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<p class="MsoNormal">A related discussion from DePaul. We were discussing here this item in the Primo 2025-26 roadmap:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt">Enhanced the Advanced Search exact matching for titles, allowing results to be retrieved for either:<o:p></o:p></span></p>
<ul type="disc">
<li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo1">
<span style="font-size:12.0pt">Subfields 245 $a and $b combined<o:p></o:p></span></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l0 level1 lfo1">
<span style="font-size:12.0pt">Subfield 245 $a only.<o:p></o:p></span></li></ul>
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<li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">Currently, in Advanced Search, when using the "equals exact phrase" operator for titles, Primo VE retrieves results that match the combined subfields 245 $a and $b.<o:p></o:p></span></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l2 level1 lfo2">
<span style="font-size:12.0pt">With this enhancement, institutions can configure whether to include title exact matches for
<b>245 $a</b> in addition to <b>245 $a$b</b>,<o:p></o:p></span></li></ul>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt">Improved Search Experience with more flexibility to match the results to your needs.<o:p></o:p></span></p>
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<p class="MsoNormal">The analysis from one of our catalogers was as follows:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3">New option: Always match on just the 245$a (title only)<br>
2. Or keep the current functionality: Always match on both the 245$a$b (title AND subtitle)<br>
Either way presents problems:<br>
1. Option 1: Would help users who just have the title but would not match if they added additional information of the subtitle<br>
2. Option 2: Would help users who have both the title and subtitle but wouldn’t match if users have the title only.<br>
I honestly can’t see how this is an improvement. Personally, I think we’d ideally want Primo to do both and concatenate the results doing some sort of relevance sort. However, others who deal more with users would have more input on what trips up users more
and which one would be better to have as our setting.<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I guess given that there’s this upcoming flexibility for individuals on this on the roadmap, and the lack of clarity on the benefits of doing it, I’m not sure it’s something we need to make a decision about now.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Margaret Heller<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">Head of Digital Services<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">DePaul University<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">University Library | 2350 N. Kenmore| Chicago, IL 60614<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><a href="mailto:mheller4@depaul.edu"><span style="color:#0563C1">mheller4@depaul.edu</span></a> //
<a href="tel:(773)%20325-3265"><span style="color:#0563C1">(773) 325-3265</span></a>
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"><a href="https://urldefense.com/v3/__https://outlook-sdf.office.com/bookwithme/user/215a06df23e14a1b96c795c6af72a61c@depaul.edu/meetingtype/SVRwCe7HMUGxuT6WGxi68g2?anonymous&ep=mlink__;!!DZ3fjg!6ATiYsZCbT237cyqyn-VaFiq1M8r8jdPxJMmdNhIlDuJquwEpsm6WiWkgbOXAjjlS2dJw8nxrpn9jdj3nI32sPlA6qYqd3wbOa7-2Q$"><span style="color:#0563C1">Book
a meeting with me</span></a></span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:12.0pt;color:black">From:
</span></b><span style="font-size:12.0pt;color:black">Discovery_PVE_Comm <discovery_pve_comm-bounces@carli.illinois.edu> on behalf of Skaggs, Lindsey via Discovery_PVE_Comm <discovery_pve_comm@carli.illinois.edu><br>
<b>Date: </b>Tuesday, February 4, 2025 at 10:09</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="font-size:12.0pt;color:black">AM<br>
<b>To: </b>Maroso, Amy via Discovery_PVE_Comm <discovery_pve_comm@carli.illinois.edu><br>
<b>Subject: </b>[EXT] [Discovery_PVE_Comm] Testing reminder<o:p></o:p></span></p>
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<p class="MsoNormal">Hi folks,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Quick reminder that the premium sandboxes will refresh on Sunday, February 9<sup>th</sup>. Please test the “discovery_customer_defined_exact_match_field” parameter before the end of the week so that we can discuss at our next meeting. More
information about the configuration is available in <a href="https://urldefense.com/v3/__https://drive.google.com/drive/folders/1YCru9Xauj8FxOmNw_wBcWJqdXKa_XcLu__;!!DZ3fjg!7usciMW4TxDL82PjO7s6IsltoNR2ePQJOtMNZpTGPiAfO8818oGlhsm2si70tVGvYryl-4saJr9IU15VkDyjJW4wRe0y7edE8Xo$">
this folder</a>.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Lindsey<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Lindsey Skaggs</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Scholarly Communication Librarian</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Assistant Professor</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Milner Library 530</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black">Illinois State University</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:black"><a href="mailto:lsskagg@ilstu.edu"><span style="color:#0563C1">lsskagg@ilstu.edu</span></a> | 309-438-3355</span><o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-size:9.0pt">she / her / hers</span></i><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
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