IV Workshop ITALE · 16/05/2008 Integrated Aleph: open issues and perspectives 2 I T A L E Round...

Associazione Italiana Utenti Associazione Italiana Utenti ExLibrisExLibris

IV Workshop ITALEIV Workshop ITALEVerona 10Verona 10--11 aprile 200811 aprile 2008

Integrated Aleph: open issuesand perspectives

ALEPH500 verso l’integrazione:

problemi aperti e prospettive future

I T A L E

http://www.itale.it

16/05/200816/05/2008 Integrated Aleph: open issues and perspectivesIntegrated Aleph: open issues and perspectives 22

I T A L E Round Round TableTable

� ITALE: a profile of the Association

�� ILL SBN and ILL SBN and integratedintegrated ILL in ALEPH500ILL in ALEPH500

�� Aleph500 and CIA SystemAleph500 and CIA System

�� Open Open IssuesIssues in ALEPH500 (in ALEPH500 (vsvs 16 and 18)16 and 18)

Agenda

9.30-13.00


I T A L E ITALE: a ITALE: a profileprofile of the of the AssociationAssociation

Our missionOur mission

� Sharing information. To offer the user community a forum for sharing information

� Coordination. To coordinate initiatives and activities in the field of library and information services and technology

� Common strategies. to define common strategies for the development of innovative library services

� IT applications. To promote, distribute and implement new IT applications among its members

� Standards. To share common standards for the development of library systems

� Cooperation. To cooperate to National and International research projects

� Developments. To coordinate all Members’ requests for the development of Ex-librisproducts, interacting with the local distributors and the IGeLU



19891989

First Aleph installation in Italy (Scuola Normale Superiore, Pisa)

A A briefbrief history…history… 19 19 yearsyears longlong

19931993

ITALE beginnings: a small group of Italian Aleph Users starts his activities

19991999The Italian Association of ALEPH Users (ITALE) was officially established

20072007ITALE enlarge its mission, opening to members using any Ex Libris products

2008200840 institutions are members of ITALE



MEMBERS:MEMBERS:

�� BERGAMO Università degli studi di Bergamo BERGAMO Università degli studi di Bergamo

�� BOLZANO Comune di Bolzano BOLZANO Comune di Bolzano

�� BOLZANO Biblioteca Provinciale di Bolzano BOLZANO Biblioteca Provinciale di Bolzano

�� CAMERINO Università degli studi di Camerino CAMERINO Università degli studi di Camerino

�� CASSINO Università degli studi di Cassino CASSINO Università degli studi di Cassino

�� COSENZA Università degli studi della Calabria COSENZA Università degli studi della Calabria

�� FIRENZE Accademia della Crusca FIRENZE Accademia della Crusca

�� FIRENZE Associazione IRIS FIRENZE Associazione IRIS

�� FIRENZE Fondazione Ezio FIRENZE Fondazione Ezio FranceschiniFranceschini

�� FIRENZE Università degli studi di FirenzeFIRENZE Università degli studi di Firenze

�� GENOVA Università degli studi di Genova GENOVA Università degli studi di Genova

�� GENOVA Sistema Bibliotecario Urbano GENOVA Sistema Bibliotecario Urbano

�� MESSINA Università degli studi di Messina MESSINA Università degli studi di Messina

�� MILANO Università degli studi Milano Bicocca MILANO Università degli studi Milano Bicocca

�� MILANO Università IULM MILANO Università IULM

�� NAPOLI Stazione Zoologica NAPOLI Stazione Zoologica AntonAnton DohrnDohrn

�� NAPOLI Università degli studi NAPOLI Università degli studi ParthenopeParthenope

�� NAPOLI Università degli studi di Napoli Federico II NAPOLI Università degli studi di Napoli Federico II

�� PADOVA Università degli studi di PadovaPADOVA Università degli studi di Padova

�� PALERMO Università degli studi di Palermo PALERMO Università degli studi di Palermo

�� PAVIA Istituto di Matematica Applicata e Tecnologie PAVIA Istituto di Matematica Applicata e Tecnologie Informatiche Informatiche -- CNR CNR

