Items

12.3 to 14.2 Seminar

Items

214.2

Sem

inar

Session Agenda

• Item Record - structural changes• Item Form• Call No. Filing• Item Sorting routines• Item Label• Item History• Circulation Summary• User Authorizations• Quick Cataloging• BIB Record Update

Items

314.2

Sem

inar

Item Record Change

• In order to comply with the MARC holdings standard, the item record (z30) has been expanded to include six levels of enumeration and 4 levels of chronology.

Items

414.2

Sem

inar

Item Record

Conversion:Z30-YEAR --> Z30-CHRONOLOGICAL-IZ30-VOLUME --> Z30-ENUMERATION-AZ30-ISSUE-NUMBER--> Z30-ENUMERATION-BZ30-PART --> Z30-ENUMERATION-C

For links (LKR) of types ITM, the following sub-fields are used: y ----> CHRONOLOGICAL-Iv ----> ENUMERATION-Ap ----> ENUMERATION-Ci ----> ENUMERATION-BRecords changed: Z30/Z37/Z38/Z17/Z103.

Items

514.2

Sem

inar

Item Form Changes

Items

614.2

Sem

inar

Item FormSeveral changes to the Item Form: • Order Number field retrieves the Order Index.• Invoice Key (new field) Contains: Vendor Code, Invoice No., Invoice Line Item sequence. • Invoice Note (new field).• Price is recalculated after the order is closed.• Statistics Field (new field) Three types of statistics

models defined by pc_tab_exp_field.• Item Pull-Down Menus (new table) pc_tab_exp_field_extended.eng by sub-library • Process status

– automatic update controlled by tab42. – utility to change status for a group of items

• ISSBD new material type for for bound issues

Items

714.2

Sem

inar

Item Pull-down Menus - Sub-library Sensitivity

The following entries were moved from pc_tab_exp_field.eng to pc_tab_exp_field_extended.eng to allow for sensitivity to sub-library: INVENTORY-NUMBER

ITEM-LOCATION ITEM-LOCATION-2 LOCATION-GR LOCATION-USIG LOCATION-PREFIX LOCATION-SUFFIX LOCATION-SOURCE INVENTORY-NUMBER UARCV L Primary ?inventory-number

INVENTORY-NUMBER UARCV L Secondary ?inventory-number-2

INVENTORY-NUMBER UELEC L Primary ?inventory-number INVENTORY-NUMBER UELEC L Secondary ?inventory-number-2

Items

814.2

Sem

inar

Call Number Filing

A new table, tab_filing_call_no, is used for defining filing procedures for item call numbers.The table is used when building the sort and filing keys and for batch retrieval. (Z30-CALL-NO-KEY and Z30-CALL-NO-2-KEY).

.

Items

914.2

Sem

inar

Call Number Filing

tab_filing_call_no - structure

Items

1014.2

Sem

inar

Call Number Filing

tab_filing_call_no - filing procedures

- All filing procedures which are used for creating headings also apply to filing call numbers- add_call_no_type. This procedure is relevant for call numbers filing only. Add the value in the call number type field as the first position of Z30-CALL-NO-KEY

Items

1114.2

Sem

inar

New Batch Procedures• Rebuilding call number index (b-item-06) Rebuild the call number keys in the Item records (Z30-CALL-NO-KEY and Z30- CALL-NO-2-KEY).

Run the batch after changing the definition of filing routines for items (using table tab_filing_call_no).

Items

1214.2

Sem

inar

Filing Call Numbers • Shelf Reading Report (b-item-04)Inventory check - Based on a shelf range of items, compares an input file of barcode numbers to the same range of items in the system and generates a report of all items which are missing, mishelved or loaned.

• Shelf List (b-item-05)Shelf list - Based on a shelf range of items, checks the library's holdings and circulation files and creates a report of all items which should be in the shelf range.

Both services update the new field Z30-LAST-SHELF-REPORT-DATE (the batch run date)

Items

1314.2

Sem

inar

Filing Call Numbers

Items call number interfaces 4/5 will use Z30_CALL_NUMBER_KEY for Shelf list BROWSE.

