MARCcat: MARC Holdings records
(UXPROD-2457)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | None | Parent: | MARCcat: MARC Holdings records |
| Type: | New Feature | Priority: | TBD |
| Reporter: | Jesse Lambertson | Assignee: | cristina |
| Resolution: | Won't Do | Votes: | 0 |
| Labels: | MARCcat-Holdings, metadatamanagement | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Epic Link: | MARCcat: MARC Holdings records | ||||||||||||||||
| Development Team: | Scanbit | ||||||||||||||||
| Rank: Chicago (MVP Sum 2020): | R5 | ||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R5 | ||||||||||||||||
| Rank: Duke (Full Sum 2021): | R2 | ||||||||||||||||
| Rank: 5Colleges (Full Jul 2021): | R5 | ||||||||||||||||
| Rank: FLO (MVP Sum 2020): | R5 | ||||||||||||||||
| Rank: GBV (MVP Sum 2020): | R5 | ||||||||||||||||
| Rank: MO State (MVP June 2020): | R5 | ||||||||||||||||
| Rank: TAMU (MVP Jan 2021): | R2 | ||||||||||||||||
| Description |
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During the 18 June 2020 MARCcat update, Tiziana let us know about session searching being saved. The idea was suggested and was given some support by a few others, to suggest that some functionality for SAVED searches for metadata be included for records or sets of records that are interacted with routinely. I am herein suggesting this as a possible new feature that could go in line with whatever other search functionality you are working Consider applying at the Tenant level first, and then maybe User (since FOLIO does not currently have user-level settings) |
| Comments |
| Comment by Jacquie Samples [ 01/Jul/20 ] |
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A question: we are interested in saving the results of a query, at least the record identifiers for the results of a query, is this included in the use-case here? |
| Comment by Jesse Lambertson [ 01/Jul/20 ] |
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I guess, in the original suggestion, any saved searches would include whatever is part of that query, which would definitely include record IDs. But whether a query by IDs only falls nuder a different category of issue, It seems a set list of IDs would be a different type of thing to me, but what do others think? |
| Comment by Ann-Marie Breaux (Inactive) [ 02/Jul/20 ] |
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Hi Jacquie Samples and Jesse Lambertson - I attached a screenshot of the current session search history that a user can see in MARCcat. This history disappears when the user ends their session. I think this feature would allow a user to construct searches and save them, instead of them disappearing at the end of the session. As for search results, that's a different issue. A saved search would usually be reperformed when it is selected, and the results could change - if records that fit the search criteria are added, edited, or deleted. Once you have the search results though, I think it would be possible to work on a way of connecting to the Export feature (similar to how Inventory is connected to Export), so that corresponding records (or portions of those records, like HRIDs/UUIDs) could be exported. |
| Comment by Jacquie Samples [ 02/Jul/20 ] |
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Thanks for the screenshot and the explanation, Ann-Marie Breaux. I do think that saving search criteria, as in the screenshot, is useful. As for the saving or exporting of the HRIDs/UUIDs for the records resulting from these searches, we do this type of activity very frequently now when we need to identify and then update large (>20) sets of records. This is for efficiency and to automation, so staff don't need to do repetitive updating. Thanks! |
| Comment by Jesse Lambertson [ 02/Jul/20 ] |
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I agree with Ann-Marie Breaux's comment that a saved search would be determined by criteria, a logical search, not an item list of a specific IDs, which would not necessarily be about specific criteria such as: HAS SUBJECT, or by so-and-so-AUTHOR, etc. I see that this WILL be very useful if implemented. I think everyone would make use of this functionality. But that is different than a set of IDs. |
| Comment by Jacquie Samples [ 02/Jul/20 ] |
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Thanks Jesse Lambertson, I also do agree with you and Ann-Marie Breaux that a saved search means saving search criteria. I was simply expounding on how we then utilize those saved searches currently. Once we have found the set based on search criteria, as you described, we often then conduct record maintenance via "batch updates" or "global edits". So, having the ability to export the IDs is useful, especially if the updates are needed in bibs or items, as opposed to in the holdings record. Or, needed in the holdings or items if the search is conducted on the bibs, etc. |
| Comment by Jesse Lambertson [ 02/Jul/20 ] |
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It could be that saved search would actually be the source from which ANOTHER list if taken or filtered - maybe this list of records by bibIDs or whatever you want. Either way, saved searches are important! I see that your request will be very functional. I wonder if it should be added as another feature request. |
| Comment by Ann-Marie Breaux (Inactive) [ 19/Jan/21 ] |
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As of Jan 2021, development of MARCcat has ceased. Will incorporate some features into quickMARC. |