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Proposal for Changes to Scoping and Type of Material Limiting in the OPAC

Proposal for Changes to Scoping and Type of Material Limiting in the OPAC. Mat Type / Scoping Taskforce Tuesday, June 7, 2005. Goals of the Taskforce. Make OPAC search results more accurate and consistent

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Proposal for Changes to Scoping and Type of Material Limiting in the OPAC

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  1. Proposal for Changes to Scoping and Type of Material Limitingin the OPAC Mat Type / Scoping Taskforce Tuesday, June 7, 2005

  2. Goals of the Taskforce • Make OPAC search results more accurate and consistent • Ensure that results of searches scoped pre-search by a specific type of material contain the same results as searches limited post-search by the same type of material • Provide more consistent and flexible options for post-search and advanced search limiting by type of material • Simplify the background coding of the scopes to streamline maintenance and reduce errors

  3. History • July 2004: Scoping Taskforce, appointed by ASA’s, begins discussing how to improve accuracy of pre-search scopes • Summer 2004: OPAC Redesign group notes discrepancies between new OPAC icons and actual format of materials in catalog records; catalogers are apprised and asked to look into this • November 2004: Mat Type Revision Taskforce begins work to make OPAC icons and post-search limits more accurate • Winter 2004-2005: Members who are on both taskforces realize that the work of both groups significantly overlaps • February 2005: The groups merge and become the Mat Type/Scoping Taskforce

  4. Definitions • Scopes: Filters selected prior to a search to refine it. Available on the main search screen or on the advanced search screen. • Types of scopes: • Location • Augsburg College • Hamline University-Bush Library, etc. • Collection • Reference • Curriculum/Juvenile • Type of material • Films/Video • E-Resources • Journals • Music Scores/Sound Recordings

  5. List of All Scopes

  6. Definitions, cont. • Limits: Filters selected after a search to further refine it. Available on the “advanced search” screen or via the “limit/sort search” button. • “Material type” limits

  7. Material Type Limits

  8. Definitions, cont. • Material type (mat type) code • Single character code added by catalogers to a special III field in the bibliographic record • Is the code used when post-search “material type” limits are invoked • Generates icons in OPAC search results lists

  9. Definitions, cont. • Item location code • Code added in each item record for the item’s location • Generates location label in the OPAC display, e.g., “UST-IRL Oversize” • Each code is mapped to the circulation tables to define specific circulation parameters • Each code is mapped to appropriate scopes in the scoping tables

  10. Background and Issues • All scopes are currently driven by item location code • Works well for “location” scopes and for “collection” scopes • Does not work well for “type of material” scopes • Complex system requiring convoluted set-up and maintenance procedures • Requires a separate code for each format within an individual collection

  11. Background and Issues, cont. • Inconsistent search results • Pre-search type of material scopes are driven by item location codes in the item record • Post-search type of material limits are driven by a material type (mat type) code in the bibliographic record • Because these codes are not necessarily in accord, searches scoped by type of material can have very different results than those limited by the same or similar type of material

  12. Background and Issues, cont. • Existing post-search “Material Type” choices do not always provide logical or comprehensive search results • Examples: • “Book” limit excludes e-books, but “periodical” limit includes e-journal • Items in the “microform” limit will not appear in the “book” or “periodical” limit

  13. Background and Issues, cont. • Mat type codes are trying to fulfill two very different functions: generating post-search limits and OPAC icons • Very specific format icons are desirable for the OPAC, but that level of specificity does not work well in trying to achieve accurate and useful scoping and limiting search results

  14. Proposed Solutions • Generate both pre-search type of material scopes and post-search type of material limits from the “mat type” code in the bib record • Make revisions to the labels and content for the type of material scopes • Revise some of the current “mat type” codes so they are more consistent and logical • Add new post-search specific format filters for audio and video resources

  15. Proposed Solutions:Use Mat Type Code for Scopes • Generate both pre-search type of material scopes and post-search type of material limits from the “mat type” code in the bib record • No longer use item location codes for this type of scope • Redefine III “bib level” field (bcode 1) in bib record for scoping electronic resources and for secondary audio and video components in multi-format items; scope periodicals from “mat type” code (bcode2) instead of bcode 1. • Remap scope tables to use “mat type” codes (bcode 2) and the redefined bcode 1 in order to drive these scopes

  16. Proposed Solutions:Revise Scope Labels and Contents • Make revisions to the labels and content for the type of material scopes

  17. Proposed Solutions:Revise mat type codes • Revise some of the current “mat type” codes so they: • treat the various types of material consistently and comprehensively • are more closely aligned with the type of material scopes

  18. Proposed Solutions:Revise mat type codes, cont.

  19. Proposed Solutions:New specific format filters • Add new post-search specific format filters for audio and for video resources • Analogous to existing post-search Electronic Format filter found via “Limit/Sort Search” button • Can be used by themselves or in conjunction with “Material Type” search on the same screen to fine-tune searches • Add all three filters to advanced search screen for greater consistency with post-search limit screen

  20. Electronic Format Scopes

  21. Proposed Solutions:New specific format filters, cont. • All three specific format filters will be driven from data in the bib record (MARC 007 field)

  22. Proposed Solutions:Con’s • Some “mat type” categories have been broadened, which means some icons in the OPAC will become more generic: • Books: no separate icon for e-books • Audio resources: no separate icons for CD’s, LP’s, audiocassettes • Video resources: no separate icons for films, videos, DVD’s, laserdiscs

  23. Proposed Solutions:Con’s, cont. • “Type of material” scopes will have to be completely overhauled • Scoping tables will need to be revised; III will need to be involved (scoping service fee) • Mat type codes in bib records need to be cleaned up and revised • MARC 007 fields in bib records for audio, visual, and electronic items need to be cleaned up • All current bcode 1 values will have to be changed • Load profiles with bcode 1 or bcode 2 values will have to be checked and tweaked as needed • “Material Type” limit codes will need to be revised and bib records updated

  24. Proposed Solutions:Pro’s • Searches scoped by a particular type of material will yield essentially the same hits as searches limited by the same type of material. • Items that are a particular type of material will appear in the correct scope, regardless of item location. • Scoping tables will be less complex and easier to maintain.

  25. Proposed Solutions:Pro’s, cont. • Errors in coding that affect scopes can easily be corrected by catalogers • Revision of bcode 1 codes allows for more precise scoping of multi-format items • Addition of audio and visual specific format post-search filters allows for very refined searches

  26. Summary • Using the same “mat type” codes from the bib record to drive pre-search scoping and post-search limiting will make OPAC search results more accurate and consistent • Items that are a particular format will be captured by the pre- and post-search scopes/limits regardless of their location • The same items will appear in the results list for a specific format regardless of whether a pre-search or a post-search scope/limit was applied

  27. Summary, cont. • The revision of the “mat type” codes and the addition of the audio and video specific format filters will provide more consistent and flexible options for post-search and advanced search limiting by type of material • The simplification of the background coding of the scopes will reduce input errors and make the tables and data easier to maintain

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