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    Browsing the Shelf Listing

    Translatable
    The Browse Shelf Listing feature provides item-level call number Institution Zone browse capability from within the MD Editor for holdings information. This capability can also be accessed from the Resources > Cataloging options.

    Using the Browse Shelf Listing

    To use Browse Shelf Listing:
    1. Select Browse Shelf Listing (Resource Management > Cataloging); or from within the MD Editor, select Tools > Browse Shelf Listing. The following options appear:
      • Call Number Level
      • Call Number Type
      • Call Number
      • Library
      • Location
    2. Select one of the following filtering options from the Call Number Level drop-down list:
      • Holdings call number – This provides holdings-level record links in the results list. This is the default option.
      • Item call number – This provides item-level record links in the results list.
      • Temporary call number – This provides item-level record links in the results list.
      • All – This option provides blended results of all the call number options in the drop-down list. Both holdings-level and item-level record links appear in the results list.
    3. Select the call number type from the available options in the drop-down list. The call number type that you select determines how the call number information is sorted and appears (is normalized) in the shelf list. The list of options varies depending on what is configured for your system. Some possible options include:
      • No information provided
        This applies to holdings where the first indicator of the 852 field is a space, blank, or enter with a # in the MD Editor. See Holdings with No Call Number Type for more information.
      • Library of Congress classification
      • Dewey Decimal classification
      • National Library of Medicine classification
      • Superintendent of Documents classification
      • Shelving control number
      • Title
      • Shelved separately
      • Source specified in subfield $2
        • Source specified in subfield $2 – UDC
          This follows the standard identified in http://www.udcc.org/index.php/site/page?view=about_structure for the UDC (Universal Decimal Classification).
        • Source specified in subfield $2 – ZTOZ
          This handles call numbers using the Tozzer call number standard where the 852 has a first indicator of 7 and $2 contains ZTOZ.
          The data indexed for this standard is 852 $h and $i.
          Contact Ex Libris to set the parameter for this call number standard.
        • Source specified in subfield $2 – ZHYL
          This handles call numbers using the Harvard Yenching call number standard where the 852 has a first indicator of 7 and $2 contains ZHYL.
          The data indexed for this standard is 852 $h and $i.
          Contact Ex Libris to set the parameter for this call number standard.
        • Source specified in subfield $2 – ZHCL
          This handles call numbers using the Widener call number standard where the 852 has a first indicator of 7 and $2 contains ZHCL.
          The data indexed for this standard is 852 $h, $i, and $c (in the order that they appear in the record).
          For Widener call numbers without a numeric suffix, they are treated as if they end in zeros.
          Contact Ex Libris to set the parameter for this call number standard.
      • Other Schema
        • Harvard
          This handles call numbers using the Harvard call number standard where the 852 has a first indicator of 8.
          The data indexed for this standard is 852 $h and $i.
          Contact Ex Libris to set the parameter for this call number standard.
        • U.S. Geological Survey Library Classification System (USGS)
          This handles call numbers using the USGS call number standard where the 852 has a first indicator of 8. See https://pubs.usgs.gov/bul/b2010/b2010.pdf for more information.
          Contact Ex Libris to set the parameter for this call number standard.
      • Accession number
    4. Optionally, select a library from the Library drop-down list.
    5. After selecting a library, you may also make your shelf list browse more granular by selecting a location from within the library.
    6. Enter a full or partial left-aligned call number for the Call Number parameter.
    7. Select Go.

