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Alma update
LIBISnet Gebruikersdag 2016
Bart Peeters
2
Agenda
Activiteiten in 2016
Planning 2017
Idea exchange: stem op ons!
33
Activiteiten in 2016
Authority bestanden
Cashless BIB
Werkgroepen
Tour (externe partners)
Verhuisoperaties
Samenvoeging...
44
Authority bestanden
55
Authority bestanden
Lokale authoritybestanden opgeladen vanuit Aleph naar Alma en
nieuwe aangemaakt (namen, titels, TWO...
66
Cashless BIB
Algemeen
77
Cashless BIB
Balie – Oplossing: Money TRACS Applicatie
88
Cashless BIB
Alma Analytics: clearinghouse
99
Werkgroepen
3 Vergaderingen van de volledige werkgroep : Vooral gericht op nieuwe
functionaliteit en inventarisatie en ...
1010
Werkgroepen
Elk semester een vergadering + vergaderingen van de sub-werkgroepen:
Statistieken en rapportering: er wer...
1111
Werkgroepen
3 vergaderingen van de volledige werkgroep
Evaluatie documentatie en bijkomende noden/verwachtingen
Rappo...
1212
Planning 2017
Alma UX
Alma Digital
Optimalisatie data
Linked data en enrichment
Werkgroepen
Rapporten en statistieken...
1313
Alma Digital
Uitrol van Alma Digital.
Enerzijds de mogelijkheid bieden aan eindgebruikers om een
digitaliseringsaanvr...
1414
Alma Digital
1515
Idea exchange
http://ideas.exlibrisgroup.com/
9 voorstellen vanuit LIBIS – Alma/Limo overleg – WG
2 FF
2 ACQ
2 ERES
1...
1616
Idea exchange
Extend the "interested users" functionality
Acquisition librarians want to extend the current "interest...
1717
Idea exchange
Add "item policy" and "temporary location" automatically to predicted
issues
Acquisition librarians wan...
1818
Idea exchange
Opening hours of the library in Alma and renewing in Primo
Circulation desk librarians want to make a d...
1919
Idea exchange
Change the “No requesting from available holding” functionality (check
item availability)
Circulation d...
2020
Idea exchange
“Pushing” sets of records from an Institution Zone to the Network Zone (consortial
environment)
In some...
2121
Idea exchange
Make it possible to delete a NZ bib record from the Institution tab
for records that are CZ in origin (...
2222
Idea exchange
Make it possible to add new individual titles/portfolios to a
contributed collection (for which one has...
23
Dank u
Vragen? => Flipchart
=> Q&A (16u-16u30)
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LIBISnet Gebruikersdag2016 Alma Update

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Presentatie van de LIBISnet Gebruikersdag van 17 november 2016 over de Alma realisaties 2016 en planning 2017

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LIBISnet Gebruikersdag2016 Alma Update

  1. 1. Alma update LIBISnet Gebruikersdag 2016 Bart Peeters
  2. 2. 2 Agenda Activiteiten in 2016 Planning 2017 Idea exchange: stem op ons!
  3. 3. 33 Activiteiten in 2016 Authority bestanden Cashless BIB Werkgroepen Tour (externe partners) Verhuisoperaties Samenvoeging Odisee (HUB – KAHO SL) Integraties Alma – SAP koppeling (KU Leuven) IAM – Alma koppeling (KU Leuven) Update Antilope
  4. 4. 44 Authority bestanden
  5. 5. 55 Authority bestanden Lokale authoritybestanden opgeladen vanuit Aleph naar Alma en nieuwe aangemaakt (namen, titels, TWO, UDC, Chinese headings) Alma geconfigureerd voor het aanmaken van nieuwe en het onderhouden van bestaande authority records => De mogelijkheid van lokale authority bestanden biedt ook meerdere mogelijkheden voor het onderhoud en delen van lokale onderwerpsontsluiting. Workshop op dinsdag 29 november 2016!
