[Evergreen-general] Catalog search filters in staff client

Rogan Hamby rogan.hamby at equinoxoli.org
Thu May 20 09:09:31 EDT 2021


I have looked for an existing bug for this and not found it (not that
missing something in Launchpad is unknown).  So, I started one here that
references this thread:  https://bugs.launchpad.net/evergreen/+bug/1929072

On Wed, May 19, 2021 at 9:31 AM Simone Rauscher <srauscher at grimsby.ca>
wrote:

> Thanks very much for your help Elaine, I will pass this along to our
> committees!
>
>
>
> But yes I agree maybe finding a way to weigh the searches to put the empty
> bibs at the bottom is another solution to the issue. A bug may result out
> of this and I will let everyone know. It seems like Millissa is already
> working on something as well, so hopefully we can get this solved!
>
>
>
> Simone Rauscher
> Cataloguing and Collections Coordinator
>
> srauscher at grimsby.ca
>
> 905-309-2063
>
>
>
> Grimsby Public Library
>
> www.grimsby.ca/library
>
>
>
> *From:* Evergreen-general <
> evergreen-general-bounces at list.evergreen-ils.org> *On Behalf Of *Elaine
> Hardy
> *Sent:* May 19, 2021 8:48 AM
> *To:* Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org
> >
> *Subject:* Re: [Evergreen-general] Catalog search filters in staff client
>
>
>
> *CAUTION:* *Email external to Grimsby!*
>
> I personally would delete any empty bibs in the database longer than a
> month; however, since this impacts the whole consortium, it may need to be
> longer than that . At one time, PINES was doing so if the record remained
> in the database longer than 6 months based on individual library
> workflows. We no longer do that since libraries have reduced the amount of
> time between when the record is imported and when items are added..
>
>
>
>  It  may also be an education issue -- catalogers may not be aware they
> need to delete, or overlay, records imported in error and just leave them
> there in the way.
>
>
>
> You might also check to see if there is a way to weight searches so that
> items without copies sort last rather than first. I don't know that there
> is a way, but there might be.
>
>
>
> Elaine
>
> *J. Elaine Hardy*, PINES and Collaborative Projects Manager
> ------------------------------
>
> *Georgia Public Library Service*
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | ehardy at georgialibraries.org
>
> (404) 548-4241 | Cell
>
>
>
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> <https://www.twitter.com/georgialibs>
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>
>
>
>
>
> On Tue, May 18, 2021 at 7:39 PM Simone Rauscher <srauscher at grimsby.ca>
> wrote:
>
> Thanks for the tips Elaine,
>
>
>
> Looking at it, the majority are not electronic resources, although I did
> come across a few. A good chunk of them are new bibs where holdings have
> yet to be attached, but without going through with a fine tooth comb, it
> looks like the majority are older bibs for physical items with no holdings.
> (I’m also finding more pockets of French books sprinkled throughout as well)
>
>
>
> I believe we do have it set up now that bibs do delete when the last
> attached item is deleted, however I’m not sure this was always the case
> before my library joined our consortium. If I were to guess based on the
> results, we started doing that in 2018.
>
>
>
> Definitely it seems like there is a project here we need to undertake to
> clean up our records - it would definitely reduce the amount of results
> coming back - however we would still need to have a way to filter out
> no-holdings-bibs as we do have a significant amount of new records that
> clutter up the results.
>
>
>
> Simone Rauscher
>
> Cataloguing & Collections Coordinator
>
> Grimsby Public Library
>
> www.grimsby.ca/library
>
> srauscher at grimsby.ca
>
>
>
> [image: facebook-logosmall] <https://www.facebook.com/GrimsbyLibrary/>   [image:
> Twitter_logosmall]  [image: instagram - Copy]
>
>
>
> *From:* Evergreen-general <
> evergreen-general-bounces at list.evergreen-ils.org> *On Behalf Of *Elaine
> Hardy
> *Sent:* May 18, 2021 4:43 PM
> *To:* Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org
> >
> *Subject:* Re: [Evergreen-general] Catalog search filters in staff client
>
>
>
> *CAUTION:* *Email external to Grimsby!*
>
> Simone,
>
>
>
> Were the title truly ones without holdings? Or are they electronic
> resources? Records for electronic records with the uri set should show up
> in a search as do other empty bibs.
