Facets

 

Facets

In this section, learn about:

  • What are facets?
  • Customizing and adding search facets
  • Facet definitions
  • How Aspen determines literary form
  • How Aspen determines audience
  • Setting up audience mapping

  

  

  

Facet Definitions

Facet Definitions 

  • AR Interest Level: Renaissance Learning based off ISBN- we get a weekly download- automatically taken care of in Aspen
  • AR Point Value: Renaissance Learning based off ISBN- we get a weekly download- automatically taken care of in Aspen
  • AR Reading Level: Renaissance Learning based off ISBN- we get a weekly download- automatically taken care of in Aspen
  • Added in the Last: First date that the grouped work is added to the catalog; you can do it location specific for a library system/consortium but there is sometimes issues with econtent dates and shared eresource collections. Added in the last should exlude re-ordered copies of items already owned. Generally, Aspen is looking at date created to determine this information. Re-orders might still appear if they are the only item on a bib.
    • Date added is item subfield d - date acquired in Koha. On order is pulling from status 952, subfield 7. On order is not accounted for in the other added in the last facets. On order would move to added in the last when status changes.
    • For OverDrive, Aspen uses publishDate (found in Staff View) to determine On Order and Added in the Last Status. If the title is loaded in the collection but the publication date is in the future, the record will be On Order.
  • Audience Facet: See Below
  • Author: 100 a,b,c,d,q or 110ab
  • Available At: Listing by physical location it is available at
  • Available: Toggle up at the top of search results
  • Awards: The Awards facet is pulled from the 586$a and any dates will be taken out
  • Bisac Subject: 650 field. Aspen will treat 650 fields where subfield 2 holds ""bisacsh"" OR ""bisacmt"" OR ""bisacrt"" as BISAC Subjects.
  • Branch: Who owns it; regardless of who has it or not
  • Collection: This facet is pulled from different places depending on the ILS and your ILS indexing profile. You will define where the collection lives in your marc records by going into the Aspen Administration > ILS Integration > Indexing Profiles. Click into your profile and scroll down to the 'Item Information'. Whatever subfield you choose to put into the 'Collection' field is where Aspen Discovery grabs the information for the Collection facet. You can fine tune or change the way those collections display by going into ILS Integration -> Translation Maps. You should have a map called 'collection'. The first column should hold the database codes that live in whatever item subfield you specified as the collection. The translation column is what Aspen will show in the facet list. If you want one of the collections to not display in the facet list, you will leave the translation blank for that code."
  • Corporate Name: 610 a,b,d
  • Detailed Location Branch: (owning branch) + Shelf Location (best used for special collections and when combining facets) * Will not display location name if "Include Location Name in Detailed Location" is unchecked in the ILS Indexing Profile * Only use if you are in a consortium or multi-branch system. 
  • E-Content Collection: Any integrated econtent vendors
  • Earliest Publication Year: Earliest publication year is the first year that any record in a grouped work was published (helpful for classics or replacements)
  • Era: The values for the era facet come from the following places in your bibliographic records:
    • 600$d
    • 610$y
    • 611$y
    • 630$y
    • 648$a
    • 648$y
    • 650$y
    • 651$y
    • 655$y
  • Form:
    • 0 = Non Fiction
    • 1 = Fiction
    • D = Fiction
    • E = Non Fiction
    • F = Fiction
    • H = Non Fiction
    • I = Non Fiction
    • J = Fiction
    • M = Fiction
    • P = Fiction
    • S = Non Fiction
    • U = Unknown
    • Unknown = Unknown
    • {*} = Not Coded (anything that doesn't match the above values)
  • Format: Using Format Information Chart in ILS Indexing Profiles
  • Format Category: Using Format Information Chart in ILS Indexing Profiles to group like formats; also toggle/icons at the top of search results
  • Fountas & Pinnell: Alternative to AR; 521a if the 521a starts with Guided Reading Level: {space}
  • Genre: 655 subfields a and v
  • Item Type: This facet is pulled from different places depending on the ILS and your ILS indexing profile. You will define where the item type lives in your marc records by going into the Aspen Administration > ILS Integration > Indexing Profiles. Click into your profile and scroll down to the 'Item Information'. Whatever subfield you choose to put into the 'iType' field is where Aspen Discovery grabs the information for the Item Type facet. You can fine tune or change the way those item types display by going into ILS Integration -> Translation Maps. You should have a map called 'itype'. The first column should hold the database codes that live in whatever item subfield you specified as the item type. The translation column is what Aspen will show in the facet list. If you want one of the item types to not display in the facet list, you will leave the translation blank for that code.
  • LC Call Number DISREGARD- We Will Delete
  • LC Subject: Aspen Discovery pulls LC subject facets from the 650 field and subfields: Within the 650 field: Aspen will treat 650 fields with a 2nd indicator of '0' OR '1' as an LC Subject (if a subject is BISAC, it cannot also be an LC Subject)
  • Language: The language facet is pulled from the following fields and subfields:
    • 008 in position 35-37
    • 041$b
    • 041$d
    • 041$h
    • 041$j

