Michelle Eichelberger: Right great well welcome everyone thanks for coming to today's session on importing remote repository content into Alma Primo can you guys still see my slides, I am not seeing the green highlight anymore yep okay awesome thanks, so why don't we go ahead and get started.
Michelle Eichelberger: If I can there we go okay So what are we going to do today we're going to talk about why you would want to add external content to Alma.
Michelle Eichelberger: we're going to talk about why this new option to use remote repositories is actually better than using a discovery important to bring content into Primo.
Michelle Eichelberger: i'm going to give you a live DEMO to show you how to set this all up we're going to talk about some known issues that the external resource Task Force Task Force has.
Michelle Eichelberger: come up with, and then Jen Parker and Heidi web are going to give you some input from their experience setting them up at their campuses, so why don't we go ahead and get started.
Michelle Eichelberger: So thanks so much to the external resources Task Force, we started in I don't know August September of last year, and these are the committee members.
Michelle Eichelberger: And they've done a great job exploring how we could make the.
Michelle Eichelberger: Digital repository import work well, we did a lot of work on collections and trying to figure out how discovery collections works and best practices we've come up with some faqs out of this task for so thank you so much, everyone, I really appreciate your hard work on all of this.
Michelle Eichelberger: So the whole point of your discovery layer is to try to make as many of your resources discoverable in one place, as you possibly can.
Michelle Eichelberger: So last February we talked about how you could use discovery import profiles, to bring in content like live guides or D space or other things into your Primo which is nice.
Michelle Eichelberger: But the problem with doing it through a discovery import profile is that you can't see the records, they just.
Michelle Eichelberger: Get sucked in from the outside world get put into Primo you can't manage them and Alma excuse me, you can't find them and Alma.
Michelle Eichelberger: it's really a mysterious thing, and if there are any problems it's really hard to troubleshoot it's hard to manage them.
Michelle Eichelberger: So the remote repository setup works better, because it brings this content into collections, so you can actually see it, you can do things with it, you can organize it it's really great.
Michelle Eichelberger: It puts them into collections, which, if you decide, you want to use collection discovery and your Primo you can do that.
Michelle Eichelberger: It also just brings us the records right into Alma so they will show up in a regular Primo search you don't have to use collection discovery, so you have some really great options with it.
Michelle Eichelberger: Okay, so what i'm going to do today is i'm going to use the empire sandbox and i'm going to set up access to plattsburgh master's thesis from D space.
Michelle Eichelberger: And then i'm going to walk you through the remote repository setup how you create a collection and then how you bring the content into that collection through a digital import profile will also talk briefly about the arm of you are, which I think has a lot of potential.
Michelle Eichelberger: So what we will talk about that so let's go do all of this, and I do have the chat up so if you have a question feel free to pop it in there.
Michelle Eichelberger: Alright, so this is the collection, I want to bring in.
Michelle Eichelberger: There are, I don't know 20 ish titles in this collections of 19 masters theses So this is the space, this is where they're being stored.
Michelle Eichelberger: The whole PDF is out here, so what we're going to do is we are going to bring this collection in I made note of this collection number, because that can help you when you're trying to set it up specifically to bring in this content.
Michelle Eichelberger: And i'm going to show you how to do it just so you know I didn't make slides for all of the things that i'm doing, because all of this information is actually stored in our faq about how to bring this content in from outside.
Michelle Eichelberger: So I figured you could come and look at the faq we're just going to walk through all the steps the faq.
Michelle Eichelberger: talks about specifically digital Commons, but it works, the same way for any of these things, the D space URL that you're going to need is actually at the bottom of the page here's the one for sore.
Michelle Eichelberger: here's the one for D space so we'll talk more specifically about this, and why you should care about that.
Michelle Eichelberger: So i'm in the empire state sandbox and i'm going to start setting this up So the first thing you want to do is set up your connection and your remote repository and that's done in config and then resources.
Michelle Eichelberger: And then it is in.
Michelle Eichelberger: hang on i'm in the wrong thing here, I think.
Michelle Eichelberger: I practice this.
Michelle Eichelberger: nope okay sorry about that I even have notes and everything and i'm still mixing it up because i'm in a different screen here okay so it's record import and then remote digital repositories.
Michelle Eichelberger: Alright, so what you do there's a lot of them already created here, you can create your own if you know what you're doing, and you know how to format it.
Michelle Eichelberger: But the ones i've played around with are already kind of set up for you with a structure so i'm going to use the D space away IDC format and what you do is you just pick it and then you go to edit.
Michelle Eichelberger: Because i've played with this, this is already partially set up, but this is exactly what you're going to want to do you're going to give it.
Michelle Eichelberger: I think it you give it a code unless it already has that code, but the main thing you need to do on this space on this page is paste in the way I request URL and you can either get that.
Michelle Eichelberger: You know if you're in Sunni, this is your your D space URL that I talked about, that is, here in this faq at the bottom of the page, we have a link to it it's right there.
Michelle Eichelberger: Or if you know if you're trying to use, something that we don't.
Michelle Eichelberger: have already listed for you, you could do a search you could kind of figure it out from you know the URLs here, or you could contact the person who controls your digital repository but, in any case.
Michelle Eichelberger: that's the URL that's really important for you, you really need that one.
