Hello all,

After trying very hard to convince myself otherwise, it is yet my belief that 
Evergreen needs to augment its current item organization hierarchy with an 
additional layer for proper volume (part) support.  My only intention in 
writing this email is to hopefully spur a larger discussion on this matter.  
For the purpose of this discussion, I will define volume as "a portion of a 
bibliographic whole."  

As it stands, the asset.call_number table is being overloaded to function as 
both a place to hold the call number and a place to hold volume information.  
Under non-volume circumstances, the call number (and subsequently its attached 
copy-items*) are representative of the bibliographic whole, and everything is 
simple, predictable, and working.  However, when one introduces volume 
information into the call number field, two problems result.

First, it becomes difficult (computationally) to group together the 
bibliographic wholes.  For instance, consider a minority case of three copies* 
of John Calvin's Institutes, often sold in a multi-volume set.  It is not 
uncommon for our library to have the same exact bibliographic entity in 
multiple collections serving different user needs.  Currently in Evergreen we 
might end up with something like:

Title: Institutes
    Call Number 1: CN123.A123 V.1
    Call Number 2: CN123.A123 V.2
    Call Number 3: P345.A345 V.1
    Call Number 4: P345.A345 V.2
    Call Number 5: J789.A789 V.1
    Call Number 6: J789.A789 V.2

This sort of setup is generally still useable, but what if we want to determine 
the seemingly simple question of "How many copies* of this title do we have?"?  
We cannot easily answer it, as the computer does not understand the implied 
relationship between call numbers which are only related by being mostly the 
same.  We also need to be very careful when doing simple operations such as 
changing a call number or discarding a copy*, as we need to do the same action 
multiple times.

A more complete setup would simply add a new layer to clarify things:

Title: Institutes
    Call Number 1:CN123.A123
        Part: V.1
        Part: V.2
    Call Number 2:P345.A345
        Part: V.1
        Part: V.2
...

I am using the word "Part" here to imply that this layer would be useful for 
other titles which have multiple parts that are not necessary volumes.

The second volume-related problem involves any operation which may be specific 
to a certain volume, such as holds.  If all items from the above example are 
checked out, but I need V.1, what do I place a hold on?  To address this 
concern, we would need to add some sort of "meta-volume" table.  Where call 
numbers now expressly represent a grouping of a bibliographic whole, 
"meta-volumes" are a separate but complementary grouping of like parts:

Title: Institutes
    Meta-volume 1:
        Part: V.1 (CN123.A123)
        Part: V.1 (P345.A345)
        Part: V.1 (J789.A789)
    Meta-volume 2:
        Part: V.2 (CN123.A123)
        Part: V.2 (P345.A345)
        Part: V.2 (J789.A789)

This concept is in most ways independent of the first, and could be dealt with 
separately, but I am introducing it here because I am well aware that there are 
many other ways to model all of these relationships, and recognizing this need 
might inspire a better overall model.  I have tried to focus my thoughts on a 
minimal disruption to the current structure, but perhaps this discussion will 
conclude that a larger overhaul is needed.

At this point, my primary concern is how best to deal with the 95% of cases 
which do not need this additional layer.  Ideally any changes made would 
augment the current model in an unobtrusive way.

I hope that this message can inspire an interesting and fruitful dialog.

Sincerely,
Dan Wells

* (The term "copies" is also overloaded in this discussion, as it could mean 
the physical manifestation of a single volume (part) or the entire whole, but I 
will do my best to keep things clear by referring to rows in asset.copy as 
"copy-items".)

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