Skip to end of banner
Go to start of banner

Cataloging & Search Poppy Features - non ECS

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

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.

  • No labels