Publication date filter and sort requirements

Owned by Christine Schultz-Richert
Last updated: Apr 23, 2024
5 min read

Date filter & sort slide deck

https://folio-org.atlassian.net/browse/UXPROD-4746

 

Contents:

Requirements

Category

Requirement

Related Jira

Category

Requirement

Related Jira

1

Schema

Schema change - create new fields for Date type, Date 1, Date 2

  • Continue to map the 260$c/264$c to the publication date field as a string

  • Remove mapping between the publication date and publicationPeriod.start/publicationPeriod.end

  • Create new fields for Date type, Date 1, Date 2

  • Create new mapping between 008/07-14 and publicationPeriod.start/publicationPeriod.end based on 008/06

https://folio-org.atlassian.net/browse/MODINVSTOR-1188

2

Data mapping

Default MARC-Instance map:

  • 008/06: Based on value, map to controlled list

    • b = No dates given; B.C. date involved

    • c = Continuing resource currently published

    • d = Continuing resource ceased publication

    • e = Detailed date

    • i = Inclusive dates of collection

    • k = Range of years of bulk of collection

    • m = Multiple dates

    • n = Dates unknown

    • p = Date of distribution/release/issue and production/recording session when different

    • q = Questionable date

    • r = Reprint/reissue date and original date

    • s = Single known date/probable date

    • t = Publication date and copyright date

    • u = Continuing resource status unknown

    • empty = No attempt to code

  • 008/07-10 = Date 1

  • 008/11-14 = Date 2

https://folio-org.atlassian.net/browse/MODDATAIMP-1047

3

Pub start and Pub end

Map the values from Date 1 and Date 2 to the publicationPeriod.start and PublicationPeriod.end properties

See above table

4

Instance - third pane

Create controlled list of date types to populate dropdown field for “Date type” in Instance:

  • No dates given; B.C. date involved

  • Continuing resource currently published

  • Continuing resource ceased publication

  • Detailed date

  • Inclusive dates of collection

  • Range of years of bulk of collection

  • Multiple dates

  • Dates unknown

  • Date of distribution/release/issue and production/recording session when different

  • Questionable date

  • Reprint/reissue date and original date

  • Single known date/probable date

  • Publication date and copyright date

  • Continuing resource status unknown

  • No attempt to code

*No capability to change/add new values at this time

5

Instance - third pane

Create new section in “Descriptive data” accordion on the Instance record with three new non-repeatable, not required, fields:

  • Date type (controlled list dropdown)

  • Date 1

  • Date 2

6

Instance - third pane

Create separate text boxes for “Date 1” and “Date 2” as options for Date type. These fields are not required.

7

Filtering/ sorting

Use publicationPeriod.start and publicationPeriod.end as sources for sorting and filtering; sort off start date

8

Filtering/ sorting

Add new “Date” column after “Contributors”

9

Date column (second pane results)

In Date column, show Dates on UI based on interpretation of Date type (see stories and example sort table below)

10

Filtering/ sorting

Create a date filter on Inventory search Instance toggle “Date range” with “To” and “From”: Inclusive range of dates, four character year (only numeric values allowed)

11

Interpreting Date type (008/06 for MARC)

For the following Date type values: n, |, b

  • Results list: Leave results list Date column value null

  • Sort properties: Interpret as 0000 in both start and end

12

Interpreting Date type (008/06 for MARC)

For Date type value Detailed Date (e):

  • Results list: Combine Date 1 & Date 2 separated by comma

  • Sort properties:

    • Start date = Date 1

    • End date = null

13

Interpreting Date type (008/06 for MARC)

For Date type value Range of years of bulk of collection (k):

  • Results list: Combine Date 1 & Date 2 separated by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = Date 2

14

Interpreting Date type (008/06 for MARC)

For Date type value Inclusive dates of collection ( i )

  • Results list: Combine Date 1 & Date 2 separated by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = Date 2

15

Interpreting Date type (008/06 for MARC)

For Date type value Multiple dates (m)

  • Results list: Combine Date 1 & Date 2 separated by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = Date 2

16

Interpreting Date type (008/06 for MARC)

For Date type value Questionable date (q)

  • Results list: Combine Date 1 & Date 2 separated by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = Date 2

17

Interpreting Date type (008/06 for MARC)

For Date type value Continuing resource ceased publication (d)

  • Results list: Combine Date 1 & Date 2 separated by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = Date 2

18

Interpreting Date type (008/06 for MARC)

For Date type value Single known date/probable date (s)

  • Results list: Date 1

  • Sort properties:

    • Start date = Date 1

    • End date = null

19

Interpreting Date type (008/06 for MARC)

For Date type value Continuing resource status unknown (u)

  • Results list: Date 1, followed by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = null

20

Interpreting Date type (008/06 for MARC)

For Date type value Reprint/reissue date and original date (r)

  • Results list: Combine Date 1 & Date 2 separated by comma

  • Sort properties:

    • Start date = Date 1

    • End date = null

21

Interpreting Date type (008/06 for MARC)

