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Status

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titleIN PROGRESSnot started

Description

Assess the current FRBR behavior and compare it to expected behavior and user needs

Decision summary

Owning group

DISC

Approver

Final decider; group with the authority to approve the decision. Unless multiple groups are affected or additional staffing or finances are required, your group can approve its own decisions.

Consulted

Informed

Groups/individuals who need to know about this decision.

For broad-reaching decisions, SILS has a cohort-wide email list (SILS-Cohort-L@ucop.edu) and slack channel for all SILS members #all-cohort. SILS News email list reaches ~500 self-subscribed UC staff (SILS-News-L@ucop.

Impact

Highedu)

Decision-making process

Describe the process your group will use to make the decision.

Priority

High

Dependencies with other groups

Optional: recommendations on which group(s) might be assigned the workTarget decision date

[type // to add Date]

The date your group aims to make the decision. Allow time for consulting.

Date decided

[type // to add Date] You must add a date field for it to sort properly. It will not sort if you simply type the date.

The date the Approver approves the decision.

Notes and links to reference documents

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/010Configuring_Discovery_Views_for_Primo_VE#Configuring_FRBR.2FDedup_Display_Options

UCSC FRBR Group Titles https://docs.google.com/spreadsheets/d/1j4BlFs4SIIe02l1kWJz2Wa9h1O9nj6PQrF_tMq5ZPio/edit?usp=sharing

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/090Dedup_and_FRBR_for_Primo_VE/010Understanding_the_Dedup_and_FRBR_Processes_(Primo_VE)

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Existing Salesforce tickets

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Band-aid

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Target decision date

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Related Idea Exchange Posts

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/44838484-preferred-record-for-dedup-and-frbr-to-also-apply

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/43324767-add-new-criterion-to-suppress-dedup-frbr-rules

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/42944853-allow-boosting-iz-records-when-displaying-frbr-gro

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/20552215-sort-date-of-frbr-groups-in-date-sorted-results-li

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/39898462-in-primo-ve-and-in-consortial-alma-setup-display

Recommendation

Describe the final recommendation/decision.

Impact

Stakeholder group

Impact

Who does this decision affect? [name of the group]

Explain the significance of the decision to EACH stakeholder group. How will this decision impact this particular group? What will change? Do they need to take any action? If so, when?

Reasoning

Background

While troubleshooting an issue with deduplication in https://uc-sils.atlassian.net/wiki/spaces/DIS/pages/1878425630/DDA+Records+deduped+with+NZ+Records+aren+t+displaying+request+link+when+signed+in , we discovered that the preferred record behavior may not be as expected.

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There have been several vaguely related Enhancement requests in the idea exchange, but nothing that outright addresses this problem.

Idea Exchange: "Preferred Record"

Search Parameters

For each Preferred Record Criteria setting:

  • Look for a title only in print at your campus.

  • Look for a title only in electronic at your campus.

  • Look for a title that's both print and electronic at your campus.

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Options Considered [remove if not needed]

FRBR Preferred Record Criteria

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ALMA P

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ALMA E

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ALMA D

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Description

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Pros (tick)

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UC Berkeley

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC Davis

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC Irvine

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC Los Angeles

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC Merced

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC Riverside

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

The preferred print record isn’t always the newest print record held by the institution.

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UC San Diego

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC San Francisco

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC Santa Barbara

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

UC Santa Cruz

Option 1

Option 2

Option 3

Description

Preferred Record:
ALMA P

Preferred Record:
ALMA D

Preferred Record:
ALMA E

Pros

Cons

Dependencies

Questions to consider

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Discussion, thoughts, etc.

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