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Description | Should we harmonize our default search profiles in Primo VE? If so, how should the default search profile be configured? |
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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 |
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Owning group | Discovery FG |
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Approver | PPC |
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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 |
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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)
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Priority | Mandatory before Go-live |
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Due date | 02/1519/2021 |
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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 |
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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 | | |