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Goal: Determine starting topics and plans

Topic

Views and relevancy recommendations

Looked over table created by CH (See spreadsheet)

CW: how do we determine what relevancy is “good” for our users?
-- JS: suggest we develop and use UX personas; make recommendations based on those personas and then libraries can create and update View settings based on which personas they think are most relevant to their campus user-group

CL, HC: when doing testing, be aware of other factors such as timing of indexing, CDI updates, availability settings

Look at University of Washing(?) methodology for collecting example search data

CW, CO: look at common issues from LibChat/Reference sessions that should be focused on as common problems and/or can be used as test cases

HC: Break up chart by columns and address as different issues

CL, CW: do others look at the json and pnx code? Is it helpful in understanding?

For Group: How do we develop rubrics for both testing and persona creation?

For CH: Can we ask each campus to provide quick explanation of what changes they recall making to view settings and ranking and what their reasoning was?

FRBR learning and improvements

Group agreed this topic should be reviewed a revisited for whole CSU

Uncertain if it will improve result as desired

On JS to-do, read and watch: Understanding DeDup and FRBR, DeDup, FRBR video

, but would be good to know

Title/portfolio matching in Primo

For CH, JS: do we have any updates in ExLibris tickets or release notes on this topic?

Check in with Nikki DeMoville - ask if she can share

he

her background information, examples and

needs

OA resource tagging

For CH, JS: do we have any updates in ExLibris tickets or release notes on this topic?

Secondary resource type work

For CH/JS: check with RMFC

Resource types in general

solution/development requests

Resource types across system

JS: Can I give us the crazy task of documenting complete mappings for : Resource type vs. Material type vs. Physical item type in Alma → Primo → CDI → GTI → digital collections, etc.

Is ExLibris going to do a normalization project on this data like they are doing with CDI subjects?

Secondary resource type work

For CH/JS: check with RMFC

OA resource tagging for Primo filter

For CH, JS: do we have any updates in ExLibris tickets or release notes on this topic?

Not otherwise discussed

Enhancement request to improve course name/ID as a filter

in Primo

Currently indexes and sort as full string – should sort as Alpha and then as number
did not discuss

Pendo???

did not discuss

Linked data and AI??

did not discuss

✅ Action items

...

Get update on tickets for

  • Title/portfolio matching

  • OA resource tagging

...

Get update on secondary resource type work

...

Break up into study groups

...

  •  Jill to create shared drive for depositing documentation
  •  Group members to assign themselves to sub-groups (and start studying things!)
    •  Relevancy ranking + other view settings
    •  FRBR/Dedupe
    •  Resource, material, item type mapping

For CH/JS:

  •  Title/portfolio matching: do we have any updates in ExLibris tickets or release notes?
  •  OA tagging for Primo filter: do we have any updates in ExLibris tickets or release notes?
  •  Secondary resource types: do we have any updates or to-dos from RMFC?

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