(All Phases) Primo VE for NZ (Consortia Union View)

Legend: not started IN PROGRESS STALLED decided

Status	DECIDED
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	Nov 20, 2020

Recommendation

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

Reasoning

Local campus instances have all desired needs and features; 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

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 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.

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.)

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

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

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

Description	NO Primo VE NZ Union View	YES Primo VE NZ Union View

Description

NO Primo VE NZ Union View

YES Primo VE NZ Union View

Pros and cons

Do not have to maintain a union view instance of Primo VE
Consortial (“UCS Network”) scope meets all the needs for a union view
Everything can be found or accessed in one place (the campus IZ instances of Primo)
Resources savings (staff time) in not having to maintain a separate interface

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

Would have a central UC branding
A possible SEO advantage in having one site to promote instead of ten

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

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

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