Michelle Eichelberger: Alright, it's about 11 o'clock, so why don't we go ahead and get started. Good morning, everyone, and thank you for joining me for primo searching
Michelle Eichelberger: We're going to switch up the format a little bit from the previous sessions.
Michelle Eichelberger: I'm not going to have a slide show. We're going to do some live searching and I'm hoping that this can be more of a discussion about primo searching rather than me just reading off slides to you.
Michelle Eichelberger: So before we get into the actual searching. I wanted to give you a little bit of information about where you can find training content and also recording of the previous sessions.
Michelle Eichelberger: If you go to the Sunni shared MSP overview page, there's a lot of information just about the various task forces and working groups.
Michelle Eichelberger: And one of the things on this page is a link to all of the SLS s presentations, we turn them into databases.
Michelle Eichelberger: So if you miss the recording. If you can't find it in base camp. You can always come here, we try to get it up here within a day or two of the session that we've done
Michelle Eichelberger: So just be aware that this is here and also up in the top right, there's a link to training.
Michelle Eichelberger: And this is where you can find all of the training material that we've pulled together. We also try to put the recordings on these pages.
Michelle Eichelberger: As well. But they get on to that presentations list first. So we're going to talk specifically about discovery today. So we want to look at the discovery pre movie guide.
Michelle Eichelberger: And I should mention too if you do have any questions as we're going along, do please feel free to put them in the chat or unmute yourself.
Michelle Eichelberger: But I will be keeping an eye on the chat.
Michelle Eichelberger: So there's a lot of information about configuring primo be but there's also a tab here about searching functionality and this is what we're going to be talking about today.
Michelle Eichelberger: We're not going to go into as much depth as some of the actually burst documentation. But be aware that that is here.
Michelle Eichelberger: There's also a tab for patron tools. If you're interested in learning more about what patrons can do, how the my library card works, you know, pinning all of those kinds of things. There is documentation here. So why don't we go ahead and get started doing some searching
Michelle Eichelberger: We I also wanted to show you that back at the shared MSP page which if it'll go
Michelle Eichelberger: The task forces and working group under discovery. There's actually a link to all of the pre Mobi sites which I use this daily. This is a really handy thing. If you want to see how other campuses have set up their primo
Michelle Eichelberger: If you want to compare searching and your primo with somebody else's primo just to see if you get different results. So I'm going to use this today to go to a couple of different campuses to do some searching
Michelle Eichelberger: And I've been doing a lot of work with Sunni Polly's we're actually going to use them as an example and I saw that they are here for the session. So please chime in if you see anything that I'm doing wrong or if you have any questions about what I'm coming up with
So let's get started.
Michelle Eichelberger: So I'm going to do a search for
Michelle Eichelberger: Trees and roots. One thing to keep in mind if you're using Boolean operators, you have to capitalize them if you really want them to work as Boolean operators. I don't care so much. I'm just doing a general search. So I'm going to hit Enter.
Michelle Eichelberger: And you notice that Polly does have it set up to to do this kind of filtering right from the search
Michelle Eichelberger: Not everybody has this setup. If you want this done for your campus, you can talk to your systems librarian and have them set it up.
Michelle Eichelberger: How it works is if you click the down arrow, you can change your searching to exact phrase begins with or just a general contains my search terms. And you can also determine where in the record you want this to be searched
Michelle Eichelberger: So this is possible. It's not out of the box functionality, but it can certainly be added easily. I think it's just a checkbox in the view configuration area.
Michelle Eichelberger: Okay, so I'm sure you've done tons of searching already. And I'm going to just give you some general information and apologies if this is stuff you're already familiar with, but I thought it would be worth repeating.
Michelle Eichelberger: Some of the information about searching. So remember that you can always say no.
Michelle Eichelberger: To filters. So you can either say yes, I only want all open access or I don't want to have open access me share my results. And you can do that with more than one filter, which is really handy. I'm going to scroll down, so I don't want open access and maybe I also don't want
Michelle Eichelberger: I don't want books and I, and then you can keep adding on to your filters and then if you decide you don't want the filters anymore. You can just easily X out of them. Or you can just do reset and that'll take you back to your original search
Michelle Eichelberger: As I'm sure you're aware, you get your resource types. You see the brief record information about what you're getting. And then it tells you if it's available online or not.
Michelle Eichelberger: A little bit more information about the facets. One thing that I find particularly confusing about the facets, is that if you look at collection.
Michelle Eichelberger: You would think that this is the collection, where you get this material from. So, you know, if you click on this, you think, well, this is all things that came from Gail one file.
Michelle Eichelberger: You know, and then you might wonder, well why aren't all of my databases listed in this collection. This collection is actually what's being indexed. It's not the fulfillment piece of it. So it's not where
Michelle Eichelberger: Your full text is coming from. It's what it's what is being searched. So that is a little bit different from other systems we've used
Michelle Eichelberger: So you can decide how useful that is. But when you're training students. I wouldn't spend a lot of time on this because they don't really care where the indexing comes so you and you are also free to suppress this collection.
Michelle Eichelberger: As a facet. If you don't want it to show for people if you don't think it's useful for them.
Michelle Eichelberger: So now we're going to talk a little bit about availability. We've talked about availability in previous sessions in terms of where the availability comes from, you know,
Michelle Eichelberger: How long it takes for something that you've activated to show up as being available that can really vary.
Michelle Eichelberger: The bid records for things you add will show up right away. Within about 30 minutes but if you're looking for articles that kind of thing. There is a publishing job that runs and it can take up to a week to 10 days for the article availability to be correct.
Michelle Eichelberger: Andrew and I see your chat and I'll get you in just a second. If you want to see what else you have you can do expand results.
Michelle Eichelberger: And that will show you everything. And sometimes what happens is you will get things in here that say not available, but then when you actually open the record, it will show that it is really available. And that's because the job, maybe hasn't run
Michelle Eichelberger: So let me look at the chat so
Michelle Eichelberger: So Andrew has a question about the the facets showing up or partially appearing
Michelle Eichelberger: What I would do in that case is, I would submit a Salesforce ticket. Because my understanding was that that problem, problem was fixed. It's something we did work closely with the primo support staff to try and get fixed.
Michelle Eichelberger: I know that it can still be an issue if you're doing a kind of a complicated search with multiple pieces to it or an advanced search but a general search. It's supposed to be working right off the bat, excuse me just clear
Michelle Eichelberger: So I'm sorry to hear that. That still happening for you and do please submit a Salesforce ticket and feel free to put my email address in the
Michelle Eichelberger: Yeah, okay. So it's, it is still happening. Occasionally we do need to document this stuff, so don't hesitate to submit it if it is happening, even if the problem is, sometimes it's hard to reproduce when actually just wants an example of it.
Michelle Eichelberger: But that's good to know. So the more information that you can share with us in base camp or through live answers, the better off we are in terms of negotiating with x leader support in trying to get some of these things fixed
Michelle Eichelberger: Because sometimes, since we're not out there, searching every day, like you guys are. We don't know what is still a problem. So it's really helpful for you to
Michelle Eichelberger: Post things in base camp. So we can see that there are still outstanding issues because you're really the experts on what you're seeing and what your students are seeing
Michelle Eichelberger: Okay, so, Holly says the subject facets, not very useful. Where are the subjects coming from
Michelle Eichelberger: The subjects are coming from the boob records, most of the time if it's an article, then it would be coming from your PCI records, which is the searching piece of it. And you're right. The subjects are often challenging
Michelle Eichelberger: And you can see that sometimes when you do a browse search. It's the numbers that they tell you you're supposed to get don't match.
Michelle Eichelberger: But again, so subjects are either coming from your bid record in your alma records. So that would be books physical items journals, just the you know the actual journal, not the articles in the journal and then the article subjects are coming from the PCI indexing.
Michelle Eichelberger: That is a good question.
Michelle Eichelberger: And one of the things I'm noticing is Polly does have lip key setup so I'm kind of surprised that none of these are showing lip key because I did see it in there. A couple of days ago so
Michelle Eichelberger: This is the challenge with a live demo sometimes things don't appear like you expect them to appear anywhere, any more questions about kind of general searching and facets and what you expect to find
Michelle Eichelberger: And again, feel free to unmute yourself if there's something specific. You want to ask
Michelle Eichelberger: Alright, so let's do an advanced search
Michelle Eichelberger: And this time I'm going to one of the challenges I find with searching and primo as compared to previous systems is
Michelle Eichelberger: If you're looking for a particular article, there's no way to limit it just by journal title. I mean, you can type in the journal title, but it's just doing it as a keyword search. There's no way to limit it just to that journal title. So that can be challenging.
