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  1. Hadi Amjadi
  2. Sierra/ Millennium/ Encore
  3. Monday, January 29 2018, 11:45 AM
  4.  Subscribe via email
Dear IUG colleagues,





We have a problem that I was wondering if you can be of help to us in finding a solution for it. When we order materials that we already have item records for, Sierra displays the order record as a separate
record. The holds go on the order record and when the records are combined the patrons lose their place in the Hold queue. Staff will also have to merge the records and this takes extra staff time.





Is there a setting on Sierra that we can turn on that combines these records so that we don’t run into this problem?






Thank you in advance for your help.


Hadi















Hadi Amjadi

Systems / Cataloging Librarian




david.amjadi@sjlibrary.org


(408) 808-2075

San Jose Public Library



http://www.sjpl.org/king"">http://www.sjpl.org/king

















david.amjadi@sjlibrary.org
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Eeva Stierwalt Accepted Answer
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Hello Hadi! We actually load our order records from our vendor sites. The order information is in 960 and 961 fields in the bibliographic record from the vendor. We have a load table which basically states: If there is a match, no overlay and create an order reocord from the info in the 960 and 960 fields and add the order record to the existing bibliographic record. If there is no match, then add the bib and create and add the order record. This works really well for us and in our catalogue, we see that more copies are on order even if there are existing copies in circulation. Patrons place the hold on the bib. I hope this helps!

eeva.stierwalt@lpl.london.on.ca
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Hi Eeva,

Your suggestion sounds like it could be the solution to our problem! I am scheduled for the Load Profile Maintenance training in May. This will be one of the items I will bring up during that training to see if I can figure out how to make the necessary changes so that the new order record is created linked to existing bib and item records.

Thank you so much!
Hadi

david.amjadi@sjlibrary.org
  1. Hadi Amjadi
  2. 3 weeks ago
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Joshua Rees Accepted Answer
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Hi Hadi,

While I have not had loader training (our constoria's systems administrator has), I would suggest being sure that this "duplicate record" is happening with all orders. If not all orders, then what may be different about those that are attaching versus are not attaching? San Jose has been on Millennium/Sierra for a while and I would be surprised if nothing was currently matching and attaching. Is this a new vendor, or other system processes having changed?

Our Sierra (and Millennium) system has been matching and attaching order records to existing records for 12 years, with only a few problems.
1) The standard number to be matched with needs to look the same (ISBN's with pbk afterwards does not match with ISBN with paperback afterwards)
2) Not all vendors provide a standard number that can or will be matched with existing (vendor # versus UPC).
3) Sometimes there are the same/valid standard number (even ISBN's) correctly on different records (language items especially, but also readalongs). These then necessitate merging.

Also, when merging, the holds lists should also merge, keeping patrons in the same place based on date/time of the hold being placed. That might be a setting, but not one I have seen or heard about.

-Joshua
Daly City Public Library

rees@plsinfo.org
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Hadi Amjadi Accepted Answer
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Hi Joshua,

Thank you so much for your post. I apologize for the delay in responding. You have some very useful information here that I should be on the lookout for when I get the load profile training. No, this is not with a new or any new or specific vendor. It happens all across the board.

Hadi

david.amjadi@sjlibrary.org
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