You can find the language codes here: https://www.loc.gov/marc/languages/language_code.html

  • Lexile Code: 521 subfield a and subfield b but only if subfield b contains the word lexile in it
  • Lexile Measure: 521 subfield a and subfield b but only if subfield b contains the word lexile in it
  • Library System: Library systems; typically within a catalog for a consortium
  • Literary Form (Nonfiction/Fiction) Facet: See Below
  • Movie Rating: 521a compare a bunch of different patterns to pull MPAA ratings out of the data into the options of G Rated, NC-17 Rated, Not Rated, NR Rated, PG-13 Rated, PG Rated, R Rated.
  • Personal Name: 600 a,b,d
  • Publication Year: 264 subfield c or the 260 c or 008 position 7-10; Aspen will give you the option to sort and you can jump to a year, 5 years, 10 years
  • Publisher: 264b and 260b
  • Rating: Ratings from logged in users rating titles within Aspen
  • Reading Level Facet: See Below
  • Region: 650$z
  • Series: Could come from a variety of fields
    • GroupedWorkSolr - addSeriesWithVolume & GroupedWorkSolr - addSeriesInfoToField
    • Novelist if the data exists in our cache
    • MARC 830anp 830v, 800pqt. If not found in the 830 or 800 fields, look at the 490.
    • OverDrive - series
    • Hoopla - series & episode
  • Shelf Location Facet: This facet is pulled from different places depending on the ILS and your ILS indexing profile. You will define where the shelf location lives in your marc records by going into the Aspen Administration > ILS Integration > Indexing Profiles. Click into your profile and scroll down to the 'Item Information'. Whatever subfield you choose to put into the 'Shelving Location' field is where Aspen Discovery grabs the information for the Shelf Location facet.

    You can fine tune or change the way those shelf locations display by going into ILS Integration -> Translation Maps. You should have a map called 'shelf_location'. The first column should hold the database codes that live in whatever item subfield you specified as the shelf location. The translation column is what Aspen will show in the facet list. If you want one of the shelf locations to not display in the facet list, you will leave the translation blank for that code.

  • Subjects: Within the 600 field: If the subfield is >= 'a' AND = 'j' AND = 'x' AND = 'a' AND = 'j' AND = 'x' AND = 'c' AND = 'k' AND = 'p' AND = 'x' AND = 'f' AND = 'k' AND = 'r' AND = 'v' OR >= 'x' AND = 'a' AND = 'v' OR >= 'x' AND = 'a' AND = 'v' OR >= 'x' AND = 'a' AND = 'v' OR >= 'x' & = 'x' AND

  • Topics: "The values for the topic facet come from the following places in your bibliographic records:
    • 600$a
    • 600$x
    • 610$x
    • 611$x
    • 630$x
    • 648$x
    • 650$a
    • 650$x
    • 651$x
    • 655$x
    • With the Topics facet, if you are using the Personal Name and/or Corporate Name facet, you can choose to exclude the 600 and 610 from the Topics facet. To update this, go to Aspen Administration > ILS Integration > ILS Indexing Profiles > check/uncheck
  • Translations: 041 b, 041b, 041h, and 041j

 

Updated 2023-03-13 km bws
Customizing Facets

Grouped Work Facets

Grouped Work Facets refers to the facets listed on the side of a search page. Facets enable users to select filters to narrow down their search results. Within grouped work facets settings, you can define which facets to display, in what order, and more.