Michelle Eichelberger: In this case, I'm going to do just an advanced search with just journal, because I want things that have journal in the title of the journal
Michelle Eichelberger: Something that Nancy brought up Nancy bad from Buffalo brought up recently is that in the advanced search. There's no way to pick more than one thing at a time, which can kind of be annoying.
Michelle Eichelberger: So if you do want to have more than one type or more than one language, I would suggest using the facets after you search, rather than trying to set that up in the advanced search
Search.
Losing my chat.
Michelle Eichelberger: The other thing that's a little bit weird about the Advanced Search is that you know you do your search. And then you have to actually scroll down. Whoops, I did not know I did not intend to search for trees and roots.
Michelle Eichelberger: So Advanced Search. I did it to include results delivered via interlibrary loan and you can see that the results do have the word journal in them. This must have the word journal inside of the
Michelle Eichelberger: Somewhere in the fields like the notes fields or that kind of thing. Let's also limit this to articles.
OK.
Michelle Eichelberger: So again, not really what I wanted. You know, I, if I wanted a specific journal title that can be challenging to get
Michelle Eichelberger: Let's see if we wanted to do this, see if it works.
Michelle Eichelberger: Oh, okay, here's some looky I said that I wasn't seeing it before and now I'm seeing it. So this is
Michelle Eichelberger: You heard a lot of discussion recently about liberty and that Sunni is getting a contract for this is how it works. So you would be able to get the PDF right here on the results list, rather than inside of the full record or, you know, linking out to it.
Michelle Eichelberger: And sometimes you also see read article versus PDF. So that's a good thing. But that's weird that I wasn't seeing that before.
Michelle Eichelberger: So let's narrow this down to a specific journal
Michelle Eichelberger: So this does work a little bit better. So now I am getting things that are specifically from that journal, but
Michelle Eichelberger: I do really miss having a place where you can actually type in journal title and it'll know that that is the thing.
Any questions about this.
Michelle Eichelberger: So if we wanted, we got
Michelle Eichelberger: 2033 results for this. If I did a capital and let's see how that changes the search
Michelle Eichelberger: And that doesn't really make any difference. So in this case it did work the same with a capitalized or not capitalized.
Michelle Eichelberger: Let's do will put quotes
Michelle Eichelberger: And that time, it only gave me one result I still am not completely sure how the quotes work or don't work. I would think I would get a lot more. Although I did limited just to the journal botany.
Michelle Eichelberger: So this time I only got 12 results for trees and roots and I'm seeing it underlining things that aren't in the specific phrase.
Michelle Eichelberger: So if we go into the record. Okay, so the phrase does show up. So that does really limit your search down
Michelle Eichelberger: I have had situations where I've used quotes and it tells me there's nothing out there, which I'm not always sure that that is true, or the case. So just be aware of using the quotes it should work fine. But sometimes things don't work, how you think they're going to work.
Michelle Eichelberger: I'm going to check the chatting again.
Okay.
Michelle Eichelberger: Another thing I wanted to go over today is the talk about how the CDI is going to affect your searching
Michelle Eichelberger: Our understanding and what we've been promoting is that you're going to get a lot more results because it's going to search your reference entries and
Michelle Eichelberger: Any chapters of any books that you might have. But in some doing in doing some searching the other day, I found that that can vary wildly, you might get fewer results, you might get, you know,
Michelle Eichelberger: More results, you might get the exact same results. So let's do a few searches, just so you can see how it work and hopefully to reassure you that it's not going to be a gigantic change for your users. Okay, so we're going to go back to the beginning.
Michelle Eichelberger: I'm going to do my trees and roots search again.
Michelle Eichelberger: Okay, so I got 207 ish results. And now what I'm going to do is click on my bookmark list that I've created for how does for search in the CDI
Michelle Eichelberger: And in the presentation that we did a couple of weeks ago we being the CDI task force we have information about how to set this up and anybody can set this up. You don't have to be a systems librarian or
Michelle Eichelberger: You just have to be able to copy and paste. And so there are instructions for how to do this. And I would really encourage you to get out there and start playing around with the CDI search what it's doing is at the end of your URL.
