2021-01-12 Meeting notes

Date

12 Jan 2021, 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
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 [Today’s Notetaker]
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
1	Updates from other SILS groups	Share relevant items	10 min	Jess Josephine	End User Naming Subgroup PPC Discovery needs to start filling out information in: PPC MVP document (Test load) Configuration Form Heads Up of meetings Discovery members to attend: 2/22 (Mon 1-2pm) -Primo VE and CDI Q&A 3/4 (Thu 10am-noon) - Primo VE Handoff / First Look Primo VE Trainings and Tasks (full list):	Do we think that we need a special meeting with ExL to discuss Primo VE configuration before the 2/5 test load config forms deadline? Reference: Alma Configuration Form Guide (p. 84-92)
2	Call for RLF “subgroup” members	Recruit a few members	10 min	All	Interested members: Sharon Timeline for RLF decisions are still TBD. Reply from Liz Miraglia (RMFG co-chair): “The existing page has to be tested/worked on by all of our FGs during test load so we'll likely have some kind of shared subgroup with reps from each FG, depending on how PPC decides to approach the workflow testing.”	RMFG and Fulfillment FG will keep us posted when they would like our feedback. Relevant RMFG and Fulfillment Decision Pages : Records Retained for Items Deposited in RLFs (test load) Local RLF bibliographic record migration (Vanguard) Bibliographic records to leave out of the Vanguard NZ
3	Primo VE Training Workshop	Determine what is best date to request ExL offer this	10 min		Currently scheduled for June 14th. Is this too late? How far ahead of GoLive would be best? Is 2nd week of May better? Sample topics covered in a Primo VE training workshop
4	Search Profiles Check-in	Comments, questions, and feedback	15 min	All	Jan 15th collect all feedback from local groups so we can start decision-making on Jan 19th collect feedback via copy of document with comments and/or feedback form copies made of Primo VE Search Profiles document with local team comments can be put in the Primo VE Search Profiles subfolder < Discussions < Discovery FG < Google Drive
5	Open Access	Discuss NZ vs. CDI	15 min	All	Informed (I) of our RACI on our Search Profiles Decision: Digital Collections Public Services Escalation Group End Users Outreach Subgroup: to help them understand what will be surfaced in search profile
6	Homework	Prepares team for next meeting		All
7	Parking Lot/Q&A	Save these issues for future discussion & comments			Minimum Viable Product Configuration Harmonization customizations Defining the “Everything” scope Determine plan for MELVYL and Related SILS Services Ebook ILL lending as it relates to discovery and limiting to availability.

R

Note from Sharon Shafer (Unlicensed) regarding agenda item 1. UCLA Library ingested the Film and Television Library catalog records during the Alma data harvest and there was concern about the unique needs of item display and search for the film and television records. UCLA Discovery Functional Group started a document to examine the MARC fields and their function. https://docs.google.com/document/d/1qWW7wr3pWau7wbAbthSB9lLcv3T0xYol990FV48MpbM/edit Should we share this with RMFG?