2021-03-19 Functional Committee Meeting notes

Call to order / checking in with everyone / announcements

• No announcements

New business:
Satisfaction Discussion w/ Ex Libris - our top priorities

Gabriel Gardner (Unlicensed)

• The previous satisfaction survey implicated discovery a lot and Ex Libris' response was that moving to VE might address the CDI-related issues.

• Because of the evaluation of Primo VE we are going to hold off on surfacing concerns until that decision is made. (We thank Brandon for his work here.)

New business:
ScholarWork pipe directions

David Walker

• Brandon created a central Samvera pipe and documentation for PBO.

• David asked to group if we need to do this during a Primo VE session, but suggested a separate session for this. Recommended emailing the listserv to see if there is interest in having a  dedicated session.

VE Eval:
Centralized functionality for fields (search & display) & facets

brandon dudley (Unlicensed)
Mark Braden (Unlicensed)

• Brandon has discovered a way to configure fields centrally (e.g. OCLC number, MMSID) and push them out to the campuses.

  • https://knowledge.exlibrisgroup.com/Primo/Training/Primo_VE_Training/Additional_Primo_VE_Training/Primo_VE_Normalization_Suite/PVE_N_06-Local-Fields-Consortia

  • https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/Go_VE/Step_3%3A_Configuration/Go_VE%3A_Collaborative_Network_Features_to_Primo_VE

  • List of Current fields defined via PBO norm rules: https://docs.google.com/document/d/1uLciBPLlmM9yRMuqRUAWPp8UjSqnUQo6J1SAgbKQ1x0/edit?usp=sharing

  • Extant polices related to PBO:

    • https://calstate.atlassian.net/wiki/spaces/ULMSD/pages/583565344/Primo+link+rules

    • https://calstate.atlassian.net/wiki/spaces/URM/pages/66420849/Suppression+or+Display+of+MARC+Fields+in+OCLC+Records+in+Primo

  • Once a centralized field is customized locally, the local customization takes precedence.

• Some fields would require considerable work to get a final product that matches our PBO setup.

• There is a maximum amount of search and facet fields that can be configured centrally. [10 local and 10 central]

  • Common needs for search and faceting need to be debated as there is a limit of 10. Campuses should hold off on setting these up until we've agreed what will be configured centrally.

  • At some point we will need a Top 10 list of desired centralized search & facet fields.

• The group is open to communicating with the larger discovery group about what local fields should be managed in the network.

• Would be helpful if the NRTF had a public list of all the changes that are being made via drools.

• Christine will post examples in basecamp and ask EXL about how to change the links via drool.

• The question of Chris Lee 's resource sharing configuration progress was raised. Need to invite comment or appearance from him on this issue.

VE Eval:

VE Forums

Gabriel Gardner (Unlicensed)

• Upcoming schedule:

  • March 26, 2021

    • Testing procedures; outstanding issues Q&A

  • April 2, 2021

    • No remaining Go VE task list topics, however it was agreed there are still things to be discussed and inform campuses about: e.g. DEDUP, FRBR, Boosting

      • Gabriel Gardner (Unlicensed) cannot host

  • April 23, 2021

    • Final forum: General Feedback from campuses

VE Eval:

Testing procedures - presentation and review

Cathy Outten, Christine Holmes, Gabriel (for Paul & Andrew)

• Each testing plan was reviewed, discussed, and revised.

  • Mark Braden (Unlicensed) offered helpful comments.

IZ records (equipment) displaying in CSU+ and beyond scopes

Christian Ward

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