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Stakeholder group | Impact |
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End User | Enabling the "Exclude eBooks from CDI results" setting will lead to a less confusing display of available resources, fewer duplicate records in the results, and provide users with an overall cleaner, uncluttered interface. However, in some cases it may hide records the user would like to see. |
Discovery OST | Decreases the time required to address confusing Primo VE results for both library staff and users. |
E-Resources OST | Increases uncertainty regarding why certain records may not appear in Primo VE, and selecting this configuration doesn’t allow for individual exceptions. |
CDL Shared Collections | Raises uncertainty regarding why records may not appear in Primo VE. |
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When the Discovery OST resumed reviewing this option, we encountered challenges related to the unpredictable interaction between Primo VE features. This unpredictability stems from several factors, including inadequate documentation and the unpredictable effects of the Network Zone on individual Institution Zones.
- ‼️ [Two screenshots. One that shows with this setting off and the other with the setting on.]
The below screenshots show the configuration of the Exclude CDI eBooks setting for a search profile.
Exclude CDI eBooks turned on:
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Exclude CDI eBooks turned off:
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Advantages and Disadvantages
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Understanding how some search configuration features interact and how they’re supposed to work alongside other settings is difficult. Testing is further complicated by the differences between sandbox and production environments. Even with the existing documentation as a guide, search results don’t always act the way we expect them to when we adjust these options. Due to these challenges, we’ve struggled to identify which configurations might lead to issues with this setting. To really understand the impact and pain points of this feature, we need to see how the settings impact real users conducting actual searches across different setups, not just in a controlled environment. Additional data on unsuccessful or undesirable search results would allow us to identify how the setting actually impacts results and allow us to test solutions and workarounds effectively.
Situations and Settings that may impact results:
If any individual electronic collections has Option 1 (Do not show as Full Text available in CDI even if active in Alma) selected
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Record metadata including whether the CDI rtype for a record is
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set to eBook
Network Zone records
Records from other campuses via the Discovery Network
Alternative Options
This setting Filter CDI eBooks (Option 2), has several advantages over Option 1
It For NZ resources, it does not require that all campuses agree on whether or not NZ resources the resource should be excluded from CDI.
Does not exclude chapter-level results which users are now used to seeing.
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If you’re testing in the sandbox, remember to compare against sandbox results. Production and sandbox environments sometimes have different configurations and different electronic collections activated which may impact comparisons between the two. For example, collections added in production since the last sandbox refresh will not be in the sandbox.
Examine surprising results for insufficient or incorrect metadata. For example, if duplicates still exist, it may be because Primo VE can’t tell that the duplicates are the same resource.
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Action/Point Person | Expected Completion Date | Notes | Status |
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Each campus creates a sandbox view for each option. | 11/3/2023 | Done | |
Discovery works on initial testing | 11/3/2023 | The Exclude CDI EBooks does noticeably reduce duplication. | Done |
Disc/Eres chairs meet to discuss best way to move forward. | 11/13/2023 | Done | |
Testing | Done | ||
Approved by Discovery |
| Done |