Doesn't mean everybody has to attend. But I will do
something valuable to people who are unable to make it during this time.
Maggie,
Oh great, actually did. Yeah.
So hold on, I see, actually, is it because
I'm going to see
Well, it looks like somebody else logged in, it may be recording so we may be good. All right.
No, I can't hear. Shannon speaking, actually. Oh. Thank you Shannon. Thank you.
I appreciate it. Alright. So were there any other questions that cropped up from
The last session. Besides this pressing, you definitely want to save anything because if you don't save anything in the mark at the Metadata Editor, you're going to lose it.
So you just want to make sure that
You do save it, because you don't want to lose the changes you've made.
So I'm going to move forward. We're talking about
How the whole thing's records are always created upon order. So there's one time orders a continuous orders and standing orders. So if there is a one time order it creates a holding record in an item record and when it's continuous order it creates just a
Holding record and when it's
Standing Order no inventory no holding record and item record are created. They're actually created in the network zone.
And we'll get to that later. But I'm just trying to give you just a little brief overview during creation of the p o line which is the order record that we're used to hearing in olive, but in Alma. It's called POS the P O line.
So there's many ways that holding
records can be updated. They can be updated on order. They can be
And I'm not going to go through the whole logistics of this cuz I don't want to take that time up because this was done in acquisitions, but I'm giving you this information because it's available and you can play around and see as well.
So you have, they can be. They can be changed. Upon order. You can leave it as is, which is an order.
Holdings, you can add
It to change the location at that
Time, if you wish, expand. You can delete them and add new holdings records.
So,
Sometimes you have multiple
YOU'RE ORDERING multiple copies
Of an item.
And they're going to different locations and
Maybe a
When they do arrive, the person who ordered them. Remember, there will be a notation somewhere and maybe it's a great place for them to put in that information. So it's available to when it does get caught cataloging and processing when it's received
And there's another place that you can also
Change.
The location is upon receiving the item itself.
And in item record.
And the question is, can you change the location in case of error when Oh, definitely. You can always change the location. So there's, you can do it in the item record if it's
An
Item specific that that is just
Going to a different location, it will be attached to a new holdings.
Record. So it's really easy to do. And we're going to get to that later. So yeah, anytime. If you send an item to the wrong holding our location which is held in the loop holdings record.
That it will, it can be easily changed, no matter what. So you can move these things around relatively easy and it's pretty seamless. Once you get used to the process.
So I just wanted to explain a little bit about that. So,
The interesting thing I was
Would you do this if it's on WHEN YOU'RE ORDERING IT AND upon receiving, you're not going to have
Any
Call number at all.
So in that case, then that's when you're going to go into
Metadata Editor and you're going to start
editing your holdings record from
Here I'm just going to start displaying
Doing, and I just want to
Also let you know.
I know you were all a lot of us are used to using the holdings code and OCLC to set this location.
In Alma, and it's no longer necessary. So this is when it comes into play. It's either done in the holding holding record. It's also in the item record where it says location.
So you can set the location in these places and you don't have to worry about that four letter holdings code that we've become accustomed to.
So we're going to go into
My screen.
Always makes it so difficult to find.
Sorry, I'm having trouble finding the screen.
Share
Okay, here we go. Sorry.
Here we go. So now we're in
Alma, can everybody see Alma
Say we have a new item that comes in.
It comes to our desk and we need to
Update the holdings information, process it and
Take care of it. And I know that the other system number is
This only because she could do my many ways you need to pick
Title
ISP and you can do by
OCLC number. If you have whatever information you can
search and find this information.
So here I am, and I'm going to edit my holdings record. So I'm going to come in and if I want to edit my holdings record when it's in already my institution.
And you can see my institution. My tab is already set and I did a search under institution for my scope.
And it's, I'm just reinforcing this you can see this is connected to the network. So because it has the little network symbol there. So I want to edit my holdings record. I'm going to click into holdings.
And I'm going to click Edit up top, because you can see right now and the
Be two it says, oh man, which is our main library we only have one ordering library. So whenever we make orders. This is the library code that is assigned to every order.
Maybe at the larger on University, University Centers, you may have multiple or you just have one and you need to change. You know, you may have to do something. But that comes from the POS
Do you need a separate holding for each location, for example, rap. Yes, you do. So Claire. Good question. So in Allah, you do need a separate holdings for each location and when you change the location.
