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Copy 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 copy 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 copy locations.

This feature allows staff to create and name sets of copy 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 copies in one of the copy locations within the group. Groups can live at any level of the library hierarchy and may include copy locations from any parent org unit or child org unit.

Note

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

Create a Copy Location Group

  1. Click Administration → Local Administration → Copy 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 copy location group. The copy locations associated with the org unit appear in the Copy Locations column.
  3. In the column called Location Groups, click New.
  4. Choose how you want the copy location group to display to patrons in the catalog’s org unit tree in the OPAC. By default, when you add a new copy 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 copy location group visible to users searching the public catalog, check the box adjacent to Is OPAC visible?
  6. Enter a Name for the copy location group.
  7. Click Save. The name of the Copy Location Group appears in the Location Groups.
  8. Select the copy locations that you want to add to the group, and click Add. The copy locations will populate the middle column, Group Entries.
  9. The copy location group is now visible in the org unit tree in the catalog. Search the catalog to retrieve results from any of the copy locations that you added to the copy location group.

Order Copy Location Groups

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

  1. Click Administration → Local Administration → Copy Location Groups.
  2. Three icons appear next to each location group. Click on the icons to drag the copy 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 copy location groups.
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Modifying copy location order Home Chapter 29. Importing materials in the staff client