Stacey van Groll

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  1. 157 votes
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    Stacey van Groll commented  · 

    The set of 3 ideas which would drastically improve irrelevant and meaningless CDI results, by restoring and adding search tools which empower our users to target their search and their results, and and fixing the design decisions which make these tools very necessary:

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/41092123-remove-cdi-constant-expansion-of-results

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/43998315-make-consistent-the-use-of-cdi-record-data-in-prim

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/19308214-proximity-search-operator-for-fulltext-search-in-p

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    Stacey van Groll commented  · 

    This feature is even more important with CDI.
    I have complaints because users are getting results returned on the basis of one of their terms being only in the reference list in a URL of a citation.
    In sum, completely irrelevant to their query, as nowhere else in the record metadata or the true full text of the work.
    If you could force Primo (actually CDI) to only return results for your search terms when in close proximity, this would drastically improve this currently very poor situation.

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    Stacey van Groll commented  · 

    I've submitted this for Primo NERS 2020.
    Title: Add a proximity search operator
    Request ID: 6682
    Description: A proximity operator allows a researcher to specify that their search terms are present in records within a specified number of words from each other.
    Summon already incorporates this feature, performed by enclosing search terms in quotation marks and using tilde and the number distance, for example "yeast bread"~10 finds material where "yeast" and "bread" appear within 10 words of each other.
    See https://knowledge.exlibrisgroup.com/Summon/Product_Documentation/Searching_in_The_Summon_Service/Search_Features/Summon%3A_Boolean%2C_Phrase%2C_Wildcard_and_Proximity_Searching#proximity
    Primo’s search algorithm incorporates an out-of-the-box assignment of higher ranking to records where search terms are closer together, but a proximity search operator gives a researcher explicitly more control over precise targeting of their search, which would also help to build greater understanding and confidence that the results will meet their needs and aren’t just from a mysterious “black box”.
    With CDI coming soon to Primo, along with the massive increase in records, this trust building will be even more important to support researchers with tools to help sift through billions of results.
    This tool should primarily support PNX and equivalent record metadata (both Primo via Back Office and Primo VE deployment models), but ideally would also incorporate standard existing extensions to remote data where available, including table of contents, abstracts, and full text.
    See Idea Exchange submission: https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/19308214-proximity-search-operator-for-fulltext-search-in-p

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    Stacey van Groll commented  · 

    I would love to see this in Primo, for full text and for record metadata, which are both available in Summon.
    Our site was on Summon when I was studying myself and I constantly used this functionality for my research and assignments, as a key strategy to improve ranking of results for several keywords.
    It is a vital tool for topic searches for beginner and more advanced researchers alike, to help sift through the hundreds of millions of results, by improved targeting of results and moving them into prominent position.

  2. 255 votes
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    Stacey van Groll commented  · 

    The set of 3 ideas which would drastically improve irrelevant and meaningless CDI results, by restoring and adding search tools which empower our users to target their search and their results, and and fixing the design decisions which make these tools very necessary:

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/41092123-remove-cdi-constant-expansion-of-results

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/43998315-make-consistent-the-use-of-cdi-record-data-in-prim

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/19308214-proximity-search-operator-for-fulltext-search-in-p

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    Stacey van Groll commented  · 

    Some user-focused reasons to vote:
    * Do you get queries from confused users who have searched in specific fields like Subject, Title, and Author, and then get results that have no sign of their search terms in those fields?
    * Do your users wonder why they don’t see features like lateral links to find more records in these results, and don’t get the expected data they searched also exported to EndNote?

    Stacey van Groll shared this idea  · 
  3. 692 votes
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    Stacey van Groll commented  · 

    The set of 3 ideas which would drastically improve irrelevant and meaningless CDI results, by restoring and adding search tools which empower our users to target their search and their results, and and fixing the design decisions which make these tools very necessary:

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/41092123-remove-cdi-constant-expansion-of-results

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/43998315-make-consistent-the-use-of-cdi-record-data-in-prim

    https://ideas.exlibrisgroup.com/forums/308176-primo/suggestions/19308214-proximity-search-operator-for-fulltext-search-in-p

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    Stacey van Groll commented  · 

    A user story showing one of the issues with this design:
    I am a user interested in new resources the exact terms “student consult”, and I’m pleased to find that my Library offers a feature of a weekly Saved Search Alert email, as I’m time poor.
    The next week, I get a saved search alert email for a single new item returned by my query, and I’m excited to explore this resource that my Library has sent to me.
    I click on the link to navigate to the record, but I’m surprised to see that the record doesn’t appear to have my exact terms, with nothing in the record matching this.
    I’m confused, and so I navigate to the full text, and Ctrl-F to search for my terms, but I don’t get any hits on “student consult”.
    I change my search to just “student”, and then I finally see that the full text includes text of: "Ask students to consult the literature…"
    I am extremely annoyed, because I explicitly set up a search query exactly for “student consult” as I know this is what quotation marks should do to target queries, and I feel like my institution’s library has wasted my time.

    Per Ex Libris documentation, this outcome is expected, because stop words are not indexed in the full text and quotation marks do not present expansion.
    So, “student” is expanded to “students” and the presence of “to” in the full text is ignored, meaning that “student consult” matches to “students to consult”.
    Ex Libris recognises this is a problem in the OLH ie “On the downside, they contribute to a longer tail of results that may be less or not relevant to the users’ intentions.”
    But they also think that this is acceptable: “As full text matches are ranked far lower than metadata matches, material with the exact phrase in the metadata will almost always outrank them in the result list. However, full text matches can become important if there are no or very few results with the exact phrase in the metadata, and it can lead to other relevant findings.”
    The assumptions that Ex Libris is making here, all of which are false:
    • getting no results or few results is always a bad thing, which must be avoided at all costs
    • users will not want to sort their results
    • users will not want to use any facets
    • users are only searching in UI manually every time, and not setting up saved search alerts
    In sum, it is assumed that the only way Primo is being used is by a search, with relevance ranking, and that users only care about the top results in Primo, and therefore CDI design is 'working as expected'.
    “Some” users are served by this, and perhaps you could argue even the majority, but the needs of experienced researchers are ignored and apparently considered unimportant.
    Primo should be sophisticated enough to support the needs of all users.
    It is a regression and downgrade in the service offered by our Library.

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    Stacey van Groll commented  · 

    Some user-focused reasons to vote:
    * Do you get complaints about the deluge of irrelevant results?
    * Would you like your experienced researchers to be able to find exactly what they need by their targeted query, with the use of Boolean operators, quotation marks, and Advanced Search?
    * Would you like these users to be able to sort their results for review other than by relevance (not possible with the long tail), and take full advantage of features like Saved Search Alerts?

    Stacey van Groll shared this idea  · 
  4. 21 votes
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    4 comments  ·  Primo » Primo VE  ·  Admin →

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    Stacey van Groll commented  · 

    There is still a preferred record display by cascade of preference by delivery category in Primo managed via Back Office. This will result in failure to display the fields from the non-preferred records when the field is duplicated, for example if the two records have a description field, then only the description from the preferred record displays.
    It seems the difference with Primo VE is the dynamic nature of the deduplication, in this 'first record in the result list' aspect, as VE deduplicates at the point of search rather than the point of index, and therefore preferences to match the user query as primary.
    I'd still really love to see an example of this variation in action, if you feel willing to provide one.

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    Stacey van Groll commented  · 

    Hi Floriane - can you provide an example, as I'm not sure what you mean for VE?

  5. 61 votes
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    Stacey van Groll supported this idea  · 
  6. 1 vote
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    1 comment  ·  Primo » Primo VE  ·  Admin →

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    Stacey van Groll commented  · 

    This is standard configuration. Can you not see this in your site?
    I'll attach a screenshot from a VE site.

  7. 1 vote
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    Stacey van Groll commented  · 

    Could more detail be provided? If you don't want to show a resource recommender entry, why not just remove it from the configuration?

