Primo VE for NZ (Consortia Union View)

Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status	IN PROGRESS
Scope
Description	Should we create a public Consortia Union View?
Decision
Owning group	Discovery FG Josephine Tan and Jess Waggoner, co-chairs
Approver
Stakeholders	R = Discovery FG A = C = Campus Discovery groups, Resource Management (if consortia union view is recommended), IC (for SAML? if consortia union view is recommended) I = Cohort
Decision-making process
Priority	Mandatory before Go-live
Due date	TBD

Recommendation

Reasoning

Background

The Discovery Functional Group is charged with the delivery of, “A Primo VE instance for the UC Libraries Network Zone (NZ) will also be developed to provide centralized indexing, shared customization of views via a Central Package, and centralized configuration of mapping and code tables, allowing for the discovery of records and holdings across the NZ, and services such as fulfillment and resource sharing.”

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 level that provides a “neutral view” that can include consortia specific branding. The union view provides no additional functionality for staff or end-users.

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.)

Working assumptions:

Each campus Primo VE will include a DiscoveryNetwork search profile
Consortia union views do not include features or functionality not available via DiscoveryNetwork search profiles (confirmed by ExLibris)

Dependencies

Understand dependencies – are there any? Or can this decision be made anytime before go-live?

Questions to consider

What is the experience/process for end-users for the discovery and request of network holdings via the Discovery Network scope?

Would a consortia union view improve user experience for the discovery and request of network holdings?

Options considered

NO Primo VE NZ Union View

YES Primo VE NZ Union View

Description

Pros and cons

Do not have to maintain a union view
Consortial (UCS Network) scope meets all the needs for a union view
Everything can be found or accessed in one place

Training and communication “screenshots” would be different for each campus.

Would have a central UC branding: can be helpful for producing end user learning and communication materials.
SEO

No added value
Require end users to sign
Not optimum for shared fulfillment
Contributes to user confusion in understanding scopes
Would have users to go to more than one place to access materials

Action Log

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