856 electronic access link doesn't display when 2nd indicator is anything other than 0 or 1

ind2 = 2 is typically used for "related resources" like table of contents, author notes, etc. Our patrons get disappointed when they're offered a link for a resource, expect to get full-text on the other side, and end up getting much, much less than that. It's generally a waste of their time.

If this change is made, I would want it to be made such that "related resources" are very clearly distinguished from "electronic version of this resource".

Maybe something new we can build towards in the next version of Evergreen.

Oh, and I agree with Dan about splitting these additional resources into their own section like suggested.

I'm going to disagree with the original bug report here. As Dan said (way back in 2013) related resources are usually not the types of materials we expect here. I also have concerns that things would suddenly start popping up unexpected in catalogs on re-ingests that aren't wanted. Probably more of a trickle than flood but still undesired. I'm inclined to move the status of this to incomplete as I don't think it's clear this is a desired wishlist item. I'm going to ping Ben Shum on it since he set it to Wishlist but I would actually suggest marking this as invalid or won't fix.

This is actually outdated -- links for all 856s regardless of the indicators now display. The 856 should have a |3, |y, or |z to identify the type of resource. See https://gapines.org/eg/opac/record/4998761?locg=1;detail_record_view=0;query=by%20schism%20rent%20asunder

If an 856 does not have one of those subfields defining the resource, cataloging staff should add one.

I think this should be Won't fix since they do display.

I'm reopening this bug. In my testing with EG 3.5.0, 856s with ind2 = 2 are not displayed in the OPAC (PINES may have a local customization that displays them). Some Sitka libraries want the option to display the related resources that they have added to their MARC records. Evergreen should be able to support this without displaying URLs where they are not wanted.

I am getting inconsistent results -- I edited one e-resource record to 856 ind2 = 2 and the record didn't show up in the public facing opac (it does show up in OPAC view from within the staff client), much less the 856. And, editing the indicator back to 0 didn't make the record display. I didn't check this one before I edited to make sure it was displaying in the public OPAC.

Another record I edited to indicator 2 is displaying in the public OPAC, both the record and the 856.

I am not aware of a local customization in PINES for the 856 display. Chris would know for sure.

Looking for a print record with an 856 to check the display of the 856 in the public OPAC... Just looked at e-resource records this time.

I think it's unlikely we're going to get consensus on this. My thought at this time is that it could a YAOUS with default behavior being the current as to display or not if ind2 is something other than 0 or 1. We could also put some kind of descriptive element present such as "electronic version" versus "related materials".

In PINES, 856 with ind2 blank do not display. However, when I edit ind2 to 2, they do display. See https://gapines.org/eg/opac/record/6162179?locg=1;detail_record_view=0;page=0;query=title%3Apassion%20paradox%20

We do have the label Related Electronic Resources for these, so maybe there is a customization around that label that allows for 856 ind2 to display?

Any 856, regardless of the value in ind2, should display, or should be easily configurable to display.

Ind2 is also a display constant, so, for ind2 2, the display constant would be Related electronic resource -- see https://www.loc.gov/marc/bibliographic/bd856.html

The default should be to display the information in the 856 and not to suppress it, given its potential importance to users. It is not unusual for a publisher to only provide electronic access to tables, maps, or other information not included in a print resource. I don't see where there should not be a consensus on this. Exclusion of pertinent information in the OPAC display does not serve our users.

Working branch user/jeffdavis/lp1230380-856-related-resource has a fix:

https://git.evergreen-ils.org/?p=working/Evergreen.git;a=shortlog;h=refs/heads/user/jeffdavis/lp1230380-856-related-resource

If you set ctx.show_related_resources to "true" in config.tt2, 856's with ind2=2 will be displayed in a separate "More information" section in the record summary. It's currently disabled by default to be consistent with current behavior, but I agree with Elaine that it makes more sense to enable it by default. I'm also happy to use a different header if "More information" is unsatisfactory, although I think "Related electronic resources" is a bit jargon-y and unclear.

This is a bug on Terran's list but I'm not sure I'm testing it correctly.
I imported a record for an e-audio with six 856 fields. It is TCN 251. Only the ones with the second indicator of 0 or 1 are showing in the client and in the OPAC. The ones with 2nd indicator blank do not display. I did edit one field to change blank to 1 and the 856 displays in both places.

We have a lot of Overdrive records that have fields for Excerpts which I think would be helpful to users.

