2020-10-06 Meeting notes

Updates from other SILS groups

Share relevant items

15 min

Josephine

Sarah

PPC: Suggests that Discovery FG reach out to consortia to inquire what they decided to do with their NZ.

RMFG: appreciates our local 856 bibliographic data feedback that we’ve provided them to help consult on their decision page

Special Meeting: PMs, Caitlin, Neil, co-chairs of Discovery, EUOS, and Fulfillment to discuss how the groups can align our work flow and decisions.

EUOS: Josephine presented Discovery’s work timeline to EUOS on Monday (10/5). Discussion continued re: branding the SILS “ecosystem” and how that relates to Discovery’s determination of whether or not we will name Primo VE something other than “Library Search” after VG testing.

Questions to ask other consortia:

• Did they decide to use the NZ as their union view?

• What was the deciding factor to use/not use the NZ?

• If they do use the NZ, who maintains it?

• If they do use the NZ, request that URL

• If they do have it who is the NZ for? Staff, end user, etc.

Who has contacts at other consortia to ask questions of at least four names for PPC.

Email Josephine Tan (Unlicensed) with names of at least four contacts.

As Ping for PASCAL contact information?

DFG should consult for EUOS and Fulfillment as needed.

EUOS, branding the entire project “ecosystem”. Based on the environmental scan, only one had an actual name for Primo VE. EUOS would like to message by January 2021 and was thinking of knowing what to message in November. Maybe in December but an actual name is not necessary to message something new is coming.

Vanguard Buddies Check-in

Offer feedback and suggestions

15 min

All

Do all buddies have Discovery admin access now?

Suggestion: the non-VG buddy shares screen and tests functionality & VG tester takes any necessary screenshots to capture and notates in the Google doc of their campuses Vanguard Discovery Testing Notes

Discovery Work Flow Plan Roadmap

Evaluate timeline for more accurate dates

15 min

All

Work Flow Plan link on our Discovery Confluence homepage.

Primo VE naming & logo

Discuss our status of whether or not we want to name Primo VE anything other than “Library Search”

15 min

All

Consulting on RMFG’s next Decision Pages

Review and collect our feedback to help ERM with their next two Decision Pages

15 min

All

1. Bibliographic records to leave out of the Vanguard NZ

2. Vanguard local RLF migration

Josephine Tan (Unlicensed) will share e-mail regarding what is being asked for 10/13 Vanguard action item.

Detailed notes by Ellen in “feedback” for 856 field added as suggestions.

Questions to keep in mind:

• Are there any fields/facets that are not showing up in Primo that should?

• Are there any impacts on Primo due to campuses migrating their data differently that are critical to resolve before test load?

• Vanguards: Collect feedback from your local campus by 10/13

Homework

Prepares team for next meeting

All

• All: View Additional Primo VE Training videos. .
• All: Look at ExL’s Primo VE Customization Best Practices

Parking Lot/Q&A

Save these issues for future discussion & comments

• Configuration

• Defining the “Everything” scope

• 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