Study Group Session 95: General Question and Answer

Session Notes

Diana Borges, OCLS - Discussion forum posts since last session

Canadian Union of Postal Workers (CUPW) strike - Page 1+ Physical Resource Sharing:

• instructions for making resource sharing library temporarily inactive

Instructions for Configuring Digitization for Local Requests and Sample Staff Workflow

• documentation for local digitization and sample staff workflow posted for your review

Physical Inventory Operator role lost set access.

• Physical Inventory Operator role lost the ability to create, add items to, and manage their sets. The temporary work-a-round is to give them the Cataloger role.

• Algonquin and Humber have put in a tickets with Ex Libris about this issue

Alma Analytics Data Visualizations training webinar - documents

• exercises from the webinar

Liana Giovando, OCLS: Resource Sharing Update

• let us know if you have any questions about the local digitization documentation

• RSWG co-chairs have been working on testing local digitization and digital resource sharing

• we have reached out to copyright interest group to help us put together guidelines around copyright and licensing before you start engaging in any digital resource sharing

• late winter/early spring will be sharing guidelines around copyright and then moving on sharing documentation for configuring digital resource sharing

• implementation ideally in the spring but want to be careful around the risks and responsibilities around copyright so everyone is mitigating risk

Brenda Desjardins, St Lawrence: letters

• Digitization Request and Hold Letters are not working today

• Rebecca Pearson, Lambton:

  • this seems to be more of a system issue, as we have not made changes to letters besides the digitization letter as part of the digitization configurations and more than one letter is being affected

  • in the spring we had to add extra permissions to send out letters, because we had masked the email as a Lambton email, had to whitelist our own email

  • checked to see if any letters were not sent from Lambton

• Danielle Emon, OCLS:

Configuring Fulfillment Jobs

• Brenda:

  • don’t think anything has changed in our fulfillment jobs

• Rebecca:

  • I also did not receive a request confirmation email, but I DID receive a request cancelation. Meaning that the failure to send is spotty. I also have been playing with our settings though... anyone else experiencing it?

  • letter for digitized documents is working

Louis Lacelle, La Cite: Alma all titles keyword search

• should Alma pick up on some words in a search even if there is a spelling mistake in an All Titles keyword search in Alma?

• Rebecca:

  • behaving as expected - because it is an exact match search, all words need to find an exact match to get results

  • unless you use an OR, Alma will not pull results because there won’t be a match for the misspelled word

• Danielle:

  • consider what is implied in and amongst your keywords when you are searching - in this case, have an AND implied in this search, rather than OR

  • Alma needs to find each of these words somewhere in the bibliographic record, or won’t find that exact combination

Rebecca: changing material types

• has anyone successfully changed an item’s material type?

• need to change the material type from book to realia/some form of equipment in Alma and Primo VE

• does it all rely on the LDR first? if you change the LDR and save it, you can change what’s in the 008 field as well, but 007 doesn’t seem to have an effect

• Melissa Forget, St Clair College:

  • have changed from online to print book

  • change LDR, 001

• Danielle:

  • start with LDR because some of these things are a combination of LDR and 007/008

  • a classic example is if you start with LDR and then get into 007, what you choose for your 00 position has an impact on 001/007, but some displays are a combination of all of some of these or all of these options

  • Session 7: Cataloguing Standards Awareness and Impact - CLO Cataloguing Program - CLO Collaboration Space

  • material type: combination of LDR, 006, 007, 008

  • material type and resource type

  • Alma doesn’t make it easy for identifying equipment, so have to make decisions about whether you want to use realia or another option

  • the metadata standards are geared more towards content and types of resources that we use as opposed to physical equipment

• Diana:

  • use visual materials definition in 008 to specify realia?

MARC 21 Format for Bibliographic Data: 008: Visual Materials (Network Development and MARC Standards Office, Library of Congress)

• Danielle:

  • we did 2 things when we set up equipment for another library:

1. used r for realia, that was as close as we could get

2. removed date field from 008 so there wasn’t a date that showed up in the Alma display

3. normalization rules that can be used:

rule "Change LDR 6 to r"
when
(TRUE)
then
replaceControlContents "LDR.{6,1}" with "r"
end

rule "remove select 008 content"
when
(TRUE)
then
removeControlField "008"
addControlField "008.######s||||####xx######r#####000#0#fre#d"
end

Brenda: Blocks in Alma

• noticed that when Alma has an overdue item and it’s blocked, as soon as item changes to lost, it takes the block off

• why?

• Rebecca:

  • probably really literal, and looks for status overdue

  • never experienced this at Lambton because when lost, applies lost fee

  • also have block if anyone owes money

  • there is a table in Alma for setting patron loan limit based on patron types (Configuration > Fulfillment > Patron Configuration > Patron Limits)

Recording

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Transcript

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