Michelle Eichelberger: Here you can also manually add the words and search CDI equals true. But this little book bookmark that will do that for you. So we're going to compare results so 207,000. I'm going to click on my search CDI and it's redoing the same search
Michelle Eichelberger: And then
Michelle Eichelberger: What you're going to see that's the most different is that the number of results. So in this case, it really did give us a lot more results. So we got 630 9000
Michelle Eichelberger: As opposed to 207,000 split. You can see the environment looks the same. I don't think your users are going to notice much
Michelle Eichelberger: And particularly if they're just used to looking at the first couple of pages of results. They may not notice that they're getting a lot more results may they care about that. One of the other things you might see a slight difference is in your resource types.
And
Michelle Eichelberger: Data sets, I think, is a new type videos they separate out audio visual for PCI records. So there might be some slight change in wording in here.
Michelle Eichelberger: And change the number of results, but the the search itself is not going to be different in terms of how the records. Look how the linking works how direct linking works your display logic. All of that will continue to work the same way that it's currently working
Michelle Eichelberger: It's just the number of results. The other thing that I think is a nice thing.
Michelle Eichelberger: Is that instead of getting group to record. Sometimes you'll see, you know, this is three or four records group together you'll get a single record.
Michelle Eichelberger: For anything that's coming from the CDI. And when I say CD. I mean, that is, has your article indexing. So I think that is going to be useful for patrons.
Michelle Eichelberger: I'm going to check the chat again. Do you have questions about how this works.
Michelle Eichelberger: Okay, I don't see any questions. What I'm going to do is go to a different catalog and do a little searching and you can see the difference between the catalogs. I'm going to do another CDI search. So let's switch and this time I'm going to do buff state.
Search.
Michelle Eichelberger: So, this time in both states catalog. I got 150 5000 results. If I do search CDI
Michelle Eichelberger: I do get more here as well.
Michelle Eichelberger: And let's see if they have an article filter or they do.
Michelle Eichelberger: But one of the things you will notice is that if you're searching things just from your catalog. So let's do the library catalog.
Michelle Eichelberger: Those numbers should not change at all. So 257 results searching the CDI and I'm going to go to the end of my
Michelle Eichelberger: search string and I'm gonna take that off.
Michelle Eichelberger: And so without searching CDI
Michelle Eichelberger: Same number of results because you're searching things that are an Alma, and none of that is changing. So you should not expect to see any differences, unless you have all my eBooks and that you might see slight differences, but that should stay the same internship terms of search results.
Questions about that.
Michelle Eichelberger: Okay. So, Carolyn has a question.
Michelle Eichelberger: Okay, gentlemen, we will look at that. I'm almost I've got probably about 10 more minutes worth of content that I wanted to cover, but that's it.
Michelle Eichelberger: This is the kind of thing. I'm hoping that we can look at together so that that's a great question. And we will get to that.
Michelle Eichelberger: Okay, so another thing I wanted to talk about is the patron tools.
Michelle Eichelberger: I not allowed to sign in to buff state because I don't have an account, but you'll see in most of your catalogs, you'll see this sign in option you can hide this if you want to. I've given information about how to do that in various sessions that I've done.
Michelle Eichelberger: There have been various usability studies that say that people
Michelle Eichelberger: don't even see this really they only want to sign in at their point of need. So that is something you can get up, get rid of, but it certainly doesn't hurt to have it here in your catalog, but
Michelle Eichelberger: Patrons once they're signed in. Well, temporarily. I think if you're not signed in, you can just pin things for a session, but it won't save your pins, unless you're signed in.
Michelle Eichelberger: And there has been some problems with the pinning and you've probably seen discussion about this on base camp. If you're in base camp.
Michelle Eichelberger: And we're hoping that that will be solved, very soon. There was a message on the on the listserv that they were hoping to have it fixed by the end of the day today. So
Michelle Eichelberger: If you've seen weirdness with the pinning, you're not alone. And there definitely were problems, particularly with articles or things that are coming from the Central Index.
Michelle Eichelberger: But that is supposed to be pin soon.
Michelle Eichelberger: So patrons can pin what they're looking for. They can create lists in their account. Once they sign into their account. They can renew things they can see all of their checked out items if they have ordered things via resource sharing
Michelle Eichelberger: They can see where in the process, the request is which is really handy. So there's a lot of great features that they can play with once they've signed in, and in the training guide that I showed you earlier, there is more information about that.
Michelle Eichelberger: I know it's challenging, sometimes to print content from here. We do have an FAQ about printing from primo that's possibly a little dated and maybe it's better. Now let me just go to
The
Michelle Eichelberger: The training guide and I'll show you where the FAQ lives.
Think it's under here.
Nope.
Michelle Eichelberger: So down in the FAQs, there is information about
Michelle Eichelberger: That's not you can do here is
Michelle Eichelberger: Do a search
Michelle Eichelberger: Yep. And so once you do your search. It'll give you everything that's related to that. So here's the FAQ with information about the best way to print a list of results.
Michelle Eichelberger: So that was the bulk of what I wanted to go over in my presentation piece of it. So let's look at some of your questions, gentlemen.
Michelle Eichelberger: Okay, so, gentlemen. You're at West Chester, is that correct
Michelle Eichelberger: Columbia green. Thank you so much. Okay, so let's go to your catalog.
Michelle Eichelberger: Okay. And so you just looked for it in your general everything search
Michelle Eichelberger: Okay, and then
Michelle Eichelberger: I am surprised and this may be what you're asking. I'm surprised that it's checked for available services and it's showing in
Michelle Eichelberger: Without an expanded result. Usually it's everything that's full texture that you own.
Michelle Eichelberger: So this might be something for us to look into with you because you are an extended service campus.
Michelle Eichelberger: That is very weird. Maybe it's something that you have that's the item is suppressed.
Michelle Eichelberger: So let me just read the rest of your chat more closely.
Login to check for availability and other campuses.
Michelle Eichelberger: Actually the login is there so that you can get a request option to pop up. So in this case, because it's a book I would expect it to be the Sunni resource sharing request. So, let us
Michelle Eichelberger: Know that this was an issue and we can get back to you again because you're an extended service campus.
Michelle Eichelberger: Yeah, so we'll cat things that you own it. So I think there's a problem and Alma will have to look at your record and Alma. So, good question.
Michelle Eichelberger: And let's see, Connie. Okay, so I have had an instructor want to print the list of what she pinned to shared with class so kindly, I hope that the How To will be helpful for you because I know that can be challenging. Sometimes it prints out way more information than you want it to print
Michelle Eichelberger: I have found better success with just using the browser print tools than using the primo print tools. So, you know, if you're still struggling with that after this session, please feel free to post on base camp and we can do some further exploration of that.
Michelle Eichelberger: And then share the list with the class. I'm not sure if that's possible in terms of like
Michelle Eichelberger: Particularly, you have to be logged in to get to someone else's list. And if you are not logged in and saving your pins, then
Michelle Eichelberger: You're not going to be able to have a static list to share later.
Michelle Eichelberger: Okay. And then, Nancy. I'm not sure what you mean, because I'm catching up. Is it signed out. Oh, the book Columbia greens book.
Michelle Eichelberger: I would think that if it was checked out, it should show that it's checked out and with like a return date.
Michelle Eichelberger: Does anyone want to go. We can look at this and if anybody's interested
Michelle Eichelberger: Okay, yeah, let's hold off on the alma poking around because I think that might take up more time.
Michelle Eichelberger: Okay, so let's go look at Oneonta Heartland by smart. I'm going to copy this.
Go here.
Live from says library catalog.
Michelle Eichelberger: Okay, Andre. Is this the one you're talking about
gerberaf: Is the one. Okay.
Michelle Eichelberger: So,
Michelle Eichelberger: I don't see anything. So I don't see an E book.
gerberaf: Why does it show up with check for available services.
Michelle Eichelberger: That is probably similar to the one we were just looking at it thinks you own it.
Michelle Eichelberger: And it's possible that this is a ghost record leftover maybe you had originally activated ebook central
Michelle Eichelberger: And so, somehow, even though it doesn't look like you have it in Alma, there could be a ghost record in the network zone we have definitely run into that and we're trying to figure out why that keeps happening.
Michelle Eichelberger: So Maggie and I are working closely to try and clean these up. So if other people are seeing ebooks that say you have it. And yet, when you open the full record. It's not there that could be why this is happening.
Michelle Eichelberger: But I would have to look more closely to try and find this in your alma to see why it's coming up. But you're right, it should not be coming up. Thank you. You're welcome.
Okay, Connie.
Michelle Eichelberger: About the Boolean operators. That's my understanding that you have to capitalize them. But when we just did that advanced search at work the same way we got the same results. Whether or not it was capitalized. So
Michelle Eichelberger: What X Lieber says you should capitalize them, I would say, see what happens when you do your searches. But yes, you're right. That's what I was told as well. And that's what the X Lieber site says. So that's what I would believe but your usage usage might be different.
Michelle Eichelberger: Okay so gentleman has a question.
Michelle Eichelberger: Yes, you do need to log back into the World Cat registry settings and what you may have changed was maybe the link resolved or there are a couple of places to change in
Michelle Eichelberger: The World Cat registry and we can look at that information as well. So because we do have an FAQ about what to look for and what to change. So it may be that your catalog link is still Alice so
Michelle Eichelberger: Let's find this
Michelle Eichelberger: So here's the information about the linker is over. But I think that it also has screenshots of where you change your library link as well.
Michelle Eichelberger: That is not the case. But I know there is a setting in there is just like your, your general
Michelle Eichelberger: I allow so you can contact me off list if you'd like. And I can help you find that. But yes, there's a couple of places where you have to change things.
In world cap.
Michelle Eichelberger: Other questions, anything else, people would like to go take a look at while we're all together.
Michelle Eichelberger: Oh, cool. Do you want to share your screen. Nancy, or do you want to walk me through doing it.
Nancy Babb (UBuffalo): Whatever is easiest. I mean, I can share my screen.
Michelle Eichelberger: Okay.
Michelle Eichelberger: Yeah, let me stop sharing
Nancy Babb (UBuffalo): Oh,
Go ahead.
See
Nancy Babb (UBuffalo): Okay, am I sharing my promo search screen.
Michelle Eichelberger: Yes, looks
Nancy Babb (UBuffalo): Okay, good. Make sure I wasn't sharing my email. Oh, that would be fine, too. Alright, so
Nancy Babb (UBuffalo): Often I want to be able to witness the
Nancy Babb (UBuffalo): Proposal. I just put into the idea exchange about being able to select multiple formats ahead of time in that sort of thing. We like to combine our searches and and make things
Nancy Babb (UBuffalo): Direct and all of that and and often in in
Nancy Babb (UBuffalo): primo you can't do that, necessarily. However, you can kind of replicate some of that functionality with the facets. So I just did a simple search in our everything for dog houses and let's say I want to limit that to
Nancy Babb (UBuffalo): Materials that are available online that are in articles and I want specifically things that are written in English. Okay. And I'm going to apply those filters.
Nancy Babb (UBuffalo): And that changes my results. I can then go up to my active filters and if I mouse over each one of these that's been selected. I see this little lock up here if I lock.
Nancy Babb (UBuffalo): Now every search I do will be within those filters. So I can go and I can do a new search for that houses.
Nancy Babb (UBuffalo): Which would be something very different. But there we go. And again, my filters day, even if I do a new search
Nancy Babb (UBuffalo): I want to do bathhouses
Nancy Babb (UBuffalo): My filters have stayed. I think when you click this result reset filters. It's supposed to take them off. It doesn't seem to be doing that today, but you can click them off one at a time. If you want
Nancy Babb (UBuffalo): The other place where this is really helpful I think is if you would like to be able to limit your search say just to particular library on your campus like we have a law library and health sciences and all of that.
Nancy Babb (UBuffalo): I can do that all apply my filter there to the law library and for bathhouses, I only got one which I wonder what that is, from interesting but then if I want to do something like a dog law, which is my de facto search
Nancy Babb (UBuffalo): Oh, I didn't lock it. We did that again.
Nancy Babb (UBuffalo): Apply my filter lock my filter.
Nancy Babb (UBuffalo): Do my search again.
Nancy Babb (UBuffalo): Do a new search
Nancy Babb (UBuffalo): And again, it stays just within that filter. So once you lock here. Once you lock those facets, you are
Nancy Babb (UBuffalo): Your search will be just within those bill facets within those filters until you say no quit.
Nancy Babb (UBuffalo): So I thought, that's kind of helpful and gives you the ability say to do a search with to select multiple content types, you just need to make sure that whatever you do, is your first search brings up the facets that you want to be able to lock and unlock them.
