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Status

Status
colourGreen
titleDECIDED

Description

Should we harmonize our default search profiles in Primo VE? If so, how should the default search profile be configured?

Decision

We recommend harmonizing the default search profile across campuses. The default search profile should be configured to include the IZ + NZ Physical/Electronic + CDI

Owning group

Discovery FG

Approver

PPC

Stakeholders

R = Discovery FG
A = WG
C =  Campus Discovery groups, Resource Management, Acquisitions & E-Resources, Fulfillment FG
I = End User Outreach Subgroup, Digital Collections FG

Decision-making process

  • Consulted with other consortia (University at Buffalo) and local UC campus groups for feedback

  • Compared configuration options and their impact on end user experience

  • Tested existing configurations at other Primo VE institutions (CSU, SUNY)

Priority

Mandatory before Go-live

Due date

02/1519/2021

Recommendation

We do recommend harmonizing the default search profile across campuses. The default search profile should be configured to include the IZ (local collections) + NZ (entire network, both electronic and physical) + CDI

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Action/Point Person

Expected Completion Date

Notes

Status

Create document summarizing Primo Search Profile configuration options

12/11/2020

Primo Search Profiles Overview document shared in Google Drive

Complete

Ask Primo listserv for consortial experiences

01/06/2021

Complete

Deliver summary document to campus stakeholders and discuss end user needs for discovery / All Discovery FG members

01/15/2021

Complete

Consult with Resource Management, Acquisitions & E-Resources, and Fulfillment groups

02/10/2021

PPC for approval

02/19/2021