Michelle Eichelberger: Hey everybody, we're gonna get started in about five minutes.
Michelle Eichelberger: Morning everybody, we're going to get started in about two minutes.
Michelle Eichelberger: All right. Well, welcome everybody to designing pre movie is your six months tuneup. Why don't we go ahead and get started. I'm going to try and keep an eye on chat.
Michelle Eichelberger: That's kind of scrunched down to the bottom of my screen. So I will do my best to keep up with questions, please do feel free to ask questions as we go through and we will try and come up with some answers.
Michelle Eichelberger: So the plan for today is that we're going to look at the top 10 or maybe 14 things that you could do to improve your pre movie experience for your patrons.
Michelle Eichelberger: None of these are vital. None of these are going to stop your patrons from being able to get to your content, but they're kind of cool things that you could do in the meantime. Some of them are things that we mentioned during our Sunni la 2019 presentation.
Michelle Eichelberger: But we're going to go into more depth today and give you instructions for how you would actually make the changes.
Michelle Eichelberger: Some of the topics are pretty straightforward and some are a bit more complicated. And the way I've designed. Today's session is there. They're intermingled with each other.
Michelle Eichelberger: I decided to go through by sections of primo be rather than starting with basics and moving to advanced, so I will be posting the slides, you'll be able to copy and paste information from the slides. If you want to make some of these changes in your site.
Michelle Eichelberger: And we will just get started. And as I mentioned, there'll be time for questions, both during and at the end of the presentation.
Michelle Eichelberger: Alright, so the first thing we're going to talk about is changing the landing page.
Michelle Eichelberger: For your pre movie. And most of you probably know this, but this is controlled by homepage underscore n dot HTML. The N stands for English
Michelle Eichelberger: Because primo is an international product. There are different language files we happen to have the n one because most of our, our patrons are English speakers. So that is the file that you need to get access to and change. And I'm going to show you how to do that.
Michelle Eichelberger: I have a little video that I created to show you how to get in and find your customization package to get to that page. So we're going to go through that. Let me just get this started.
Michelle Eichelberger: So what you do is you want to go to your configuration area, you're going to go to configure views you click on the dots and then you do edit to edit the view that you want to manage
Michelle Eichelberger: I'm going to pause this for a second here. What you want to make sure to do is download the current view customization package if you download the template view that's going to take you back to the very beginning before actually made any changes to your
Michelle Eichelberger: Your file. So you really want to start with your current view because that's already got some color code in there and a few other things you're going to download that package.
Michelle Eichelberger: And this is what you do, you download it, download the zip file. So you need to unzip the files that are in there.
Michelle Eichelberger: So you get the SIP
Michelle Eichelberger: You highlighted, you go to extract all the files.
Michelle Eichelberger: And then what's weird about it is it gives you an extra layer of folders so you're going to have two layers of your
Michelle Eichelberger: Your name of your package will there. So what I'm showing there is a zip file. So the. Here's the two layers whenever you make changes, you want to make it from the bottom layer that's where all of your files live. And when you zip it
Michelle Eichelberger: You want to zip that bottom layer or you don't need any fancy software to do with these files.
Michelle Eichelberger: A lot of the time, I just make changes in notepad. So again, you don't need any sophisticated software to do this if you have that. That's great. And they'll probably help you. But this is where you can go in and make changes to that content.
Okay, so for the next
Michelle Eichelberger: In this case, what I'm doing is I'm making a change to that homepage content and I'm just adding a thing that says testing change to homepage and I'm going to make it bold.
Michelle Eichelberger: So to put it back up into your customization area. I'll show you how to zip it so again you want to zip that lower level underneath the top level of the same name. It's a little confusing, but you want to zip from the bottom.
Michelle Eichelberger: And then you're going to go back to your customization area.
Michelle Eichelberger: You're going to select your zip file and then you're going to upload that if you're practicing with different views. You can do this. You just have to make sure that the name of the view is included in your zip file.
Michelle Eichelberger: Another thing to keep in mind when you're doing this if you get an error.
Michelle Eichelberger: It's possible. One of the things that it doesn't like to include in your zip file are any thumbnails of images. So if you had added any any images or anything like that. Just make sure that there aren't any extra files that Windows might create okay let's just going with this.
