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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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Harmonize default search profile? | No - do not harmonize | Yes - do harmonizeNot Harmonized | Harmonized |
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Training and end-user communication artifacts can be shared among campuses. |
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Reference staff helping patrons at another UC have a consistent experience. |
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Campuses can configure search profiles their own way. |
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Include network materials in the default search profile? | No - do not include. | Yes - do includeNetwork materials not included in default | Network materials are included in default |
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End users seeking a known item at another UC would discover it via the default search scope |
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End users would not need to understand search profiles in order to effectively use the system thereby improving the experience of novice users. |
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End users can surface content imported directly into the Network Zone via the default search scope, exposing users to content they may not have otherwise known was in the system (eg. digital collections such as Calisphere) |
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End users can discover eBooks and journals from CDL packages in the default search profile. + |
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Users will not be frustrated by finding eBooks only available at another UC |
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However, it’s possible for signed-in users to initiate purchase requests for campuses that want this enabled. It can be limited by user group, e.g. faculty. | |
Advanced end users who want to see only materials available to them locally do not have to use a facet to restrict their search results. * |
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Include CDI in the default search profile? | No - do not include. | Yes - do include.CDI materials not included in default | CDI materials are included in default |
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End users would discover articles, book chapters, music, and other CDI items in the default search profile. |
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Aligns with end users' expectation (as seen in catalog analytics data and described in the literature) of a “single search” experience for finding library materials. | |
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End users would not need to understand search profiles in order to effectively use the system thereby improving the experience of novice users. |
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Advanced end users who only want to see books or other local material in their search results will not have to use a facet to restrict their results set. * |
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Advanced, known-item type search results may sometimes defy user expectations (such as book review records appearing above the record for the book) |
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However, during the test-load phase campuses will test the local boosting in Primo to see if it alleviates some known issues with more advanced searches. |
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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 | 02/0210/2021 | ||
PPC for approval | 02/19/2021 |