Sunnier skies in the Ex Libris Cloud: Predictive checkin in Alma

Siôn RomaineELUNA May 8, 2015

Presentation Outline

> How it works> How to set it up (with a template)> How to create/customize prediction patterns> Clouds and drizzle.> Questions? Answers?

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

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

Step 1: Verify subscription interval

> Verify Subscription interval field> (Optionally) verify Claiming grace period> Note latest issue received

In Purchase Order Line:

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:

Step 3: Complete Predicted Item’s Info

> Tools MARC 21 Holdings Next predicted item’s infoor:

> 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:

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

Demo

> Using a template to add a pattern & add predicted items– Journal of sport behavior– Quarterly publication

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:

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:

Demo

> Modify pattern & add predicted items– Journal of School Leadership– Bimonthly, calendar change in January

Clouds and drizzle

> Display of predicted items in Discovery– Unwieldy for weekly or daily publications– Status is same for all ACQ items

Clouds and drizzle

> Must create predicted items, then edit/delete

Clouds and drizzle

> Data in item chronology fields – can’t regenerate

> Can’t delete default templates> Requires understanding MARC21

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/Ex%20Libris%20Documentation/Alma/OLH/index.html#page/Resource%2520Management%2FALM_res_inventory.5.54.html

Questions?Answers?