From oram at uillinois.edu Tue Sep 3 18:17:20 2024 From: oram at uillinois.edu (Gibson, Jessica) Date: Tue, 3 Sep 2024 18:17:20 +0000 Subject: [Discovery_PVE_Comm] Secondary resource type: Government Documents Message-ID: <7FD9EB39-66CE-4B28-BB76-88D0B930498D@uillinois.edu> Thanks for giving things a try and posting your confirmation, Margaret! Yes, you can feel free to share locally, if desired. CARLI staff are working through all 94 IZs to add this configuration, and we completed it in DPU?s IZ last week. -Jessica From: "Heller, Margaret" Date: Tuesday, August 27, 2024 at 2:05 PM To: Jessica Gibson , Discovery Primo VE Committee Subject: RE: [EXT] [Discovery_PVE_Comm] Secondary resource type: Government Documents 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!_RRZsFjEDjzhkZk6obDJhX00yYiZ4_OsK1P9l_i_bPWc8Kl6fnAaZJ5VpS_olLDanAksX9-AhZgqnrl7MyK5bnGiB88KeeYZaNE$ 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 oram at uillinois.edu Tue Sep 3 18:23:51 2024 From: oram at uillinois.edu (Gibson, Jessica) Date: Tue, 3 Sep 2024 18:23:51 +0000 Subject: [Discovery_PVE_Comm] Primo VE usability study article from Bradley Univ library Message-ID: <968809CB-C78D-43CB-AE68-73A875CD13EC@uillinois.edu> Hi, all, This might be of interest to the Committee given some of your past work! It?s an article written by staff at Bradley University?s Cullom-Davis Library (an I-Share member!) on usability testing that they did on their Primo VE: Norton, C., Bloodworth, E., & Nielsen Ott, M. (2024). Change What You Can, Teach What You Can?t: A Usability Study of Primo VE at an Academic Library. Journal of Web Librarianship, 1?23. https://urldefense.com/v3/__https://doi.org/10.1080/19322909.2024.2390418__;!!DZ3fjg!6d3nYNOjlSRvTboNlIX7i6zz2fVbjwrMQNCAF7RCEe1d0l-mnojJzFNOFcEamd8RncZmGgidti4g3Z6dxNvNIjsgxu699ItiYdA$ Abstract This article reports the preliminary results of usability testing on a customized Primo VE search interface. The testing aimed to identify average completion time and points of friction, if any, for patrons completing common tasks in the interface. In-person and synchronous virtual testing was completed, observed, and guided by members of the research team while the participants? screen activity was recorded via Zoom. Customization plans for the interface, also reported here, were developed as potential solutions to these friction points, as well as potential adjustments to the marketing and classroom presentation of Primo VE. -Jessica -------------- next part -------------- An HTML attachment was scrubbed... URL: From MHELLER4 at depaul.edu Tue Sep 3 18:38:51 2024 From: MHELLER4 at depaul.edu (Heller, Margaret) Date: Tue, 3 Sep 2024 18:38:51 +0000 Subject: [Discovery_PVE_Comm] [EXT] Primo VE usability study article from Bradley Univ library In-Reply-To: <968809CB-C78D-43CB-AE68-73A875CD13EC@uillinois.edu> References: <968809CB-C78D-43CB-AE68-73A875CD13EC@uillinois.edu> Message-ID: This has come my way a few times this morning, but I don?t have access to the article. Does anyone have a copy they can send? 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 Date: Tuesday, September 3, 2024 at 1:24?PM To: Discovery Primo VE Committee Subject: [EXT] [Discovery_PVE_Comm] Primo VE usability study article from Bradley Univ library Hi, all, This might be of interest to the Committee given some of your past work! It?s an article written by staff at Bradley University?s Cullom-Davis Library (an I-Share member!) on usability testing that they did on their Primo VE: Norton, C., Bloodworth, E., & Nielsen Ott, M. (2024). Change What You Can, Teach What You Can?t: A Usability Study of Primo VE at an Academic Library. Journal of Web Librarianship, 1?23. https://urldefense.com/v3/__https://doi.org/10.1080/19322909.2024.2390418__;!!DZ3fjg!5h1l_uTGopgAXxivSzvJmKNVnB6u4R-5bNOu2Jk4VdHiHG7LnQdmn0AS-KLX6EQ7AdCX2uNzVWlk-RURbGPhkmD6P3JU8AkLT2qYVg$ Abstract This article reports the preliminary results of usability testing on a customized Primo VE search interface. The testing aimed to identify average completion time and points of friction, if any, for patrons completing common tasks in the interface. In-person and synchronous virtual testing was completed, observed, and guided by members of the research team while the participants? screen activity was recorded via Zoom. Customization plans for the interface, also reported here, were developed as potential solutions to these friction points, as well as potential adjustments to the marketing and classroom presentation of Primo VE. -Jessica -------------- next part -------------- An HTML attachment was scrubbed... URL: From oram at uillinois.edu Tue Sep 3 20:02:29 2024 From: oram at uillinois.edu (Gibson, Jessica) Date: Tue, 3 Sep 2024 20:02:29 +0000 Subject: [Discovery_PVE_Comm] Primo VE usability study article from Bradley Univ library Message-ID: <833984CB-ABE4-4C07-9A53-E1A0969D0098@uillinois.edu> Sure thing, I uploaded the PDF into the top-level of our Google Drive. -Jessica From: "Heller, Margaret" Date: Tuesday, September 3, 2024 at 1:38 PM To: Jessica Gibson , Discovery Primo VE Committee Subject: Re: [EXT] [Discovery_PVE_Comm] Primo VE usability study article from Bradley Univ library This has come my way a few times this morning, but I don?t have access to the article. Does anyone have a copy they can send? 