introducing aleph version 20.0 ex libris technical seminar march 10, tel aviv 14:00 to 15:30 yoel...
DESCRIPTION
3 Agenda Overview of Aleph version 20.0 Specific developments - effecting a wide customer/user group baseTRANSCRIPT
Introducing Aleph Version 20.0
Ex Libris Technical SeminarMarch 10, Tel Aviv14:00 to 15:30
Yoel KortickAleph support team leader
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Copyright Statement
All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd.
TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners.
DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose.
Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage.
© Ex Libris Ltd., 2008
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Agenda
• Overview of Aleph version 20.0 • Specific developments - effecting a
wide customer/user group base
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Additional V20.0 Sessions • Acquisitions developments - Tuesday March
10th at 16:00 • OPAC and cataloging developments -
Thursday March 12th at 9:00 • A Closer Look at Service Pack Enhancements
- Thursday March 12th at 14:00
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Acquisitions highlights• Bulk Ordering and Arrival - New bulk ordering
and arrival functionality enables ways of handling orders and receipts in bulk for speed and efficiency.
• Automatic Creation of Monograph - Type Items dependent on order type
• Load Invoice and Line Items (acq-32). A service which allows Aleph to create general invoice and line items from an xml input file.
• General invoice payment log - A new acquisitions log has been created to enable the recording and displaying of invoice payment statuses.
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Authorities Highlights• Update of authority records from the
bibliographic library browse screen.• Correct headings in bibliographic library from
browse list is now possible for headings which have an associated authority record.
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Cataloging Highlights• New list of values in pull down box for fixed
fields.• Support of UNIMARC update 5 for UNIMARC 4XX
field parallel links.• Service “Retrieve Records by Direct Index (ret-
06)” which works on input file of direct index values.
• Item management tool – allows for specific items to be chosen from a long item list to be edited and saved separately off-line
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Circulation Highlights• Rush hold requests – ability for patrons to create
rush hold requests for items in Cataloging process• Audio warning for the return of items with hold
request• Ability to change due dates of multiple items in
loan session and in loan list
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Web OPAC Highlights
• Security enhancements to prevent XSS breakthrough (Cross Site Scripting)
• Patron notification in web OPAC – Patron can receive warning for each, delinquency and overdue items upon logging in to web OPAC
• Patron can view accrued fines for items not yet returned
• Search Keywords in headings – ability to search for keywords within the browse heading list
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Customer Collaboration
All developments have been done in close collaboration with one or more of the following
• User’s groups/Product Working Groups• Specific customers• Ex Libris offices and distributors• Product Management
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Customer collaboration• This is an approval letter from a customer representing a
user’s group regarding the changes to manage-70• All names have been removed for privacy purposes
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Customer collaboration• This is an approval letter from the IGeLU Aleph PWG
regarding the “multi line change date” development• All names have been removed for privacy purposes
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Specific developments• For a full list of developments see the Doc
Portal: Aleph > Tree Search > 20
• Let’s take a brief look at this document
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Overall Technical Information • Oracle 11
aleph_start: setenv ORACLE_VERSION 11 • Linux Red Hat AS/ES 5 – 64 bit
Advanced Server and Enterprise Server 5 • Google Books Service – also downgraded to lower
versions via service pack• SMTP mail compatibility – also downgraded to
lower versions• Automatic implementation notes mechanism
added to the SP
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Overall Technical Data - StandardsSupport for standards:• UNIMARC update 5• Danzig profile
• The DanZIG profile specifies the guidelines for systems interconnection between library applications in Denmark
• Primarily based on the ANSI/NISO Z39.50, a.k.a. ISO 23950
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Table of contents part 1 Cataloging and authority maintenanceSearch / Correct Headings in Cataloging ModuleHeadings link to AUT recordExpedite editing of long lists of item recordsCataloging aid for fixed field coded value
Circulation and web OPACSelecting multiple loans for change dateDelinquency warning in the WWW OPACAccrued Patron Fines in the WWW OPACServices Item status filterAudio Warning for return of item on hold
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Table of contents part 2AcquisitionsItem default values for monograph orders
System and multi-moduleSearch Keywords in HeadingsRetrieve Record Keys Manage-70Changes to email authentication optionsRush cataloging requestX-Service for ItemsService ret-06 to retrieve records from list of direct index
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Search Headings in Cataloging Module
• A2001.1 (rpv # 015168) • Correct Heading Improvement
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Search Headings in Cataloging Module
• In GUI-SEARCH-BROWSE-Heading List, it is now possible to 'Correct Heading' for BIB records which have an associated Authority.
• Until now, the system enabled the 'Correct Heading' button only in cases where the selected entry is related to a BIB record/s (with no AUT associated).
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Search Headings in Cataloging Module• In cases where the heading was linked
to both BIB/s and AUT, there was no option to correct the heading via GUI-Search-Browse-Headings List.
• This functionality has been enhanced so that the 'Correct Heading' button is now enabled also when a heading with an associated BIB/s and AUT record is marked.
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Search Headings in Cataloging Module• When the 'Correct Heading' is called for
headings which are linked to an AUT record, a message pops-up: "Selected headings include authority related headings. Are you sure you want to correct the headings? Yes/No".
• Choosing Yes will open the 'Correct Heading' dialog; enabling the user to correct heading of the related BIB record/s.
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Search Headings in Cataloging Module• Once the Correct Heading action is
completed, the system activates all related actions. I.e. Update is made on the headings of all related BIB documents and the AUT link is broken.
• The updated heading may or may not be linked to a different AUT records by ue_08 execution
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Search Headings in Cataloging Module• A new user privilege has been added for this
action.
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cd $alephe_tab
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>grep CORRECT-HEAD-LINK user_function.eng
HEADINGS-UPDATE L Catalog Headings CORRECT-HEAD-LINK L Heading - Correction of AUT linked doc
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Search Headings in Cataloging Module• This new access right should be set in the BIB
library access rights.• Here user A_YOEL has the permission in USM01
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Search Headings in Cataloging Module• We have two records with general subject
heading “Library softwar”
• This heading is connected to an authority record
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Search Headings in Cataloging Module• Here is the authority record:
• Note that in the authority record the word “softwar” is spelled wrong:
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Search Headings in Cataloging Module
• Note that in the corresponding bibliographic records the word “softwar” is spelled wrong:
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Search Headings in Cataloging Module• While logged in as user A_YOEL the staff user selects the
heading in the bibliographic library and clicks “correct heading”
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Search Headings in Cataloging Module• The following message appears and the staff user selects Yes
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Search Headings in Cataloging Module• The staff user changes the heading from “Library softwar” to
“Library software” and clicks “Accept”
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Search Headings in Cataloging Module• Update is made on the headings of all related BIB
documents and the AUT link is broken. The updated heading may or may not be linked to a different AUT records by ue_08 execution
Both bibliographic records were updated
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Search Headings in Cataloging Module• The link to the authority record was broken
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Search Headings in Cataloging Module• The message which the user received when clicking
“Correct Heading” comes from the following line in AL500\Alephcom\Tab\Eng\Message.dat
CorrectHeadingAuthority #ALEPH GUI YN Q Selected headings include authority related headings. Are you sure you want to correct the headings?
