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)”
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.
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://wiki.folio.org/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:
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
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
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.