Governance / Discovery Primo VE Task Force — June 08, 2022

Discovery Primo VE Task Force — June 08, 2022

11am via Zoom

Members Present: Alice Creason (LEW), Christine McClure (DPU), Nathan Thebarge (TIU), Colin Koteles (COD), Tami Luedtke (DPU), Lindsey Skaggs (ISU)

Members Absent:  Aimee Walker (JOL), Amy Killebrew (COL), Marlee Graser (SIE)

CARLI Staff attending: Jessica Gibson, Amy Maroso

  1. Confirm minutes taker: Christine McClure
  2. Minutes from the May 11, 2022 meeting approved
  3. Unfinished Business
    1. Local Fields – Group did not meet last month.
      1. Jessica uploaded revised draft of bib local fields and draft of holdings fields to the subgroup folder on May 11 for review and feedback.
    2. Primo VE analytics – Group did not meet, but communicated through email. Amy K. has left her position and is no longer part of the committee.
      1. Agreed to wait to plan webinar for new committee.
      2. Primo Analytics 101 documentation was approved to put on CARLI website pending standardized screenshots.
    3. PrimoVE showcase – Group did not meet in the last month. Will schedule meeting soon.
      1. Showcase tentatively scheduled for July 19, 2022 at 2pm
      2. Amy notes that CARLI will need to create the event and send out an announcement in advance so will need confirmation information for that.
    4. DeDup and FRBR – Did not meet in the last month.
    5. Collections – Did not meet in the last month.
  4. New Business
    1. Proposed: adding a standing agenda item to review monthly release notes.
      1. Three highlighted fixes from June release:
        1. Error when accessing results beyond 2K
        2. Direct linking fixed for CDI records
        3. View It services not appearing for deduped records with electronic and physical holdings has been fixed. 
          1. CARLI filed a Case on this and Jessica’s testing of previous examples of problems show that it has indeed been fixed.
      2. There may be more issues to talk about and to consider disseminating to member libraries during the quarterly Feature Releases (August, November, February, May)
    2. Upcoming Change with November 2022 release: switch to Angular 1.8. Libraries and CARLI must test to ensure custom JavaScript code still works as expected.
    3. HathiTrust add-on known issue: mistakenly recognizing some unprefixed fields as OCLC numbers and creating incorrect links to HT. Jessica will work with Tami and Christine to test fixed code from the addon developer.
  5. Other items from the floor
    1. Change from task force to committee
      1. New members: Allan Berry (UIC), Rachelle Stivers (HRT) and Matt Short (NIU) will be starting in July.
      2. Nathan and Christine will be rolling off. Amy K. has left COL.
      3. Will need new chair or co-chairs for next year
    2. ER Librarian from ISU question: duplication of results from local holdings and from CDI. Are there Best practices?
      1. DPU: turning off CDI books wouldn’t work because we have book records through the CDI without our own bib records in the IZ/NZ, so living with the duplicates.
      2. ISU would lose any chapter-level records access by turning off CDI results at the Collection level
      3. Ex Libris can not yet address that the CDI index and the local index cannot be deduplicated
  6. Meeting recap and actions for next meeting (June 8)
    1. Subgroups to continue their work
    2. The next meeting will be the first as a committee