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We are revisiting this issue in order to provide guidance and examples of the pros and cons of limiting by availability or not.

What is Filter by Availability?

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  • CDI has tens of millions of records. By default, a search will surface all CDI results regardless of availability to the library.

  • When configuring a search profile that includes the Central Index search scope, libraries can opt to “Filter by Availability” so that the search profile will not surface results that do not have full text availability. So, the only CDI records that would display would be those with full text availability.

  • This setting causes the “Expand My Results” toggle to display. Then, if a user wants to include results for CDI records that do not contain full text, they can select the Expand My Results check box.

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Default

Filter by Availability

Description

A search will return all relevant CDI results regardless of availability. Users will see electronic article and ebook results that are available online as well as those they must submit a request for.

A search will only return CDI results with full text availability. Articles and ebooks that must be requested are filtered out.

Pros

  • being able to find literally anything that's in the cdi. Risk around known item and niche materials not being surfaced when things are filtered.

  • Ex Libris expects that libraries are filtering. (that’s a pro?)

  • Hides unavailable stuff from undergraduates. Simplifies the results and gets them stuff that gets their assignments completed.

Cons

  • exposes undergrads to a lot of unavailable stuff and they did NOT like that. Looks like half the stuff in library is unavailable.

  • There is painfully bad, absolute junk in the CDI

  • Some stuff is impossible to ILL. (dissertations, that only exist in one place. Datasets. Collections of CDI like NDL)

  • Existing issue with real time availability makes some available items not show up because system isn’t processing them right.

  • grad/faculty searching for known items are unable to find what they need.

  • user selection fatigue because of all of the options on the left hand side.

  • Some confusion about “expanding” while all other filters limit results.

  • Can’t get people to toggle unfilter.

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Local Decisions

UCR: The Our default search profile, Articles, Books, and More profile is unfiltered. But we added the CDI scope to the UCR Library (IZ) search profile, , includes CDI collections unfiltered. UCR decided this for now in the spirit of providing as much access to outside resources as possible.

However, the local IZ catalog, UC Riverside Catalog, includes the CDI scope filtered by availability, and excluded excluding ebooks.

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The idea was that we wanted the UCR Library profile to show users what they could theoretically get “right now” by walking to a shelf or clicking an available online link. The only items they would have to put any kind of request on would be print items that were checked out/lost/in transit. We excluded ebooks eBooks to reduce duplication because CDI and IZ holdings do not dedupdedupe.

The second code, IZ_CRRestricted, is the MyInstitution scope modified to exclude records flagged as course reserve restricted in order to keep restricted items (such as professor copies) from surfacing outside of the course reserve search scope.

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UCSF: Our default search profile (‘Search articles, books, and more’) includes CDI collections, and we have Filter by Availability turned on

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