Strategies for Enhancing MARC Utilization in Primo

Explore innovative strategies for optimizing MARC records in Primo, focusing on display, search, and faceting features. Learn how to enhance user experience and improve content discoverability in library systems.

• MARC records
• Primo
• Display strategies
• Search optimization
• Faceting features

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1. Getting More out of MARC with Primo: Strategies for Display, Search and Faceting ELUNA May 4, 2018 Kelley McGrath University of Oregon Lesley Lowery Orbis Cascade Alliance Powerpoint Templates Powerpoint Templates Page 1

2. LC Genre-Form Terms French poetry $y 20th century English drama $x Women authors Children s films American literature -- New York (State) Songs (High voice) with piano Powerpoint Templates Page 2

3. Creator Demographic Group Library of Congress Demographic Group Terms (LCDGT) English drama $x Women authors Powerpoint Templates Page 3

4. Audience DISPLAY: Combination of 3 sources 008/22 Target Audience (fixed field) 385 Audience Characteristics (controlled vocabulary) 521 Target Audience Note Powerpoint Templates Page 4

5. Audience DISPLAY: 385 Audience Characteristics Powerpoint Templates Page 5

6. Audience DISPLAY: 008/22 Target Audience (FF) *not used in all MARC record types Powerpoint Templates Conditions 2-3 (not shown) exclude mixed materials and serials Page 6

7. Audience DISPLAY: 008/22 Target Audience (FF) *don t display fixed field value if 385 exists; prevents likely duplicate terms Powerpoint Templates Page 7

8. Audience DISPLAY: 008/22 Target Audience (FF) *use mapping table to display human- friendly terms Powerpoint Templates Page 8

9. Audience DISPLAY: 008/22 Target Audience (FF) *use mapping table to display human- friendly terms Powerpoint Templates Page 9

10. Audience DISPLAY: 521 Target Audience Note *Use indicators to preface note Powerpoint Templates Page 10

11. Audience SEARCH: mapped 008 display terms FACET: lopsided results Powerpoint Templates Page 11

12. LCMPT Library of Congress Medium of Performance Thesaurus for Music stand-alone vocabulary terminology to describe the instruments, voices, etc., used in the performance of musical works based chiefly on existing LC subject headings alto saxophone baritone saxophone saxophone saxophone ensemble single reed instrument reed instrument woodwind instrument wind instrument performer Powerpoint Templates Page 12

13. MARC 382: Medium of Performance 382 01 $a saxophone $n 1 $a piano $n 1 $s 2 $2lcmpt $a - Medium of performance (R) $b - Soloist (R) $d - Doubling instrument (R) $e - Number of ensembles of the same type (R) $n - Number of performers of the same medium (R) $p - Alternative medium of performance (R) $r - Total number of individuals performing alongside ensembles (NR) $s - Total number of performers (NR) $t - Total number of ensembles (NR) $v - Note (R) $3 - Materials specified (NR) Powerpoint Templates Page 13

14. Medium of Performance: Display $a viola $n 1 $p clarinet $n 1 $a piano $n 1 $s 2 Option 1: Write separate rules for each subfield and then merge them Can treat subfields differently Cannot retain order of subfields; each type of subfield is processed sequentially Option 2: Write one rule that takes multiple subfields as input Must treat all subfields the same way Retains order of subfields Powerpoint Templates Page 14

15. Medium of Performance: Display 2 Duet Powerpoint Templates Page 15

16. Medium of Performance: Display viola 1 1 piano 1 viola; 1; 1; piano; 1 viola (1) (1); piano (1) ;_1 _(1) Powerpoint Templates Page 16

17. Medium of Performance: Display viola (1) (1); piano (1) viola (1); piano (1) : viola (1); piano (1) )_(1) 1) Powerpoint Templates Page 17

18. Medium of Performance: Display clarinet (alternate instrumentation: clarinet) Powerpoint Templates Page 18

19. Medium of Performance: Search Duet displays Duet does not exist in the MARC data Added solo, duet, etc. to search index to meet user expectations using same mapping table used for display Powerpoint Templates Page 19

20. Medium of Performance: Facet 382 $a [medium] 382 $b [soloist] 382 $b + (solo) Powerpoint Templates Page 20

21. Medium of Performance: Facet AND OR Powerpoint Templates Page 21

22. Medium of Performance: Facet AND Powerpoint Templates Page 22

23. Total Number of Performers Powerpoint Templates Page 23

24. Number of Performers with Medium Powerpoint Templates Page 24

25. Challenges for Collocation Order matters: piano (1); violin (2); viola (1); cello (1) violin (2); viola (1); cello (1); piano (1) Powerpoint Templates Page 25

