Alma Q&A and Chat Transcript 9/15/16

Changing how library / location appear:

For most CalState institutions, the library and location are appearing as codes in search results.  This can be changed in Alma by going to Resource Management Config → Other Settings → Library/Location Display

http://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/080Configuring_Resource_Management/210Customizing_How_Library_and_Location_Appear

 

Combining Sets:

 

You can use Boolean Operators to create a custom set of records that you would otherwise not have been able to create due to conditions that are specific to search context.  This can also be used to exclude data from a set when the available operators on a condition do not allow for exclusion of specific categories.

 

http://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/020Using_the_Repository_Search/030Managing_Search_Queries_and_Sets#Combining_Sets

 

http://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Advanced_Search_and_Boolean_operator_NOT

 

Helpful links:

General Repository Search Documentation:

http://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/020Using_the_Repository_Search/020Searching_in_the_Repository

Repository Search Workflows: 

http://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/020Using_the_Repository_Search/010Repository_Search_Workflow

Set Management and Creation:

http://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Resource_Management/020Using_the_Repository_Search/030Managing_Search_Queries_and_Sets

 


 

Chat transcript

from North American Professional Services to Everyone:

Hi all - just preparing audio; will start recording in a few minutes.

from David Walker to Everyone:

Just a reminder to please mute your line, everyone, as an extra precaution

from Laura Krier (Sonoma) to Everyone:

Hello? Am I supposed to be hearing audio?

from Laura Krier (Sonoma) to Everyone:

Thanks!

from North American Professional Services to Everyone:

I was just speaking by phone, could you hear me?

from Brandon Dudley (privately):

no

from CSUN (privately):

no

from North American Professional Services to Everyone:

All right.  Megan, if you could just begin introducing, I'll keep working on access.  WebEx decided to update install.

from Yvonne (CPP) to Everyone:

cannot hear a thing either

from Yvonne (CPP) to Everyone:

I can hear Megan clearly

to Svetlana (privately):

Do you have the option to hit Record?

from North American Professional Services to Everyone:

Recording has started.

from Samuel (privately):

Bring it on!

from Mark B. (Los Angeles) (privately):

Publishing -- the publishing to Primo (the information link)

from SJSU Tech Serv (privately):

Can you enlarge the text again?

from Victoria CPP to Everyone:

We don't have the resource sharing tab on the results of the search.  We also don't have the withdraw tab on the physical item search

from Laura Krier (Sonoma) to Everyone:

Hm. I should have permission to withdraw, and am in the correct context, but am also not seeing the withdraw link.

from Laura Krier (Sonoma) to Everyone:

Haha, nope, I was in the wrong type of search. So many options to mess up...

from North American Professional Services to Everyone:

Laura - make sure you're doing a search on 'physical items'

from North American Professional Services to Everyone:

Right.

from Laura Krier (Sonoma) to Everyone:

I'm sorry, that was a little confusing.

from Laura Krier (Sonoma) to Everyone:

What is the difference between current location and temporary location?

from Laura Krier (Sonoma) to Everyone:

I think I understand, but I want to clarify: Current Location search will search for items in a location regardless of whether location is permanent or temporary. Temporary location will search for items that are only t

from Laura Krier (Sonoma) to Everyone:

temporarily in a location?

from Laura Krier (Sonoma) to Everyone:

Ok, that is what I was trying to explain.

from Michelle (privately):

Would it make a difference if you added suppressed to the set?

to Megan Drake (privately):

Question forwarded from Michelle: "Would it make a difference if you added suppressed to the set?"

from Laura Krier (Sonoma) to Everyone:

Yes! I wasn't aware something could have a temp location but not be IN the temp location.

from CSUN to Everyone:

can you nest/group queries, e.g., (red OR blue) AND tag suppressed?

from SDSU (privately):

How to efficiently search for a serial with a generic title such as: bulletin? e.g., geological society

to Megan Drake (privately):

How to efficiently search for a serial with a generic title such as: bulletin? e.g., geological society

from Humboldt to Everyone:

can you do a NOT in conditions, like NOT DOAJ collection?

from stan (privately):

Are you getting the warning on combining the sets because the warming is default or because of the high number of items in the set?

to stan (privately):

Hi stan - a message always pops up when combining sets.

from CSUN to Everyone:

it was Number 11

from Humboldt to Everyone:

got it, thanks.

from Brandon Dudley (privately):

can you cover searching between the IZ and NZ for eresources and print? just to show differences or best approaches to search?

to Megan Drake (privately):

from Brandon Dudley (privately):

can you cover searching between the IZ and NZ for eresources and print? just to show differences or best approaches to search?

from Brandon Dudley to Everyone:

can you cover searching between the IZ and NZ for eresources and print? just to show differences or best approaches to search?

from Holly Yu (privately):

The combined set shows only the original set name. How can you tell which set it combined with?

from SDSU to Everyone:

This works with MMS IDs? 035s?

to Holly Yu (privately):

from Holly Yu (privately):

The combined set shows only the original set name. How can you tell which set it combined with?

to Holly Yu (privately):

Oops, sorry - forwarding to Megan.

to Megan Drake (privately):

from Holly Yu (privately):

The combined set shows only the original set name. How can you tell which set it combined with?

from Holly Yu (privately):

I see.  Thank you.

from Mark B. (Los Angeles) to Everyone:

Thanks for the remark about IZ/NZ--a key detail about the differences between the two zones

from Carole (privately):

So if I search the NZ for Electronic Titles, is that the same result as if I searched the NZ for All Titles?

from Laura Krier (Sonoma) to Everyone:

when I search the network zone for all titles, physical title results come up, but if I change it to a physical titles search, no results come up.

from Humboldt to Everyone:

if we've deleted a title in our IZ what happens to the Held by in the NZ?

from Laura Krier (Sonoma) to Everyone:

If I'm looking at things in the NZ, why dont' all of the items in the NZ have the NZ icon?

from Laura Krier (Sonoma) to Everyone:

Ok. Thanks, that has been confusing me for awhile.

from Mark B. (Los Angeles) to Everyone:

...and the NZ linked records do not show holdings--i must look in the NZ Tab search?

from Mark B. (Los Angeles) to Everyone:

first two in this list

from Humboldt to Everyone:

if we are the only Held by and we delete in our IZ what happens in the nz record

from Humboldt to Everyone:

OK

from Mark B. (Los Angeles) to Everyone:

Yes, Tech Serv. WG touched on this recently....Luiz said "we'll talk about it".

from Mallory to Everyone:

But essentially a bib stays in the NZ without any "held by" links until someone does something with it

from SDSU to Everyone:

How do I get a list of all the individual bib records for an analyzed serial, in volume # order? Ex: Special paper (or maybe it's 'papers') (Geological Society of America. Our catalog has 521 analytic bib records, plus the 1 serial bib

from CSUN to Everyone:

can you demo sdsu's question?

from Brandon Dudley to Everyone:

Thank you Megan and Dolph!

from Yvonne (CPP) to Everyone:

Thanks so much, Magan. It is super helpful!!

from Mark B. (Los Angeles) to Everyone:

Thanks so much, Megan. Yes, I heard "recording"

from Laura Krier (Sonoma) to Everyone:

Thanks for putting up with all my questions! :-)

from Humboldt to Everyone:

Thanks, Megan, this was real progress in our knowledge base

from Janee Mason (HSU) to Everyone:

thank you