Start Recording for us. And so we can always refer back to this. But before we get started with talking about some old information diet critics Noel's and continuing the slides from last week. Did anybody have any questions that came up in the meantime.
You can type them into chat or you can unmute yourself and share
Okay, so we're going to move forward. Since, there seems to be no outstanding questions on the screen. I'm showing is adding diet critics to the record. So this is you know that most of our cataloging all of our catalog a separate local field is really going to take place in OCLC
This could be useful for OCLC as well. I'm, I'm sorry, but there's some background noise, Shannon. Can you figure out who that is. And mute them for me, please.
Yeah, Allah and we're gonna know.
Okay, thank you. Sorry about that.
So this can be useful for OCLC but maybe you're creating a brief record and you need to add some died critics, maybe some, you know, different characters you know for foreign languages.
And oregano, even the copyright symbol. This all becomes very, very handy, just to know in the back your hand.
So I'm not sure if my screen will be able to show if I go to the windows. But if you go to Windows new typing character map. And I'm going to try to do this. So I'm going to
escape out of my window right now and I'm going to try to share my, I don't know if it's going to allow me to share the actual desktop. So what I'm gonna do is I'm going to type in my character map and to see when I do that I can share that screen with y'all.
Yep. Here we go. So if you type in character map into Windows search term. This will pop up. So it's really nice is you can just click. So if I want the copyright sign, I can just click and select and then you can just copy it and you can just paste it into
In a Thomas Metadata Editor. It's really quite simple. So let me go pull that up real quick, just so that you can see how easy it is using the character map like this, it's, it's nice
It's very nice little feature. So I'm just going to go into acquisition on resources open my meta data editor.
And I'm just going to use a template creative brief, for the record, I'm not really going to make one. I just want to show you
How to just pop it in. So I've copied it
And I know I want to put that say in to 60 the subfield. See, I could put it here. I would usually do that in the 264
Second indicator for but you can see how easy you can just pop it right in. It's very nice and simple so
It's a nice tool. This could be handy for OCLC as well as just a nice little trick if you didn't already know it. And then, the other way to do it is Harvard has this great wiki as well that they have set up. There's a lot of great resource from other consortium that have gone to
Amo that have been very useful to look at. So if I come back to this my PowerPoint and I click on it.
I have to make sure I share the screen. It's a little interesting to jump between displaying. So now you can see hopefully Harvard's wiki page. And so I could just click on it, I can copy it.
And then I could return to my alma page and I can just a mystic in another field where it doesn't long control day just a simple
You know what, I don't know if it's different for Mac. I don't have a Mac and intestine Mac, but the wiki one, I think I'm not sure if Mac has this feature with the
With the character map in it settings, but you probably can download it.
And but the Harvard, one should work. It's just copy and paste. So I think that should work. Okay, give it a test. And maybe you can report back to your buddy. If you found that it works successfully I'd appreciate that, since I don't have a Mac.
So simple diet critics are pretty simple. I
Just wanted to share that all with you so that you're aware
How you know how simple, you know, you can use that and it can make your life a little easier, which is always nice.
So,
It's always a good thing. So I'm going to now share my other slides with you. So we're going to move between babe records. So we're going to talk about
Actually sorry I skipped something. I want to go back before I go there. I had had the request of showing how to do the to align how to create an order in arm again because it came up as a result.
Of
Moving
You know, moving your items. Your holdings your order to a new order record. Well, I again being an institution that
Uses acquisitions, a lot. I totally space that most people have not been using acquisitions.
And that, in order to do this, you need to have that POS that you need to have an order record. So I'm just going to run through that really quick just to show you the process again of creating a PL
So if you want to test this, but you would need to do is create an order to create a PR while
You receive it and do that with another record and just play between the two just to test or multiple if you'd like. So if I go to acquisitions.
I know. Actually, I'm back to go there. Sorry. At the changes to users. I'm going to go to all titles, because I always want to search in the network zone. First, it's always a really good idea. And I'm going to just type on
This title.
I have it already, but I'm going to go into network zone. So I could have changed it up here would pop me right here it sorry defaulted to them.
Because I had been testing this already. So if you go into the network zone. I already have it. So I'm going to pretend I didn't do, or maybe I got a second copy
And I'm going to click order. So you can do this with any you have that Order button. But of course, you always want to. It's always starting in the network zone.
And the order records from here. So you want to make sure that you start at this point, looking here. If it's not here. Then you go to OCLC to see if that record exists that are great exists, you would export it into
The network. So if it's a brief babe record, you'd have to create the babe record into the network zone if it's not going to be something one of those institutional zone exceptions and then you would have to create that in the Metadata Editor to put that in.