Michelle Eichelberger: So you paste it in there and then what I like to do is I like to connect and Edit and actually test it to make sure that it's connecting correctly.
Michelle Eichelberger: So what i'm going to do is you can do this first doesn't really matter and then, if you do save in test what you can do, then, is open a test record and you can see if it's connecting.
Michelle Eichelberger: So we're just going to wait for a second until the test screen opens.
Michelle Eichelberger: Okay, so what it's doing is it's calling out to the D space for Sunni and.
Michelle Eichelberger: You can you can do all sets you can test a specific thing because i'm really interested in these master's thesis that's what i'm going to look at, so you can look it up, you can look it up by number.
Michelle Eichelberger: You could start typing in not everything has the campus name in it, so if I had started typing plattsburgh it wouldn't have come up, so it was really handy to have that number and again that number for us and Sunni.
Michelle Eichelberger: This particular that's where the collection number comes from so i'm going to test a random record from this collection of 19 records.
Michelle Eichelberger: And what you want to see is you want to see that it passed, so this is the record, that is in the source and you can kind of stretch out the screen, so you can see what it is.
Michelle Eichelberger: What also I sometimes like to do is I will copy this information and just stick it in a notepad document, so I can easily go back and look at it, because this is really.
Michelle Eichelberger: useful for you, this can help you creating or rules, this could this is what we're going to grab for the link I wish that little thing would go away so when we want to create the link for this thing and that's where it's going to be coming from, so this is your source data.
Michelle Eichelberger: And then down here if it works if it says past, and this is showing you how it's going to come into Alma my apologies for not having a bigger screen here.
Michelle Eichelberger: But again, you can stretch it out one just totally weird thing it shows that you can't grab this it's got this little red.
Michelle Eichelberger: You know X thing eat but it's a lie, you can copy it and paste it and do whatever you want with it, if you want to keep it somewhere else for when you're trying to set up your connections Okay, so this looks good to me it says past I didn't get an error and i'm going to go back to editing.
Michelle Eichelberger: One thing to keep in mind here is for this particular remote repository would it really likes to use as a metadata prefixes this osi underscore DC there are different ones.
Michelle Eichelberger: When we were working with the discovery import profiles, you could change it to a different kind.
Michelle Eichelberger: Of metadata prefix and that could get you different fields which, in terms of D space was super handy because you could actually get a link to the PDF of the thing, rather than just the page where it lives.
Michelle Eichelberger: But, for whatever reason, this particular way I import really likes this away I underscore DC and if you try to change it to something else, and then test your record it's going to fail so fyi.
Michelle Eichelberger: Probably more information than you need at this point, but just remember you need this and, again, this is all in the faq.
Michelle Eichelberger: So the next thing we're going to do we know that it's connecting correctly we're going to tell it what to do with the data that it finds and we're going to tell it, how to set up a link.
Michelle Eichelberger: there's probably a ton that you can do in here we have barely scratched the surface on it.
Michelle Eichelberger: But the main thing we want to set up on this page is the linking parameter because again that's going to tell you how to connect to each record that you bring in so what you do is you edit this field.
Michelle Eichelberger: And representation number one that means, this is the first link for this particular thing.
Michelle Eichelberger: And what we're going to do is we're going to pull it from the header and if I open my note pad file, you can see, I did copy this data.
Michelle Eichelberger: So we're going to pull it from the header and we're going to pull it from the identifier and we're going to pull it out of this string that's in the source data.
Michelle Eichelberger: So if I can kind of.
Michelle Eichelberger: put these kind of next to each other.
Michelle Eichelberger: So you can see that this particular link is set up with the oh yeah in the colon and then there's the D space stuff and then another colon and then this is really the most important piece, that we want, because this is where it lives, specifically in the system so.
Michelle Eichelberger: For this particular thing that we're doing we're setting it up using regular expression and here's the pattern, so you can see here's some stuff and then a colon so that's this away I.
Michelle Eichelberger: here's some more stuff and then a colon that's this D space to here.
Michelle Eichelberger: And then, this last piece that's what we want to grab after the last colon, and so what we're telling it is what we want to grab is the third chunk we want normalization group number three so we're going to make just this piece are linking parameter.
Michelle Eichelberger: So that's what we're telling we're telling it, we want the first example of this, if there were more than one in the header more than one link for the identifier we're telling it we want to pull the first one, and then the target field we're sending it to is the linking parameter.
Okay.
Michelle Eichelberger: So i'm not saying that I didn't make any changes so, then the delivery tab is telling it, how you want your links to be created.
Michelle Eichelberger: So it's coming from the D space repository and then what I did was, I know that this is what I want to use for my linking.
Michelle Eichelberger: I like this because it's got an https it's a secure link, so this is going to be the same for every record that comes in.
Michelle Eichelberger: But then to actually get it to the spot we're going to add that last piece of the linking parameter and again we had set it up, so it would just be adding in this chunk of data to the end.
Michelle Eichelberger: So million things you can do with this, but this is just how we set this particular one up, so this all looks good to me i'm going to save it.
Michelle Eichelberger: And now, what i'm going to do is.
Michelle Eichelberger: i'm going to go back to resources and i'm going to create a collection to put this stuff into.
Michelle Eichelberger: So.
Michelle Eichelberger: Go back to the menu, and I go to resources and then i'm going to manage collections, and this is confusing because they call collections.
