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Next Gen ILS Implementation

This is for FALSC's Alma/Primo VE Implementation Project.

Discovery Working Group

Discovery Working Group and Discussion Group

Proposed Charge

  • To oversee the development of the new discovery tool’s public interface, including the look and feel of the union catalog as well as to make recommendations on how each institution sets up its own local interface.
  • To focus on usability testing and instructional design for the discovery interface.
  • To focus on the development of the new discovery tool’s back-end configuration, including bib records, data-mapping for MARC and non-MARC data, OAI-PMH harvesting, knowledge base configuration, link resolution, and authentication.

Current Working Group Members

 

Name Title Institution Email Address
Michelle Apps

Collection Development Librarian

(Liaison from Joint Use Working Group)

Broward College mapps@broward.edu
Jeremy Bullian Librarian, Professor Hillsborough Community College jbullian@hccfl.edu
Alexis Carlson Reference Librarian/Assistant Professor (Secretary) Indian River State College acarlson@irsc.edu
Laura Gayle Green Head, Allen Music Library (Chair) Florida State University lgreen3@fsu.edu
Athena Hoeppner E-Resources Librarian University of Central Florida athena@ucf.edu
Lynn McCormick McDonald Library Program Director St. Pete College mccormickmcdonald.lynn@spcollege.edu
Chad Mairn Information Services Librarian St. Pete College mairn.chad@spcollege.edu
Jean Phillips Associate Dean, Technology and Digital Scholarship Florida State University jsphillips2@fsu.edu
Jamie Rogers Assistant Director of Digital Collections Florida International University rogersj@fiu.edu
Danielle Rosenthal Head of Library Technology & UX Florida Gulf Coast University drosenth@fgcu.edu
Colleen Seale Reference Librarian University of Florida cwseale@uflib.ufl.edu
Cherie McCraw Library Services Consultant FALSC (Liaison) cmccraw@flvc.org
Jay Wiese Technical Services System Specialist FALSC (Co-Liaison) jwiese@flvc.org
Jenna Miller Professor, Librarian (Liaison from ERM WG) Santa Fe College jenna.miller@sfcollege.edu 
Jessica Szempruch Assistant Librarian (Liaison from Training WG) University of South Florida jszempru@usf.edu
Marta Frydman Cataloger Librarian (Liaison from CAWG) Miami Dade College mfrydman@mdc.edu
Anthony Valenti Faculty Librarian (Liaison from Circ/Resource Sharing) Florida SouthWestern State College Anthony.Valenti@fsw.edu

 