It creates a new holding record and will show you that when I do, I'm going to change location. And what happens, it will tell you it's going to delete the old locate the old holding record and create this new one. So yes, whenever you have multiple
Hold it holdings in separate locations, you need a separate holding record. It's going to assign it that way.
So, so that it's clear.
So I'm going to click Edit so I can edit this. If we saw this last session, a little bit. I went through the editing, just to show you the functionality. So if I come into my A 52 field. And if you know
How to do it in Mark format. That's great. And if you don't just click control F.
So as I said, the sub location, the library. The collection is right here. We only have that and resource sharing other libraries may have more choices. Sorry about that. Because once you go into another
Field that bump shout and it says on order, but that's not going to be the location anymore.
I would click on this and so I have codes. YOU MAY HAVE THE ACTUAL LOCATIONS felt that you may have a combination of code and location, depending on your setup and I'm just going to pick book em for now.
Which is our book. It's our circulating collection, and there would be no subfield K. But if I chose one that has a subfield k, which I will just do to show you I would put in
Oversized and that I would just click here and you see there's no call number. So this is an interesting little thing I might share with you. So when you save the call number gets populated from the record.
So you you're not going to edit. You're not going to edit and OCLC
The call number and bring it over, unless there's no call number at all. So you're not going to overwrite somebody else's call number who created that record.
So this is where you can do it and you can edit it easily in here. Once it populates you can change it or when you were in the form editor you could easily put in the subfield eight, you can put in the eye.
The reverse of all of with column number
Can you explain that a little bit, David.
So,
As you see, there's also another thing. Because you know how the call number if you decide to do 919 99 it would bring it in and populate it
It's not going to do that now because that will get overwritten.
Okay.
So in the past, we always had subfield a listed is subfield no longer necessary so subfield day
Is location here, but that
That doesn't have real location. So you're what you're going to do is the shelving location for subfield see. So yes, that is no longer necessary.
Holding records of the column that appeared in the item, not the baby. Yeah, so the whole thing record.
Has the call number in it, but you have to, when you're on order, David, it needs to be. You need to go in and edit to change it so that it gets populated in it does not come from the order record and it does not get created at that time it comes upon receiving
So I'm going to show you what happens when I save this. So right now this is 852 five, and I'm going to change this. That was a five for testing reasons, and I'm going to change this to one to show you are typically that would probably be one. Oops, sorry about that.
Okay.
This is a little different than
having issues with my my desk, my laptop. So I want to change this to
One, but it's not allowing me to. So I'm going to create a new 52 because it's giving me issues that I don't know why.
So sorry about technical issues. This is actually this sometimes happens, you know, travel, so I'm going to make this one.
And then I can just open the form editor here and I already know it's only a man so you could see if you were having trouble like me and you just can't figure out why it's not working, you could easily just come in and
Create another one, and I will delete the other one.
And I'm going to come here and I'm going to click on Edit and I'm never just remove that field. Was it allowing me to
See
Okay, great. So now it's gone. So be a problem. So thank you for bearing with me.
So here we have 852 and this is one, this indicates that is is the library Congress call number. So in this record, there's a library Congress call number in this. What do we call number. So this one when I have it as one
Know, and I click Save. You're going to see this field, he
populates in however
That looks like the doing number. So, I'm sorry, this work perfectly before. And of course, I'm sure we do now. It's having a lot of trouble. So let me double check.
Oh, sorry I'm wrong, it's one is doing and zeros library Congress, so it was completely right. So this is the Dewey. I'm sorry. I apologize for that. So at one that is the doing number
Field one when it zero, it would be the library.
Perfectly oversized collection was doing our child what she was doing, or we tend to use this to our child collection.
And then I would save them release this record because it would be ready to go. The holding Reddit grid would be set. And there is an item record as well. So if I wanted to edit the item record here.
We just see, I could click on
I'm going to click on my. I'm going to go back in this file and save and releases will get to the item record later. I don't want to confuse us. So if I go back here now to my record. You can see it's now oversized, it has the call number for the Dewey collection.
So here is the duty collection. So, and now it's all set. So now if I was in here. I can easily add holding records and I could add item records.
And here's where I could click and I could look at my item record say I wanted to make any changes and I'm just going to quickly show you just click Edit and pop in and here is where else I could change this. So if I decided
I wouldn't have to go into the holding record necessarily to change the location, unless I really wanted to, you could do it either way.