Michelle Eichelberger: there's multiple ways that collections are named here so you've got your electronic collection, this is not an electronic collection, this is discovery collections and what I mean by that is, if you have your collection discovery set up this is where it's going to live in here in Primo.
Michelle Eichelberger: which takes a minute to load so just give it a minute so I can show you what i'm talking about.
Michelle Eichelberger: And another limit okay so here are a bunch of different test collections i've set up but that's what i'm talking about when I say we're going to create a collection.
Michelle Eichelberger: Okay, so we're going to add a top level collection and i'm going to call it.
Michelle Eichelberger: plattsburgh.
Michelle Eichelberger: masters theses and what I it should do is it should bring in those 19 titles to this collection, you do have to pick a library.
Michelle Eichelberger: it's just your default library, I am going to bring the records in as Dublin core just because you have a little more control over.
Michelle Eichelberger: The normalization out of the box, for when they come in as Dublin core, but you could choose to make them come in as mark if you wanted to do that i'm going to leave this as the default Dublin core I don't want to suppress it from discovery.
Michelle Eichelberger: And that's pretty much all you have to do to create a collection, I have to give it a name here.
Michelle Eichelberger: i'm i'm going to actually just call it the same.
Michelle Eichelberger: gonna save it.
Michelle Eichelberger: OK, so now, if I scroll down my list here's my new collection So then, finally, what you have to do is now, I have to pull in that content into this collection and I will show you how to do that.
Michelle Eichelberger: And it's under resources and then import and manage import profiles and we're going to set up a digital import profile.
Michelle Eichelberger: Because we want to bring stuff in as digital content from an outside source, so you click that first.
Michelle Eichelberger: Now there's a ton of things you have to do in here it's very fiddly and again it's all kind of laid out in here under setup a digital import profile because there's a lot of options and a lot of.
Michelle Eichelberger: things we figured out doing trial and error so for us, we definitely do not want to use the networks on we don't want to bring this content into the network zone, it is a remote repository.
Michelle Eichelberger: And we are going to give it a name.
Michelle Eichelberger: which hopefully it won't fight with me about the apostrophe.
Jen Parker: Michelle, you said that it recheck network sense for you yeah.
Michelle Eichelberger: Well, thank you, and that is a good point and that's something I should have remembered to tell you guys sometimes when you're doing.
Michelle Eichelberger: Things in here, it will revert back.
Michelle Eichelberger: To check that box Thank you john very much okay so remote digital repository instance we want that D space oh yeah I do see format, one that I was messing around with.
Michelle Eichelberger: Import profile we're not going to upload files, you could do that, but what we're gonna do is we're going to bring it in via API.
Michelle Eichelberger: i'm checking to make sure it didn't check that little thing again.
Michelle Eichelberger: So the source format is only IDC I had said I want it to be Dublin core.
Michelle Eichelberger: it's going to be active I don't know enough about this to say yes to that making sure this looks okay I don't want to schedule it, you certainly can schedule it if you want it to harvest it regularly.
Michelle Eichelberger: This is my way I request thing now here's where you tell it to pick a specific collection I don't want to bring in everything that's in the space that would be way too much stuff what I really want is just the plattsburgh stuff.
Michelle Eichelberger: So we're just waiting to connect and Edit and then I can tell it which collection, I want, so I did the testing on the plattsburgh in that remote repository setup, but it was still just connect into the entire repository not just that specific collection.
Michelle Eichelberger: OK, so now, you can see, I get more options and here's sets all sets and I don't want all sets I want that one which I have the number here.
Michelle Eichelberger: Okay masters theses.
Michelle Eichelberger: And I wanted to start harvesting, from the very beginning, so this all looks good.
Michelle Eichelberger: To come back up make sure that didn't get checked again still says Dublin core okay.
Michelle Eichelberger: i'm not going to do anything to filter i'm not gonna worry about any of this stuff i'm just taking them faults.
Michelle Eichelberger: that's fine, this is, if you know if you keep harvesting you want it to match on the identifier, so it doesn't keep bringing in the same ones, over and over again, so this is good.
Michelle Eichelberger: Again there's probably a lot, you can do with all of this i'm pretty much just like cramming this stuff in there, this is not a very sophisticated import profile and then here's where you tell it what collection you want it to go into I wanted to go into the master's thesis collection.
Michelle Eichelberger: This is fine to keep that the representation is the thing itself, and I wanted to go in the regular library, and that is it.
Michelle Eichelberger: OK, so now that i've set that up what I want to do is run it, and here it is, in my list, and I want to run.
Michelle Eichelberger: i'm going to submit it and because it's only 19 records, it should go pretty quickly assuming I didn't make any mistakes.
Michelle Eichelberger: refresh it.
Michelle Eichelberger: refresh can does anybody have any questions.
Michelle Eichelberger: While i'm waiting for this thing to run.
Michelle Eichelberger: It usually goes really fast, of course, because i'm in a presentation.
Michelle Eichelberger: taking its time.
Michelle Eichelberger: Okay.
Kevin Michki: So now it's done i'm.
Kevin Michki: i'm assuming if you don't have a small collection that you would have to create a subset of a larger one to do a test.
Kevin Michki: i'm thinking of our sheet music collection, in particular, which is about 750 records so far.