Thank you. ELLEN ELLEN put the link to this as well. So this is very good. Thank you Ellen. I appreciate that. So I'm just going to go on. It's a simple book, ours is we have it as print one time you apply of its physical one time the order or no, the owner would be your library.
And then we're going to create P O line.
And things that are mandatory when you're creating a p o line. If it's not a gift.
Or you're not using the technical process you're using the short version of acquisitions, you would need to make sure you have a material supplier.
And if it was gifts, you'd use gift and you do something different. All this is in the acquisitions training information. I'm just going to show you a quick, just a little quick
Way to go about this. If this was a typical nor if you're using full acquisitions. A typical order that was not a gift or a replacement
Like, not a Riyadh, not a replacement. I want to change that. So you want to make sure you put in material supplier, the list price, add it to the fun that you want.
And I like to put in the material type here because it just saves time it then it populates the item record with that information.
If your institution is reporting codes. It's a great thing to add because it can be useful and analytics. If not, don't worry about it. And then you're going to click order now and in a testing phase you will always want to click order now.
Because
Otherwise, it goes into this processing job and you'd have to ask actually burst to run it for you when you do save and continue it goes to a packaging job and then everything is fun overnight and to appeal.
So this is just to get a confirmation. Anyway, saying that this you'll get up successful confirmation this exists, but I have to say confirm this, because it's like, hey, you already have one. Do you really want this.
And I do. So I'm going to click confirm. And so then I would go through that regular process of receiving which is
Also in the acquisitions information. So if I wanted to go there. I'd go to acquisitions i'd receive it, because you can't do anything with it until you've received it. So you want to make sure that you have that. And there's also some other
Weird
Things with POS when we get to this moving them between the POS so you can type in the P O number. I happen to note because it just happened. If not, you can type by
title, author, you can use all you can use all different things to do this for whomever is doing this, but there are some shops that are doing everything
So maybe you've been in the acquisitions training, maybe not that all this is available. Anyway, so that it's a good idea to know about this.
So I just come in here and I could just click received. But if I don't, I don't have a barcode manage items. So I'm going to just click on Manage items.
Say I scanned in my barcode and this can click on this little checkboxes not received, and then I'm going to save and receive
So the now it's been received. It doesn't, it's not anywhere yet like you'd have to scan that then into the circulation desk, but I just want to show the POS process quickly again.
Just to go over it this way. When you and I think in the first slides I did include some how to create an order record. If not, Ellen nicely put up this link.
Because I really did space that when it's between POS POS when you want to take the when it's on the wrong order record and you need to move it why you can't do that if you don't have all the records in place. So, and I'm thank you for that being brought to my attention.
Are there any questions about this.
Okay, great. Now we're going to talk about moving items between babe records. So there's a couple of ways to do this. Right, so maybe moving items.
Between the same babe record to a different holding maybe moving does babe records between different babe records. So first one I'm going to show us how to move items between babe records from one record to another.
Because somehow it got onto the wrong record, life happens. We all make mistakes.
All kinds of things can happen.
So I'm just going to type in this because I have set one up. I want to just show you with I have multiple holdings and items and I just have it setups to make it a little easier so
I can click on that. I like this because it lets me expand and I can contract and it's shrinks it backs. So
I would go here, I can click on the ellipses for items or by expanded this, you can always click here for items, it takes you to the same place. So I'm going to go here. I'm going to click items.
And as you see, I get this relate to another big
link up here. So say I want to rethink
Just one mark. This isn't transit, because this is a resource sharing one. So just, just so you're aware that transit process. That's it for a resource sharing item. So say it's this one. I'm just going to randomly pick this one and I'm going to say let's relate this to another bad
So I could select it from a list. And so it's going to take me to a repository search. So I'm going to go to physical all titles and I'm going to do, Banksy I'm going to keep it in
So if I have it. I want to take it to the network. So, and that's why it's taking me there. So I'm going to click Search. Oops, Banksy
And I just want to find the right one. And I'm going to send it to this one. You are the acceptable level threat. So you can see, look, they turn yellow
It's a little different. So I know this is the one I really should be on and like say I had the ISP and I had some other identifier. I can search by that.
So you're not limited to title. You can choose using other information. So I really want to link the item to this record, and it's fine, because even if it's in the institution or network.
Because I own this in the network zone. It's going to add it to my institution zone, just like we saw when we added the holdings and items because nothing. There's no items. There's no nothing. There's no inventory in the network zone. So I'm going to click on this record.
And I just have to do my chat so I can see. And then I'm going to click on the little box, and I'm going to click
Select
And so it says one item has been successfully re linked and it says it's now to this record, and I could be that item list.
Right here. I like that. So I can go there. Oh yeah, there it is just moved it and it gives and I know it's I did this yesterday. So the receiving date.
