Catalog Concerns

Cataloging Concerns

This feature can be set up for either staff or OPAC (or both!) and will allow staff and/or patrons to report issues with catalog records. The reported concerns will be visible in the dashboard on the main page of the staff interface and available from the Cataloging home page.

System Preferences

OpacCatalogConcerns - allow for patrons to report concerns on bibliographic records

CatalogConcerns - allow for staff to report concerns on bibliographic records

CatalogerEmail - send an email when a concern has been reported

Staff Interface - Catalog Concerns

To report a concern on a record from the staff interface:
  1. From the bibliographic record, click the +New button at the top of the bibliographic record screen. Staff will then select New catalog concern from the dropdown menu.
  2. A dialog box will appear, which can be filled out and submitted to the catalogers for review.


  1. Once the catalog concern is submitted, the pending concern will be visible in the Concerns tab on the bibliographic record in the staff interface.
  2. If an email has been entered into the system preference, CatalogerEmail, an email will be sent to notify them of the new reported concern.

Updating and Resolving Concerns

  1. All cataloging concerns will appear on the main page of the staff interface, along with the other OPAC related actions such as purchase suggestions, patron modifications, and OPAC errors.
  2. From within the Cataloging module, this report is available to be viewed.


This report will only be visible if either the CatalogConcerns system preference or the OpacCatalogConcerns system preference are enabled.

Notes
To access this page, staff will need the Edit_Catalogue permission
  1. Once the concern is clicked, staff can make notes, resolve the concern, or assign it to another staff member. 
  2. New authorized values can assist staff in workflows, with additional ways to mark the status and resolution of the concern. If a library would like to add values to these authorized values TICKET_STATUS / TICKET_RESOLUTION, they will appear when either resolving the concern or updating the concern.
  3. Choosing the arrow next to Update will reveal the values from within the TICKET_STATUS authorized values. 


  1. Choosing the arrow to resolve the concern will display the TICKET_RESOLUTION options.


  1. Once the concern has been resolved, it will remain in this Concern Report, but marked as resolved. By default, this report will show only active concerns, but the filter on the top of the report will allow staff to see all concerns, including those that have been resolved. 

OPAC - Cataloging Concerns

The system preference, OpacCatalogConcerns, must be enabled for any of the following topics to apply.  

The system preference OpacReportProblem must also be enabled, and email addresses for the intended recipients of the concern should be entered in the CatalogerEmails system preference. Notices can be sent out about these concerns, these notices include TICKET_NOTIFY, TICKET_ACKNOWLEDGE, TICKET_RESOLVE, and TICKET_UPDATE. These notices have default language present, however libraries can alter these. 
  1. Patrons who are logged into the OPAC will be able to submit a catalog concern directly from the bibliographic record by clicking on the Report a concern option located in the gray section on the right side of their screen.
  2. A dialog box similar to the one in the staff interface will display, prompting the patron to provide details about their concern and submit it for review. An acknowledgement notice will go out to OPAC users who report a concern, and patrons will then be returned to the bibliographic record they were reporting from.

HTML Customizations

The form and text that is displayed is built into the HTML Customization Tool and can be changed. There are two sections to this form, ‘CatalogConcernTemplate’ is the form itself and the ‘CatalogConcernHelp’ is the text at the bottom of the form (“Please describe your concern clearly…”). 

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