Michelle Eichelberger: it's up to you Kevin I mean.
Michelle Eichelberger: The set comes in, as a set so I don't know how you could pull out just a few out of the whole set.
Jen Parker: I have some ideas on that.
Jen Parker: Go ahead um so one option, you could do is back where my Michelle chose the time and date.
Michelle Eichelberger: that's.
Jen Parker: Good get to only pick.
Jen Parker: A fairly recent thing I did that several times.
Kevin Michki: Oh okay.
Jen Parker: yeah continue to reset it and that way you only pick up you know.
Jen Parker: A small number.
Kevin Michki: yeah that's great because I didn't want to really do the whole thing in case I messed it up or something.
Kevin Michki: So.
Michelle Eichelberger: yeah let's look at that so.
Michelle Eichelberger: You can edit your import profile.
Michelle Eichelberger: And jen's exactly right, you can change the date.
Michelle Eichelberger: And now, because I already ran it it's only going to bring in the most current stuff unless I connected at it and then you can change that date range so yeah that's a great idea.
Michelle Eichelberger: But i'm going to go to.
Michelle Eichelberger: Where I was a minute ago if you're let me go back there, and you can look at the report and it'll tell you.
let's see I think history.
Michelle Eichelberger: yep so I know this ran it didn't take very long, you can look at the report.
Michelle Eichelberger: And it says that 19 records are process, which is good that's what we want to see, and it.
Michelle Eichelberger: I don't think any records were not imported, so this is good, so now, if we go back to resources and go to my collections managed collections.
Michelle Eichelberger: here's my master's thesis.
Michelle Eichelberger: And i'm going to just do edit so I can see the whole thing so here are all my records so to me this is so much easier to manage rather than okay great the thing ran and now these records are on and Primo but you can't do anything with it.
Michelle Eichelberger: So this is kind of cool here's a list of all the stuff in here, this is, if you look at the representations that's where you're going to see the links to things.
Michelle Eichelberger: What did I do here i'm going to actually look at the tight okay so i'm looking at the representation for this particular title.
Michelle Eichelberger: And then, if you go in and Edit this.
Michelle Eichelberger: it's going to show under remote properties, the link that's created so here's the linking parameter.
Michelle Eichelberger: Though i'm not quite sure why i'm not seeing the full link, but you can test.
From.
Michelle Eichelberger: down here here's the delivery URL and actually you can see the full URL in there, and if I click on it.
Michelle Eichelberger: That goes out to the repository it's linking correctly so that's all good and now what I should see in Primo.
Michelle Eichelberger: In this collections area which, again, you get to from the header if you have that turned on if I refresh this page, we should now see the plattsburgh.
Michelle Eichelberger: DC is show up as another collection yep and so now I have seven things on here, instead of just stick six.
Michelle Eichelberger: we're going to talk about the formatting and all these weird icons, and all this stuff, but this is pretty cool so now My thesis or in here.
Michelle Eichelberger: It says thesis because there's a DC mapping table where you can set up what you want the incoming Code, the Dublin core code to match up with, so this is a cool thing that you can do, and then to it just opens up like a regular Primo record you get the full record and then view online.
Michelle Eichelberger: will have that link to the space.
Michelle Eichelberger: There are other things you can do in terms of you know how you want to format this with normalization.
Michelle Eichelberger: We did not delve super deeply into that So if I click here it's going to take me out to the space.
Michelle Eichelberger: These are great because there are no proxies needed for this kind of stuff it's all just open access, the last thing I wanted to show you i'm going to.
Michelle Eichelberger: Just check on the chat for a minute and then i'm going to talk real quickly about the Alma viewer, but let me just see the chat from Ellen.
Michelle Eichelberger: Ellen that really depends on how you want to do it, you know if you make separate collections, then you can see them that close out of this.
Michelle Eichelberger: and go back you know it just depends on how you want, you know, do you want all of your theses to be in one collection, do you want everything in one giant collection.
Michelle Eichelberger: You actually don't even need to use the collections at all, it will bring the records into Alma and they'll just be searchable like anything else it's searchable and Allah So if I look at eagle buddies and just do a search it's going to show up.
Michelle Eichelberger: As a record.
Michelle Eichelberger: So they will show you know it'll show as a thesis it'll be in your regular almost search, so it really just and, yes, Catherine, you can definitely use sub collections and I think Jen may talk about that a little bit.
Michelle Eichelberger: So really the you know the collection of stuff is a handy way to manage them and Alma but it's really up to you, if you want to use that in Primo or not.
Michelle Eichelberger: i'm really fascinated by.
Michelle Eichelberger: The arm of viewer I think it has really cool potential for all kinds of things, not just this kind of stuff apparently you're supposed to be able to use videos with it, so if you had like a link somehow to.
Michelle Eichelberger: I don't know to some of your videos maybe you could get them to play right here within Primo, but I think some of it is still in development.
Michelle Eichelberger: But what's nice about this digital remote digital repository is you can play around with the arm of you are without actually re importing everything, so let me just get back to here and what i'm going to do is go back to my digital repositories and then go back to the D space one.
Michelle Eichelberger: And there's a tiny little checkbox.
Michelle Eichelberger: On the delivery page that if you check it What that means is now, you can actually see this content right in the full record so i'm going to save this.
