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Sunnier skies in the Ex Libris Cloud: Predictive checkin in Alma Siôn Romaine ELUNA May 8, 2015
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Presentation Outline How it works How to set it up (with a template) How to create/customize prediction patterns Clouds and drizzle. Questions? Answers?
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How it works Subscription interval field from POL + 853 field from holdings record + Next predicted item’s information box from holdings record = Predicted items Three parts for one result
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Set up POL Step 1: Verify the POL subscription interval field and last received item Holdings Record MD Editor Step 2: Select (or create) the correct prediction pattern Step 3: Start the pattern with the next predicted item’s information box Holdings Record MD Editor or Repository List of Items Step 4: Add the predicted items
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Step 1: Verify subscription interval Verify Subscription interval field (Optionally) verify Claiming grace period Note latest issue received In Purchase Order Line:
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Step 2: Select prediction pattern Edit Expand from Template Pick pattern (optionally, duplicate template to create new pattern) Modify 853 as needed Pattern may overwrite existing 853 In Holdings Record MD Editor:
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Step 3: Complete Predicted Item’s Info Tools MARC 21 Holdings Next predicted item’s info or: Add enumeration/chronology for first issue Optionally, add calendar change $$x, regularity pattern $$y Add issue date Issue date = Expected receipt date, less value in Subscription interval field Example: Quarterly publication, subscription interval = 90 January 2015 issue expected on February 1, 2015 Issue date = 2014-11-02 (Feb 1, 2015 – 90 days = Nov. 2, 2014) In Holdings Record MD Editor:
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Step 4: Add predicted items Tools MARC 21 Holdings Open predicted items Review Expected Arrival Date Save to add item records; Discard to cancel or In Holdings Record MD Editor: In Repository List of Items Open predicted items Review Expected Arrival Date Save to add item records; Discard to cancel
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Demo Using a template to add a pattern & add predicted items –Journal of sport behavior –Quarterly publication
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Creating/customizing prediction patterns $$a-h: Enumeration fields v. no. pt. (or year month day) $$i-m: Chronology fields year month season day $$u: Parts per higher level # of issues in a volume $$v: Numbering continuity does numbering continue or restart? $$w: Frequency code w = weekly $$x: Calendar change when does volume increment? $$y: Specific pattern info allows refinement of regular patterns Captions/Prediction pattern subfields:
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Creating/customizing prediction patterns Journal of school leadership –Bimonthly, with Jan and March 2015 already received –$$a v. $$b no. $$i (year) $$j (month) –$$u 6 6 issues per volume –$$v r Issue numbering restarts with each new volume –$$w b Bimonthly –$$x 01 Volume increments in January Example:
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Demo Modify pattern & add predicted items –Journal of School Leadership –Bimonthly, calendar change in January
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Creating/customizing prediction patterns Journal of social, political and economic studies –Quarterly, with combined Spring/Summer issue –$$a v. $$b no. $$i (year) $$j (season) –$$u 4 4 issues per volume –$$v r Issue numbering restarts with each new volume –$$w q Quarterly –$$x 21/22 Volume increments in Spring/Summer –$$y ce21/2 Combined: 2nd level enumeration for 1st 2 issues –$$y cs21/22 Combined: 2nd level chronology for Spring/Summer Example:
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Clouds and drizzle Display of predicted items in Discovery –Unwieldy for weekly or daily publications –Status is same for all ACQ items
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Clouds and drizzle Must create predicted items, then edit/delete
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Clouds and drizzle Data in item chronology fields – can’t regenerate Can’t delete default templates Requires understanding MARC21
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Resources MARC 21 Holdings – 85X subfields –http://www.loc.gov/marc/holdings/hd853855.html MARC 21 Holdings – Code patterns for $$y –http://www.loc.gov/marc/chrono_patterns.html Alma OLH –http://customercenter.exlibrisgroup.com/DocumentationCenter/E x%20Libris%20Documentation/Alma/OLH/index.html#page/Res ource%2520Management%2FALM_res_inventory.5.54.html
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Questions? Answers?
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