Because what this should do it should then remove this from the book. Oh, I'm going to change us a child collection because it should be in the child collection, we don't have it should be in the child collection. And I'm going to change this.
And I'm just going to click Save.
And so you see this little note up here says this item will be moved to a new holding as there are no remaining items in this location, the holding record will be deleted. And this is what you want to see.
Because this means now that book. Oh, which I erroneously put it in because it's, you know, maybe we thought it was going there, but it really isn't it just got
Something happened or maybe it was there were moving it to new collection. This is what you want to see because it's saying I'm this Boko location holding
Record is going away. This item is now being attached to the child collection location holding record that we want. So I'm going to click confirm
Know. Is there a specific role needed to add the first holding record know if you have cataloging a catalog extended, you should be completely fine.
So you can see now there is no I know record here are holding record for that because it's gone. So now if I click back
And if I look here, I can see now it's in my child collection, which is what you want to say.
So it's really easy to change it. I could have easily have changed this in
The holding record as well. But it's just as easy to change it from the item record.
Before I move forward to adding holdings an item records.
From the meta data editor. Are there any questions.
It's relatively easy. It's just a little bit different flow of author covering needs to be done manually for doing correct. It depends on if it's not part of the main the network stone record. Yes, it would have to be done and you would put it in the appropriate subfield for that.
And if it was like fiction and you did the author
For children's collection, you know, fiction authors, you know, first three letters and such that I would, you would do that manually as well so
The whole thing record. You can also add 866 is here, you know, so whatever you normally do when you're holding record you can still do in the holding record in Alma that change.
So yes, it would be done manually in the holding record you couldn't change any of that cluttering information in the item record. So I want to be clear about that. So if you're going to do anything besides change the location.
In the holding record it needs to be done. If I click here to holdings.
So now we're going to move forward to adding holdings an item record. So say I got I received more I was given a gift and say the whole ordering process went through, or maybe
You know, for various reasons, sometimes something be appears and you're just going to add the holding back without going through the ordering process which is
That typical because it helps them. Correct. Correct. You know, helps to track everything that takes place in Alma, but for whatever reason. If you need to add a holding record at this point you can do this.
So you would click on holdings again.
And I would click on. Oops, I would click, actually. Sorry about that.
So if I click here.
I click on holdings.
It's not showing me my add your holdings, because if I had multiple holdings. It was so I could click Edit here, which is fine.
And then I could click on my ad holding tracker. So I could just click on this and it will pop open a new holdings and this one I'm going to put in our preference collection.
Just so it's a different location and it's clearly defined control app opens us up. If I do not populate this or any mm first
I am not able to put a location. So if I just left that blank and I went here. There were no locations to choose. So I'm going to go here. I'm going to pick my library and then the location. So I'm going to put it in reference
To. Let's see.
I'm not sure I'm picking the right purpose, to be honest with you, but it's close enough. And we'll put our PDF for reference, because it's we have multiple some upstairs and downstairs. So
And I'm just going to click in here. And this one I want to make sure that the 852 is the Library of Congress.
Number.
So,
So I was clicking delete in those boxes. If you backspace. You can't get rid of the pound signs or other indicator numbers. So you have to actually hit the Delete key. And that's
That's a learning curve for me because usually you can just type over them in other places.
So if I do that now it's going to have a different column number and I'm going to click on save. And you'll see it should populate
And it gives me the library Congress column number which is what we want. So I've saved this. Now I'm going to save them release this record.
But what happens is, I've only created a item record. So I'm not going to release it yet. I've only created holding record. I need to create the item record for it. And this is where you could click Add Item
And now I get this physical item editor screen up. So just so you know the barcode is a hard return. So I'm just typing random things and you'll have no barcode. It'll scan them and it's a hard return and it saves it, just be aware
And I'm going to pick the proper material type your item policy should be set.
It should default to to your fulfillment unit rules. So you should not need to do that. But if for some reason there's errors. You can something's not working right, you can always do that. And it's also not a bad idea. It's a fail safe, but it's not necessary, because that spy
All the university and all the campuses took so much time in creating fulfillment unit roles so that long periods.
Would be based upon locations. So here's my reference up collection. I'm like, oh, I don't want it to be reference luck collection. So I'm going to pick the right one. So I knew I wasn't picking the right one. I just couldn't identify from that screen.
Here it is.
I don't want the office. I want this one. Okay, perfect. So see how I could change it there. But say, Didn't even change it. They're all I need to do is scan in my barcode.
And because I didn't do an order and put the material type in, that's why I had to do it there, but most things are going to start with an order, but I want to show you all the different functionality that's possible.
I just made chat ginormous.
So now I'm going to click on the Save button.
And it's going to move my item, which is fine if you didn't change anything. You won't get this it will just save it. You got any kind of message.
And here it's opened up.
You can see it opened up my reference
Here's what's interesting, I will show you. This is a weird quirk I found out. So I changed it in the item and that play at that on Pawn creation that this state, and I need to manually change this, I realized I noticed that
I noticed that at the last like when I was testing, but typically you would keep the location you have and everything would match, but if you find that for some reason your location isn't matching an item here.
Because you've added in the Metadata Editor just double check there if you change it in the item record. It doesn't cause any problems so
I think it's because I changed location upon creation. Here is why they don't match. So just something to be aware of. So if I went here and I just left that as reference
St. I think it was
Well, just if I left it as reference st a rough. Sorry. Thank you, Danny.
That's why I couldn't find is all the way up there if I leave it as a if I had done it properly as a rough and I saved it. Everything would match fine but because I changed that location.
Upon creation of that item record it didn't exist. It didn't change the holding record, but if you have existing item records. This is not an issue. So just be aware of that.
So it's nice because I could see right here I have these are the two holding records, I have
The call never still has oversized in it, which is interesting. So, but when we were in the item record you can see it was clear. So,
I'm still working out why these little quirks. I'm going to reach out to actually bridge. Just so you know, these are things that just recently I noticed upon deeper testing.
I've been playing around with this for a while, but they just suddenly cropped up. So I'm going to save and file and save them release these records.
It's the child collection, but it's giving it a call number of oversized Anastasia, and it really shouldn't have oversized, it should have child. So, something went wrong in that process, but it could have been human error on my part.
So perfect
So,
I'm in the wrong one. So I'm going to click here and I want to save my release.
Sometimes in testing it starts doing things you don't expect that. That's okay.
Oh thank you Amy Okay good human error. So thank you for catching that
Perfect. So if I went back and I removed oversized, then yes, that would not be there so we can actually go back and do that to verify that's 100% Yep, there it is perfect. And I'm going to get rid of that to make my to remove any confusion. So thank you, I appreciate people
Looking out so
So now I'm going to save them releases and now they will match perfectly as expected.
So, but there's that weird thing about when I create an item. If I changed that that time and I will reach out to actually just to find out why it's probably something, it's probably
Has to do with the flow of how it was done particularly. You wouldn't do that. I mean, if you're creating an item, record your pie habit match. I just was changing it at the time, so
Are there any questions about that at the moment.
And thank you for
People catching my errors.
So we'll just go through it again and we'll do it without me changing any locations, just so that you can see it does work.
So here now because I have more than one holding record, you get this ad holdings.
So if you don't get have more than one you have to click Edit. So here, here's add holdings. Now this delete holdings looks really great and wonderful. Right. So I'm going to say, adjust this really quick. So if I click here and I do delete holdings. I'm going to get an error message.
So you see that little error, error message that
pops up. This has holdings are not emptying cannot be deleted. Say thank you still you need to delete your item records and your whole thing and then your record in the zone.
Not the end zone, not in the network zone. So it's still the same process. There's just no ADM record so you don't have to worry about that record.
So I can't do anything here with deleting it until I have taken care of it elsewhere, and we'll get to that withdrawing
After
So here I'm going to get rid of this. And I'm going to add a new holding here.
And I'm going to put the right collection, this time.
And I've been opened up my form editor.
And I'm going to go in here and I'll pick my library, the location of the collection.
And because we only have one library. It's very simple. When you have more something to pay attention to. And this is going to be, let's see, where to put this one I'm going to make this one book. Oh, this time, and I'll make this oversized
So now I want to make sure that I give it the proper
Call number and I'm going to pick the Library of Congress, because in that collection we use Library of Congress.
And I'm going to click Save. It's going to pop in that information so perfect. There it is. And now, again, I'm going to add that item record. I'm going to come up here. You can also go
can also edit. Add the item record using other functionality. I think it's the
All I
So again, this is a hard return. I just randomly typing information.
Will put in the material type
So here I'm not changing anything. So this is going to be quick and easy. And I'm going to click Save.
And you get little pop ups. I like the pop ups because they tell you what you've done. So now you can see here's my oversized it's an oversized collection has one item, it's valuable.
And it's as expected.
So I'm going to File, Save and release. And there's a question. So can you add a second holding without going through the gift ordering process. If it is a gift. Can you
You can the gift ordering process is pretty streamlined that all you have to do is you just create the order record. You don't have to receive it, or do anything else. It's not a very
Large process. You don't have to receive anything. You don't have to create an invoice. So it's pretty simple. But yes, that you could do that.
It depends how people how your institutions going to handle acquisitions. So typically, everything starts with an order record but again there are exceptions and different campuses are going to choose how they handle different nuances.
Does that answer your question.
Because I know in our library we sometimes get things that reappear that we've taken out of the system.
Because, you know, for various reasons, so they end up coming back and we
Can you can add them in that way as well. If you'd like for those kinds of instances. But again, it's, it's very campus subject and it depends how deeply your campuses using acquisitions, which it needs to use for Alma to function properly. There's levels.
So,
Great.
So here I want to show you is that in the network zone.
I'm going to click on the network side and you can add
You can add like gotta get rid I gotta do this to all titles, because it won't show up. So the other thing is when you want to look in the network so nice. You should use all titles.
So there's no inventory, so it's not going to look for anything physical so I'm it changes to network has on up here.
And here we have the record is network zone. So say this was a standing order.
And it came in and you would click on Edit record because you need to be able to create it and it seems really weird.
To create inventory from a networks on record that contains no inventory
But what it does is it, then, you know, it connects that you have a holding to this. So the network. So knows that you hold this in the zone and it puts your holdings information.
And your item record into your institutional zone. So it's really kind of interesting. When I first was doing this. I'm like, this can't be right, but it is so I even got verified specsavers it just seemed
It just kind of went against what i i was expecting. But it's really neat. So standing orders. This is how you add inventory. You know when you receive something. This is how you would do it. So you're going to get standing orders that you're going to have to add in, you know,
So depending on how they're set up in your system, you know, you have a bucket. And then you get it and you need to create a holding an item record. So this is
This is the network zone record and I can tell because this 4801 at the end indicates it's an institution zone record.
If you look at the end of all your i mean i networks on record. If you look at the end of the four digits of your ice zone records, you will have a different four digit number we have 404804 in Oneonta
So depending on your institutions, you're going to have a number that's different than 4801 that that's a good indicator that this is a network seven record that you're working with.
So, same thing. I click here.
I want to add more things.
Oh, I'm sorry. I didn't mean to go too fast. So right over here.
Oops.
Hold on a minute, I'm going to
Click here and I'm going to just back up.
I apologize for going to quickly on that. So here I am, and I am in the network. So, and record. So it's in two places. So right here under the mark bibliographic this MMS ID this long number which is like the big system number. If you want to make the connection.
This 4801
Identified identifies it as a network zone record.
So you can see down here because I opened it already, because I was creating a holding record.
It brought this up, it brought up the this new system number that it's generated for the holdings, as you see it starts with a different number. But the number at the end is 4804
That is only okta's distinguishing number. This is an ice zone record for Oneonta and your institution will have a different four digit number at the end.
So I'm just going to close these holding records. I'm just gonna, I'm just right clicking and I'm just going to release them. I want to say yes, I want to release them.
And I'm going to go back to this record because I want to show you once I click on this ad holdings, it's going to pop up under Mark holdings.
And it gives you that for my institutions number at the end you will have a different number. But you can see how this is the network. So on record, but it is creating a holding in my eyes. So in the ice.
And ice. So, and that's what you want it to do because there's nothing. It doesn't contain anything and the networks own besides the record and the connections to our ice zone. So the holdings, so it knows that we have this stuff. It doesn't know what we have. It just knows we have it.
So I'm going to click on my form editor and i know i would like to
Use the I'm going to use
Going to use the Dewey number again and I'm going to delete that second indicator, because I don't need it.
And I'm going to open up the form editor control F.
And you can see it gets a little squished when you have both the
split screen, but it's all good. And I'm gonna make this one child again.