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Search Headings in Cataloging Module• Here is pre-version 20. When a heading with an authority link is
selected the “Correct Heading” option is not active
Not active
Has authority link
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Headings link to AUT record
• A2003.3 (rpv # 015101 ) • Headings link to AUT record
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Headings link to AUT record
• New button 'Catalog‘ has been added to GUI-Search-Browse-Reference List.
• The staff user arrives to the this button after doing
1. Browse2. selecting a heading which has a reference3. clicking expand 4. receiving the “Reference List” window.
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Headings link to AUT record
• Clicking this button enables the staff user to directly transfer the Authority record to the Records tab of the Cataloging module.
• This allows the user to make changes in the authority cataloging record.
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Headings link to AUT record• Here in a version earlier than 20 we have browsed for “Bible.O.T.
Pentateuch”, selected the heading, and clicked “expand”.• We receive the “Reference list” window
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Headings link to AUT record• The “Reference list” window contains only
buttons “jump”, “close” and “help”.
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• Now in version 20 we have browsed for “Bible.O.T. Pentateuch” and selected the heading.
Headings link to AUT record
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• After clicking expand we receive the “Reference list” window with a new button “catalog”
Button added in version 20
Headings link to AUT record
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• Clicking this button automatically opens the authority record in the cataloging edit mode.
Headings link to AUT record
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• A2002.5 • Expedite editing of long lists of item records
Expedite editing of long lists of item records
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• Why was this development requested?• Making corrections to specific item fields may
require working on many of the Item List items one by one.
• This kind of work may be excruciating with long lists of items.
• Identifying a large number of items in a long items list, and moving between the required items in the list can also very easily lead to mistakes caused by choosing the wrong item.
• This can be solved by supplying a tool for update of a items while working on a filtered list of items.
Expedite editing of long lists of item records
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• This new development does the following:• Provides an item update interface which enables
the user to:1. Add items into a work set.2. View the work set.3. Carry out offline update work on the items of the
work set.4. Upload the offline items changes into the
database in a single upload action.
Editing long lists of item records
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• From the cataloging module items tab item list one or more items may be selected and then the new “add to set” button may be clicked
Editing long lists of item records
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• The user will get the following messageEditing long lists of item records
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• When adding an item to the working set, the system will first check if the user already has a working set. The working set will be emptied before the new item is added in if the set is populated with items that are linked to another ADM record. A warning message will warn the user of this condition before the delete is done.
• If the working set exists and its items are linked to the same ADM record as the item that is being added - the item will simply be appended to the existing set.
Editing long lists of item records
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• The items in the set may be edited offline by using the following menu:
Editing long lists of item records
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• The following window will open allowing for the items to be edited off line
Editing long lists of item records
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• One or more items may then be edited. • Clicking “Save set” will take the items which have
been edited and update them accordingly in the library and remove them from the set
Editing long lists of item records
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• Here the user adds “ATLAS” collection for barcode 50239-70 and clicks “Save Set”
Editing long lists of item records
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• The item is no longer in the setEditing long lists of item records
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• The item has been updated on the serverEditing long lists of item records
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• A2022 9 • Cataloging aid for fixed field coded value
Cataloging aid for fixed fields
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Cataloging aid for fixed fields• Cataloging Forms- List of Values in Fixed-
Length Fields Forms• The Cataloging Forms of Fixed-length Fields
have been enhanced to support the option to display list of possible values and description for certain positions.
• A new expand button is displayed next to the fields for which the library decides to implement this option. Once the expand button is clicked, a pop-up dialog box appears with list of pre-defined values and descriptions.
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Cataloging aid for fixed fields• For user convenience; the "Valid Values" list
can be sorted by value or description. • It also includes 'Jump to' and "Starting Point"
options.• For more information, refer to System Librarian
Guide-Cataloging: List of Values in Fixed-Length Fields Forms.
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Cataloging aid for fixed fields• A new Oracle table, Z112, has been added to BIB
library. • This table defines valid values and descriptions
for cataloging forms of Fixed-Length fields. • For more information, refer to System Librarian
Guide-Cataloging: List of Values in Fixed-Length Fields Forms.
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Cataloging aid for fixed fields• The list of valid values and their description is defined in
configuration table/s.• The table file name/s can be decided by the library. The
language extension <lng> must be part of the file name. There should be table/s per language.
• Exlibris sample demo table is located in ./usm01/tab directory and named as: tag_values.eng.
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>dt
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>ls -lrt tag_values.eng
-rw-rw-r-- 1 aleph exlibris 10656 Jul 28 14:42 tag_values.eng
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>
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Cataloging aid for fixed fields• Table structure:• Col.1 – Identifier for the list (upper case string, up to 30
characters). The identifier represents list of values and description for certain martial type/tag/position. This identifier should be set in the 'Fixed-Length Form' file. Each field in the 'Fixed-Length Form' that calls the specific identifier will list all Values and Descriptions of the quoted identifier. Each library can decide its own identifier codes.
• Col. 2 – Value that is valid for the identifier (up to 10 characters)
• Col.3 – Description of the value (up to 50 characters)
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• Let’s look at column 1 of tag_values.eng
! COL.1 defines the identifier that represent list of valid values.
! It can be any string defined by the library. For example, identifier
! "LANGUAGE" can be used to define list of valid codes and description for
! tag 008 position 35-37 (language).
! In order to use the "LANGUAGE" identifier list in GUI-Cataloging-008 form,
! the "LANGUAGE" identifier must be implanted it in the relevant
! 008 form (e.g. ./xxx01/pc_tab/catalog/008_xx.lng).
! Once the identifiers are set or updated in this table, their content should
! be loaded into an Oracle table: Z112. The load of the configuration table
! into Z112 can be done using the service: "Import Database Tables - With
! Checks (file-06)".
Cataloging aid for fixed fields
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• Here is part of of $data_tab/tag_values.eng
! 1 2 3
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!->
PLACE-OF-PUBLICATION ag Argentina
PLACE-OF-PUBLICATION aku Alaska
PLACE-OF-PUBLICATION efr Efrat
LANGUAGE alb Albanian
LANGUAGE arm Armenian
FORM-OF-COMPOSITION-MU sn Sonatas
FORM-OF-COMPOSITION-MU wz Waltzes
ILLUSTRATION-CODE-BK a Illustrations
ILLUSTRATION-CODE-BK b Maps
We will see specifically what happens to this
Cataloging aid for fixed fields
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• The table is transferred to $data_files directory and uploaded to Z112 via file-06
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>dt
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cp tag_values.eng $data_files/
Cataloging aid for fixed fields
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• After running file_06 the Z112 is updated• Here is one line in upload file and in UTIL F 4
! 1 2 3
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!->
PLACE-OF-PUBLICATION efr Efrat
Cataloging aid for fixed fields
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• Once the list of identifiers is set in the valid values table/s, and the data is loaded into Z112 Oracle table, the GUI "Fixed Length Forms" should be amended to call the relevant identifiers.
• This will cause the relevant list to be called-up when a "Fixed-length Form" is opened at GUI-Cataloging-Forms.
• For this purpose, each of the forms that should contain list of valid values and description must be adjusted to contain the relevant identifier.
Cataloging aid for fixed fields
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• For example: • To enable the values and description list in 008 form
of BK format, the file $data_root/pc_tab/catalog/008_bk.eng must be set with relevant identifiers.
