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Attendees

  • Jackie Gosselar, UC Berkeley

  • Jared Campbell, UC DavisSean

  • ClaudioJoshua Gomez, UC Irvine Joshua GomezLos Angeles 

  • Zoe Tucker, UC Los Angeles Angeles

  • Joe Ameen, UC Merced

  • Michele Mizejewski, UC San Francisco

  • Jess Waggoner, UC Santa Cruz

  • Jessica Kruppa, UC Riverside, Chair 

  • Gem Stone-Logan, California Digital Library;

...

  • Dominique Turnbow, UC San Diego, Vice Chair;

  • Michael Craig, UC Santa Barbara

Not present:

  • Sean Claudio, UC Irvine 

...

Meeting Recording: https://drive.google.com/file/d/1qROSA_-aF7jYQC1HVizX_9QRnGdtLLUa1ClSZ7a83Dh6WRNpBBJ8mTNSgbI8C5-fr/view?usp=sharing

Excerpt
hiddentrue

Draft protocol for adding custom resource types to NZ, WorldCat Link Update Proposal, Addition of new members, coordinated usability testing, UX Subteam?UX Subteam Draft Proposal, SCP Questions Re: HathiTrust portfolio

3

Item

Desired Outcome

Time

Who

Notes

Decisions / Discussion

Actions

1

Sharing and Updates

Share any Discovery related information from other SILS groups

5

All

RMG will be revisiting using the 520 field to exclude items from the Discovery Network. The 520 displays in Primo, so we may want to test normalization that will only display 520s that do not contain the specific text RMG will end up using.

Search History setting from August doesn’t seem to be showing.

2

Official protocol for adding custom resource types to the NZ

Finalize draft

Adding Custom Resource Types to the Network Zone

Might req. reindex or the local resource type job.

Keep an eye on the plurals in lrt.

Gem will test in the sandbox

User Settings for Persistent Search History: This is functional. It is off by default and must be configured by each institution.
See Release Notes, scroll down to User Settings for Persistent Search History, then scroll past Analytics - Persistent Search History to find Configuration Options.

Davis is turning it on in the sandbox shortly.

2

WorldCat Link Updates

Review spreadsheet and offer suggestions or input by August 26.

Resources link is out of date at some, maybe all campuses.

Do people have opinions?

Are the links correct?

Gem

“It sounds like many of the existing custom links don’t currently work and since WCD is no longer our primary discovery layer they’d like to standardize what is entered.  They are proposing replacing existing custom links with 3 links for each campus and CDL: 1) Off-campus Access 2) UC Library Search 3) Library Website. “

Resources link is out of date at some, maybe all campuses.

Do people have opinions?

Are the links correct?

All: Provide feedback on the spreadsheet by next meeting.

4

Addition of new member

Decide on adding a new member or not.

Joshua

“I have a new developer on my team that will be the point person for Primo. Over time, she will know the answers to this group's questions about our local setup that I currently cannot answer. I think it would be better for her to attend the meetings.
However, I think I can provide value too by keeping an eye on the bigger picture and advocating for things that are important but which can often be neglected due to the deluge of daily work or the power of the vendor.
And that got me thinking about what we have done so far. I think over the past 3 months we have mostly been reacting to issues from other SILS groups or from ExLibris and we have not carved out time to think about our collective goals for a shared discovery interface and what actions we should take to achieve them. In our initial meeting we had discussed doing coordinated usability testing to help create a roadmap of improvements. I'd like to pick up that topic again and move forward with it.”

We’ll have Zoe start attending the meetings as a guest until we get the subteam thing going.

5

How will we move forward ensuring that we are working on collective goals while also handling the backlog from phase 4 and issues generated by other groups and Ex Libris?

All

Minor concern: Chat icon color is the same color as the footer. Can it be more contrasting?

3

Discovery UX Subteam

Review and agree upon draft proposal to create an expertise based UX subteam

Draft Proposal: Proposal for UX Subgroup

The current Discovery Subteam is not sufficient in and of itself to handle the broad range of expertise needed to tackle the backlog and future work plan.
We want to separate the team into an expertise based Configuration team that makes changes in Primo and an expertise based UX team that does testing and provides feedback.

Joshua will draft a proposal to create an expertise based UX subteam that is an official part of SILS and linked to the Discovery Subteam, that focuses on usability improvements to the UC Library search experience.

6

Coordinated Usability Testing

Which campuses will participate?

Who will run point?

What’s the end goal?

Joshua

This will get kicked down the road a little while until we get the UX Subteam going.

Jackie: FYI the Ethical and Inclusive Metadata Practices in UCLS Project Team Charge was a in a really effective format to send to OT: https://docs.google.com/document/d/1zs3TNj3y9EYNQqNdspBSG673vOvp0gTW_rXFZmpvU8w/edit

Unlike the other groups, this one does not have the expectation of 1 member per campus. Expertise based.

Do we want this as a project team? The advantage would be that it exists and easier to get approved, but UX is not time limited. Maybe "This team will review yearly to see if it's still relevant." Project teams get access to everything SILS

The Agency the project team will have in making/recommending decisions. So many are made at the campus level. If the team has a recommendation will it be harmonized or campus by campus?

Joshua will refine the draft in a Project Team direction.

Everyone will talk to their local teams to see who is interested in participating.

4

SCP Question Regarding HathiTrust collections

What exactly is being asked?

What is the Discovery impact if SCP removes local HathiTrust portfolios?

SCP has 9677 local HathiTrust portfolio records (HathiTrust Digital Library (Local-OA) Collection ID: 61463249050006531) that were migrated as byproduct of titles from other licensed collections. These portfolios have been put into a local collection to be determined right after migration. SCP has not brought any HathiTrust link since migration. With the CDI activated for HathiTrust Digital Library Full View U.S. Only, SCP would like to remove all HathiTrust local portfolios.

With having that portfolio available only in the CDI without local records/portfolios, you can only access that through CDI search scopes. We can’t see it in the local scope.

Could we utilize the HathiTrust API?

Everyone: Go back to your local groups and relay this information, the issues we see right now, and get feed back about other issues and concerns. Due: September 9th.

5

6

7

Review Workplan/Issues or bring up potential future projects

8

Wrap up

Review actions and decisions

5

9

Parking Lot

Capture important topics for future discussion:

Discussion Parking Lot / Future Topics

10

Total

45

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