And
From here I'm going to put the prefix his child and I need to change this because it's actually wrong and make it one Yep, good job. Amy, I was there, get that. Yep. So I want to make sure it's one
And it's as easy to fix. You can go back and fix it. So if somehow you forget to do this and it populates the wrong call number or you haven't edited the call number you can easily edit it anytime. So I'm just going to click Save.
And as you can see that here it is. It has some feel okay and it has my DO WE COLLECTION. So there, it's great.
And yes, I actually included keyboard shortcuts in
I believe in the last slides that have links to them, there's, um, Harvard has a great one. There's one for x sleepers has one. So there is a keyboard shortcut.
And you can also go up here. I mean it's, you know, if you forget you can also look in the different
menus and they will give you the shortcuts. But I did include them in the last slide presentation as well as diet critics, which we didn't go over, but I figured I'd include that it says reference. If you ever need to add those
So I'm going to go here and now if I want to create item record. I can add an item record, just like we did before so I'm going to click Add Item. It is going to pop me into the
Yes, oh, interesting says it already exists for this title. So I'm going to give it a different one because I don't want a conflict and I don't want to cause confusion. So I'm just going to call this one book em and I'm going to get rid of my prefix there and I'm going to click Save.
In our book, our main collection really isn't doing, but this is just for testing purposes, and I'm going to click
Add Item here, the physical item editor opens up and I'm just going to give it a barcode.
And immaterial type, and I'm going to save it, because I don't need to do anything else. Everything else is good and there because the locations already set we have everything set for that. We don't need to make many changes in there. So now you can see I have
Four holdings.
And I reference oversize main collection. And then I have the child collection.
So are there any questions before I move forward.
Yeah, I mean, if your institutions not using acquisitions. Yes, you would need to do is create your holdings and your items. Yes. Because upon receiving that usually when you set up your item record.
So I would follow this process if you're doing it through the cataloging if your, your institution is deciding not to go that route.
But if it's something you have any ice zone you, you can do it in the network zone or the zone. I was just showing you that even if you did it from the ice, the network. So, and it's going to give you
Your inventory and you're in the institutional zone.
Because that question came up in base camp.
Thank you Shannon. So Shannon said, just to note that soon he recommends, to use the technical acquisitions method, rather than going through the meme de editor as a method tech catalog.
So what's nice about that is the technical editor. It's kind of like gift if you put technical acquisitions in
It.
You don't have to go through the receiving process and you don't have to create an, you don't have to have an invoice for it. So it does the same process.
And it's actually very, it's very streamlined and nice. And so what it does, it just you're creating an order this exists. There's no funds associated to it and there's no amount associated to it. It's just for
It helps with Analytics about new purchases or how you're getting information in. So thank you. Shannon for bringing that up.
So,
I don't know how every institution is handling their acquisitions, because there is this technical acquisitions method. And then there is the full acquisitions method. So,
But when you do have to do when you do do a standing order. This is how you create the holding and the item record for standing order in your system.
So I have some slides that talk about
Viewing the inventory and and the editor. We talked about this last time we talked about this as well as that.
Here we have it, we can see that you can see the different locations. This is for for holdings, I can edit the holdings from here are five like I can just view them and I could also view the items.
I could also delete it. But if items attached, it's going to give me that error record at that error message saying you can't delete it, you have things attached
Thank you Shannon just posted to FAQs in Libya answers that will be helpful. I'm talking about acquisitions mouth the technical acquisitions, nothing.
So now we're going to go. If there's no other questions related to this. I'm going to release all my records.
I could do this because I don't, I'm not worried about cyber already saved them so hope, actually this one. Yep. I want to release them and I'm going to release this. There's nothing in there. Just making sure. And I'm going to go back
To my record. So say I came in here and some something not damaged, and we're going to get rid of it or reading time to get rid of it.
And I want to make sure if I click on the ellipses here. I don't have any
Items. I have no information because I'm in the network. So if I want to click on my institutions, though.
I can click on the ellipses. This is also co bro actions. I mentioned that on the first session bro actions ellipses.
So here it gives me all these different things I can do. So I want to click on items because I want to view what items I have because I have to identify
But if I had the barcode. I could go up here and I could do physical items and I could scan the barcode in and it will pull up that item.
As well. So I wanted to go in here and do items identify which item needs to be withdrawn.
And I'm going to say it's circulating collection. And we're not going to replace it, because we have three other items and you know in different locations and all is good. So I'm going to click here and there's this withdraw.
option from the ellipses. And I'm going to click on that.
