2020-12-08 Meeting notes

Date

Dec 8, 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
Michael Yonezawa, UC Riverside [Today’s Notetaker]
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

	Item	Desired Outcome	Time	Who	Notes	Decisions	Actions
1	Updates from other SILS groups & project timeline	Share relevant items	10 min	Josephine Sarah	PPC: has drafted a Minimum Viable Product sheet that FG’s will fill out	PPC MVP Document	Need to fill out the columns
2	Primo VE future support	Begin discussion on who/what group will support Primo VE	15 min	Sarah	There are links in Primo to report problems with records and within the link resolver to get support. Where will these links go? To the CDL Help Desk (since we’ve provided Discovery-level support via Melvyl)? To a contact at each campus library (since we have 10 Primo instances)? CDL Help Desk staff want to continue to provide support, but not if the campus libraries would prefer that feedback to go to them. There is also the question of how much these links are actually used and whether or not it matters. Maybe the existing Alma campuses can help us with that one.	CDL (systemwide support) vs. Local Campus (support) example: UCD links to local support ticket system and refer as approriate to CDL Helpdesk Some campuses depend on CDL for this sort of support due to lack of FTE or expertise. a fair amount of electronic resources access questions. Ask Us (LibAnswers and/or local service) added to Primo in addition to the embedded support links. From this record the link to “can’t find this on the shelf” goes to a custom form” (this link is not relevant for a CDI record) Is this custom or a default setting?https://uci.primo.exlibrisgroup.com/discovery/fulldisplay?&context=PC&vid=01CDL_IRV_INST:UCI&search_scope=MyInst_and_CI&tab=Everything&docid=medline23697526	Need to decide which is the preference?
3	Check-in: UX Testing Subgroup Partnership Work	Discuss any updates	15 min	All	References Usability Testing Confluence page Configuration Recommendations Workbook Are there areas where one subgroup’s UX testing may be better suited to be covered by another subgroup?	Approach to building towards our final Primo VE configuration recommendations (due by 2/5/21): Look at each of our UX subgroup’s recommendations that relate to where group’s assigned themselves on the Configuration Recommendations Workbook. Define Minimum Viable Product Formulate our recommendations and possibly have something similar to CSU's Configurations recommendations. Decision pages for sharing settings and configurations among instances especially since we do not have access to each others instances is desired by group members. Process for identifying crossover configurations by different groups? Some desire for having recommendations come from systemwide down, e.g., language and text for ILL
4	Notes from last week’s mtg	Helpful reference for agenda item #3 above			Proposal: based on ExL Setup doc, each subgroup fill in. Concern: this setup document is so skeletal that it might not provide enough structure. Guiding principles: Minimum Viable Product. For recommendations, how do we break them down into what’s possible and who needs to do them? ILL did see success in talking through with Fulfillment FG to see if any pain points were clearly “FFG” vs. Discovery. High and Medium priorities are both candidates for consideration. Can we have a section or process for recording issues we expect to need to iterate on quickly, even if we don’t have a specific recommendation?	IF subgroup recommendation is Discovery’s responsibility (based on discussions with other interested FGs) AND subgroup recommendation should be addressed to get to an MVP (high or medium priority) THEN Note your recommendation in the appropriate “Area” in a draft recommendation document. “Areas” will start as groupings based on ExL initial configuration document. If there is no row where an MVP recommendation fits (based on the “areas” in the Initial Setup document) do still include them in a separate section. If there are enough of these, we’ll organize into topics.
5	End User Name Subgroup	Gather feedback on proposed names	50 min	Jess, Ellen, Elizabeth	End User Group Presentation (with slides) by J/E/E. Presentation is being given to various groups. “Name” would appear next to logo but would not appear as a scope or within language within Primo VE (unless that is what a group like Discovery FG recommends) Examples of: Minimalist Approach (Jess) Distinctive Approach (Elizabeth): Eureka, Beacon, and UC LIbHub	Complete feedback form individually Share presentation with other local groups but feedback is desired by end of business Thursday, 12/10/20	EUNS End user name proposal feedback https://forms.gle/KNm6ag77JpmMrF6G9
6	Homework	Prepares team for next meeting		All	(Discussion of EUNS interests) Config form discussion, e.g. @Lisa Ngo (Unlicensed) 's concern about languages, which are not configurable and need ExL to enable.		All: Look at ExL’s Primo VE Customization Best Practices All: Take 2 questions back to your local group(s). What should be in the concept of ‘everything’. What should or should not be pre-filtered?
7	Parking Lot/Q&A	Save these issues for future discussion & comments			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.

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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. UCLA Primo VE Default Display Fields Should we share this with RMFG?