[OPEN-ILS-GENERAL] Towards more consistent terminology in the web client

[Elaine Hardy]

I do like Holdings transfer. I think it is a good descriptor of what we are
doing with the functionality.

A little quibble, though with not having the button labelled Add volumes
and copies. I realize that is cumbersome, however, it is more descriptive,
especially from a cataloger's point of view.

Add volume just adds the volume and does allow for empty volumes (great
having that back).

Adding volumes and copies occurs either when there are no holdings attached
for a library OR for when a volume and copy with a different call number
needs to be attached. Examples of this is when a library might desire to
have a copy in a circulating location and another in a reference location,
and the latter needs a call number prefix. Or, if volumes in a mulitvolume
set (serial or monograph) are acquired over time.

Adding copies means a volume already exists (either empty or with other
copies attached) and a new copy with the same call number is being added.

Perhaps labeling the button/drop down menu  Add vol/copy?


As to call number verses volume in Evergreen. The best explanation I can
come up with for how I see the two is that the volume is the container for
the item and the call number is the label for that container.



J. Elaine Hardy
PINES & Collaborative Projects Manager
Georgia Public Library Service/PINES
1800 Century Place, Ste. 580
Atlanta, GA 30045


404.548.4241 Cell
ehardy at georgialibraries.org
Helpdesk: http://help.georgialibraries.org

On Tue, Aug 7, 2018 at 6:52 PM, Daniel Wells <dbwells at gmail.com> wrote:

