Transcript Items

Items
14.2 Seminar
5 March 2001
2
14.2 Seminar
Session Agenda
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Item record - structural changes
Call No. Filing
Item sorting routines
Item Form
BIB Record Update
Pull-down Menus
Circulation Summary
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14.2 Seminar
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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14.2 Seminar
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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14.2 Seminar
Item Record Change
• The system does not allow gaps between
enumeration and chronology levels.
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14.2 Seminar
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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14.2 Seminar
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-CALL-NO-KEY and
Z30-CALL-NO-2-KEY).
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14.2 Seminar
Call Number Filing
tab_filing_call_no - structure
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14.2 Seminar
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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14.2 Seminar
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
shelf
$$kX0$$h1235$$i.36$$mBottom
Z30_CALL_NO_KEY
-----------------------------------
0 x0 1235 36 bottom shelf
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14.2 Seminar
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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14.2 Seminar
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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14.2 Seminar
Filing Call Numbers - Usage
Items call number interfaces 4/5 will use
Z30_CALL_NUMBER_KEY for BROWSE.
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14.2 Seminar
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Relationship Between Holdings Record
and Item Record
• There is a new (optional) functionality which
allows you to link items to a holdings record.
• The link enables the system to update
automatically the location of items from the
holdings record (which is the “master” record).
• An item can be flagged as having a temporary
location (e.g., for course reserves), which will
not be overridden by the holdings record.
• The link also enables the system to automatically
create summary holdings for individual items.
Items
14.2 Seminar
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Relationship Between Holdings Record
and Item Record
• The holdings record number is a secondary
key in the item record. This means that items
are linked to both the Administrative record and
the Holdings record.
BIB
HOL
ADM
Items
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14.2 Seminar
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Relationship Between Holdings Record
and Item Record
• For serials there is an additional
record: the Subscription Record.
The subscription record is also linked
to a holdings record.
When items are created as part of
serials control, the holdings record to
which the item record is linked
defaults to the holdings record to
which the subscription is linked.
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14.2 Seminar
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Relationship Between Holdings Record
and Item Record
• HOL record number is contained in the
following fields:
Z30-HOL-DOC-NUMBER
Z16-HOL-DOC-NUMBER
• If the library chooses not to use the HOL items link functionality, the fields will
remain blank.
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Relationship Between Holdings Record
and Item Record
• Temporary location switch is stored in
the field Z30-TEMP-LOCATION.
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Relationship Between Holdings Record
and Item Record
• More details in the ALEPH document:
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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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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:
Items
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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14.2 Seminar
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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14.2 Seminar
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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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14.2 Seminar
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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14.2 Seminar
Z30-PRICE
• Previously, the item price (Z30-PRICE) was created
when automatic item creation was executed for a new
order of type "M".
The Z30-PRICE was the order's estimated local price
divided by the number of units ordered (Z68-E-LOCALPRICE/Z68-NO-UNITS).
• A new step has been added. Now, when the order is
closed (CLS), the Z30-PRICE for items which match in
their Z30-ORDER-NUMBER is calculated again by:
All invoices assigned to this order are divided by the
number of items relevant by Z30-ORDER-NUMBER.
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14.2 Seminar
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Item Pull-down Menus Sub-library Sensitivity
The following entries were moved from
pc_tab_exp_field.eng 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
INVENTORY-NUMBER UELEC L Primary
?inventory-number
INVENTORY-NUMBER UELEC L Secondary ?inventory-number-2
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14.2 Seminar
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.
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.
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14.2 Seminar
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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14.2 Seminar
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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14.2 Seminar
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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14.2 Seminar
Item Label Parsing Routines
Examples of parsing routines:
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Item Label Parsing Routines
More details in the ALEPH Document:
Items