26. Relationship Designators Personal main entry: 100 1_ $a Poulin, Richard, $e author. Corporate added entry: 710 1_ $a United States. $b Department of State, $e issuing body. Personal added entry: 700 1_ $a Soares, Paul $c (Writer on computer games), $e author, $e illustrator. Powerpoint Templates Page 26

27. Composers and Performers Top results for operas Powerpoint Templates Page 27

28. Composers and Performers Any record 100/700 $e = composer 100/700 $4 = cmp Record format = score (ldr/06 = c or ldr/06 = d) 100 any 700 2ndindicator 2 $t (title) exists Record format = musical sound recording (ldr/06 = j) 100 240 (uniform title) exists 700 2ndindicator 2 $t (title) exists Powerpoint Templates Page 28

29. New Fields & Facets in Library Catalogs Chicken or the egg? Incomplete recall and user expectations Retrospective conversion I got tired of cataloging for my grandchildren. Powerpoint Templates Page 29

30. Humpty Dumpty Problem Powerpoint Templates Page 30

31. Too Many Options Powerpoint Templates Page 31

32. Music-Specific Scope in Primo Primo Central Index (PCI) integration problem Powerpoint Templates Page 32

33. Computational Constraints No true exploratory search or browse in Primo Incomplete recall in most cases Powerpoint Templates Page 33

34. Computational Constraints Static facets Enumerated list (ca. 500 terms) Counts and displays all results Powerpoint Templates Page 34 https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Back_Office_Guide/100Facets

35. Computational Constraints Dynamic facets Open-ended list Displays top 20* terms from records ranked in top 200* results Displays count (and retrieves) matching records from top 50,000 results *Default values; can be increased somewhat, but trade-off on performance Powerpoint Templates Page 35

36. Constraints on Manipulation Norm Rules in Primo Back Office Browser-based GUI interface with hard-coded conditions and transformations There s no way to move just one rule of a group to a group in another rule set. OTB conditions/transformations can t always target really specific data strings. Some transformations are broken, which requires creative multi-step workarounds. Powerpoint Templates Page 36

37. Primo Indexing Limitations MARC field-specific search and browse These features have garnered some interest with our members We re limited to 50 local search indexes in Primo, and none will pull in PCI resources. OTB indexes have fields grouped together. Browse indexes are significantly more limited in number and data source. Powerpoint Templates Page 37

38. Lateral Linking Limitations Using lateral links could provide an alternative to facets, but... Limited to 9 locally-defined fields. Functionality isn t quite the same as faceting (executes new search rather than filtering current result set) Powerpoint Templates Page 38

39. Moving (and Looking) Forward We ve been very successful in using new metadata fields to set up facets for Alliance member institutions use. As time goes on and these newer fields are more widely used, the facets will prove more accurate and more helpful. Stats on field use are available at http://experimental.worldcat.org/marcusage/ We can review facet use with Primo Analytics. Powerpoint Templates Page 39

40. Moving (and Looking) Forward We re investigating additional facets on request. Specific relationship designators Would a general relationship facet be useful? We have lots of questions about Primo VE! Will Primo normalization rules still exist? Will Primo VE have the flexibility of Primo for translating metadata for faceting? If not, we ll need to advocate for this. Powerpoint Templates Page 40

41. Further Reading ALA Subject Access Committee's A Brave New (Faceted) World: Towards Full Implementation of Library of Congress Faceted Vocabularies (2017) https://tinyurl.com/ybu2vwdx Library of Congress information page for LCDGT http://www.loc.gov/aba/publications/FreeLCDGT/freelcdgt.html McGrath, Kelley. Getting More out of MARC for Music and Movies with Primo: Strategies for Display, Search and Faceting (OLAC 2017 poster) https://tinyurl.com/ya9a2eoz McGrath, Kelley. Using MARC Facets for Music with Primo: Strategies and Challenges (ALA Midwinter 2018 presentation) http://connect.ala.org/node/273985 Music Library Association Music Discovery Requirements (2017) http://www.musiclibraryassoc.org/mpage/mdr_IA Music Library Association LCMPT Best Practices https://tinyurl.com/yajp7sux Music Library Association LCGFT for Music Best Practices https://tinyurl.com/ycxfce7r Powerpoint Templates Page 41

42. Primo Sandbox with Facets http://alliance-primo- sb.hosted.exlibrisgroup.com/primo_library /libweb/action/search.do?vid=UO_NRWG Powerpoint Templates Page 42

43. Thank you! Do you have any questions? Powerpoint Templates Page 43