> Janet, I can speak to those textual changes, as I am probably responsible
> for both.  They were attempts to improve accuracy and consistency within
> the great ball of changes touched by the omnibus branch.  Whether these
> attempts succeeded is of course debatable :)
>
> To explain a little further, first, within the holdings view we used to
> have two separate options, one to mark a library for call number ("volume")
> transfer, another to mark a call number for copy/item transfer.  These
> options were folded into a single marking action for ease-of-use, and I
> picked the name "holding transfer" as an attempt at a generic enough term
> to mean either transferring an individual copy or a whole call number's
> worth of copies (depending on the context of the action).  Because the
> record-level transfer option uses the same code to do the same thing (just
> with a default library chosen), "Mark for Holdings Transfer" was an attempt
> to convey that these were two paths to the same underlying behavior.  It
> also helped prevent term mismatch for other messages related to these
> behaviors (think confirmation boxes).
>
> As for the "Add Volumes" vs "Add Copies", the problem there was that the
> omnibus branch created an "Add Volume" menu entry within the holdings view
> which did exactly that, add an empty "volume" (call number) with no copy.
> It felt like bad design to have this menu entry for "Add Volume" which only
> added the call number while also having an "Add Volumes" button which added
> both the call number and the copy.  An early revision, for maximum clarity,
> relabeled the record-level button to "Add Volumes and Copies", but a long
> button label such as that brings its own challenges.  It was then reasoned
> that "Add Copies" in some sense implicitly means (at the record level) "Add
> (Volumes and) Copies", since you can't have the second without the first.
> And thus the current label was born.
>
> Overall, I think it is a very good idea to keep questioning these labels
> as we work toward consistency.  As we do so, we should also keep in mind
> how these labels overlap and interact.  Otherwise, we might paint ourselves
> into a corner if by deciding to replace every X with Y, when some of the X
> was really Xa or Xb.  In particular, and to echo what Lynn brings up, I
> think all of the following terms need to be carefully reconsidered as to
> how they relate, and how we should use them for maximum clarity and
> expressiveness:
>
> Copy
> Item
> Holding
> Volume
> Part
> Call Number
>
> All of these terms are common and useful in libraries, but I personally
> think there is at least one where Evergreen strays pretty far from the
> common and useful meaning of the term.  And with that, I leave you all in
> suspense until tomorrow!
>
> Sincerely,
> Dan
>
> On Tue, Aug 7, 2018 at 5:40 PM, Lynn Floyd <lfloyd at andersonlibrary.org>
> wrote:
>
>> I came up with another terminology that should be looked at Call Number
>> vs. Volume.  There are lots of places where these terms are used
>> interchangeably.
>>
>>
>>
>> Lynn Floyd
>>
>> Lfloyd at andersonlibrary.org
>>
>> Anderson County Library
>>
>> Anderson, SC
>>
>>
>>
>>
>>
>> *From:* Open-ils-general <open-ils-general-bounces at list
>> .georgialibraries.org> *On Behalf Of *Diane Disbro
>> *Sent:* Tuesday, August 07, 2018 2:51 PM
>> *To:* Evergreen Discussion Group <open-ils-general at list.georgia
>> libraries.org>
>> *Subject:* Re: [OPEN-ILS-GENERAL] Towards more consistent terminology in
>> the web client
>>
>>
>>
>> I appreciate this, Kathy!
>>
>>
>>
>> Some inconsistencies in the XUL client have already been removed in the
>> web client - standalone interface/offline circulation; show holds/view
>> holds on bib. Simplify, simplify, simplify. I look forward to seeing the
>> survey.
>>
>>
>> Diane Disbro
>>
>> Branch Manager/Circulation Coordinator
>>
>> Union Branch
>>
>> Scenic Regional Library
>>
>> 308 Hawthorne Drive
>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO++63084&entry=gmail&source=g>
>>
>> Union, MO
>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO++63084&entry=gmail&source=g>
>>
>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO++%C2%A0+%C2%A0++63084&entry=gmail&source=g>
>> 63084
>> <https://maps.google.com/?q=308+Hawthorne+Drive+Union,+MO++63084&entry=gmail&source=g>
>>
>> (636) 583-3224
>>
>> ddisbro at scenicregional.org
>>
>>
>>
>> On Tue, Aug 7, 2018 at 12:52 PM, Kathy Lussier <klussier at masslnc.org>
>> wrote:
>>
>> Hi all,
>>
>>
>>
>> A recent discussion on the cataloging list turned my attention back to
>> https://bugs.launchpad.net/evergreen/+bug/1538691. This bug primarily
>> focused on the way we used items and copies to describe the same entity in
>> Evergreen. A majority of people providing feedback on the bug indicated a
>> preference for items over copies.
>>
>>
>>
>> I have created a branch that does so, as well as another branch that does
>> the opposite. I have also loaded each branch on a test server to give
>> people an idea of how things would look in an all item world or in an all
>> copy world.
>>
>>
>>
>> https://mlnc2.noblenet.org/eg/staff/  uses 'items.'
>>
>> https://mlnc3.noblenet.org/eg/staff/ uses 'copies'
>>
>>
>>
>> The login for each server is admin / evergreen123.
>>
>>
>>
>> I think it would be good to get broader community feedback before
>> deciding on a direction.
>>
>>
>>
>> While working on the branch, I realized we also need to make a decision
>> about the use or shelving location vs. copy location.
>>
>>
>>
>> What I would like to do is send out a community survey that asks: 1) do
>> we need these terms to be consistent (people may be perfectly happy using
>> items and copies interchangeably) and b) which terms are preferred.
>>
>>
>>
>> Do you all think this is the best approach for moving forward? Are there
>> any other inconsistent terms we should be adding to the survey?
>>
>>
>>
>> Let me know what you think. My hope is to issue the survey by Thursday.
>>
>>
>>
>> Thanks!
>> Kathy
>>
>>
>> --
>>
>> Kathy Lussier
>>
>> Project Coordinator
>>
>> Massachusetts Library Network Cooperative
>>
>> (508) 343-0128
>>
>> klussier at masslnc.org
>>
>>
>>
>> Lynn Floyd
>> Head of Information Technology
>> Anderson County Library
>> Anderson, SC
>> lfloyd at andersonlibrary.org
>>
>
>
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