That's strange. I was just typing in random barcodes, it would have a real one, of course, but that's how we know that I've moved it location still on order that's no problem.
And when it gets received it would then be received on this item. But again, it could have been location could have been anywhere.
So are there any questions about moving between the bib records.
Now I'm going to show you if I move the item between like if I move in item out of a babe record that only has one holding just so that you can see what happens.
It's very, it's interesting to see like there's different things that can happen. I have other things on this one. So nothing happened. It just moved the item all is good.
But say, Here I go. I have to find one with just one
Item. So here I'm going to take this one. I have one physical item here and I'm going to click on items.
And I'm going to link this to another one. So I'm going to click here. I'm going to relate this to another record and I'm actually going to do it to the same record that I had before.
And I just typed in Banksy
And so this brings up by institutional zone one, so they're a little different. And I could scroll down and do that as well. So I could scroll down to find the one that I want to move it to
And I'm having a little here, miss, send it to this one again because smiled test record.
So if I pause it because I have to move my chat so I can see what I'm doing and I click here and I'm going to click select
So here I have nothing. I have nothing else on that record in that I had. So I can just leave the holding record there without an item which I really wouldn't want to do
Unless it was like a bandwidth or something. If you don't have that that's not bandwidth. There's no reason to hold on to that I could delete just the holding record.
And that'd be fine. I could suppress the holdings to discovery.
But that would retain the bib record and it would still in the network's own show likely, own it, even though it's not accurate. So I would click on for my our institution and you may have different thoughts on how to handle this is delete delete delete graphic records monsters other
Holdings presence. I'm just going to click Go. So like say there's other if there are other holding records, it wouldn't delete.
There wouldn't delete the record. But if you know I'm just going to delete this holdings, because there's other information on there. There's other holding records. It's all good. We'll just leave that one it will be as everything as it is. So I'm going to click Go.
And then it was read link.
And that record is now gone.
So here we go. It's now has three records.
That have been added.
I didn't like testing that's why they're on order and had never been received. So I apologize for that. Technically, they should have, they would have a location so
But that's basically the process of moving. If you, if something went on the wrong item, you don't have to order a record, you know, this is just like, oh, it really should be on this record that we have, you can just move it between the two.
Yes, it doesn't remove the record from the network zone because it's just removing the record that has the holding information. Yes. As we went over the last session.
That it does not delete the network's own records. So if I wanted to search it would still exist there but may not have holdings.
And I wish I had copied that record name, and I would have gone back to do that to show you but we on I did that in the last session just to prove so it's only removing it from the institutional zone. Yes, correct.
So are there any other questions. Oh, this is okay. Hi, Christina.
You can. Okay, so if you're just moving item, just the items moving. So there's now a different process for moving holdings.
So if you remove if you move the holdings. It's going to take the items associated with it. So when we just move item, the items going that holding record can stay
If you know if it has other items associated with it. You can remove it. No problem. But if you're going to them move a holding record any associate items underneath that holding record are going to move
So it depends on where you end up moving them for locations.
So I'm going to show you now if we wanted to move items between holding records.
Within
The same record.
Kareena. Did that answer your question.
Okay, so I'm going to go here so you can see I have multiple holdings.
And say like they should all good. Thank you. They should all be in the oversized, it shouldn't be one in the circulating collection. So I can go here and
I would want to click on my holdings.
Hold on a second. Let me just say I'm just
So here's my holdings and I'm looking at this version I changed holding link.
So hold on I'm going to go back. I'm looking, I don't have my multiple screens. So it's a little more confusing.
OK, so moving on. Yeah. So moving items. Sorry, I was jumping to the next thing. So I'm going to move items. So I apologize that
So I'm going to move items between the same record. So I'm going to go here items first because I want to move it between our change holdings.
So you can do this. There's two ways to do this. And I didn't put the first way you can. All you can do is if I said if I all I wanted to do was change this holding record. I want to change with the location is the whole thing. I could click here, I could click Edit
And I could just scroll down to locations. I think this is easy. I don't have a problem with doing this so I'm just going to change it to a different one, just so you can see. And I'm going to click Save.
And it's going to tell me that the item will be moved to a new holdings and there's no for meaning items on the previous one. So that previous holding will be deleted. So my
Book and my circulating collection holding record is now gone. But now you can see my holding reference holding record for reference and oversized are here.
So I find that to be a very efficient easy way to do it.
You could also do this, you could click on this box. I could change my holdings.
And I would select which one I want. I where I want to change it. Well, I don't want to put it in reference. It's already in reference. So I click on the oversized and I click select
And so now they're all an oversized. As you can see, so if I went
Back.
And I clicked on my holdings.
Sorry, my cat just gets in the way all the time. Click on holdings.
