Page Comparison

Handouts, resources and display documents for the class

Handout – Items and Holdings Intro Handout - 1 pager.docx (word doc)

Display – Items Holdings practice exercises_Intro Class.docx

Links to any pre-reading and reference documents

• Items - Material types for reference
• Item Policies for reference
  

Outline for the class and links to related documentation

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• Items & Holdings

• Items - Differences from Aleph
• Item Statuses, Process Types, and Fields
•  Item Data Mapping Guide

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Handouts, resources and display documents for the class

Handout – Items and Holdings Intro Handout - 1 pager.docx (word doc)

Display – Items Holdings practice exercises_Intro Class.docx

Links to any pre-reading and reference documents

• Items - Material types for reference
• Item Policies for reference
  

Outline for the class and links to related documentation

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• I want to share some logistics information: 
  
  • The nearest bathrooms are...
  • The nearest water fountain/supply is...
  • Please log in to your computers using the following username and password: (Whatever it is for those computers - if possible, put it into a Word document and project it on the screen)

• Quick recap of essential training elements:
  • This is Phase 1 of Training. We are trying to make sure people are prepared to do 80% of their job on day 1
  • We are training on the tool of Alma, not on specific workflows or local procedures
  • We will show you one verified way to do tasks – there are almost certainly several other ways to do the same thing, and possibly better ways – you can go back, practice and find out.
  • Please use fidgets – they can be helpful for focusing, relaxing, staying awake...and if you are feeling tired at any point, feel free to stand up in your area, stand along the wall, etc.
    
    
• Please ask questions when they come up; I will also pause between sections for questions and to make sure things are clear
  
  
• Let's start by introducing ourselves.

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• Holdings and items together are called "inventory" in Alma. 

  • To help understand how Alma Inventory is structured, Ex Libris has created these diagrams – you may remember seeing this structure of Alma inventory in your Intro or Search & Sets class.  

    • Trainer can show images on this page / draw something similar on the board, as needed: Items & Holdings

• In Alma, anything with a holding is referred to as a Physical Title or Physical Inventory.  
  • Most holdings and items represent physical pieces in our collection. 
  • A difference from Aleph is that most electronic resources will not be represented by holdings, instead they will be represented by Electronic collection and portfolio information. 
• In Alma, all items are attached to holdings. This is a core difference from Aleph, where creating a holdings was not required. 
  • Alma will not allow you to create an item without a holding. 
  • When creating an item, Alma will also create a holding if one does not already exist for that library/location.
  • You may be wondering – what about the things in Aleph that didn't have holdings?
    • Aleph items that were not attached to holdings were attached to holdings in Alma during data migration.
      • During migration, Alma either attached the item to an existing holding (when the library/location were the same) or, if they were not, Alma created a new holding.
• In Alma, a holding may or may not have an item.  
  • Examples of a bib that has a holding without items: are an analyzed monographic series, a multipart work, or an older serial.  (Trainer, 3 examples below if you want to show one, two or all)
    a monographic series:  
• In Alma, all items are attached to holdings. This is a core difference from Aleph, where creating a holdings was not required. 
  • Alma will not allow you to create an item without a holding. 
  • When creating an item, Alma will also create a holding if one does not already exist for that library/location.
  • You may be wondering – what about the things in Aleph that didn't have holdings?
    • Aleph items that were not attached to holdings were attached to holdings in Alma during data migration.
      • During migration, Alma either attached the item to an existing holding (when the library/location were the same) or, if they were not, Alma created a new holding.
• In Alma, a holding may or may not have an item.  
  • Examples of a bib that has a holding without items: are an analyzed monographic series, a multipart work, or an older serial.  (Trainer, 3 examples below if you want to show one, two or all)
    
    • • a monographic series: Conduct an "All Titles" search for MMS ID 990091802930203941 (Archaeological studies Leiden University) 
      • a mulipart work: Conduct an "All Titles" search for MMS ID 990074312040203941 (Oxford history of art) 
      • older serial tiles do not have items : Conduct an "All Titles" search for MMS ID 990051690120203941 (Quarterly digest of statistics (Accra, Ghana : 1959) 

• Alma allows setting of Temporary locations values, which can be helpful for some materials, such as Reserves and Serials.
  • When temporarily moving items from one location to another, staff have the option of inputting an end date for the temporary location in Alma. 
    • On this date an automated job will warn staff to return these items to their regular location.

