Transcript ALEPH v22 Updates - South Dakota Library Network

South Dakota Library Network
ALEPH v22
Staff User Upgrade Information
South Dakota Library Network
1200 University, Unit 9672
Spearfish, SD 57799
www.sdln.net
© South Dakota Library Network, 2013
©Ex Libris (USA), 2013
Modified for SDLN
Version 22
ALEPH v22 New Features - General
Retaining the search terms entered in the previous search using
GUI-Search-Find
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Currently, when a user performs a search and want to use the
same search query for a different base; the previously entered
search terms are cleared out and the user must re-enter the
search terms
Supporting the option to retain the search terms will save the
need to type in search terms again
The functionality will be enhanced to enable retaining the
search terms entered by user when selecting a different base.
This functionality refers to GUI-Search-Find –Advanced Search
and Multi Field search
The GUI-Search-Find-Multi base CCL search already supports
retaining the search terms
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ALEPH v22 New Features - General
The new functionality:
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The search terms will always be retained across all search
tabs
Note that all other find tools: Boolean values (and/not/or),
”word adjacent“ checkbox and Refine query will retain
current functionality (last user’s selection is kept)
In order to clear search terms, the user will activate the
“clear” button
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ALEPH v22 New Features - Circulation
Circulation
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Patron name fields – splitting the patron name field into two separated fields –
last name and first name – tab100 flag (migration of current patron names into
the 2 new fields will be done by running a new batch service: Convert Patron
Name (p-com-04)
Hold request related activities will be logged in the circulation log
Combining all overdue items and fines in a single notice - including all overdue
items as well as fines owed by the patron, in the overdue notice will allow patrons
to receive full picture regarding their status in the library, without producing
separate letters
Open Patron Record from Item List – list of Items will be enhanced to include a
new button - Go to Patron
Items’ Overdue Message - the return information screen will be enhanced with a
new message: Patron has overdue item/s’
Library Card printout will be enhanced by adding the expiry dates of the local user
accounts
Increase in the number of characters in patron address record
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ALEPH v22 New Features - Circulation
Patron name fields
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Splitting the patron name field into two separated fields –
last name and first name
tab100 flag - the setup will be implemented by a new
tab100 flag: PATRON-NAME-FORMAT
If PATRON-NAME-FORMAT is not defined, the current
single name field will be functioning (current
functionality)
Migration of current patron names into the 2 new fields
will be done by running a new batch service: Convert
Patron Name (p-com-04)
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ALEPH v22 New Features - Circulation
Patron name fields
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ALEPH v22 New Features - Circulation
Hold request related activities will be logged in the
circulation log
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All the hold request related log types will be created with
the following information:
● The patron which requested the hold request
● Unique number of the hold request
● Information of the requested item
● Additional data based on the log type
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ALEPH v22 New Features - Circulation
View specific hold request’s circulation log
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New button will be added to the hold requests list of the
patron and item tabs - circulation log:
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When choosing this button, the circulation log will be
displayed with the logged events that are related to the
selected hold request only
It will enable staff to easily review only the relevant
circulation log entries
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ALEPH v22 New Features - Circulation
Combining all overdue items and fines in a single notice
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Aleph supports printing of overdue notices based on a schedule
defined by the library
For example, it is possible to define that first notice will be sent
after 5 days of overdue, and a second notice will be sent after
10 days
Currently, the overdue notice includes only information about
the item(s) that caused generation of the letter. Previously
overdue items are not reported
There is no indication about the fines due in the notice
Including all overdue items as well as fines owed by the patron,
in the overdue notice will allow patrons to receive full picture
regarding their status in the library, without producing separate
letters
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ALEPH v22 New Features - Circulation
Two new fields will be added to the “Overdue and Lost Billing
Summary letter” (cir-51) service:
● Include all overdue items?
● Include debt amount?
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ALEPH v22 New Features - Circulation
Open Patron Record from Item List – list of Items
will be enhanced to include a new button - Go to
Patron
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The current List of Items in circulation module shows all item
information related to the relevant document, and enables
various actions such as hold request, photo request, declare as
lost…
In case item is currently on loan, only the patron ID and Name
are displayed. There is no direct link to the patron
Having a direct link to the patron record will enable the staff
user an easy access to the full information of the patron who
loaned the item
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ALEPH v22 New Features - Circulation
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The GUI-Circulation - List of Items will be enhanced to include
a new button - Go to Patron
The button will be active only for items which are currently on
loan. If item is not on loan, the new button will be grayed-out
(inactive)
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ALEPH v22 New Features - Circulation
Items’ Overdue Message - the return information screen will
be enhanced with a new message: Patron has overdue
item/s’
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The return information screen will be enhanced with a new
message: Patron has overdue item/s’.
This message will appear only if the patron has additional
overdue item/s (excluding the item which is currently
returned)
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ALEPH v22 New Features - Circulation
Library Card printout will be enhanced by adding the expiry
dates of the local user accounts
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Adding the user's expiry dates to the patron’s Library Card
printout will provide a better overview on the user's status and
activity
The Library Card printout will be enhanced by adding the
expiry dates of the local user accounts
The relevant printout (xsl template: bor-card-label.xsl) will
contain information of the expiry dates of all user local
accounts
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ALEPH v22 New Features - Circulation
Library Card printout will be enhanced by adding the expiry
dates of the local user accounts
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ALEPH v22 New Features - Circulation
Increase in the number of characters in patron
address record
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Increasing the number of characters in patron address
record
Extending the number of characters of the patron
address will enable registration of long addresses
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ALEPH v22 New Features - ILL
Duplicating an ILL borrowing request
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A new button, Duplicate, will be added to GUI-ILL-Borrowing
request list
Upon clicking the Duplicate button, a new ILL borrowing
request application form will pop-up with info taken from the
duplicated request
User will be able to update/complete all fields and submit the
request
After the request has been submitted this new request would
be processed like all other new requests
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ALEPH v22 New Features - ILL
The Duplicate button will be enabled for all ILL-Borrowing
request lists
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The user will be able to select (highlight) the relevant request
and click Duplicate
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Upon clicking the Duplicate button, a new ILL Request form will
be displayed
Some of the fields will be pre-populated (based on the original
request which is being duplicated) and the User will be able to
edit those fields and populate all other fields.