For whatever reason, and I haven't figured this out. I think you need to then I have to delete this holding see this holding record didn't get deleted.
It just moved the other one. So in the other process that the first process I showed you. It deletes that holding record that has nothing associated
When you do it this way. You would then want to have to delete this holdings, because there's nothing on it and I would click Delete holdings. So it's an extra step. I say, yeah, I want to get rid of this. It's empty. So it's good to go.
But it's an extra step. So it's one of these interesting
I'm a workflow. So I always I do find it for myself. It's easier just to go in
To the items. And I'm going to just switch that item back
Click into items and go in and I'm just going to change this. Whoops, I'm going to change this one I'm going to edit the item record. So the item.
Editor opens and I'm just going to change the location here and I'm going to make it back to the circulating
Now, as you see, I click Save. It's going to do that deletion process.
Well, I don't know how there are other items at the same location, but we're going to click confirm
Because we got rid of it.
Okay, that's really bizarre. I don't know what happened to that. All right. Maybe I didn't change it.
Yeah and now it has an circulating collection. Sometimes it does some weird results and I have reported them to Alma. But initially, like I showed you, if I just went in and I change that I'm going to click down here. If I go in and I just change.
Items.
And I click here. I'm going to change this to reference first floor because there's really two, we want to keep in reference
And I click Save. Sometimes I find when you do a lot on one record it gets a little quirky, so just be aware of that, it may just be my own user error and see where it says there's no I don't.
You requested that note there's other line items location. That's great. Yes, there's a wrap their stuff in a raft. We want to have everything of reference, that's all good. It's moved. It's as expected. So maybe I picked a location that already existed, and I just didn't notice it.
In Transit won't work, Alan. So let's go show you that because I was
I was trying to do stuff with that and it just did. Let me do anything with it. So let's, I will show you. That's a great question. So if you have something in transit.
Goodnight, my items. Here's my in transit. So if I went here and I want to edit it.
Going to move this to manga. I'm just randomly moving these two strange places know where that I would typically do this to click Save.
Does okay so their requests lenses items and moving an item may cancel request. So you don't want to move anything because you might mess up the request, but it gives you this error. So I would be very careful about playing changing anything in something that's in transit.
But
It's good to know you do get a message saying, Hey, do you really want to do this, this might mess things up may not want to do this. It's a good, it's good indicator so
It's nice. These processing types pop up so transit means it's moving from one place to another. It's somewhere. I happen to know this is resource sharing because I was playing in there.
I'm sure it could be in transit other places, but usually the process type would show like missing technical serve you know acquisitions or circulation or what other working process types that are set up.
Okay, the question is, can you review the network zone VERSUS LOCAL zone where it starts and where transitions through the process you're demonstrating ok
So the network. This is all being done the institutional zone, nothing is happening in the network zone. I can use the network zone.
Record to add
Well we link something, but nothing actually happens in the network zone. It's actually all happy into the institutional zone.
Does that answer your question.
Or maybe you can rephrase your question, if I didn't answer that correctly, please.
You can always unmute yourself too. If you'd like to speak, sometimes so easier than typing in the chat.
Yes, because that's where your inventory is going to be in the institutional zone. So you'd be rethinking I just happened to it bounced me out when I was searching. What I want to read link to
And from there, it didn't matter if I we linked it to the network zone or the ice zone but just keep clarification. Just make it easier, is that if you just want to keep working within records in the eyes zones. So that doesn't cause confusion, that's totally fine.
The network zone if I pick that record like you saw earlier, I picked it both from the institutional zone and the network zone.
The network zone didn't add anything in the network zone record. It didn't add holdings, or items it, put it into our institutional because it's connected that I had the house symbol. So, and if it didn't have the house symbol, it would make that connection for you.
I apologize. Yeah, it is confusing that you could do that. So I'm glad you asked that question. Does it do, does that make sense now.
Because I still find it confusing. I have to like shift gears.
Yeah, it's, it's a weird process because when I was learning to do the standing order receiving. You have to do it on the network zone from the record.
It's, it's very interesting. So I had to ask. Are you sure this is how it's supposed to be done that.
What all it's doing is it's just connecting you to the institutional zone, creating holding it creates that link from the network zone to the institutional zone, then it creates your holdings and your items so
It's just creating a connection for you.
Alright, so now we talk about really holding records. So if I wanted to really holding records is always sorry before I go. Are there any other questions before I move forward.
Okay.
I'm just gonna back out here a little bit.
And I'm going to click on my holding. So if I want to read link holding records on the click here.
Oh, it's move. And here I can click in my ellipses, and I can relate this. So if I randomly blink. This holding records.
Say I want to do it to a totally different record because you can see I could just easily change the location to oversize and it would be that holding record, but this is going to a completely different holding record. So I'm going to click on the link
And now the empty editor opens. So it's kind of cool is this little screen on my right comes up and I could search by different things. So I'm going to search by
Just going to church search by title because I didn't save my ISP n
But you probably have an ISP and you'll have something so it's very easy. I could just easily work, I could just easily relate this here. So it doesn't matter. I'm just going to pick
I'm going to pick one and I'm it's a book, you know, you could see all the information. So I would have better information out of my ISP and I would probably do it by
My MMS ID, I would use more identifying factors. If I was really doing this in real life.
Today. So now I'm going to click on the links. I want this to be attached to this is not a photo opportunity.
So you can see the holding records and success successfully we linked to this new MMS ID.
And I know this is my institutional MMS ID, because it's 4804 that's the institutional zone identifier in the MMS ID for owning out so I know that's there.
Yes, you can search by MMS ID. Totally. So if I want to do that I could. I think he can. So we'll do that again. And what I'll do is I'm going to take this and I'm going to read link back. I'm going to really the other way.
To take this number, so it's nice. It really linked it, and all I have to do is all File, Save and release. Because, you know, you want to make sure anything you do get saved, and you release the record.
And as you can see I was negligent and doing that, after an hour, all these would be available to other people, but I'm going to click and I'm going to release all my records.
Yes, I am sure.
So that's relatively easy to read, like, so what we're going to do now is we're going to go back and do another search
And I'm going to pick up on a different record.
See, we have
And I want to, I want to move this holding record. I'm going to move this holding record to that MMS ID that I just copied. So if I click here at holdings.
And I'm going to click reeling. So it's different. There's no ellipses. But the real link is now up here so it's still available, even if you don't have multiples.
And the editor opener opens up I have both. So let's see if we can do it by system number. Yep, so you can put in my system member Control V
And I'm going to search because that's the holding record. Oh, I don't know if I want you to the holding record. Let's see what happens if I say I want to do to the whole day record it won't do it.
So what I'm gonna do is I'm going to go back. I'm going to pull out a different MMS ID. I know that was a holding record because it started with the two
So I'm going to go out here.
So holding records begin with a two and the big records. Start with the three. So I'm going to go up here and I'm going to move it to
This record service going to click here so I can swipe them MS ID. Oh, sorry. It starts with a nine. I don't know why I started with the three, probably because of barcodes. Excuse me. So it starts with a nine, but the holding record. Start with a two.
So good indicator where you're working is based on what the number starts with. So I'm going to click here on my holdings.
And I click my link button.
And I put the system number and this time. Hopefully, it should work.
Wow says no interesting should work. It's not working. So I'm going to refine my search
See
Let's try any field contains
I'm just going to try it in a different
Field and see what happens in the clear this
See now pulled it up. Interesting. So I would do that as a keyword search
Quirky but sometimes playing around, you can figure out how Allah connects that I'm not really sure why the system number didn't work there, but it didn't keywords. But here's the record I want. I'm going to click reeling.
And now it's been successfully relate to that MMS ID. This is not a photo.
Which is what I wanted. And I'm going to save them release that record all is good.
So interesting. Thank you for answering that I knew you could do it, and I should have tested it. I was doing is beyond because it's just a nice easy way to get two things as well. But yes, you can do by m&s ID you do by author, title combination of factors.
Any questions about rethinking holding records. Before we move forward.
Okay, so really babe records. So you know I know NAMA, you can. A lot of people got used to overlaying records right overlaying OCLC numbers in the bib record to do this.
If it was on the wrong record that's no longer possible because we do not overlay. OCLC numbers in the network zone ever
If it's a brief Babe, you can add it to that record which is different because there's nothing to overlay it does not exist.
Yeah, if it was the last two holding moved it, I would. That was the last holding move and it did not want me
To do anything. So, you know, Nancy. I'm going to go play around with that and I'm going to test it out about what happens if it's the last holding move because I believe that was the only holding I had on that it didn't prompt me to do anything. So let me go and investigate that.
Because there is a job you can run later to find buildings without items and remove them. It would be nice if you didn't have to do that, but maybe in cases like that you might have to. So I want to test it before I give any definitive answer on this.
Unless somebody else knows the answer.
I'm just writing a note so sorry I'm pausing
Okay, thank you for holding out for that one. Okay.
So no more overlaying the OCLC number. So this means we have to reeling. So if it was an order record and you know cuz sometimes we get the wrong record from, you know, the wrong record comes from goby or whatever vendor you're using
And vendor records sometimes or not, right, so we've had this happen where something has come in, but the record that given those they do not match at all.
