From lsskagg at ilstu.edu Mon Aug 12 14:34:22 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Mon, 12 Aug 2024 14:34:22 +0000 Subject: [Discovery_PVE_Comm] Prep for next week's Committee meeting Message-ID: Hi all, Happy Monday! In preparation for next Wednesday's meeting, I've started a draft agenda in our Google folder. Please let me know if you have any additions. Last meeting, we discussed orienting the Committee's FY25 goals around the Primo VE roadmap and new UI. Before our next meeting, please review the following documentation for discussion: * https://urldefense.com/v3/__https://knowledge.exlibrisgroup.com/Primo/Product_Materials/Roadmap/020Primo_VE_Roadmap_Highlights__;!!DZ3fjg!_rbF-9O8EQ4e4DXvfc1L0Gn6qXbhuzRAEF6LGcR3MK-q3KnX9EVWQQ6Hyj7XhmlP1y0vH69LyqIQAXtLh4PScgm0e-7QZ_q3Th4$ * https://urldefense.com/v3/__https://knowledge.exlibrisgroup.com/Primo/Product_Materials/010_Primo_Next_Discovery_Experience_User_Interface__;!!DZ3fjg!_rbF-9O8EQ4e4DXvfc1L0Gn6qXbhuzRAEF6LGcR3MK-q3KnX9EVWQQ6Hyj7XhmlP1y0vH69LyqIQAXtLh4PScgm0e-7QznOb3O8$ Margaret also forwarded an email from Orbis Cascade Alliance about aggregating/creating documentation for users requiring assistive technology; would we want to work with them to identify gaps in documentation that we could fill? If others have ideas for Committee work or topics for discussion, please feel free to raise them at any time. Hope you're all off to a good start for the school year - classes start next week (!) over here, which doesn't seem possible... Lindsey Lindsey Skaggs Scholarly Communication Librarian Assistant Professor Milner Library 530 Illinois State University lsskagg at ilstu.edu | 309-438-3355 she / her / hers -------------- next part -------------- An HTML attachment was scrubbed... URL: From lsskagg at ilstu.edu Tue Aug 20 13:55:44 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Tue, 20 Aug 2024 13:55:44 +0000 Subject: [Discovery_PVE_Comm] Tomorrow's Committee meeting In-Reply-To: References: Message-ID: Hi all, Looking forward to seeing you tomorrow! Jessica added a few updates to the agenda about Local Resource Types and Local Fields, so please review prior to our meeting. If there's anything else that needs to be added, please let me know. Kind regards, Lindsey From: Discovery_PVE_Comm On Behalf Of Skaggs, Lindsey via Discovery_PVE_Comm Sent: Monday, August 12, 2024 9:34 AM To: Maroso, Amy via Discovery_PVE_Comm Subject: [Discovery_PVE_Comm] Prep for next week's Committee meeting This message originated from outside of the Illinois State University email system. Learn why this is important Hi all, Happy Monday! In preparation for next Wednesday's meeting, I've started a draft agenda in our Google folder. Please let me know if you have any additions. Last meeting, we discussed orienting the Committee's FY25 goals around the Primo VE roadmap and new UI. Before our next meeting, please review the following documentation for discussion: * https://urldefense.com/v3/__https://knowledge.exlibrisgroup.com/Primo/Product_Materials/Roadmap/020Primo_VE_Roadmap_Highlights__;!!DZ3fjg!8r0wMhIziPSzoGpn5qAlUisQApYKuWPxrNufWI7kAfOtWoOjq3l7XCccXSEWnU54f3ZWmHgg9is_ypk4XmeTxf8SpdX6N8G7rUQ$ * https://urldefense.com/v3/__https://knowledge.exlibrisgroup.com/Primo/Product_Materials/010_Primo_Next_Discovery_Experience_User_Interface__;!!DZ3fjg!8r0wMhIziPSzoGpn5qAlUisQApYKuWPxrNufWI7kAfOtWoOjq3l7XCccXSEWnU54f3ZWmHgg9is_ypk4XmeTxf8SpdX6S9TRYQo$ Margaret also forwarded an email from Orbis Cascade Alliance about aggregating/creating documentation for users requiring assistive technology; would we want to work with them to identify gaps in documentation that we could fill? If others have ideas for Committee work or topics for discussion, please feel free to raise them at any time. Hope you're all off to a good start for the school year - classes start next week (!) over here, which doesn't seem possible... Lindsey Lindsey Skaggs Scholarly Communication Librarian Assistant Professor Milner Library 530 Illinois State University lsskagg at ilstu.edu | 309-438-3355 she / her / hers -------------- next part -------------- An HTML attachment was scrubbed... URL: From oram at uillinois.edu Thu Aug 22 17:56:17 2024 From: oram at uillinois.edu (Gibson, Jessica) Date: Thu, 22 Aug 2024 17:56:17 +0000 Subject: [Discovery_PVE_Comm] Secondary resource type: Government Documents Message-ID: <6BE21782-B26B-4F21-A24B-5D69EAA4AE47@uillinois.edu> Hi, all, The job has completed in the NZ to implement the Government Documents Secondary Resource Type. You can see this in action in your ?local catalog? searches and ?All I-Share Libraries? searches in Primo VE for bib records that are linked to the NZ. Replication steps: 1. Perform a search in your local catalog or All I-Share libraries search slot for something that is likely to retrieve government documents and likely linked to the NZ. For example, Department of Education, or, annual report. 