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 Date: Tuesday, September 3, 2024 at 1:24?PM To: Discovery Primo VE Committee Subject: [EXT] [Discovery_PVE_Comm] Primo VE usability study article from Bradley Univ library Hi, all, This might be of interest to the Committee given some of your past work! It?s an article written by staff at Bradley University?s Cullom-Davis Library (an I-Share member!) on usability testing that they did on their Primo VE: Norton, C., Bloodworth, E., & Nielsen Ott, M. (2024). Change What You Can, Teach What You Can?t: A Usability Study of Primo VE at an Academic Library. Journal of Web Librarianship, 1?23. https://urldefense.com/v3/__https://doi.org/10.1080/19322909.2024.2390418__;!!DZ3fjg!4WUTvSUDFd4yv5J7rNNMvJZvQB5X3ry4c1xOj3JidpLMBuvGwaB9otGgceMp4lQAwRHniQrAZhK_ZwCw0LnKBK5qnDuLFFh7Pg4$ Abstract This article reports the preliminary results of usability testing on a customized Primo VE search interface. The testing aimed to identify average completion time and points of friction, if any, for patrons completing common tasks in the interface. In-person and synchronous virtual testing was completed, observed, and guided by members of the research team while the participants? screen activity was recorded via Zoom. Customization plans for the interface, also reported here, were developed as potential solutions to these friction points, as well as potential adjustments to the marketing and classroom presentation of Primo VE. -Jessica -------------- next part -------------- An HTML attachment was scrubbed... URL: From MHELLER4 at depaul.edu Thu Sep 5 14:40:56 2024 From: MHELLER4 at depaul.edu (Heller, Margaret) Date: Thu, 5 Sep 2024 14:40:56 +0000 Subject: [Discovery_PVE_Comm] Mixpanel early adopter Message-ID: Hi all, Just wanted to let you know that DePaul did get into the September cohort for Mixpanel so I should be able to show something of it or describe the process at least at our next meeting and do a demo in October. 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 -------------- next part -------------- An HTML attachment was scrubbed... URL: From lsskagg at ilstu.edu Thu Sep 5 15:34:30 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Thu, 5 Sep 2024 15:34:30 +0000 Subject: [Discovery_PVE_Comm] Mixpanel early adopter In-Reply-To: References: Message-ID: Excellent news!! Thanks, Margaret! From: Discovery_PVE_Comm On Behalf Of Heller, Margaret via Discovery_PVE_Comm Sent: Thursday, September 5, 2024 9:41 AM To: Discovery Primo VE Committee Subject: [Discovery_PVE_Comm] Mixpanel early adopter This message originated from outside of the Illinois State University email system. Learn why this is important Hi all, Just wanted to let you know that DePaul did get into the September cohort for Mixpanel so I should be able to show something of it or describe the process at least at our next meeting and do a demo in October. 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 -------------- next part -------------- An HTML attachment was scrubbed... URL: From lsskagg at ilstu.edu Mon Sep 16 17:36:12 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Mon, 16 Sep 2024 17:36:12 +0000 Subject: [Discovery_PVE_Comm] 9/18 DPVE Committee Meeting Message-ID: Hi all, Our next DPVE Committee meeting is this Wednesday. I've started an agenda; please feel free to add to it or let me know if any changes are necessary. Prior to our meeting, please run the out-of-the-box PVE Analytics reports we discussed in August and add your results to this spreadsheet. We will spend some time discussing the current PVE Analytics reports and questions we've uncovered. See you all soon. 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 Tue Sep 17 18:09:43 2024 From: oram at uillinois.edu (Gibson, Jessica) Date: Tue, 17 Sep 2024 18:09:43 +0000 Subject: [Discovery_PVE_Comm] CARLI Public Services Committee inquiry about AI Symposium interest Message-ID: Hello, everyone! Please see the message below from the CARLI Public Services Committee. I have added this to tomorrow?s agenda under #6 Announcements/Other Business. Annie and I will share information back to them through their CARLI staff liaisons. Note that they are requesting responses by Sept. 27. Thanks for your consideration! -Jessica Greetings, CARLI Committee Leaders, After a successful program this summer on generative AI and academic libraries, the Public Services Committee is exploring the feasibility of a CARLI-wide AI symposium for some time around April or May of 2025 that would cover a variety of concrete topics related to AI and libraries. We are contacting you to see if your committee would be interested in pursuing this idea