So it's going to ask me to confirm this, there's a lot of confirmation messages that pop up and Alma, it's just do
You know, just to be like, Hey, do you really want to do this. So don't really mind withdraw this item. Yes, it's damaged. We're not gonna replace it. And I'm going to click confirm or maybe it got, you know, so I'll click Confirm here.
So it is the only item.
In this holding record. So I want to talk about
The different options here before we go forward. I'm going to choose. So if I don't don't change the whole thing record that means a holding record will mermaid. There'll be no items, but it will still show.
In primo be that we have this and it shows in the network. So on that we have a holding for this.
Then if we go to delete the holding record that will delete the holding record, which is what I'm going to choose for this option.
So suppress the holding record from discovery that just suppress that just suppresses it from primo V discovery.
It does not suppress it from showing that we have a holding in the network zone. So maybe another institution is in there and they say, oh, they have this and they want to make a resource sharing request, but we really don't, because the network. So it can't tell that we have inventory
So,
So it doesn't do anything on the almost it just suppresses on the primo side.
And then if you wanted to leak bibliographic record unless or other holdings present. Now this I would do.
If this was the only record. We're not going to replace it. And we're going to do a complete withdrawal. But since I have three other items. I'm going to choose Delete the holding record.
So are there any questions about these options before I move forward.
Yes, it just deletes in the ice, because if you go to network zone and you can delete a networks on record, you don't want to. If there's any
Holdings associated with it will say there's other holdings associated doesn't know what it says there and let you but you don't want to ever delete this is only deleting from the ice zone. So great question. And yes,
And I tested it out multiple times, because I was like not 100% sure
But I'm hundred percent sure it's only the zone now.
So I'm going to click Go now because I'm just going to delete that holding it. So now I have three
And you could see item has been tested successfully deleted and the holding bill library circulating collection was deleted. So now I'm have three holding records, which is my expectation. This is what I should say so.
What I'm going to do is, so I can show you what happens that this record will still exist in the network. So, because I think it's important
Not just to take my word, but to also see concrete evidence that I've it's true. So I'm going to delete all the rest of these just quickly.
And I'm going to come here and I'm going to withdraw.
And I'm going to say yes, I want to withdraw and I want to get to delete the holding record and click Go.
And I will do it for the next one.
Yes, I do want to delete this and withdraw this so withdraw equals delete so
Click Go.
And now this one I'm going to go, Yes, I want to withdraw it.
Are you sure you want to withdraw this item. I'm good.
Now if I said now.
Yes, I believe you can. Now we'll go back to one, you can actually, I think you have to withdraw them one at a time. Unless you'd maybe do a batch processing.
Because there's no like multiple check to withdraw that I'm aware of, but I will verify that. So I'm going to write a note to myself for that.
You might that might be like a batch withdraw, like say you were reading a huge collection. And then you would do a set and then want a job. Thank you Shannon
So I'm now going to delete the blood be bibliographic record unless or other holdings presence. So if there are more holdings present, it wouldn't allow me to do this. So now I'm going to click Go.
And now I have nothing, there's nothing here. So if I go back here.
It's not my institution zone anymore.
So you're like, is it still the network so
And there it is. So it still exists, but there's now not held by anybody.
So just wanted to give you a visual so you could see it and then you can test this on your own. We don't want to come in here, click
You don't want to come in here and edit record and then delete from the Metadata Editor for networks own record because as you can see this ellipses gives you very different options.
And this is when I was speaking about resource sharing request so
If you didn't get rid of that holding if I kept one of those holdings, it was still say held by me and somebody can make a request here.
If they wanted to and it wouldn't be correct. So
That will take place in primo but it could happen here as well. Just wanted to make you aware of that. So,
Any questions about withdrawing
Show you just quickly how to do missing toggle missing. It's really easy because it was in that safe ellipses. And I'm just going to pick a different title because I no longer have anything there.
And I'm going to go to
barcode and won't help if you pick the wrong thing.
So sometimes it sticks and it reverts to a previous search
That you did, like, you know, physical titles or keywords and such. So I'm just going to pick
That state. This is a but I'm just going to pick this one. So if I like to hear. I want to click on my items.
And so say something happened. This went missing. It's not been returned the person can't find it, you can easily mark this missing by going to the ellipses, or the reactions.