And i'm going to go back here.
Michelle Eichelberger: And this is really specifically for the full record in your regular Primo search so now, if I go to this thing.
Michelle Eichelberger: And sometimes it just takes a minute to go.
Michelle Eichelberger: there's me a little box at the bottom, where I can actually go to the record, and here it is.
Michelle Eichelberger: What I would love to be able to do is instead of going to the Sunni digital repository page i'd really like to be able to go specifically to the PDF but, unfortunately, that only I DC.
Michelle Eichelberger: doesn't include that link and you can see that in the notepad you know I copied it out so it's got the link to the you know D space.
Michelle Eichelberger: But it doesn't have you know here's a variation on that link it doesn't actually have the PDF itself, I think that'd be really cool so you know here's your.
Michelle Eichelberger: here's your PDF right here in Primo you don't even have to leave Primo it's here.
Michelle Eichelberger: This is OK for pdfs we've played around with this with images a little bit if you have archival like pictures of your campus it does not work awesome with that.
Michelle Eichelberger: The problem with using the Alma viewer you know it can be really handy but it messes with your links so, even though it says it's available at D space repository it's actually going to take you to the viewer.
Michelle Eichelberger: Instead of the space repository so it's kind of all or nothing it's either all all of you are or no amo viewer we do have an faq about the Alma viewer and just some of your options with that.
Michelle Eichelberger: It is this one, how do I use the all of you are with digital collections so.
Michelle Eichelberger: What I really like about it, and what took me some time to figure out was that I didn't have to reload the records to test that out you just basically checking on check that little box, so if I go back in here to edit and then delivery.
Michelle Eichelberger: I think you could also mess with your linking parameters and that kind of thing, without having to re import everything so now, if I go back to this ego record it's not going to have so it had this if I refresh that's going to go away so that's something that I think is cool.
Michelle Eichelberger: And that is mostly what I wanted to show you guys, do you have any questions before I pass it along to Jen oh actually you know I did have one more slide for you.
Michelle Eichelberger: Okay, so we went over all of this.
Michelle Eichelberger: So known issues normals there are a couple of places, you can do normals.
Michelle Eichelberger: norm rules flux me Maggie is our normal expert, so we know that they're possible this group didn't fully explore it, we are going to be ending the task for shortly.
Michelle Eichelberger: So you know, I guess, if you have questions about normals with these kinds of things just post them in workplace and we'll see what we can figure out.
Michelle Eichelberger: There are a lot of problems with collections I think they're getting fixed sooner rather than later and.
Michelle Eichelberger: sls is taking this to actually versus one of our top five topics where we're trying to you know push for improvement, one of the biggest problems with them is that whoops.
Michelle Eichelberger: That.
Michelle Eichelberger: When you change the contents when you add contents or delete contents what we've had for quite a while we've had tickets out about this is that.
Michelle Eichelberger: If you change what's in here, sometimes you have to manually re index it to get the changes to show So if you remove something.
Michelle Eichelberger: If you add some other things, whether through harvests harvesting or whatever, sometimes you have to recalculate all of the titles and.
Michelle Eichelberger: The titles are not easy to gather because you have to if you're looking at digital titles you can't search by collection name, you have to know the number of the collection it's just there's a lot of problems with it.
Michelle Eichelberger: So that's something that we're keeping an eye on there's been we've seen some positive changes with that which I let I think Heidi said that for her harvesting, it seems to be indexing better.
Michelle Eichelberger: it's not intuitive to move content around and collections, you can move things from one sub collection or collection to another one.
Michelle Eichelberger: it's not obvious you click the move and it's a blank screen, so we have figured out how to manage that Jen had to take it in that got resolved recently but it's not obvious.
Michelle Eichelberger: Sometimes, as you guys saw when I first tried to load those collections, it takes time, like you said there's a blank screen and it takes time for them to show up in Primo.
Michelle Eichelberger: Nancy Bab from ub has a question in about how can you actually search by collection in the Primo screen rather just in the discovery screen i'll show you what I mean by that.
Michelle Eichelberger: You know, if you want to be searching in here for everything in a collection, so that you could pin them all, so that you could get citations so you can work on them as a clump.
Michelle Eichelberger: it's we haven't figured out how to do that, you know it's real easy to find everything together in the collection area.
Michelle Eichelberger: But in Primo itself, it can be challenging and then the last thing was.
Michelle Eichelberger: Also, if you have large collections and you want to be able to sort them, you know I think you can set up the default sword, but there doesn't seem to be a way to do that collection by collection so that's another ticket that Nancy has in about that.
Michelle Eichelberger: Okay, let me just check the chat.
Michelle Eichelberger: I think that's all that I had so i'm going to pass it off to you john.
Jen Parker: Are you do that, can you just briefly show your screen to show the default thumbnails because I think it shows the differences between heidi's and line them.
Jen Parker: Or do you want to do that, after.
Michelle Eichelberger: I can do that are you guys see my screen.
Michelle Eichelberger: yep Okay, so is this the default one that's.
Jen Parker: One, so this is a default thumbnail for a document type thing that it doesn't really know what to do with and then, if you go back to so this top part of their under the collection is a default thumbnail these images here on the collection names, those are also defaults.
Jen Parker: And I what I did with them is I imported a blank white image and forced something different, which you'll see in a minute, but they aren't they are not attractive to me.