�� PERUGIA Università degli studi di Perugia PERUGIA Università degli studi di Perugia

�� PISA Scuola Normale Superiore di Pisa PISA Scuola Normale Superiore di Pisa

�� PISA Università degli studi di Pisa PISA Università degli studi di Pisa

�� POTENZA Università degli studi della POTENZA Università degli studi della Basilicata Basilicata

�� ROMA Agenzia Spaziale ItalianaROMA Agenzia Spaziale Italiana

�� ROMA Banca d'Italia ROMA Banca d'Italia

�� ROMA Università degli studi di Roma ROMA Università degli studi di Roma TorTorVergata Vergata

�� ROMA Università degli studi di Roma Tre ROMA Università degli studi di Roma Tre

�� ROMA ENEA ROMA ENEA

�� ROMA Camera dei DeputatiROMA Camera dei Deputati

�� ROMA Senato della Repubblica ROMA Senato della Repubblica

�� SALERNO Università degli studi di Salerno SALERNO Università degli studi di Salerno

�� SASSARI Università degli studi di Sassari SASSARI Università degli studi di Sassari

�� SIENA Università degli studi di Siena SIENA Università degli studi di Siena

�� TORINO Politecnico di Torino TORINO Politecnico di Torino

�� TRIESTE ITCPTRIESTE ITCP

�� UDINE Università degli studi di Udine UDINE Università degli studi di Udine

�� VARESE Università degli studi dell'Insubria VARESE Università degli studi dell'Insubria

�� VERONA Università degli studi di VeronaVERONA Università degli studi di Verona



40 installations

more than 500 Libraries

Universities

Library Consortia

Public Libraries

Research Centers

ITALE

Members



Special Special fundsfunds

Archival materials (3 institutions)

Collections of letters (4 institutions)

Music funds (5 institutions)

Audio-visual medias (14 institutions)

Photographic funds (4 institutions)

OUR PATRIMONYOUR PATRIMONY

AuthorityAuthority filesfiles

Started up in 25 institutions

ElectronicElectronic resourcesresources

25 institutions manage local electronic resources

18 institutions manage remote electronic resources



7.538.0007.538.000 bibliographic records

(monographs, serials, special funds, electronic resources, archival materials)

8.093.0008.093.000 volumes (physical units)

OUR DATAOUR DATASource of data: survey 2004

11.823.00011.823.000 bibliographic records

12.316.00012.316.000 volumes (physical units)

According to the annual increasing index of our members, in 2007:

OurOur patrimonypatrimony and and ourour data are data are accessibleaccessible forfor downloadingdownloading through Z39through Z39.50..50.

On ITALE web site On ITALE web site isis publishedpublished and and frequentlyfrequently updatedupdated a database a database containingcontaining the the archivearchive of Z39of Z39.50.50 serversservers paremetersparemeters. .

The access The access isis alreadyalready providedprovided byby 2020 of of ourour membersmembers..



CHAIR

Alessandra Bezzi (University of Insubria-Varese) [email protected]

STEERING COMMITTEE

(four members and a chairperson) elected by ITALE’s members

Liliana Bernardis (University of Udine) [email protected]

Fiorella Liotto (Stazione Zoologica Anton Dohrn-Napoli) [email protected]

Ennio Ferrante (University of Bergamo) [email protected]

Antonella Trombone (University of Basilicata-Potenza) [email protected]

ORGANIZATIONORGANIZATION

FUNDS

Annual members fee

WORKING GROUPS

Product Working Groups and Special Interest Working Groups

Committee 2007-8


I T A L E ITALE: ITALE: anan AssociationAssociation profileprofile

DOCUMENTATIONDOCUMENTATION

All Information, technical documentation and the ITALE Newsletter are freely available on the ITALE web site (www.itale.it). An area with projects and activities of the Association is restricted to ITALE members. The official language is Italian, but all the documentation for international events is produced in English

INFORMATIONINFORMATION

ITALE manages three mailing lists, restricted to:

� Italian Ex-Libris users (IT-ELUG)

� Members of ITALE Association (ITALE)

� System and Library Managers, Members of ITALE (ITALE-SYS)

