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Date

, 10am-11:30am

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  • Sharon Shafer, UC Los Angeles

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

Updates

All

PPC?

Other Groups?

Welcome to Sean Claudio!

UCB iSchool Friday events- last Friday hosted a successful Goodbye Melvyl event with Sarah, Gunter and Salwa.

PPC: pretty quiet lately (last meeting canceled)

Other Groups:

  • SH working group in transition tidying things up for handover

  • Operations “phase” begins 1/1/22

2

Finalize Restrict Resource Sharing Restriction Rules by Location decision

All

  • Provides examples of materials that might have resource sharing restricted: special collections, equipment, etc.

  • Campuses to decide individually based on local practices and sharing rules

JW will edit Process section to add that locations can be modified as needed

JW asking groups for feedback

3

Exclude eBooks from CDI results

Jess

Primo VE November Release

Potential implications for NZ - is this something we should harmonize on?

UCSC eResources Librarian had some concerns (particularly around link in record CDI eBooks and NZ activations for these)

Comments:

  • UCSD local group would welcome more information

  • Result in less duplication of records

  • Reduce ILL workload of receiving CDI ebook requests

  • UCSC ILL has been successful obtaining ebook chapters

  • Concerns about open access materials for ex. Project Gutenberg records

  • UCD weighing pros and cons

  • Chapter level records will still surface – user can then request with ILL link

  • UCB not making changes to Primo until 2022 unless Disco FG makes a harmonization recommendation

Next steps:

  • bring to PPC since this touches upon many areas: SCP, concerns about OA records, etc.

JT bring this to PPC for feedback

4

“Headings Enrichment” setting

All

Which campuses have this setting selected?

ExLibris Documentation on Headings Enrichment

Question from PPC

  • census of campuses: RMFG can better understand who is using this

  • seems like there is dissatisfaction when these settings are selected

Due before Friday 11/12

  • Attempt to locate person on campus who may be aware of the setting.

  • Ask locally if this setting is being used.

JC putting in Salesforce ticket about where this configuration lives

5

Check Ins

Discuss updates/problems/testing

All

DiscoFG feedback for AEFG-CDL Proposal for Multi-Part Electronic Resources:

  • Note two major parts to answer

  • UCD looking at different models SUNY etc. to see how other universities are handling this

  • Imagine future in which Primo can be used to locate databases, for campuses currently using LibGuides A-Z list

  • Question re: will subcollections be listed in parent/umbrella record (i.e. searchable)

    • In public note of portfolio, however this will result in a demanding workload

  • Question to resource liaison group re: identifying subcollections and have opinions about the models

General Conversation

  • Get it at UC vs. database Full Text links; how to teach students the difference

  • UCSD noticed UC Libraries and creator/author facets intermittently not showing up ; search terms from webpage search box not carrying over to advanced search; ExL indicated this was due to deep links configuration

  • UCD troubleshooting indexing issue w/ NZ record (seeing behavior across instances); preparing a Salesforce ticket (will share)

  • Placing Browzine in Main Menu links; replace or have in addition to the Primo Journal Search

  • FRBR question from UCSB

    • Video and audio formats being grouped together

    • JW feedback: ExL suggest adding NZ rules in IZ

    • Data problem vs FRBR issues?

    • Possible searches to test: Beethoven 125, opera (The Magic Flute)

    • UCSC- some suboptimal results using FRBR; experimenting with preferred record criteria

    • Subject browse issue escalated within ExL; still a problem (lots of strong dislike of this feature)

    • UCR request/ILL conversation ongoing

    • UCSC moving to 1 request option (ILL)

    • Array of request options can be confusing

Due by Friday 11/5

6

Next Meeting

Prep for next meeting

7

Parking Lot/Q&A

Save these issues for future discussion & comments

 

 

  • Usability Testing

  • MVP items for next phase

  • Ebook ILL lending as it relates to discovery and limiting to availability.

Questions/comments:

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