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ALEPH v22 New Features - ILL
Editing all ILL bibliographic info within ILL module
(without pushing the request to cataloging module)
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Most of the bibliographic info that is registered when a
new ILL request is created, can be edited via GUI-ILLBorrowing Request-Bibliographic Details tab
For non-serials request -- Series and Publication place
are not displayed in Bibliographic Details tab. In order to
view or edit those fields, the user must push the ILL
request to Cataloging module
Having all Bib details within the ILL module will provide a
better handling of the request details, especially when
ILL staff user doesn’t have permission to access the
cataloging module
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ALEPH v22 New Features - ILL
For non-serials request - new fields will be added to the
GUI-ILL-Borrowing Bibliographic details tab: “Series” and
“Publication Place”
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ALEPH v22 New Features - Cataloging
Creating 86x tags in the holding record in order to keep item and
holdings records in synch - a new mechanism will be developed to
update HOL records based on certain changes made at the item
record
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A new action, UPDATE-ENUM, and a new message type ,n, will be
developed and set in tab_z105 of the ADM library
This setup will result a creation of Z105 message each time the
following actions are made:
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Item which is linked to an HOL record and match tab_hld_stmt
configuration table (e.g. process status in not NA-not arrived nor
NP-not published) is populated with enumeration and/or
chronology data (Z30-ENUMERATION-A till Z30-ENUMERATION-H
and Z30-CHRONOLOGICAL-I till Z30-CHRONOLOGICAL-M).
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This include new item creation, update of an existing item and
checking-in (arrival) of an item
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ALEPH v22 New Features - Cataloging
For example:
● The first 17 issues of a daily Journal have been
registered as arrived
● Z105 message of type “n” is sent from the ADM library
to the HOL library and 863 field is created with the
enumeration and chronology information of the arrived
item
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ALEPH v22 New Features - Cataloging
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Few days after, 3 additional issues arrived.
A message is sent to the HOL library and the 863 field is
updated to record issues 1-20
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ALEPH v22 New Features - Cataloging
Load Multiple Items per BIB Record via record loader batch
services
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Aleph loader mechanism supports creation of BIB
records, HOL records, Items and Orders
Currently, ALEPH will only import one item record per
catalogue record
Enhancing this functionality to enable loading few items
per single BIB
The enhancement will provide a better load services to
the library and save manual intervention after load is
completed
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ALEPH v22 New Features - Cataloging
Extending Number of Columns for print-08 Output
Report
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Enabling more than 6 columns in the output report of
print-08 (print catalog record-columnar format) will
enable an improved report with more data per reported
document
The number of columns in the print-08 report will be
extended to 10
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ALEPH v22 New Features - Cataloging
Order of Subfields in Correct Heading - keeping the
order of subfields when correct heading is activated
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Correct heading in GUI-Search-Browse enable to
update text in related headings. Currently, when
updating heading of a specific field; it is re-ordered
as the first subfields.
Keeping the original order of subfields will provide a
better ‘correct heading’ tool
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ALEPH v22 New Features - Acquisitions
Loading EDI invoice in a preview mode (without data
changes)
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Will enable staff to review and address all predicted problems before the
actual load
A new batch service, “EDI Invoice Load – Preview” (edi-12) will be
introduced
The new edi-12 service will look for INVOICE files in the
./xxx50/edi/in/xml_incoming directory and will perform a preview mode
load into ALEPH
Upon submitting edi-12, the invoice load will activate all actions without
actual update of the general invoice, line item, budget transaction, order
and log
The output file will report the predicted actions and inconsistencies
The edi xml file which is processed will not be moved to
./xxx50/edi/in/xml_processed ; it will stay at ./xxx50/edi/in/xml_incoming
(ready for the next execution by edi-10)
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ALEPH v22 New Features - Acquisitions
Changing order without saving - warning users when they are
about to lose changes they did on an order without saving it
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Currently, when an order is changed and the user selects another order
without saving the previous order first, the changes are lost and the user
needs to re-type the changes
The new functionality will prevent the user from losing the changes
unintentionally
If the user selects a different order from the list – a new warning message
will appear, alerting the user that the changes done on the order are not
saved
The user will be able to choose not to continue to the next order and save
the changes done or to continue and lose the changes
The functionality is dependent on a flag -- alephcom.ini flag:
NotifyItemChanged
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‘Y’ = a warning message will pop-up when selecting an order/item,
while the previous selected order/item was changed and not saved
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ALEPH v22 New Features - Acquisitions
Automatic calculation of order’s price when number
of units and/or unit price are changed
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Supporting the option to re-calculate order’s price will
streamline the order updating process and minimize
mistakes
Currently, when number of units and/or unit price is
changed, Aleph does automatically update the of Total Price,
List Price, Final Price and Local Price
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ALEPH v22 New Features - Acquisitions
New checkbox,
Calculate Price,
will be added to the
Order form
Quantity and Price tab
When Number of Units
and/or Unit Price are
changed, the system will
automatically recalculate
the Total price and Unit price.
The default value of the checkbox will be defined in a new acq.ini –
CalculatePrice (Default = Y)
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