MEETINGS AND TECHNICAL SEMINARSMEETINGS AND TECHNICAL SEMINARS

� Annually we had two plenary ITALE meetings. Several technical seminar on specific issues have been done since 1996







Agenda

9.30-13.00


I T A L E ILL SBN and ILL SBN and integratedintegrated ILL in ALEPH500: ILL in ALEPH500:

perspectivesperspectives of of integrationintegration

AgendaAgenda

�� Relations Relations betweenbetween ITALE and ICCU (the ITALE and ICCU (the institutioninstitution thatthat

managesmanages the the ItalianItalian NationalNational BibliographicBibliographic System)System)

�� ItalianItalian institutionsinstitutions teststests aboutabout integratedintegrated ILLILL

�� ITALE ITALE -- ICCU meeting (ICCU meeting (AprilApril 3th, 2008)3th, 2008)

�� Future Future perspectivesperspectives




Relations Relations withwith ICCUICCU

�� The ITALE The ITALE –– ICCU meeting (ICCU meeting (RomeRome, , SeptemberSeptember

18th 2007)18th 2007)

�� ITALE ITALE attendanceattendance at the Meeting on at the Meeting on

InterlibraryInterlibrary LoanLoan ((RomeRome, , DecemberDecember 12th 2007)12th 2007)

�� The The followingfollowing agreementsagreements




TestsTests aboutabout integratedintegrated ILLILL

�� ILL and DD ILL and DD servicesservices in the in the ItalianItalian ALEPH ALEPH librarieslibraries

A survey among the ALEPH libraries I carried out last November (in preparationfor the Rome Seminar) gave these results

(http://www.opinionpower.com/results.cgi?id=415051365):

� 79% of libraries use ILL and DD services� Only 25% of libraries use ILL GUI of ALEPH500� No library used the WEB ILL � At the moment no library is working with integrated ILL� For ILL and DD services, libraries use often (74%) other tools as NILDE and ESSPER for DD, local tools for ILL

� 3 ALEPH library already subscribed to ILL SBN (Padua, Perugia and Bergamo)

�� The The testingtesting of the University of Bergamo and the University of of the University of Bergamo and the University of UdineUdine




ITALE ITALE –– ICCU meeting (ICCU meeting (RomeRome, , AprilApril 3rd 2008)3rd 2008)

GoalGoal

CooperatingCooperating toto the the growthgrowth of a of a nationalnational ILL network through the ILL network through the

integrationintegration of ILL SBN and ALEPH of ILL SBN and ALEPH integratedintegrated ILLILL

ITALE ITALE requestsrequests

�� LocatingLocating SBN SBN bibliographicbibliographic recordsrecords fromfrom anan ALEPH ALEPH clientclient

�� SendingSending borrowingborrowing requestsrequests toto ILL SBN through ISO ILL ILL SBN through ISO ILL protocolprotocol

(ISO ILL (ISO ILL isis implementedimplemented bothboth in ALEPH system and in ILL SBN)in ALEPH system and in ILL SBN)

�� AllowingAllowing ILL SBN ILL SBN toto locate locate bibliographicbibliographic recordsrecords in the ALEPH in the ALEPH

cataloguescatalogues through ISO ILL through ISO ILL protocolprotocol in in orderorder toto enterenter the the devoteddevoted

messagesmessages




ALEPH Library

ALEPH Library

ALEPH Library

ILL SBN SERVER

OPAC SBN

SBN Library

SBN Library

SBN Library

SBN Library




ICCU ICCU termsterms

�� RegistrationRegistration of ALEPH of ALEPH librarieslibraries toto ILL SBN network through the ILL SBN network through the

subscriptionsubscription of the of the Agreement Agreement forfor InterlibraryInterlibrary LoanLoan in ILL SBNin ILL SBN ((thisthis

isis a a formalformal aspectaspect; in ; in factfact the ALEPH the ALEPH librarieslibraries willwill useuse the the

integratedintegrated ILL ILL forfor the ILL and DD the ILL and DD servicesservices))

�� MutualMutual commitmentscommitments and and mutualmutual servicesservices betweenbetween ALEPH and SBN ALEPH and SBN

librarieslibraries

�� EachEach subscribingsubscribing librarylibrary hashas toto publishpublish a a formform containingcontaining the the

offeredoffered servicesservices and and theirtheir termsterms ((costscosts, timing, , timing, etcetc.).)