Michelle Eichelberger: Not attractive.
Jen Parker: heidi's done some great things with them, but it was way beyond my capabilities.
Jen Parker: Okay i'm ready to share whenever you want.
Michelle Eichelberger: cool thanks.
Jen Parker: Okay, that is.
Jen Parker: This week.
Jen Parker: it's behind there.
Jen Parker: There we go Okay, so this is my collection.
Jen Parker: It can take a long time to load.
Jen Parker: i'll back up with I initially tried to do DC to mark the way that Michelle was talking about, but I couldn't get our creator field to show up as the author in any way, shape or form, I tried to normals I gave up.
Jen Parker: Then I tried DC to DC, which is what I have, and then they all imported as others, so my workaround was to come up with two local resource types one is a document and one is an image.
Jen Parker: For DC types.
Jen Parker: Once they got to be okay I focused on a CSS.
Jen Parker: yeah if you've looked at our stuff at all cortland has a very.
Jen Parker: You know, red new black don't play well with the default green, especially in cases where, for example, if you go into an item this thing over here where it's transparent the blue doesn't look good with the.
Jen Parker: With the red, so it took me a long time to get this CSS to go.
Jen Parker: The links menu up at the top.
Jen Parker: This is off white in collections, as opposed to the white that it is and regular Primo.
Jen Parker: There were those are a few of the things that I struggled with so I I eliminated transparent images all over the place.
Jen Parker: And I relied heavily on the use of a file compare tool, because every time I would fix something I would break something back in regular Primo and then the accessibility changes went in and that made it a little extra challenging.
Jen Parker: Somebody actually asked in the earlier.
Jen Parker: One of the earlier questions if there was a reason to have a different.
Jen Parker: Import and my answer is yes, because our archivist is actively adding to our digital commons all the time, so I have this setup for every collection and sub collection.
Jen Parker: To automatically check once a month and pull them in and then I don't have to look at it again unless something happens that causes it to break.
Jen Parker: So, from my perspective, that's how that I don't work, otherwise you would have to just manually pull them and then, when changes happen you'd have to go do it again and re run the job all the time.
Jen Parker: I wasn't as impressed with the online viewer as Michelle was but that's because digital commons has a much better viewer I think.
Jen Parker: I can only get back over there.
Jen Parker: And yes, the page was really slow.
Jen Parker: If I had brought up that image page that I just showed you and, if I could get.
Jen Parker: Back to pre now.
Jen Parker: This can take forever to load these would all be images and I have been defaulted as the white thumbnail.
Jen Parker: And then I have sub collections underneath.
Jen Parker: that's all I really have to talk about I don't know if anyone has any questions.
Jen Parker: Okay i'll turn it over to Heidi oops instead of chat.
Jen Parker: I did not change to a white thumbnail to make the load fan faster Nancy I changed it to a white thumbnail because a they're kind of fiddly.
Jen Parker: For example, if you have images it'll show like three across the bottom and if they're not format if they're not exactly the right image that you've selected it can look like you could get somebody torso.
Jen Parker: In the middle.
Jen Parker: And it's just looked cleaner, to me, Heidi has a whole different approach to the thumbnails that I think it was really cool so i'll let you see heidi's and then, yes, Catherine the cropping is on.
Jen Parker: So I will stop sharing.
Michelle Eichelberger: And Jen Yvonne had a question about what file compare tool, do you use.
Jen Parker: oops Okay, so I.
Jen Parker: Use notepad plus plus.
Jen Parker: Which is free, and then there is an adding that you can use to do compares.
Jen Parker: So I just kept saving off the CSS and then I had you know I must to change the package 100 times and that's based on my recycle bin.
Jen Parker: that's not an exaggeration.
Jen Parker: Look at it later Yvonne or whoever.
Jen Parker: You can ask me in base camp and i'll put the links in.
Jen Parker: place.
Michelle Eichelberger: lot of time to get this how you want it to look yeah I think it has a lot of potential.
Heidi Webb | Upstate: And, and I would say that.
Heidi Webb | Upstate: Jen has underselling herself she she has done quite a bit on the CSS and i've barely touched it mines really kind of what my normal Primo is, but our colors work a little better.
Heidi Webb | Upstate: And she also was able to pull in collections a lot earlier than I was i'm gonna I had, I had a big snafu that slow down stuff on my end.
Heidi Webb | Upstate: But I will start out by saying that the goal, I had for this was to be a proof of concept for our folks in archives they kept talking about how they want a front user interface, they want a.
Heidi Webb | Upstate: User facing interface, and I kept explaining this and I think they really thought I was going to just do a Primo search.
Heidi Webb | Upstate: And I did show this to them, the other day, when it was even more in a draft form in this, and I think my goal has been accomplished, because there was an Aha moments.
Heidi Webb | Upstate: And several folks went oh this isn't really Primo This is like kind of what some of the early institutional repositories where where people just kind of.
Heidi Webb | Upstate: put things into a repository that quite the same but it I did serve, where I was going and and I actually took a thing from Jen and I put in some blank colors on screens I didn't like the white as much here, you can see, one that has multiple.
Heidi Webb | Upstate: Things and how they look and i'll pop into this one, too, and I had pulled these directly from.
