Sorting profiles

Sorting profiles are a collection of sorting rules that can be applied to administrative users (librarians, etc.) as well as SIP2 users.

With these rules, Cicero can write a predefined message to the user when a material that matches a given rule is checked in. For the SIP2 user, Cicero can send a predefined bin value via SIP2, which the machine can use for sorting, for example.

Cicero comes with a default sorting profile (called Initial) aimed at administrative users. It contains selected common messages to the user when they check in interlibrary loans and reserved materials.

Sorting profiles are created/edited as follows:

1. Click "Create sorting profile" to create a sorting profile, or click an existing sorting profile in the table.
2. Enter the profile's name
3. Enter a description if relevant
4. Specify which branches the profile can be applied to.
5. Click "Save".

Once a sorting profile is saved, sorting rules can be set up on it (see below).

Setting up sorting rules

For a sorting profile, you can specify sorting rules that determine where a checked-in material should be placed/sent to. Since a material can match multiple sorting rules, depending on whether the material is reserved or where it is shelved, for example, the sorting rules are prioritised, so the highest-priority rule that matches the material is always the one selected.

Sorting rules are set up as follows:

1. Open a sorting profile and go to the "Sorting rules" tab

2. Click "Add sorting rule" at the bottom of the page to create a new rule, or click an existing sorting rule in the table to edit the rule. If you want to create a sorting rule similar to an existing rule, you can click the "Copy" icon next to a given rule.

3. Fill in General information:
   • Name and output
     • Name of the sorting rule
     • Bin: Used in sorting masks to determine how the material is sorted if it meets the sorting rules. Note that you can enter values other than numbers in the 'bin' field when dealing with self-service machines.

     • Sorting message: Message shown when the material is checked in in Cicero Mobile, Cicero Slide or the SIP2 self-service client. See Variables for sorting messages for an overview of which variables can be used in the sorting message (e.g. placement information).

4. Fill in the criteria that a material must meet to match the sorting rule.
   • Material information:
     • Material group
     • Floating group
     • Handling tag
     • Reserved: If "Yes" is selected, you can choose additional rules related to the reservation (Special handling, Collection branch, Patron group)
     • Interlibrary loan: If "Yes" is selected, you can also specify a particular lending library
   • Placement:
     • Enter details about the material's placement. It is not possible to create a rule that matches materials without a specific placement. If a rule is created where certain fields are left blank, e.g. for sub-location, then all materials will be matched.
     • NOTE! It is suggested to assign a special shelf location to materials whose compensation has been sent for collection, so that these are easy to sort. Note that the material does not automatically receive a special shelf location when a compensation is sent for collection.
   • Bibliographic record info:
     • Classification
     • Alphabetical shelf location element
     • General material designation (009a)
     • Specific material designation (009g)
     • Comics, children's picture books and drama (038a)
     • Music recordings, etc. (039a)

     • NOTE! For classification as well as the alphabetical shelf location element, a truncation wildcard can be used. For example, you can enter "70.*" in classification to match all DK5 codes beginning with "70.". You can also match on a range of different letters. If, for example, "[a-iA-I]*" is entered as the alphabetical shelf location element, all materials whose alphabetical shelf location element begins with an uppercase or lowercase letter between A and I (both included) will be matched. Only DK5 can be used in classification.

5. Set the prioritised order.

   • If there are multiple rules, they can be moved up or down in the priority list using drag 'n' drop. It is recommended that rules targeting specific shelf locations or branches are given higher priority than rules of a more general nature.

6. Click "Save".

Codes in the overview of sorting rules

The table shows the sorting rules created on the individual sorting profile. The codes in the sorting rules indicate the following settings:

Code	Meaning
mg	Material group
fg	Floating group
re	Reserved
sh	Special handling
ra	Collection branch
rl	Patron group
fl	Interlibrary loan
ff	Lending interlibrary loan branch
pl	Placement
dk	DK5
ao	Alphab. shelf loc. element
gm	Gen. mat. desig. (009a)
sm	Spec. mat. desig. (009g)
mo	Music shelf location (039a)
bo	Pict./children's shelf location (038a)

Variables for sorting messages

The table shows the variables that can be used in the sorting message. The variables are inserted using the syntax ${variablename} and are automatically replaced with the relevant value when the message is shown.

Sorting messages can be set up in Admin → Sorting profiles → Sorting rules.

Example: "Sent to ${data.destinationBranch}" will show "Sent to Hovedbiblioteket" if the material is to be sent to Hovedbiblioteket.

Field	Description	Example
data.destinationBranch	The name of the branch the material is to be sent to.	Brædstrup Bibliotek
data.loanerGroup	The patron's patron group. Empty value if there is no patron.	0a
data.loanerName	The name of the patron. Empty value if there is no patron.	Jens Jensen
data.loanerNumber	The patron's patron no. Empty value if there is no patron.	657878345
data.loginBranch	The name of the login branch.	Brædstrup Bibliotek
data.pickupBranch	The name of the collection branch. Empty value if there is no reservation.	Endelave Bibliotek
data.placementBranch	The name of the material's placement branch	Brædstrup Bibliotek
data.placementBranchShortName	The short name of the material's placement branch	BRD
data.placementDepartment	The material's placement (department)
data.placementDepartment.name	The department's full name	Skønlitteratur
data.placementDepartment.shortName	The department's short name	SK
data.placementSection	The material's placement (section)
data.placementSection.name	The section's name	Voksen
data.placementSection.shortName	The section's short name	VOK
data.placementLocation	The material's placement (shelf location)
data.placementLocation.name	The shelf location's name	Voksen
data.placementLocation.shortName	The shelf location's short name	VOK
data.placementSublocation	The material's placement (sub-location)
data.placementSublocation.name	The sub-location's name	Voksen
data.placementSublocation.shortName	The sub-location's short name	VOK