Meeting Agendas, Minutes, and Recordings

Date Agenda Minutes Recording
6/18/20, 1:00-2:00 ET 06/18/2020 Agenda 06/18/2020 Minutes 06/18/2020 Recording
6/25/2020 12:00-1:00 ET 06/25/2020 Agenda 06/25/2020 Minutes 06/25/2020 Recording
7/2/2020 12:00-1:00 ET 07/02/2020 Agenda 07/02/2020 Minutes 07/02/2020 Recording
7/9/2020 No Meeting
7/16/2020 12:00-1:00 ET 07/16/2020 Agenda 07/16/2020 Minutes 07/16/2020 Recording
7/23/2020 12:00-1:00 ET 7/23/2020 Agenda 07/23/2020 Minutes 07/23/2020 Recording
7/30/2020 12:00-1:00 ET No Meeting
8/6/2020 12:00-1:00 ET 08/06/2020 Agenda 08/06/2020 Minutes Recording only has static
8/13/2020, 12:00-1:00 ET No meeting
8/20/2020, 12:00-1:00 ET 08/20/2020 Agenda 08/20/2020 Minutes 08/20/2020 Recording
8/27/2020, 12:00-1:00 ET No meeting
9/3/2020,12:00-1:00 ET No meeting
9/10/2020,12:00-1:00 ET 09/10/2020 Agenda 09/10/2020 Minutes 09/10/2020 Recording
9/24/2020, 12:00-1:00 ET 09/24/2020 Agenda 09/24/2020 Minutes 09/23/2020 Recording
10/01/2020, 12:00-1:00 ET 10/01/2020 Agenda 10/01/2020 Minutes 10/01/2020 Recording
10/08/2020, 12:00-1:00 ET 10/08/2020 Agenda 10/08/2020 Minutes  
10/15/2020, 12:00-1:00 ET 10/15/2020 Agenda 10/15/2020 Minutes 10/15/2020 Recording
10/22/2020, 12:00-1:00 ET 10/22/2020 Agenda 10/22/2020 Minutes 10/22/2020 Recording
10/29/2020, 12:00-1:00 ET 10/29/2020 Agenda 10/29/2020 Minutes 10/29/2020 Recording
11/05/2020, 12:00-1:00 ET 11/05/2020 Agenda 11/05/2020 Minutes 11/05/2020 Recording
11/12/2020, 12:00-1:00 ET No meeting (Hurricane)
11/19/2020, 12:00-1:00 ET No meeting
11/26/2020, 12:00-1:00 ET No meeting HAPPY THANKSGIVING
12/03/2020, 12:00-12:45 ET 12/03/2020 Agenda 12/03/2020 Minutes 12/03/2020 Recording
12/10/2020, 12:00-1:00 ET 12/10/2020 Agenda 12/10/2020 Minutes 12/10/2020 Recording
01/21/2021, 12:00-1:00 ET 01/21/2021 Agenda 01/21/2021 Minutes 01/21/2021 Recording
01/28/2021, 12:00-1:00 ET 01/28/2021 Agenda 01/28/2021 Minutes 01/28/2021 Recording
02/04/2021, 12:00-1:00 ET 02/04/2021 Agenda 02/04/2021 Minutes 02/04/2021 Recording
02/11/2021 12:00-1:00 ET 02/11/2021 Agenda 02/11/2021 Minutes 02/11/2021 Recording
02/18/2021, 12:00-1:00 ET 02/18/2021 Agenda 02/18/2021 Minutes 02/18/2021 Recording
03/11/2021, 12:00-1:00 ET 03/11/2021 Agenda 03/11/2021 Minutes 03/11/2021 Recording
03/18/2021, 12:00-1:00 ET 03/18/2021 Agenda 03/18/2021 Minutes 03/18/2021 Recording
03/25/2021, 12:00-1:00 ET 03/25/2021 Agenda 03/25/2021 Minutes 03/25/2021 Recording
04/01/2021, 12:00-1:00 ET 04/01/2021 Agenda 04/01/2021 Minutes 04/01/2021 Recording
04/15/2021, 12:00-1:00 ET 04/15/2021 Agenda 04/15/2021 Minutes 04/15/2021 Recording
04/22/2021, 12:00-1:00 ET 04/22/2021 Agenda 04/22/2021 Minutes 04/22/2021 Recording
04/29.2021, 12:00-1:00 ET 04/29/2021 Agenda 04/29/2021 Minutes 04/29/2021 Recording
05/27/2021, 12:00-1:00 ET 05/27/2021 Agenda 05/27/2021 Minutes 05/27/2021 Recording
06/03/2021, 12:00-1:00 ET 06/03/2021 Agenda 06/03/2032 Minutes 06/03/2021 Recording
07/15/2021, 12:00-1:00 ET 07/15/2021 Agenda 07/15/2021 Minutes 07/15/2021 Recording

 

Working Documents for the Working Group

 

Discovery WG Alma/Primo VE Issues reporting spreadsheet - Some eresources collections require special linking parameters to be entered manually in order for the article, ebook, streaming video, etc. links to work correctly. Not all of the collections will have these parameters entered. If your link in Primo doesn't work and it's a statewide resource listed on the document "NZ Collections with linking parameters entered" linked below, report the problem and FALSC will investigate to troubleshoot the linking parameters. If it's a locally subscribed resource, check with your eresource staff to see if it is a resource for which they added any necessary linking parameters. If no linking parameters are needed, report the problem.

NZ Collections with linking parameters entered

Answers to Questions raised during the Vanguard phase

 

Resources and Relevant Websites

FALSC's subscription is Alma with Primo VE. Please do not read documentation or watch videos related to Primo with Back Office. Primo VE and Primo (with back office) are different products and are managed differently. Use the resources below. Once in Ex Libris' Knowledge Center, carefully navigate their documentation.

Intro to Primo VE - Brief webinars providing an overview of Primo VE.

Additional Primo VE training - This set of webinars offers more in depth training on Primo VE. The videos describe Primo Analytics, deduping/FRBR, Primo VE for Collaborative Networks, and the Normalization suite 

Getting to Know Alma - Brief webinars providing an overview of Alma.

Alma Essentials - Brief webinars touch on all the functional areas in Alma. All working group members should complete this series of webinars, especially Vanguards. Schedule for completing training:

  • July 17 - Navigation and Searching.   
  • July 28 - User Management
  • August 11 – Fulfillment
  • August 14 – Resource Management
  • August 25 – Acquisitions
  • October 2 – Link Resolver (this is under Extended Training, not Alma Essentials)

Alma and Primo VE FAQ

Primo VE Product Documentation

Migration Guides and Tutorials. Of particular interest are sections on Print to Electronic (P2E) and Link Resolver to Alma Activations

Configuring Discovery Views for Primo VE. Can use in conjunction with the Primo VE configuration form. The Primo VE configuration form can be found on the Working Group's Working documents tab in the LibGuide.

Physical Item Material Types in Alma

Electronic Material Types

Mapping Resource Types for Primo VE Primo VE uses a mapping table based on values in the bibliographic records to display material types. THe mapping table cannot be edited, but the labels that display based on the table can be changed.

Resource Types for Central Discovery Index (CDI) content

Alma Glosssary

Primo VE Glossary

 

Discovery Discussion Group

The Discovery Discussion Group is open to all library staff interested in the assisting in the development of a new discovery interface for both the union view and the local instances for each institution within the Alma/Primo VE Implementation Project. A discussion list has been set up to allow the Discovery Working Group to share their work on this issue and allow for open discussion.

To join the Discovery Discussion List,

  1. Go to https://listserv.flvc.org/scripts/wa.exe?SUBED1=ILS-DISCOVERY-DISCUSSION&A=1. A form should appear.
  2. Enter your name and email address into the form.
  3. Click on Subscribe.
  4. You should receive an email message welcoming you to the list. Within that email, there should be a confirmation link. Click on the link to complete the process.

 

Primo FAQs and Online Help

This online help can be linked to any Primo interface by adding the URL. 

Primo VE Webinars - Look on the Project Presentations page for the list of webinars and recordings


If you have problems subscribing to the list, please contact the FLVC Helpdesk at help@flvc.org.

FAQs and Search Hints 

 
Do I need to sign in to use the catalog/discovery tool? 

 

You can search the discovery tool without signing in. However, before you login, you will only see that an item is loanable.  After you login, the system does a check in real time to see how long you will be able to check it out.   

       

Some features such as placing a request, placing an interlibrary loan request through the statewide UBorrow service, accessing your Library Card, and accessing online articles/eBooks/videos require you to log in. If you’re not logged into the discovery tool, use the Sign in link in the top right. An option to sign in also appears under the search box and on the full record page of each search result. 

 

Which option do I choose on the login window? 

If you are faculty, staff or a student at your institution, use the first field, labeled SSO. Some institutions have re-labeled this such as GatorLink, UCF NID, MySJRstate, etc. If you are a guest user with the ability to login, use the second option labeled Alma. Some institutions have re-labeled this second link as Guest or Library Staff.  

 

What’s in my Library Card and how do I access it?

Click the Menu link in the top right of the discovery tool to sign into your Library Card. The Library Card includes information about materials you have checked out or have obtained on interlibrary loan, fines/fees, any blocks on your account, messages from the library, and your personal information such as address. Your institution might have customized the options you can view in the Library Card.  

 

What are the different search options in the drop-down menu? 

