Study Group Session 79: General Question and Answer

Session Notes

Discussion forum posts since last meeting

  1. Follow up from last session - Solution to displaying multiple versions/related records in Primo VE:

    1. Someone had suggested adding a 787 field, which seems to have done the trick! I added a 787 to all the records we wanted to display together (three editions of the same textbook, each with their own bib records), using $t Title and $z ISBN. It didn’t immediately update, but the next day when we searched by title, all three versions were now displaying together for easier discovery

  2. Import Profile for COOL IV and VI collections - marc files:

    1. Please find the following instructions to assist with loading COOL IV using an OCLS import profile distributed through the Community Zone.

  3. Citation Linker:

    1. After migration, I had decided to hide the Citation Linker from Page 1+. It is an interesting tool, but I thought it might not be used so much. I did not want to put too many links (menu links) at the top.

      Just curious : for colleges who made this feature available in their menu links, do you know if it is used often (by staff or Faculty and students) ? Do you find it works well ?

    2. https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/130Configuring_Advanced_Search_Interfaces_for_Primo_VE/Configuring_Fetch_Item_for_Primo_VE

Importing COOL Audiobooks

Brenda Desjardins, St. Lawrence:

  • followed the instructions for importing the COOL collection

    • the records are appearing in Primo VE

    • noticed that there were duplicates after using the Boundless import profile and then turned off the EBSCOhost audiobook collection

    • St. Lawrence has purchased audiobooks from EBSCO separately that are not part of COOL grouping, have another file for those

      • Do they need to change the 856 field on those records?

      • Should they follow the same rule for the 856 field and just add it to that same file?

      • Jennifer Horwath has the same question about EBSCO purchased audiobooks

    • Audiobooks showing up as audio cd in Primo VE - is that normal?

    • only issue they had with first import was there was a parsing error because the extension of the Marc file was changed to .mrk from MarcEdit, so had to go back and resave the file with the extension .mrc

Jessica Reeve, Algonquin:

  • instructions say that you shouldn’t have those records already, but it turns out they do have old records from the EBSCO audiobooks that have matching OCLC 035s

  • currently working on going through and taking those out before they put the new ones in

Creating Sets

Alyssa Kuehner, Fanshawe:

  • want to apply a rule across the board so that records display with a certain note

  • When creating a set to do that, the set would need to be more than 50 records but the max seems to be 50 records in Alma. Do I create multiple sets and just be mindful that I’m capturing all of the records?

  • Aimee Jeffrey, Conestoga: You have to do it page by page - select all and add, then go to page 2 and select all and add until you've reached all pages

Search results ranking

Jennifer Horwath, Mohawk:

  • looking at configuring ranking, boosting of results

  • in some cases open resources come up more than licensed results/open content floods our result list

  • not sure if b/c most resources in NZ, if that will affect the effectiveness of configurations

  • how to configure boosting

  • looking at blended search profile and de-boosting the CDI to see if that will result in fewer open resources coming up than are currently coming up

  • want to boost licensed resources from EBSCO and Proquest

Christine Chiasson, Mohawk:

  • in the ranking configuration there are options for title and creator etc., but documentation says these options are for non-consortial environments, so it looks like the only we can do as far as that ranking configuration is the institution boosting

  • don’t know how much effect changing boosting and ranking settings will have given the NZ and if that will affect other colleges

Jennifer Horwath, Mohawk:

  • not sure if other colleges are also looking into this, will post to the Discussion Forum too

Jessica Reeve, Algonquin:

  • There has been discussion on the Primo listserv in the past about boosting, what other institutions have done - might want to search there if you would like examples of what other institutions have done

  • a bit of a black box of a feature, insufficient documentation/information from Ex Libris on what impacts these configurations will have

Aimee Jeffrey, Conestoga:

  • they’ve excluded CDI ebooks in search profile

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/040Search_Configurations/010Configuring_Search_Profiles_for_Primo_VE#Defining_Specialized_Search_Scopes_for_CDI

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/040Search_Configurations/Configuring_the_Ranking_of_Search_Results_in_Primo_VE

https://www.carli.illinois.edu/products-services/i-share/discovery-interface/blended_search_profiles

https://www.carli.illinois.edu/products-services/i-share/discovery-interface/ranking_configuration

Defining local fields for repository search

Travis Winwood, Algonquin:

  • want to search 996 fields with Analytics, thinking of defining it as one of their local parameters

  • have others defined other fields that they have found useful for searching, analytics

https://clo.libguides.com/clsp-almaprimoguide/resmgmtdocs

Can local MARC fields be searched in an Alma repository search? - FAQs

Alma Digital

Aimee Jeffrey, Conestoga:

  • can’t turn off full text indexing of digital items

  • populating higher than anything else in search results

  • Have you found any solution to the Full Text indexing in our main view? Or do you have them separated out from your main view? 

  • can take the CDI full text view out but not digital records

  • It's currently set at 0.5 so that hasn't helped

  • There might not be workaround

Lingling Jiang, Sheridan:

  • You can adjust which fields to search, like subject, author, etc. maybe you can remove full-text related fields? You can configure which fields of your records to be searched against.

https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/040Search_Configurations/Configuring_the_Ranking_of_Search_Results_in_Primo_VE

Adding Library Logo to Boundless

Brenda Desjardins, St Lawrence:

  • How can I add a logo to my library page that comes up with the database?

  • Christine Chiasson, Mohawk:

    • there is a place for adding a logo once you log into the admin panel

Vendor contact for Boundless

Recording