(Go Live) Exclude Records from Discovery Network
Legend: not started IN PROGRESS STALLED decided
Status | On HOLD |
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Description | The presence of records from another campus that cannot be obtained via interampus sharing or Aeon request can create a negative user experience for users. Such records should be marked for exclusion from the Discovery Network. In order to successfully exclude marked records, campuses will need to adjust their search profile configurations. |
Decision | Campuses should exclude records from the Discovery Network when users from other campuses are not able to request the item through intercampus sharing or reading room access through Aeon. Campuses should configure their search profile using the settings described in this decision page in order to exclude records marked for exclusion by other campuses. |
Owning group | Discovery FG |
Approver | PPC |
Stakeholders | R = Discovery FG |
Decision-making process |
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Priority | Soon After Go-live |
Due date |
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Recommendation
[After consultation with local campuses, SC&A Escalation Leaders Group, and RMFG, Discovery FG has decided to reevaluate this issue in 6 months – March 2022. No urgent use cases necessitating this configuration change were identified at this time. Discovery FG recommends reevaluating once usability data is available and additional data clean up has taken place. Discovery FG should seek out any emergent use cases at that time.]
We recommend that campuses exclude a record from the Discovery Network when an item is both 1) not shareable via intercampus sharing and 2) not a special or unique item or collection of interest to researchers. Examples of items that fall into both categories: equipment records, study room keys, etc.
For items that would be of interest to researchers, yet cannot be shared via intercampus sharing, it is advisable to use the Resource Sharing Restriction Rules by Location option.
The following must be included in the MARC record to mark the record for exclusion from the Discovery Network: 520 _ _ $$a Exclude from discovery network
Note that the Resource Management Functional Group had initially identified the 899 field for the exclusion note, but ExLibris was unable to use this field for exclusion purposes.
Campuses must change their search profile configuration for the Articles, Books, and More search profile in order to successfully exclude the records marked for exclusion by other campuses.
Reasoning
The inclusion of these records may result in a negative user experience when users from one campus discover such an item at another campus and submit a resource request for the item, only to have the request denied.
Search Profile Configuration
1) Create two new Custom Local Data Scopes
NZ_Filtered
IZ_Filtered
2) Modify the Articles, Books, and More search profile to include:
Dependencies
No dependencies identified
Questions to consider
What are the benefits and risks of excluding records from the Discovery Network?
When is it appropriate to exclude a record from the Discovery Network?
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
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Test MARC field and Search Profile configurations | 10/05/2021 |
| DONE |
Consult with RMFG group | 10/13/2021 |
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PPC for approval | 10/15/2021 |
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