By default, Aspen Discovery comes populated with several grouped work facet profiles specific for library types: academic, consortia, public, schools. 

To get started, navigate to Aspen Administration > Catalog / Grouped Works > Group Work Facets.

For libraries with a single catalog, you should only need one Grouped Work Facets setting. For consortium with individually scoped catalogs for member libraries, you can all choose to share a single setting, or create new Grouped Work Facets settings for each library to customize.

To edit grouped work facets, click the ID button or the Edit button on the far right. You will also see a History button underneath, which will take you to a history of changes made to that specific setting. To compare differences between any two Grouped Work Facets settings, click the checkbox next to the settings you wish to compare, then click the Compare button. 

 

 

Facet Customization

There are approximately 40 facets to choose from. Aspen comes with a default set of the most popular facets pre-loaded in, but you can switch out existing facets using the dropdown selector, or click Add New to add additional facets.

 

 

The first two facets, Format Category and Available?, correspond to the grouped work format toggles and the availability toggles, respectively. Do not remove or modify these facets!

 

 

Here are the facet setting options explained:

  • Sort - Drag and drop facets to reorder them from top to bottom.
  • Facet - Choose from one of the pre-set facet options.
  • Display Name - Choose how you want the facet to display.
  • Plural Display Name - The plural of previous "Display Name" field.
  • Show Above Results - This option is for the Format Category and Available? facets only.
  • Show on Results Page - Display the facet on the search results page.
  • Show on Advanced Search - Display this facet on the Advanced Search page.
  • Multi Select? - Allows patrons to select two or more filters within a facet. Multi Select turns the search into an "OR" search rather than an "AND" search.
    • Example: Using a Format facet that allows multi select, a user could choose the 'Book' format and the 'Audiobook' format to find results that are EITHER Book OR Audiobooks.
  • Can Lock? - Allows users to lock a facet. Locking a facet allows patrons to keep their locked-in selection for any search they make until they unlock the facet. While users are logged in, Aspen will remember that a facet has been locked until they choose to unlock it.
    • Example: A user who only reads Large Print may want to lock the Format facet so that they can continue searching without having to re-select "Large Print" for every new search.
  • Collapse by Default? - Check this if you want this facet collapsed; uncheck if you want it open.
  • Use More Facet Popup - Checking this allows users to view facet options in a popup modal window when there are more than 12 options. If the facet contains 12 or less options, or if the More Facet Popup isn't selected, then clicking "...More" will vertically expand the filter to display all options. If you know a facet will have many potential options, we recommend having this checked.
  • Translate? - Check to make the options within this facet translatable when users switch to a different language interface.
  • Sort - Choose between "By number of results" and "Alphabetically".
    • Note: To show rankings by the most relevant available options, you would want to check "By number of results". When you click on "More..." the results will then be listed alphabetically.
    • Here is an example from the Language facet, showing the most relevant results first, and then a list of results in alphabetical order:

 

   

 

  • Num Entries - Choose how many of the top results show in each facet. 
    • Example: In the photo above of the Language facet, five results show before prompting the user to see more. If you change the Num Entries to a higher number, they can see more available languages before having to click "More...".
    • Example: If you have six locations in your system, but the "Available At" facet is set to display five results, users will have to click "More..." to see all six locations. Instead, change the Num Entries to "6" and all of your locations will display without users having to click to see more.

Once these settings are saved, your results will update immediately.

Facet Combinations

When selecting options from multiple different facets, Aspen performs AND searches for the following:

  • Format
  • Format Categories
  • Available At
  • Availability Toggle
Facet Counts

Due to the nature of grouped works and FRBRization, facet counts become complex when combining multiple facets, availability and format toggles. In the 22.06, we gave libraries more control over their facet display counts. 

The available options are in Aspen Administration > Catalog/Grouped Works > Grouped Work Display > click into your settings > Facet Counts to Show

 

 

Show all counts (exact and approximate) 

This will show exact facet counts as well as approximate counts

 

Show exact counts only

This will show exact counts and hide approximate counts

 

Show no counts

This will not show any facet counts

 

Facet Result Limits / Searching Facets

Facets have a limit of 100 results based on search result relevancy. For example: if I perform a search for "dogs," then click the Subject facet, I will only see up to the top 100 subjects related to my search. This is also why, when performing a blank search, you very likely will not see all available facet options. Facets like Subjects, Genres, and Collection Codes can have hundreds to thousands of results. 

For any given search, Aspen will display the top 100 most relevant results per facet, in order from the highest (most relevant) to the lowest (least relevant).

 

 

However, you can search among all available results within facets if you don't see the result you're looking for based on relevancy.

To search a facet, expand the facet and click "more..."

 

Type what you're looking for in the facet search box and click Search.

 

After a few seconds, the search will retrieve your results among all the options for this facet.

 

Click the checkbox next to any filters you want, then click Apply to see the new search results.

 

2023-03-14 md bws
Translating Results Within Facets

Translating the results within the facets are OFF by default in translation mode. For facets, such as Subject, there are thousdands of words that may never need to be translated so we keep this off for speed and performance.

To turn translation on for specific facet results (example: Changing OverDrive to Libby), go to Catalog/Grouped Works > Grouped Work Facets > edit the facet setting.  Navigate to the facet that you want to translate within and check the box for "Translate?"

 

 

Once you return to the search results, open up the search facet and click Start Translation Mode in the top-right corner of the screen. You will now be able to translate the options within the facet(s).

 

Note: If you have multiple Grouped Work Facets settings attached to different catalogs, and you'd like the same facets translatable for all of them, you must repeat this process for all applicable Grouped Work Facets settings. 

Literary Form Facet

Literary Form Facet

Literary Form Facet

In order to determine the literary form Aspen determines fiction vs. nonfiction by various checks through the biblio record.

First, the code looks at the leader positions 6 and 7. If position 6 = 'A' or 'T' and position 7 = 'A', 'C', 'D' , or 'M', the code goes to the 006 field. If the 006 is more than 16 characters long, Aspen uses the literary form criteria specified by the Library of Congress standards. You can find those specifications here for the 006: https://www.loc.gov/marc/bibliographic/bd006.html

If Aspen is unable to determine the literary form based on the 006, it then goes to the 008. Aspen confirms the 008 contains more than 33 characters, then uses the literary form criteria specified by the Library of Congress standards. Literary form is defined in position 33 of the 008. You can find the specifications here for the 008 here: https://www.loc.gov/marc/bibliographic/bd008.html

Example: if the 008, position 33, is coded to "Not Fiction," then the literary form will be "Non Fiction."

At this point, the code looks at the subjects in the 650$v and 651$v. Additionally, there are some checks to look in the 655$a. The code looks for specfic subjects and determines nonfiction vs. fiction. You can see below the list of subjects per literary form.

Fiction

  • Cartoons and comics
  • Children's fiction
  • Comedy
  • Comic books, strips, etc
  • Comic books,strips, etc
  • Drama
  • Dramas
  • Fantasy
  • Fictional Works
  • Folklore
  • Humor
  • Humor, Juvenile
  • Humour
  • Juvenile drama
  • Juvenile fiction
  • Juvenile Humor
  • Juvenile Poetry
  • Junior fiction
  • Legends
  • Mystery fiction
  • Novela juvenil
  • Novela
  • Novels
  • Poetry
  • Romances
  • Satire
  • Science fiction comics
  • Short stories
  • Stories
  • Wit and humor
  • Young adult fiction

If any of the above subjects are in the 650$v or 651$v, they will have a fiction literary form.

Non Fiction

  • Autobiography
  • Biography
  • Biographies
  • Case studies
  • Catalogs
  • Cookbooks
  • Dictionaries
  • Dictionaries, Juvenile
  • Encyclopedias
  • Encyclopedias, Juvenile
  • Essays
  • Guidebooks
  • Guide-books
  • Handbooks
  • Handbooks, manuals, etc
  • Interviews
  • Juvenile non-fiction
  • Letters
  • Maps
  • Nonfiction
  • Non-fiction
  • Personal narratives, American
  • Personal narratives, Polish
  • Personal narratives, Sudanese
  • Personal narratives, Jewish
  • Personal narratives
  • Problems, exercises, etc
  • Recipes
  • Diaries
  • Designs and Plans
  • Reference books
  • Travel guide
  • Textbook
  • Atlas
  • Atlases
  • Study guides

If any of the above subjects are in the 650$v or 651$v, they will have a non fiction literary form.

