Discovery Open Forum - Primo VE Wrap Up

Date

Aug 13, 2021

Recording

Zoom Recording with Audio and Chat Transcript

Discussion topics

Item

Presenter

Notes

Item

Presenter

Notes

Congratulations

DFC Members

  • Christian Ward, Sacramento (Chair)

  • Ian Chan, San Marcos  (Vice-Chair)

  • Christine Holmes, San Jose

  • Cathy Outten, Long Beach

  • Hannah Lee, Dominguez Hills

  • Julie Shen, Pomona

  • David Walker, CO Ex Officio

Open Forum Dates for 2021/22

Christian

2021-22 Schedule:

  • August 13th @ 1pm - Open Forum - Primo VE Wrap Up

  • August 27th @1pm - Open Forum (Tentative)

    • There was interest from the group that a second session would be helpful. An additional session will be scheduled and posted to the discovery list

  • October 8th @ 1pm - Open Forum - TBD / Primo VE Tips and Tricks

  • December 10th @ 1pm - Open Forum - TBD / Primo VE Tips and Tricks

  • February 11th @ 1pm - Open Forum - TBD / UI Survey Update

  • April 8th @ 1pm - Open Forum - TBD / UI Survey Update

  • June 10th @ 1pm - Open Forum - TBD / UI Survey Results

Request Open Forum Agenda Items:

 

Primo VE Documentation Reminders

Christian

https://calstate.atlassian.net/wiki/spaces/ULMSD

The DFC plans on rearranging content on the wiki homepage to improve visibility of Primo VE related documentation, and best practices.

Custom Discovery Network Search Profile

Christian

https://calstate.atlassian.net/wiki/spaces/ULMSD/pages/2374795292

A review of setting up a network search scope that only displays physical items at other institutions, or ScholarWorks records in the Network Zone.

Note: this does not exclude local physical items that should be hidden from other campuses (i.e. laptops, adapters, and other equipment). The CO, DFC, and Ex Libris are working to find a solution for these use cases.

Hide links via JS & CSS (Central Package)

Christian Ward & David Walker

https://calstate.atlassian.net/wiki/spaces/ULMSD/pages/2385051649

Overview of how to activate and configure the central package feature to remove unwanted 856 links from the Links section of the full record display.

David Walker will implement in the central package the week of 8/16.

Notes Field Changes

Israel Yanez

https://docs.google.com/spreadsheets/d/17sz5F_ySqFj5r6GEzec8b29rKnJj7PjMY-gx5pKbLlo/edit#gid=0

An overview of the recent changes that Sacramento made to the general Notes field norm rule. The spreadsheet includes all the MARC 5XX fields that were included in the PBO Notes display field. Sacramento removed those highlighted in red. The norm rules group would like to follow this model.

@Israel Yanez (Unlicensed) is asking for input on whether any campus has concerns about removing the fields highglighted in red. The norm rules group will distribute this local field/norm rule out from the NZ to the IZs on around August 20th. Campuses can implement the local field as inherited, or request a customization from the norm rules group (e.g. reinstating one of the removed MARCD 5XX fields).

Q & A

All

  • Audio/Video NZ Resource Types

    • The group discussed the issue of having a general resource type facet and pre-filter for Video/Audio. Users may find the specific audio visual formats (DVD, CD, Streaming, etc) more useful. This will be a topic of further conversation at the next open forum.

  • GES Configuration

    • @Chris Lee is available to assist campuses with their GES setup.

  • Deep linking Issues

    • Tabled for another meeting