  6. 6. 66 Cashless BIB Algemeen
  7. 7. 77 Cashless BIB Balie – Oplossing: Money TRACS Applicatie
  8. 8. 88 Cashless BIB Alma Analytics: clearinghouse
  9. 9. 99 Werkgroepen 3 Vergaderingen van de volledige werkgroep : Vooral gericht op nieuwe functionaliteit en inventarisatie en oplossen van knelpunten 2 workshops: Periodiekenbeheer en werken met sets Beheer E-bronnen Deelwerkgroep statistieken : uitwerking van acquisitiestatistieken voor AA Krachtlijn voor volgend jaar : onderzoeken of Alma acquisition niet voor meer instellingen opportuun kan zijn, eventueel in combinatie met hun ERP. Acquisitie
  10. 10. 1010 Werkgroepen Elk semester een vergadering + vergaderingen van de sub-werkgroepen: Statistieken en rapportering: er werd al heel wat aangepast in Analytics Documentatie: de handleiding is helemaal nagekeken en wordt zeer binnenkort online gezet Workshop: opfrissing FF opleiding Highlights 2016 Rappels worden gebundeld Aanpassing aanvraag/reservatie formulier in Limo Aanpassing IBL-formulier in Limo Dit alles moet aangevraagd worden via de Helpdesk Fulfillment
  11. 11. 1111 Werkgroepen 3 vergaderingen van de volledige werkgroep Evaluatie documentatie en bijkomende noden/verwachtingen Rapporten en statistieken vanuit Alma RM Nieuwe en aangepaste functionaliteit 3 workshops: Gebruik van de Repository Search en toelichting van aantal nieuwe functies en aangepaste functionaliteit Basisopleiding E-bronnen in Alma Authority records in Alma en in LIBISnet (29.11) 1 vergadering subwerkgroep inhoudelijke ontsluiting evaluatie huidige situatie en rondvraag over wat er nodig/wenselijk is Focus 2017: optimalisering documentatie, focus op consistent metadabeheer (o.m. op basis van authority functionaliteit) Resource Management
  12. 12. 1212 Planning 2017 Alma UX Alma Digital Optimalisatie data Linked data en enrichment Werkgroepen Rapporten en statistieken Verhogen betrokkenheid Conversies MIM EBS? ... Integraties SAP - Alma terugkoppeling (KU Leuven)
  13. 13. 1313 Alma Digital Uitrol van Alma Digital. Enerzijds de mogelijkheid bieden aan eindgebruikers om een digitaliseringsaanvraag te plaatsen in Limo en deze op te volgen en af te werken vanuit Alma. Geïnteresseerden? Anderzijds de mogelijkheid aanbieden aan partnersinstellingen om gedigitaliseerd materiaal te beschrijven in Alma en te bewaren in de Alma cloud omgeving
  14. 14. 1414 Alma Digital
  15. 15. 1515 Idea exchange http://ideas.exlibrisgroup.com/ 9 voorstellen vanuit LIBIS – Alma/Limo overleg – WG 2 FF 2 ACQ 2 ERES 1 RM 2 Limo Iedereen heeft 10 stemmen Er volgt nog bredere communicatie zodat je later kan stemmen, ofwel hier (PC ter beschikking)
  16. 16. 1616 Idea exchange Extend the "interested users" functionality Acquisition librarians want to extend the current "interested users" functionality in order to serve the end user in a better and faster way. The current "interested users" functionality is not sufficient enough, to become useful and really benefit from this functionality we would like to extend it with: • The ability to sort the interested user list. Use case: some users (e.g. academic staff) have priority and should get the issue first! • Make it possible to create hold requests on these items regardless of the existing fulfillment policy: Use case: some libraries don't allow requests for available items, but this means they're not able to request items for interested users during receiving. (Apparently in the beginning of going live with Alma this was possible...). • Make it possible to automatically loan the issue to the first interested user when receiving! This way limited routing functionality is made possible for (print) journal subscriptions. Acquisitions
  17. 17. 1717 Idea exchange Add "item policy" and "temporary location" automatically to predicted issues Acquisition librarians want to add automatically the "item policy" and "temporary location" to predicted issues to speed up their work and limit the number of clicks. At this moment the added value of prediction pattern functionality is being restricted by the lack of functionality (parameter setting) … Use case: It’s not possible to add the item policy/temporary location as a parameter to continuous pol’s. If issues are created via prediction patterns the item policy/temporary location should be indicated automatically based upon parameter settings on pol level. This would save a lot of time and additional clicks when receiving the issues. In addition this should also be possible when items are created based upon templates via the “receive new items” button. Acquisitions