Heidi Webb | Upstate: New York heritage so they're all coming through a little bit and Michelle is correct, I, because this was a proof of concept I created a whole new Primo view tried to make it very archive species specific this.
Heidi Webb | Upstate: image isn't going to stay, but it was just so that I could differentiate it while I was playing with it a little bit for a while it looked kind of like my preview it was more specific.
Heidi Webb | Upstate: And I started with New York heritage, because that's what we had the most in and they were pretty pretty pretty pictures and and all sorts of things and, and this is where.
Heidi Webb | Upstate: I you know I pulled it in, and what I will say the disadvantage to the New York heritage compared to D space and sore and some of the other ones to set up.
Heidi Webb | Upstate: you're going to have to pull in everything is your institution and then you're going to have to pull in all of these individual.
Heidi Webb | Upstate: Sub collections and move those items by set so there's a an ID associated which each of them, so I could search for the ID.
Heidi Webb | Upstate: and pull create a set and then push them to each sub collection because it's just not set up the same way, each each institution is a set in in your heritage so.
Heidi Webb | Upstate: You know 25 times you know one time took about an hour one day it wasn't too bad because we're not actively adding things to your heritage, but I would say that's one of the downsides of that.
Heidi Webb | Upstate: But I was able to pull everything in.
Heidi Webb | Upstate: However, for a while.
Heidi Webb | Upstate: I didn't see anything I I pulled it in, and this didn't appear I could search for it in my regular Primo but I couldn't see it see it here at all like it just wasn't here, and this went on for weeks and weeks, and I was just.
Heidi Webb | Upstate: depressed not really but, like, I was just like really sad about it and it just didn't make me want to be involved in this and I put in a case and.
Heidi Webb | Upstate: sls was kind enough to escalate it for me and the answer was something I never would have figured out and was.
Heidi Webb | Upstate: made made you feel a little like maybe you should have but um it was.
Heidi Webb | Upstate: All of this is running off your my institutions search profile so at go live.
Heidi Webb | Upstate: We were having some trouble with suppressed records showing up and I didn't want anything from our children's hospital showing up in Primo at all, so I changed our my institution to only be the health sciences library and not.
Heidi Webb | Upstate: Really, the entire institution and that impacted collections and there have been a lot of changes so now, like all the suppress records really are completely suppressed and not showing up.
Heidi Webb | Upstate: And so the moral of that tale is don't change your default out of the box.
Heidi Webb | Upstate: search profiles that actually gave you because it could have implications elsewhere, so that was pretty pretty a big change and and as soon as they did that I could see things I could make changes, we could play with things it was fantastic it was wonderful things came in stuff happens.
Heidi Webb | Upstate: Something else I would say is that because it's focused on not just external things are theses and dissertations are actually catalog records, so if our archive group.
Heidi Webb | Upstate: They don't like this proof of concept, and they want to go with a different tool i'm still probably going to use it to highlight the seas or diversity collection or clerkship books which are kind of like.
Heidi Webb | Upstate: kind of like textbooks for a certain type of program and they're all just mark records that I pulled in and put into a collection.
Heidi Webb | Upstate: And what's neat about, that is if somebody finds them in our regular Primo they will see that they're part of a collection.
Heidi Webb | Upstate: And if you have it enabled they can see other things from the same collection, which you know is kind of a neat thing to do and.
Heidi Webb | Upstate: Just this week, we started to have things in store, so now, I have some electronic format it's a larger outstanding question for us locally what we're going to do about having chronic and some physical on me a bowl I think everybody struggles with that on some level.
Heidi Webb | Upstate: um.
Heidi Webb | Upstate: and
Heidi Webb | Upstate: I would say.
Heidi Webb | Upstate: One question when I didn't show this was.
Heidi Webb | Upstate: The images so when you do go in here I pulled in some thumbnails from elsewhere.
Heidi Webb | Upstate: When I look at the network traffic, it looks like they're stored and Ola but i'm not really sure, and so there was concerned that we'd be hitting up.
Heidi Webb | Upstate: New York Heritage site a little bit, so I do honestly have to say I have that still outstanding, I was trying to figure that out, and I will probably put a case out.
Heidi Webb | Upstate: tech sleepers to find out for that and.
Heidi Webb | Upstate: The finding aids are actually ED records that I pushed through mark edit to push into a mark record to push into here and so some of the disadvantages of that is well I got them in so now.
Heidi Webb | Upstate: If I add more we can find them, but I did have to edit the Leader field in the oh eight field, so they they showed up as a collection and they showed up correctly and the.
Heidi Webb | Upstate: timeline exhibits are an electronic portfolio So these are electronic these have some physical mark records, these are digital records so as a proof of concept we also you know I really wanted to have a search that search just the collections.
Heidi Webb | Upstate: And I figured out this morning, actually, so this might help Nancy a little bit.
Heidi Webb | Upstate: That you can go in and you can create a custom local data scope that includes is part of any collection, and so I have a profile that has is part of any collection.
Heidi Webb | Upstate: As well as our theses in our archive collection from our catalog.
Heidi Webb | Upstate: showing up in this search and so that all shows up together it it solved the problem of the digital items and having electronic portfolios and mark records, all together, so this has some potential.
Heidi Webb | Upstate: And then it shows up as a there's a facet option to that shows up on the side, and this is very breaking.