So before they would, they would overlay the OCLC number and all would be good because everything under you know the order
Items holdings would all be attached to that new OCLC. So now, instead, it has to be at the POS level, which is the order to record the order number and all. It's just not to confuse you. So when I used to. Well, that's what I'm referring to
So,
You want to make sure you really get to the right people well
And you might do this because like I said, you get a record that was wrong for, you know, maybe you get a single volume per multi volume set and you don't want to have the multivolume babe record using one single babe record.
And or doesn't match or just doesn't match the existing record so
Let's faces that you know if it's in the network zone. Great. You can just read link to that to that record. So, but if it doesn't exist. You need to pull it into the network zone.
And you know that same process doesn't it first. We always check the network zone. It's not in the network then then it needs to be added to the network so
So,
You can be link to appeal. Well, if the POS is in review deferred auto packaging manual packaging and ready
You cannot read Lincoln. If it's in a temporary location if it's on loan.
If it's linked to the community zone.
If it contains items that belong to two different burgers. I don't know how that happens. But this is one of the things that was in the documentation.
And the P O line was for an electric title that does not have an MMS ID. So just in case you try to do this, and you've run into a wall. This may be these may be one of the reasons and they're in the slide deck, so you don't have to remember them.
So if I wanted to know what appeal appeal line is I would just click like, oh, I don't know what
Okay, what do I need to do I need to know appeal line. So I'm going to click here on my orders here.
And I'm now that you so to find. I'm going to go back, because I want to make this clear because in the acquisitions. We discussed this. So when you do the repository search and you bring up information. You can see some of these have no orders attached to them.
They're probably bought in
This one is because it's on. It's on order. I mean, I don't know if it's on order. I'm not sure why there's an order record the tasks, but
Most of our stuff will have order records attached. But if you haven't been doing acquisitions. It's not going to happen. You're not going to have this until you start creating orders.
So when you do repository search, there's numbers next orders and it's nice because you can just click on it takes you to the POS associated with it. So you can see I have three and they're all
Closed
So I could click and thing is, I think, if they're closed.
They're not going to work. So I need one that is not close. So I'm going to go back
And I want to find one of my orders that is not closed, and if not, I apologize. We will go to the one here we go seven cents.
Reading for invoice.
So let's see what happens. This one says waiting for an invoice. So let's see if we can use this one. So now I want to relinquish along I would click on the link and see I have a release button. Very nice and available.
And this allows me to do a search. So if I wanted to do a search on which one I want to link it to. But I'm going to close this a quick second because I want to do Banksy. I just want to make sure, which record. I'm actually
Really linking it to
So I'm going to get rid of this. So I did this as an advanced search. I must have done at one time. So I'm going to get rid of this. I'm going to do just do Banksy
And I'm just going to click search.
And I'm not going to try to read link it to something that doesn't have an order, but we can test that and see what happens. But their electronic so it would not work.
That's probably why there's no order records. So I'm going to do it. The man behind the wall. I'm going to click right here.
And now it will be linked to this and then the two items that were attached to
Banksy the Bristol legacy
Under this order or are now going to be here. So if I go to peel well to 73
Because you can search by peel on number. I'm going to click confirm
And so you can see it's gone that order record is not here anymore.
And now I'm going to go here because I want to look up the number. So you can see I've ordered lines PO and 273 I'm going to type that in.
And
Here is to 73
Almost second
Let me go back. So it just shows me. Here's my, that's the order that got moved and see. I don't want to close it on Nickelback.
Me Do my little Banksy search
So we get to the man behind the walnut. Click on orders here.
And here's 273 so I wanted to show you clearly that it was attached to the right record.
So you just to verify. I always like to look, I don't want to trust that it's going to it, just because it says it worked. It worked. I want to always make sure
And once you get comfortable system, you'll get you'll become more aware and more certain that the functionality is working as expected. So you can see this is now attached to the orders of that other record.
And it is also given as you see a new the new title. It's given the new record information and everything. So very easy to do.
You just need to know what you just need to have a POS to be able to do this. This is why I showed it early on because somebody came, came up against the wall that they couldn't do this.
And they were didn't know what to do because they didn't have POS orders in place. So I would say create a couple of orders.
Moving between each other. Read links. See what happens. Make sure it doesn't expected to say get used to the process. It doesn't happen a lot that we have to do this but it happens and it's good to know how to do this.
So there are any questions about this before we move on to
Sets.
And the ante. I'm gonna look up that question. I'll play with that and I will get back to you on that because it's it's a good question. You would expect it would have a similar behavior, but
I just different you know workflow.
In the, in the processing when they did the program a there's a different flow chart. Okay, so
We're talking about sets. So there's two kinds of sets that we can have there's itemize and there's logical so itemize can be created from there uploaded from a file or analytics there static, they do not change.
