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Cataloging & Search Poppy Features - non ECS

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What’s new in Cataloging and Search

Contacts: Khalilah Gambrell and Christine Schultz-Richert

Inventory Search & Browse


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:

*All call numbers of any type can still be browsed through a new option: “Call numbers (all)”

New call number browse options

Changes/additions:

  • In order to support this implementation, the above call number types are no longer editable in Inventory settings.

Known Limitations:

  • 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. 

Actions required:

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

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:

  • Contains all

  • Exact phrase

  • Starts with

Changes/additions: None

Known limitations:

  • 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

MARC authority


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.

Important considerations:

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

  • No string match support

 Screencast

Changes/additions:

Actions required: Enable/disable automated linking via above Entities links API

  • Default rules:

    • Name - Yes

    • Uniform title - Yes

    • Name-Title - Yes

    • Subjects (6xx) - Disabled until subject thesaurus validation is in place

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”.

Changes/additions: None.

Actions required: None.

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.


Changes/additions: None.

Actions required: None.

Authority control enhancements (UXPROD-4071)

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

  • Subfield $9 handling

  • Pre-populating the search/browse box in the find authority record plugin based on the MARC bib field contents

  • General bugfixes

Changes/additions:

Actions required:

quickMARC


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.

Changes/additions:

  • New permission: quickMARC: Create a new MARC bibliographic record

  • 008 is now a required field

Known limitations: None.

Actions required: None.

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