2018-06-07 Meeting notes

• I updated and edited formats/facets in Primo back office.
• I think most of them work well and accurately describe the resource.
• Here is a google doc listing the new/revised format/facets

Issues

• Some format/facets have incorrect icons.
  • Tried to update central package (with new icons) in Primo sandbox back office but got validation error:
    • file type ds_store is not allowed in zip file.
  • Maybe I have to add icons in Primo BO production?
• New/revised formats don’t appear in advanced search in the material type drop-down.
  • (Maybe I have to configure another table in BO?)
• After format/facet re-alignment, a resource might probably have fewer facets
  • Some definitions have been made more narrow
• Microform and gov docs remain as facets-only and are not formats.
  • Because a monograph on microform is a book and a monograph published by a government agency is a book.
  • I think microform and gov docs are more useful to the user as facets.
• DVD/Blu-ray combo packs.
  • Movies are often sold in a combo pack (DVD + Blu-ray) so the corresponding bib record encodes the characteristics of both.
  • Plus a library’s inventory may vary; a library could have the DVD and/or Blu-ray copy of the movie.
  • Additionally, Primo may dedupe/merge the various bib records.
  • Result: difficult to use Primo facets/format to narrow down blu-ray or dvd movies.

• Still a work in progress.
  • Desired vocabularies (LC, nasat) appear in browse
  • But undesired vocabularies (FAST) continue to display even though the norm rules should be excluding them.
  • See Google doc.
• Looked at other Primo institutions:
  • Univ WA, Emory Univ browse by many subject vocab beyond LC
  • Univ WI Madison uses a custom subject browse? 

  • UC Davis uses LCSH and MeSH only.

    • But their bib records only have LCSH and MeSH whereas we have all the subjects in the Worldcat master record.

• Might end up just leaving browse subject as is. even if some fast headings appear, you can still browse by LC.

We have a lot of good information in Google docs.

Capture them in some way? Move them into Confluence?

David will circle back with Marcus and Israel.