Grouping Categories

Owned by Ashley Sneesby, created
Last updated: Mar 01, 2022
6 min read

This documentation describes the Grouping Categories grouping factor as used in Pika’s grouped work grouping logic.

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Grouping Categories basics

Grouping categories represent the varied manifestations any one title can have and groups bibliographic records accordingly into those categories. A grouping category is like a format but is more general.  All the formats that are grouped under a work are different manifestations or mediums of that work. 

Pika uses five overarching grouping categories to group records - Book, Movie, Music, Comic and Young. 

The grouping title, grouping author, grouping language, and grouping category can be found for any record by looking in the “Staff View” section of the Grouped Work view in Pika.  

Every record goes through a process to determine its grouping factors: title, author, category, and language. The way the grouping category is determined is that Pika follows the same format determination process as it would for indexing the record.  

  • The format determination comes from either the Bibliographic (bib) Record, Material Type, Item Level, or Specified format determination.

    • Whatever settings that are used to determine the format will drive determination for the grouping.

  • All the format determinations will go through a grouping category translation map to take the format determination value and translate that into a grouping category.

    • For Material Type, the grouping category translation map uses the code associated with the material type.  It also includes the Bibliographic (bib) Record determination values from the Format Facet Logic.  This is necessary because when a record does not have a material type set (i.e. blank or dash value) or the Material Type code is excluded from format determination, the format determination process for Material Type will fall back to the Bibliographic (bib) Record format determination. This process also exists for the grouping category determination.

    • When using the Specified Format, the Specified Category must be set as well.  (This is typically used for Sideloads of a single kind of eContent. eg. eVideos or eComics)

For libraries using bibliographic records for format determination: if the format is incorrect make sure to look at the Format Facet Logic documentation for cataloging changes that need to be made to the MARC record.

The format categories located at the top of the search screen are not the same as Grouping Categories and are only indirectly related to the Grouping Categories.  

Records that represent the same format (e.g. book, eBook, DVD) are displayed as a format manifestation on a grouped work.

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Book Grouping Category

The Book Grouping Category is the most common grouping category. It is also the catch-all grouping category.

Typical Book Manifestations:

  • Standard print (Book)

  • Audio, Audio Book

  • Audiobook

  • Auto Cassette

  • Audio CD

  • Boardbook

  • Book Club Kit

  • Book on CD

  • Braille

  • Cassette Audiobook

  • CD,

  • CD Audiobook

  • eAudiobook

  • eBook

  • Large Print

  • MP3 CD Audiobooks

  • Playaway

  • Read-Along

Other miscellaneous items that are not literally a book will display as a grouping category of book.  If this is the case, the grouping category of book does not affect the grouping because the grouping title and grouping author will not match that of a literal book.  

Typical Miscellaneous Manifestations:

  • 3Ds

  • Archival materials,

  • Atlas

  • CD-ROM

  • Chart

  • Chip cartridge

  • Collage

  • Disc cartridge

  • Drawing

  • Electronic

  • Flashcard

  • Floppy disk

  • Globe

  • Journal

  • Kindle

  • Kinect

  • Kit

  • Manuscript

  • Map

  • Microfilm

  • Musical score

  • Newspaper

  • Game systems (i.e. Nintendo, Xbox, Wii, etc.)

  • Painting

  • Thesis

  • Photo

  • Photonegative

  • Seed packet

  • Vertical file

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Movie Grouping Category

The Movie Grouping Category represents videos and films that would be watched.

Typical Movie Manifestations:

  • 4K Ultra Blu-Ray

  • Blu-Ray, DVD

  • Filmstrip

  • Motion Picture

  • Playaway View

  • Video

  • Video Cartridge

  • Video Cassette

  • Video Disc

  • Video Reel

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Music Grouping Category

The Music Grouping Category represents musical titles that would be listened to and are different from audiobooks.  Certain works that may have several iterations/performances by different performers of the same work (e.g. Classical music) have the potential to have grouping issues depending on the cataloging of the underlying MARC records.

Typical Music Manifestations:

  • CD-Music

  • eMusic

  • Music Cassette

  • Music CD

  • Music Recording

  • Musical Sound Recording

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Comic Grouping Category

Comic Grouping Category includes graphic novels and eComics.  The graphic novel (physical and electronic) is its own work, and it is not the same thing as a book, even if the graphic novel is based on a book or a retelling of a book.  The eComic is the label for electronic graphic novels and includes the more traditional comic book as well as a graphic novel. The category name Comic is shorthand for Graphic Novel and eComic.

OverDrive does not have a specific format in the metadata API to specify that an eBook is a Graphic Novel. Pika will give OverDrive titles that have a subject of  “Comic and Graphic Books” the format determination of eComic and grouping category of Comic.



Typical Comic Manifestations:

  • eComic

  • Graphic Novel

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Young Reader’s Edition Grouping Category

The Young Reader’s grouping category is based on the 250 edition statement that includes the phrase “young reader” or when titles or subtitles contain the phrase “young readers edition” in the 245|a or 245|b. The grouping category is designated as Young.

This logic forces Young Reader’s editions to group on unique grouped works.

 

 

Here is an example of the subtitle (245|b) which contains the phrase “young readers edition” with the category of Young.

 

 

 

Here is an example of the title (245|a) which contains the phrase “young readers edition” with the category of Young.

 

 

 

Here is an example of an OverDrive record with the “young readers” edition information.

 

 

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