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    How to – Use Bibliographic Library of Congress Call Numbers in Primo for Browse Search and Virtual Browse

    Created By: Stacey van Groll
    Created on: 12/01/2019



    Use Case

    As a user, I want to have a better browsing and serendipitous discovery experience when using Primo Call Number Browse Search and Virtual Browse

     

    Goal

    The desired outcome of Virtual Browse and Browse Search is to provide users with a serendipitous browsing experience of local content, as collections increasingly move from physical to online form and the option to physically browse the shelves disappears.

    The out-of-the-box (OTB) configuration for Primo Back Office for the Call Number Browse Search and Virtual Browse is to use the Holdings level Call Number in the 852, published to Primo in the AVA.

    This is undesirable as

    1. The functionality is restricted to only local physical resources
    2. A significant – and rising – percentage of physical resources are being moved to offsite storage.  As part of this process, our Library changes the 852 in the Holdings to a local running number, and we keep the original Library of Congress Call Number in the Bibliographic Record only.  This Holdings level running number facilitates the best use of space without interfiling in our Warehouse, and avoids time-consuming back-shelving projects.  However, it also means that Browse Search and Virtual Browse become increasingly more irrelevant, confusing, and contrary to purpose

    These issues can be removed and these features made more useful by changing the Primo Back Office configuration to instead use the Bibliographic level Call Number, which is more typically the subject focused Library of Congress Call Number.

    Both the Virtual Browse feature in Full Record Display and the Library of Congress Call Number Browse Search use the same Browse section of the PNX, so this process takes care of updating both features at once.

     

    Summary

    • Configuration time: 30 minutes to 1 hour for active config, but potentially up to 24 hours if LC filing routine correction is required
    • Configuration difficulty: Medium – High, as requires changes to Normalization rules, Mapping Tables, Code Tables, and maybe the Customization Package

     

    Systems Specs

    • Alma and Primo New UI
    • Primo Multi-tenant Back Office

     

    Primo Back Office Configuration Areas

    • Alma Normalization Rules – Browse Section
    • Browse Lists Mapping Table (only if LC filing correction is needed)
    • Browse Lists Labels Code Table (only if wanting to change labels, such as during LC filing correction)

     

    Primo Back Office – Alma Normalization Rules – PNX Section: Browse

    • All sections have not been screenshot, for example all the False exclusions for poor CZ data which can throw off your Browse displays (and also can be done in better ways via string regex, but at this stage I just have them all listed separately for a quick fix)
    • Screenshots also include the same process of move to Bibliographic Call Numbers for 090 Local Call Numbers, for consistency of data and configuration
    • I also tend to leave the OTB rules in place, but disabled, just in case I make a mess of things and need to start from scratch.  These are seen in the overview section, but I’ve not included them in the Edit area screenshots, as irrelevant to this process

     

    Primo Back Office – Browse Lists Mapping Table (only relevant if LC filing correction is needed)

     

    Primo Back Office – Browse Lists Labels Code Table (only relevant if wanting to change labels, such as during LC filing correction)

     

    Updated display - Virtual Browse using Bibliographic Call Number of SF961 .J65 1960, instead of the Holdings AVA Local Call Number of BA21702

     

    Updated Browse Search example using the Bibliographic Call Number of SF961 .J65 1960, instead of the Holdings AVA Local Call Number of BA21702