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Status

Status
colourYellowGreen
titleIN PROGRESSDECIDED

Description

Should we create a public Primo VE for the NZ (Consortia Union View)?

Decision

We do not recommend a public-facing consortial union view.

Owning group

Discovery FG

Approver

PPC

Stakeholders

R = Discovery FG
A = WG
C =  Campus Discovery groups, Fulfillment, Resource Management (if consortia union view is recommended), IC (for SAML? if consortia union view is recommended),  Acquisitions & E-Resources (if consortia union view is recommended)
I = Cohort

Decision-making process

  •  Consulted with other consortia (CARLI, CSU), Ex Libris, and local UC campus groups for feedback

  • Compared network scope (Primo VE for the NZ) with local views (IZ View with NZ scope)

  • Conducted environmental scans

Priority

Mandatory before Go-live

Due date

December

Recommendation

We do not recommend a public-facing consortial consortia union view for the network zone.

Reasoning

  • Local campus instances have all desired needs and features; consortial a consortia union view would be redundant

  • Simplifies user experience - can use one interface for all needs

  • Additional reasoning included in Pros/Cons table below

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Local campus Primo VE instances can allow the discovery of records and holdings across the NZ and facilitate requests for resources via the DiscoveryNetwork search profile (aka Discovery Network Scope). ExLibris technologies also provide the option to create a Consortia Union View; a view created at the network zone level that provides a “neutral view” that can include consortia specific branding. The union view provides no additional functionality for staff or end-users.{Include SCREENSHOT}

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UCS Network is the working name for the Discovery Network Scope

Proposal: Discovery FG should make a recommendation on whether or not a Consortia Union View should be created for the UC Libraries based on evidence (stakeholder interviews, end user needs and workflows, etc.)

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Need to give groups adequate time to prepare for a consortial consortia union view. As the recommendation is not to have a consortial consortia union view, there are no dependencies based on this decision.

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Action/Point Person

Expected Completion Date

Notes

Status

Create document summarizing Discovery Network Scope functionality and appearance and Consortia Union View functionality and appearance / Jess Waggoner

6/23/2020

Discovery Network Scope and Consortia Union View Summary document in Google Drive

Complete

Consult with CARLI and Ex Libris regarding usage of Primo VE for the NZ for other consortia

10/30/2020

Complete

Deliver summary document to campus stakeholders and discuss end user needs for discovery and request of network holdings / All Discovery FG members

In Progress

Create subgroup to work with Fulfillment to address Worldcat discovery and access

11/30/2020

The Interlibrary Loan Sub-Group is currently examining the Worldcat scope

PPC for approval