For Date type value Publication date and copyright date (t)

  • Results list: Combine Date 1 & Date 2 separated by comma

  • Sort properties:

    • Start date = Date 1

    • End date = null

22

Interpreting Date type (008/06 for MARC)

For Date type value Continuing resource currently published (c)

  • Results list: Date 1 followed by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = null

23

Interpreting Date type (008/06 for MARC)

For Date type value Date of distribution/release/issue and production/recording session when different (p)

  • Results list: Combine Date 1 & Date 2 separated by comma

  • Sort properties:

    • Start date = Date 1

    • End date = null

24

Interpreting Date type (008/06 for MARC)

General rule : When the end date is 9999

  • Results list: Date 1 followed by hyphen

  • Sort properties:

    • Start date = Date 1

    • End date = null

25

Interpreting Date type (008/06 for MARC)

If date is included in either Date 1 and Date 2, but Date type = No attempt to code, do not consider the date (with no attempt to code, we don’t know how to interpret dates)

26

Interpreting Date type (008/06 for MARC)

If dates contain “u”, probably need to replace with 0’s for sort properties

Interpreting Date 1 and Date 2

008/06

Date type

Date column (note special characters)

Start

End

008/06

Date type

Date column (note special characters)

Start

End

b

No dates given; BC date involved

Null

0000

0000

c

Continuing resource currently published

Date 1-

Date 1

 

d

Continuing resource ceased publication

Date 1-Date 2

Date 1

Date 2

e

Detailed date

Date 1, Date 2

Date 1

 

i

Inclusive dates of collection

Date 1-Date 2

Date 1

Date 2

k

Range of years of bulk of collection

Date 1-Date2

Date 1

Date 2

m

Multiple dates

Date 1, Date 2

Date 1

Date 2

n

Dates unknown

Null

0000

0000

p

Date of distribution/release/issue and production/recording session when different

Date 1, Date 2

Date 1

 

q

Questionable date

Date 1, Date 2

Date 1

Date 2

r

Reprint/reissue date and original date

Date 1, Date 2

Date 1

 

s

Single known date/probable date

Date 1

Date 1

 

t

Publication date and copyright date

Date 1, Date 2

Date 1

 

u

Continuing resource status unknown

Date 1-

Date 1

 

 

No attempt to code

Null

0000

0000

Example sort - Ascending

1

Poppy HRID

008

Date type

Date 1

Date 2

Results list

publicationPeriod.start

publicationPeriod.end

From

To

Scenario

2

in4611687

nxxxx____

n - Dates unknown

null

null

null

0000

0000

0000

1901

No dates included

3

ins00006934620

_2010____

| - No attempt to code

null

null

null

0000

0000

0000

1000

No attempt to code, but date - do not utilize date because we don’t know how to interpret

4

No example found

b________

b - No dates given; B.C. date involved

null

null

null

0000

0000

0000

1641

No dates included

5

in3151255

e15020515

e - Detailed date

1502

0515

1502, 0515

1502

null

1502

1900

Another date included but not related to sorting/filtering

6

in11441687

k17uu1uuu

k -Range of years of bulk of collection

1700

1uuu

17uu-1uuu

1700

0000

1700

1852

Only one digit known in end date and more than one known in start date

7

in1908098

i18uu9999

i - Inclusive dates of collection

18uu

9999

18uu-

1800

null

1800

2018

End date of 9999

8

in1601779

m18701887

m - Multiple dates

1870

1887

1870-1887

1870

1887

1870

1875

Multiple dates in range

9

in1601368

q19001994

q - Questionable date

1900

1994

1900-1994

1900

1994

1900

1901

Multiple dates in range

10

in1633443

i191u1918

i - Inclusive dates of collection

191u

1918

191u-1918

1910

1918

1910

1912

Example “u”, replacing with “0000” for sorting

11

in6321275

19131941

d - Continuing resource ceased publication

1931

1941

1931-1941

1931

1941

1931

1948

Multiple dates in range

12

in7096349

s196u____

s - Single known date/probable date

196u

null

196u-

1960

null

1960

1970

Example “u”, replacing with “0000” for sorting, only one date

13

in4252195

u1969uuuu

u - Continuing resource status unknown

1969

uuuu

1969-uuuu

1969-

null

1969

2024

Date 2 is unknown, dates represent range

14

in7452110

r19961855

r - Reprint/reissue date and original date

1996

null

1996

1996

null

1996

1997

Two dates, unrelated to range, but second date is unknown

15

in8835594

t20082008

t - Publication date and copyright date

2008

null

2008, 2008

2008

null

2008

2015

Two dates, unrelated to range

16

in6092439

c20019999

c - Continuing resource currently published

2001

9999

2001-

2001

9999

2001

2004

End date of 9999

17

in10080443

p20142008

p - Date of distribution/release/issue and production/recording session when different

2014

2008

2014, 2008

2014

null

2014

2023

Two dates unrelated to range

1

Indexing Arabic numerals

2

Keep in mind date conversion