more. If so, 1. What programs/topics would your committee be interested in? 2. What would be your preference for modality: in-person event or a Zoom webinar? We think that this could have the potential to bring together CARLI Committees and library workers from diverse library positions. Examples of topics could be: using assistive AI for discovery of research sources, an overview of AI in commercial products, AI tools for cataloging and other Technical Services processes, uses and/or information literacy of AI in library instruction, AI chatbots for Reference, and AI and patron privacy, racism, and ethics. Please let us know if you have any questions and respond by September 27 so that we may plan accordingly. -------------- next part -------------- An HTML attachment was scrubbed... URL: From oram at uillinois.edu Tue Sep 17 20:46:42 2024 From: oram at uillinois.edu (Gibson, Jessica) Date: Tue, 17 Sep 2024 20:46:42 +0000 Subject: [Discovery_PVE_Comm] Invitation for Committee to host an Annual Meeting talk table Message-ID: <8279C242-B709-47C8-AB62-FF29142A056A@uillinois.edu> One more new thing to share/discuss! I?ve added this tomorrow?s agenda in #6b! We need to decide if anyone from the Committee wants to participate by Sept. 27. -Jessica Dear Discovery Primo VE Committee Members: On behalf of the CARLI Program Planning Committee, I invite those of you who are attending the CARLI Annual Meeting on October 22, 2024 to lead a talk table about a topic of interest to your committee. These table conversations were a huge hit last year, allowing members to engage with each around topics that they?re interested in. Your topic could be broad and general (e.g., preservation) or more specific (e.g., impacts of AI on the library); you decide! Please volunteer! It?s a great way to talk to other CARLI member library staff about topics that may inform your committee?s work. Anne Craig, CARLI Senior Director No-cost registration for the Annual Meeting: https://www.carli.illinois.edu/carli-annual-meeting-5 -------------- next part -------------- An HTML attachment was scrubbed... URL: From MHELLER4 at depaul.edu Thu Sep 19 10:29:52 2024 From: MHELLER4 at depaul.edu (Heller, Margaret) Date: Thu, 19 Sep 2024 10:29:52 +0000 Subject: [Discovery_PVE_Comm] [EXT] 9/18 DPVE Committee Meeting In-Reply-To: References: Message-ID: To follow up on the question at the meeting, here's the response I got from Ex Libris: Yes, all customers with Primo VE will get Mixpanel. General adoption installs will start at the beginning of 2025. So it sounds like we should still be investing time in learning it for Primo VE. 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 Skaggs, Lindsey via Discovery_PVE_Comm Sent: Monday, September 16, 2024 12:36 PM To: Maroso, Amy via Discovery_PVE_Comm Subject: [EXT] [Discovery_PVE_Comm] 9/18 DPVE Committee Meeting Hi all, Our next DPVE Committee meeting is this Wednesday. I've started an agenda; please feel free to add to it or let me know if any changes are necessary. Prior to our meeting, please run the out-of-the-box PVE Analytics reports we discussed in August and add your results to this spreadsheet. We will spend some time discussing the current PVE Analytics reports and questions we've uncovered. See you all soon. 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 abelongea at colum.edu Tue Sep 24 20:18:18 2024 From: abelongea at colum.edu (Belongea, Andrew) Date: Tue, 24 Sep 2024 20:18:18 +0000 Subject: [Discovery_PVE_Comm] CARLI Annual Meeting Table Talk Message-ID: Hello Discovery Committee, We've confirmed that I will be hosting one of the talk tables at the upcoming annual CARLI meeting. What we haven't confirmed yet is the topic that will be under discussion from our committee. The front-runner is to discuss the Primo VE Research Assistant feature and the surrounding questions of how to present and promote such AI tools within an academic library. However, I wanted to open it up to the group to see if anyone had any other topic ideas. Suggestions are very welcome! All best, Andrew Belongea Metadata and Systems Librarian Columbia College Chicago Library abelongea at colum.edu (312) 369-7884 -------------- next part -------------- An HTML attachment was scrubbed... URL: From lsskagg at ilstu.edu Wed Sep 25 13:51:53 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Wed, 25 Sep 2024 13:51:53 +0000 Subject: [Discovery_PVE_Comm] FW: Case comments are added to the case: 07701351: Primo VE Analytics report question In-Reply-To: References: Message-ID: Hi folks - ExL confirmed that yes, when a user leaves their browser open, the tab refreshes and re-runs the search, which is sent to the analytics server. From: ProQuest and Ex Libris Support Sent: Wednesday, September 25, 2024 7:45 AM To: Skaggs, Lindsey Subject: Case comments are added to the case: 07701351: Primo VE Analytics report question This message originated from outside of the Illinois State University email system. Learn why this is important