2. Under the Resource Type filter, you will find ?Government Documents? listed if any of the results meet the configuration requirements (that is: LDR/06=aefgkmort and 008/28=acfilmosz) that you can filter with. For example: https://urldefense.com/v3/__https://i-share-network.primo.exlibrisgroup.com/discovery/search?query=any,contains,department*20of*20education&tab=DiscoveryNetworkNoVisionCite&search_scope=DiscoveryNetworkNoVisionCite&vid=01CARLI_NETWORK:IShare_UNION&offset=0__;JSU!!DZ3fjg!9mLL9hLfjio6Rjf12DsAX7TGEYQuIK76CnM_eMp5TgWCIsKz2zgYIk-ECDgAP0lDg_JwPIH1Qx8FD9KU7GUm_UJTY_wHhztpruM$ Government Documents will not display as a resource type like the primary Resource Types (Book, Journal, Model, etc.) with a gray word over the top of the brief record result. It is a secondary resource type, so it is available to use in facets and pre-filters. CARLI staff will work on implementing this Secondary Resource Type for Government Documents in all IZs and write up a documentation page about it. The new type will take effect immediately for all newly added bib records that meet the criteria listed above. Existing records that are local to the IZ and not linked to the NZ will need to be reindexed to have the new configuration apply to them after the configuration has been implemented in the IZ. That can be done manually by identifying the records in a Set in the IZ and running the Recalculate Local Resource Types Job on that Set, or everything will be reindexed by the next semi-annual Primo VE index which Ex Libris will run in December-January to be completed by the Feb. 2025 software release. Please let me know any questions or issues. thanks, -Jessica -- Jessica Gibson Assistant Director, System Services Consortium of Academic and Research Libraries in Illinois (CARLI) -------------- next part -------------- An HTML attachment was scrubbed... URL: From lsskagg at ilstu.edu Thu Aug 22 18:55:00 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Thu, 22 Aug 2024 18:55:00 +0000 Subject: [Discovery_PVE_Comm] August 21st meeting follow-up Message-ID: Hi all, Thanks for a productive meeting yesterday! Minutes have been added to the Google Drive (thanks, Allan!). Jessica also recorded the meeting if anyone absent would like to watch. We agreed on a couple action items for our next meeting, which I'll outline below: 1. Primo VE Analytics: The new PVE Analytics interface will likely become available to us by the end of the year. To prepare, we decided to (re)familiarize ourselves with basic functions in the current interface and pull some stats for comparison between our institutions so we can discuss them further and identify questions we and other I-Share libraries may have. * Please review Primo VE Analytics 101. This is documentation created by the Committee during its Task Force era. * Please run the following out-of-the-box reports for calendar year 2023 and add your results to this spreadsheet: i. Action Usage Example ii. Action Usage Document Example iii. Facet Usage iv. Popular Searches 1. Feature Retrospective: During the meeting, we discussed that there are Primo VE features that many of us have missed/didn't implement when they were released because they were too primitive/etc. Libraries may be more interested in learning more about them/implementing them now that we're a few years post-Primo VE implementation. * Margaret offered to start a list of features that may be worth revisiting. * Please review old Primo VE Release Notes (2023, 2022) and make note of any features you'd like to be revisited or that warrant discussion. I have a couple notes about the Analytics spreadsheet linked above, and am happy to make