"Unlimited Access e-Books" Primo Search Scope Project Charter

Project Leaders

Cari and Sara

Primary Stakeholders

KRS

Sponsor

KRS (9/12) & Jessica (approved 9/11)

Project Manager

Cari

Timeline

September 7- October 13, 2023

In Scope

"Unlimited Access e-Books" search scope will be added to Discover drop-down.

Out of Scope

Additional facet creation/edits, unless time allows.

Business Case

This search scope will feature our eBooks that allow unlimited simultaneous use, making it easier for instructors to locate potential options for replacing traditional textbooks with library resources, to lower student costs.

Constraints (firm)

Time

October 13, 2023

Budget

NA

Deliverables

• Alma normalization automation created to add a 590 $a: “unlimited simultaneous users" to relevant records

• "Unlimited Access e-Books" search scope will be added as a drop-down option in Discover.

• “Unlimited Access e-Books” will show up under the Collection facet, when items fitting the parameters of this search scope appear in Discover results

• advanced search and basic search URLs for new search scope provided

• Discover search scope-specific widget created

Infrastructure & Maintenance

Once set up, in Alma and Primo, this workflow will be automated and won’t require intervention unless collection practices change or additional limits (publication date, source, etc…) need to be placed on highlighted records.

Sunset Plan

• If it is decided that this search scope is no longer needed, Cari and Fred will need to be notified.

• Primo configurations will need to be disabled.

• Alma normalization configurations will also need to be disabled.

• All records will need to be republished in Alma and Primo to remove special search scope tagging from the records.

Key Resources

• Fred will set up Alma normalization rules based on specific information added to a public note during collection and/or portfolio creation. This will create a local 5XX MARC field that is actionable in Primo. Fred will republish records, adding the 5XX field. This work should only take 1-2 days. The rule will run daily to catch new records that fit the parameters.

• Cari will complete Primo configurations to create the new search scope and make it visible in Discover test view.

• Someone on KRS’s team will need to do testing before this is enabled in production.

Estimated UL Budget

• 2 FTE: 5-10 days combined

Key Milestones

09/11/23

Fred’s work completed, relevant records will have 5XX fields

09/15/23

search scope created and visible in Discover test view

09/29/23

testing by KRS’s team completed and feedback provided to Cari and Fred

10/06/23

Cari will make any possible changes based on feedback, to be approved by KRS

10/13/23

all configurations enabled in production Discover

Fred

Set up Alma normalization rules based on a specific public note added to a collection and/or portfolio. This will create a local 590 MARC field (unlimited simultaneous users) that is actionable in Primo. Fred will locate and republish relevant records, adding the 590 field. This rule will be automated to catch new records that meet the criteria.

done by mid-September

Cari

Complete all Primo configurations, based on the existence of a 590: “unlimited simultaneous users”. “Unlimited Access e-Books” search scope will be created. Collection facet setup to display these records as being part of a “Unlimited Access e-Books” collection, if in case their search originates in another scope. URLs provided for basic and advance search of this scope. Discover search scope-specific widget created.

start in mid-September and finish at the end of September

Sara

Project Lead for folks outside of DSI. Will communicate directly with KRS, Cari, and Fred.

beginning to end

Jira Epic Link

Discover Test View