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Alma: To Have and To Hold Cecilia Genereux University of Minnesota Libraries

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Presentation on theme: "Alma: To Have and To Hold Cecilia Genereux University of Minnesota Libraries"— Presentation transcript:

1 Alma: To Have and To Hold Cecilia Genereux University of Minnesota Libraries

2 Generally our holdings data transferred smoothly and correctly There were two main areas of concern with moving to Alma: –Aleph LKR fields –Publication patterns and predictive check-in

3 Aleph LKR, aka “Linker” LKR field is a non-MARC field Used to link bibliographic records -bound withs -analyzed serials and series that are classed together -each record has its own holdings record; analyzed record referred to the serial/series record with volume number to indicate the item represented

4 Series: Advances in Biochemical Engineering/Biotechnology Analytic title: Biotechnology of Hairy Root Systems (no. 134) Series: Patrologia Orientalis Analytic title: Vie et miracles de Samuel de Waldebba (t. 53, fasc. 1=no. 235) Series: Special Papers in Paleontology Analytic title: Devonian spore assemblages from northwestern Gondwana: taxonomy and biostratigraphy (no. 89)

5 Analyzed Title $$a = type of LKR field $$b = ADM number $$v = enum. a $$i = enum. b

6 Aleph Host Record Holdings Subfield x code indicating this is an analyzed set/series.

7 Analyzed Volume Holdings Subfield x code indicating this is an analyzed vol.

8 LKR Fields Added Retrospectively We added LKRs to records in prominent series, specifically identified analytic-dense class ranges, and to currently received series. With nearly 4800 host records, the addition of LKRs to their analyzed components was a significant investment of time and effort for the benefit of our users.

9 Migrating LKRs to Alma LKRs in Aleph served an important purpose – providing real-time item availability for analyzed titles. Users and public services staff relied on that service. Losing that in migration wasn’t an option.

10 Migrating LKRs to Alma: Questions How would nonstandard LKR fields migrate? How would they work in the Alma/Primo environment, without a traditional web OPAC?

11 Test Migration: It works! (mostly) Real-time availability in Alma/Primo happens via direct query of Alma

12 LKR converted to 773 field Holdings for series record

13 Holdings info for series Item availability for analyzed title

14 LKR converted to 773 field Holdings for series record

15 Series and volume numbering prominently displayed Item availability filtered only by 1st level of enumeration

16 Workflow Changes Aleph: Could check results of LKR immediately in Aleph OPAC Alma: Must wait for a scheduled job and Primo publishing to run before seeing whether the 773 is working (overnight, best case scenario). Student staff could add/verify LKR as part of record preparation; in Alma not currently a comfortable option.

17 We’re Live! University of Minnesota went live on Alma Dec. 26, What we discovered after we went live…

18 Problems Identified after Go-Live “We have. Why does Primo say we don’t own it?” Holdings and item for another location on the analytic record cause the 773 link to fail 773 links are not always generated dispite having a correctly formatted 773

19 Alma View Holdings 1: Non- analytic copy Holdings 2: analytic copy (no item) Properly constructed 773, but failed

20 Primo Display

21 773 fields pointing to items in suppressed locations displayed in Primo Migrated 773 fields dependent on retention of Aleph ID in 035 field of record for series Problems Identified after Go-Live, cont’d

22 Publication Patterns Quicker arrival of materials Reduced training needs for serials check-in students and new serials acquisitions staff Allowed for predictive claiming uniformity of item description / fewer errors

23 Aleph: Fields Used LDR, to indicate cataloged, updated, deleted & LHR sent to OCLC S63 used to indicate where to start semi-automatic generation of summary statements, /85X

24 Alma Implementation Ex Libris not intending to add predictive check-in to Alma Month before our go-live learned that Predictive check-in would be added in 1-2 years Decision: migrate our pattern data and implement predictive check-in when available

25 Publication Pattern Fields Alma holdings allow for use of paired fields (853/863, 854/864, 855/865) How they work: -Turn on a normalization process -Code the paired fields, save the record -Use the drop down menu, select the rule to invoke, Alma adds the corresponding 86X field

26 Predictive Check-In Jan release - predictive check-in available in Alma Requires use of 85X fields & a form (invoked from a menu option). Items can be viewed and rolled out

27 Setting Up Predicted Items

28 Predicted Items in Primo

29 Thank you for your attention!

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