2021-03-19 Discovery 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:
ScholarWorks pipe directions

@David Walker

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

  • The pipe for SW is also configured for VE. SDLC are waiting for an issue to be resolved before configuring the per-campus record scope for use.

• 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.

  • NRTF will be prioritizing the norm rules/drools needed for the centrally controlled display fields to function first.

    • Campus Primo/VE admins may submit requests using the form, with the understanding that local needs are subordinate to centralized drools in the workload.

      • https://calstate.atlassian.net/wiki/spaces/UPVE/pages/1907294247

• 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. He recently learned that we will be unable to test VE requesting without affecting requesting in PBO. Need to invite comment or appearance from him on this issue.

  • Testing needs to be coordinated in a way that minimizes impact on the production servers. Method/plan for this TBD.

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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