  8. 8 votes
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    Stacey van Groll commented  · 

    I agree with you that this would be a very useful enhancement. Until it's added as you suggest, there is potentially a workaround via the Events (being deprecated in Dec 2021) / System Events (replacement for Events) subject area. This has an Event type 9110 of Successful login, with a Creator of the Primary ID of the user. You could build this report first, and then use it to filter another report in the Users area by the Primary ID. Obviously more timeconsuming to set up than the Last Login simply being in the Users area, but at least it's something for right now. Be aware that the 1 hour timeout of Alma can trigger additional logins which you may not expect, depending on your authentication method ie you might find data of the same staff member repeatedly logging in throughout the day in a strangely consistent manner, but if you look at the Event Date and Time field, you are likely to set that it's in increments of the 1 hour timeout.

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    1 comment  ·  Primo » Analytics  ·  Admin →

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    Stacey van Groll commented  · 

    This should not be limited to Primo VE, but recorded for all Primo customers.

  10. 1 vote
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    1 comment  ·  Primo » Primo VE  ·  Admin →

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    Stacey van Groll commented  · 

    I can't replicate this and I believe therefore it is a bug to be reported in SalesForce, rather than an enhancement. There have also been issues with this is the past, fixed in prior releases, lending to my thought of this being a defect even more.

  11. 18 votes
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    Stacey van Groll shared this idea  · 
  12. 1 vote
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    0 comments  ·  Alma » User Management  ·  Admin →

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    Stacey van Groll shared this idea  · 
  13. 5 votes
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    Stacey van Groll commented  · 

    Hi Moshe,
    I don't think such workflows for rejected requests are unknown to Ex Libris. It's necessary for monitoring, tracking, and resolving requests in a variety of scenarios, such as those which were cancelled while In Transit. This then hinders other workflows such as deleting a Library. Alma should not just 'disappear' a request as if it never existed, and we need visibility of all requests in Alma. This should already be the case under the 'All' filter selection, which is a defect. But it would also be helpful as this submission suggests to specifically add also a 'Rejected' filter. I am well aware from a case open for years that this filter was about to be released, and was even in Release Notes for May 2021, and then was pulled last minute.

    Stacey van Groll supported this idea  · 
  14. 1 vote
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    Stacey van Groll commented  · 

    I'm curious as to why they're bothering to go to Browse Search when they're already browsing? Why do they feel they have to perform the search again when they're in a results list by that term and can adjust the Advanced Search query or use the nested facets? Browse Search will actually limit their results, in only including local records when the lateral link shown in your screencast includes remote CDI records as well which match the term.

  15. 1 vote
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    Stacey van Groll commented  · 

    Discovery Configuration is only for Primo VE customers for UI elements, so I don't agree that GES is a better fit there than Fulfillment, which is an Alma configuration menu for all Alma customers and which is focused on access ie more service links.

    I strongly disagree that Administrator level privileges of such high visibility to users with associated significant risk assessment should ever be added to Manager level roles.
    Only Administrators should be able to implement, adjust, or delete new user services.

    If this is developed, please do so as opt-in only as first preference, and as second preference please do not embed it in existing privileges but add new ones which allow for customers to request these privileges be removed from the roles.

  16. 106 votes
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    4 comments  ·  Primo » Other  ·  Admin →

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    Stacey van Groll commented  · 
  17. 3 votes
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    Stacey van Groll commented  · 
  18. 3 votes
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    1 comment  ·  Primo » Primo VE  ·  Admin →

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  19. 126 votes
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    Stacey van Groll commented  · 

    It is really unfortunate that the new pagination option to display up to 50 results by user selection in May 2021 was not included in Collection Discovery, which keeps the same Load More Results.
    This also adds a design inconsistency across Primo interfaces.
    The design is that it will only apply to Collection Discovery if a user sets this already for the session in main Primo and then happens to navigate into Collection Discovery.
    As it is a very common user pathway to provide direct links to specific collections, such as promoting content in a web page by direct link to a collection, this means that a user is guaranteed to bypass main Primo and then miss out on the opportunity to set an increase in page numbers.

  20. 4 votes
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    0 comments  ·  Alma » Analytics  ·  Admin →

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    Stacey van Groll shared this idea  · 

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