Michelle Eichelberger: When you do load it. You want to make sure to save it both right where you uploaded it and at the top of the page and switch back to school at all.
Michelle Eichelberger: So you want to make sure to save it here as well as down farther, where it says to upload it. Okay, so let's go forwards.
Michelle Eichelberger: So in this case, what happened was I uploaded my package and what I should be seeing is that thing. I put in there about testing this package, but I don't see it that if this happens to you, that doesn't
Michelle Eichelberger: Necessarily mean that it didn't work. What might have happened is that your page might be cached. So even if you refresh it.
Michelle Eichelberger: It might not show right away. So what you might have to do and what I'm going to show you how to do in this case with Firefox is you just need to clear your cache. And once you do that, then you should see your change.
Michelle Eichelberger: So don't despair. If you make a change to something and it doesn't seem to work. It's probably not you
Michelle Eichelberger: So in this case, I went to my settings for Firefox. I went to privacy and security. And then what I did was clear the data.
Michelle Eichelberger: And now when I go back to my page and hit refresh it should show the changes that I made.
Michelle Eichelberger: So there you go.
Michelle Eichelberger: Okay, any questions so far.
Looking at chat.
Michelle Eichelberger: Okay, cool. Let's keep going.
Michelle Eichelberger: So that's how you make changes to the landing page and you can change whatever you want you can add new chunks of text, you can change the links. You can do a whole bunch of things here.
Michelle Eichelberger: Okay. And so then it once we cleared out the cash we got my new text to show. Alright, so the next thing we're going to talk about is how to make your logo bigger
Michelle Eichelberger: And you're not actually changing the size of the file, but you're changing the border that's around the file. So if you can see in this example, there's quite a big border.
Michelle Eichelberger: Around the logo and what we're going to do is we're going to decrease that so it's so the the padding is smaller, and that makes the logo bigger
Michelle Eichelberger: So you're going to do the same thing as you did to change that homepage. You're going to download the package from convict your view.
Michelle Eichelberger: This time you're going to edit the CSS file and then do the same thing. Saves up upload it and save it.
Michelle Eichelberger: The code that you're going to add is this expand logo size. So what you're doing, basically, is you're telling it to use padding of point to em and that's just shrinking this padding that's outside of the logo. So it's a really easy fix.
Michelle Eichelberger: And it's something that can make a pretty dramatic difference with not much code changing
Okay.
Michelle Eichelberger: This one is really cool. This is something that I found out about from the Technion document which I do have linked at the end of this presentation.
Michelle Eichelberger: This is a university in Israel that went through and did a lot of usability testing and came up with a document that shows you how to make changes. The two things that they found were problems with their testing.
Michelle Eichelberger: So out of the box. The no records found message, you know, if you search for something that clearly isn't going to have any hits. It's not very helpful. So basically is telling you
Michelle Eichelberger: Try different keywords check your spelling, etc. You can do customization and configuration to this content. Here are a couple of examples of what people have changed it to this one is the one that Technion used. This is one that another that asuni campus has changed it to
Michelle Eichelberger: So I'm going to show you how to go in and make those changes. These changes are actually done in the labels area.
Michelle Eichelberger: So we're gonna go in. This is a whole bunch of code. This looks like a big old mass, but it's actually not too bad. And I'm going to show you exactly what you're going to do to get to this.
Michelle Eichelberger: Event. Now I see your question about the landing page and yes it is being recorded.
Michelle Eichelberger: So again, I'll have both the slides and the recording and you can just page through the slides and copy anything that you need to copy
So let's go forwards.
Michelle Eichelberger: So what you would do to get to the labels and to find the ones that you need to find the
Michelle Eichelberger: The codes that you want are right here. You're going to change the no results title code. I'm sorry label, you're going to change the no results. Description
Michelle Eichelberger: So define those what you can do in your labels area, which if you remember, is here under discovery display configuration and then labels, you're going to click on that to open it.
Michelle Eichelberger: And then you can either search by the code itself or by the description. In this case, because we know the name of the code, we can search for it. So you would just copy and paste that into the search box and then click on search
Michelle Eichelberger: And then this tells you where that particular code lives in the table. So we know it lives in this error messages labels you click on the three dots to customize it and then here are the areas where you can change that information.
