Page Comparison

Updates

All

• Create document on how to create local display field from MARC field from Slack thread.

Josephine is creating a document in appropriate Google document.

Finalize Restrict Resource Sharing Restriction Rules by Location decision

All

• Joe Ferrie’s Feedback (Fullfilment FG co-chair)

Discuss Xiaoli’s response

DFG have recommendation to hold off on implementing until further investigation

Primo VE November Release

Potential implications for NZ - is this something we should harmonize on?

• eBooks cannot be stricted by regular locations cases:

• Use Cases:

1. one campus has a restricted location and one campus has a loanable item. Request option is visable

2. (need to refer to recording)

Special Collections - to restrict Request and suppress links

Campuses need to thinking carefully about restricting location

What is the benefit to suppress requests with respect to the User Experience? Make the reasoning as clear as possible in the Decision page.

Terms of Use with Locations to determine suppressing links for local items might be possible.

Recommendation is to have a local designated individual(s) to have the local authority to submit restriction rules?

Talk with colleagues at local campues regarding the membership in these new SLIS governance group - ALL

Revisit next week.

Also include recommendation text on the harmonization recommendations.

Jess will update the recommendation page for next week’s meeting.

Exclude eBooks from CDI results (Primo VE Nov Release note)

Jess

Discuss Xiaoli’s response

DFG have recommendation to hold off on implementing until further investigation

Primo VE November Release

Potential implications for NZ - is this something we should harmonize on?

Headings Enrichment / Authority Record setting

All

ExLibris Documentation on Headings Enrichment

Most all have campuses have authority record setting set as false

Update on Jared’s Salesforce ticket

Let PPC know what ExL said; we checked with our campuses to see what their authority settings are and all have set to false.

Make the 930 Field Searchable in Primo

Finalize decision to move forward to consulting groups

Jess/Jared

https://uc-sils.atlassian.net/l/c/LPGJ8evU

The how-to is by Jared; The why-to is by Discovery FG

Jared created a few example records rather than reindexing the entire sandbox (requires a salesforce ticket).
Reindexing happens quarterly. Any additional reindexing must be requested.

This would create it’s own local searchable index field.

Need to clarify in decision page to not imply that it will include the “title” field when searching for a database or package.

NOTE: Jared mentioned that if you use the 930 field for local notes Dedup will default to another record and not the one that has information in 930 field.

Ready to send to RMFG, AEFG

Access Model notes

Access Model field will cause a note to display in Primo that tells users whether or not an item is limited to number of users; we’ll let CDL know how important this is for the local campuses.

Potential topic to hand off to the next group to investigate.

ExLibris has an Access Model field that can be displayed to users.

What kind of example wording exists already in the records? Is there a list.

Access Model field in the Portfolio and ACQ tab > 4th field.

See https://docs.google.com/document/d/1FLs0fVdeGvwHtmhMvvauRihfqn4347APnwif6pYFj_8/edit

Jared Campbell Set up collection for ebooks/ejournal package to test turning on this feature.

Check Ins

Discuss updates/problems/testing

All

Elizabeth - noticed duplicates in results; will send a Slack message.

FRBR / Dedup - NOTE: Jared mentioned that if you use the 930 field for local notes Dedup will default to another record and not the one that has information in 930 field.

Heather - Deduping question regarding a newspaper being mixed up with another publication. Searching for ways to break Deduping in necessary situations.

Next Meeting

Prep for next meeting

Parking Lot/Q&A

Save these issues for future discussion & comments

• Usability Testing

• MVP items for next phase

• Ebook ILL lending as it relates to discovery and limiting to availability.

Questions/comments: