[Wactclc-alma] Interesting issue with "duplicate" method of serials check-in

[Whittaker, Shellie]

Yes, you can make an itemized set out of an Analytics result set.

Export the barcodes to an Excel file, then create the set from that file.

Under Manage Sets, choose Add a set.

Be sure use the correct column header in the Excel file.  If it’s a file of barcodes then the header (the first line of the file) must be BARCODE.

I can’t answer (yet) about getting the "Duplicate" functionality to correctly record that "Item Policy".

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From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Dale Burke
Sent: Monday, September 25, 2017 11:07 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Interesting issue with "duplicate" method of serials check-in

Thanks Shellie,

I am still working out how to get my set of records.  I can find the item's barcodes by doing a search in Analytics, but I am not sure whether or not I can turn a result set from Analytics into a set that I can run in Alma.

Also, I am wanting to know if there is anything that I can do so that the "Duplicate" functionality correctly records that "Item Policy".

Dale Burke
Technical Services Librarian
[https://docs.google.com/uc?export=download&id=0B16tUjXHMjfkeVd6QnJvakN3WEk&revid=0B16tUjXHMjfkUGVnOUFiNzF6RENiODhNdWZPRmtVb291Zk9JPQ]
20000 68th Ave. W
Lynnwood, WA  98036
425-640-1526
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
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On Mon, Sep 25, 2017 at 10:49 AM, Whittaker, Shellie <ShellieW at bigbend.edu<mailto:ShellieW at bigbend.edu>> wrote:
Hi Dale,

Hopefully, you’ll hear from others about how this issue is affecting them.

I can tell you that you can run the Information Update – Change physical items job to add the item policy to your set of records.  --Shellie

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From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>] On Behalf Of Dale Burke
Sent: Monday, September 25, 2017 10:36 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Interesting issue with "duplicate" method of serials check-in

Hello all,

Once we went live with Alma in the summer of 2016 we set up serials records for all of our print titles that we check-in, following Justine's directions for the easy method of check-in using the "duplicate" functionality of Alma.

We waited a whole year before starting to run circulation statistics, and we are getting very good circulation statistics; however, with our periodicals that we checked in using the "duplicate" functionality we are finding that all of these items have a blank (nothing) "Item Policy".in the record.

George and I did some testing this morning and found that each title that we checked-in using the "duplicate" function did not receive an "Item Policy".

We also set up a new serial record for check-in purposes the way Justine said to and we cannot see any option for including an "Item Policy" on the order screen.

We are trying to find out whether we missed a step somewhere or whether the "duplicate" functionality means that you also have to go back to edit the item record to add an "Item Policy".

We are wondering if we can create a set of all of the periodical items that are missing an "Item Policy" and then run a job to add one to the records.

As I stated earlier this came to light because our Circulation Statistics by Format showed numerous records with a category of "None".

Has anyone else who uses the "duplicate" functionality of serials check-in experienced the same thing?

Thanks!

Dale Burke
Technical Services Librarian
[https://docs.google.com/uc?export=download&id=0B16tUjXHMjfkeVd6QnJvakN3WEk&revid=0B16tUjXHMjfkUGVnOUFiNzF6RENiODhNdWZPRmtVb291Zk9JPQ]
20000 68th Ave. W<https://maps.google.com/?q=20000+68th+Ave.+W%0D+%0D+%0D+%0D+Lynnwood,+WA%C2%A0+98036&entry=gmail&source=g>
Lynnwood, WA<https://maps.google.com/?q=20000+68th+Ave.+W%0D+%0D+%0D+%0D+Lynnwood,+WA%C2%A0+98036&entry=gmail&source=g>  98036<https://maps.google.com/?q=20000+68th+Ave.+W%0D+%0D+%0D+%0D+Lynnwood,+WA%C2%A0+98036&entry=gmail&source=g>
425-640-1526<tel:(425)%20640-1526>
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
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