2020-08-04 Meeting notes

Date

04 Aug 2020, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Sharon Shafer, UC Los Angeles
Elizabeth Salmon, UC Merced [Today’s Notetaker]
Michael Yonezawa, UC Riverside
Heather Smedberg, UC San Diego
Josephine Tan, UC San Francisco (co-chair) [Today’s Timekeeper]
Jess Waggoner, UC Santa Cruz (co-chair)
Sarah Houghton, California Digital Library
Chizu Morihara, UC Santa Barbara

Not attending

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 Discovery Confluence and Google Drive	What’s new that’s been added this past week	5 min	Josephine	Added link to Discovery Work Flow Plan on Team Charter page
2	Updates from other SILS groups	Share relevant items	5 min	Josephine Sarah	Josephine checked in with the chair of Fulfillment (Liz Rodriguez, UCLA). They are postponing their (Vanguard) Decide how to integrate an ILL broker with Alma decision that was scheduled for last week. Her co-chair is bringing in more information from Ex-libris that could change their initial preference (option 1 on their decision page.) They don’t need anything from us at the moment. Josephine checked in with PPC - Caitlyn Nelson said our Network Scope and Consortia Union View decision should be done by mid-Oct	Waiting to hear back from Fulfillment- will contact when they need us to consult	Mid-Oct Network Scope and Consortia Union View decision
3	Primo VE Training Schedule and Tasks	Discuss the Primo VE training and tasks calendar	10 min	Josephine	Link to ExL’s Primo VE training and tasks list from in Basecamp Double-click thumbnail below to see in view details: Aug 21 - need to fill out configuration forms for Primo VE-related tabs [Vanguard campuses only]	Who is filling in the tab for the Vanguard campuses? Sharon- UCLA Lisa- UCB Heather-UCSD, Heather can be contact Josephine - UCSF	Aug 21 - need to fill out configuration forms for Primo VE-related tabs [Vanguard campuses only] Continue training sessions- follow Vanguard campus dates Sept 23 - submit questions for Ex Libris
4	Discovery Work Flow planning	Discuss and fill out our Draft Work Flow Plan	30 min	All	Outlines decisions we will be making at some points; may rely on other groups reaching out for us to consult Reshuffle prioritization? EA-being aware of what e-resources are doing to avoid user confusion and frustration	Add: functional testing, system performance (load test), Aeon, document delivery & NLRF/SLRF, compare this with go-live checklist Move up FRBR & Dedup Recommendations Indicate what decisions are made at what level (IZ, consortial)	JW- add items; re-sequence items JW-checking in about existing Alma patron data (i.e. favorites)
5	Subcommittees' Reports for Primo VE Branding	Share and discuss each subcommittee’s report	40 min	All	Environmental Scan: Ellen, Lisa, Chizu Looked at 4 consortia, 5 UC Alma campuses (20 sites total) All branded w/ own logo except CSU-OneSearch Search showed up in all names- 7 campuses used Library Search Discovery, Discover also used Some distinct names, one offs Left facets (17) more common than right (3) Campuses <20K students more likely to default to everything Who made the decision about branding for current Alma campuses? UCI- design services team decided UCD- web group/interface group already had this setup UCR- Library catalog, went with more generic, logo in line w/ campus branding UCSB-campus identity kit, but were also “just told' UCSC-Library search, generic, differentiate from CruzCat- Library Catalog most commonly used terminology, used color palette/style guide Literature Review for best practices: Heather, Elizabeth, Michael not a lot of research addressing the process of deciding upon names/branding primarily articles research reflected the conversations that we’ve been having consortium probably the most useful; some of the single campus case students may have some take-aways Accessibility/SEO: Sarah, Sharon, Jared Accessibility: very little that we do have control over but Pimo has done a good job Recommendations toward the bottom of this document SEO: Ability to configure/optimize sitemaps Note best practices See Ex Libris release notes in doc. When doing sitemaps- emphasize unique materials Can configure profiles- search profile, publication profile Determine guidelines/recommendations for schema.org Who creates the sitemap for each campus? SS- systems department, obtained sitemap index.	Next steps: Gather feedback to inform recommendations- use checklist? Provide documentation/data to support recommendations Strive for consistency- do not want to duplicate work or consistency may be required (ILL lending); be aware of cases where deviation may be need to meet a unique need of the UCs or specific campus Bring recommendations to local implementation teams for feedback	Homework: review Literature Review spreadsheet
6	Homework	Prepares team for next meeting		All			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 All: Review subcommittee Reports for Primo VE Branding
7	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Determine plan for MELVYL and Related SILS Services ExL Go Live Ready Checklist Ebook ILL lending as it relates to discovery and limiting to availability.