changes to it before others begin adding their results: * For each report, I added the year element, removed the month element, and adjusted the criteria to run the reports for the CY23 date range. I then exported the results as "Formatted - Excel" and copy pasted the results into the Google spreadsheet. I copy/pasted as-is, so the Actions/Facets aren't in alphabetical order. My assumption is that your results will be ordered the same way since these are standard reports, but I might be wrong about that since the order makes no logical sense. My hope was to make it as easy to copy/paste your results in the spreadsheet, but I can reorder the results if that would be easier. * The one exception to the above is that for the "Action Usage Document Example," I sorted the exported Excel file by Subgroup. * For "Popular Searches," I input the Top 20 into the spreadsheet; this was an arbitrary number so we can change it if desired. * We had discussed comparing the results of the "Zero Result searches" report, but since the out-of-the-box design shows the results daily, I wasn't sure what would be most useful to compare. I've left it out of the spreadsheet for now. Please let me know if you have any questions or if there's anything I misrepresented. Thanks, Lindsey Lindsey Skaggs Scholarly Communication Librarian Assistant Professor Milner Library 530 Illinois State University lsskagg at ilstu.edu | 309-438-3355 she / her / hers -------------- next part -------------- An HTML attachment was scrubbed... URL: From oram at uillinois.edu Thu Aug 22 19:34:29 2024 From: oram at uillinois.edu (Gibson, Jessica) Date: Thu, 22 Aug 2024 19:34:29 +0000 Subject: [Discovery_PVE_Comm] August 21st meeting follow-up Message-ID: <10C09EB8-13D9-44D7-B577-24D8F9764F4F@uillinois.edu> Here is the link to the meeting recording that Lindsey mentioned. It will be available for the next 29 days! https://illinois.zoom.us/rec/share/KAgTaTDNUNrvKG99t7db7p3oLxncSuS_nf0uU2y0LCSXzbnQCkzUF_7TGpitNiY.-Drf_Md_2VQe0jxN -Jessica From: Discovery_PVE_Comm on behalf of Discovery Primo VE Committee Reply-To: "Skaggs, Lindsey" Date: Thursday, August 22, 2024 at 1:55 PM To: Discovery Primo VE Committee Subject: [Discovery_PVE_Comm] August 21st meeting follow-up Hi all, Thanks for a productive meeting yesterday! Minutes have been added to the Google Drive (thanks, Allan!). Jessica also recorded the meeting if anyone absent would like to watch. We agreed on a couple action items for our next meeting, which I?ll outline below: 1. Primo VE Analytics: The new PVE Analytics interface will likely become available to us by the end of the year. To prepare, we decided to (re)familiarize ourselves with basic functions in the current interface and pull some stats for comparison between our institutions so we can discuss them further and identify questions we and other I-Share libraries may have. * Please review Primo VE Analytics 101. This is documentation created by the Committee during its Task Force era. * Please run the following out-of-the-box reports for calendar year 2023 and add your results to this spreadsheet: i. Action Usage Example ii. Action Usage Document Example iii. Facet Usage iv. Popular Searches 1. Feature Retrospective: During the meeting, we discussed that there are Primo VE features that many of us have missed/didn?t implement when they were released because they were too primitive/etc. Libraries may be more interested in learning more about them/implementing them now that we?re a few years post-Primo VE implementation. * Margaret offered to start a list of features that may be worth revisiting. * Please review old Primo VE Release Notes (2023, 2022) and make note of any features you?d like to be revisited or that warrant discussion. I have a couple notes about the Analytics spreadsheet linked above, and am happy to make changes to it before others begin adding their results: * For each report, I added the year element, removed the month element, and adjusted the criteria to run the reports for the CY23 date range. I then exported the results as ?Formatted ? Excel? and copy pasted the results into the Google spreadsheet. I copy/pasted as-is, so the Actions/Facets aren?t in alphabetical order. My assumption is that your results will be ordered the same way since these are standard