Hello Lindsey, A new comment has been added to case 07701351. Case Title: Primo VE Analytics report question Last Comment: Hi Lindsey, I did a test overnight. The Primo session times out every 60 minutes per the view configuration. I left my browser open with a search in ISU's Primo. Each time it timed out, the search was re-executed and sent to the analytics server. So, your suspicion in the case description is correct and the searches are counted multiple times when the browser window containing the search is left open. I do believe this can explain the higher number of odd searches in the analytics report. Please let me know if you have any questions! Best Regards, Lori Lareau Primo Technical Support Status: In Progress Priority: Medium Description: Hello, Members of my consortium have recently been reviewing Primo VE Analytics reports together. We are confused by some of the results in the "Popular Searches" report because it doesn't seem likely that multiple users would run the same odd searches. We are wondering if an individual leaves their browser open, and the browser refreshes, do the refreshes "re-run" the search? If so, does that inflate the statistics for that search? Thanks, Lindsey Thank you, Clarivate Support Clarivate(tm) is home for ProQuest(tm), Ex Libris(tm), Innovative(tm), Web of Science(tm) and other leading research, education and library solutions. ref:_00D30XOy._500QOIPs65:ref -------------- next part -------------- An HTML attachment was scrubbed... URL: From lsskagg at ilstu.edu Wed Sep 25 15:17:05 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Wed, 25 Sep 2024 15:17:05 +0000 Subject: [Discovery_PVE_Comm] September meeting follow-up Message-ID: Hi all, Thanks for a productive meeting last week! As promised, I'm following up with our "homework" for October's meeting. Please enable the AI Research Assistant in a test view and spend some time with it before our next meeting. We'll use the following questions to guide our discussion (please feel free to add to this list): 1. What were your initial impressions of the Research Assistant? 2. There is information in the ExL documentation about resources that are included/excluded in the search scope. Does this appear to be accurate? Are there other resources you notice aren't being returned? * Are NZ-activated resources returned by the Research Assistant? 3. What are the benefits of the tool? 4. What are the drawbacks of the tool? 5. Would you enable the tool in your production environment? Why or why not? Additionally, during our last meeting, Matt raised the question "How do we want to use Primo VE Analytics data?" (apologies if I'm misquoting, but this was the general idea). I would encourage you all to spend some time thinking about that as we will continue discussing Analytics in October. Please let me know if you have any questions, concerns, suggestions, or anything else. And as you test the AI RA, feel free to email the list with insight/questions/etc. - they don't need to wait until October. And finally, if you have suggestions for our committee's table talk topic, please reach out to Andrew. Kind regards, 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 Thu Sep 26 21:52:27 2024 From: lsskagg at ilstu.edu (Skaggs, Lindsey) Date: Thu, 26 Sep 2024 21:52:27 +0000 Subject: [Discovery_PVE_Comm] Informal webinar in October? Message-ID: Hi all, Jessica and I were emailing off list, and she suggested that the Committee host a webinar in the next month about Primo VE Research Assistant. I know we discussed the possibility of hosting something later in the semester during our last meeting, but considering how big of news the feature release is, I agree it makes sense to start the conversation about it between I-Share libraries sooner than later. How would folks feel about hosting an informal discussion webinar the week of October 28th? I think we could send out discussion questions to attendees in advance, encouraging them to test the feature, so we can all learn from each other (essentially what we?re doing in our next meeting but with a larger group ?). We could also provide some information about how other AI tools are/can be used to facilitate resource discovery and how they compare to PVE Research Assistant. In the past, we have hosted our webinars at either 11am or 1pm on Tuesday, Wednesday, or Thursday. I think this could be an hour-long event; please respond to this doodle poll to indicate your availability: https://urldefense.com/v3/__https://doodle.com/meeting/participate/id/aQvq2PMb__;!!DZ3fjg!9e3NXiZ5A6s7P5Ecdk7WIO2YrN7O_6hh8Y0g5Xwa_wA7ZXtnJFNXUx9JxjYoPEQe1FZP6hRavoTGErfD44unUpuMxSyDVfRkZL0$ (I included a 2pm option in case that is preferable; I excluded 11am on Tuesday since I?m unavailable and I don?t want to propose a webinar and then leave you all to it). Per Jessica, it would be best if CARLI had a date/time and title by the end of next week. I welcome all your thoughts. 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: