Weeding in ALEPH Library Staff Training © South Dakota Library Network, 2013 ©Ex Libris (USA), 2011 Modified for SDLN Version 20.01.

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Presentation transcript:

Weeding in ALEPH Library Staff Training © South Dakota Library Network, 2013 ©Ex Libris (USA), 2011 Modified for SDLN Version 20.01

How to weed in ALEPH Reports - how to retrieve items to consider for weeding Deleting records - the process for deleting those items and associated BIB and HOL records 2

Reports Circulation Module - SDLN Custom Reports Advanced Report Tool - Create your own custom reports 3

Circulation Module Weeding Report by Collection (custom-30) - Report displays list of items that have not circulated since specified date of last use, uses collection and date specified by staff user, includes barcode, call number, author, title, total circulation, total in house use, total not on loan return, date of last use, date added, date updated, item process status Loan Usage by Collection (custom-31) - Report displays number of circulations for items in a collection for a collection and date range specified by the staff user, includes barcode, item open date, number of circulations 4

5

Weeding Report by Collection (custom-30) 6

7 Report displays items in the collection you specify. Items with circulation display date of last use, on or before the date you specify

Loan Usage by Collection (custom-31) 8

9 Report displays items in the collection you specify. Circulation is displayed for the date range.

Advanced Report Tool Can create reports of items utilizing publication date, specific collections or all items Can sort by call number, last return date of zero for no circulation after exporting to MS Excel 10

Advanced Report Tool Go to Login using your ALEPH client download username and password 11

Advanced Report Tool Click on Items to display search parameters for items 12

Advanced Report Tool Use dropdown menus to select parameters, operators and Boolean operators for search 13

Advanced Report Tool Use dropdown menus to select parameters, operators and Boolean operators for search 14

Advanced Report Tool Use dropdown menus to select parameters, operators and Boolean operators for search 15

Advanced Report Tool Once you have selected all your parameters, you may select output fields to display on the report then click Submit Query 16

Advanced Report Tool You will see this message while your report is being created 17

Advanced Report Tool Once the report is created, you may view it on the web page and/or export it to MS Excel. Exporting to MS Excel will allow you to sort the data in multiple ways. 18

Advanced Report Tool Viewing in MS Excel 19

Advanced Report Tool Viewing in MS Excel after sorting data 20

Deleting Items In the Cataloging module Search for an item by typing or scanning the barcode 21

Deleting Items Display title, click icon to edit BIB record 22

Deleting Items View MARC record, go to Record Manager, choose Total Delete 23

Deleting Items Click Yes 24

Deleting Items You may see: Error messages related to attached items, holding and/or ADM records, if they are in green just override 25