Michelle Eichelberger: That's great, Nancy. Thank you so much.
Michelle Eichelberger: Does anyone else want to show and tell anything or do you have any questions.
Michelle Eichelberger: So anything you're running into in your instruction sessions, it's driving you crazy. Is there anything you're really excited about primo I know that's a stretch, but
Michelle Eichelberger: Holly. Yeah, let me I'll share my screen. And we'll look at that.
Okay.
Michelle Eichelberger: So the locking if I added peer reviewed journals and
College.
Michelle Eichelberger: Haha, yeah, Nancy. I'm not seeing the lock. And in fact, I'm not, that's weird that it didn't even keep my. Oh, apply filters that would be why
Michelle Eichelberger: Okay, so. Okay, so if you hover over the filter itself. Here's the lock not obvious, but that is a really cool tip, Nancy.
Nancy Babb (UBuffalo): Apparently, for some near future release. They're going to be improving that functionality to make it
Nancy Babb (UBuffalo): more obvious. I think that many of us have missed it. It's because really it's just if you mouse over and find the lock that you see that it's there. But they, there are some enhancements in store for the future. So
Michelle Eichelberger: That's the thing about primo. I mean, it's a great thing that it's constantly improving
Michelle Eichelberger: But it's a challenging thing to stay on top of everything that's improving and sometimes when they improve things they break. Other things like the pinning issues that just happened with the march release so
Michelle Eichelberger: I would recommend communicating with everybody. Again, if you're on base camp, that's a good place to post things if you find a problem and then you can see if it's just you or if other people are are having that issue.
Michelle Eichelberger: We are meeting with support we being the SLS S We're meeting with support monthly and
Michelle Eichelberger: We're usually pulling out 10 to 15 cases to bring to them. So if you have something you're really struggling with, and you don't feel like you're getting traction
Michelle Eichelberger: Do you feel free to contact us through the live answers email account and and promote your case to us and we'll see what we can do to get some movement on it. I can post that email in the chat.
Nancy Babb (UBuffalo): Michelle something else that I wonder might be helpful and interesting like especially for reference librarians is the difference
Nancy Babb (UBuffalo): Like when you're doing an open URL search into the catalog. The fact that it's not actually finding
Nancy Babb (UBuffalo): A record in our catalogs, per se. It's actually creating a dummy record because I think sometimes people assume. Oh, well, we've seen it. There's a record, therefore it must exist. And in fact, it's just a dummy that
Nancy Babb (UBuffalo): Actually versus created that is being created to facilitate an interlibrary loan type request. Yeah.
Michelle Eichelberger: I mean, we can talk about that. I did talk about that quite a bit.
Michelle Eichelberger: I can't remember which session that was in but a couple months ago, we had a whole session about how the open URL resolve works. And we talked about that.
Michelle Eichelberger: I don't have anything I could use to get in quickly. Is there something you wanted to demo for us just to show that because this may be a different audience than the previous presentation. So I do think it is good to talk about it.
Michelle Eichelberger: I'm limited as to what I can log into in terms of standalone database or
Nancy Babb (UBuffalo): I could jump in to show people if that would be helpful. Yeah, I think I agree. All right.
Nancy Babb (UBuffalo): I will share my screen again.
Nancy Babb (UBuffalo): And this time, I'm just going to go into a database.
Nancy Babb (UBuffalo): I'm going to jump into PubMed, because that's where a lot of our researchers start
Nancy Babb (UBuffalo): And I hope this will be a good choice. We'll find out.
Nancy Babb (UBuffalo): I'm just doing my search in PubMed.
Nancy Babb (UBuffalo): And then I'm going to scroll down, so I don't go to content that's brand new or an E pub ahead of print
Nancy Babb (UBuffalo): Because those are the path to madness.
Nancy Babb (UBuffalo): And let's see.
Nancy Babb (UBuffalo): Okay. When I go to open this article. I'm going to click on my article link here which actually
Nancy Babb (UBuffalo): Is the old icon, but we haven't updated it yet. And it should take me, it should actually generate a search and primo to find out whether or not we have it.
Nancy Babb (UBuffalo): A lot of our end users think, oh, well, if I see this article, it means it's going to happen. Salute Lee take me to the content. Well, if we have access to the content.
