2020-09-29 Meeting notes

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; EL can integrate all, a few may require extra work.

SH 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”? Everything is everything your campus has, or has access, includes CDI

SS: Functionality; bugs; config edits; harmonization (keeping track on separate documents)

May decide to expand testing spreadsheet to include more columns for notes.

Future discussion:

Could rename, (for exp) Everything@UCSF

EA: 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”

MY: 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

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?”

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

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.

Decision Page

Priority vote (1-3)

Consulting group feedback due

Local 856 data

1

10/7

Bibliographic records to leave out of the Vanguard NZ

1

10/13

Vanguard local RLF migration

1

10/13

Non-9XX local data

1

10/21

Bibliographic records 9XX field mapping

1

10/21