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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 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

 

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 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.