    Working with the Browse Shelf Listing Results List

    The following content appears in the Browse Shelf Listing results list:
    • The matching entry
    • The rest of the entries after the matching entry
    The results list is formatted with the following columns of information:
    • Call Number
    • Description
    • Library/Location
      The format of the content in the Library/Location column is determined by the configuration for Library/Location Display (Configuration > Resources > General > Library/Location Display).
      Library/Location Display Configuration
    • Level
      Browse_Shelf_Listing_Results_04_TC.png
      Browse Shelf Listing Results

    Holdings with No Call Number Type

    In order for holdings records to appear in the Browse Shelf Listing when the No information provided call number type is selected, the first indicator of the 852 field needs to be a space, blank, or entered as a #. The following methods may be used to achieve the goal of a holdings record with a space in the first indicator of the 852:

    • Setting the use_space_as_call_number_type customer parameter to true. See use_space_as_call_number_type for more information.
    • Setting the default call number type at the institution or location level.
      • At the institution level, set the call_number_type customer parameter to #. See call_number_type for more information.
      • At the location level, set the Call Number Type parameter to No information provided. In the Fulfillment configuration menu, set the Configuring location to the library (not institution) location that you want to configure and access Configuration > Fulfillment > Locations > Physical Locations. See Configuring Physical Locations for more information.
        Local_Level_Call_Number_Type_Setting_04_TC.png
        Local Level Call Number Type Setting
    • Configure call number mapping (Configuration > Resources > General > Call Number Mapping) with a # for the 852 1st Ind parameter to create the 852 field with a space in the first indicator. See Adding a Call Number Mapping for more information.
      Call_Number_Mapping_for_the_852_First_Indicator_04_TC.png
      Call_Number_Mapping_for_the_852_First_Indicator_Saved_04_TC.png
      Call Number Mapping for the 852 First Indicator

    To browse the shelf listing for No information provided holdings, see Using the Browse Shelf Listing for more information.

    Editing Holdings-Level Records

    When you have selected the appropriate options for holdings-level records to appear in the Browse Shelf Listing results, the Holding link appears in the Level column of the Browse Shelf Listing results. This link opens the editor for the holdings-level record in split-screen mode.
    Holdings_Record_Link_02_TC.png
    Holdings Record Link
    To edit holdings-level records from the Browse Shelf Listing results:
    1. Open the Browse Shelf Listing and complete the browse parameters to match your browse requirements. Specifically, you need to select Holdings call number or All for the Call Number Level parameter in order to get results with links to holdings records.
    2. In the Browse Shelf Listing results, select Holding for the holdings record that you want to edit (or view). The holdings record opens in split screen mode so that you are able to work with both the Browse Shelf Listing results and the holdings record (using the MD Editor tools).
      Holdings_Record_in_Split_Screen_Mode_04_TC.png
      Browse Shelf Listing Results and the Holdings Record in Split Screen Mode
    3. When you are done with the holdings record, save any changes and select Edit > Split Editor (with the focus on the Browse Shelf Listing Results).
    4. Continue your work with the Browse Shelf Listing results.
    5. When you are finished, select Exit.

    Editing Item-Level Records

    When you have selected the appropriate options for item-level records to appear in the Browse Shelf Listing results, the Alternative link or Temporary link appears in the Level column of the Browse Shelf Listing results. This link opens the Physical Item Editor for the item-level record.
    Item_Record_Link_for_Alternative_Call_Number_04_TC.png
    Item Record Link for the Item Call Number
    To edit item-level records from the Browse Shelf Listing results:
    1. Open the Browse Shelf Listing and complete the browse parameters to match your browse requirements. Specifically, you need to select Item call number, Temporary call number, or All for the Call Number Level parameter in order to get results with links to item records.
    2. In the Browse Shelf Listing results, select Alternative or Temporary for the item record that you want to edit (or view). The item record opens in the Physical Item Editor.
      Item_Level_Record_Opened_in_the_Physical_Item_Editor_04_TC.png
      Item-Level Record Opened in the Physical Item Editor
    3. When you are finished working the Physical Item Editor, select Save or Cancel. You return to the Browse Shelf Listing with your previous parameter settings selected.
      Return_to_the_Browse_Shelf_Listing_04_TC.png
      Return to the Browse Shelf Listing
    4. Select Go to re-display your Browse Shelf Listing results and continue your work in the Browse Shelf Listing.
    5. When you are finished, select Back or select another function in Alma.