>
>
>
> Do you have settings  so that when the last item is deleted from the last
> call number attached to a bib record, the record automatically deletes?
>
> If not, you might consider that.
>
>
>
> Also consider asking admin to delete those existing, non e-resources, bib
> records with no copies. CHeck with catalogers first and see how long they
> typically go between importing records and adding holdings and factor that
> into deleting the empty bibs.
>
>
>
> *J. Elaine Hardy*, PINES and Collaborative Projects Manager
> ------------------------------
>
> *Georgia Public Library Service*
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | ehardy at georgialibraries.org
>
> (404) 548-4241 | Cell
>
>
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
> <https://www.instagram.com/georgialibraries/>
>
> *Join our email list* <http://georgialibraries.org/subscription> *for
> stories of Georgia libraries making an impact in our communities**.*
>
>
>
>
>
> On Tue, May 18, 2021 at 2:50 PM Simone Rauscher <srauscher at grimsby.ca>
> wrote:
>
> Correction: it was page 91 – 102 - so about 550 out of 5342 bibs were what
> I actually had requested via the filter (50 results per page)
>
>
>
>
>
> Simone Rauscher
> Cataloguing and Collections Coordinator
>
> srauscher at grimsby.ca
>
> 905-309-2063
>
>
>
> Grimsby Public Library
>
> www.grimsby.ca/library
>
>
>
> *From:* Evergreen-general <
> evergreen-general-bounces at list.evergreen-ils.org> *On Behalf Of *Simone
> Rauscher
> *Sent:* May 18, 2021 2:48 PM
> *To:* Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org
> >
> *Subject:* Re: [Evergreen-general] Catalog search filters in staff client
>
>
>
> *CAUTION:* *Email external to Grimsby!*
>
> That’s great Millissa, let me know how you do, would definitely add heat
> to that bug.
>
>
>
> And yes thanks to Janet and Elaine for that context – that is probably why
> I am getting all those random results - it’s just odd that it pulls up the
> bibs with no holdings when I’m applying a copy-specific filter on the
> search. You’d think that would eliminate those bibs from consideration as
> it would have nothing to latch on to.
>
>
>
> Some more context:
>
> I did a little more diving into my French search, of which I had retrieved
> 5342 results – I went right to end of my results pages and on page 91 of
> 107 I actually started getting French titles with holdings. Up until 91 and
> after page 94, the results were all those random bibs with no holdings… (I
> guess we have a lot of bibs with no holdings) So about 150 out of 5342 bibs
> were what I actually had requested via the filter (50 results per page)
>
>
>
> Maybe an ideal solution would be if there was a checkbox that you could
> click that said “Limit to bibs with holdings” or something so you could
> eliminate the excess! I tried clicking the “Limit to available” but that
> did not work.
>
>
>
> Simone Rauscher
> Cataloguing and Collections Coordinator
>
> srauscher at grimsby.ca
>
> 905-309-2063
>
>
>
> Grimsby Public Library
>
> www.grimsby.ca/library
>
>
>
> *From:* Evergreen-general <
> evergreen-general-bounces at list.evergreen-ils.org> *On Behalf Of *Janet
> Schrader
> *Sent:* May 17, 2021 12:28 PM
> *To:* Evergreen Discussion Group <evergreen-general at list.evergreen-ils.org
> >
> *Subject:* Re: [Evergreen-general] Catalog search filters in staff client
>
>
>
> *CAUTION:* *Email external to Grimsby!*
>
> +1 to what Elaine said.  If the bib record has no holdings the system
> doesn't know what scope to put it in, so it puts it in everyone's scope.
>
> That's the easiest way we've found to explain it to our libraries.
>
>
>
>
>
> Janet
>
>
>
>
>
> *Janet Schrader*
>
> Bibliographic Services Supervisor | CW MARS
>
> 67 Millbrook Street, Suite 201, Worcester, MA 01606
>
> P: 508-755-3323 x 325 | F: 508-757-7801
> ------------------------------
>
> jschrader at cwmars.org  ||  http;//cwmars.org <http://www.cwmars.org/>
>
>
>
>
>
>
>
> On Mon, May 17, 2021 at 11:47 AM Elaine Hardy <ehardy at georgialibraries.org>
> wrote:
>
> Remember that staff searches will return bib records with no holdings
> attached in  staff client searches scoped by library so that they are
> findable by catalogers. This oftenmeans unexpected results for searches.
