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Ex Libris Repository Searches and how to save sets

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Some helpful queries/search sets libraries have been using to locate specific groups of records.

  • Recommended Search for e-Resources in the NZ:
    • Alma Drop-down menu > Find Electronic Collection >  where Electronic Collection > contains  NAME_OF_eRESOURCE
  • Locating locally created database records in the CZ or IZ (migrated from ILS via P2E)
    • Suggested ExL query:  Advanced Search-Find Electronic Collection > Add Conditions = Electronic Collection Type > Click Add Condition Button > Choose Database from drop down menu
      • Results: Current Search = Electronic Collections where Electronic Collection (Electronic collection Type equals "Database")
      • Locates database-only e-collection records which are not available from Ex Libris, records in CZ are created and shared by other libraries.  Currently no database-only e-collections records in NZ.  There are bib records for database-only records.
    Recommended Search for e-Resources in the NZ:
    • Alma Drop-down menu > Find Electronic Collection >  where Electronic Collection > contains  NAME_OF_eRESOURCE
  • Search set to find bib records not linked to the NZ that should be linked
    • Repository Search from Alma Drop-down menu: Find Physical Titles > Click on Advanced Search > Add Condition > Under All titles choose Is Linked  > equals NO > ADD Condition >  Under All Titles Other System # >  starts with OCLC
      • Results: All Titles where All titles (Is linked equals "No" and Other System Number starts with "oclc")
  • Complete list of shared resources for your library in the NZ.  Should match up the Merged Target list for SFX.
    • Do a Repository Search > Find Electronic Collection > click Advanced Search > Add Condition > check Collection Available Only For  in Electronic Collection section > click on Add Condition button > equals > Choose Campus

      • This will list the active e-collections for your library.  This may be easier to compare to SFX to see what migrated.

      • If you are comparing with the merged targets list: First change the Alma results Primary sort order from Rank to Collection name - Asc
      • Be aware the the target names in SFX may be slightly different than those appearing in Alma, which affects the order on the two lists.
  • Targets migrated from the local SFX instance in the IZ only (ignore the NZ results for this search). 

    • Advanced Search-Find Electronic Collection > Add Conditions: one is Service Type equals Full Text and the second is Availability equals Available.

      • You could add a third condition to search for a specific vendor too if you want to narrow the search results.
      • Remember that targets without a full-text service will not migrate.
    • Another possibility:  Advanced Search-Find Electronic Collection > Add Conditions: one is Service Type equals Full Text and the second is Local (collection) equals Yes .
    • Another possibility: Electronic Collections where All titles (Originating System contains keywords "ILS") and Electronic Collection (Electronic collection Type equals "Database")
    • Another possibility: Electronic Collections where All titles (Originating System contains keywords "ILS") and Electronic Collection (Electronic collection Type equals "Selective package") 
  • This query identifies all records identified as electronic collections in IZ (aggregator packages, databases, and selective packages)

    • Electronic Collections where Electronic Collection (Electronic collection Name contains keywords "*")

  • To find collections with proxy enabled that probably SHOULD have it enabled.
    • Advanced Search > Find Electronic Collection
    • Add conditions: Proxy Enabled Equals Yes AND Free Equals Not Free
  • To find collections with proxy NOT enabled that probably SHOULDN'T have it enabled.
    • Advanced Search > Find Electronic Collection
    • Add conditions: Proxy Enabled Equals No AND Free Equals Free
  • To find collections with proxy NOT enabled that probably SHOULD have it enabled (i.e. they need fixing).
    • Advanced Search Find Electronic Collection 
    • Add conditions: Proxy Enabled Equals No AND Free Equals Not Free

Alma Searches: 

  • Electronic Collections and Electronic Portfolios search the COLLECTION fields. 
  • All Titles, Physical Titles and Electronic Titles search
the 
  • the BIB RECORD fields.

Alma Searchable Fields – Electronic Collections

Ex Libris All Titles and Electronic Titles

Ex Libris statement:  All of the "titles" search types search the bib record. The difference between "All titles" and "Electronic titles" (and "Physical titles") is that "All titles" searches all bib records (including those with electronic inventory, physical inventory, and no inventory at all). "Electronic titles" searches all bib records with electronic inventory.