2021-02-16 Meeting notes

Date

Feb 16, 2021, 10am-11:30am

Attendees

  • Lisa Ngo, UC Berkeley

  • Jared Campbell, UC Davis

  • Ellen Augustiniak, UC Irvine

  • Elizabeth Salmon, UC Merced [Today’s Notetaker]

  • Sharon Shafer, UC Los Angeles

  • 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

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

Updates from other SILS groups

Share relevant items

15 min

Josephine

Sarah

  • Confirmed date of Primo VE Workshop week will begin on May 17th

    • Josephine will send further details re: training (also will be communicated by local training rep)

      First day is for library folks who are end-users.

  • Jess and Josephine met with co-chairs of RMFG, Fulfillment, Spec Coll, and RLF Task Force to discuss (Test Load) RLF Workflow. - See meeting minutes.

    • Lisa, Sharon and Heather participating

  • Josephine submitted requests for patron level log-in’s

    • Send Josephine additional names if needed for those involved with testing

    • Can share logins with colleagues

  • PPC will vote to approve our Primo VE Search Profile Configuration decision page on 2/19.

    • expecting to get a “thumbs up”

    • configuration table layout (+ and -) is confusing

 

 

 

 

@Jess Waggoner will update to “Pro” and “Con” on Search Profile config page

2

Help Links in Primo VE

Discuss options

15 min

Sarah

 Notes: Help links in Primo

  • See above document

  • How is this at current Primo campuses?

    • UCSB: added in many/all the places; had multiple librarians checking form emails; A LOT of traffic at first

    • UCR has this embedded in links, report a problem; links to external form (not sure about use, esp. now since Ask Us is also embedded- all traffic goes through Ask Us)

    • Sarah comment- do patrons want to email and wait or chat and get help immediately?

    • UCI- “too many” places to get help (can be confusing); received tons of email questions; did level off; now directed to chat widget

      • where it goes and what to call it?

      • ways to systematically handle feedback?

  • UCD- links to a ticketing system, checked by about 6 people; some links to a generic help site

    • Distinction between report a problem and help links? No- generalized help

    • Sometimes (rarely) receive reference questions vs. access questions/help

  • UCSC

    • do not differentiate between “kinds” of help

    • only help point goes to chat (when available) or email (when chat unavailable)

    • Initially had separate Primo queue but now just have Alma queue for internal users

  • VPN authentication should not determine what help options are available

  • Databases typically (not true for all) will link out to top level, local help pages; also use help link in UC eLinks menu

    • need to address location as well

    • local configurations will determine if an intermediary page displays

  • Group managing Ask Us service may be responsible for harmonizing branding

  • Avoid providing too many options

  • Prefer to have standardized/ harmonized language

    • know what help links are called, and where it/they will live

@Josephine Tan (Unlicensed) seek out FAQs and scan of language currently being used

3

UC-eLinks

Naming considerations

30 min

All

PMs questions:

keep the same, rebrand, rename?

where does the link resolver direct users to…?

  • Jess: testing indicates that undergrads may find confusing; faculty understand

  • UC eLinks introduced in 1900s:

    • results of user testing mixed at time of launch

    • range of ideas presented

  • UCI instruction librarians, desire to keep UC eLinks; centering librarian needs?

  • Opportunity for change. The user experience is changing. Possible changes:

    • Get it

    • Maintain consistency- same terminology within Primo and in databases

  • To consider: What we name the concept? How well does it work? Configure all the possible locations?

Note re: SFX Journal Search Tool

  • going away - not sure what this will look like?

    • From Sarah: built from Alma records, include SFX data and P2E journals

  • Union view journal browse- may be able to have something that mimics current functionality

  • do not want to loose subject browse

  • hopeful this will work in SILS environment

  • UCR example: https://bit.ly/3jUmaSK

    • add Journal Browse as top link

  • Rename to a descriptive, logical name

  • Obtain data to make an informed decision

All: by 3/1/21

  • Obtain analytics from local UC eLinks administrator [data behind when someone clicks UC eLinks]

4

Configuration Recommendations Workbook

Discuss next steps

30 min

All

Configuration Recommendations Workbook

UCB Testing Worksheet notes available in our Google Drive (Discovery FG > Functionality Testing folder) are a very useful resource to refer to during this next test phase.

  • Follow up from last week but w/ more targeted dates

  • (see below for Homework details)

  • Added extra level of priority (“V”- must be in place for Test Load)

  • Share with appropriate local groups

 

@Jess Waggoner outlined: https://docs.google.com/document/d/1Ck_DM8OdWl92X8Pi4aYiLNCzvfW_XuhthVdQ5myiEH8/edit

  • Discuss workbook contents at next Discover Mtg (2/23)

  • Have recommendations ready to show to PPC (2/26)

 

By first week of March -

Discovery FG will have our first set of recommendations to local discovery teams that offer:

  • Configurations to test for harmonization

  • A list of things that campuses should feel free to try configuring as they like. Meanwhile, Discovery FG will be testing out and working towards offering a list of suggested configurations that campuses can consider using if they wish before cutover

All: Fill in relevant subgroup details in workbook sheets by Feb 18th
5

Homework

Prepares team for next meeting

 

All

Suggestion:

Have the PPC’s MVP sheet open simultaneously while reviewing the workbook documents to keep an eye on parallel information to help guide ranking importance of items to prioritize

 

6

Parking Lot/Q&A

Save these issues for future discussion & comments

 

 

Questions/comments:

  • SFX Journal Search Tool (moved notes to UC eLinks section)

  • Third party integrations

    • Browzine & LibKey

  • Ebook ILL lending: problematic with Melvyl; keep in mind to test in Test phase

 

 

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Question? Contact AskSILS-L@ucop.edu