 – 14.2
All Modules - New Features
• Transaction log
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Serials Upgrade 12.3 – 14.2
Navigation Window
The OPAC navigation window is now
multi BIB. A user can add a new BIB to
the window by clicking the “Add to Nav
Map” button in the Full window.
Two extra buttons were added to the
Nav Map window:
• Remove BIB
• Delete BIB
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Serials Upgrade 12.3 – 14.2
Navigation Window
The new architecture of the navigation
window provides tools for catalog
deduplication.
You can now “drag & drop” items,
orders or subscriptions from one ADM
record to another.
For example, you might do this when
you need to move orders from
duplicate BIB records.
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Serials Upgrade 12.3 – 14.2
Navigation Window
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Navigation Window
Associated records are also moved. For
example, when moving an order,
items linked to this order are moved
as well.
Loans, hold requests and photocopy
requests are moved together with the
items.
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Serials Upgrade 12.3 – 14.2
Navigation Window
Delete bib allows you to remove
bibliographic records after
deduplication.
This function passes all cataloging
checks and password controls.
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Serials Upgrade 12.3 – 14.2
Retrieval - New Features
• Get function has disappeared
• Direct index (z11) still exists
• Possible ways of retrieval are:
Find by direct
and
Browse by direct
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Serials Upgrade 12.3 – 14.2
When in doubt...
Right click!
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Serials Upgrade 12.3 – 14.2
Serials Developments
12.3 - 14.2 Upgrade
863 Becomes 853X
The ALEPH 863 field is now called the
853X field.
The ALEPH 863 field differed significantly
from its USMARC namesake;
therefore it was given a new name to
avoid confusion.
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Serials Upgrade 12.3 – 14.2
Increasing Number of Levels of
Enumeration/Chronology
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• Primary levels of enumeration have
been increased from 4 to 6; secondary
(alternative) levels of enumeration have
been increased from 1 to 2; levels of
chronology have been increased from 3
to 4.
• The structure of z30/z17/z103 was
changed accordingly.
• ALEPH now supports all MARC21 levels
of enumeration and chronology.
Serials Upgrade 12.3 – 14.2
Increasing Number of Levels of
Enumeration/Chronology
All levels of enumeration and
chronology are copied from the z17
(issue) to the z30 (item) when the
z30 (item) is created (during serials
check-in, for example).
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Serials Upgrade 12.3 – 14.2
Multiple 853 Fields
Change #3: It is now possible to have
multiple 853 fields in the ALEPH ADM
record to record multiple publication
patterns.
Sub-field 8 in the 853 field tells the
system when to begin the new publication
pattern.
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Serials Upgrade 12.3 – 14.2
Multiple 853 Fields
Let's look at an example of a
monthly publication that begins
with Vol. 1, no. 1 (1999:Jan.) and
becomes a quarterly beginning
with Vol. 2, issue 1 (2000:Jan.).
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Multiple 853 Fields
The 853 and 853X fields for the first
publication pattern (monthly) will be:
853 $a Vol. $b no. $u 12 $v r $i ((year): $j
(month)) $w m
853X $a 1 $b 1 $i 1999 $j 1 $3 19990101
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Serials Upgrade 12.3 – 14.2
Multiple 853 Fields
After the first cycle has been opened, the
system will increment $a, $i, and $3 in
the 853X field as follows:
853 $a Vol. $b no. $u 12 $v r $i ((year): $j
(month)) $w m
853X $a 2 $b 1 $i 2000 $j 1 $3 20000101
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Serials Upgrade 12.3 – 14.2
Multiple 853 Fields
A second 853 field can now be added to
the ADM record for the second publication
pattern (quarterly):
853 $a Vol. $b no. $u 12 $v r $i ((year): $j
(month)) $w m
853X $a 2 $b 1 $i 2000 $j 1 $3 20000101
853 $a Vol. $b issue $u 4 $v r $i ((year): $j
(month)) $w q $8 2
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Multiple 853 Fields
Note the $8 in the second 853 field, which
tells the system that the second pattern
begins with Vol. 2.
853 $a Vol. $b no. $u 12 $v r $i ((year): $j
(month)) $w m
853X $a 2 $b 1 $i 2000 $j 1 $3 20000101
853 $a Vol. $b issue $u 4 $v r $i ((year): $j
(month)) $w q $8 2
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Multiple 853 Fields
Also note that certain changes in the
publication pattern will require
modifications to the 853X field:
853 $a Vol. $b no. $u 12 $v r $i ((year): $j
(month)) $w m
853X $a 2 $b 1 $i 2000 $j 24 $3 20000101
853 $a Vol. $b issue $u 4 $v r $i ((year): $j
(season)) $w q $8 2
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Serials Upgrade 12.3 – 14.2
SICI Check-in I
It is possible to use the issue’s SICI
barcode during ‘Fast Check-in’.