• Like Aleph, Alma will not allow you to enter a barcode already used by another item.

• There are some unique displays in Alma related to holdings and item information.  When viewing search results in Alma, there is a summary line of holdings/items. 
  
  • The system lists the first and last item held so this is not a summary, just an "at a glance" status. 

Creating Items Using "Add Physical Item"

Item creation occurs at various times based on workflow and type of material.  

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• A holding is automatically created based on the item values selected.

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• If you select "existing" it will ask you to choose the existing holdings
• If you select "new", you need to enter the required fields (marked with red asterisk).  
  • In this example, I'm selecting "new", because we want to create a new bib, holdings and item right now.
• Select book or article
• Enter a title.
  • We are going to use this title again later in class, to view and edit the holdings and item.  So please pick or make up a very unique title so it will be easy for you to find.
    • Something like "Isabel is learning Alma"  or "Lars loves baseball" would work well.
• Start typing a location.  Alma will search the location list based on what you enter. Select your location.
• Click outside the location box to have Alma capture that info.
• At that point, the barcode box will no longer be grayed out, and you can enter a barcode (or you can let Alma create a system supplied one, which will be Alma####, like Alma4066).
• Click save.

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Practice time (show instructions on screen): We are now going to try this Quick Cataloging Add Physical Item process. 

Viewing and editing items

Next we are going to look at the process for both viewing and editing existing items.

• First, we must do a search.
  To **view** items, 
  • You can do a Physical Title
    • The summary in the Alma search results does not show holdings summary statements. 
      I'll use the All Titles search to show an example. 
      Conduct an "All Titles" search for MMS ID 
    990091802930203941 (Archaeological studies Leiden University) 
    • a mulipart work: Conduct an "All Titles" search for MMS ID 990074312040203941 (Oxford history of art) 
    • older serial tiles do not have items : Conduct an "All Titles" search for MMS ID 990051690120203941 (Quarterly digest of statistics (Accra, Ghana : 1959) 

• Alma allows setting of Temporary locations values, which can be helpful for some materials, such as Reserves and Serials.
  • When temporarily moving items from one location to another, staff have the option of inputting an end date for the temporary location in Alma. 
    • On this date an automated job will warn staff to return these items to their regular location.

• Like Aleph, Alma will not allow you to enter a barcode already used by another item.

• There are some unique displays in Alma related to holdings and item information.  When viewing search results in Alma, there is a summary line of holdings/items. 
  
  • The system lists the first and last item held so this is not a summary, just an "at a glance" status. 
    • The summary in the Alma search results does not show holdings summary statements. 
      I'll use the All Titles search to show an example. 
      Conduct an "All Titles" search for MMS ID 990001385590203941 (Journal of academic librarianship) - If not already expanded, click "Expand > All" 

This title only shows a summary of item availability for the Widener Library copy with the call number of BP 178.8 based on the first and last item record.

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I want to highlight 2 changes in vocabulary in Alma related to Items.

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• (This data migrated to a field called "Item Policy" in Alma, which is used along with Location to determine terms of use for an item.)  

The Item status that displays in Alma  is determined automatically by the system and is one of two values (Trainer: do an All Titles search for Theodore Rex, click on the Items hyperlink, to show on the screen during this explanation):

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Item in place (item is not checked out, in transit, or in process)

Item not in place (item is in process, transit, or checked out)

Any time something is not in place the "availability" status will be "unavailable." (Appropriate request links will still be present in the public catalog).

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• In Alma, Item Process type is used when an item is undergoing some kind of library processing or circulation activity. 
  • It will be one of two kinds of statuses:  a Work Order status (which is what is replacing pseudopatrons; something like Tech Services Shelf Prep, or Preservation Review); or a Circ-related status (like On Loan, Missing, On Hold, Lost, etc).
• Process types are defined centrally for Harvard. 
  • In many cases, Aleph IPS migrated to Alma Item Internal Notes. If you have question about migrated data points for items, please refer to the item data mapping guide.

• • • 990001385590203941 (Journal of academic librarianship) - If not already expanded, click "Expand > All" 

This title only shows a summary of item availability for the Widener Library copy with the call number of BP 178.8 based on the first and last item record.

