FRBR Preferred Record Optimization

Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status	NOT STARTED
Description	Assess the current FRBR behavior and compare it to expected behavior and user needs
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.
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.
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.

Notes and links to reference documents

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/050Display_Configuration/010Configuring_Discovery_Views_for_Primo_VE#Configuring_FRBR.2FDedup_Display_Options

UCSC FRBR Group Titles https://docs.google.com/spreadsheets/d/1j4BlFs4SIIe02l1kWJz2Wa9h1O9nj6PQrF_tMq5ZPio/edit?usp=sharing

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/090Dedup_and_FRBR_for_Primo_VE/010Understanding_the_Dedup_and_FRBR_Processes_(Primo_VE)

Related Idea Exchange Posts

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/44838484-preferred-record-for-dedup-and-frbr-to-also-apply

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/43324767-add-new-criterion-to-suppress-dedup-frbr-rules

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/42944853-allow-boosting-iz-records-when-displaying-frbr-gro

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/20552215-sort-date-of-frbr-groups-in-date-sorted-results-li

https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/39898462-in-primo-ve-and-in-consortial-alma-setup-display

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:

Look for a title only in print at your campus.
Look for a title only in electronic at your campus.
Look for a title that's both print and electronic at your campus.

UC Berkeley

	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

	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

	Option 1	Option 2	Option 3
Description	Preferred Record: ALMA P	Preferred Record: ALMA D	Preferred Record: ALMA E
Pros
Cons

UC San Francisco

	Option 1	Option 2	Option 3
Description	Preferred Record: ALMA P	Preferred Record: ALMA D	Preferred Record: ALMA E
Pros
Cons

UC Santa Barbara

	Option 1	Option 2	Option 3
Description	Preferred Record: ALMA P	Preferred Record: ALMA D	Preferred Record: ALMA E
Pros
Cons

UC Santa Cruz

	Option 1	Option 2	Option 3
Description	Preferred Record: ALMA P	Preferred Record: ALMA D	Preferred Record: ALMA E
Pros
Cons

Dependencies

Questions to consider

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

Discussion, thoughts, etc.

UCR is drafting an enhancement request…

Improve FRBR functionality: Precedence should be given to institution's available inventory.

As a user, we want to be able to set Available Inventory to be part of the FRBR ranking criteria when determining the FRBR preferred record in the same way it is for choosing the DEDUP preferred record.

“Availability - Precedence is given to a record that is available in a specific delivery category if it is HELD BY THE INSTITUTION: physical (ALMA-P), electronic (ALMA-E), or digital (ALMA-D).”

Currently, precedence based upon inventory can only be configured for the preferred deduplicated record, and FRBR ranking does not take an institution’s inventory into account when ranking results.

Current behavior:

When an institution has BOTH print and electronic inventory, the preferred record is based upon configuration.

When an institution only has print inventory but ALMA-E is configured as the preferred record, Primo will display an electronic record without inventory, direct users to make an interlibrary loan, and bury the print inventory in the FRBR results.

Likewise when an institution only has electronic inventory but configured ALMA-P as the preferred record.

Desired behavior:

When an institution only has print inventory, the print record with inventory is the default preferred record.

When an institution only has electronic inventory, the electronic record with inventory is the default preferred record.

When an institution has BOTH print and electronic inventory, the preferred record is based upon configuration, and access to BOTH the electronic and print inventory is displayed (Link to the electronic, call number and location for the print).