The meeting The meeting resultsresults

�� IdentificationIdentification of the of the developmentsdevelopments toto integrate the integrate the twotwo systemssystems

(the (the developmentsdevelopments willwill bebe fulfilledfulfilled byby ICCU)ICCU)

�� CreationCreation of a of a gatewaygateway toto translatetranslate in in xmlxml languagelanguage the APDU ILL the APDU ILL

(in (in bothboth waysways))

�� FilteringFiltering byby the ILL SBN server of the the ILL SBN server of the lendinglending requestsrequests and and theirtheir

direction direction toto ALEPH or SBN ALEPH or SBN librarieslibraries

�� DevelopmentDevelopment of the of the ItemItem search search functionalityfunctionality byby the SBN the SBN IndexIndex




Short Short termterm perspectivesperspectives

�� In 20In 20--30 30 daysdays ICCU ICCU willwill formallyformally replyreply ifif the the institutioninstitution

takestakes chargecharge of of thisthis projectproject

�� In case of a positive In case of a positive replyreply AtlantisAtlantis willwill sendsend toto ICCU the ICCU the

technicaltechnical specificationsspecifications aboutabout the ISO ILL the ISO ILL

implementationimplementation in ALEPH500in ALEPH500

�� ThenThen a a technicaltechnical tabletable willwill bebe organisedorganised on timing, on timing,

resourcesresources, , numbernumber of of institutionsinstitutions forfor the the teststests, etc. , etc.


IV Workshop ITALEIV Workshop ITALE

Verona 10Verona 10--11 aprile 200811 aprile 2008

I T A L E

http://www.itale.it

Liliana Bernardis

Università degli studi di Udine

10 aprile 2008

Thanks!







Agenda

9.30-13.00


I T A L E Aleph500 and CIA SystemAleph500 and CIA System

AgendaAgenda

�� What happened before: preliminary discussions What happened before: preliminary discussions

……

�� Settlement of a workflowSettlement of a workflow

�� The state of the art: technically and politicallyThe state of the art: technically and politically

�� Aleph and UAleph and U--GOVGOV



Preliminary discussions…Preliminary discussions…

�� An interface concerning both the An interface concerning both the Acquisitions Acquisitions modulemodule and and the Itemthe Item modulemodule

�� Two possibilities: a direct interaction (a Two possibilities: a direct interaction (a single suppliers registry for onsingle suppliers registry for on--line line queries) or an indirect one (data transfer queries) or an indirect one (data transfer from CIA to Aleph)from CIA to Aleph)

�� The first theory: starting from the “order The first theory: starting from the “order proposals”proposals”



Settlement of a workflowSettlement of a workflow

�� The next possibility: to maintain the The next possibility: to maintain the

management of orders within Aleph, till the management of orders within Aleph, till the

invoice arrivalinvoice arrival

�� Then Aleph sends to CIA the “invoice lines” Then Aleph sends to CIA the “invoice lines”

loaded, and CIA manages the patrimonial loaded, and CIA manages the patrimonial

phase (inventory)phase (inventory)

�� CIA keeps the suppliers register and the CIA keeps the suppliers register and the

loading takes place in batch modalityloading takes place in batch modality



Workflow (1)Workflow (1)

1) Suppliers: CIA 1) Suppliers: CIA ––––––> ALEPH> ALEPH

�� Every night the new or modified suppliers are Every night the new or modified suppliers are

poured into Alephpoured into Aleph

�� The CIA supplier code becomes the only ID The CIA supplier code becomes the only ID

and it is put in Aleph Z70and it is put in Aleph Z70--ADDITIONALADDITIONAL--

VENDORVENDOR--CODE CODE

�� The first pouring match happens on the basis The first pouring match happens on the basis

of VAT number (Z70of VAT number (Z70--NOTE or Z70NOTE or Z70--CONTACCONTAC--4?)4?)




