DISC (Test Load) Primo VE Configuration Recommendations

Legend: not started IN PROGRESS STALLED decided

Status	DECIDED
Scope	IMPLEMENTATION
Description	Primo VE configurations recommendations for harmonization
Decision	See below
Owning group	Discovery FG Josephine Tan and Jess Waggoner, co-chairs
Approver	n/a
Stakeholders	R = Discovery FG A = Discovery FG C = Resource Management FG, Fulfillment & ILL FG, Acquisitions & e-Resources FG I = Implementation Coordinators
Decision-making process	Ran functionality and usability testing in VG phase in consultation with other FG’s Created recommendations for Primo VE configurations for harmonization based upon subgroup reports covering the topics of Library Catalog Materials, ILL, CDI, and Special Collections & Archives
Priority	Mandatory before Go-live
Due date	Mar 12, 2021

Recommendations

Refer to Recommendations page for list of Primo VE configuration recommendations that provide directions and links to documentation on how to implement the recommendations.

Reasoning

The recommendations are for the purposes of test load harmonization. Further evaluation will be done during test load to provide other suggestions that do not necessarily need to be harmonized.

Background

Primo VE instances for all ten campuses during test load were delivered with out-of-the-box Primo VE defaults. Discovery FG evaluated the components of search scopes, basic and advanced search, facets, brief results display, and item full record display. The recommendations are intended to make the Primo VE user experience more intuitive and self-explanatory by adjusting the naming of certain facets and improving descriptions of contents, results, and services related to discovery and delivery.

Dependencies

No dependencies identified

Questions to consider

Are these recommendations ideal for harmonization to maximize positive user experience?
Are there any other recommendations that will need harmonization?

Action/Point Person	Expected Completion Date	Notes	Status

Action/Point Person	Expected Completion Date	Notes	Status
Partnering subgroups collaborate with FG’s for usability testing	Feb 19, 2021		Complete
Integrate recommendations made by subgroups' reports to reflect components of the initial set-up workbook items	March 12, 2021		Complete