[OPEN-ILS-DEV] Development Idea: Set parts Order
Tim Spindler
tjspindler at gmail.com
Tue Jan 15 14:34:51 EST 2013
Lebbeous,
If we had it working the way you describe, that would generally address our
needs including Kathy's wishlist. We still have libraries that do not use
any of the serials functions (and probably never will) so they will be
creating individual copies straight through cataloging and assigning parts.
Tim
On Tue, Jan 15, 2013 at 2:23 PM, Lebbeous Fogle-Weekley <
lebbeous at esilibrary.com> wrote:
> Tim,
>
> Kathy informs me via IRC that a wishlist bug for copy stat cats applicable
> to serials already exists!
> https://bugs.launchpad.net/evergreen/+bug/1078795
>
> So that's good. I would still be interested in knowing whether you agree
> that, combined with the other features discussed, might save your staff
> from having to go through Holdings Maintenance at all for a typical serials
> receiving workflow.
>
> Lebbeous
>
>
> On Tue, Jan 15, 2013 at 2:19 PM, Lebbeous Fogle-Weekley <
> lebbeous at esilibrary.com> wrote:
>
>> Hi Tim,
>>
>> I see! Let's suppose for the moment that your staff's need to use parts
>> for serials could be obviated by two features.
>>
>> The first such feature, issue-level holds, reachable through the grouped
>> serials display, may be serviceable already. The second feature, to
>> display 866 (and other?) unexpandable holdings from the MFHD, still needs
>> to be developed.
>>
>> If that was taken care of, and if you added one more wishlist serials bug
>> to enable users to apply some (pre-selected?) copy stat cats at receive
>> time, could implementation of such features spare your staff from having to
>> go into Holdings Maintenance at all for the general case, and thereby
>> improve their workflow?
>>
>> Lebbeous
>>
>>
>> On Tue, Jan 15, 2013 at 11:30 AM, Tim Spindler <tjspindler at gmail.com>wrote:
>>
>>> Lebbeous,
>>>
>>> The grouping might work well in most instances and Kathy told me about
>>> this yesterday but as she points out there are issues with the 866 in the
>>> MFHD. For some clarification, I can explain the workflow of our libraries
>>> using the serials functions now:
>>>
>>>
>>> 1. Receive a serial in Serials Control View creating the copy at
>>> receiving
>>> 2. Go to holdings maintenance and to edit the copy record created
>>> 3. In editing the copy record they do two things:
>>> - Set 2 copy stat cats that are required
>>> - Select or create a part of for with the appropriate issue
>>> information
>>>
>>> Part of the reason for assigning a part is they have one call number
>>> (e.g Magazine) and a copy record with issue information underneath. They
>>> also want patrons to be able to place a hold on the correct issue. Given
>>> the display, I am seeing for grouping. This would be possible with serials
>>> grouping.
>>>
>>> Tim
>>> On Tue, Jan 15, 2013 at 11:04 AM, Lebbeous Fogle-Weekley <
>>> lebbeous at esilibrary.com> wrote:
>>>
>>>> Kathy,
>>>>
>>>> That's a great observation, and to answer your question, no, not
>>>> currently. However, I would think the development time needed to show
>>>> textual holdings alongside the grouped serials display would be less than
>>>> efforts that combine serials and parts (unless I'm missing something).
>>>>
>>>> Thanks,
>>>>
>>>> Lebbeous
>>>>
>>>>
>>>> On Tue, Jan 15, 2013 at 10:59 AM, Kathy Lussier <klussier at masslnc.org>wrote:
>>>>
>>>>> Hi Lebbeous,
>>>>>
>>>>> I won't speak for Tim on the grouped serials display, but I have spent
>>>>> some time looking at the display and, overall, prefer this display over the
>>>>> default serials display. However, in my testing, I've found you can't
>>>>> display a textual holdings statement from the 866 field when using this
>>>>> display. Many of our libraries like to display a holdings statement that
>>>>> says "current two years" to give users a quick snapshot of what they have
>>>>> available.
>>>>>
>>>>> Is that something that can be displayed when using the grouped serials
>>>>> display?
>>>>>
>>>>> Thanks!
>>>>> Kathy
>>>>>
>>>>> Kathy Lussier
>>>>> Project Coordinator
>>>>> Massachusetts Library Network Cooperative(508) 343-0128klussier at masslnc.org
>>>>> Twitter: http://www.twitter.com/kmlussier
>>>>>
>>>>> On 1/15/2013 10:41 AM, Lebbeous Fogle-Weekley wrote:
>>>>>
>>>>> Hi Tim,
>>>>>
>>>>> In general ordered parts and parts display in the TPAC would be a
>>>>> very good thing, I'm sure. I am curious, though, about parts' relationship
>>>>> to serials.
>>>>>
>>>>> How are you making your received serials issues into parts? I'm not
>>>>> familiar with any way that Evergreen would do this for you without special
>>>>> effort. Maybe through Holdings Maintenance or some kind of scripted
>>>>> operation?
>>>>>
>>>>> Also, have you considered turning on the grouped serials display,
>>>>> which is at least more sensible than the default copy display? See the
>>>>> second and third screenshots of this document:
>>>>> http://docs.evergreen-ils.org/2.3/_displaying_issues_in_the_opac.htmlfor any example of what that would look like.