2)2) Invoices: Invoices: ALEPH ALEPH ––––––> CIA> CIA

�� In CIA the promise to expend is made In CIA the promise to expend is made handlyhandly

�� At the arrival of the goods and of the invoice, At the arrival of the goods and of the invoice,

the librarian inserts the invoice data in Aleph the librarian inserts the invoice data in Aleph

((““order linesorder lines””))

�� Then the item line is linked to the same invoice Then the item line is linked to the same invoice

line (line (““invoice keyinvoice key”” field)field)

�� The data are sent to CIAThe data are sent to CIA




3)3) Inventory: Inventory: CIA CIA ––––––> ALEPH> ALEPH

�� CIA creates the preCIA creates the pre--invoice and sends an invoice and sends an

inventory number to Aleph with only one inventory number to Aleph with only one

item ID for every invoice line item ID for every invoice line

�� The accounting department prints the The accounting department prints the

inventory register at the end of the yearinventory register at the end of the year



Workflow (4): goods received as giftWorkflow (4): goods received as gift

� As gifts haven’t any accounting relevance for CIA, it isn’t possible to move them as a pre-invoice (in “accounting”)

�� A possibility: to load them in CIA using lists pull A possibility: to load them in CIA using lists pull out of Alephout of Aleph

�� In Aleph the item lines do not contain In Aleph the item lines do not contain information about the way of acquisition (Ginformation about the way of acquisition (G--GIFT is a datum of the order): to extract them GIFT is a datum of the order): to extract them it has to be created a new field (Z30it has to be created a new field (Z30--ITEMITEM--STATISTIC?)STATISTIC?)

�� It wonIt won’’t be more necessary to fill in the ordert be more necessary to fill in the order



The state of the art (1): technically…The state of the art (1): technically…

�� CinecaCineca proposes the nightly pouring of all the proposes the nightly pouring of all the

CIA registry, not succeeding in finding the CIA registry, not succeeding in finding the

new/modified recordsnew/modified records

�� This could mean not desired heaviness in AlephThis could mean not desired heaviness in Aleph

�� To go over difficulties, the University of Padua To go over difficulties, the University of Padua

is helping CINECA in realizing the is helping CINECA in realizing the

developments requireddevelopments required



The state of the art (2): politically…The state of the art (2): politically…

�� February ‘08: Florence officially retires from the February ‘08: Florence officially retires from the

cartelcartel

�� Padua wants to continue the analysis in order Padua wants to continue the analysis in order

to preserve the work done and also expecting to preserve the work done and also expecting

a long time for the implementation of Ua long time for the implementation of U--GOVGOV

�� 8 ITALE Universities using CIA have declared 8 ITALE Universities using CIA have declared

their interest in the project their interest in the project



Why we believe in this project…Why we believe in this project…

�� To avoid the duplication of administrative To avoid the duplication of administrative

jobjob

�� Every system has to do what was created Every system has to do what was created

forfor

�� To optimize workflows both for librarians To optimize workflows both for librarians

and for administrative officeand for administrative office



Aleph and UAleph and U--GOVGOV

�� There will be soon a meeting among all the There will be soon a meeting among all the

ones involved in order to start the analysis for ones involved in order to start the analysis for

the integration between Aleph and Uthe integration between Aleph and U--GOV GOV

�� Beforehand, the 2 Universities (Florence and Beforehand, the 2 Universities (Florence and

Padua) will start analyzing workflowsPadua) will start analyzing workflows

�� UU--GOV and Aleph will dialogue through XML, GOV and Aleph will dialogue through XML,

then there will be probably a stronger then there will be probably a stronger

interaction (also involving orders and budget?)interaction (also involving orders and budget?)




I T A L E

http://www.itale.it

Marina Corbolante

10 aprile 2008

Thanks!