The only change if you change the file yourself manually logical sets are nice, you know, there are saved query from Allah. When we do a repository search and I'll do one to show you. It's very nice because it's dynamic and changes. So as things change.
It gets updated and you don't have to do anything to that set it just automatically updates. So if you have a look. I'm going to show you a set of missing for missing titles and it's very nice because it will
Update as I add more missing titles and now I'm ready to withdraw all those missing items because we're not going to replace them. And it's been several years and they haven't shown up or whatever your policy is to do this maybe its yearly
Or as they come through.
This app. It's a nice feature to be able to create the sets and have them be dynamic
But there are times when you need, you may have another mindset, you may get a vendor, you know, vendor files you know MARC records and different things. The only thing is in those files. They need to have an identifying feature that Allah can understand. So like 35 you know barcode.
And menace ID. And you can also create a file.
From a repository search. So these are things that I will show you
So if I wanted to create a set
And I'm going to do.
This go items and they do an advanced search
And I'm going to do process type physical items process type. So you can see this whole list of process types come up, but I wanted to missing because I've created I marked some missing. And I just want to search for them.
So here are my missing items.
It's great. So now if I went out and I added some I changed more records to missing this would be updated. So if I went right now and I marked five more records to missing would be up to 16. So I've already saved this query, but we're going to pretend I didn't
And I could. So there's two things I can do here. I can save this it will become a logical set which is really, really nice.
I can also export this to excel and I do suggest when you do jobs when we get down there later you save it to excel. So you can go back to the information and verify the changes were made and things happened as expected because
When you make those changes that set is now empty because it doesn't meet those parameters anymore.
So I was going to come here, I could just click here on this export I can, and it's nice. This will be a nice easy one because it's very small, so I'm going to open that up and I'll just show you what that file looks like. And I'll share my screen.
That's not the one I want to show you. Hold on.
There it is. Hopefully you can see my
My missing titles, so it has a barcode, you can see
Hold on, not sharing it says its paws resume sharing don't want to share that one. Hold on, let me just do a new share. Sorry about that. All
Okay, so can you now see my screen. I HOPE YOU CAN I HAVE TO FIND chat. Sometimes it's now it's gotten lost on me. There we go.
So you can see that it has a bar code that's an identifying feature. So that's good information. Everything has to have some kind of identifying information and you can scroll to give you all different kinds of information. The NMS ID.
So if you want to change this file, you would just have if you didn't want it to be this long. You just wanted to have, you have to have some kind of identifying field that Allah can work with otherwise that
So I could just save this file easily as a set
So I just want to show you how easy it is to send it out to a file.
So here I'm going to do a save query XML show you how to do a logical set. So I'm going to save my query. I'm just gonna name it missing to
Because it's my second one I have already had the set
So I want to, I don't want to make it private.
Because maybe somebody else needs to run this job on this. I'm not the only one who deals with this or maybe I am. I'm the head of a department. And I just want to be able to see what's going on.
Keep up to date. It's just nice to have that not private because if you keep it at. Yes. Only you can see it. Nobody else can do it. You want the set says set to active, you can't change.
A set from logical the itemized you'd have to create a new set if you wanted to change it for some reason. So now I'm going to click Save.
And so my missing two is right here.
And so my set is set.
Sorry about that. That's really, you know, I'm so
Sorry, I forgot all about my sets.
And I'm like, oh, you know, I want to go see if I have anything new is an updated. So I'm going to go into my physical. I'm going to just mark some
Risk and marks and books missing so you can see it goes up. I just want you to be aware of what can happen.
You click on items.
And I'm going to toggle missing status.
And I'm going to go back. I'm just gonna do a couple just to, just so you so you can visually see that what happens
Oh really, mark those missing. So I've been playing around. As you can see,
Okay, so I'm only adding to. But if I go back
And now if I want to look at my sets. You're like, okay, so how do I get to these sets you go to admin.
You can go to Manage job and sets and you go to Manage sense
And then I could go here to my missing sets to
And I'm sure he would also affect my missing item processes to be withdrawn.
I have a couple. I was just testing. So I'd go in here. If I click Edit. I'm going to show you what happens is only allowing me to edit how I set it up the set details, nothing else. So it's not what you think. And it does
If I click on results. It gives me my revolt, which is great. I can duplicate this set. If I would like to
And
See, I'm getting what itemized is
itemized changes to set. Oh, you can. Oh, I was totally wrong. I should have known this for my own notes, you can. So I was like, I want to change this to an itemized set, you can, however,
The item I set can't become logical, but an eye, a logical set can become itemized I want to combine sets. This is where I do it if I want to get rid of this. I can click completely delete it.
So we want to go look at our results because I want to see that this increased by two, which it did perfect exactly what I want to see happen.
