Legend: NOT STARTED STALLED DECIDED
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.
Idea Exchange: "Preferred Record"
Questions to consider
Options Considered [remove if not needed]
FRBR Preferred Record Criteria
ALMA P | ALMA E | ALMA D | |
|---|---|---|---|
Description | |||
Pros | |||
Cons | The preferred print record isn’t always the newest print record held by the institution. |
Other noted issues:
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).