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

[Guidry, Wade]

Dale and all,

Just an aside about ‘item policy’. It’s a field that is really intended for circulation purposes, rather than item description purposes. Which is probably why it’s not part of the ‘duplicate’ check-in process.

The ‘item policy’ is designed to be assigned to specific items, when those items can’t otherwise be circulated by standard item location + patron type rules. Because a given item is somehow an exception to the normal circulation rules.

For physically describing items, for analytics or other purposes, it’s best to use ‘material type’, in the item record (which I believe is copied with a ‘duplicate’ check-in).

There is also the ‘material type’ in ‘bibliographic details’, which relies on fixed fields in the bibliographic leader. So, if you use bibliographic material type, you have to rely somewhat on the accuracy of your bibliographic records.




[Title: Big Bend Community College Logo]

Wade Guidry
Library Consortium Services Manager
Big Bend Community College
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

509.760.4474
www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College • 7662 Chanute Street NE • Moses Lake, WA 98837-3299


WACTCLC Alma Instance: Alma NA02<http://status.exlibrisgroup.com/>
WACTCLC Primo Instance: Primo NA08<http://status.exlibrisgroup.com/>

From: Wactclc-alma [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>
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
Lynnwood, WA  98036
425-640-1526
dburke at email.edcc.edu<mailto:dburke at email.edcc.edu>
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