DISCOVERY VISION: We strive to design and implement the best possible discovery and delivery experience for our end users using data-driven decision making. We envision a network zone experience that will allow users to discover library materials across UC collections without sacrificing relevant results. As such, the default search and results interface should prioritize the success of typical users while providing additional functionality for more advanced users.
Item
Desired Outcome
Time
Who
Notes
Decisions
Actions
1
Updates from other SILS groups
Share relevant items
15 min
Josephine
Sarah
Self-paced training should be completed, formal certification may be ongoing for some, but important to communicate updates on this progress.
All groups currently working on filling in testing checklist spreadsheets.
Any member getting certified: let your implementation coordinators expected date of certification.
2
Vanguard Buddies Check-in
Offer feedback and suggestions
15 min
All
Vanguard campus members appreciate having expertise of Buddies.
Will be valuable to document what we learn through Vanguard, including specific configuration decisions:
Discussed approaches local campuses may take to UX review within these four subgroups, including user scenarios, user flows for various scenarios (screenshots, e.g.), identifying pain points for these scenarios, developing recommendations and talking with partner groups about what whether recommendations are feasible, and bringing and recommendations back to statewide group as well.
Welcome to use the general grad and UG personas UCSC created in how they would approach these tasks, and add to or tweak as needed. (E.g., currently no faculty or library staff scenarios have been developed.)
vision of using personas is designed to help us focus on archetypal users and focus more broadly on user experience, rather than focusing on very individualized, or recent pain point type experiences.
staff personals lower priority at this stage. Some staff tasks: the information could be located in Alma vs. in Primo.
World Cat scope important to test - currently still being set up on some campuses. Boston U has this turned on, and could be used to explore some UX questions.
Work needs to be done by end of Nov. Lay ground work during October/functionality testing phase
Local groups can be good resource for developing user scenarios, and for feedback on particular pain points/recommendations, as appropriate.
Subgroups:
Library Catalog Materials (Lisa, Josephine)
Interlibrary Loan Process Sarah, EAS, Jess)
CDI Content: (Jared, Ellen)
Digital Collections: (Sharon, Michael)
Special Collections Materials: (Heather, Chizu)
4
Primo VE naming & logo
Look at examples of Primo VEs named “Library Search”
15 min
Josephine
There is a Primo VE Branding Examples document on our Discussions page and in the Branding folder of our Google Drive.
Each campus will need to make decisions about what we are going to call various things, and there are cascading effects of some of these decisions that could impact branding and harmonization. These working documents will help us start to document and discuss these issues with an eye toward harmonization as we work through various configuration options.
timeline: Mid/End November have recommendations to share.
all: add thoughts to the Primo VE Branding examples document as we each work through our various configuration options.
5
Check-in: Consulting on RMFG’s next Decision Pages
See how VG feedback is going
15 min
All
Questions from RMFG:
"We did have one more question about 852 notes, which are notes in the call number fields for holdings. I’ll try to find an example for you but generally should they be displayed?
For local RLF records: we’re just wondering how confusing it is for resources where the loanable copy is at an RLF but there is a record at the home campus as well. For example a title search for “the hollow needle” will bring up an SRLF copy and a UCSD copy, but the UCSD copy *is* the RLF copy, we just added our bib to Alma because it’s higher quality. We might still need to send the records through migration but it’s good to know if there are issues that need to be addressed right after migration."
Discovery feedback will help them with their two decisions: