ULMS Discovery : 2022/23 DFC Priorities

Created by Ian Chan, last modified on Sep 27, 2022

Evaluate Primo VE

We should evaluate Primo VE and assess whether it offers improvements over Primo Back Office. The CSU Libraries elected to migrate to VE because of Ex Libris described it as offering greater functionality over BO and solutions to problems found in BO.

Establish Test Sites 

Establish 2-5 campuses that can monitor release notes and test new discovery features when available.

Update Wiki Content

Some pages in the Discovery area of the ULMS wiki require updates and possibly pruning.

Apply Findings from UI/UX Evaluation

Discuss findings from UX studies such as those conducted by Gabriel Gardner and Heather Cribbs, and provide a set of recommendations.

Address uResolver Matching Issues

Many consortia campuses are reporting records with uResolver matching issues. These include:

THESE INCLUDE

  1. over matching of results,

  2. under matching of results,

  3. different format matching, and

  4. title matching issues.

Address Features Not Working as Expected

Features are not working as expected or as we understand them to work.

EXAMPLES

  • LC subject browse does not return expected results,

  • Date Newest facet only works when specific metadata is present in records, which is inconsistent in CDI and Alma records,

  • Search within journal feature is nice, but only works when ISSN is present and can only be disabled using CSS,

  • Ranking configuration still eludes many campuses in the consortia, and

  • Performance issues with indexing, front-end load times, and feature activation.

Investigate Improvements to Analytics Gathering and Analysis

Primo VE analytics is inadequate for assessing performance and usage of the discovery tool. While the metrics do provide insight into what users do within Primo VE, page views, real-time stats, and navigation pathways are not possible due to the analytics data delay and the inability to configure third-parts tracking code such as Google Analytics