Classification browse requirements

Owned by Christine Schultz-Richert
Last updated: Mar 18, 2024
4 min read

 

Target release

Quesnelia

Feature

Contents

Instance-level classification requirements

#

Requirement

Description

Functionality

Feature / Related tickets

Req status

#

Requirement

Description

Functionality

Feature / Related tickets

Req status

1

Generate a shelving order for the classification 

  • Classification (instance-level data, resembles the structure of call numbers) has a Classification type, which are similar to the Call number types; for the first iteration of this work, we should generate shelving orders for the following types:

    • LC

    • Dewey

  • LC and Dewey classification numbers should be sorted using the same normalization rules we applied for item-level call numbers

  • FYI: Like call number types, classification types can be configured in Inventory settings - however, I believe a user can only create Local types and cannot edit types with source = "folio". The others are assigned the "folio" source and can be assigned by the user manually in FOLIO source Instance records, or derived from mapping of the MARC bibliographic record (see: Default MARC Bibliographic-to-Inventory Instance Mappings) 

    • LC mapping: 

      • 050$ab AND/OR 090$ab

      • $a and $b go on the same line, with a space between them

      • If multiple $a in the same field, put them in separate classification fields with first $a and its $b if present in first classification field, and second $a (and its $b, if it has one) in second classification field

    • Dewey mapping:

      • 082$ab

      • $a (which may repeat) and $b all go on the same line, with a space between each subfield

      • If there is a slash in $a, remove it and close up the space

      • If there is a $b between two $a's within one 082 field, put the first $a and $b in one classification field, and the second $a in second classification field

Browse

verified

2

Add new inventory browse option for Classification (all)

For this option, since we don't know the shelving order to use, we can sort alphabetically 

 

 

verified

3

Add new inventory browse options for Instance classification

  • We should support the following for the first iteration:

    • Classification (all) - the first iteration should

    • LC

    • Dewey

  • If the classification type is not LC or Dewey, then that classification is only included in the "Classification (all)" option

Browse

verified

4

Add Inventory tenant-level setting to configure whether Classification or item-level call numbers should be available as a browse option

Deferred at this time, tenant level configuration will be investigated in the future

  • This option should allow libraries to specify whether they'd like Item-level call number browse options OR instance-level classification browse options

  • Depending on which option is selected, those browse options would be available

Browse

 

deferred

5

Populate browse results with Instance-level classification

  • Create columns

    • Classification

    • Title

    • Number of titles

  • Instances can have MULTIPLE classifications with different classification types

  • Unlike item-level call numbers, Instance classification numbers are stored in a single field (no separate fields for prefix or suffix, etc.)

    • Therefore, the browse results only contain a single property: Classification

  • These call numbers should be included REGARDLESS of the presence of holdings/items

Browse

verified

6

Sort by calculated effective shelving order

  • For classification (all) option, sort alphabetically, do NOT consider type

Browse

verified

7

Browse results should contain preceding and succeeding classification numbers per shelving order

  • Preceding call numbers should include five records

Browse

verified

8

Users should be able to navigate forward and backward through the list

 

Browse

verified

9

The results should indicate a match when the entered browse query matches the full value of the Classification field

 

Browse

verified

10

If no exact match is found, the browse query should be placed in proper order (with preceding and succeeding classification numbers) as a placeholder (“x would be here)

 

Browse

verified

11

Do not show effective location facet for instance classification browse

*Because this is instance level

Browse

verified

12

Users should be able to search Instances in Inventory by classification

  • New Classification, normalized option

  • For navigating from Browse results to Instances, use query search on existing Classification field.

Search

verified

13

Browse Classification options should be case insensitive

 

Browse

verified

14

Search Classification option should be case insensitive

Normalization

  • Case insensitive

  • Support leading and trailing wildcards (with asterisks)

  • Remove leading, internal, and trailing spaces

  • Remove special characters

Search

verified

15

ECS: Central tenant facets

Assumption is that we wouldn't need any facets

Browse

 

verified

16

ECS: Member tenant facets

Only include Shared facet

Browse

 

verified

17

Create new settings for browsing configuration

In order to determine how to sort classification types, there needs to be a way to select configured classification types per each browse option to create clear references and constant values to process the shelving order. Therefore, we need a new section in settings for this configuration. NEED MOCKUP/Determine what the multi-select component should be

  1. Create new settings section (“Classification browse” - under Instance? Need to determine)

  2. Create new permission? (need to confirm current inventory permissions)

  3. Build a table that contains the current browse classification types

    1. Library of Congress classification

    2. Dewey Decimal classification

    3. Classification (all)

  4. For each option, from a list that contains all Classification types that are configured, allow users to indicate which Classification types should be sorted based on specific option's shelving order algorithm.

  5. ECS: These settings (both Classification type and the sorting settings) should be managed by the central tenant, requiring permissions in the central tenant to edit.

    1. User would need permissions in the member tenant at least to view Inventory settings.

    2. Note: In this implementation, if a member tenant has a local Classification identifier type, all local types from all member tenants would be browsable in the Classification (all) option.

Settings

in progress

Classification browse configuration examples

Most realistic groupings of multiple types

Classification shelving order

Additional type

Examples

Classification shelving order

Additional type

Examples

Library of Congress

LC

 

Library of Congress

LC, local

  • DD259.4 .B527 1973

  • DK274.3 1968

  • E525.5 1962

  • F2161 .B63

  • JX233.A5 1968

Library of Congress

NLM

  • QS 11 .GA1 E53 2005

  • QS 11 .GA1 F875d 1999

  • QS 11 .GA1 Q6 2012

  • QS 11 .GI8 P235s 2006

  • QS 124 B811m 1875

  • QT 104 B736 2003

  • QT 104 B736 2009

  • WA 102.5 B5315 2018

  • WA 102.5 B62 2018

  • WB 102.5 B62 2018

  • WC 250 M56 2011

  • WC 250 M6 2011

Dewey

Dewey

 

Dewey

Additional Dewey

  • 331.11

  • 388.13

  • 598.0994

  • 599.0994

  • 968.87