2020-09-29 Meeting notes

Date

29 Sep 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 our Confluence page	Describe what the new items are for	10 min	Josephine	Link to Vanguard Testing Notes on Discovery Confluence Functionality Testing Page.
2	Updates from other SILS groups	Share relevant items	15 min	Josephine 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.
3	Vanguard Buddies	Offer feedback and suggestions	15 min	All	Jess and Josephine met for first VG buddy functionality testing today.
4	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.
5	Discovery Work Flow Plan Roadmap	Evaluate timeline for more accurate dates	15 min	All	Work Flow Plan link on our Discovery Confluence homepage. Also reference SILS Project timeline and milestones
6	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: Some campuses have started moving data already, is it worth creating 1 prescribed field? Is there any advantage to using a 9XX in a bib over a holdings field?”
7	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
8	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.

Our feedback needed to provide for the RMFG’s Decisions

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