SICI replaces the SIID code.
SICI is available as one of the Search
keywords to be scanned in when
you try to find the correct issue to
check in.
14.2
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Serials Upgrade 12.3 – 14.2
SICI Check-in II
The system will try to match the
scanned SICI barcode with data in
the Issue records (Z17):
ISSN
Chronology
Enumeration
14.2
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Serials Upgrade 12.3 – 14.2
SICI Check-in III
If there is a match, check-in will be
performed.
When there is more than one
subscription, a window will open
listing all items expected for this
issue.
14.2
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Serials Upgrade 12.3 – 14.2
Fast Check-in Item Select
When more than one item is
expected, a new window will allow
selection of specific items for checkin.
14.2
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New Counters in Z17 (Issue)
Z17-NO-OPENED-ITEMS
Z17-NO-ARRIVED-ITEMS
These are affected by the following
actions:
• Open All (incl. batch opening)
• Arrive
• UnArrive
14.2
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Serials Upgrade 12.3 – 14.2
Arrived Issues – New Batch
The new batch, b-serial-16, records
the number of issues arrived for each
serial title, within a specified time
frame:
Journal of Happiness
Review of Melancholia
Spirituality Now
…
Total number of issues
4
8
2
14
14.2
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Serials Upgrade 12.3 – 14.2
Serial pattern changes
Rep_change #001441 (patch 2)
Description: serial - allow alphanumeric
values in enum-b and c in prediction
patterns
This fix allows single alpha values in enum
b and c. The number of issues in each
level cannot exceed 26 (a-z).
14.2
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Serials Upgrade 12.3 – 14.2
Module changes
• Item list: temporary location is indicated
with a  in the display
• Publication Schedule: the list is now
unlimited (not just 110 entries)
• File menu: new choices for delete item
defaults and delete copy (subscription)
defaults
• Serial checkin: the highlight is always on
the next expected issue
14.2
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Serials Upgrade 12.3 – 14.2
Permissions changes
• Get, update, and delete subscriptions is
now sub-library sensitive
• “Fast checkin” of issues now has the same
permissions as Item List checkin
• “Retrieve list of HOL records” is now a
user privilege
14.2
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Templates and Forms
“Location” has been replaced by “Call
Number”
14.2
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ABLE Bindery Interface
1. Allow Z39.50 access of data from ALEPH
to ABLE. The retrieval of data needs to
be on the basis of the item barcode and
should include embedded holding
information.
2. Allow signaling of transfer of items to
and from the bindery. This will be on the
basis of an ALEPH service.
3. Automatic invoicing. Received shipments
from bindery also include electronic
invoice information.
14.2
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Items
Item Record Change
• In order to comply with the MARC holdings
standard, the item record (z30) has been
expanded to include six levels of
enumeration and 4 levels of chronology.
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Item Record Change
• Records changed accordingly:
Z30/Z37/Z38/Z17/Z103.
Z37/Z38/Z103 have only:
ENUMERATION-A/B/C
CHRONOLOGICAL-I/J
For ITM link the following sub-fields are used:
"y"
"v"
"p"
"i"
-->
-->
-->
-->
CHRONOLOGICAL-I
ENUMERATION-A
ENUMERATION-C
ENUMERATION-B
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Item Record Change
• The system does not allow gaps between
enumeration and chronology levels.
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Call Number Filing
Two new fields in z30 (Item record):
• Z30-CALL-NO-KEY
• Z30-CALL-NO-2-KEY
These fields contain the sort key for
the call number. The new fields are
used by the system for batch
retrieval and for sort by call number.
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Serials Upgrade 12.3 – 14.2
Call Number Filing
A new table, tab_filing_call_no, is used
for defining filing procedures for item
call numbers.
The table is used when building the
filing key for item records (Z30-CALLNO-KEY and
Z30-CALL-NO-2-KEY).
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Call Number Filing
tab_filing_call_no - structure
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Call Number Filing
tab_filing_call_no - filing procedures
- All filing procedures which are used for
creating headings also apply to filing call
numbers
- add_call_no_type. This procedure is relevant
for call numbers filing only. Add the value in
the call number type field as the first
position of Z30-CALL-NO-KEY
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Call Number Filing - Example
Tab_filing_call_number:
0 L add_call_no_type
0 L del_subfield
0 L to_blank
0 L lc_call_no
&()-[]<>?,./
Z30_CALL_NO_TYPE
Z30_CALL_NO
-----------------------------------------------------------
0
$$kX0$$h1235$$i.36$$mBottom shelf
Z30_CALL_NO_KEY
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0 x0 1235 36 bottom shelf
Serials Upgrade 12.3 – 14.2
New Batch Procedures
• Rebuilding call number index (b-item-06)
Rebuild the call number keys in the Item
records (Z30-CALL-NO-KEY and Z30CALL-NO-2-KEY).