Michelle Eichelberger: What's really cool is that you can use CSS inside of
Michelle Eichelberger: This the boxes for the labels. So if you want to make something bold, you can make it bold and I if you want to make something a different color. You can change the color here. You can add links in here. It's really a nice option.
Michelle Eichelberger: So what the Technion document says to do. And again, here's a link to it and I will have a link at the end of this
Michelle Eichelberger: That what they did was they changed the first line to sorry instead of no records found they also suggest you could do. Oops. You could do whatever you want.
Michelle Eichelberger: So what they did was they put in the code or the in the word. Sorry. They used a font style around it to change the color.
Michelle Eichelberger: And then in the description. They changed what it says. For each line of the description. There are five lines.
Michelle Eichelberger: You can see here under suggestions there are five different things you can use. You can choose to not use three out of the five and you can hide those, you know, if you just want one.
Michelle Eichelberger: Thing under suggestions. There's a lot you can do with it. And you can play around with it in terms of playing around. One thing that you can do if you don't want to make
Michelle Eichelberger: Changes to your live primo is you can just copy your view and you can do
Michelle Eichelberger: Testing. Although now that I'm saying that labels applied everything so I retract that statement. If you want to do changes to the style of the homepage and that kind of thing they would do in the customization package, I would recommend
Michelle Eichelberger: Making a test site to do that. Just so you don't mess up anything that's live, but the labels applied to everything. So, but they are really easy to change. And then if you make a mistake, it's, it's pretty straightforward to backtrack out of that.
Michelle Eichelberger: So this is something that I would recommend doing just because this doesn't really help users, very much. The other thing is because primo works.
Michelle Eichelberger: Where the default is an unexpected search that's different from many other discovery systems. It's different from EDS which gave you everything, both full text and not full text in your search. So
Michelle Eichelberger: Your patrons may not be used to this kind of design where they have to click on a button to expand out to get things that aren't full text and so they may be missing a lot of results.
Michelle Eichelberger: So you may just want to note that or somehow put a link to the expand button in here, just something that so that they know that they can expand out to get more information.
Michelle Eichelberger: Alright, so now we're going to move on to talk a little bit about authentication in my account. One of the things you can do to help your patrons is implement silent login
Michelle Eichelberger: What is silent login. This means if they're logged into Blackboard or something else in the same browser, it'll automatically log them into primo as long as you're using the same kind of user authentication for the two systems.
Michelle Eichelberger: And this can be handy because if they want to request something or they want to check their account, they won't have to log in again to do that.
Michelle Eichelberger: We have seen some trouble with this when things are coming in from link resolved. So if a students out in Google Scholar and they click on a link to get into primo to order something it doesn't always the silent login doesn't always work.
Michelle Eichelberger: I did see in the February release notes that they say that's going to be fixed. So we'll see if that happens, but if it doesn't work perfectly all of the time. Don't be surprised.
Michelle Eichelberger: The place to go and change this is under discovery authentication user authentication and then at the bottom of that page, there's the box that says next to enable silent login and you just click on that box. And that's how you set that up.
Michelle Eichelberger: Any questions.
Move forward.
Michelle Eichelberger: Another thing that came up in the Technion usability studies is that users just don't even see the sign bar that they have banner blindness. So there is a
Michelle Eichelberger: Pretty straightforward way to hide that it would still show on the request form or in my account anywhere else, they would actually need to be able to sign in.
Michelle Eichelberger: But if you want to hide it from your general search area. You can do that by adding this to the end of your custom CSS file.
Michelle Eichelberger: So not much code and you get a lot of bang for your buck with this code. So you can see the difference. Here's the out of the box in the sandbox for Empire. And once I added this code to the custom CSS. It got rid of that sign on bar.
Michelle Eichelberger: Okay, there's a lot you can do to configure the My Account area, some of these things are fairly recent recent opportunities to change things that came in various releases.
Michelle Eichelberger: So if you want to do that. You can change the citation information that shows and alone. You can change the information
Michelle Eichelberger: That shows in terms of what's happening with that alone. Some of this stuff might not be useful for patrons and it does take up a lot of space. So there's a lot that you can do to configure that
Michelle Eichelberger: Okay. And the way you do that is you go to discovery and then library card configurations and you can see that the detailed information about the loan and also the brief display.