  18. 18. 1818 Idea exchange Opening hours of the library in Alma and renewing in Primo Circulation desk librarians want to make a distinction between library opening hours in Alma and service hours in Primo so users can still renew items on loan in Primo that day after closing time of the library. Some libraries close at 5 PM. The due hours of the items loaned in these libraries are thus 5 PM. But in fact the student should be able to renew his items until the end of the day, which is 11:59 PM in Primo. We have also configured that for students there is a patron limit of max overdue = 0. Which means that there is a block on the student record from the moment he has 1 item overdue. When the student has items due on 05/11 - 5 PM and he is logged into Primo at 5:05 PM he can no longer renew his items because of this block. So make it possible to have a distinction between the library opening hours in Alma and the Primo service hours, or create the possibility that the grace day takes this into account so that the items still can be renewed until the end of the day. Fulfillment
  19. 19. 1919 Idea exchange Change the “No requesting from available holding” functionality (check item availability) Circulation desk librarians want to make a distinction between items and holdings that are (not) available for requesting purposes. Patrons shouldn't be able to request items that are available, but they should be able to request items that are NOT available. In our case our items are created under the same holding, and Alma checks the holding for availability, not the item. Use case: 1 holding with 3 items (with the same item description): 2 items are loanable, 1 item should stay in the shelves for consulting. When the 2 loanable items are on loan and the 3rd one being a non-loanable copy, the first 2 items cannot be requested, there’s no request button. We want to be able to show a request button when an item is on loan, even though there is still a no loan item available under the same holding. Fulfillment
  20. 20. 2020 Idea exchange “Pushing” sets of records from an Institution Zone to the Network Zone (consortial environment) In some cases (actually quite regularly) we are facing the following problem in our Alma Network configuration. Using a normalization rule, we want to make bulk changes to a set of bibliographic records (stored in the Network Zone) where this set can only be built in the Institution Zone because the query uses search criteria from either localized fields in the bibliographic record or from the inventory (holdings, items, portfolio, …). Building the query and saving the set in the IZ is obviously not a problem but running normalization rules on NZ bibliographic records from within an IZ is. Non- localized fields in the NZ bib records cannot be changed from within an IZ. Therefore we would appreciate the development of a functionality which would allow to ‘export’ or ‘push’ sets from an IZ to the related NZ where we could then apply the necessary normalization on the bib records. At the moment we use an elaborate workaround exporting IZ sets as XML and extracting the NZ MMS ID of each of the records to a csv-file which can be used to build a new set in the NZ. This is particularly troublesome if we have to ‘gather’ NZ bib records based on similar queries in our thirty odd IZ’. We have to repeat the XML-export/MMS ID extraction for each IZ. Considering the fact that the NZ MMS ID is already available in each of the bib records in the IZ’s, it might not be too complicated to develop a job which would build a ‘mirror’ NZ set based on an IZ set of bib records (so an all/physical/electronic/digital titles set). Resource Management
  21. 21. 2121 Idea exchange Make it possible to delete a NZ bib record from the Institution tab for records that are CZ in origin (consortial environment) It is possible to delete a Network Zone bib record from one's institution tab, provided that (1) it is a record created within the Network Zone and (2) it is not "Held by" other institution from the network. However, when the record is originally from the Community Zone deleting it is not possible. Even when it is not "Held by" any other institution from the network. This results in a multitude of Community Zone bib records to which there are no holdings in the network. Needless to say, it will be a great asset if institutions can actually delete them. Electronic Resources
  22. 22. 2222 Idea exchange Make it possible to add new individual titles/portfolios to a contributed collection (for which one has the ownership) Current functionality for contributing an electronic collection to the CZ is a one-time action. Missing here is the functionality that the owner of this contributed collections can update it, i.e. adding new individual titles/portfolios. Electronic Resources
  23. 23. 23 Dank u Vragen? => Flipchart => Q&A (16u-16u30)

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