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Shelving location groups

Use case

Mayberry Public Library provides a scope allowing users to search for all children’s materials in their library. The library’s children’s scope incorporates several shelving locations used at the library, including Picture Books, Children’s Fiction, Children’s Non-Fiction, Easy Readers, and Children’s DVDs. The library also builds a similar scope for YA materials that incorporates several shelving locations.

This feature allows staff to create and name sets of shelving locations to use as a search filter in the catalog. OPAC-visible groups will display within the library selector in the Public Catalog. When a user selects a group and performs a search, the set of results will be limited to records that have items in one of the shelving locations within the group. Groups can live at any level of the library hierarchy and may include shelving locations from any parent org unit or child org unit.

Note

To work with Shelving Location Groups, you will need the ADMIN_COPY_LOCATION_GROUP permission.

Create a Shelving Location Group

  1. Click Administration → Local Administration → Shelving Location Groups.
  2. At the top of the screen is a drop down menu that displays the org unit tree. Select the unit within the org tree to which you want to add a shelving location group. The shelving locations associated with the org unit appear in the Shelving Locations column.
  3. In the column called Location Groups, click New.
  4. Choose how you want the shelving location group to display to patrons in the catalog’s org unit tree in the OPAC. By default, when you add a new shelving location group, the group displays in the org unit tree beneath any branches or sub-libraries of its parental org unit. If you check the box adjacent to Display above orgs, then the group will appear above the branches or sub-libraries of its parental org unit.
  5. To make the shelving location group visible to users searching the public catalog, check the box adjacent to Is OPAC visible?
  6. Enter a Name for the shelving location group.
  7. Click Save. The name of the Shelving Location Group appears in the Location Groups.
  8. Select the shelving locations that you want to add to the group, and click Add. The shelving locations will populate the middle column, Group Entries.
  9. The shelving location group is now visible in the org unit tree in the catalog. Search the catalog to retrieve results from any of the shelving locations that you added to the shelving location group.

Order Shelving Location Groups

If you create more than one shelving location group, then you can order the groups in the org unit tree.

  1. Click Administration → Local Administration → Shelving Location Groups.
  2. Three icons appear next to each location group. Click on the icons to drag the shelving location groups into the order in which you would like them to appear in the catalog.
  3. Search the catalog to view the reorder of the shelving location groups.
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Modifying shelving location order Home Chapter 29. Importing materials in the staff client