Michelle Eichelberger: If you click on either of those things, it takes you to a table where you can edit the whether or not you want it to show by clicking on the little enabled.
Tim: Toggle to turn it on or
Michelle Eichelberger: Off. You can change the
Michelle Eichelberger: The way the wording is displayed. You can change the order that things display. And here's some more information on how to do that.
Michelle Eichelberger: We just chatted again. Okay, good.
Michelle Eichelberger: Okay. Another thing you might want to do in terms of authentication is that you might want to restrict it so that patrons can't make any changes on their own account.
Michelle Eichelberger: If you only had community borrowers. You might be fine with this if they need to change their address, or maybe
Michelle Eichelberger: Any other information about that. But if you're using a sis loader. You don't really want them to be able to do that because the next time you load it, it's just going to override what they entered
Michelle Eichelberger: So, you know, and that's just kind of a waste of their time to do that and you won't really get that information and it'll just get wiped out.
Michelle Eichelberger: So the way that you prevent them from being able to make changes is by going to my configuration general general config other settings.
Michelle Eichelberger: And then the parameter key that you're looking for is primo underscore patron underscore info underscore updatable and you want to change the parameter value from why to know to add
Michelle Eichelberger: Any questions about anything that we've gone over so far.
Okay, let's keep going.
Michelle Eichelberger: So let's talk about searching
Michelle Eichelberger: One thing that you can do if you're getting results that you don't like, or you're getting too many things that you don't think are useful for your patrons is you can do what's called boosting
Michelle Eichelberger: And that's a way that you can boost up different things in your search results. So at this point in time, you can boost by Field Day and resource type
Michelle Eichelberger: So this link will give you a little more information about that but basic boosting configuration happens in the search configuration ranking configuration.
Michelle Eichelberger: So again, here's the where you would go to find that
Michelle Eichelberger: And then once you get in here you can see that there are different fields listed and then you can see the boosting factor these boosting factors. You can play around with. But I would say don't go crazy because you can really seriously affect your search results.
Michelle Eichelberger: So I would start slow with this and just just see you know if what you're doing, makes a difference. I know that various campuses have done some work with this and have really been successful in getting their own local content to show more towards the top of the pages or getting
Michelle Eichelberger: You know, getting things that are more relevant for their users up to the top of their search results.
Michelle Eichelberger: You can also boost in your blended scopes. So to do that you go to your search profiles, which again is under discovery configuration.
Michelle Eichelberger: Anything that says blended under search type inside of that you can configure the blending. And so this gives you a little bit of information.
Michelle Eichelberger: If you were trying to boost your local content, you could do some boosting in here. I honestly haven't done a lot of work with us. I know it's possible.
Michelle Eichelberger: But I wanted to give you guys the option of doing it. And you can find more information about this in our boosting documentation. I'm going to just check chat again. Okay.
Michelle Eichelberger: Okay, so another thing is, and you probably know this already, but you can change the facets that display in your search results. And you can change how many entries show underneath each of your facets.
Michelle Eichelberger: And you do that in your view configuration brief results area. So once you open up your view. Here's a tab for brief results.
Michelle Eichelberger: So you can the little blue toggle on and off determines whether or not the facet shows those values to display. What that means is underneath here. We only have two
Michelle Eichelberger: Entries showing you could show 10 values, you know, if you had 10 different libraries.
Michelle Eichelberger: You can decide not to show anything underneath it and just make people use the drop down but that's what the values to display as it's whatever is showing underneath this particular facet.
Michelle Eichelberger: The search for profile slots all not see our that means show it in all slots, except for Course Reserves.
Michelle Eichelberger: Just if you're wondering what that means.
Michelle Eichelberger: The actual names of the facets, you can change those in the label tables.
Michelle Eichelberger: And you can look that up by description, earlier I showed how to look up by code. But there's this little drop down here and you can change it to description. So if you find want to find all of the places.
Michelle Eichelberger: Where the word location is used, you would just type in location and hit search. In this case, we're looking at the facet labels table.