Heidi Webb | Upstate: News, because you know, again I couldn't do anything for a long time, and now it started working because of my institution profiles bad, so I started to play with this in the last couple days, and so you know our highlight is is that.
Heidi Webb | Upstate: I think this has a lot of potential our archives liked it and we will probably still use collections and some level going forward I just don't know if it'll be archives or delete other collections so that's the gist of what I had as well, any questions on this.
Michelle Eichelberger: I think this is so cool Heidi can you scroll down a little bit to me just look at the facets again.
Heidi Webb | Upstate: yeah, so this is digital collection by default and I I change it this morning to just kind of I don't know.
Heidi Webb | Upstate: You can change the wording right and labels and things and then these are our library locations and the nice thing about it being a separate view is I can change these like I have less here, I could get rid of some I could add some.
Heidi Webb | Upstate: That aren't relevant and view.
Heidi Webb | Upstate: So.
Michelle Eichelberger: Just remember the linking to the collection, what do you mean from the Primo record.
Michelle Eichelberger: Do I show that Heidi.
yeah.
Heidi Webb | Upstate: So if you mean a literal catalog mark record that would have been an all of pre pre Alma Primo days that this is.
Heidi Webb | Upstate: One of them.
Heidi Webb | Upstate: It says manuscript just because the Leader field, because it was pre i've learned a lot about cataloging doing this.
Heidi Webb | Upstate: So in this, so this is what we would search for our regular.
Heidi Webb | Upstate: Pre mode, this is what it shows up as if I were to search for the role of gap junctions and maker finish this is what it looks like and you could click back to dissertations This is exactly what it looks like in Primo.
Heidi Webb | Upstate: And there's no link to an electronic item because it's physically in the library.
Heidi Webb | Upstate: So your question.
Michelle Eichelberger: Are there any other questions.
Michelle Eichelberger: hey guys all inspired now you're going to go back and import everything.
Susan Perry: So I have question for Heidi so at the beginning, you were talking about because I really liked the way you added the the mark records for the.
Susan Perry: For the dissertations there.
Susan Perry: didn't you say that when you clicked on a link, you would see the other ones that's only for electronic right.
Susan Perry: Is that what you meant.
Heidi Webb | Upstate: Oh so you're talking about.
Heidi Webb | Upstate: Showing it's always better right.
Susan Perry: yeah yeah.
Heidi Webb | Upstate: Yes, so i've it by default, it shows up higher in the record i've adjusted the order that these all on display in but there's an option for more from the same collection.
Susan Perry: yo.
Heidi Webb | Upstate: So you can go check out other records also instead collection.
Susan Perry: Okay gotcha thanks yeah that's really cool yeah.
Susan Perry: Okay, thanks.
Michelle Eichelberger: Anything else.
Heidi Webb | Upstate: To nancy's question about can you search within selected.
Heidi Webb | Upstate: collections or so collection collections i'm not sure from a search scope, but you can.
Heidi Webb | Upstate: i'm from in here.
Heidi Webb | Upstate: which I don't think is what you want, but you can well hold on this was a good example I can't search here which could be why she was looking.
Heidi Webb | Upstate: you'd have to actually go into this question in search it now there's only one, and then they show up, but if I search and the overarching one where is part of any collection they'll show up and you might be able to do something with.
Heidi Webb | Upstate: The side facets.
Heidi Webb | Upstate: and keep like the Premier League type thing going something to play with I haven't yet.
Heidi Webb | Upstate: Any other questions for Jen Michelle or I.
Michelle Eichelberger: Heidi I don't know if you.
Michelle Eichelberger: Are logged in if you could show us like how you set up that scope.
Heidi Webb | Upstate: I can I am logged in awesome thanks.
Heidi Webb | Upstate: you're going to get tired in the sharing my screen.
Heidi Webb | Upstate: nope open close open close.
Heidi Webb | Upstate: So.
Heidi Webb | Upstate: In a custom local data scopes so there has to be a way to do this, so I added.
Heidi Webb | Upstate: I added I did find a way that one of the conditions any part of any collection now there is a condition in here.
Heidi Webb | Upstate: inventory.
Heidi Webb | Upstate: is part of collections sub collection whoo this may answer nancy's question.
Heidi Webb | Upstate: So you could do a specific collection potentially maybe I had seen that too, but that didn't meet my needs so I didn't do it, that was an option to and then.
Heidi Webb | Upstate: I just added that into a search profile.
Heidi Webb | Upstate: which I think it that's it's this one, even though it doesn't seem like it's that one.
Heidi Webb | Upstate: So that I have my theses and on this is our collection of what's actually in the archives and then the collection discovery.
Heidi Webb | Upstate: And then the part that I was talking about earlier about how I messed things up and couldn't see anything um is is this my institution, I had altered it and you'll see that my description reflects some of my altering and and you don't want to alter that.
Heidi Webb | Upstate: So that's That was my devolving into a problem.
Michelle Eichelberger: Any other questions.
Michelle Eichelberger: Alright well Thank you everyone i'm going to just put a link in the chat to the it's the list of all of the faqs that we created out of this group.
Michelle Eichelberger: And I will be posting it's on it's on the last page in our slides, and I will be posting those and the recording and thank you so much for coming today.
Michelle Eichelberger: Alright, have a good weekend everyone bye bye.