Study Group Session 74 - General Question and Answer

Jennifer Horwath - video was helpful but would like instructions more in the line of how to change ; how have others set up their funds and what works for them; one selector vs. multiple selectors

Danielle Emon - Thoughts about clean up of funds, rather than starting fresh:

Step 1: if you have overlapping funds, you may be able to do a ‘funds transfer’ to start to clean up your allocations.  Please see this quick article and video on transferring funds.

Step 2: Once $$ has been transferred out of a fund, you may also be able delete or deactivate a fund that is not needed.  Here is some straightforward Knowledge Center information about activating and deactivating funds.  You’ll have to make sure there is no encumbrance.  This section on Managing Funds and Ledgers also contains a section on Deleting Funds and Ledgers

Some handy tips about future roll overs are in this video on Fiscal Period Closure.  It seems that you can do a draft roll over and inspect before doing a final roll over.

Rebecca: Some of this can only be done between opening and closing. Be very intentional about the timing

Premium Services Idea- Fiscal and Fund Rollovers

Here are links to archived sessions in Confluence from the main CLSP Implementation as well as the second Mohawk & Niagara Implementation. You may be able to find refreshers on merge rules (among many other topics) in these recordings: 

 Mohawk and Niagara Implementation Alma Workshop recordings: Alma Workshop (Feb 28th - Mar 3rd)

Recordings - Alma Workshop Sessions: https://clo-collaboration-spaces.atlassian.net/wiki/x/HQAdGg

Define Phase Meetings and Dropin Sessions: Define Phase Meetings & Drop-In Sessions

Build Meetings: Build Meetings  

Deploy Meetings: Deploy Meetings

Rebecca - if same record ensure 001 is different

Rebecca - Avoid_fuzzy_search_resolving. Should be set set to 'true' to avoid matching by name only. https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/090Dedup_and_FRBR_for_Primo_VE/Dedup_and_FRBR_Analysis_Tool_for_Primo_VE

Danielle - Dedup: looks for duplicate records. Dedup key fields include: control numbers; LCCN;  ISBN; brief title, publication year, full title, main entry, etc. Note:  IZ records DO NOT dedup against CZ records. 

FRBR: looks for different versions of a resource to group together: the FRBR display can be configured to show bibliographic info for a preferred record or generic information that pertains to all records in a group.  Some key FRBR points:

The mapping for FRBR key fields is a much smaller list: author, title, uniform title, language. 

Suppression can be configured for library and location. 

FRBR suppression can be customized by means of a number of options, including material type

Comments: 

Both of these processes work by assessing key fields in bibliographic records, assigning dedup and FRBR keys and then concatenating the fields and creating group ID.  Note: records that have a common matching record may not be considered matches themselves.  Therefore, the order in which records are processed can affect the groupings.  This process is quite complex

Facet values and brief record display are based on the 1st record shown in a result set for both dedup and FRBR.

Record quality may have an impact on both processes.

A few Resources (however, you may have seen these):

Understanding the Dedup and FRBR Processes (Primo VE) (Knowledge Center)

Go to VE – Become an Expert – Dedup, FRBR and Additional Features

Dedup and FRBR Overview (2 min)