• The identifier should be set next to the fields. • Two percent signs (%%) should precede the
identifier code.
Cataloging aid for fixed fields
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• The parameters • PLACE-OF-PUBLICATION • and LANGUAGE appear as • follows in file 008_bk.eng in• Directory • $data_root/pc_tab/catalog
Cataloging aid for fixed fields
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• Anywhere where there are %% in the form there will be three dots.• Clicking the three dots will bring the values from the Z112 table
Cataloging aid for fixed fields
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• A2001.4 • Select multiple Loans for the
Change Date function
Selecting multiple loans - change date
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• The system will :• Allow the privileged staff to select more than one
loan, and change its date manually.• This option will be available from:
• The patron loan list.• The Loan Session interface.
Selecting multiple loans - change date
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• Here the circulation librarian has loaned 4 items to patron ID 942 and all 4 items appear in the loan session interface
Selecting multiple loans - change date
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• Currently all items are due on March 12, 2009 at 10:00 PM
• Using the control key and the mouse the circulation librarian selects the 1st, 3rd and 4th item and then clicks “Change date” in the loan session interface
Selecting multiple loans - change date
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• The circulation librarian selects a new date of March 3rd at 10:00 PM and click OK
Selecting multiple loans - change date
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• The three selected items have had their due dates changed.
• The items for which a change has occurred remain selected so the librarian may distinguish tem from those which have not changed.
Selecting multiple loans - change date
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• The same functionality exists in the loan listSelecting multiple loans - change date
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• A2001.5 (rpv 15426)• OPAC delinquencies warning
Delinquency warning in WWW OPAC
• A2003.1 (rpv 15426) • OPAC cash and overdue warnings
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Delinquency warning in WWW OPAC• When a patron who has delinquencies and/or
unpaid cash transaction and/or overdue loans, is logging into WWW OPAC he will be prompted by a screen with relevant alert.
• The "Patron Notice" screen will display the relevant alerts (delinquency warning and/or unpaid cash transaction and/or overdue items).
• Upon clicking the “Continue” button, the patron will have the option to proceed with WEB OPAC activity as usual.
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Delinquency warning in WWW OPAC• To implement this new feature, the following should be set:• New HTML page: ./alephe/www_f_eng/patron-notice• Three new variables added to ./alephe/www_server.conf
1. patron_notice_delinq - value can be y/n 2. patron_notice_cash - value can be y/n3. patron_notice_overdue - value can be y/n
• Y – When patron logging into WWW OPAC, the system will check for patron delinquency/cash transaction/overdue items and show relevant notice if relevant.
• N – Default. No checks are done. The notice page will not be called at all.
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• Here the first criteria exists: the web OPAC html screen is present in www_f_lng
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cd $alephe_root/www_f_eng
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>ls -lrt patron-notice
-rw-rw-r-- 1 aleph exlibris 2774 Nov 10 10:22 patron-notice
Delinquency warning in WWW OPAC
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• Here the second criteria exists: the new variables are present in www_server.conf with value Y
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cd $alephe_root
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>grep patron_notice www_server.conf
setenv patron_notice_delinq Y
setenv patron_notice_cash Y
setenv patron_notice_overdue Y
Delinquency warning in WWW OPAC
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• Patron “Jimmy Librarystein” has overdue items and owes money
Delinquency warning in WWW OPAC
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• Patron “Jimmy Librarystein” logs into the web OPAC
Delinquency warning in WWW OPAC
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• And then receives these messages
Delinquency warning in WWW OPAC
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• The error messages on the screen are easily configurable because they come from the html
page patron-notice:<span class="text3">Dear $1000 !</span>
<!-- patron notice delinq --><p class="text1" style="display: $2000">You have delinquencies in library $2100.</p>
<!-- patron notice cash --><p class="text1" style="display: $2500">You have pending cash transactions in library $2600.</p>
<!-- patron notice overdue --><p class="text1" style="display: $3000">You have overdue items currently on loan in library $3100.</p>
<p class="text1">Please check your library card for this information!<br> Your library</p>
Delinquency warning in WWW OPAC
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• Note that when Jimmy Librarystein logged in he received messages for “pending cash transaction” and “overdue items”.
• He did not receive a message for delinquencies even though it appears on the html screen patron-notice.
• The system knows only to display lines for which are relevant for the particular patron.
• Now we will give Jimmy a delinquency
Delinquency warning in WWW OPAC
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• He now has global block 02 “Disruptive behavior in library”
il-aleph07.corp.exlibrisgroup.com-20(1) USM50-YOELK>>grep "02 1" $data_tab/tab_delinq.eng
02 1 L Disruptive behaviour in library
Delinquency warning in WWW OPAC
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• Now when he logs into web OPAC he also receives a message on the delinquency
Delinquency warning in WWW OPAC
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Accrued Patron Fines in WWW OPAC
• A2003 2 • Web OPAC “Accrued” Patron
Fines
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Accrued Patron Fines in WWW OPAC
• In all versions before version 20 a patron could view his non paid cash transactions via the web OPAC.
• These would include only “registered” transactions, and as a result he would not know, for example, how much money he owes on a currently overdue loan which he has not yet returned.
• This is because Aleph would “register” the amount owed only after the item was returned.
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• It is now possible to view “accrued” fines.• In this case an “accrued” fine is money owed
for an overdue item which has not yet been returned.
• For example, if an item is still on loan, but is late by 5 open days, and tab 16 is defined to make a fine of 1 dollar per open day, then the accrued fine would be 5 dollars.
Accrued Patron Fines in WWW OPAC
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• Patron Jimmy Smith owes 11.50 for a “Late return” which he has already returned.
Accrued Patron Fines in WWW OPAC
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• After logging into the web and clicking “My Library Card” he sees that he owes 11.50 and has no “accrued” fines
Accrued Patron Fines in WWW OPAC
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• Jimmy Smith has now loaned an item and currently owes 13.50 = 11.00 for the late return he already had and 2.00 for making the loan.
• His current loan is not yet overdue so he has no accrued fines.
Accrued Patron Fines in WWW OPAC
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• The situation is correctly updated in the web OPAC
Accrued Patron Fines in WWW OPAC
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usm50@ALEPH11> select Z36_LOAN_DATE,Z36_DUE_DATE from Z36 where Z36_ID = '9424969';
Z36_LOAN_DATE Z36_DUE_DATE
------------- ------------
20081113 20081211
1 row selected.
usm50@ALEPH11> update Z36 set Z36_LOAN_DATE = 20080813 where Z36_ID = '9424969';
1 row updated.
usm50@ALEPH11> update Z36 set Z36_DUE_DATE = 20080911 where Z36_ID = '9424969';
1 row updated.
usm50@ALEPH11> commit;
Commit complete.
• Via SQL we will make Jimmy Smith’s Loan be late, and he will not yet return it.
• We are using SQL so that we can simulate what will happen 3 months from now when Jimmy has not returned the item.
Below we move these dates back three months
Accrued Patron Fines in WWW OPAC
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• Here is the late item on loan
• He owes 13.50• He has so far accrued an additional 25.50 on his
current loan
Accrued Patron Fines in WWW OPAC
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He owes 13.50
He has so far accrued an additional 25.50
Accrued Patron Fines in WWW OPAC
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• The html screens which include this new development are bor-info and bor-info-single-adm in the $alephe_root/www_f_lng directory.
Accrued Patron Fines in WWW OPAC
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Services Item status filter
• A2002 3 (rpv 15187) • Services Item Status Filter
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Services Item status filter
• Before version 18 many of the services allowed the staff user to choose only one item status at a time.
• This is because the item statuses came for a pull down box with one item status per line.
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• For example, here is the item status option in the cir-04 service before version 20
Can only choose one item status
Services Item status filter
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• The method of choosing the item status has now changed for the following services:
•Loan report (cir-04)•Hold Shelf Report (cir-06)•Report of “Lost” & “Claimed Returned” Items (cir-16)•Overdue and lost Billing Notices (cir-50)•Overdue and Lost Billing Summary (cir-51)•Overdue Summary Single Letter (cir-52)
Services Item status filter
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• The Item Statuses field for these circulation batch services has been changed from a drop down menu (that allows selecting a single/All item status) to an expand check box menu that allows selecting single/few/All statuses.
• 'Include/Exclude Item Status' field precedes the "Item Statuses" field. This field indicates whether the selected statuses should be excluded or included by the batch.
Services Item status filter
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• In version 20 the item statuses are chosen like this:
Services Item status filter
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• Before version 20
• Version 20
Can only choose one item status
Can choose multiple item statuses
Services Item status filter
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• Before version 20
• Version 20
Can only choose one item status
Can choose multiple item statuses
Services Item status filter
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• It is now possible to set up an audio warning for the return of an item which is on hold.
• The parameter OnHoldReturn has been added to the [ErrorAction] section of circ.ini
Audio warning – return requested item
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• If this is in the [ErrorAction] section of circ.iniOnHoldReturn=Y,F,has_hold.wav
• Then the file ..\AL500\alephcom\tab\sound\has_hold.wav will play when an item which has a hold request is returned.
Audio warning – return requested item
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• If this is in the [ErrorAction] section of circ.iniOnHoldReturn=Y,S,Beep
• Then the windows beep will play when an item which has a hold request is returned.
Audio warning – return requested item
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• Any standard windows sound may be activated or a personal sound file
Audio warning – return requested item
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Item default values - monograph orders
• A2002 1 (rpv 15218) • Automatic Creation of
Monograph-type Items in Acquisitions
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Item default values - monograph orders• The flow of automatic creation of items when
monograph order is created has been enhanced.• It is now possible to define the item default values
based on the order material type.• In order to support this flow, a new column, Col. 2
– Order Material Type, has been added to tab36 of the ADM library.
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• The new column should be populated with order material type code (up to 2 characters long, as defined in ACQ_ORDER_MATERIAL menu of the pc_tab_exp_field.lng of the ADM library).
• The enhanced tab36 table has now two filters (keys), Col.1 – Order Sublibrary and Col.2 – Order Material Type (new column).
Item default values - monograph orders
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• When the system automatically creates Monograph-type items in Acquisitions, it
1. reads all orders with sublibrary and order material type as defined in col. 1 and 2
2. sets the items with values as defined in col.3 and onwards: Col.3 – Item Status, Col. 4 – Item Material Type, Col.5 – Item Collection, Col.6 – Item Call Number and Col.7 – Item Call Number Type.
Item default values - monograph orders
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! COL 1. 5; ALPHA_NUM, UPPER; #;
! Sublibrary;
! Sublibrary;
! COL 2. 2; NUM; ;
! Item status;
! Item status;
! COL 3. 5; ALPHA, UPPER; ;
! Material type;
! Material type;
! COL 4. 5; ALPHA_NUM, UPPER; ;
! Collection;
! Collection;
! COL 5. 40; TEXT; ;
! Location;
! Location;
! COL 6. 1; NUM; ;
! Location type;
! Location type;
Item default values - monograph ordersTab36 before version 20
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! COL 1. 5; ALPHA_NUM, UPPER; #;
! Sublibrary filter;
! Sublibrary filter;
! COL 2. 2; ALPHA_NUM; #;
! Order material type filter;
! Order material type filter;
! COL 3. 2; NUM; ;
! Item status;
! Item status;
! COL 4. 5; ALPHA, UPPER; ;
! Item material type;
! Item material type;
! COL 5. 5; ALPHA_NUM, UPPER; ;
! Item collection;
! Item collection;
! COL 6. 40; TEXT; ;
! Item call number;
! Item call number;
! COL 7. 1; NUM; ;
! Item call number type;
! Item call number type;
New
Item default values - monograph orders
Tab36 version 20 and up
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• We have these order material types
il-aleph07.corp.exlibrisgroup.com-20(1) USM50-YOELK>>grep ACQ_ORDER_MATERIAL pc_tab_exp_field.eng
ACQ_ORDER_MATERIAL L Monograph M
ACQ_ORDER_MATERIAL L Serial SE
ACQ_ORDER_MATERIAL L Data file DA
ACQ_ORDER_MATERIAL L Information record IN
ACQ_ORDER_MATERIAL L Microform MF
ACQ_ORDER_MATERIAL L Map MP
ACQ_ORDER_MATERIAL L Recording RE
Item default values - monograph orders
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• Here in tab36 we state that if the order is for 1. sub library MED and order material type MP (map) then it should get item
statues 01, item material type MAP and collection GEN.2. sub library MED and order material type M (Monograph) then it should get
item status 02, item material type BOOK and collection GEN.
! 1 2 3 4 5 6 7
!!!!!-!!-!!-!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!
MED MP 01 MAP GEN 0
MED M 02 BOOK GEN 0
Item default values - monograph orders
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• Here order number 51892 has material type MP and sub library MED
Item default values - monograph orders
Version 20
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• It therefore has item status 01 and item material type MAP
Item default values - monograph orders
Version 20
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• Here order number 51893 has material type M and sub library MED
Item default values - monograph orders
Version 20
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• It therefore has item status 02 and item material type BOOK
Item default values - monograph orders
Version 20
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Search keywords in headings
• A2001.3 (rpv # 015348 ) – Keyword search of headings
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125
Search keywords in headings
• The GUI and Web search- Browse screen has been enhanced to enable the users to search keywords in the subject headings.
• For this purpose, a new check box labeled “Search Keywords in headings” has been added to the screen.
Introduction
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Search keywords in headings
• Populating keywords in the “Enter Starting Text” text box and checking the new check box will trigger the system to return a list of headings that contain the requested keywords.
• When the new check box is checked in the GUI, the “Enter Include Text” text box will be disabled.
Introduction
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Search keywords in headings• Here we have done browse for titles using the word
“science” and we have not checked the “Search keywords in headings” checkbox.
• We receive headings with the word science at the beginning of the title
Not checked
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Search keywords in headings• Here we have done browse for titles using the word
“science” and we have checked the “Search keywords in headings” checkbox.
• We receive headings with the word science somewhere in the title
checked
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Search keywords in headings• Here we have done browse for titles using the word
“Library” and we have not checked the “Search keywords in headings” checkbox.
• We receive headings with the word “Library” at the beginning of the title
Not checked
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Search keywords in headings• Here we have done browse for titles using the word
“Library” and we have checked the “Search keywords in headings” checkbox.
