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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

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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

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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

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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”

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Or just “With: title(s)”

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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

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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

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Linkage will be initiated from the “primary” item

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

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

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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)

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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

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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