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Analytical records; bound with - part 2: link multiple bibs to the same item

Presentation for MM-SIG 7/23/2020

Presentation for MM-SIG 7/15/2021

Working group:

Jessica Janecki, Natascha Owens, Felix Hemme, Laura Wright, and Charlotte Whitt

Backend development Display (UI) Edit (UI)

(DONE R2 2021) (DONE R3 2021) (Sif, Nolana)

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Data model: 1 shared item linked to multiple holdings records

SMEs requirement:

Solution developed in the BE - UXPROD-1241

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Item record. Check box to display in top of Item record

Bound-with

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Add accordion at bottom of item record for linked instance information

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Title 1, 2 copies

Shared item

CW will add icon:

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Title 1, copy 2 holdings detail

Notes are optional

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Title 2, 1 copy

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Title 2, copy 1 holdings detail

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Item detail

And other titles

Use of notes and copy number field are optional -- something is needed to distinguish this item on the shelf from copy 1 of title 1 so we’ve used copy number

This item linked to both holdings records

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Another option for conflicting item data

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Inventory Instance view: Title 1 (Annual Report)

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Different Instance, Holdings; same items

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Different Instance, holdings; same item

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Serial holdings view: Annual report of the supervisors and superintendent of the mississippi state lunatic asylum

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Optional: different call numbers in holdings/item

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Call number for shared item

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CW - display as not editable flag in the item record

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CW - dependency check UXPROD-3080

Reuse idea from deletion modal

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Inventory. Search and filter

When barcode scanned (or other search for item-specific data) for item search in Inventory. The instance is marked with ‘bound with’ icon

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Check out

Can [and other titles] (or similar wording) be generated in the display if the item is marked “bound with”?

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Request

bound-with

should “bound with” display anywhere, maybe here? (generated from item data)

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Patron notice

Possible note text:

“The title you requested is included in a volume with these titles: list of titles"

Or

“The title you requested is included in a volume beginning with this title: title 1”

Or just “With: title(s)”

Also pertains to recalls, overdue notices, etc.

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Settings > Inventory > … > Holdings note types

Can define a holdings record note type of Bound-with if desired

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Holdings record. Holdings statement note (optional)

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Holdings record. Holdings notes (optional)

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UXPROD-3080

Linking items (CW: update so this slide match the data model one)

Accordion at bottom (“primary” item)

Related items

Add dependent item

This action (making an item dependent) would need to overwrite/overlay any existing values in the “inherited” fields? --

Would like the ability to “restore” original values if linkage is removed

Linkage will be initiated from the “primary” item

The default order of related items will be the order the relationships were created;

Ideally (eventually) we would like a UI way to reorder the related items

Create linkage either by entering item hrid or by look-up (same as for preceding/succeeding titles) -- thin thread would be item hrid only [this gives us a place to migrate existing data]

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Ex. from TAMU’s catalog (7/30/2020)

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Example: Multi-part monograph (Analytic)

(CW will talk with Natashca on this example Title A and Title B has the same item barcode)

Title A (serial collected set, analyzed)=Anthropological papers of the American Museum of Natural History

Title A has item for v.37 pt.3; this item (CW update “has dependent”) item on record for Title B

Title B (Analytic of Title A)=The mountain Arapesh by Margaret Mead

Title B has item for v.2 of monograph and is a (CW update “has dependent”) “dependent” of Title A item (v.37 pt.3)

Items illustrated on next slide ...

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Example: Multi-part monograph (Analytic)

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Example: Serial within serial (Analytic)

(CW talk with Natascha, how this would be modelled in Data model 1)

Title A (serial collected set, analyzed)=Farmers’ Bulletin

Title A has item for bulletin no.706; this item “has dependent” item on record for Title B

Title B (Analytic of Title A)=Laws relating to fur-bearing animals

Title B has item for 1915 issue and is a “dependent” of Title A item (no.706)

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Example: in-analytic (article-level description)

Journal

Article

Journal can be identified by modeOfIssuance == “serial”. The article can be identified by modeOfIssuance == “single unit”.

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Example: in-analytic (article-level description)

Proposed change:

  1. Remove relation type “bound-with”
  2. Create new relation type to represent the article-level “in” relationship