Most institutions will have similar options for the group of records, or search scope, that they offer for searching. These options include Library Catalog, Everything, Statewide Catalog, Articles and more, and Course Reserves. These can be seen as you begin to type search word(s) and they can be seen to the right of your search in a drop-down menu. 

  • Library Catalog includes books, journals, other physical items that are in the library, and selected electronic materials.  

  • Everything includes the complete collection of library materials including physical books and journals, media, other physical items, eBooks and eJournals, streaming video, other electronic materials, and articles.  

  • Articles and more includes online articles and other electronic content.  

  • Statewide catalog includes the holdings of all 40 Florida public colleges and universities. 

  • Course reserves includes everything your institution has placed on course reserves.

 
How do I enter search words?

Type one or more words that you are looking for into the basic search box and click the Search button. If you enter multiple words, the discovery tool will return results that contain all the specified terms. You can also use the following techniques to improve a search. 

 

How do I search for a book, video, etc. by title? 

Select “Library Catalog” or your institution’s equivalent if it’s been renamed, enter the title in the basic search box and click the search icon. On the results list, look to the left side of the screen and select the resource type to narrow your search results to only that format. You can also choose Browse search if your library offers it. Click the Browse search link in the Main Menu, choose Title from the drop down and enter your search term. When using this option, don’t include initial articles such as “a”, “an”, or “the” in your search. 

 

How do I search for an Author? 

Enter the author’s name in the basic search box. You can also choose Browse search if your library offers it. Click the Browse search link in the Main Menu, choose Author from the drop down and enter the author’s name, with the last name entered first. 

 

How do I search by ISBN or Call number? 

Enter the number in the basic search box and click Search. You can also use the Advanced search and choose the ISBN and Call number options or you can use the Browse search and choose call number. 

 
Can I search for a phrase or an exact match? 

Yes. Use quotation marks to search a phrase as one term. An example is: “global warming” 

 

Can I use Boolean search options (AND, OR, NOT)? 

Yes. Use AND, OR, and NOT to join search terms or exclude certain terms. Capitalize AND, OR, and NOT when used in a search. Examples include: 

  • global AND warming 

  • global OR warming 

  • global NOT warming 

 

Can I use wildcards in a search? 

Yes. If you want to search for alternate spellings of a word or search for multiple words with the same base, or if you aren't sure of the correct spelling, you can use either a question mark or an asterisk.  

  • Enter a question mark to perform a single character wildcard search. For example, type wom?n to search for records that contain the strings woman, women 

  • Enter an asterisk to perform a multiple character wildcard search. For example, type cultur* to search for records that contain strings, such as culture, cultural, and culturally 

 

Will the system provide alternate spelling suggestions? 

Yes. If you misspell a word or if there are similar search terms, the system will generally provide an alternate spelling suggestion or it will search phrases it knows to be correct, offering the option to search the misspelled phrase instead. 

 

What is UBorrow? 

Borrow is a statewide interlibrary loan system in which you can borrow materials from any of the 40 public colleges and universities in Florida. If you have a valid student ID at a Florida college or university, you may request delivery of certain materials held at another Florida state college or university. Those materials are designated with a Uborrow Request link. 

 

 

Can I get citations in the discovery tool? 

Yes. Choose the quotation marks I the record actions list. A window will expand. Choose the desired citation style. The citation styles are updated by the vendor when they become available. Please check your citations carefully.   

 

Can I save items while I try a different search? 

Yes. Look for the pin icon and click on it. Your selections will be saved until you end your session or close the browser window. To view saved items, click the pin icon in the top right. If you are logged in when you pin items, the system will retain them.  

 

Can I save a search? 

Yes.  Signed-in users can save searches between sessions and receive email alerts when there is an update to the saved search query. Click the pin icon (My Favorites) to view your saved search and set the email alert. To delete a saved query, click the unpin button in My Favorites. 

 

How do I use the citation trail? 

The citation trail icons display on the brief record.  This is an exploration tool that helps users find related articles and explore the topic further. You will not always see citation trails, but if citations are available, you can view related citations that are either cited in the record CitedByThisRecord_Icon.png  in your results list or which cite the record CitingThisRecord_Icon.png in your results list.