FRBR/DEDUP Preferred Records

Legend: not started IN PROGRESS STALLED decided

Status	In Progress
Description	Assess current FRBR/DEDUP options and compare it to expected behavior and user needs. Determine if harmonization is required and provide guidance on the pros/cons of each option.
Decision summary
Owning group	DISC
Approver	DISC
Consulted	E-Resources, Resource Management
Informed	E-Resources, Resource Management
Priority	High
Target decision date	Feb 24, 2023
Date decided

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

Preferred record for dedup and frbr to also apply to list of versions

Add new criterion to Suppress Dedup/FRBR Rules

Allow boosting IZ records when displaying FRBR groups

Sort date of FRBR groups in date-sorted results lists

In Primo VE and in consortial Alma setup, display print and electronic inventory even if dedupe/frbr is enabled

Recommendation

Describe the final recommendation/decision.

Impact

Stakeholder group	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

Questions:

Test Parameters

Preferred Record Configuration: Configuration → Discovery → Display Configuration → Configure Views → Select View → Brief Results

Test View: FRBR Only

Criterion	Value

Criterion	Value
Define FRBR display for local records	Preferred
Enable FRBR	Yes
Enable Dedup	No
Criteria for FRBR preferred record	Type = Availability Value = [ALMA-P, ALMA-D, or ALMA-E]

Example of ALMA-D

For each Test View Preferred Record type:

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

UCR FRBR/DEDUP Testing 09/2022

UCD FRBR Testing 01/2023

Dependencies

Questions to consider

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

Action/Point Person	Expected Completion Date	Notes	Status
Discovery Reopens FRBR/DeDup Conversation	Jan 13, 2023
Initial Testing done with Pros/Cons	Jan 27, 2023
Complete documentation and forward to Eresource/Resource Management for review.	Feb 10, 2023
Review feedback and Final Decision	Feb 24, 2023

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).