Facets

Configuration options for the ‘Facets’ section of the Library System and Library Location.


Table of Contents

Facet Configuration

Go to Pika Configuration and Library Systems from the left sidebar.  

Screenshot of the library systems menu option in the pika configuration menu

Click the Library Id number, or the Edit link to gain access to the Library Systems page.

Screenshot of the library systems table highlighting the access links

Click on Searching and Search Facets.

 

Screenshot of the collapsed searching menu

 

Screenshot of the collapsed search facets menu

Facets configuration table

The Facets configuration table is located towards the bottom of the Search Facets section.  There are several available options for each applied facet with toggle checkboxes to enable or disable the given option.

Screenshot of the column headings in the facets table

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Show Above Search Results

The Format Category and Available? are configured so they can show above the results. 

Only the Format Category and Available? facets have functionality with the Show Above Search Results option.

Screenshot of the format category and available facets highlighting the the show above results facet option

Below is an example of the Format category and Available? facets that display above the search results. 

The Format Category facet displays as the icons. The Available? facets are the toggle buttons that work in conjunction with the Toggle Labels in the Searching configuration.

image-20240710-143244.png

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Show on Results Page

If the Show on Results Page option is toggled on, the facet will display on the left hand side in search results when users are performing general browsing. If the option is toggled off, the facet will only display on pages respective to the other settings.

Use the Show on Results page option for more general facets that patrons would find useful e.g. Format, Literary Form, Language, Added in the last, etc.

Screenshot of search results in the catalog, highlighting the facets displaying on the results page

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Show for Author Searches

If the Show for Author Searches option is toggled on, the facet will display on unique Author Pages. Author Pages are more narrow results for a particular author and are unique from general search results. If enabled for author searches, the respective facet will display in the Narrow Your Results section on an Author Page.

Screenshot of an author page highlighting the facets displaying

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Show on Advanced Search

If the Show on Advanced Search option is enabled, the facet will display in the Optional Filters section of the Advanced Search page.

Screenshot of the advance search page highlighting the facets displayed in the optional filters section

Some libraries opt to only display certain facets in the Advanced Search while disabling the Show on Results Page option. This configuration option allows libraries to somewhat “hide” facets from basic searching while still enabling power users or librarians to search using facets that might not be useful to general users e.g. itype or shelving location.

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Collapse by Default

If the Collapse by Default option is enabled, the facet and its corresponding menu will be collapsed on search results pages. Users will have to click on the arrow next to a facet to expand the options.

Collapsed facet

 

Screenshot of a collapsed facet highlighting the arrow to expand the menu

 

Expanded facet

 

Screenshot of an expanded facet highlighting the arrow to collapse the menu

 

Marmot staff recommend that most facets are collapsed by default, as users prefer to expand their desired facets as needed. If you opt to expand certain facets on default, Marmot staff recommends that no more than 3 facets are expanded on default, since expanded facets take up a lot of real estate on the page, especially for mobile users.

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Use More Facet Popup

If the Use More Facet Popup option is enabled, whenever a facet has more than 5 entries in the facet, clicking the More link will open a popup window with the additional options. If this option is disabled, clicking the More link will populate the additional options in the facet on the left hand side with a Less link to collapse the additional options.

 

More link

 

Screenshot of options in a facet highlighting the more link

 

Popup window example

 

Screenshot of the more options popup window

 

More in facet example

 

Screenshot of options in a facet highlighting the less link

 

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Facet Display Name

A Display Name needs to be set for every applied facet. The Display Name field is a free text field where you can either set the display value to the name of the facet or to another name that is more meaningful to your patrons.

Screenshot of the facet table highlighting the display name text entry field

For example, Literary Form commonly has the display name “Fiction/Nonfiction/More.”

Screenshot of the facet table highlighting the facet and corresponding display name

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Sort

The Sort field has two different options to sort the values that populate each facet, By number of results or Alphabetically. The default option when adding a new facet is By number of results.

Screenshot of the facet table highlighting the sort by field and its options

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Other Facet Settings

You can reorder your applied facets using the Sort option on the far left to drag and drop the enabled facet to the desired location. Use the red bubble on the the right hand side to unassign/delete a facet from the table.

Screenshot of the facet table highlighting the reorder sort option and the deletion button

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Reset Facets to Default

Use the Reset Facets To Default button to clear all assigned facets and replace with the default facets.

Screenshot of the facet table highlighting the reset facets to default button

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Copy Library Facets

The Copy Library Facets option allows you to copy the facets set from another library and apply another library’s facet options to your library’s interface.

When you click the Copy Library Facets button you will be directed to a new page. Use the drop down menu on the new page to select the library you’d like to copy facets from and click Copy Facets to apply.

Screenshot of the facet table highlighting the copy library facets button
Screenshot of the copy library search facets page, highlighting the drop down menu and copy facets button

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Add New

When you click on the Add New button, a new, blank facet will be created at the bottom of the table.  Use the drop down menu to choose the facet and sort.

When adding a new facet, all options will be enabled on default except for the Show Above Search Results option. You can edit and sort the newly added facet as appropriate.

Screenshot of the facet table highlighting the add new button and a blank facet

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Related Documentation

 

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