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Browse call numbers by call number type (UXPROD-4327 & UXPROD-3569)

Description: Within Inventory Browse, new browse options have been added to browse and sort call numbers by specific types. For this iteration, the following options are available for browsing:

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• Effective location (item) facet: In this release, if items on a single Instance have call numbers of different call number types, when browsing by a specific type, the locations of all items on that Instance will appear in this facet.

• Effective location (item) facet: In this release, when call numbers have a type and a custom location, they will not show in call numbers (all) option. Will be addressed in future refactor. 

Actions required:

Migration needed to correct call-number shelving order that is used for call-number browse:

• recalculate based on call-number type specified in a record

• recalculate for NLM and SuDoc call-numbers

• See script details: https://wikifolio-org.folioatlassian.orgnet/wiki/display/REL/Poppy+%28R2+2023%29+Release+Notes#Poppy(R22023)ReleaseNotes-ChangesandRequiredActions

Advanced search modal (UXPROD-4424)

Description: In the Inventory Search & filter pane, a new button was added to open the Advanced search modal. This modal allows you to combine search queries using boolean operators, as well as the following search types:

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• For Instances coded as English, the default behavior is to apply word-stemming in exact phrase searches. Evaluation will occur to determine if this is expected behavior.

Actions required: None

Relevance sorting (UXPROD-4200)

Description: There is a new option to sort Inventory results by relevance. This sorting uses the Okapi BM25 algorithm, which takes into account the following factors:

• Term Frequency (TF): First, it looks at how often your search words appear in each instance. If an instance has your search words many times, it gets a higher score because it's more likely to be a good match
• Inverse Document Frequency (IDF): Then, it checks how common or rare your search words are across all the instances in the library. If your words are rare, they get a higher score. If they are common, they get a lower score. This helps give importance to unique words.
• Document Length (DL): BM25 also considers how long each instance is. If an instance is very long, it might dilute the importance of your search words, so it gets a lower score.
• Parameter Tuning: BM25 has a few parameters that you can adjust to fine-tune your search. These parameters help you control how much importance you want to give to term frequency, inverse document frequency, and document length.
• Calculation: Finally, BM25 combines all these factors using a mathematical formula to calculate a score for each instance. The instance with the highest score is considered the best match for your search.

Image Added

Changes/additions: None

Known limitations: Inability to tune algorithm at this time

Actions required: None

MARC authority

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Single record automated linking (UXPROD-3874)

Description: Added the ability to automatically link MARC bibliographic headings to an authority record when the user selects the “Link headings” button in the quickMARC UI of a MARC bibliographic record. This functionality requires the presence of an $0 subfield containing the authority record control number or standard number to match to the authority record heading.

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• This is not a batch feature and currently only supports single record automated linking

• No string match support. 

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Changes/additions:

• New permission: quickMARC: Can Link/unlink authority records to bib records

• Tenant-level setting to enable/disable automated linking by heading type or MARC bib field via API

  • API endpoints reference: https://s3.amazonaws.com/foliodocs/api/mod-entities-links/s/mod-entities-links.html#tag/linking-rules

  • Module docs: https://github.com/folio-org/mod-entities-links/blob/master/doc/documentation.md

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Delete authority record Leader updates (UXPROD-4304)

Description: When a MARC authority record is deleted, the Leader position (record status) 05 is set to “d”.

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Failed updates: Linked bibliographic fields report (UXPROD-4053)

Description: There is a new report that contains any fields in a MARC bibliographic record that did not update once the linked heading in the MARC authority record was updated. This report can be accessed via a new “Reports” section in the MARC authority Actions menu, and once run, can be downloaded from Export Manager.

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Authority control enhancements (UXPROD-4071)

Description: After receiving feedback on manual authority control in the Orchid release, we addressed the following enhancements:

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Create a new MARC bibliographic record from the UI (UXPROD-3909)

Description: You can now create an original MARC bibliographic record directly from Inventory. For users with the “quickMARC: Create a new MARC bibliographic record” permission, there is a new option in the Inventory Actions menu which will open a blank MARC bibliographic record in quickMARC. Upon saving and closing quickMARC, a new Instance record will be created.

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