• We receive headings with the word “Library” somewhere in the title
checked
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Search keywords in headings
• In the GUI the option will by default appear and there is no need to do anything.
• The option comes from the file AL500\Alephcom\tab\eng\window.dat in the following line:
SearchBrowse.Check.Searchkeyword #Search keyword in headings
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Search keywords in headings
• In the web OPAC the “Search keyword in headings“ option has been added to the $alephe_root/www_f_lng/scan-include-2 screen.
• It appears as follows in the default setup:<table cellspacing=2 border=0 width =100%> <tr> <td class=td2 width=20% nowrap valign=middle>Type word or phrase: </td> <td class=td2 valign=top> <input size=29 name="scan_start“ maxlength=100 value="$0100"> <input type="checkbox"
name="scan_include“ value= "Y“ $$0800-C"Y"> Search keyword in headings </td> </tr> <tr> <td class=td2 valign=middle nowrap>Select index to browse: </td> <td class=td2 valign=top> <select name=scan_code> <option value=TIT $$5000-S"TIT">Title</option>
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Search keywords in headings
• In order to enable Keyword Search in Heading List, Z01x must be created for Z01- Access Heading records.
• Note that indexing Z01x required oracle user with “JOB CREATE” granted.
• Define Z01x in the file_list of the BIB Library (XXX01) as in the following sample of usm01/file_list
Step one
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Search keywords in headings
• After adding this you must build the table via util A 17 1
!1 2 3 4 5 6
!!!-!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!
TAB z01x 2M 0K ts0
IND z01x_id 1M 0K ts1
INX z01x_id1 1M 0K ts1
Step one
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Search keywords in headings
• In order to create Z01x for current Z01 heading records, in BIB library run the script : p_fill_z01x.
• Sample of running the script in USM01 library
Step two
il-aleph07 USM01-YOELK>>ap
il-aleph07 USM01-YOELK>>csh -f p_fill_z01x USM01
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Search keywords in headings
• This script performs the following actions:1. Lock library2. Drop indexes on z01x (if exist)3. For each Z01 record, create z01x records4. Create indexes for z01x5. Unlock library
Step two
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Search keywords in headings
• At this stage Z01x records are created and indexed and keyword search in heading is enabled via OPAC and GUI.
• Note that after updating/loading headings using a bulk mode (batch services), the Z01x script should be run.
• This means that after submitting the below batch services, the p_fill_z01x script should be run so that z01X records will be updated/created and indexed.
• Update Headings Index (manage-02)• Pre-Enrich Bibliographic Headings Based on the Authority
Database (manage-102)• Alphabetize Long Headings (manage-17)
Step two
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Search keywords in headings
• To ensure that the Z01x mechanism is optimized, the optimize procedure should be set in job_list.
• Following is a sample of setting Z01x optimize procedure for USM01 BIB library:
Step three
! 2 3 4 5 6 7
!!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!
05 12:20:00 Y USM01 optimize_z01x_context_index USM01
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Search keywords in headings
• We have the following subject heading:
Integrated Library Systems -- Easy to use and easy to configure -- Aleph 500 – [something more specific]
• This heading appears many times, and the user browsing the headings may want only those which contain specific text.
• We have the following subject heading:
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Search keywords in headings
Not checked
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Search keywords in headings• Now we will put the word “Services” in the
“Enter include text” and we will check the box “Search keyword in headings”.
• We will then see that the user easily and conveniently sees only those headings which have Integrated Library Systems -- Easy to use and easy to configure -- Aleph 500 – [something more specific] and also contain the string “batch services”.
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Search keywords in headings
Now the user has found only those subject headings with the string “batch services”
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143
Retrieve Record Keys Manage-70
A2002.4 (rpv 15214) Retrieve Record Keys Manage-70
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144
• Nine new convert routines have been added to the existing service “manage-70 retrieve record keys”:
• BIB-TO-HOL - converts BIB record numbers to HOL record numbers • ITEMS-TO-HOL - converts item record keys to HOL record numbers• BARCODE-TO-HOL - converts item BARCODE identifiers to HOL record
numbers• HOL-TO-BIB - converts HOL record numbers to BIB record numbers• HOL-TO-ITEM - converts HOL record numbers to item record keys• HOL-TO-BARCODE - converts HOL record numbers to item BARCODE
identifiers• BARCODE-TO-BIB - converts item BARCODE identifiers to BIB record numbers• BIB-TO-BARCODE - converts BIB record numbers to item BARCODE identifiers• ADM-TO-BIB – converts ADM record numbers to BIB record numbers
Retrieve Record Keys Manage-70
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• These are the convert routines that existed before version 20:
il-aleph02-a18(1) >>cd $aleph_root/pc_b_eng
il-aleph02-a18(1) >>grep display p-manage-70.xml
<display>ADM-TO-ITEM</display>
<display>ADM-TO-ORDER</display>
<display>BARCODE-TO-ITEM</display>
<display>BIB-TO-ADM</display>
<display>BIB-TO-ITEM</display>
<display>BIB-TO-ORDER</display>
<display>ITEM-TO-BIB</display>
<display>ORDER-TO-BIB</display>
Retrieve Record Keys Manage-70
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• These are the convert routines that exist in version 20:
il-aleph02-a18(1) >>cd $aleph_root/pc_b_eng
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>grep display p-manage-70.xml
<display>ADM-TO-ITEM</display>
<display>ADM-TO-ORDER</display>
<display>BARCODE-TO-ITEM</display>
<display>BIB-TO-ADM</display>
<display>BIB-TO-ITEM</display>
<display>BIB-TO-ORDER</display>
<display>ITEM-TO-BIB</display>
<display>ORDER-TO-BIB</display>
<display>BIB-TO-HOL</display>
<display>ITEM-TO-HOL</display>
<display>BARCODE-TO-HOL</display>
<display>HOL-TO-BIB</display>
<display>HOL-TO-ITEM</display>
<display>HOL-TO-BARCODE</display>
<display>BARCODE-TO-BIB</display>
<display>BIB-TO-BARCODE</display>
<display>ADM-TO-BIB</display>
New in version 20
Retrieve Record Keys Manage-70
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• In this brief presentation we will show two of these new procedures:
• BARCODE-TO-BIB• BIB-TO-HOL
Retrieve Record Keys Manage-70
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• Here we run a standard retrieval service
Retrieve Record Keys Manage-70
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• Now we want all of the Holding records for these Bibliographic records
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cd $alephe_scratch
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cat yoel
000063075USM01
000063076USM01
000063077USM01
000063078USM01
000063079USM01
000063080USM01
000063081USM01
000063082USM01
000063083USM01
000063084USM01
000063085USM01
000063086USM01
000063087USM01
000063088USM01
Retrieve Record Keys Manage-70
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• Now we run the conversion:
Retrieve Record Keys Manage-70
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• These are the HOL records for the BIB records of the input file:
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cd $alephe_scratch
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cat yoel_hol
000050107USM60
000050108USM60
000050109USM60
000050110USM60
000050111USM60
000050112USM60
000050113USM60
000050114USM60
000050115USM60
000050116USM60
000050117USM60
000050118USM60
000050119USM60
000050120USM60
Retrieve Record Keys Manage-70
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• The library can also use the barcode-to-bib option to take an input file of barcodes to retrieve bibliographic data.
• We have this input file of barcodes:
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cat $alephe_scratch/barcodes
63075-10
63076-10
63077-10
63078-10
63079-10
63080-10
63081-10
63082-10
63083-10
63084-10
63085-10
63086-10
63087-10
63088-10
63088-20
Retrieve Record Keys Manage-70
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• We convert the barcodes file to bibliographic system numbers so that it can be used to make a bibliographic report
Retrieve Record Keys Manage-70
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• We get an output file of bibliographic records
il-aleph07.corp.exlibrisgroup.com-20(1) USM01-YOELK>>cat $alephe_scratch/yoel_bib
000063075USM01
000063076USM01
000063077USM01
000063078USM01
000063079USM01
000063080USM01
000063081USM01
000063082USM01
000063083USM01
000063084USM01
000063085USM01
000063086USM01
000063087USM01
000063088USM01
This file can then be used for making a bibliographic report
Retrieve Record Keys Manage-70
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• We make a bibliographic report
Output file of manage-70
Retrieve Record Keys Manage-70
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• This report began as a file of barcodes
Retrieve Record Keys Manage-70
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• A2006 • Enhancements to email
capabilities
Email authentication options
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• To comply with e-mail authentication standard • Universities are getting more restrictive in the use
of unauthenticated SMTP. • To combat viruses that infect computers via e-
mails, systems across the world are rapidly moving towards setting up their mail servers to only accept authenticated messages from clients.
Email authentication options
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• Via the ALEPHADM module it is possible to configure SMTP type email protocol usernames and passwords.
• In this way the email may be sent in coordination with the institutions SMTP (Simple Mail Transfer Protocol) mail server
Email authentication options
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• After choosing the “Email settings” menu option the staff user is prompted to enter the following information.
Email authentication options
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• After filling in the “E-Mail settings and options” dialog box the following two files are updated on the PC”
Email authentication options
..\AL500\Alephcom\Tab\EMailPwd.dat
..\AL500\Alephcom\Tab\Alephcom.ini
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• The Alephcom.ini file includes a parameter AuthMethod which corresponds to whatever is entered in the Authentication Type in the “E-Mail settings and options” dialog box
Email authentication options
[Mail]MailServer=IL-EX01FromAddress=Circulation@ylk_library.eduMailerName=YLK Library Library Circulation DeptCharset=windows-1252CharsetBody=UTF-8AuthMethod=LOGIN
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• The EMailPwd.dat file includes the username and password which are entered in the the “E-Mail settings and options” dialog box
• The information is encrypted
Email authentication options
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• If the username and password do not match the SMTP server then the following error message will appear:
Email authentication options
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Rush Cataloging Request• Cataloging A2022 7 • Rush cataloging request
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Rush Cataloging Request• A new Hold Type will be defined in tab15 and will
serve as an indicator for the system to follow a hold request creation.
• This special hold request will be created with the creation of a trigger in the BIB library.
• The trigger will serve as an indicator that the requested item requires additional cataloging work before being processed.
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Rush Cataloging Request• The hold requests will be handled by standard
Circulation procedures such as the “Request Handling (ue_06) ” daemon and the “Call Slips for Requests (cir-12)” service.
• The BIB library triggers will be handled using standard trigger management tools such as the GUI interface and the Print Trigger Report (com-01) batch service.
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Rush Cataloging Request
• The library catalog many times includes items which have arrived at the library but are not available for circulation due to pending cataloging procedures that still have to take place.
• The library many times cannot provide speedy cataloging, causing library items to be unavailable for circulation for a long time.
• Rush Cataloging is a service that enables patrons to speed up the item cataloging process, helping the catalogers prioritize required items for a quicker cataloging process.
• The requested items will have high priority in the library’s cataloging department.
Why is the development needed?
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Rush Cataloging Request! COL 8. 1; ALPHA {Y,N,C,T}, UPPER; ;
! Hold request;
! N - item cannot be requested
! Y - item can be requested. In addition, item availability
! is checked when a hold request is placed.
! If a copy is available, and the patron does not have permission
! for requesting an available item, a message displays.
! C - Item can be always be requested, there is no availability
! check because hold requests are always allowed (e.g. closed
! stack)
! T - item availability is not checked when hold request is placed,
! because hold requests are always allowed (e.g. short-term loan,
! lost, on order, etc.). However, for p_cir_12 (print request
! slips) and ue_06 (online printing of request slips),
! item is not considered "requestable" and does not print
! R - Rush Cataloging item. When a privileged patron requests
! the item, a cataloging trigger will be created, prompting
! the Cataloging Department to prioritize the cataloging process.
! Item availability issues are managed just like T, except that if
! there are available like items that are not "R" the request will
! be blocked;
New option in col. 8 of tab15.lng
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Rush Cataloging Request
! COL 23. 1; ALPHA {Y,N}, UPPER; ;
! Rush Cataloging permission;
! Rush Cataloging permission
! A patron that has Y in this permission will be allowed
! to create a cataloging trigger along with the hold request
! (if the item is defined as a Rush Cataloging item
! in tab15);
New col. 23 in tab31
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Rush Cataloging Request• Here patron Jimmy Librarystein has the permission
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Rush Cataloging Request• Here we state that any item with process status CT
can receive Rush request.• Normally a process status CT would not be loanable
or requestable.
! 1 2 3 4 5 6 7 8 9 1 1 1 1 1 1 1 1
! 0 1 2 3 4 5 6 7
!!!!!-!!-!!-!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!-!-!-!-!-!-!-!-!-!!-!-!
15H ## CT L Cataloging N Y R N Y Y N N N 00 Y A
Can not be loaned Can be rush requested
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Rush Cataloging Request• Barcode 63091-10 is rush requestable but not
loanable
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Rush Cataloging Request• Util E 6 “Request Handling” is running
*** util_c_01 - check USM50 batch queue ***
21183 ? S 0:02 /exlibris/aleph/a20_1/aleph/exe/lib_batch USM50
31849 pts/2 S 0:00 /exlibris/aleph/a20_1/aleph/exe/rts32 ue_06_a USM50.a20_1
Enter to continue
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Rush Cataloging Request• Patron Jimmy Librarystein logs into web OPAC and
searches for “Libraries of London”
He now views the items
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Rush Cataloging Request• The item is non-circulating but can be requested
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Rush Cataloging Request• Jimmy Librarystein makes the request
Rush handling
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Rush Cataloging Request• Request is confirmed
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Rush Cataloging Request• The request appears as a Rush request in “My
Library Card”
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Rush Cataloging Request• The request appears as a Rush request in the GUI
Ue_06 printed the letter
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Rush Cataloging Request• Util E 06 printed the letter
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Rush Cataloging Request• The trigger appears in the cataloging module
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Rush Cataloging Request• The library may periodically print the trigger report
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Rush Cataloging Request
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Rush Cataloging Request• In the previous slide we were able to retrieve by
department “Rush Request” because of this line in usm01/tab/pc_tab_exp_field.eng
! 1 2 3 4
!!!!!!!!!!!!!!!!!!!!-----!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>
TRIGGER-DEPARTMENT L Rush Request RUSH
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Rush Cataloging Request
• The catalogers can retrieve a report like this regularly, finish cataloging the item, remove the CT process status, and loan the item to the requester.
• The rest of the behavior will be like standard request and loan.
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X-Service for Items
• A2042• TOP - X-Service for Items
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X-Service for Items - Introduction• Four new X services have been created:1. create-item2. read-item3. update-item4. delete-item
• Here we will show all four X services by creating an item, updating it, reading it, and deleting it
• We will thus use all four X services
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X-Service for Items - create-item
Details regarding this X service can be seen on the open platform at:http://www.exlibrisgroup.org/display/Aleph/create_item
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X-Service for Items - create-item • We will now look at a sample input file and
sample perl program which runs the X service “create-item”
• We will then use both to create an item with the X service.
• The input file should be in xml format in the $data_scratch directory of the ADM library.
• The perl program may be wherever you want (as long as you call it from its correct location)
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X-Service for Items - create-item
il-aleph07.corp.exlibrisgroup.com-a20(1) >>cat $usm50_dev/usm50/scratch/yoel_new_item_works.xml
<?xml version="1.0" encoding="UTF-8" ?>
<z30>
<z30-doc-number>000238781</z30-doc-number>
<z30-item-sequence>000000</z30-item-sequence>
<z30-barcode>238781-20</z30-barcode>
<z30-sub-library>HIL</z30-sub-library>
<z30-material>BOOK</z30-material>
<z30-item-status>02</z30-item-status>
<z30-open-date>20081213</z30-open-date>
<z30-update-date>20081213</z30-update-date>
<z30-cataloger>YOEL</z30-cataloger>
<z30-date-last-return></z30-date-last-return>
<z30-hour-last-return></z30-hour-last-return>
<z30-ip-last-return></z30-ip-last-return>
<z30-no-loans>001</z30-no-loans>
<z30-alpha>L</z30-alpha>
<z30-collection>GEN</z30-collection>
<z30-call-no-type>0</z30-call-no-type>
This file is on the open platform previously referred to
Sample input file part 1
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X-Service for Items - create-item
<z30-call-no>$$hHD87$$i.C37$$mv. 34-</z30-call-no>
<z30-call-no-key>0 hd87 c37 v 34</z30-call-no-key>
<z30-call-no-2-type />
<z30-call-no-2 />
<z30-call-no-2-key /> <z30-description>Vol. 01</z30-description>
<z30-note-opac />
<z30-note-circulation />
<z30-note-internal />
<z30-order-number />
<z30-inventory-number />
<z30-inventory-number-date>00000000</z30-inventory-number-date>
<z30-last-shelf-report-date>00000000</z30-last-shelf-report-date>
<z30-price />
<z30-shelf-report-number />
<z30-on-shelf-date>00000000</z30-on-shelf-date>
<z30-on-shelf-seq>000000</z30-on-shelf-seq>
<z30-doc-number-2>000000450</z30-doc-number-2>
<z30-schedule-sequence-2>00000</z30-schedule-sequence-2>
Sample input file part 2
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X-Service for Items - create-item
z30-copy-sequence-2>00000</z30-copy-sequence-2>
<z30-vendor-code />
<z30-invoice-number />
<z30-line-number>00000</z30-line-number>
<z30-pages />
<z30-issue-date>00000000</z30-issue-date>
<z30-expected-arrival-date>00000000</z30-expected-arrival-date>
<z30-arrival-date>00000000</z30-arrival-date>
<z30-item-statistic />
<z30-item-process-status /> <z30-item-process-status />
<z30-copy-id />
<z30-hol-doc-number></z30-hol-doc-number>
<z30-temp-location>N</z30-temp-location>
<z30-enumeration-a />
<z30-enumeration-b />
<z30-enumeration-c />
<z30-enumeration-d />
<z30-enumeration-e />
Sample input file part 3
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194
X-Service for Items - create-item
<z30-enumeration-f />
<z30-enumeration-g />
<z30-enumeration-h />
<z30-chronological-i />
<z30-chronological-j />
<z30-chronological-k />
<z30-chronological-l />
<z30-chronological-m />
<z30-supp-index-o />
<z30-85x-type />
<z30-depository-id />
<z30-linking-number>000000000</z30-linking-number>
<z30-gap-indicator />
<z30-maintenance-count>000</z30-maintenance-count>
</z30>
Sample input file part 4
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195
X-Service for Items - create-item
il-aleph07.corp.exlibrisgroup.com-a20(1) >>cat ~yoelk/scripts/x_services/create_new_item.pl
use strict;
require LWP::UserAgent;
$| = 1; # unbuffered output
my $ua = LWP::UserAgent->new;
$ua->timeout(30);
$ua->env_proxy;
my $data;
my $in_file = shift or die "input XML file needed\n";
open( IN_F, $in_file) or die "Cannot open file as input\n" ;
while (<IN_F>) { $data.=$_; }
my $url = 'http://localhost:'.$ENV{'HTTPD_PORT'}.'/X';
This script is on the open platform previously referred to
Sample perl program part 1
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196
X-Service for Items - create-item
my %form;
$form{'xml_full_req'} = $data ;
$form{'op'} = 'create_item' ;
$form{'adm_library'} = 'usm50' ;
$form{'bib_library'} = '' ;
$form{'adm_doc_number'} = '000000015' ;
$form{'bib_doc_number'} = '' ;
print "Sending $url\n";
my $res = $ua->post("$url",\%form);
if ($res->is_success) {
print ($res->content);
printf "\n--------------------\nfetched %d bytes\n", length($res->content);
} else {
print "\nError: " . $res->code . " " . $res->message;
}
Sample perl program part 2
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197
X-Service for Items - create-item• The previous perl program may be used to run the X
service using the previous input file as follows
Input file must be in $data_scratch of ADM library and user should dlib to the library
perl ~yoelk/scripts/x_services/create_new_item.pl yoel_new_item_works.xml
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198
X-Service for Items - create-item• Here is an example of a successful run
il-aleph07.corp.exlibrisgroup.com-20(1) USM50-YOELK>>perl ~yoelk/scripts/x_services/create_new_item.pl yoel_new_item_works.xml
Sending http://localhost:8991/X
<?xml version = "1.0" encoding = "UTF-8"?>
<create-item>
<z30>
[The z30 xml appears here]
<error>Item has been created successfully.</error>
<session-id>956KQDF2G6IJ6SLAMXREAFRQ9269Q9TGBGSK2HX3CN7F4N3682</session-id>
</create-item>
--------------------
fetched 3126 bytes
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199
X-Service for Items - create-item• Here is the item in the GUI and in input file
• Values from the input file are in the item
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200
X-Service for Items - create-item• Here are some reasons why the item might not get created
<error>There is already an item matching given barcode. Cannot create item.</error>
<error>Sublibrary does not exist.</error>
<error>Invalid Item Status</error>
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201
X-Service for Items - update-item• We will now begin to focus on X service “update-item”• Details regarding this X service can be seen on the open
platform at:• http://www.exlibrisgroup.org/display/Aleph/update_item
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202
X-Service for Items - update-item• Like “ create-item”, update-item works with a z30
xml file in $data_scratch of the ADM library.• It may be activated via a perl script while being
dlibbed to the ADM library• The next slide shows an example of such a perl
script
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203
X-Service for Items - update-item
il-aleph07.corp.exlibrisgroup.com-20(1) USM50-YOELK>>cat ~yoelk/scripts/x_services/update_item.pl
use strict;
require LWP::UserAgent;
$| = 1; # unbuffered output
my $ua = LWP::UserAgent->new;
$ua->timeout(30);
$ua->env_proxy;
my $data;
my $in_file = shift or die "input XML file needed\n";
open( IN_F, $in_file) or die "Cannot open file as input\n" ;
while (<IN_F>) { $data.=$_; }
Sample perl program part 1
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204
X-Service for Items - update-item
my $url= 'http://localhost:'.$ENV{'HTTPD_PORT'}.'/X';
my %form;
$form{'xml_full_req'} = $data;
$form{'op'} = 'update_item' ;
$form{'library'} = 'usm50' ;
my $res = $ua->post("$url",\%form);
if ($res->is_success) {
print ($res->content);
printf "\n--------------------\nfetched %d bytes\n", length($res->content);
} else {
print "\nError: " . $res->code . " " . $res->message;
}
Sample perl program part 2
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205
X-Service for Items - update-item• The input file is a regular z30 xml like the input file
for “create-item”• Here is part of an example:il-aleph07.corp.exlibrisgroup.com-20(1) USM50-YOELK>>cat yoel_update_item_works.xml
<?xml version="1.0" encoding="UTF-8" ?>
<z30>
<z30-doc-number>000000015</z30-doc-number>
<z30-item-sequence>000080</z30-item-sequence>
<z30-barcode>238781-40</z30-barcode>
<z30-cataloger>YOEL</z30-cataloger>
<z30-collection>LIBNO</z30-collection>
The collection is different than the actual data and will thus get updated
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206
X-Service for Items - update-item• The file on the previous page will update this item because it
has z30-doc-number 000000015, z30-item-sequence 000080 and z30-barcode 238781-40.
