Uploaded image for project: 'ui-inventory'
  1. ui-inventory
  2. UIIN-857

Normalize Call numbers for Call number searching in record

    XMLWordPrintable

    Details

    • Template:

      Description

      Overview: When searching by Call number, FOLIO allows for Call numbers to be following many Call number schemes (Call number types) and the numbers can be entered with a variety of special characters and symbols.

      Usecases on call number search in FOLIO (not to confuse with browse search in the Discovery):

      1. A student employee at the circulation desk is searching by call number because they need to create an on-the-fly item record (piece is marked but not barcoded). They have the complete call number information. But the formatting on the spine means they will not necessarily know where to enter a space (or even a dot).
      2. A cataloger is searching Inventory by call number to check if the number they intend to assign to a newly cataloged resource is already in use. They would likely enter the classification and cutter (i.e., 050 $a & $b) only (no year).

      For this first iteration we want to implement the basic search on Call numbers:

      • characters (lower and upper case) and numbers are indexed
      • call numbers with space, hyphen, period, comma, colon and slash

      Later we'll refine, so all usecases which the early implementer libraries will have must be covered and accessible.

      The initial normalization will: strip any internal punctuation like space, hyphen, period, comma, colon, bracket, parenthesis and slash, no matter how the eye readable version is entered in the Holdings call number elements, or the Item call number elements. In short you could define the normalization as: Removing everything which is not a letter or a number. Please note the call number search is to be case agnostic.

      Search for Call number is a search option in the drop down menu in the Holdings segment and the Item segment:

      Search options Holdings record Search options Item record

      Requirements:

      1. search on call number is possible in the two segments: Holdings and Item (see UIIN-858). Both segments will have the same search option parameters, but doing search in respectively the holdings record, call number data, and item record, call number data.
      2. search option in the Holdings record:
        • Call number eye readable
        • Call number normalized
        • (Narrow down search by using the Call number type filter UIIN-XXY - is out of scope for this story)
      3. basic search on call number
        • data elements
          • Call number prefix
          • Call number
          • Call number suffix
        • There will be no default truncation with wildcard *, but it's possible for the user explicit to use truncation
      4. search on Call number eye readable - will be exact match on the exact value as represented in the call number block in the holdings and item record- - CQL relation: adj-
      5. search on initial normalization of call number like e.g. strip of any internal punctuation like hyphens, periods, colon, spaces, comma, slash, bracket and parenthesis – CQL relation: adj (substring phrase match: all words of the query string exist consecutively in that order, there may be any whitespace and punctuation) -
          • with and without hyphens
          • with and without periods
          • with and without colons
          • with and without brackets
          • with and without slash
          • with and without parenthesis
          • search ignore eventually spaces in the call number

      Holdings and Item segment - Examples:

      Call number prefix Call number Call number suffix Search Expected result
      H
      H
      Germ 350/35:1
      Germ 350/35: 2
        h germ 350/35* H Germ 350/35: 1
      H Germ 350/35: 2
      H
      H
      F
      Germ 350/35: 1
      Germ 350/35: 2
      Germ 350/1
        germ 350* H Germ 350/35: 1
      H Germ 350/35: 2
      F Germ 350/1
            350* no result
        AD 12   ad 12 AD 12
        AD 12   ad12 AD 12
        AD 120   ad 120 AD 120
        AD 120   ad120 AD 120
        AD 12
      AD 120
        ad 12* AD 12
      AD 120
        AD 12
      AD 120
        ad12* AD 12
      AD 120
        AD 10: 1/27
      AD 101: 2/7
        ad10127 AD 10: 1/27
      AD 101: 2/7
        AD 10: 1/27
      AD 10: 1/27 b
      AD 101: 2/7
        ad 10:1* AD 10: 1/27
      AD 10: 1/27 b
      AD 101: 2/7
        AD 10: 1/27
      AD 10: 1/27 b
      AD 101: 2/7
        ad10127* AD 10: 1/27
      AD 10: 1/27 b
      AD 101: 2/7
        AD 10: 1/27 b   ad10127b AD 10: 1/27 b
        AD 10: 1/27
      AD 101: 2/7
        ad 10 1 27 AD 10: 1/27
      AD 101: 2/7
        AD 10: 1/27
      AD 10: 1/27
      AD 101: 2/7
        ad 10 1 27* AD 10: 1/27
      AD 10: 1/27
      AD 101: 2/7
        AD 10: 1/27 b   ad 10 1 27 b
      ad 10 1 27b
      AD 10: 1/27 b
      Oversize ABC123.1 .R15 2018   ABC123.1 R15 2018 Oversize ABC123.1 .R15 2018
      Oversize ABC123.1 .R15 2018   Oversize ABC123.1 .R15 2018 Oversize ABC123.1 .R15 2018
      Oversize ABC123.1 .R15 2018   ABC123.1R15 * Oversize ABC123.1 .R15 2018
      ++ Oversize BX1935 .A23 1959   BX1935.A23 1959 ++ Oversize BX1935 .A23 1959
      ++ Oversize BX1935 .A23 1959   Oversize BX1935.A23 1959 ++ Oversize BX1935 .A23 1959
      ++ Oversize BX1935 .A23 1959   ++BX1935.A23 1959 ++ Oversize BX1935 .A23 1959
      Rare Books S537.N56 C82 ++ S537.N56 C82 Rare Books S537.N56 C82 ++
      Rare Books S537.N56 C82 ++ S537.N56 C82 ++ Rare Books S537.N56 C82 ++
      Rare Books S537.N56 C82 ++ Rare Books S537 N56 C82 Rare Books S537.N56 C82 ++
      A.D. White, Icelandic Z2557 .D57   Z2557 D57 A.D. White, Icelandic Z2557 .D57
      A.D. White, Icelandic Z2557 .D57   Icelandic Z2557 D57 A.D. White, Icelandic Z2557 .D57
        PS3623.R534 P37 2005   PS3623 R534 P37 PS3623.R534 P37 2005
        PS3623.R534 P37 2005   PS3623 R5 PS3623.R534 P37 2005
        R534.A1 D56 2015   R534 R534.A1 D56 2015
            R534* NOT PS3623.R534 P37 2005
      Archives 1-2-m.178   1 2 Archives 1-2-m.178
            Archives12 NOT Archives 1-2-m.178
        GE77 .F73 2014 Curriculum Materials Collection ge 77 f 73 2014 curriculum GE77 .F73 2014 Curriculum Materials Collection
            ge 77 f 732014 NOT GE77 .F73 2014 Curriculum Materials Collection
      + QE423 .T66   +QE423.T66 + QE423 .T66
      + QE423 .T66 Dictionary +QE423.T66 Dictionary + QE423 .T66 Dictionary
        GV1601 .S67 22nd-23rd 1999-2000 Dance Periodicals gv GV1601 .S67 22nd-23rd 1999-2000 Dance Periodicals AND GV160 .L56x 1984
        GV160 .L56x 1984   gv 160 GV160 .L56x 1984 AND GV1601 .S67 22nd-23rd 1999-2000 Dance Periodicals
      Icelandic GR215 .J64 2002b tiny Icelandic Icelandic GR215 .J64 2002b tiny
      New & Noteworthy Books BD431 .L975 2020   New New & Noteworthy Books BD431 .L975 2020
            bd-431L New & Noteworthy Books BD431 .L975 2020

      Laura Daniels:
      We cannot normalize for searching as we discussed and get this result (that is, not return the second number); this is a case Frances was thinking of a more sophisticated search & browse than we are talking about for Inventory.

      More notes and documentation:
      See: Expected call number (advanced) search in FOLIO, p. 13-17 in https://docs.google.com/document/d/1FMl-_oNR6k-wVDQrZeMT_V9-ZDDaZBzdiipx0OQii9E/edit#

      *Out of scope for 1st phase: *
      Call number search with special characters as:

      • plus sign and the degree (°)

      Examples on call numbers with special characters:

      • JUR:R III:54:(1):Schm:1850
      • 94 NF 14/1:3792-3835
      • 1990/146 4°
      • 426/083 4° SH 34
      • Z 557: 54.1961/62,7-12
      • Y 43839 (2017/18)

      See more in UIIN-983 and UIIN-993.

        TestRail: Results

          Attachments

            Issue Links

              Activity

                People

                Assignee:
                charlotte Charlotte Whitt
                Reporter:
                charlotte Charlotte Whitt
                Tester Assignee:
                Charlotte Whitt Charlotte Whitt
                Votes:
                0 Vote for this issue
                Watchers:
                11 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases