2021-03-02 Meeting notes

Date

Mar 2, 2021, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Elizabeth Salmon, UC Merced
Sharon Shafer, UC Los Angeles
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	New links on Discovery FG Confluence site	Point out new additions	10 min	Josephine	New Recommendations page on our Confluence site. On our Overview page Test Phase Timeline On our Discussions page Help Links environmental scan of already-Alma campuses UC-eLinks SFX data reports	UC-eLinks defer discussion to future meeting; Josephine and Michael waiting for local data. CSU Example “Workflow” Recommendation page is being developed	Plan to attend Thursday Primo VE meeting (All)
2	Updates from other SILS groups	Share relevant items	10 min	Josephine Sarah	Need to develop transition between Phase 4 and Phase 5 May include an overlap between phases for groups No update from PPC; Workflows are the focus
3	Browzine/LibKey	Discuss systemwide subscription quote	15 min	Sarah	Holly E. is CDL point for Browzine and is working with vendor moving forward. No centralized funding; would be a campus-by-campus decision; substantial savings if all 10 campuses participate.	If all campuses participate would Browzine?LibKey become Tier 1? Maybe not since Browzine/LibKey is a tool and not content. Should Browzine/LibKey be a recommendation to assist other campuses who do not have it yet?	Provide information and usability data from UCSC (Jess)
4	New Primo VE instances	Check-in to see how everyone’s new Primo VE looks	15 min	All	List of all Primo VE Instances	Thank you Ellen for cleaning up the information.
5	Testing Plan	What can we provide as an answer	20 min	All	Test Phase Timeline Wks1-13 (March 1-May 28) Milestones May 31-June 1 Cutover? Wordmark/Logo; Up to DFG to use the new wordmark in testing sites Josephine taking screenshots of where CSU campuses have placed their “OneSearch” wordmark/logo. Some milestones, e.g., FRBR & Dedup might need to work with others on various campuses if ourside one’s area of expertise. Is there more testing beyond Functionality testing such as Configuration testing; Ask ExLibris and discuss with other campuses; Who will be using the list of MARC fields recommendations and a need for harmonization? Which fields are indexed and/or faceted? e.g, “publisher” is not a defult indexed search field and not a default faceted field Sharon mentioned adding the following for her and Lisa’s list of MARC fields: - Enable field for search - Enable field for facet - Use Translations - Use the parallel Local Field 01/50 from the Dublin Core record - Use full test links for indexing Make decision on naming UC-eLinks as soon as possible since there are so many places it would need to be updated. We all have different roles; some more than others. Beginning Your Research Journey	Make recommendations regarding renaming UC-eLinks asap. Develop list of extra recommendations WorldCat to be added to Week 4 (3/22-3/26) - 3 different options to be tested at 3 groups of campuses. Need to create a sheet to document which campus will test which WorldCat option.
6	Configuration Recommendations Workbook	Decide which recommendations are ready for sign off	20 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 Discussion of what the Search Profiles should be: ”Articles, books, and more” ”Library Catalog” ”Course Reserves” ”WorldCat” (if this is the option selected for this particular campus)	Recommendations added to various Setup documents. See various setup pages for latest recommendations. Initial Setup 2 Search Options Request API for WorldCat Setup Full-Display 4 - Section Labels - Send It; View It; Get It	Provide campuses with cheatsheets on default configurations to help local campus admins. (Jarad) Add screenshots to Configuration Settings where applicable. (All)
7	Homework	Prepares team for next meeting		All
8	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. UC-eLinks (re)naming What will help links be called and where will they be in the interface? 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