Agenda

9.30-13.00


I T A L E Open Open IssuesIssues in ALEPH500 (in ALEPH500 (vsvs 16 and 18)16 and 18)

InstitutionsInstitutions and ALEPH500and ALEPH500

�� NumberNumber of Institutionsof Institutions : 48: 48

�� NumberNumber of v.18 installationsof v.18 installations : 18: 18

�� NumberNumber of institutions in production of institutions in production withwith version 18version 18 : 12: 12

At 15.03.2008At 15.03.2008



List of the institutions running v. 18List of the institutions running v. 18

� Comune di Bolzano - Biblioteca Civica e Museo

� ICTP – International Centre for Theoretical Physics

� Politecnico di Torino

� Scuola Normale Superiore di Pisa

� Stazione Zoologica Anton Dohrn

� Università degli studi di Camerino

� Università degli studi di Udine

� Università degli studi di Verona

� Università degli studi dell'Insubria

� Università degli studi di Milano Bicocca

� Università degli studi di Padova

� Università degli studi di Siena



CATALOGUING CATALOGUING (1/3)(1/3)

�� AlephAleph shouldshould completelycompletely supportsupportUNIMARC.UNIMARC.

�� WithWith the the nextnext releaserelease of the 3° of the 3° editionedition of of UnimarcUnimarc//BibliographicBibliographic and the 3° and the 3° editioneditionof of UnimarcUnimarc Authority Authority itit shouldshould bebeappropriate appropriate thatthat anyany changeschanges in in AlephAlephwouldwould bebe implementedimplemented throughtthrought SP in SP in orderorder to to havehave the the alignementalignement of the of the UNIXX.UNIXX.




�� The The proceduresprocedures availableavailable in in anyany versionversion

forfor MARC21 MARC21 shouldshould bebe availableavailable alsoalso forfor

anyany versionversion forfor UNIMARC UNIMARC withoutwithout needneed

of of waitingwaiting forfor anyany followingfollowing versionversion..




�� Fix_doc_uni_100_advancedFix_doc_uni_100_advanced ::

�� It It tooktook long time to have a right long time to have a right

compilingcompiling of position 9of position 9--12 and 1312 and 13--16 16

basedbased on the value in position 8.on the value in position 8.

�� Up to Up to nownow the the problemproblem relatedrelated to the to the

documents documents whichwhich have have detaileddetailed date of date of

publication publication isis stillstill open.open.



ITEMS ITEMS �� In order to make the GUI more userIn order to make the GUI more user--friendly the implementation of a new friendly the implementation of a new icon enabling the catalogued record to be icon enabling the catalogued record to be pushed from cataloguing editor to item pushed from cataloguing editor to item would be really appreciated. This would would be really appreciated. This would replace the current access provided by replace the current access provided by Record Manager function.Record Manager function.

�� We are asking also for implementation of We are asking also for implementation of UnimarcUnimarc Holding standard.Holding standard.



SERIALS SERIALS (1/4)(1/4)

�� In previous version (v.14) only NEXT In previous version (v.14) only NEXT

issue was generated and it was the only issue was generated and it was the only

to be displayed as “waited”. to be displayed as “waited”.

�� In version 16 and in version 18, all issues In version 16 and in version 18, all issues

for a publication pattern are opened with for a publication pattern are opened with

the same process status (NA). the same process status (NA).



SERIALSSERIALS (2/4)(2/4)

�� As ALL issues are generated and have the As ALL issues are generated and have the same process status there are three choices:same process status there are three choices:

1) 1) displaydisplay of ALL waited issues, but we claim of ALL waited issues, but we claim that it is extremely heavy to see all the issues that it is extremely heavy to see all the issues in a publication pattern, especially for serials in a publication pattern, especially for serials with high frequency;with high frequency;

2) 2) notnot display ANY waited issues at all.display ANY waited issues at all.

3) any editing for changing process status of 3) any editing for changing process status of next issue must be done manuallynext issue must be done manually



SERIALS SERIALS (3/4)(3/4)

�� In version 14, when checking in last issue for a In version 14, when checking in last issue for a

cycle, next cycle’s issues were automatically cycle, next cycle’s issues were automatically

opened by the system. opened by the system.

�� In version 16 and version 18 this is not In version 16 and version 18 this is not

possible. possible.

Even if with the procedure serialEven if with the procedure serial--13 all 13 all

expected issues are opened, the automatic expected issues are opened, the automatic

opening of the next cycle’s issues by the opening of the next cycle’s issues by the

system is considered more convenient.system is considered more convenient.



SERIALSSERIALS (4/4)(4/4)

�� In version 11, it was possible to leave In version 11, it was possible to leave

blank the “Volume field” in Publication blank the “Volume field” in Publication

Schedule. Schedule.

�� In version 14, 16 and 18 this is not In version 14, 16 and 18 this is not

possible anymore, since a caret sign ^ possible anymore, since a caret sign ^

must be entered. The problem is that must be entered. The problem is that

this sign is displayed and printed. this sign is displayed and printed.



CIRCULATIONCIRCULATION

�� We lost the chance to assign rules of loan according to We lost the chance to assign rules of loan according to the process status, when those status are defined in the process status, when those status are defined in table as table as loanableloanable..

In version 14.1 and version 16.02 In version 14.1 and version 16.02

�� From the list of loans it was possible to recall a loaned From the list of loans it was possible to recall a loaned item.item.

In version 18.01 In version 18.01

�� From the list of loans the function Recall just From the list of loans the function Recall just disappeared.disappeared.



OPACOPAC

�� In version 14.1 wIn version 14.1 when performing a browse hen performing a browse search, search, it was possible to select a heading it was possible to select a heading which had “n” records related and it was which had “n” records related and it was possible to save those records in list of sets.possible to save those records in list of sets.

�� In version 16.02 and version 18.01 from the In version 16.02 and version 18.01 from the browsing list, if more than 5000 records are browsing list, if more than 5000 records are linked to the heading, the system saves in the linked to the heading, the system saves in the list of sets just up to 4997 records.list of sets just up to 4997 records.

�� This limit does not allow to use this function This limit does not allow to use this function regularly and can invalidate the search.regularly and can invalidate the search.



SDISDI�� The SDI function is connected to the The SDI function is connected to the item and it has been for sure an item and it has been for sure an improvement, but linking it only to the improvement, but linking it only to the item (when the item is without process item (when the item is without process status), it is not possible to notify status), it is not possible to notify bibliographic records which don’t have bibliographic records which don’t have item information, such as record of item information, such as record of remote electronic resources and pieces remote electronic resources and pieces analytics.analytics.



ILL to ILL2ILL to ILL2

�� The migration kit from ILL module to ILL2 has the The migration kit from ILL module to ILL2 has the following problems:following problems:

Borrowing requestsBorrowing requests::

�� Requests with the status NEW and without any Requests with the status NEW and without any administrative records (as they are NEW) don’t administrative records (as they are NEW) don’t migrate;migrate;

Lending requestsLending requests::

�� Lending requests don’t migrate in a proper way: the Lending requests don’t migrate in a proper way: the migration kit does not understand to which internal migration kit does not understand to which internal unit (unit (sublibrarysublibrary) has to assign the request.) has to assign the request.



PrintoutsPrintouts�� Services producing letters (such as cirServices producing letters (such as cir--51) produce as 51) produce as

many files as many letters, so in case of editing, the many files as many letters, so in case of editing, the changes must be done many times. In previous changes must be done many times. In previous version, services produced only one file (which version, services produced only one file (which included several letters) which was very easy to included several letters) which was very easy to change.change.

�� If XSL creator is used to modify the labels, a table is If XSL creator is used to modify the labels, a table is needed in order to be able to translate captions into needed in order to be able to translate captions into the appropriate language. The table the appropriate language. The table XSL_creatorXSL_creatorcontains only one line. It should include the list of tags contains only one line. It should include the list of tags in English to give us the possibility to insert the proper in English to give us the possibility to insert the proper translation for each line. translation for each line.



PasswordPassword�� Generally speaking the password management both in Generally speaking the password management both in

version 16.02 and 18.01 is more complex, let’s say version 16.02 and 18.01 is more complex, let’s say muddled and it is heavier than in version 14.1.muddled and it is heavier than in version 14.1.

�� Talking about the Budget management, in version 14.1 Talking about the Budget management, in version 14.1 a specific password could work on many budgets and, a specific password could work on many budgets and, for instance, could make transactions on them.for instance, could make transactions on them.