reports, but I might be wrong about that since the order makes no logical sense. My hope was to make it as easy to copy/paste your results in the spreadsheet, but I can reorder the results if that would be easier. * The one exception to the above is that for the ?Action Usage Document Example,? I sorted the exported Excel file by Subgroup. * For ?Popular Searches,? I input the Top 20 into the spreadsheet; this was an arbitrary number so we can change it if desired. * We had discussed comparing the results of the ?Zero Result searches? report, but since the out-of-the-box design shows the results daily, I wasn?t sure what would be most useful to compare. I?ve left it out of the spreadsheet for now. Please let me know if you have any questions or if there?s anything I misrepresented. Thanks, Lindsey Lindsey Skaggs Scholarly Communication Librarian Assistant Professor Milner Library 530 Illinois State University lsskagg at ilstu.edu | 309-438-3355 she / her / hers -------------- next part -------------- An HTML attachment was scrubbed... URL: From MHELLER4 at depaul.edu Tue Aug 27 19:05:29 2024 From: MHELLER4 at depaul.edu (Heller, Margaret) Date: Tue, 27 Aug 2024 19:05:29 +0000 Subject: [Discovery_PVE_Comm] [EXT] Secondary resource type: Government Documents In-Reply-To: <6BE21782-B26B-4F21-A24B-5D69EAA4AE47@uillinois.edu> References: <6BE21782-B26B-4F21-A24B-5D69EAA4AE47@uillinois.edu> Message-ID: I did a little testing and it looks good to me. Is it ok if I share this with our cataloging department? Margaret Heller Head of Digital Services DePaul University University Library | 2350 N. Kenmore | Chicago, IL 60614 mheller4 at depaul.edu // (773) 325-3265 Book a meeting with me From: Discovery_PVE_Comm On Behalf Of Gibson, Jessica via Discovery_PVE_Comm Sent: Thursday, August 22, 2024 12:56 PM To: Discovery Primo VE Committee Subject: [EXT] [Discovery_PVE_Comm] Secondary resource type: Government Documents Hi, all, The job has completed in the NZ to implement the Government Documents Secondary Resource Type. You can see this in action in your "local catalog" searches and "All I-Share Libraries" searches in Primo VE for bib records that are linked to the NZ. Replication steps: 1. Perform a search in your local catalog or All I-Share libraries search slot for something that is likely to retrieve government documents and likely linked to the NZ. For example, Department of Education, or, annual report. 2. Under the Resource Type filter, you will find "Government Documents" listed if any of the results meet the configuration requirements (that is: LDR/06=aefgkmort and 008/28=acfilmosz) that you can filter with. For example: https://urldefense.com/v3/__https://i-share-network.primo.exlibrisgroup.com/discovery/search?query=any,contains,department*20of*20education&tab=DiscoveryNetworkNoVisionCite&search_scope=DiscoveryNetworkNoVisionCite&vid=01CARLI_NETWORK:IShare_UNION&offset=0__;JSU!!DZ3fjg!5xAu_G2yJATPbMq4R_D2MC2WcE4xwzT2aZqILT6DGGjPiLyCbbzVPTCigw_9p6NfhBT3Zx1a27f33mbuvU-YyvvTMYHrnBHJHO8gKw$ Government Documents will not display as a resource type like the primary Resource Types (Book, Journal, Model, etc.) with a gray word over the top of the brief record result. It is a secondary resource type, so it is available to use in facets and pre-filters. CARLI staff will work on implementing this Secondary Resource Type for Government Documents in all IZs and write up a documentation page about it. The new type will take effect immediately for all newly added bib records that meet the criteria listed above. Existing records that are local to the IZ and not linked to the NZ will need to be reindexed to have the new configuration apply to them after the configuration has been implemented in the IZ. That can be done manually by identifying the records in a Set in the IZ and running the Recalculate Local Resource Types Job on that Set, or everything will be reindexed by the next semi-annual Primo VE index which Ex Libris will run in December-January to be completed by the Feb. 2025 software release. Please let me know any questions or issues. thanks, -Jessica -- Jessica Gibson Assistant Director, System Services Consortium of Academic and Research Libraries in Illinois (CARLI) -------------- next part -------------- An HTML attachment was scrubbed... URL: