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Description

Assess the current FRBR behavior /DEDUP options and compare it to expected behavior and user needs. Determine if harmonization is required and provide guidance on the pros/cons of each option.

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.DISC

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.edu)

Decision-making process

Describe the process your group will use to make the decision. E-Resources, Resource Management

Informed

E-Resources, Resource Management

Priority

High

Target 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.

Date decided

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.

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.

Search Parameters

For each Preferred Record Criteria setting:

...

Questions:

Test Parameters

Preferred Record Configuration: Configuration → Discovery → Display Configuration → Configure Views → Select View → Brief Results

Test View: FRBR Only

Criterion

Value

Define FRBR display for local records

Preferred

Enable FRBR

Yes

Enable Dedup

No

Criteria for FRBR preferred record

Type = Availability
Value = [ALMA-P, ALMA-D, or ALMA-E]

Example of ALMA-D

...

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.

UC Berkeley

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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

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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.

UC San Diego

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Option 1

...

Option 2

...

Option 3

...

Description

...

Preferred Record:
ALMA P

...

Preferred Record:
ALMA D

...

Preferred Record:
ALMA E

...

Pros

...

Cons

UC San Francisco

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Option 1

...

Option 2

...

Option 3

...

Description

...

Preferred Record:
ALMA P

...

Preferred Record:
ALMA D

...

Preferred Record:
ALMA E

...

Pros

...

Cons

UC Santa Barbara

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Option 1

...

Option 2

...

Option 3

...

Description

...

Preferred Record:
ALMA P

...

Preferred Record:
ALMA D

...

Preferred Record:
ALMA E

...

Pros

...

Cons

UC Santa Cruz

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Option 1

...

Option 2

...

Option 3

...

Description

...

Preferred Record:
ALMA P

...

Preferred Record:
ALMA D

...

Preferred Record:
ALMA E

...

Pros

...

Cons

UCR FRBR/DEDUP Testing 09/2022

UCD FRBR Testing 01/2023

Dependencies

Questions to consider

Action Log

Action/Point Person

Expected Completion Date

Notes

Status

Discovery Reopens FRBR/DeDup Conversation

Initial Testing done with Pros/Cons

Complete documentation and forward to Eresource/Resource Management for review.

Review feedback and Final Decision

Discussion, thoughts, etc.

UCR is drafting an enhancement request…

...