And you could click to this toggle missing status and I'd click toggle missing because we know we all end up having these at some point something goes missing and maybe
Before you remove them from your collection.
And as simple as it is to toggle it from process types you see right here it says process type is missing.
So it's just as easy to come here and I'm like, Oh, somebody returned it showed up. IT WAS MICHELLE. It wasn't checked back in all kinds of things happen. You click on top of missing status.
And it's now back and item is in place so it's nice. It's very simple. I don't have to go fully into the item record to do this and it makes it relatively simple. You can also do a search on you know for missing items and
So that's another nice thing too. So say you want to pull List of missing items and maybe go to shelves and check that they're really missing or maybe you want to see if you want to reorder them and you know anything else that may crop up related to them.
So I'm not going to get started with the
Next part which is
Now how moving items and pretty blinking and all that information. I will save it for the next session. It's just there's a there's a lot of content and it was probably more content when we were setting up the session than we expected that would actually
Happen. So I don't want to rush through anything because the linking and moving items and holding records. You know, I want to make sure that's done in a way that everybody you know feels that they are confident that they understand the information
So we have about five minutes, I'm happy to answer any questions from any of the sessions so far.
Or even if you have a question that we haven't covered and you'd like me to go through a process again that I've just done that you'd like to see again, I'm happy to do that as well.
Okay.
Well,
If nobody has any anything they'd like me to run through again. Okay.
And I posted that team. So I'm going to show you that real quick. So if I wanted to do an index for searching. So I could do
Me go into my base. Can I, because I now I'm like oh my gosh, how do I do this. So if I click Advanced Search. I don't want to do it wrong and I do physical titles that I want to do.
Gift of local notes. So if I do my local notes. You could also choose that from a non advanced screen. It's just I was trying to remember where this was so here we go. And you go here and you do so if I did it by gift.
So if you're doing something like that. So you see anything that contains, you know, the local note gift I have 50 of 63 titles. Now if I wanted to narrow this down to not just gift or if I just wanted to say, oh, it contains.
My name.
I could do that.
And it's going to show. There are three titles that I had gifted the library. So it's very easy. So either. I could do the Advanced Search local notes contains you do gift Maggie and I just went there because I knew. That's where I was doing the searches. I do physical titles here.
It's one of the options that popped up here.
And then we go here. I'm and I go down to be local notes. I went here say wasn't there. I just pop it up there and I would do gift. Now you, Maggie. And I'll see if that pops up my three
And it does
Okay, so we were we supposed to edit anything in the club or mapping table. We just thought, now I put that in there so you know where it is. That was set up by actually verse and you can add things if you need them, like maybe there's some column number
Call number specific
Item things that have not been addressed. You know, like call number mapping like because there's library Congress, there's two da
There's a lot have been addressed in there. So if you have something that's a typical unusual. Even though 99 is mapped in there. So it's pretty solid but it needs to be edited down the road to me to need. You can
Okay, so
So says that message set something incorrectly. So when I'm when I'm 70 I don't Santiago. So my question is,
Is that answer your question first, before I move on to the next one.
Now what I did supply you with today that shows you the first indicator Mark holdings field 852. Those are the. Those are the first indicators that you would use for the for those classification
That you want to use in your, you know, for your call number classification. So you would want to use that
So Tina I you must have set. Great. You must have set something incorrectly, because when you search local note my gift record. Can you share your screen, maybe you can. Now we can look at that off.
Maybe you can show me some screenshots. Can you show me a screenshot of a local note with gift in it because I'm not sure why it's not finding it. Maybe we could do that. Oh, good, good. Okay, cool. So yeah, so it's really nice amo really lets you if you can't find it.
You know, by using the repository searches and advanced with the advanced search features as well. Analytics is really powerful to help you drill down and find information because there's an I could also find gifs using analytics. If I wanted to, but this is
Sufficient because I can also
export this list edit it for whatever information I need, so it's nice
Are there any other questions.
Oh, interesting. There's a difference between local note and local notes.
Oh, you mean under notes, possibly because I'm not seeing local Nope. But that's cool. We'll have to check that out. Alright, great.
So,
I'm glad you figured that out team. So it's a minute past two. There are no other pressing questions. I don't stand on his, on his way traveling and everybody needs to get back to their day.
You're welcome, everybody. I thank you for your time. Sorry. A little flustered in the beginning when technology issues happen. So thank you for being understanding. Have a great day.