So now say I want to do an itemized set. I'm going to come in here and I have a file. I'm going to come into
Manage sets.
Going to click Add set. And I want to make it itemized
So now you can see it's a little different. Right. You know, you want to give a set name. This is all the same.
Except for this content origin. So, and then here's a file. So I'm going to put
Test. I am past and I'm gonna just call it now you
And I would make this not private what active institution, only because I don't want other people to discover it. There's no reason this is information for us. It doesn't need to be discoverable. So I'd go in here and click on File.
And
I wanted to do this. I'm just going to pull in
To see if they have it as my test. I knew I did save one but I may have done under documents. So I apologize.
Yeah, that's not so we're gonna go downloads. I'm just going to pull in one of my results. And I'm going to click Open.
And it will download it and I want to see what that is, but it's as easy as that you create a set by uploading a file. I could also do it from Analytics. And I would click Save.
And then my
Are you test.
Interesting.
Just call it test.
Well, that's weird. Okay, so we're going to go back. They do have a test itemize so I'm going to go here, just so you can see all the figures that we have four minutes. I got to figure out where that went. Sometimes things disappear. So if I went in here. I could look at
These different functionality here so I edit this just edit. Like I said, the parameters, I can just go in and change this not what I want to do.
Catalog set, you could use to catalog. The setup will open up in the meta data editor. However, there's a limit to 200. And so there are too many it's going to say. Nope, can't do this. It's going to break
Here it is, it just showed up. Okay, so very weird. It just took a moment to to
File had it wrong. I apologize. I know what happened.
So I uploaded the file the file had to be uploaded it just took a moment waiting for things to be instantaneous. I could duplicate this I could combine sets. I could filter the set and I can delete it.
So let's see if this one I can go into catalogs. I'm just curious if this one should be much smaller but I may be wrong.
So if you need to make some changes. And so if it's a set under 200 it would allow you to catalog, the set
Okay, so I apologize. Time is we only have three minutes. So let me get the chat up make sure I didn't miss anything. I know that we've been behind dinner sessions. I think what happened was, things got
More
Oh, sorry. Somebody asked
Oh, I'm sorry. Is my voice better. I apologize for that.
It may be that I moved my headset. So I apologize for that for my thing. I might and my chat disappeared. So I apologize to that as well. So
I apologize that we've been running behind a bit
So next session we will do the rest of the session and we'll have answers. And if we need to find some other time. Maybe we can figure something out. But I think next week, we should be all set to be able to catch up on everything else. It's just I think
Content ended up being more complex. And when we were going through that we thought. So let's see. I want to go sing 200 limits. So to catalog, a set, there's 200 file limits, you'd have to break your Excel file into chunks to be able to do that.
Yes, I, I believe the sets will be preserved Shannon
Are. Yeah. Is that the one you said to ask base camp. Good question. If you ask base camp. Thank you. I think they are, but I'm not 100%
As can't like Shannon said
Yeah, I think, I think they are. But I think there were some qualifications to it, which is why I didn't want to respond. One way or another, I think, I think there may be something that you know because because the inventory will change.
Completely
I would imagine that there that there would be some differences.
Yeah, it would cause some problems because I knew mm SS IDs are going to change. You know, Item Status would change, but I don't know if maybe the set
Does so great, great question, and thank you, Shannon.
I'm see
Let me just the screen as the logical set dynamic because it's running behind the scenes continuously or run to, you know,
I think it's running continuously behind the scenes. I think that just that set I think once you do go open it up. I think it updates. I'm not hundred percent sure what the workings behind it really is Kareena
But it does update it's it's it's not static. It just keeps changing its dynamic because the information in all my changes. I'm not really sure how they
Ellen says we launched the search overtime, we relaunched the search. Thank you. Ella, and I think you're right. I think, or do you remember that that it does that. But the thing is, is it's nice because if you were doing something with
A set that you know you change things in that grows, you have to worry about creating a new set for it, it will just update and change as long as you do it as a logical set
Okay. So, Carolyn, I'll see. I don't know how much time. There's so much programming going on, but I will see what we can, I will see if we can at least get another day with Shannon, I'll try to see if we can work that out somehow.
I'm more flexible that but the scheduling for sessions or not. So I will do my best to see what we can do. I, I, there's a lot of content and
When should we got deep in the weeds and just seems it just seems to grow so
I want to shortchange anybody. Again, we can still keep working on base camp to communicate and I can put up any you know their areas you want to discuss or not treat on
Now some workflows on. I can also create that and posted the base camp. If we can't do other sessions. So there's other ways for me to help support you.
Are there any other questions at this time.
Great, thank you so much for joining me today.
pretty senior on Monday. Have a nice day.