Pika Library Locations Configuration Training Outline

Library location are typically branches of the library - there must be a location attributed to the library system, even if the library is a single site. Locations may also represent different collections (e.g. children’s collection) if the library system would like to offer that as a separate search option. Locations should be created for 

• Subdomain

  • Typically not used

  • If you’d like to access a branch specifically, this is used

    • Has to be configured by Marmot, requires DNS entries

• Code

  • Library’s code in the ILS

• Sub Location Code

  • Doesn’t do anything for Sierra libraries

• Display name

  • What displays in the header

  • Depending on theming for library system, typically toggled off

  • If IP addresses are assigned, this can be affected

• Library

  • Set to parent library system.

  • Main branch toggle only matter for branched systems

    • This only serves to bring the ‘main’ branch to the top of the branch listing when looking at hours and locations

• Address

  • Must be set to return google map thumbnail

• Phone Number

• Nearby Locations

  • Set to two nearest pick-up branches geographically

  • With branched systems, makes sense to set two closest branches within the systems

• Automatic Timeouts

  • Requires either IP address or OPAC URL to work correctly

• Basic Display

  • Can set special homelink if branch has a different homepage than the system

  • Anything that isn’t populated will follow setting for overarching system by default

• ILS Account Integration

  • Valid Hold Pickup

• Searching

  • Similar important options that MUST be set at both this level and library system level

  • Search facets

    • SuperScope: usually the same as library system setting

    • Local Collection Toggle Label : should be Branch name. May vary from local collection label in library system

    • Available Toggle Label: on shelf for checkout at branch - gives further specificity to branch (if base availability toggle is ON)

    • Available online: same considerations. 

    • Base availability toggle on local branch : usually best to turn on for branched systems when users are coming in on in-house IPs

  • Facet Label : as holdings display in left hand facets - can usually be a shorter name to save space, if desired.

• Catalog Enrichment

• Full Record Display

• Browse Categories

  • Browse categories set at the location level

• If not set, browse categories from the library system will show up on default

• Overdrive

  • Can change included collections at the branch level

• Hoopla

  • Can change at the branch level

• Hours

• Records owned

  • Records owned by that branch. 

  • If a single branch library the location will match the system

• Records to include

  • Include ‘library records to include’ dupes what is in the library systems setting.

  • Usually this is all you need to set. It’s not typical that a branch won’t display the same 

    • Children’s catalogs are a good example of those that don’t 

    • This should likely be set for older Marmot libraries since this was a newer option that was introduced after many Marmot libraries were set up initially in Pika