Michelle Eichelberger: And then here you can change the names of things. Again, there's a little more information on this link.
Michelle Eichelberger: This is pretty cool. The citation information, you can change which citation styles are the default, you can add new citation styles. There's a lot you can do with that.
Michelle Eichelberger: So, oops, and I misspoke. This is actually about the brief citation. The, the list of information that shows about your particular thing we are going to talk about citations later you can tell them kind of excited about citations.
Michelle Eichelberger: So in any case, you can change the fields that displaying your be brief citation. You get four lines, but you can have more than one field in a line and you can separate them by semi colons, or whatever you want to use to separate them with
Michelle Eichelberger: To edit it, you're going to click the three dots.
Michelle Eichelberger: Okay. And when I'm talking about the citation information. It's these four lines.
Michelle Eichelberger: So for example, if you wanted to add language, you could go in. I'm going to go back for a second, what you would do if you wanted to add language to this first line currently just title you would click on the three dots.
Michelle Eichelberger: And then you get the option to add a field. So you would look up a field. There's a whole list of them here you would pick it.
Michelle Eichelberger: And then once you've added it now you can see that it's showing both the title and the language.
Michelle Eichelberger: And if you don't like it, that it's just showing the language abbreviation apparently you can create a display normalization rule to show the full language, instead of just the abbreviation. And I know that Bill Jones did this at Geneseo
Michelle Eichelberger: I have not done this myself, but it is certainly possible. And I have a link to the display normalization rule information. So you can go in and figure out how to do that. I'm going to go back to the chat for a second. So, Renee. Is there somewhere that defines the facets.
Michelle Eichelberger: You mean in terms of like what fields are they pulling and how they're using
Michelle Eichelberger: Yeah, that's a good question.
Michelle Eichelberger: Let me think about that a little bit. One of the challenges with facets, is that the metadata is different between Alma and the PCI
Michelle Eichelberger: So sometimes if you're expecting them to work together and facet. In the same way, they don't do that because the, the way that PCI
Michelle Eichelberger: Metadata works indexing wise might not be exactly the same as the alma data. Are you seeing more kind of Mitch mismatching things. Are you seeing things that don't show up in the fastest that you think should
Michelle Eichelberger: Okay.
Michelle Eichelberger: Maybe at the end of the presentation, if you will. I don't know if you have a microphone. You can mute yourself and we can talk a little more about specific situations.
Michelle Eichelberger: And if we don't find the answer. Maybe that's something I can look into later or we can look for some actually breasts information. Awesome. Thanks, Renee.
Okay.
Michelle Eichelberger: This is something that I saw on the on the list. That seems kind of cool. I haven't done a lot with it myself. But we did have a question at one point from one of the campuses about
Michelle Eichelberger: Can you change your availability information like if you wanted to have call number colon in front of the actual call number. Can you do that.
Michelle Eichelberger: On the on the list. They said that they were able to do that. So again, I would say you could play around with that possibly do that in a separate test view before you put it into your live view. So I do think that that's possible. And I'd be curious to see if anybody can get that to work.
Michelle Eichelberger: Okay so direct linking we've talked about in other presentations, particularly in our link resolve our presentation and some of the, I think the post go live presentation.
Michelle Eichelberger: It is working better now in terms of practicing, we were seeing some problems with it, dropping the proxy, particularly for pro quest content that has been fixed with the January release.
Michelle Eichelberger: You're still going to run into issues where sometimes the links don't work because of bad metadata or missing metadata. So it's up to you but
Michelle Eichelberger: It really is a better user experience if if patrons are able to click on the available online and go right to the article. So I would say, give it a try.
Michelle Eichelberger: It's certainly up to you whether or not you want to use it, but
Michelle Eichelberger: It has been slightly improved. So if you were seeing if you chose not to use it in the past because of the proxy issue that has been fixed. And this just tells you where to go to set it up and you know what things you would want to do when you set up the direct linking
Michelle Eichelberger: So here we are about citations. Now I can talk about my exciting citations. So the out of the box default for citations on your records is MLA seventh
Michelle Eichelberger: Which many campuses aren't using any more because there is a new version of MLA. So how do you change that I'm going to show you how to do that.
