Choreo Insights release notes, September 2024
Release Date: September 23, 2024
Introduction
This release of Choreo Insights provides a number of new features and enhancements. These features will help you manage more complex workflows, including:
- Sharing saved queries with other Choreo users at your institution
- Better ISBN matching with the title list upload functionality
- Viewing ISSNs in a Choreo Insights export
Many of these enhancements are the direct result of your feedback.
Recommended actions
For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.
Administrative actions
These items require immediate action or decisions.
| Action |
|---|
|
The workflow regarding saved queries in Choreo Insights has changed. Please view the below release notes to learn more about the new workflow. Users who export the results of Choreo queries will be prompted to name their queries if they have not previously saved them. |
Follow-up actions
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
| Action |
|---|
|
Saved queries for other Choreo Insights users will be visible to you after this install. Filters and sorting functionality are available to help you keep the relevant queries visible to you. |
New features and enhancements
Saved Query Sharing
Choreo Insights now allows you to share saved queries with other Choreo users at your institution. This new functionality helps your library reduce duplicate work and increase collaboration by giving users the ability to run queries generated by other users. This new functionality will be seen under the Saved Queries area. New filters and column sorts will give you and your library the ability to quickly and easily find the queries you are looking for.
Saving a New Query
To save a new query you will need to click the Save Query button. From here you will be presented with a Save As option. If you have already saved your query and are looking to save any changes you might have made, then you will see both a Save and Save As option.
When you click the Save As option you will be presented with a pop-up menu where you can name your query before saving it. The default name for new queries is Query1. The maximum length a query name can be is 50 characters.
Loading a saved query
To load a query saved by yourself or another Choreo Insights user at your library you can navigate to the Insights tab at the top of the screen. Clicking on the tab will present you with a drop-down. Choose the Saved Insights option to be brought to a new screen showing all the saved queries. To load a saved query, just click on the name and the query criteria will be loaded into the Insights Builder area. If you want to save a query that was not created by you, clicking the save query button will present you with the Save As option where you can rename the query.
Enhanced ISBN Matching for Title List Upload
Choreo Insights now provides enhanced ISBN-matching functionality for user-uploaded title lists. This functionality helps your library by reducing the number of unmatched identifiers when uploading ISBNs. Choreo Insights does this by matching an ISBN to all OCLC numbers related to it rather than returning a list of unmatched OCLC numbers, having your library select one, and then re-upload the file.
ISSNs in Choreo Insights Export
Choreo Insights now gives you the ability to view ISSNs in your Choreo query exports. This new functionality gives you and your library an additional identifier to use when performing Choreo queries for journals. The new column is called ISSN and is located to the right of the ISBN column in the export.
Bug fixes
- A previous issue that was returning retained titles when using the My Library Retains filter has now been resolved. Only items that have been retained will now appear when you use that filter in your Choreo queries.
Important links
Support website(s)
Support information for this product and related products can be found at: