2021-02-23 Meeting notes

Date

Feb 23, 2021, 10am-11:30am

Attendees

  • Elizabeth Salmon, UC Merced

  • Sharon Shafer, UC Los Angeles [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)

  • Chizu Morihara, UC Santa Barbara

Not attending

  • Lisa Ngo, UC Berkeley

  • Jared Campbell, UC Davis

  • Ellen Augustiniak, UC Irvine

  • Sarah Houghton, California Digital Library

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

10 min

Josephine

Sarah

PPC approved our Primo VE Search Profile Configuration decision page on 2/19.

SILS Town Hall had lively discussion:

  • Easy active - you get all 4 billion records

  • Everyone has to turn on easyaccess within UCs

Q: Will this be a joint decision within UCs or is it already decided?

A: We believe it is already decided. EasyAccess is it

 

 

 

 

2

Help Links in Primo VE

Collect information from already-Alma campuses

10 min

All

 

Conduct a short environmental scan of already-Alma campuses to capture screenshots of:

  • Location of Help link(s)

  • Language currently being used to describe Help

* Place information in this document

Already-Alma’s: @Former user (Deleted)@Ellen Augustiniak capture how and where your campus currently places Help links for Primo VE*.
3

UC-eLinks

Collecting Analytics

20 min

All

Definition of Analytics reports

Specifically:

  • Query #2: Number of SFX requests and clickthroughs per source. The number of times users clicked the SFX button in any particular source (rec$sourceId) and the number of clickthroughs; output is sorted by source name.

and

  • Query #7: Number of clickthroughs per target. The number of times specific targets were selected in the SFX menu.

What current UC-eLinks (incidental) data do campuses have to share?

Is there an (PDF-like) icon that can be placed next to (for example: “Get It @ UC”)

 

Q: What is the difference between use of locally managed resources (do all campuses have access to the data?) and CDL (Allison) managed resources?

 

Q: How much time does it take for analytics staff to pull these reports?

 

Q: Is there an annual singular report that merges SFX use data local and

Q: Why are we after this data? What actions can come from it?

A: Determine the impact of our recommendation to rename UC-Elinks

Q: How about something as simple as, “Get it” or “Get it at UC” with a pdf icon. This phrase and icon may be in competition with direct links to publisher in some cases.

UCM feedback from some colleagues: “Get it” is aggressive. Suggest “Find it”

Discussion about LibKey. UCR has it and likes it. Perhaps a systemwide license for LibKey can be investigated. We believe there is a consortial agreement for LibKey for some of the campuses. Jess Waggoner did usability studies and links to LibKey tested very well.

Q: Do all campuses have UC-elinks integrated into Google Scholar.

A: Yes

 

 

UC-eLinks analytics to collect:

  • (#2) Clickthroughs per source

  • (#7) Clickthroughs per target

Date ranges:

  • All of 2019

  • All of 2020

  • Month of Oct 2020

 

Ask Allison (CDL) to pull SFX reports for all campus

 

Campuses that have access to local use SFX data can supply reports with the local data (Josephine and Michael have analytics people to do the local report)

 

@Heather Smedberg (Unlicensed) investigate who on her campus can pull local sfx use reports

@Sharon Shafer (Unlicensed) investigate who on her campus can pull local sfx use reports

 

@Sarah Houghton Explore pursuit of a UC wide consortial license to LibKey / Browzine for ultimate UX harmonization

 

 

 

4

Configuration Recommendations Workbook

Decide which recommendations are ready for sign off

30 min

All

Configuration Recommendations Workbook

Tasks to decide for today’s mtg:

  • What can we sign off on as a recommendation? Include screenshots as needed

  • What needs to be identified with further discussion/data? Include screenshots as needed

Question about distinction between resource type and material type in Primo VE configuration.

Discussion about “recommendation” vs. “advice” vs. “best practices” vs. “lessons learned”.

Discussion about testing search profile slots in different ways on different campuses during the test phase.

  • avail in home

  • only avail in advanced

  • avail in menu etc…

 

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

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

 

All: Everyone without an API key for Worldcat should get the key so it can be tried out in a test ASAP

 

All: Investigate difference between resource type and material type config as it behaves in Primo VE interface

 

@Jess Waggoner will start a document about “best practices”/ “lessons learned” / “advice” document to hold these concepts

@Jess Waggoner draft a decision page to document which MARC fields are searched and which MARC fields are available as facets

5

Testing Plan

What can we provide as an answer

20 min

 

Re-grouping post-recommendation reports

Archives & Special Collections would like to know if we need their assistance during test load

 

 

6

Homework

Prepares team for next meeting

 

All

 

 

 

7

Parking Lot/Q&A

Save these issues for future discussion & comments

 

 

  • FRBR/Boosting

  • Main Menu (pull up config workbooks)

  • Facets

  • Libguides

  • Testing plan

  • Delivery and Fulfillment

  • Minimum Viable Product

  • WorldCat

  • Ebook ILL lending as it relates to discovery and limiting to availability.

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

 

 

The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!

Question? Contact AskSILS-L@ucop.edu