>
> *J. Elaine Hardy*, PINES and Collaborative Projects Manager
> ------------------------------
>
> *Georgia Public Library Service*
>
> 2872 Woodcock Blvd., Suite 250 | Atlanta, GA 30341
>
> (404) 235-7128 | ehardy at georgialibraries.org
>
> (404) 548-4241 | Cell
>
>
>
> <https://www.facebook.com/georgialibraries>
> <https://www.twitter.com/georgialibs>
> <https://www.instagram.com/georgialibraries/>
>
> *Join our email list* <http://georgialibraries.org/subscription> *for
> stories of Georgia libraries making an impact in our communities**.*
>
>
>
>
>
> On Mon, May 17, 2021 at 11:31 AM Millissa Macomber <
> millissam at burlingtonwa.gov> wrote:
>
> I ran into this same issue when looking for items. It seems to work for
> patrons when they search through the OPAC but on the staff client we get a
> bunch of extra results that don't fit the criteria. ESI is working with me
> on it to see if there is an existing bug or if we need to create one.
>
>
>
> Millissa Macomber | Senior Technical Services Associate
>
> Burlington Public Library
>
> 820 E. Washington Avenue | Burlington, WA 98233
>
> 360-755-0760 | millissam at burlingtonwa.gov
> <https://owa10s.burlingtonwa.gov/owa/redir.aspx?C=lrZNGfpd5wstd6vr5Sw4RZ7xmbNVHBO00zJt_mS0nqlRf7pD7uLXCA..&URL=mailto%3ajaniceb%40burlingtonwa.gov>
>
>
>
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> [image: 2nd resized for email signature line]
> ------------------------------
>
> *From:* Evergreen-general <
> evergreen-general-bounces at list.evergreen-ils.org> on behalf of Benjamin
> Kalish <bkalish at forbeslibrary.org>
> *Sent:* Friday, May 14, 2021 7:17:37 AM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [Evergreen-general] Catalog search filters in staff client
>
>
>
> I don't believe you need the asterisk. Leaving that field blank should be
> sufficient.
>
>
>
> *But also...*
>
>
>
> My understanding is that we can't rely on the OPAC to return all results
> when many items match the criteria—for that you need to run a report.
> Unless the collection is very small, limiting to a shelving location and
> not providing any keywords will likely result in items missing from the
> returned results. Someone please correct me if I am wrong—I'd love to be
> wrong about this—but we ran into this same problem years ago and this is
> what we were told at that time.
>
>
> Benjamin Kalish
> Forbes Library / 413-587-1012 / bkalish at forbeslibrary.org
>
>
>
> Support Forbes Library:
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> Currently reading:* The Rector of Justin* by Louis Auchincloss and *A
> Gentleman in Moscow* by Amor Towles
>
> Just Finished:* Destroyer* by C. J. Cherryh
>
>
>
> For information about accessibility at the library, please see:
> http://forbeslibrary.org/accessibility/
>
>
>
>
>
> On Thu, May 13, 2021 at 11:57 AM Simone Rauscher <srauscher at grimsby.ca>
> wrote:
>
> Hi everyone,
>
> Kendra’s question made me think of something else I have been wondering
> about. I’m working in 3.6, and I’m finding the search filters in the staff
> client Catalog Keyword Search are not working for me the way I thought they
> would. Particularly, searching by shelving location or “All Copy Locations”.
>
> As an example, When I try to look up all the items we have in our French
> Language collection. I go to the filter options and in “All copy locations”
> and select “French Language (GRIMSBY)”, put a * in the search field and
> press enter.
>
> This I would think should bring up all the records that have copies
> attached with the Shelving Location of “French Language (GRIMSBY)”, but I
> get a bunch of a results that do not meet these parameters. Bibs with no
> items attached, random DVDs, video games etc. I’ve tried to choose “French”
> under the “All Languages”, but they just gives me a different set of random
> results.
>
> Is there a trick I am missing? Maybe I can’t use * to do a blanket type
> search like this? Basically I’d like to be able to look up every title I
> have in a specific collection without having to run a report. Any tips?
> Anyone know of any bugs? Thanks!
>
>
>
>
>
> Simone Rauscher
> Cataloguing and Collections Coordinator
>
> srauscher at grimsby.ca
>
> 905-309-2063
>
>
>
> Grimsby Public Library
>
> www.grimsby.ca/library
>
>
>
>
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