• The collection will be changed from GEN (General) to LIBNO (Librarian’s Office)
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207
X-Service for Items - update-item• Now we update the item:
perl ~yoelk/scripts/x_services/update_item.pl yoel_update_item_works.xml
<error>Item has been updated successfully</error>
• And we receive this message:
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208
X-Service for Items - update-item• The collection has been changed from GEN
(General) to LIBNO (Librarian’s Office)
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209
X-Service for Items - read-item• We will now begin to focus on X service “read-item”• Details regarding this X service can be seen on the open
platform at:• http://www.exlibrisgroup.org/display/Aleph/read_item
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210
X-Service for Items - read-item• The read-item does not use an input file and may
be done via a URL• The URL may work according to either of the
following two options:1. doc_number and item_sequence 2. item_barcode.• We will now show two URLs which will retrieve ADM
doc number 000000015, sequence number 000080, barcode 238781-40 (the item we update previously)
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211
X-Service for Items - read-itemhttp://il-aleph07:8991/X?op=read-item&library=usm50&doc_number=000000015&item_sequence=000080
http://il-aleph07:8991/X?op=read-item&library=usm50&item_barcode=238781-40
ADM doc number 000000015, sequence number 000080
barcode 238781-40
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212
X-Service for Items - read-item• Here is the Z30 when using the ADM doc number 000000015 and sequence
number 000080
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213
X-Service for Items - read-item• Here is the Z30 when using the barcode 238781-40
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214
X-Service for Items - delete-item• We will now run the X service “delete-item” on ADM doc
number 000000015 and sequence number 000080 (barcode 238781-40).
• We will also run it on barcode 238781-30• Barcode 238781-40 is the item we have created and updated
via the services “create-item” and “update-item”.• Details regarding this X service can be seen on the open
platform at:• http://www.exlibrisgroup.org/display/Aleph/delete_item
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215
X-Service for Items - delete-item• Here is the item list for ADM doc number
000000015 before the deletion
We will delete these twoLink back to table of contents
216
X-Service for Items - delete-item• The delete-item does not use an input file and may
be done via a URL (like the read-item)• The URL may work according to either of the
following two options (like the read-item):• doc_number and item_sequence • item_barcode.• We will now show two URLs which will delete ADM
doc number 000000015, sequence number 000080, barcode 238781-40 (the item we update previously)
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217
X-Service for Items - delete-itemhttp://il-aleph07:8991/X?op=delete-item&library=usm50&doc_number=000000015&item_sequence=000080
http://il-aleph07:8991/X?op=delete-item&library=usm50&item_barcode=238781-40
ADM doc number 000000015, sequence number 000080
barcode 238781-40
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218
X-Service for Items - delete-item• Here is the URL and results for deleting an item
using ADM doc number and sequence number
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219
X-Service for Items - delete-item• Here is the end of the resulting XML when deleting
an item successfully
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220
X-Service for Items - delete-item• Here is the resulting XML when trying to delete an
item which does not exist
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221
X-Service for Items - delete-item• Here we delete an item via the barcode, in this
case barcode 238781-30
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222
X-Service for Items - delete-item• Both of the items we deleted are now gone
Before
After
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223
• The ret-06 service retrieves records based on an input file of direct index values. For example, the input file may be a list of ISBN or ISSN numbers.
• The input file includes the list of direct index values.
• The input file must be found in the $alephe_scratch directory.
Retrieve records by direct index service
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224
• The output file will include the record numbers of the matching bibliographic records.
• The output file can be found in the $alephe_scratch directory.
• Input direct index values for which no matching record was found will be reported in a rejects file, for example sample_output_rejected.
Retrieve records by direct index service
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225
• Here we have an input file of isbn numbersyoelk@il-aleph07(a20_1) USM01> cat $alephe_scratch/isbnnumbers08240887940226096149022609615778514376130824088646071020503109318282950931828139093182805891734615986139424969270781081904718765260471876534201010956227078107972234017513031324281X27158058029061962846
Two of these numbers are ISBN numbers which are not in the library database
Retrieve records by direct index service
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• ISBN is defined as a direct index
yoelk@il-aleph07(a20_1) USM01> dtyoelk@il-aleph07(a20_1) USM01> grep ISBN tab01.eng D 020 00 0000 020 LISBNyoelk@il-aleph07(a20_1) USM01> grep ISBN tab11_ind020 ISBN a yoelk@il-aleph07(a20_1) USM01>
Retrieve records by direct index service
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227
• Ret-06 is run using the input file of ISBN numbers in $alephe_scratch and the ISBN index
• Output file is called ret_06_yoel
Retrieve records by direct index service
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228
• In $alephe_scratch we have:• Output file ret_06_yoel with bibliographic
system numbers of the records which have ISBN index from the index file
• Output file ret_06_yoel_rejected for which no matching record was found
Retrieve records by direct index service
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229
yoelk@il-aleph07(a20_1) USM01> cd $alephe_scratchyoelk@il-aleph07(a20_1) USM01> cat ret_06_yoel_rejected78514376136139424969
yoelk@il-aleph07(a20_1) USM01> cat ret_06_yoel000006542USM01000006544USM01000006544USM01000006546USM01000006559USM01000006563USM01000006564USM01000006565USM01000006572USM01000006616USM01000006641USM01000006641USM01000006643USM01000006674USM01000006675USM01000006693USM01000006696USM01000006704USM01yoelk@il-aleph07(a20_1) USM01>
ISBNs which were in input file but not in database
ISBNs which were in input and in database. This file can now be used to print a report
Retrieve records by direct index service
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Thank [email protected]