2020-06-23 Meeting notes

Date

23 Jun 2020, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Sharon Shafer, UCLA
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	Actions
1	Review updated Project Timeline	Look at most current statewide timeline	10 min		Implementation TImeline & Milestones: 7/31: Have discovery recommendations set for Vanguard 8/9: Vanguard test load start 9/4: ExL delivers Vanguard test load 9/14: Vanguard Primo VE first look
2	Suggestion of how to utilize other groups' Decision Pages	Show how UCSF is integrating other functional groups' Decision Pages	10 min	Josephine	UCSF: Tracking Decision Pages	All: Share this idea with your local implementation team
3	Network Scope and Union View Summary discussion		20 min	All	Review the Network Scope and Union View Summary document. Make comments or suggestions. This document will be used to facilitate conversations with local Discovery groups.	All: Share this with your local implementation team for their input.
4	Discovery Decision Page components discussion		20 min	All		All: Look at Jess’s list of Primo Decisions, and crowdsource this list. Those already on Alma+Primo: share 2 things: 1. test cases or user studies that can inform decisions about display in network zone or local zone. 2. Recommendations for types of records to include in vanguard migration for testing in vanguard phase. All: Go to our local implementation teams, local discovery support teams for input on this set of issues. Jess Waggoner : Document what other Primo consortia have done for consortia or NZ or local + NZ displays (views or scopes or whatever)
5	Homework	Prepares team for next meeting		All
6	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Branding