Run the batch after changing the definition
of filing routines for items
(using table tab_filing_call_no).
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Filing Call Numbers - Usage
• Shelf Reading Report (b-item-04)
Inventory check - Based on a shelf range of items,
compares an input file of barcode numbers to the same
range of items in the system and generates a report of all
items which are missing, misshelved or loaned.
• Shelf List (b-item-05)
Shelf list - Based on a shelf range of items, checks the
library's holdings and circulation files and creates a report of
all items which should be in the shelf range.
Both services update the new field
Z30-LAST-SHELF-REPORT-DATE
(the batch run date)
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Filing Call Numbers - Usage
Items call number interfaces 4/5 will
use Z30_CALL_NUMBER_KEY for
BROWSE.
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SORTING ITEM LISTS
• The sorting order of items throughout
most modules of the system is
determined in a single table,
tab_z30_sort
in the Administrative library.
• This table includes sort options for both
issue and non-issue type items for
each module/function which includes lists
of items.
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Serials Upgrade 12.3 – 14.2
SORTING ITEM LISTS
• tab_z30_sort
Table structure:
col. 1 - Function (ex. WWW-A - WEB
OPAC, SERIAL - Serials client)
col. 2 - Sorting order for issues
(Ascending/Descending)
col. 3 - Issue sort routine
col. 4 - Sorting order for non-issues
(Ascending/Descending)
col. 5 - Non-issue sort routine
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SORTING ITEM LISTS
The following table includes the
modules/functions which are dealt
with by this table and their codes:
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SORTING ITEM LISTS
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Process Status
Automatic Update
• Automatic update of processing status is triggered
not only by changes in acquisitions, but in serials
and items as well
tab42 (controls automatic update of the processing
status) structure has been changed
•col.1 - module
•col.2 - sub-library
•col.3 - action
•col.4 - process status
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Item Process Status
• Item Process Status
There is a new utility: "Item Process Status".
This utility opens a window called "Update Item's
Process Status", where the process status and
barcode are entered.
The new feature here is the ability to change the
item process status for a group of items by
scanning in their barcodes.
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Serials Upgrade 12.3 – 14.2
Item Material Type
• There is a new material type for bound
issues: ISSBD.
The material-type is changed from ISSUE to ISSBD
after the binding process.
The bound issue will be treated as a normal issue in
all the usual functions
(SORT, DISPLAY etc.).
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Serials Upgrade 12.3 – 14.2
Item Form
Several changes have been made to the Item Form General Information Tab:
• The Order Number field gets the Order Index.
• New field: Invoice Key.
Contains: Vendor Code/Invoice No./Invoice Line
Item sequence.
• New field: Invoice Note
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Item Pull-down Menus Sub-library Sensitivity
The following entries were moved from pc_tab_exp_field
to pc_tab_exp_field_ extended.eng to allow for
sensitivity to sub-library:
INVENTORY-NUMBER
ITEM-LOCATION
ITEM-LOCATION-2
LOCATION-GR
LOCATION-USIG
LOCATION-PREFIX
LOCATION-SUFFIX
LOCATION-SOURCE
INVENTORY-NUMBER UARCV L Primary
?inventory-number
INVENTORY-NUMBER UARCV L Secondary ?inventory-number-2
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INVENTORY-NUMBER UELEC L Primary
?inventory-number
Serials Upgrade
12.3 – 14.2
INVENTORY-NUMBER UELEC L Secondary
?inventory-number-2
Statistics Field Handling
• Three types of editing modes available for statistics can be
defined in alephcom.ini in the ExpandField section:
ItemStatisticField=3
SerialItemStatisticField=3
ItemStatisticDelimiter=/
This section defines the window that opens when the arrow
next to the Statistic field that appears on the second tab of the
Item Form in the Acquisition, Items and Serials modules is
clicked.
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1 - No arrow on field.
2 - Opens pc_tab_expand_field menu.
3 - Opens special 4-part form, each part of which can have a
pc_tab_expand_field menu. The parts are separated by the
delimiter defined in ItemStatisticDelimiter.
Serials Upgrade 12.3 – 14.2
Item History
• A new switch has been added to tab10 to
define whether or not the system will
create Z30H item history records to keep
track of changes made to the Z30 Item
record.
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Serials Upgrade 12.3 – 14.2
Item Label Printing
Print Item Labels (b-item-03)
•This function takes an input file of
document numbers and creates various
kinds of labels, according to the user's
specifications.
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Item Label Parsing Routines
It is now possible to parse (split apart) the call number
and item description when generating item labels.
There is a new table in ADM library, tab_label_parse,
which specifies the appropriate routines.
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Item Label Parsing Routines
Examples of parsing routines:
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Item Label Parsing Routines
More details in the ALEPH Document:
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