If the 655$a has instructional film or educational film then the literary form will be non fiction.

If the 008 or 006 literary form conflicts with the literary form from the subjects, the subjects take precedence. If a record has multiple subjects that conflict with one another, the literary form with the most subjects will take precedence.

Hide Unknown and Not Coded Literary Forms

In Aspen Administration > ILS Indexing Information > Item Information, you can click the checkboxes for Hide Unknown Literary Forms and Hide Not Coded Literary Forms to eliminate literary forms that are neither Fiction nor Non-Fiction from the Literary Form facet.

 

 

How the facet displays when boxes are checked:

 

How the facet displays when boxes are unchecked:

Map Literary Form to Collection Code, Shelving Location or Other Subfield

In Aspen Administration > ILS Integration > Indexing Profiles >

Then, in Literary Form Subfield, type in the subfield you want to use (exp: 8, c, z, etc.)

You'll probably want to check both Hide Unknown Literary Forms and Hide Not Coded Literary Forms for things that don't map directly to fiction or non-fiction. 

Next, go to ILS Integration > Translation Maps > Add New > give the map this name: literary_form

Save your changes and exit the settings. Aspen will automatically begin to load shelf location codes from your ILS in the "Value" column.

Then, you can come back in and start filling in the translation field with either Fiction or Non Fiction.

The Literary Form facet will begin to update and results will be fully refreshed after an overnight index.

 

Updated 2023-04-27 km bws

Reading Level Facet

Reading Level Facet

Reading Level Facet

The determination coming from the bib record for the 'Reading Level' facet is based first on leader to determine the record type. Then based off of the Library of Congress recommendations, we grab the reading level from the 008 and the 006. You can see those recommendations in their entirety here:

https://www.loc.gov/marc/bibliographic/bd008.html

https://www.loc.gov/marc/bibliographic/bd006.html

If position 6 of the leader is 'A' or 'T' and position 7 is 'A','C','D' or 'M' then the record type is 'Books'. If position 6 of the leader is 'M' then the record type is 'Computer Files'. If position 6 of the leader is 'C', 'D', 'I' or 'J' then the record type is 'Music'. In all of these instances, we then go to the 006 or 008 to determine the reading level.

If position 6 of the leader is 'G', 'K', 'O', 'R', or does not exist then the record type does not have an reading level determiner and we classify that as 'unknown'.

We then move onto the 006 and we look at position 5 to determine the reading level. The reading level is mapped in the following way:

  • A = Preschool (0-5)
  • B = Primary (6-8)
  • C = Pre-adolescent (9-13)
  • D = Adolescent (14-17)
  • E = Adult
  • F = Special Interest
  • G = General Interest
  • J = Juvenile
  • Juvenile = Juvenile
  • Adult = Adult
  • Easy = Easy Reader
  • YA = Young Adult
  • Unknown = Unknown
  • | = No Attempt To Code
  • '*' = Unknown

We then move onto the 008 and we look at position 22 to determine the reading level. The reading level is mapped in the following way:

  • A = Preschool (0-5)
  • B = Primary (6-8)
  • C = Pre-adolescent (9-13)
  • D = Adolescent (14-17)
  • E = Adult
  • F = Special Interest
  • G = General Interest
  • J = Juvenile
  • Juvenile = Juvenile
  • Adult = Adult
  • Easy = Easy Reader
  • YA = Young Adult
  • Unknown = Unknown
  • | = No Attempt To Code
  • '*' = Unknown

If the reading level is undetermined from any of the above logic, the reading level will default to "Unknown".

Keep in mind many econtent vendors do not supply this data, so this may cause high counts of Unknown reading level.

 

Audience Facet & Determining Audience

In Aspen Discovery, you can configure the audience data to pull from either bib level data, collection, shelf location or a specified subfield.

In order to do this you will need to configure that in ILS Integration > Indexing Profile -> 'Determine Audience By'.

The default is By Bib Record Data.

If you choose another option beside the default, you will need to create an Audience translation map called 'audience'. Then, Aspen will reference the mapping first and if it does not exist, is blank, or if it is econtent, Aspen will default to the bib record data.