>>>>>
>>>>> Regards,
>>>>>
>>>>> Lebbeous
>>>>>
>>>>>
>>>>> On Tue, Jan 15, 2013 at 10:04 AM, Tim Spindler <tspindler at cwmars.org>wrote:
>>>>>
>>>>>> C/W MARS is looking at potential development on this function and is
>>>>>> looking for community comment.
>>>>>>
>>>>>> *Idea:* Ability to set parts order
>>>>>>
>>>>>> *
>>>>>> *
>>>>>>
>>>>>> *Description:* Parts are currently appearing in no real discernible
>>>>>> order. We would like to be able to define the order in which they
>>>>>> appear.
>>>>>>
>>>>>> *
>>>>>> *
>>>>>>
>>>>>> *Expected Functionality*
>>>>>>
>>>>>> · From the bibliographic record, provide a menu option on
>>>>>> the manage parts screen of actions for this record to set the order of
>>>>>> parts on this screen.
>>>>>>
>>>>>> · A default sort order will be defined by an alpha sort of
>>>>>> the label_sortkey in the monograph_part table.
>>>>>>
>>>>>> · Parts will display on holdings in the TPAC and holdings
>>>>>> maintenance in the order defined through the manage parts screen. This
>>>>>> sort order will occur after sorting by organizational unit, prefix, call
>>>>>> number, and suffix.
>>>>>>
>>>>>> *Use Cases *
>>>>>>
>>>>>> A cataloger splits up a title “My Movie Set” into a 12 disk with
>>>>>> its own part assigned. The parts include and should display in the
>>>>>> following order.
>>>>>>
>>>>>> · Disk 1
>>>>>>
>>>>>> · Disk 2
>>>>>>
>>>>>> · Disk 3
>>>>>>
>>>>>> · ...
>>>>>>
>>>>>> · Disk 8
>>>>>>
>>>>>> · Disk 9
>>>>>>
>>>>>> · Disk 10
>>>>>>
>>>>>> · Disk 11
>>>>>>
>>>>>> · Disk 12
>>>>>>
>>>>>> Similarly, we have Woman’s Day with parts for each issue received
>>>>>> as well as a copy record for each issue that is holdable and would like
>>>>>> them to display in date order:
>>>>>>
>>>>>> · JAN 2013
>>>>>>
>>>>>> · FEB 2013
>>>>>>
>>>>>> · MAR 2013
>>>>>>
>>>>>> See also Field & Stream (
>>>>>> https://bark.cwmars.org/eg/opac/record/140662?fi%3Aitem_type=;query=field%20and%20stream;qtype=jtitle;locg=32;)
>>>>>> as an example of how it is now.
>>>>>>
>>>>>>
>>>>>> --
>>>>>>
>>>>>> Tim Spindler
>>>>>>
>>>>>> Manager of Library Applications
>>>>>>
>>>>>> tspindler at cwmars.org
>>>>>>
>>>>>> 508-755-3323 x20
>>>>>>
>>>>>>
>>>>>> C/W MARS, Inc.
>>>>>>
>>>>>> 67 Millbrook St, Suite 201
>>>>>>
>>>>>> Worcester, MA 01606
>>>>>> http://www.cwmars.org
>>>>>>
>>>>>>
>>>>>>
>>>>>> *P** Go Green - **Save a tree! Please don't print this e-mail
>>>>>> unless it's really necessary.*
>>>>>>
>>>>>>
>>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Lebbeous Fogle-Weekley
>>>>> | Software Developer
>>>>> | Equinox Software, Inc. / The Open Source Experts
>>>>> | phone: 1-877-OPEN-ILS (673-6457)
>>>>> | email: lebbeous at esilibrary.com
>>>>> | web: http://www.esilibrary.com
>>>>>
>>>>>
>>>>>
>>>>
>>>>
>>>> --
>>>> Lebbeous Fogle-Weekley
>>>> | Software Developer
>>>> | Equinox Software, Inc. / The Open Source Experts
>>>> | phone: 1-877-OPEN-ILS (673-6457)
>>>> | email: lebbeous at esilibrary.com
>>>> | web: http://www.esilibrary.com
>>>>
>>>
>>>
>>>
>>> --
>>> Tim Spindler
>>> tjspindler at gmail.com
>>>
>>> *P** Go Green - **Save a tree! Please don't print this e-mail unless
>>> it's really necessary.*
>>>
>>>
>>>
>>
>>
>>
>> --
>> Lebbeous Fogle-Weekley
>> | Software Developer
>> | Equinox Software, Inc. / The Open Source Experts
>> | phone: 1-877-OPEN-ILS (673-6457)
>> | email: lebbeous at esilibrary.com
>> | web: http://www.esilibrary.com
>>
>
>
>
> --
> Lebbeous Fogle-Weekley
> | Software Developer
> | Equinox Software, Inc. / The Open Source Experts
> | phone: 1-877-OPEN-ILS (673-6457)
> | email: lebbeous at esilibrary.com
> | web: http://www.esilibrary.com
>
--
Tim Spindler
tjspindler at gmail.com
*P** Go Green - **Save a tree! Please don't print this e-mail unless it's
really necessary.*
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