Page Comparison

New items on our Confluence page

Describe what the new items are for

10 min

Josephine

Link to Vanguard Testing Notes on Discovery Confluence Functionality Testing Page.

Bookmark VE instance URL in browser (Slack not a reliable archive); add to Confluence page if not already linked

Updates from other SILS groups

Share relevant items

15 min

Josephine

Sarah

Sarah

Jess and Josephine attended Archives & Special Collections Escalation Leaders group mtg last Thursday.

The campuses are not testing AEON in this first stage of VG testing.

From Chizu re: AEON:

“our backend configurations are still in place for AEON (on the Alma side), but the link doesn't appear. I've created a basecamp message for this ("[UCSB] General Electronic Service (AEON) not appearing in Primo.”

They will let us know if there are specific things they would like us to look out for related to archives and special collections. We will give them a heads up if we need their advice on any decisions related to archives and special collections.

3rd party integration not in the scope of Vanguard testing

CDL has an 3rd party campus wide inventory; ExL can integrate all, a few may require extra work.SH

•  Sarah Houghton: will look into sharing the 3rd party integrations spreadsheet.

Vanguard Buddies

Offer feedback and suggestions

15 min

All

Jess and Josephine met for first VG buddy functionality testing today.

• Use spreadsheet as a guide, note issues as they are occurring (likely will not be in order…)

• What is “everything”does the “Everything” scope cover? Everything is everything your campus has, or has access to, includes CDI

• SS: Functionality; bugs; config edits; harmonization (keeping track on separate documents)Sharon: Noticing four tracks of VG functionality testing:

1. Functionality

2. Tracking bugs

3. Configuration edits

4. Harmonization

• May decide to expand testing spreadsheet to include more columns for notes that have notes specific to these four tracks.

• document HS created to share with Alma testers in case they want to report something more Primo based or user experience related

Future discussion:

Could rename scope, (for expi.e.) Everything@UCSF

EAEllen: campus may turn on items campus does not have access to, but what campus would like to expose users to; UCI renamed scope to “almost everything”

MYMichael: discovery tool vs. access tool

Functionality Testing

Discuss how VGs will be testing Discovery assigned tasks

15 min

All

• Google docs set up for each VG campus to notate campus functionality testing (ie screenshots).

• These are in the Functionality Testing folder on Google Drive and also listed as Vanguard Testing Notes on our Discovery Confluence Functionality Testing page.

The URL for these pages can be used to linked to in Column J - “Testing Notes” - of the Discovery tab of Testing Worksheet for PPC.

Discovery Work Flow Plan Roadmap

Evaluate timeline for more accurate dates

15 min

All

Work Flow Plan link on our Discovery Confluence homepage.

Also reference SILS Project timeline and milestones

MY: concern about overlap between End User & Outreach group

• Jess & Josephine are meeting later today with End User Outreach and Fulfillment to discuss workflows, decision points, communications

CM: who is ultimately responsible with testing?

• We will work hand in hand with local implementation groups; timeline feels out of sync- likely happening at many Vanguard campuses

• SH: currently in the test for the test; ironing out wrinkles now; figuring out roles and responsibilities that will likely roll over the next phase

• SS: need to explain what all the scopes are doing

• Ask ExL again about system architecture documentation

• Desire for more clarification where data lives and how it is connected

JWJess: Which of these on the workflow plan do we want to prioritize for harmonization? And, for those items, decide on labels- what should we call it?

• When do local groups need to know this? NovemberNov-DecemberDec. Implementation kickoff- November 5th.

• Prioritize what will impact end users the most- not extremely granular- esp. in light of timeline; conversations will continue to take place long into the future. What needs to be harmonized now, and what possibly can wait.

• This group should take ownership about what MARC records should appear in the full record

• -revisit CSU central package/configurations wiki

• Start with ExL setup/configuration forms

•  All: Share any visualizations you have/created with group

Ask ExL again about system architecture documentation (need someone to contact ExL)

Resource Management FG’s Local 856 data Decision Page

Discuss

20 min

All

• RMFG needs our response by 10/7 to help them complete their Local 856 data Decision Page:

“RMFG will consult with the Discovery FG to test the statement below that “existing 856 fields will not populate into Primo” since current experience with Primo at some Alma campuses varies. In addition whether those fields wind up in Primo will affect specific 856 data like finding aid links, etc.”

“Questions to consider:

1. Some campuses have started moving data already, is it worth creating 1 prescribed field?

2. Is there any advantage to using a 9XX in a bib over a holdings field?”

AE: need to rephrase this question about existing 856 for clarification

• JT will clarify

Current 856 data may not migrate over properly

Current decision page specifically for Vanguard- need Discovery FG to help refine this page, so that it can be carried over

JW: UCSC: What data is in the 856 field that may impact end users- finding aid links (are willing to experiment with portfolios)

JC: UCD also discussed portfolios for findings aids; doing cleanup first (discussion ongoing)

EA: suggested looking at documentation for P2E

JT created document for 856 feedback - add local feedback here within this week (want to have recommendation decided during next week’s meeting)

Homework

Prepares team for next meeting

All

•  All: View Additional Primo VE Training videos. Submit any questions for ExL using the Google form for ExL by 9/23.
•  All: Look at ExL’s Primo VE Customization Best Practices
•  856 feedback - add local feedback here prior to next meeting

Parking Lot/Q&A

Save these issues for future discussion & comments

• Configuration

• Defining the “Everything” scope

• Determine plan for MELVYL and Related SILS Services

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