Determine Audience By Bib Record Data

Determine Audience By Bib Record Data

The determination coming from the bib record for the 'Audience' facet is based first on leader to determine the record type. Then based off of the Library of Congress recommendations, we grab the audience from the 008 and the 006. You can see those recommendations in their entirety here:

https://www.loc.gov/marc/bibliographic/bd008.html

https://www.loc.gov/marc/bibliographic/bd006.html

If position 6 of the leader is 'A' or 'T' and position 7 is 'A','C','D' or 'M' then the record type is 'Books'. If position 6 of the leader is 'M' then the record type is 'Computer Files'. If position 6 of the leader is 'C', 'D', 'I' or 'J' then the record type is 'Music'. In all of these instances, we then go to the 006 or 008 to determine the audience.

If position 6 of the leader is 'G', 'K', 'O', 'R', or does not exist then the record type does not have an audience determiner and we classify that as 'unknown'.

We then move onto the 006 and we look at position 5 to determine the audience. The audience is mapped in the following way:

  • A = Juvenile
  • B = Juvenile
  • C = Juvenile
  • D = Young Adult
  • E = Adult
  • F = Special
  • G = General
  • J = Juvenile
  • Juvenile = Juvenile
  • Adult = Adult
  • Easy = Juvenile
  • YA = Young Adult
  • Unknown = Unknown
  • | = Unknown
  • '*' = Adult

We then move onto the 008 and we look at position 22 to determine the audience. The audience is mapped in the following way:

  • A (Preschool) = Juvenile
  • B (Primary) = Juvenile
  • C (Pre-adolescent) = Juvenile
  • D (Adolescent) = Young Adult
  • E (Adult) = Adult
  • F (Specialized) = Special
  • G (General) = General
  • J (Juvenile) = Juvenile
  • | (no attempt to code) = Unknown
  • # (unknown or not specified) = Unknown
  • * = Not Coded (anything that doesn't match the above values)
  • Juvenile = Juvenile
  • Adult = Adult
  • Easy = Juvenile
  • YA = Young Adult
  • Unknown = Unknown
  • | = Unknown
  • *' = Adult

If the audience is undetermined from any of the above logic, the audience will default to "Unknown".

Determine Audience by Collection

Map Collection Codes to Audience

1. Visit ILS Integration > Indexing Profile > 'Determine Audience By' > Item Collection Using Audience Map. 

2. Verify that the specified subfield for collection code is correct here:  ILS Integration > Indexing Profile > Item Information > Collection

3. ILS Integration > Translation Maps > Click Add New. Give this map the name:  audience

4. In the Value field, enter in the Translation that appears in the Collection translation map. In the Translation field, enter in the Audience that corresponds with each collection code.

 

Note: You must use a value that Aspen recognizes in the Translation column: Adult, General, Young Adult, or Juvenile. If you wish to change the display of one or more of these audience categories, you may do so with Aspen's translation mode. To translate Audience labels within a facet, turn translations on for that facet in Grouped Work Facets.

 

If a collection code doesn't map neatly to a specific audience, or if a variety of audiences are possible, leaving the Translation field blank will have Aspen default to the bib level determination. You can also input "General" as a catch-all audience. 

 

 

Updated 2023-01-11 - md bws
Determine Audience by Shelf Location

Map Shelving Locations to Audience

1. Visit ILS Integration > Indexing Profile > 'Determine Audience By' > Item Shelf Location Using Audience Map. 

2. Verify that the specified subfield for shelving location is correct here:  ILS Integration > Indexing Profile > Item Information > Shelving Location

3. ILS Integration > Translation Maps > Click Add New. Give this map the name:  audience

4. Save your changes and exit the settings. Aspen will automatically begin to load shelf location codes from your ILS in the "Value" column.

5. Once fully loaded, edit the audience map once again. In the Translation column, enter in the audience that corresponds to each shelf location code.

 

 

Note: You must use a value that Aspen recognizes in the Translation column: Adult, General, Young Adult, or Juvenile. If you wish to change the display of one or more of these audience categories, you may do so with Aspen's translation mode. To translate Audience labels within a facet, turn translations on for that facet in Grouped Work Facets.

 

If a shelf location doesn't map neatly to one specific audience, or if a variety of audiences are possible, leaving the Translation field blank will have Aspen revert to the bib level audience determination. You can also input "General" as a catch-all audience. 

6. Save the settings. Audience designations will fully update for records after the overnight index.

 

Updated 2023-01-11 - md bws

Determine Audience by Specific Subfield

Map a Subfield to Audience

If you specifiy audience in your record data, you can map a specific subfield to audience.

1. Visit ILS Integration > Indexing Profile -> 'Determine Audience By' > Specified Item Subfield Using Audience Map. 

2. Fill in the subfield where you store audience data in ILS Integration > Indexing Profile > Item Information > Audience Subfield.

3. Visit ILS Integration > Translation Maps > Click Add New. Give this map the name:  audience

4. In this audience map, add your specified subfield values in the Value column and the corresponding Audience in the Translation column.  If a subfield value doesn't map to a specific audience, or if a variety of audiences are possible, leaving the Translation field blank will have Aspen default to the bib level determination. You can also input "General" as a catch-all audience. 

 

 

Note: You must use a value that Aspen recognizes in the Translation column: Adult, General, Young Adult, or Juvenile. If you wish to change the display of one or more of these audience categories, you may do so with Aspen's translation mode. To translate Audience labels within a facet, turn translations on for that facet in Grouped Work Facets.

Mapping Audience with Regular Expressions (Regex)

By selecting Use Regular Expressions in the Audience map, you can use regex to map large amounts of data without having to manually enter each value in the Audience map. In this example, the library is using shelf location for their audience map. With 4 fields and a lot of regex, they are telling Aspen that anything matching those shelf location codes matches the translated value they have set for audience. 

Audience for eContent (via API)

OverDrive

  • For OverDrive titles, Aspen looks for subjects that indicate Juvenile or YA. If those don't exist, it assumes Adult. This data count be found within the detailed record page > Staff View.

 

Hoopla

  • We check if the 'Children' flag is on, then we check the rating. If we don't get the 'Children' flag or the rating, we check the genres.
    • When determining audience for Hoopla titles by genre, anything with a genre starting with Young Adult is Young Adult.
  • NRC (Not Rated - Appropriate for Children) titles have an audience of Children
  • NRT (Not Rated - Appropriate for Teens) titles to have an audience of Young Adult
  • If a TV show has a rating of G or TVG, the audience will also be "General"

This data can be found within the detailed record page > Staff View.

Below is an example of a Hoopla title with the "Children" flag on (value = '1').

 

Below is an example of a Hoopla title with no value in the "Children" flag. The genre is "Drama" and there are no genres indicating the audience should be Young Adult, so Aspen will use the Adult audience for this title.

 

cloudLibrary

  • Aspen uses the bib data to determine audience.



Updated 2023/03/13 - md bws
Where Do I Find the Audience Map?

You can locate your audience map in a variety of ways:

 

Edit an Existing Audience Map in ILS Integration > Translation Maps

 

 

 


 

Edit an Existing Audience Map in ILS Integration > Indexing Profiles

 

 

Scroll all the way to the bottom:

 

 


 

Add a New Audience Map

Not seeing an existing Audience Map in either of the above areas? Click Add New in either section above to create an Audience Map. Name it: audience

Once you save, you can start specifying values and fields. 

Dealing with Unknown Audience

If the audience is still undetermined from any of the Bib Record Data logic or item mapping, the audience will default to Unknown.

In Aspen Administration > ILS Integration > Indexing Profiles > Treat Unknown Audience As, you can choose for these Unknown audiences to automatically change to either:

  • General
  • Adult
  • Unknown (stay as is)

Subject Facet

Hiding Subjects

In Aspen Administration > Catalog/Grouped Works > Hidden Subjects you can choose to hide subjects from your Subjects Facet. This helps clean up the display and remove subject information that might be duplicated elsewhere that is more beneficial for a user. 

For example, Audiobooks as a subject is probably already covered in Formats and might make sense to hide. 

Add a New Hidden Subject

Click on Add New and start searching for your subject. 

Searches will start to populate as you type based on your subjects from your MARC Records and eContent collections.

Once you select a subject, click save.

This will take an overnight indexing process to be reflected in your facets. 

This will not remove the subjects from your ILS data, it will only affect the user display within Aspen.

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