My suggestion for this header is: "Additional online content:. I think that's more user friendly to users, as the terms additional and online are easily recognizable.

I also tested this on Terran's server with an existing record with 856s. Edited the 2nd indication to a 2 and the link didn't appear in the opac.

Perhaps just Online content? That would cover both additional content and the resource itself

I edited one of the 856 4\ to 856 42 and the link doesn't display in the client or the OPAC.

Right now CWMARS has "Online access". I believe this is customizable because we changed it from "ELectronic resource".

I'm sorry, I missed the part about setting the value to true in config.tt2 - I've done that now.

No, still not working. Only 856 fields with a second indicator of 0 or 1 display in the client, 2nd indicator 2 and blank still do not display.

I logged out and logged back in and cleared the cache.

Not working for me either. I also went to the public facing opac for the terran server and neither 856, one with 2nd indicator 0 and one with 2nd ind 2 displayed there.

The 856 with 2nd ind 0 displayed in the staff OPAC

Tested again on rebuilt https://terran-master.gapines.org/. For record 246 -- Ready Player one.

856s with second indicator 0,1, and 2 display as desired in patron OPAC. Those with blank 2nd indicators do not.

Tested again on rebuilt https://terran-master.gapines.org/
Can confirm Elaine's test. 856s with second indicator 0, 1, 2 display; those with blank do not.
TCN 252- electronic resource (NOTE I edited the indicators just to see how the display worked)
TCN 253- book with link to online content, record imported as is.

I notice that those with second indicator 0 and 1 show under the label "Electronic resources" and those with second indicator 2 show separately under the label "More information". I may have missed the discussion on this, to make this distinction. The record I imported for a book with a link to the online contents had a second indicator of 1 so this shows as an "Electronic resource" where I would consider this a related resource, could be an example of incorrect coding?

Second indicators:
0 Resource
1 Version of resource
2 Related resource

Comment:
Most of our Overdrive records are coming through with second indicator blank for additional content such as excerpts, link to image or thumbnails. Going forward it looks like I should be changing the second indicator, at least for the excerpts, to 2. It would be great if these could display in the OPAC as more or additional information.

Tested on https://bugsquash2.mobiusconsortium.org/eg/staff/

856s with second indicator 2 does not display

856s with second indicator 0, 1 display

856s with second indicator with blank do not display (this is ok).

I think all 856s should display, regardless of the 2nd indicator

2nd Indicator Relationship
blank character No information provided
0 Resource
1 Version of resource
2 Related resource
8 No display constant generated

Tested on https://bugsquash2.mobiusconsortium.org/eg/staff/

856s with second indicator 2 does not display

856s with second indicator 0, 1 display

856s with second indicator with blank do not display (this is ok - I do not think all 856s should if the 2nd indicator is not coded).

Also tested on the mobius server found same results 0 and 1 indicators are the only ones that display in the OPAC.

As I stated earlier, I think all 856s with any valid indicator should display in the public OPAC and in the staff OPAC

Also noting here that |z Public Note no longer displays in the OPAC. I will open a bug report on that.

Removed pullrequest as per testing comments.

I haven't tested this outside our own system, but I agree with Elaine, any valid indicator should display in both versions of the OPAC. I foolishly always assumed that they were displaying with a note that spelled out what the indicators "state", and that the patron was able to make their own value judgements on if it was info they wanted to click on or not based on the labeling.

Very early in my cataloging career here I remember being told that if there was an 856 with the TOC, to just delete the 505, because it was redundant and we didn't need it taking up space in the catalog. We don't do that anymore (and rarely see 856 TOC anymore), but I am sure we still have records where this was the practice, and I can't be sure people can see the links anymore.

YOWSER! Good choice not to maintain deleting the very searchable 505.

And those 856 links might no longer be valid

I'm not sure how the wires got crossed, but the bug squashing machine for March is:

https://bugsquash.mobiusconsortium.org/eg/staff/

NOT

https://bugsquash2.mobiusconsortium.org/eg/staff/

I'm concerned that this one may not have been tested properly based on comment 23 -> https://bugs.launchpad.net/evergreen/+bug/1230380/comments/23.

Blake,

I did test on https://bugsquash.mobiusconsortium.org/eg/staff/ See record ID/TCN 22 The concerto / Abraham Veinus.

Used https://bugsquash.mobiusconsortium.org/eg/opac/home to see public OPAC