Library Faceting and Locations Management

Library: Libraries are the higher-level library, whether Arts & Humanities (located within Pattee) or Pattee generally (not including the libraries it contains, but all the general things like Pattee 3 Stacks) or campus such as Berks. Groupings of libraries are below.

Location: Locations are very specific and may be a floor, a particular shelf, a collection, a drawer, or an administrative code like LOST-FIX.

Campus: A facet for all libraries on that campus. Other than UP, this is 1:1 Library:Campus. This will allow us to offer several different ways to approach faceting.

UP Library: Libraries at University Park, including the broader Pattee/Paterno and Law. This will allow people to facet to a specific library located in UP.

In the Code

In traject we store this data as translations which are then used to create groupings: https://github.com/psu-libraries/psulib_traject/tree/main/lib/translation_maps

• Blacklight libraries/locations availability
• Traject list of all locations
• Traject list of all libraries
• Traject list of campuses
• Traject list of UP libraries

Libraries and Locations Mapping

Libraries

949m - library code

• Limit search to Campus or UP Library in sidebar facets
• Search by library in Advanced Search

Locations

949l - location code

• search by location in Advanced search

Libraries and Locations Facet

For facets, we will have one for all campuses and one for UP libraries. This helps people either work by location or break apart niche libraries on UP without making the facet absolutely enormous. Annex also needs to be a campus since it's not really "on" anywhere. The 949m library code will power both of them.

Campus:

• Annex
• UP
• Commonwealth List
• Hershey
• Dickinson

University Park Libraries:

• University Park Libraries list
• Pattee and Paterno Library Stacks (UP-PAT)
• Penn State Law (UP only)

Libraries and Locations Advanced Search

Libraries Advanced Search

Libraries (as one group, not subdivided) and Locations will be options on the Advanced Search page.

Locations Advanced Search

• Index locations using the label mapping currently stored in https://github.com/psu-libraries/psulib_blacklight/blob/main/app/javascript/availability/libraries_locations.json. As with libraries, an record may have items in multiple locations.

Controlled drop-down under Libraries on Advanced Search and allow multi-value search.

A list of indexing excludes is maintained in: https://github.com/psu-libraries/psulib_traject/blob/main/config/settings.yml

The use of excludes is intended to shorten the drop-down by removing the least useful options--non-descriptive and internal-use labels for the items. For example, it's impossible to distinguish between the different general stacks locations for STACKS-FE and STACKS-AA.

Libraries and Locations Search

Neither will be used for simple search. Faceting will allow users to narrow results.

Libraries and Locations Display

Neither will be displayed on single item page or search results page. The data will be in the Holdings/Availability.

Updating Locations

Libraries will rarely change names. Locations, however, are frequently added, retired, or change names -- both temporarily and permanently. Updates are currently managed through manual updates to locations files in both Traject and Blacklight. An up-to-date list of locations and associated labels is available on the Symphony server data: https://cat.libraries.psu.edu/uhtbin/Lists/locations

Because of a length limit on Description, we may make minor edits to spell out things in greater detail, e.g. Maps Library,Central Pattee,Basement- Electronic Res/Manuals becomes Maps Library, Central Pattee, Basement - Electronic Resources/Manuals

The person performing updates may need to test whether any breaking characters have been introduced. Em-dashes occasionally make it in and cause issues. Be careful when just copy-pasting.