�� In version 16 and version 18, the system librarian must In version 16 and version 18, the system librarian must be in charge of the setting up of be in charge of the setting up of pwspws for the for the management of budgets every times a librarian has to management of budgets every times a librarian has to work on a new budget. work on a new budget.

�� In this way the administration staff is not independent.In this way the administration staff is not independent.



Z313 Inventory number management Z313 Inventory number management improvementsimprovements

These are some improvements that Italian customers ask in These are some improvements that Italian customers ask in order to conform the Z313 inventory number order to conform the Z313 inventory number management as required by the Italian law.management as required by the Italian law.

Fields to add to Z313 table:Fields to add to Z313 table:

�� Invoice date (Z77Invoice date (Z77--II--DATE)DATE)

�� Material type (book, issue, etc.) (Z30Material type (book, issue, etc.) (Z30--MATERIAL)MATERIAL)

�� OPAC note (Z30OPAC note (Z30--NOTENOTE--OPAC)OPAC)

�� Inventory date (Z30Inventory date (Z30--INVENTORYINVENTORY--NUMBERNUMBER--DATE)DATE)




End of year inventory number management End of year inventory number management

�� The inventory management is yearly based. At The inventory management is yearly based. At the beginning of the new year the contents of the beginning of the new year the contents of the inventory “register” up to that moment the inventory “register” up to that moment become not changeable. This means that the become not changeable. This means that the used Z313 records must be flagged as used Z313 records must be flagged as “locked”. We suggest adding a specific flag to “locked”. We suggest adding a specific flag to Z313 records that will be set by a batch Z313 records that will be set by a batch procedure run yearly from library manager.procedure run yearly from library manager.



Z313 Inventory number management improvementsEnd of year inventory number management

� In these records the only fields that should be “always” updatable are:

Z313-WITHDRAWAL-NOTE andZ313-WITHDRAWAL-DATE

� As the item could be lost or destroyed after the end of the year, these two fields will be updatable only if the value inserted in the “Internal note” field is not RECOVER (this word has a special meaning for Z313 inventory number management).

� This means that the used inventory after the execution of the yearly batch procedure must not be reusable.



Open Open IssuesIssues and and perspectivesperspectivesZ313 Inventory number management Z313 Inventory number management

improvementsimprovements

�� Change theChange the Z30Z30--PRICE and Z313PRICE and Z313--PRICE data PRICE data type from alphanumeric (“picture X”) to type from alphanumeric (“picture X”) to numeric (“picture 9”); this because the price is numeric (“picture 9”); this because the price is a fundamental field for inventory reports and a fundamental field for inventory reports and the presence of alphabetical characters creates the presence of alphabetical characters creates some problems in the total amount of books some problems in the total amount of books value calculation. value calculation.



Z313 Inventory number management Z313 Inventory number management

improvementsimprovements

�� Creation of an onCreation of an on--line interface to create and line interface to create and

update the inventory series. Now the new update the inventory series. Now the new

inventory numbers are created using an inventory numbers are created using an

external program (filling the Z313external program (filling the Z313--USED, Z313USED, Z313--

SUBSUB--LIBRARY, Z313LIBRARY, Z313--SERIES and Z313SERIES and Z313--

INVENTORYINVENTORY--NUMBER) and are uploaded using NUMBER) and are uploaded using

p_file_04.p_file_04.




�� In addition, the z313 management should be In addition, the z313 management should be

aware of the binding function. In ver.18 the aware of the binding function. In ver.18 the

z313 table needs to be modified when the z30 z313 table needs to be modified when the z30

records are bound in a new single record with records are bound in a new single record with

the inventory number of the first issue.the inventory number of the first issue.




I T A L E

http://www.itale.it

Emanuela PISANU – Marta PUTTI

Università degli studi di Siena

10 aprile 2008

Thank for your kindattention!




I T A L E

http://www.itale.it

13.00-14.00

IV Workshop ITALE · 16/05/2008 Integrated Aleph: open issues and perspectives 2 I T A L E Round...

Documents

Transcript of IV Workshop ITALE · 16/05/2008 Integrated Aleph: open issues and perspectives 2 I T A L E Round...