Michelle Eichelberger: It's in discovery other citation styles. So here's a list of all of the styles that are using. You can see out of the box, the order is to have seventh as number one.
Michelle Eichelberger: So that'll be the default one, but you can change that if you open up by the three dots. You can change the order here. You can also hide them if you don't want them to display by changing this enabled from true to false.
Michelle Eichelberger: So that's kind of a good option for you. You can also add citation styles. I know that some of the more technical campuses have wanted to do this for
Michelle Eichelberger: Maybe medical citations. There is a repository where you can find new styles to add, I think they've tried to do this with varying success. But note that that is a possibility.
Michelle Eichelberger: Just
Michelle Eichelberger: Back to the citation. So there is a lot more information about citations in the discovery Training Guide. So if you do want to go out and try and figure out how to add your own. You can do that.
Michelle Eichelberger: The next thing I wanted to talk about are the sections of the full record.
Michelle Eichelberger: Out of the box that comes with send to above your, your view online and your full text availability, which to me. I think would be what the patron cares about more than whether or not they can export the citation. But that may vary from campus to campus so
Michelle Eichelberger: You may want to move this actions around on this page. And again, this is from the Technion documentation, which is super helpful. So in this case, what I wanted to do was move the view online above the sun too. So the changes are done in your CSS file.
Michelle Eichelberger: And it affects two parts. So, it affects this area, but it also affects the navigation over here. So you just have to make sure that you make.
Michelle Eichelberger: Changes in all the places that you need to have changes because this is can affect accessibility the labels for these tags. You want to make sure are up to date.
So,
Michelle Eichelberger: More code, a lot of code on the screen. But again, you can just come and copy and paste from here if you decide that you want to do this. So here is the the linking
Michelle Eichelberger: For the navigation.
Michelle Eichelberger: So this changes the links in the left navigation bar. And again, you want to make sure that the area labels matchup
Okay.
Michelle Eichelberger: And actually, so this is the labeling piece of it. And this is the list of the sections. So in this case, what I did was I moved the
Michelle Eichelberger: Get it, which is the view online above the the action list, which is send to or print or send out to a particular like a note or something like that.
Michelle Eichelberger: And so once you do that, it moves this chunk up above that sent to and then it also
Michelle Eichelberger: Changes the order over here. One thing to note is the Technion content is getting a little dated it came out in September 2018 so the there's a citation link that you now see in the navigation area. And that's not showing in their example.
Michelle Eichelberger: Just or in their code, I should say, just because that wasn't part of it at that point. So do use it with a grain of salt, if you see anything missing just, you know, maybe comment things out rather than fully deleting them.
Michelle Eichelberger: Okay.
Michelle Eichelberger: So I zoomed through that. Do people have questions here. As I mentioned, are some links to some various references training guides that kind of thing.
Michelle Eichelberger: Has anybody tried something that didn't work well, or are there things you want to do that. You haven't been able to do. We've got plenty of time. If you want to discuss
Liz S: Anything related to this.
Liz S: Michelle I had a couple questions.
Michelle Eichelberger: Hey, Liz.
Liz S: So when you're looking at a record.
Liz S: And it shows the available at and it has the location. And then it has the column number. Is there a way to make the location.
Liz S: And the column number, a little more different differentiated like Can, can they be different colors or different fonts.
Michelle Eichelberger: I think so, yeah, I think there is. And I think you do that in the labels.
Michelle Eichelberger: So you would want to inspect your code, you know, if you had a browser open. You could right click and inspect the code to try and figure out the
Michelle Eichelberger: The label name that's pulling that content in there. And then once you figure that out. You can go to the label tables and you can add CSS and style around them.
Michelle Eichelberger: So if you wanted your location to be read. I think that you would be able to separate out the two things I don't know this for sure, but I do think it's possible.
Okay.
Liz S: Okay, thank you.
Michelle Eichelberger: Yeah, you're welcome.
Michelle Eichelberger: Any other questions or things people wanted to discuss
Liz S: I had another one.
Liz S: I was waiting to
Liz S: give someone else a chance
Liz S: I had asked about this in base camp and it sounded like there was some confusion. So
Liz S: I was wondering about the subject facets. There's a couple that we see that we were wondering if we could hide, such as the foreign language one
Liz S: In the mark record at
Liz S: Number seven field and the genre 655 headings.
