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Date

15 Sep 2020, 10am-11:30am

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Discussion items

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	New items on our Confluence page	Describe what the new items are for	10 min	Josephine	Configuration page with CSU example of harmonization recommendations Decisions page - new links at bottom	Can work with Pros/Cons Decision page template (provided by Lena Zentall) to help draft Primo VE for the NZ Decision page	All: review CSU example of harmonization recommendations by 28 Sep 2020 All: review Decisions - esp. Rollup for other FG decision pages tagged w/ Discovery
2	Updates from other SILS groups	Share relevant items	15 min	Josephine Sarah	Feedback on ExL’s Intro to Primo VE and CDI 9/14/20 Mtg Attend ExL’s Primo VE Hand Off/ First Look Mtg this Thursday 9/17 @ 10am, recording: ucop.zoom.us sheet with all recordings: https://docs.google.com/spreadsheets/d/1Q0d0pAtnxo5WrS5QIijXiZvXiAOwomD0QzCLkH1CxOU/edit?usp=sharing Escalation group - if a FG needs to escalate, must provide notice that enables escalation group time to review and advice - two weeks.	Moderately useful to review recording if you can do it at higher speed. Audience was more Primo configuration folks, so it did not feel like a “First Look” for public services	All: Consider listening when recording is available. Ellen Augustiniak update notes with link by 25 Sep 2020
3	Testing Worksheet for PPC	Review updates	15 min	All	Testing Worksheet for PPC - added additional column headings on the “Discovery” tab	~~Make a copy (of Discovery tab/sheet) for each VG campus and then integrate results in the original Testing Worksheet~~ Consider using same sheet (tidier data practice). Enables e.g. easier high-level overviews using pivot tables. Provide “Filter Views.” https://support.google.com/docs/answer/3540681?co=GENIE.Platform%3DDesktop&hl=en	Jess Waggoner and Ellen Augustiniak make Discovery Worksheet usable for multiple campus discovery groups 18 Sep 2020
4	Vanguard Training Buddies	Discuss how to use the VG buddy system for functional testing	15 min	All	Most Vanguard campuses are not reviewing yet because they’re waiting for Primo VE. Sarah Houghton will be looking at testing everything in Vanguard, and will provide guidance on how Discovery FG needs to support, largely depending on decision Primo VE for NZ (Consortia Union View)	Non-Vanguard partner acts as consultant. Weekly meetings or other regular period starting in Oct could work well	n/a
5	Primo VE for the NZ Decision Page	Discuss and draft Decision Page as needed	15 min	All	Take a look at Primo VE for the NZ Decision page
6	Homework	Prepares team for next meeting		All	Cover additional Primo VE training prior to ExL Q&A Mtg on 9/23/20 Review FAQ’s about SILS Phase 4 Review Melvyl and Related Services in SILS		All: Check with your VG buddy to set aside time in Oct on your calendars for VG testing All: Look at ExL’s Primo VE Customization Best Practices All: Continue with self-paced Primo VE training All: Continue with self-paced Alma Essentials
7	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Determine plan for MELVYL and Related SILS Services Ebook ILL lending as it relates to discovery and limiting to availability.		Ellen Augustiniak demo updated PPC Testing Worksheet with Jess Waggoner at next mtg on 22 Sep 2020

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