2022-05-13 DFC Meeting Notes

Announcements

@Christian Ward (Unlicensed)

• April Open Forum Rescheduled for May 20th

Updates

All

Open

• Customer Satisfaction Survey Feedback

  • Submitted detailed responses to Ex Libris of the top 3 Primo VE issues.

    • uResolver Matching Issues

    • Features not working: LC browse search, date newest filter, journal search, ranking, performance issues

    • Inadequate Analytics for Assessing Performance and Usage of Primo VE

  • Ex Libris provided some initial feedback but will discuss at a future date.

  • Ian brought up the point of knowing what are Primo VE issues that EXL is working to resolve versus issues that are intrinsic to discovery.

  • The group noted that some products seem to get more attention to fix issues (ex Leganto) while other more established products (Primo/VE) have slower response time.

• LibKey

  • The group discussed impressions of the vendor presentation:

    • It does provide nice functionality for Primo VE , specifically the retraction watch feature

    • Don't like having to think about another software to fix something that should be a part of the system

    • Implementing a third-party tool may be a deterrent for Ex Libris to fix functionality

  • David will bring this to the ULMS Steering Committee for further discuss.

  • David will talk with Sonoma about their experience with the LibKey.

  • Ask vendor for price and technical demand on implementation.

• Archival Material Resource Type

  • Are most of the records cleaned up?

    • Brinna Pam Anan verified that most of the work is completed on this issue. A few campuses have not gotten back to her, but did change their records.

• Wiki Site Redesign

  • A big THANKS to Hannah’s help design and help making the new site possible.

• Quicklinks/Newspapers Search

  • Some campuses have turned this functionality on and have discovered that Quicklinks are also a part of newspaper search, but the links are not proxied. A salesforce case has been filed and Ex Libris indicated it should be fixed by November 2022.

Discovery and Rapido

@Christian Ward (Unlicensed)

Chris Lee and @Christian Ward (Unlicensed) met with Ex Libris to discuss Primo VE changes as a result of implementing Rapido. From that conversation and testing we have identified the following anticipated changes:

• Modifying Search Profiles

  • Requires CDI not filtered by availability

• Configuring Views

  • Enable Rapido

  • Blank ILL form

  • Search profile slots

  • Move Rapido offers on full record

• Visual Changes

  • Expand My Results options move to the top of results list

  • Blank ILL form link presented after results are expanded

  • Rapido offers is a separate section in the full record details; Primo VE requesting options may also be available

  • Open Library integration may create visual anomalies

• See the Discovery and Rapido wiki

Open Forum Topics

@Christian Ward (Unlicensed)

• Next Session: May 20th @ 1pm - Discovery and Rapido