Next Discovery Experience (NDE) & Mixpanel Implementation Guide

Mixpanel Data Sprint Workflows and Checklist

When we go live with the NDE this summer, we will be using a new tool - Mixpanel - to access discovery statistics and analyses. In order to get ready for the switch the Mixpanel Working Group has been assembled and they are starting to take a look at the out of the box reports and potentially create new ones to be ready by go live. Since the NDE is brand new and no one is live on it yet, there isn't enough data to get a good idea of what the reports really look like - so that is what we are doing today!

During this hour everyone should:

1. Read - What to expect and what not to do!
2. Find their institution's NDE view below.
3. Go through the Workflows.
4. Go through the Checklist.
5. Look/click around!

If you have any questions or get stuck, turn on your mic or put your question in the chat!

What to expect and what not to do!

What to expect:

• The NDE views you are seeing are a work in progress - your discovery specialists/librarians/committees have just started to customize the default view for your institution - we have about 6 more months to get ready!
• All your data is in the NDE - think of the NDE as a new window to view your data. 
• ExLibris is still working on the NDE - not all features are fully functional at the moment - you can view the timeline for new features here: Available Features, Functionality and Release Plan for NDE UI - Ex Libris Knowledge Center

What not to do:

• Feel free to take a look at the resource sharing and hold forms but do not submit requests in the NDE view at this time. Scripts that have been created for Primo VE have not yet been added to the NDE views so requests may not work as expected. 

Workflows

Workflow 1: Perform a basic search

Workflow 2: Perform an advanced search

Workflow 3: View a full record

Workflow 4: Log in to your account and view your library card.

Workflow 5: Perform a basic search while logged in.

Workflow 6: Perform an advanced search while logged in.

Workflow 7: In your search results, find an article that you own, view the full record, and click on the link to view the article. 

Workflow 8: If your institution has it enabled, use the Research Assistant.

Workflow 9: Use a different browser or use a mobile device and do as many of the previous workflows as you can. 

Checklist (examples of things to test)

These are suggestions, not required.  :-)

Without logging in:

Workflow 1: Perform a basic search, and then:

• Click All Filters > choose and apply one of the Availability options (Available online, held by library, open access, peer reviewed)
• Open another facet category (Resource Type, Date, etc) > choose one and apply
• If you have it, choose Expand my results filter (might have customized label – like ‘display non-full text, or, add results beyond your library)
• No search result – example: keyword 'speracken'

Workflow 2: Perform an advanced search, use these tools:

• Change one of the search fields (title, author, subject, etc)
• Use the Filters > Material Type or Language drop down menu

Workflow 3: View a full record, then:

• Related Entities – if you have these enabled, click one.
• Scroll down, open Tools/Links menu . click one of the links
• If you have Virtual Browse/ Carousel, click a resource from that list (Books)
• Click a link in the SUBJECT field

Signed in:

Workflow 4: view your library card.

• Click a category: Loans/Requests/  Saved records /search history /saved searches

Workflow 5: Perform a basic search

• If you have Resource Recommender and see this in your results, choose one of these records

Workflow 6: Perform an advanced search

• Use a different facet than in your first basic search
• From results, find an article that you own, view the full record, and click on the link to view the article. 

Workflow 8: If your institution has it enabled, use the Research Assistant.

• Choose an article from the top 5 list
• Click one of the suggested ‘related research questions’
• If you have anything in your Research Assistant search history, click one of those topics            

Workflow 9: Use a different browser or use a mobile device and do as many of the previous workflows as you can. 

NDE URLs

Below are links to the Primo NDE views for Mixpanel sprint testing.