Nancy Babb (UBuffalo): It should take us there. But if it doesn't, it's just going to perform a search and primo
Nancy Babb (UBuffalo): And what we find, then, is in primo we see this record come up and it says, you know, check for available services when we check and see what that is. It said, oh, you can request the article from delivery plus
Nancy Babb (UBuffalo): Here's the name of the article. The authors is a Sunday, July. That's where sort of information.
Nancy Babb (UBuffalo): Everything about that and we think, oh, this is a record in primo right well in point of fact, it isn't. And if you do a perma link to see what it is. It's actually OK. It's actually an open URL search
Nancy Babb (UBuffalo): And what this means is that this is just a dummy record that's been created in
Nancy Babb (UBuffalo): primo for the purposes of doing an interlibrary loan request because it's coming from PubMed and it has a deal lie and everything.
Nancy Babb (UBuffalo): It should be pretty good information and helpful, but if you're coming from another database or another source or if there's bad meta data. Sometimes the resulting record bears very little resemblance to an actual
Nancy Babb (UBuffalo): The actual content that the user is seeing or if you're trying to satisfy an interlibrary loan request or a number of things. And I mentioned it specifically for reference, just because
Nancy Babb (UBuffalo): It can be really confusing as to why you're finding all these links in a catalog or finding what seemed to be records in a catalog that in fact are not things that are within your catalog or they're just links so that you can make the requests, if that is helpful.
Michelle Eichelberger: Thanks for reviewing that Nancy
Michelle Eichelberger: We could talk a little bit about
Michelle Eichelberger: There was a problem posted maybe about a month ago where the format that's coming up for fulfillment doesn't match the record format. And that is an outstanding problem that we're looking at.
Michelle Eichelberger: The example that was used was a book called skull wars. So it's a print book, the students trying to get a print version of it, but because the campus had an
Michelle Eichelberger: E book version, the E book was coming up for fulfillment on the record and then that prevented the resource sharing link to come up because the system that you had it and our in our discussions with actually were support. We've been told that that's expected behavior.
Michelle Eichelberger: Actually doesn't really understand why people would want print if they can get electronic and the way the fulfillment matching works. It's just matching on the title.
Michelle Eichelberger: And author and the ESPN and sometimes in the e book records the ISP ends do match. So
Michelle Eichelberger: That is something we're trying to follow up on because that's a real disservice to people who might want to be able to order the print. And if you've updated your link resolved or enrolled cat.
Michelle Eichelberger: You aren't even going to be able to get it from the World Cat record because again it's being fulfilled in primo so just FYI. We're working on that we know that's not ideal.
Michelle Eichelberger: And we're, we're hoping to get that fixed soon we've run into kind of similar things where it's trying to match on something and it's pulling up the wrong thing as a match. So that is a
Michelle Eichelberger: Ongoing topic of discussion with x labor support. Yeah. Holly, I'm with you. I think it is terrible as well. I sometimes wonder
Michelle Eichelberger: Who is making the decisions on these kinds of things that, you know, they seem to think that, well, everybody wants electronic well that's not really the case. So we are continuing to pursue it.
Michelle Eichelberger: But do please bring up questions like this on base camp, because it's great to alert us when there are situations like this.
Michelle Eichelberger: Anything else anyone wants to talk about
Okay.
Michelle Eichelberger: Gentlemen, back to the discussion about journal level records. I'm talking about if you own like
Michelle Eichelberger: Journal of trees. So you physically own this journal, you probably have it marked in OCLC that you own it.
Michelle Eichelberger: Those are big records, those would those would definitely come up in a catalog search because you physically own that particular record, but if you're seeing articles in your catalog search, then that's something that we need to pursue so
Michelle Eichelberger: I guess again because your extended support if you could send some examples of that to your support people, we can look into that.
Michelle Eichelberger: As far as those kinds of big records they would only be put into your system. If you had marked them as own in OCLC or if you had records the records. Mark records in all if
Michelle Eichelberger: I don't know of another way. They could have been brought in.
Michelle Eichelberger: Anything else, people want to talk about
Michelle Eichelberger: Okay. Great. Well, thank you so much for attending today's session, I thought, this is a great discussion and if you have any follow up questions do feel free to post on base camp. Thanks everybody.