• • • • Please note that because not all physical items held have item records, these summary statements may not reflect actual holdings. 
        • If you are interested in an example: Ghana living standards survey (MMS ID 990027316770203941). We also hold v. 1-4, but they do not have item records.)
          
          
          

• I want to highlight 2 changes in vocabulary in Alma related to Items.
  

  • In Aleph, the field called "Item Status" was used to define terms of use, or loan policy, for an item.  
    • (This data migrated to a field called "Item Policy" in Alma, which is used along with Location to determine terms of use for an item.)  

  • The Item status that displays in Alma  is determined automatically by the system and is one of two values (Trainer: do an All Titles search for Theodore Rex, click on the Items hyperlink, to show on the screen during this explanation):

    • Item in place (item is not checked out, in transit, or in process)

    • Item not in place (item is in process, transit, or checked out)

      • Any time something is not in place the "availability" status will be "unavailable." (Appropriate request links will still be present in the public catalog).

        
        

  • Item Process type is also different than Aleph Item Processing Status.  
    • In Alma, Item Process type is used when an item is undergoing some kind of library processing or circulation activity. 
      • It will be one of two kinds of statuses:  a Work Order status (which is what is replacing pseudopatrons; something like Tech Services Shelf Prep, or Preservation Review); or a Circ-related status (like On Loan, Missing, On Hold, Lost, etc).
    • Process types are defined centrally for Harvard. 
      • In many cases, Aleph IPS migrated to Alma Item Internal Notes. If you have question about migrated data points for items, please refer to the item data mapping guide.

Creating Items Using "Add Physical Item"

Item creation occurs at various times based on workflow and type of material.  

• Items may be created during the process of placing an order, or when cataloging.  The steps for those workflows are covered in the Ordering and Cataloging classes.
• You may also create an item when you are doing "quick cataloging" or "on the fly" item creation, such as when an item is found in the stacks but it doesn't appear to exist in the catalog. 
  • A holding is automatically created based on the item values selected.
• I am going to show you this method, using the Resources > Create Inventory > Add Physical Item function.  
  
  
• Alma will ask if you want to attach the item to an existing holding, or create a new holding.
  • If you select "existing" it will ask you to choose the existing holdings
  • If you select "new", you need to enter the required fields (marked with red asterisk).  
    • In this example, I'm selecting "new", because we want to create a new bib, holdings and item right now.
  • Select book or article
  • Enter a title.
    • We are going to use this title again later in class, to view and edit the holdings and item.  So please pick or make up a very unique title so it will be easy for you to find.
      • Something like "Isabel is learning Alma"  or "Lars loves baseball" would work well.
  • Start typing a location.  Alma will search the location list based on what you enter. Select your location.
  • Click outside the location box to have Alma capture that info.
  • At that point, the barcode box will no longer be grayed out, and you can enter a barcode (or you can let Alma create a system supplied one, which will be Alma####, like Alma4066).
  • Click save.
• This will create a very brief bib, a holdings with the location you selected, and an item with a barcode.

Practice time (show instructions on screen): We are now going to try this Quick Cataloging Add Physical Item process. 

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Viewing and editing items

Next we are going to look at the process for both viewing and editing existing items.

• First, we must do a search.
  
  
•  To ‘”view” items,
   
  1. You can do a Physical Item search—Trainer demo this 
     1. choose Barcode as your search criteria, then Scan or type the barcode: HB9TPS into the Search box.
     2. This brings up a single result for the item.

  Trainer briefly describe/walk through the display. You can click on “Other details” to see Circulation information.

  
  
  • You can do a Physical Title search – Trainer demo this using the title created in the prior section
    • you will see hyperlinks for "Items" at the bottom of the search entry, as well as "Items" in the ellipsis menu.  
      
      • Clicking on either of these will take you to the item list first
      • Then you can click View under the ellipsis menu.
  • You can do a Physical Item search – Trainer demo this using the title created in the prior section
    • you will see hyperlinks for "Items" at the bottom of the search entry, as well as And there is NO way to only view the item from this kind of search.  If I click on the hyperlinked barcode, or "Items" in the ellipsis menu.  
      
    • Clicking on either of these will take you to the item list first
    Then you can click View under the ellipsis menu., those both take me to the screen to EDIT the item.
    • So if you want to view an item, do a title search.
      
