2021-11-16 Meeting notes

Date

16 Nov 2021, 10am-11:30am

Attendees

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

Not attending

Josephine Tan, UC San Francisco (co-chair)

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	Who	Notes	Decisions	Actions
1	Updates		All	PPC: Making sure that FGs are transferring MVP items to the Work Handoff sheet ExLibris offering addition of Alma-D product for additional cost. UC maintains we do not need this product. Discussions ongoing.	Jess working on this	Jess Waggoner will work on this, this week.
2	Finalize Restrict Resource Sharing Restriction Rules by Location decision		All	Made some edits to clarify the questions that arose while consulting with stakeholders: added language re: campuses should be thoughtful and careful of decision whether to use one of these limited the emphasis on Special Collections, which was confusing/muddling some issues to stakeholders Added a background section that outlines the system limitations and the reason these two options. Clarified the Reasoning section and throughout, the user experience rationale for making a decision around restricting resource sharing services in the discovery network. Recommended label in the yellow, “No Services Available” box: This item may not be available for loan. Contact us for help.”	Need to run by CDL OPS team to make sure the process as described is correct/expected. Need to sort out mystery of why yellow box is no longer showing up Need to get campus contacts in place (can send to PPC without this piece in place, keep a placeholder there)
3	FRBR & Dedup Discussion		Jess	Last step per ExLibris is to run “prevent FRBR and/or Dedup in discovery job” on a subset of materials. UCSC developed steps we all need to take to run this. Next experiment is test Law materials. May be able to run this based on location only. Law school campuses will take the lead. UCI has offered to help with this testing process. Further down the road - when digital collections are included, there will definitely need to be FRBR/DeDup work applied to these as well.		@all: Everyone pass along job test steps to our IC team/developers and report back when this is done.
4	Check Ins	Discuss updates/problems/testing	All
5	Next Meeting	Prep for next meeting
6	Parking Lot/Q&A	Save these issues for future discussion & comments		Usability Testing MVP items for next phase Ebook ILL lending as it relates to discovery and limiting to availability. Questions/comments: