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Notes and links to reference documents | UCSC |
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Band-aid
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Target decision date
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Date decided
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.
Various reports have come in, and testing been done locally, to determine that a campus’s available inventory is not being calculated when Primo chooses a preferred record for FRBR display.
As a result, when an institution has a print item, and no electronic item, but their FRBR preferred record is set to ALMA-E, Primo will display a record for an electronic item NOT held by the institution and bury the record and availability information for the print record.
There have been several vaguely related Enhancement requests in the idea exchange, but nothing that outright addresses this problem.
Idea Exchange: "Preferred Record"
Questions to consider
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 
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Cons 
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The preferred print record isn’t always the newest print record held by the institution.
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FRBR Group Titles https://docs.google.com/spreadsheets/d/1j4BlFs4SIIe02l1kWJz2Wa9h1O9nj6PQrF_tMq5ZPio/edit?usp=sharing |
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Existing Salesforce tickets
Related Idea Exchange Posts |
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Recommendation
Describe the final recommendation/decision.
Impact
Stakeholder group | Impact |
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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
Questions:
Test Parameters
Preferred Record Configuration: Configuration → Discovery → Display Configuration → Configure Views → Select View → Brief Results
Test View: FRBR Only
Criterion | Value |
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Define FRBR display for local records | Preferred |
Enable FRBR | Yes |
Enable Dedup | No |
Criteria for FRBR preferred record | Type = Availability |
Example of ALMA-D
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For each Test View Preferred Record type:
Look for a FRBRIZED title only available in print at your campus.
Look for a FRBRIZED title only available in electronic at your campus.
Look for a FRBRIZED title that's available both in print and electronic at your campus.
UCR FRBR/DEDUP Testing 09/2022
Dependencies
Questions to consider
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
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Discovery Reopens FRBR/DeDup Conversation |
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Initial Testing done with Pros/Cons |
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Complete documentation and forward to Eresource/Resource Management for review. |
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Review feedback and Final Decision |
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Discussion, thoughts, etc.
UCR is drafting an enhancement request…
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