Items

1414.2

Sem

inar

Item Sort Order

The item sort order can now be set from GUI. The entries are no longer hard coded. The codes are entered in ITEM-SORT-TYPE, SERIAL-SORT-TYPE and LOAN-SORT-TYPE of pc_tab_exp_field.

For example:

ITEM-SORT-TYPE ENG L Vol../Desc./Library/Collect. ITEM-0

ITEM-SORT-TYPE ENG L Vol../Desc./Library ITEM-1

ITEM-SORT-TYPE ENG L Vol/Year/Part/Library ITEM-2

ITEM-SORT-TYPE ENG L Description/Library/Status ITEM-3

ITEM-SORT-TYPE ENG L Hol/Desc./Library/Collect. ITEM-4

Items

1514.2

Sem

inar

Item Sort Order

The code definitions for sort options are entered in tab_z30_sort of the ADM library, using the entries "ITEM" and "SERIAL": For example:ITEM-0 A 00 D 00ITEM-1 A 00 D 01ITEM-2 A 00 D 02ITEM-3 A 00 D 03ITEM-4 A 00 D 04

Items

1614.2

Sem

inar

SORTING ITEM LISTS

• tab_z30_sort

Table structure:

col. 1 - Function (ex. WWW-A - WEB OPAC, SERIAL - Serials client)

col. 2 - Sorting order for issues (Ascending/Descending)

col. 3 - Issue sort routine

col. 4 - Sorting order for non-issues (Ascending/Descending)

col. 5 - Non-issue sort routine

Items

1714.2

Sem

inar

SORTING ITEM LISTS

The following table includes the modules/functions which are dealt with by this table and their codes:

Items

1814.2

Sem

inar

SORTING ITEM LISTS

Items

1914.2

Sem

inar

Item Label

• tab_label_parse New table in ADM library. tab_label_parse specifies the routines used to parse (split apart) the call number and item description when generating item labels. This table enables parsing procedures according to different standards.

Items

2014.2

Sem

inar

Item Label Parsing Routines

New item description parsing routines have been added for use in tab_label_parse which specify how to split the call number and item description when generating item labels:

• parse_desc_semi_no_parens• parse_desc_niso_8 • parse_call_no_lc_2 • parse_call_no_lc_3

Items

2114.2

Sem

inar

Item Label Parsing Routines

It is now possible to parse (split apart) the call number and item description when generating item labels.

There is a new table in ADM library, tab_label_parse, which specifies the appropriate routines.

Items

2214.2

Sem

inar

Item Label Printing

Print Item Labels (b-item-03)

•From the Utility menu this function takes an input file of document numbers and creates various kinds of labels, according to the user's specifications.

Items

2314.2

Sem

inar

Item History

• A new switch has been added to tab10 to define whether or not the system will create Z30H item history records to keep track of changes made to the Z30 Item record.

Items

2414.2

Sem

inar

Circulation Summary

This is a new button in the Item List. The Circulation Summary button displays the Item Summary window.

The window’s format is derived from tab_item_summary.lng

Items

2514.2

Sem

inar

User Authorization

New ITEMS authorizations in user_function.lng:• ITEM-LINK-HOL For linking item to HOL record

• ITEM-UNLINK-HOL For unlinking item from HOL record

• GET-HOL-LIST For retrieving HOL record list

Items

2614.2

Sem

inar

Quick Cataloging in Items

This option is accessible via GUI ITEMS/ Menu/ Retrieve/ Quick Catalog. This window enables you to briefly catalog a record. Once you fill in this form, the Item List will be displayed for adding new Item/s for this record.

Items

2714.2

Sem

inar

BIB Record Update

Whenever one of the following is updated, a Z07 is created for the BIB record to be re-indexed.

• Z30-Description• Inventory No.• Call Number Type• Call Number• Material• Sub-library• Collection• Item Status