Michelle Eichelberger: Yeah, and I think the confusion came because there is a way to hide it in the display on the full record. But as far as the facets themselves that I don't know. And I do know that Nancy Bab at UB has a Salesforce ticket and about that. So I'm going to
Michelle Eichelberger: Say what they tell her. Yeah.
Michelle Eichelberger: I think you're right there was confusion. So, you know, I can tell you how to hide display on a record.
Michelle Eichelberger: Or something, but but you're more concerned about the fascinating.
Liz S: Yeah, right. Okay, thanks.
Michelle Eichelberger: Awesome. Thanks, Nancy.
Michelle Eichelberger: And Thanks Jen. So Jen Parker put a note in the chat that if you wanted to change a particular facet color. You could do that, or just I think it would be. Yeah. Yeah. I think with Liz asked
jennifer.parker: I said fast it but I meant the availability as an example of labels.
jennifer.parker: I'm so okay
Michelle Eichelberger: Yeah. Yep, exactly. That's how you add the styling to anything that you have in the label tables. The question is, Can you separate out how you style the location and the actual call number
Michelle Eichelberger: And I don't remember if that's one field or if it's multiple fields. If it's multiple fields. And yes, you can. Because they're in separate boxes in the labels. Yeah, that's in the labels, Liz.
Michelle Eichelberger: And I'm pretty sure that we have an FAQ about that. I'm going to go out and look for that.
jennifer.parker: I know that I have my call numbers, but I don't think they're a different style. Yeah.
Michelle Eichelberger: Yeah, we've got this FAQ that talks about
Michelle Eichelberger: The way the library and location x displays and the available section. Whoops.
Michelle Eichelberger: I can't remember if that's just the order of them, or if it's actually how to change the color. Yeah, sorry. That's just the the max number of display.
Michelle Eichelberger: Yeah, Liz. I know there's a way to mess with it. And I just can't remember if you can mess with the location, separate from the call number, but I'll poke around.
Michelle Eichelberger: Any other questions.
Michelle Eichelberger: Nancy, thanks for the follow up on that.
Michelle Eichelberger: Anything else anyone wants to talk about
renee.schmidt: Hi this is Renee at cucu
renee.schmidt: Should I go ahead and
renee.schmidt: Could we go back to facets, or do
Michelle Eichelberger: Mandy, Greg. Yep. No, that would be great. Thank you.
renee.schmidt: Okay, great. Um, so yeah, I guess we were a few of us were talking about it recently, and wondering if like are there.
renee.schmidt: Basically definitions of these facets that we can look at understand better and or maybe alter. So, for example, yet like the journal titles sometimes don't seem like they're all there. They don't seem complete
renee.schmidt: Or resource type you know articles is a little frustrating.
renee.schmidt: Because we want to
renee.schmidt: You know, or, or there's another one under resource type called text resources. So what does that include. What does that mean, and how is that different from books or is there overlap. Those are the kinds of questions we were having about the facets.
Michelle Eichelberger: Yeah, the resource types. You can't do anything about. And we do have some documentation about where that's coming from
Michelle Eichelberger: It's coming from, I think, from the leader on your bid record. And the problem is those don't always match up with the content that's coming from the PCI
Michelle Eichelberger: Okay, once we go to the CDI then it's going to be even more different and interesting. But since we are delaying going live with CDs in till May, maybe some of that stuff will get sorted out. In the meantime, which would be great.
Michelle Eichelberger: But that can be a challenge. Just because you're getting metadata from two different sources.
Michelle Eichelberger: It's not always matching up. So let me hang on, and grab that resource one
Michelle Eichelberger: The title of the article inside of the journal that may also be a PCI issue and I guess if you're seeing specific things may be posted in base camp.
Michelle Eichelberger: And see if anybody's got some input on it because it would be good to explore that but my, my suspicion is that is it's a metadata issue, but I don't know that for sure.
renee.schmidt: Okay. And then, and therefore, yeah, that's not something that we can have any control over. Is that correct,
Michelle Eichelberger: Yeah, unfortunately, that's correct, because we can't get it go in and mess with any of the content from the PCI, okay.
Michelle Eichelberger: If it was some horrendous thing you could submit it to Salesforce and say, hey, this is really terrible. Can you please go and fix this.
Michelle Eichelberger: Just like if you have a problem with this easy. You can submit that to Salesforce and all my data services should go in and try and fix it. But I don't know how long that would take
renee.schmidt: Then it makes me wonder like
renee.schmidt: You know, are some of these facets worth having. I guess just
renee.schmidt: If they're
renee.schmidt: Feeling incomplete.
renee.schmidt: And what would the you said there was a resource you were going to look for. Will that do you know it would that possibly help us understand the difference between text resources and books and if there is overlap there.
Michelle Eichelberger: I think so.
Michelle Eichelberger: Yeah, so this particular FAQ has um, where did the resource types come from.
Michelle Eichelberger: Okay, change the name of a resource type fixing incorrect type creating new type, etc. So I think that's where it and my suspicion is that text resources and books are not the same thing.
Michelle Eichelberger: And I think the text resources. I know that you can add content to Alma. That would be like PDFs, things like that, you know, if you had a collection
renee.schmidt: Okay.
Michelle Eichelberger: And I think that's what they mean by text resource. I don't think it just means anything texts related, but I understand why that's confusing. Okay, so, you know, if you don't like the task text resource one, there may be a way to either suppress that or maybe change the name of it.
renee.schmidt: Okay, great. Thank you.
Michelle Eichelberger: You're welcome. Thanks for asking. Yeah.
renee.schmidt: Thanks very much. Okay, I'll mute.
Michelle Eichelberger: Anything else anyone wants to talk about
Michelle Eichelberger: Okay, well, if there's nothing else I would say if if something comes up after the fact, please do feel free to post it in base camp.
Michelle Eichelberger: This Today's session is part of an ongoing discovery any resources training sessions that we have set up going through, may I posted all of the ones we have planned through February and base camp. If you're curious to see what kinds of things that we're doing.
Michelle Eichelberger: And Jane, I see Sunni holdings are still showing by default. Can you elaborate a little bit more on that. I think that is meant to be that way. The only thing was we changed recently to the Sunni holdings was the scripting that would turn it into a button or not a button.
Michelle Eichelberger: Do you want to unmute and just explain a little more
Michelle Eichelberger: Oh, okay. So your microphone is not working so
Michelle Eichelberger: Yeah, we didn't do anything to actually hide the Sunni holding. So if you don't want those to show, then you need to go in and make some changes to do that. The only thing that
Michelle Eichelberger: We changed was that the code that was set up for us back sleepers was not stable. So sometimes it would work to make a button and sometimes it wouldn't work to make a button.
Michelle Eichelberger: So I removed that code. So now there's unless you've set up your scripts locally to turn the Sunni holdings into a button.
Michelle Eichelberger: It's not going to be a button anymore, but you are still going to see the list of SUNY libraries, unless you do some other configuration which I think I have instructions for how to do that.
Which I will look up here.
Michelle Eichelberger: I'm not finding the right words to search by
Michelle Eichelberger: Yeah, I'm gonna have to look deeper to find the information about creating that button.
Michelle Eichelberger: Anything else anyone wants to talk about
Michelle Eichelberger: Okay. So Jane says if I turn it off with other senior libraries be available in the advanced search for research sharing
Michelle Eichelberger: If you turn off the display and primo it doesn't have any effect on your resource sharing because that's all behind the scenes. It just means that your patrons won't see
Michelle Eichelberger: And I don't know if it affects Advanced Search versus basic
Michelle Eichelberger: So I think you'd want to play around with it and see what happens.
Michelle Eichelberger: And what I'll do is after I'm after we're done with this session, I will find the information about that. And when I post the recording.
Michelle Eichelberger: I will put a link to the information about dealing with SUNY libraries, because I had somebody else actually Yvonne Custer was asking about you know how to hide that as well. So I know there's something out there. I just have to find it.
Michelle Eichelberger: Anything else
Michelle Eichelberger: Alright, well, if there are no other questions. Thank you so much for attending today's session. And again, I'm hoping to have the recording and slides up by the end of the day, and I will post that in base camp. So thanks everybody. And I hope you have a great rest of your day.