1. Items Version 18 Upgrade Training

2. Items: Version 18 Upgrade Training 2 All of the information in this document is the property of Ex Libris Ltd. It may NOT, under any circumstances, be distributed, transmitted, copied, or displayed without the written permission of Ex Libris Ltd. The information contained in this document has been prepared for the sole purpose of providing information for training. The material herein contained has been prepared in good faith; however, Ex Libris disclaims any obligation or warranty as to its accuracy and/or suitability for any usage or purpose other than that for which it is intended. © Ex Libris Ltd., 2006

3. Items: Version 18 Upgrade Training 3 Goal To demonstrate changes between versions 17 and 18 Items functionality.

4. Items: Version 18 Upgrade Training 4 Tools ALEPH Cataloging Client, version 18 Demo databases: USM01 (bibliographic), USM50 (administrative), USM60 (holdings) PuTTY, free Telnet/SSH client available from http://www.chiark.greenend.org.uk/~sgtatham/ putty/download.html Handout: Version 18 Overview of Changes: Cataloging/Items

5. Items: Version 18 Upgrade Training 5 Additional Documentation Ex Libris Documentation Center, www.exlibrisgroup.com/docportal where the following documentation is found: www.exlibrisgroup.com/docportal ALEPH Version 18 Release Notes ALEPH Version 18 User Guide ALEPH Version 18 System Librarian Guide ALEPH Version 18 Configuration Guide ALEPH Version 18 Oracle Table documentation is available on request.

6. Items: Version 18 Upgrade Training 6 Agenda 1.Item Deletion 2.Global Changes 3.History 4.Inventory 5.Log 6.Summary 7.Services

7. 1. Item Deletion

8. Items: Version 18 Upgrade Training 8 1. Item Deletion Ability to delete multiple items in all items lists with standard system checks via Item tab> Item List.

9. 2. Global Changes

10. Items: Version 18 Upgrade Training 10 2. Global Changes Global Changes (Item tab > Item List > Global Changes) has the following new fields: Material Type Arrival Date Order Number Subscription Number.

11. 3. History

12. Items: Version 18 Upgrade Training 12 3. History There are new types of field changes or actions that will cause an item history record to be written. See xxx50/tab/tab_item_history.eng: Material type Item Description Circulation Note Internal Note OPAC Note Location Type Location2 Type Copy Number Enumeration Level 1 Enumeration Level 2.

13. Items: Version 18 Upgrade Training 13 3. History Set the ITEM-BOR-INFO-CIRC-ONLY=Y in tab100 to prevent the display of patron info in Items module. PC_COM_LOAN_H_LIST_1 and PC_COM_HOLD_H_LIST_1 in xxx01/tab/pc_tab_col.eng for showing Loan History and Hold History without patron information.

14. 4. Inventory

15. Items: Version 18 Upgrade Training 15 4. Inventory Inventory Marking has two new options for defining lost and missing process status in the menu Items > Inventory Marking: “None” and “No Process Status”. The “No process status” is represented as ZZ in the menu option. The two new options are missing from Services | Items | Inventory Marking

16. 5. Log

17. Items: Version 18 Upgrade Training 17 5. Log Circulation Log added to Item node.

18. 6. Summary

19. Items: Version 18 Upgrade Training 19 6. Summary Circulation summary now includes number of times an item has been sent to maintenance.

20. 7. Services

21. Items: Version 18 Upgrade Training 21 7. Services The service, Update Item Records (manage-62) has the following new fields: Material Type, Arrival Date, Order Number, and Subscription Number.

22. The End THANK YOU!