Items 12.3 to 14.2 Seminar

14.2 Seminar Items 2 Session Agenda Item Record - structural changes Item Form Call No. Filing Item Sorting routines Item Label Item History Circulation Summary User Authorizations Quick Cataloging BIB Record Update

14.2 Seminar Items 3 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.

14.2 Seminar Items 4 Item Record Conversion: Z30-YEAR --> Z30-CHRONOLOGICAL-I Z30-VOLUME --> Z30-ENUMERATION-A Z30-ISSUE-NUMBER--> Z30-ENUMERATION-B Z30-PART --> Z30-ENUMERATION-C For links (LKR) of types ITM, the following sub- fields are used: y ----> CHRONOLOGICAL-I v ----> ENUMERATION-A p ----> ENUMERATION-C i ----> ENUMERATION-B Records changed: Z30/Z37/Z38/Z17/Z103.

14.2 Seminar Items 5 Item Form Changes

14.2 Seminar Items 6 Item Form Several changes to the Item Form: Order Number field retrieves the Order Index. Invoice Key (new field) Contains: Vendor Code, Invoice No., Invoice Line Item sequence. Invoice Note (new field). Price is recalculated after the order is closed. Statistics Field (new field) Three types of statistics models defined by pc_tab_exp_field. Item Pull-Down Menus (new table) pc_tab_exp_field_extended.eng by sub-library Process status – automatic update controlled by tab42. – utility to change status for a group of items ISSBD new material type for for bound issues

14.2 Seminar Items 7 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

14.2 Seminar Items 8 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 sort and filing keys and for batch retrieval. (Z30- CALL-NO-KEY and Z30-CALL-NO-2-KEY)..

14.2 Seminar Items 9 Call Number Filing tab_filing_call_no - structure

14.2 Seminar Items 10 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

14.2 Seminar Items 11 New Batch Procedures Rebuilding call number index (b-item-06) Rebuild the call number keys in the Item records (Z30-CALL-NO-KEY and Z30- CALL-NO-2-KEY). Run the batch after changing the definition of filing routines for items (using table tab_filing_call_no).

14.2 Seminar Items 12 Filing Call Numbers 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, mishelved 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)

14.2 Seminar Items 13 Filing Call Numbers Items call number interfaces 4/5 will use Z30_CALL_NUMBER_KEY for Shelf list BROWSE.

14.2 Seminar Items 14 Item Sort Order The item sort order can now be set from GUI. The entries are no longer hard coded. The codes are entered in ITEM-SORT-TYPE, SERIAL-SORT- TYPE and LOAN-SORT-TYPE of pc_tab_exp_field. For example: ITEM-SORT-TYPE ENG L Vol../Desc./Library/Collect. ITEM-0 ITEM-SORT-TYPE ENG L Vol../Desc./Library ITEM-1 ITEM-SORT-TYPE ENG L Vol/Year/Part/Library ITEM-2 ITEM-SORT-TYPE ENG L Description/Library/Status ITEM-3 ITEM-SORT-TYPE ENG L Hol/Desc./Library/Collect. ITEM-4

14.2 Seminar Items 15 Item Sort Order The code definitions for sort options are entered in tab_z30_sort of the ADM library, using the entries "ITEM" and "SERIAL": For example: ITEM-0 A 00 D 00 ITEM-1 A 00 D 01 ITEM-2 A 00 D 02 ITEM-3 A 00 D 03 ITEM-4 A 00 D 04

14.2 Seminar Items 16 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

14.2 Seminar Items 17 SORTING ITEM LISTS The following table includes the modules/functions which are dealt with by this table and their codes:

14.2 Seminar Items 18 SORTING ITEM LISTS

14.2 Seminar Items 19 Item Label tab_label_parse New table in ADM library. tab_label_parse specifies the routines used to parse (split apart) the call number and item description when generating item labels. This table enables parsing procedures according to different standards.

14.2 Seminar Items 20 Item Label Parsing Routines New item description parsing routines have been added for use in tab_label_parse which specify how to split the call number and item description when generating item labels: parse_desc_semi_no_parens parse_desc_niso_8 parse_call_no_lc_2 parse_call_no_lc_3

14.2 Seminar Items 21 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.

14.2 Seminar Items 22 Item Label Printing Print Item Labels (b-item-03) From the Utility menu this function takes an input file of document numbers and creates various kinds of labels, according to the user's specifications.

14.2 Seminar Items 23 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.

14.2 Seminar Items 24 Circulation Summary This is a new button in the Item List. The Circulation Summary button displays the Item Summary window. The window’s format is derived from tab_item_summary.lng

14.2 Seminar Items 25 User Authorization New ITEMS authorizations in user_function.lng: ITEM-LINK-HOL For linking item to HOL record ITEM-UNLINK-HOL For unlinking item from HOL record GET-HOL-LIST For retrieving HOL record list

14.2 Seminar Items 26 Quick Cataloging in Items This option is accessible via GUI ITEMS/ Menu/ Retrieve/ Quick Catalog. This window enables you to briefly catalog a record. Once you fill in this form, the Item List will be displayed for adding new Item/s for this record.

14.2 Seminar Items 27 BIB Record Update Whenever one of the following is updated, a Z07 is created for the BIB record to be re- indexed. Z30-Description Inventory No. Call Number Type Call Number Material Sub-library Collection Item Status