      
• To **edit** items,
  
  •  

    You can do

    a

    a Physical

    Item search – 

    item search—Trainer demo this

    using the title created in the prior sectionAnd there is NO way to View the item from this kind of search.  If I click on the hyperlinked barcode, or "Items" in the ellipsis menu, those both take me to the screen to EDIT the item.So if you want to view an item, do a title search.
    
  To **edit** items,

  •  – choose Barcode as your criteria, then Scan or type the barcode: 32044119644607 into the Search box. This brings up a single result for the item.

     You can click on the Edit Item button in the Row Action Item list or “hot buttons”. This opens the item in the Physical Item Editor where you can edit information in any of the 4 tabs.  
    

     

  • You can do a Physical item search – Trainer demo this using the title created in the prior section
    • you can choose Edit Item right from the search results page, and it will take you right to the Physical Item Editor form.
      
      
  • If you launch a Physical title search - Trainer demo this using the title created in the prior section
    • you will see hyperlinks for "Items" at the bottom of the search entry, as well as "Items" in the ellipsis menu.  
    • Clicking on either of these will take you to the item list
    • Then you can click Edit under the ellipsis menu, or click on the hyperlinked barcode, and then you will be on the Physical Item Editor form.
      • So if you want to edit an item record, doing a Physical Item search cuts out two extra steps.
        • In short – use Title search to View items, Use Items search to Edit Items
          
          
• On the Physical Item Editor page, there are lots of fields you can edit.
  • Select one or more fields on the different tabs to view or make changes to the physical item’s information.
  • There is a list of the required fields in the Alma documentation – Trainer show top of this page: https://wiki.harvard.edu/confluence/x/2J5dDQ
    • Trainer select a few item record fields to edit
• Click Save when changes are complete.

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• The MDE will keep keep track of holdings that you are working on. 
  • These will display on the left hand pane. You can click on any holdings in your left pane to display and edit that holdings.
    • When you open things to edit (bibs or holdings) they become locked to you.  Make sure to release them when you are done.  Otherwise they are locked for editing (view-only) for 7 days after your last edit. 
    • More information about using the MD Editor can be found in the MD Editor Overview documentation.
• You can add or delete fields using the Edit menu.
• You can open fixed fields like the 008, LDR and 852 using Ctl + F. Click the Escape key on your keyboard to close a form that you have opened. Although you click the Escape key, your changes to the MARC field will be saved.
  
  • Using a form (Ctl + F) to edit the 852 is new. We did not have that option in Aleph. The only requirements for the 852 are the $$b (sublocation or collection) and $$c (shelving location). The drop down options in $$c are context sensitive and therefore will change depending on what you chose for $$b.
• Please note that if you have a Library of Congress call number on your bibliographic record, and your sublocation and shelving location use the Library of Congress classification, the call number from the bib. record will come automatically into the holdings when you save your item.
  • Trainer demonstrate this by adding 050 00 $$a F1234 $$b .Q67 2018 to your bib. record (if you don't already have an 050 on the record). Then create a holdings. In the 852 choose $$b WID and $$c WIDLC. Save the holdings, and the call number will automatically go into the holdings.
    • The sublocation/shelving location combinations that use LC classification have been programmed to ingest the LC call number from the bib. record by LTS. However this has to be programmed individually for each combination, so LTS only did those which had over 2000 holdings. If your library would like to request this feature for a particular combination, you can contact LTS after July 3rd. 
    • In the sandbox, this feature is only working for WID, LAM, SCH, but in production it will work for any combination that uses LC classification and had over 2000 holdings.
      
    • This feature will be helpful for staff, but it will mean that having a call number will no longer be a sign of something being cataloged. Many items will have a call number at point of order, or whenever the holdings is first created. Please remember that we will need to look at the item process type to tell where items are in our workflows.
      
• To save your changes you will need to choose a save option under the File drop down menu or click the blue Save icon at the top of the record.
  
  • Trainer demonstrate adding and editing fields as appropriate
• Got to Tools: Save and Release (rather than the Save icon) when your edits are done, or click Ctl+Alt+R. 

Practice time (show instructions on screen): Now let's try searching for a holdings, viewing a holdings, making edits to a holdings, and saving your edits.

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Additional topics

Some other topics that are important with regard to holdings and items are:

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