2021-04-13 Meeting notes

Date

Apr 13, 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 [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)
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	10 min	Josephine Sarah	Internal Training Subgroup: Fill out the Primo VE Workshop questions sheet in preparation for May workshop. (Focus on UC DFG authors for this sheet) PPC: Three decisions approved (Go-live) Local 856 bibliographic data Key takeaways: schedule for 856 removal post-migration, finding aids and other 856 42s as portfolios is a local decision for migration (Go-live) Preparation of Campus SCP Data Key takeaways: really the same as test load, do what you can to leave as much SCP data out of the NZ (and in some cases entire migration) as possible (Go-live) MARCIVE Bibliographic Records in the NZ and campus data preparation Key takeaways: UCSD will stop processing MARCIVE after April 2021, May/June will be loaded after go-live PPC/FG decisions that impact EUOS - keep these questions in mind Governance Model: Fully representational vs. representative governance is being discussed. Expect more finalized model next month
2	RLF Records	Next steps on handling RLF records	20 min	All	Jess & Josephine met with RLF Supergroup on 4/12. Discussions finalized to create draft decision page combining RMFG and Fulfillment decision pages: (Go-live) RLF Bibliographic, holdings, and item records in campus IZs This model is paying per bib record. We want to minimize phantom bibs. More questions about analytics need to be answered. Perhaps in a process after go-live. Q: Decision to suppress local holding: what problem are they trying to address? A: Enduser or fulfillment issue. They don’t want folks to find local records for NRLF materials and not see a way to access them. They will not see the request for interlibrary loan link. Special collections materials are different because their request process is different (AEON request is being looked at and how they look for local RLF records as long as the terms of use are correct) Liz and Heather discussed analyzing serial records. Discovery FG’s feedback to Suppressing local holdings for RLF records (Heather and Sharon’s doc)	It is not in UC DFG’s hands to solve the analytics/RLF issue. Share Discovery FG’s feedback to Suppressing local holdings for RLF records as a rough draft with the hope of obtaining clear questions	Get more information on the terms of use for special collections materials being request via AEON @Ellen Augustiniak share questions about the suppressing local holdings to @Josephine Tan (Unlicensed) so she can share them with other groups
3	UC-eLinks	Vote on decision	20 min	All	Mock ups from Graphic Designer Vote on new name Irvine feedback via google form: https://docs.google.com/forms/d/1W58ZXAKybOhzJEocrYXSUndscFwYtglInKk4U0yncg0/edit#responses Chizu Get it at UC Libraries . Jared blue / gold have the word libraries Heather Get it from UC Libraries or Get if at UC. Logo fine with top or near search box Michael liked Get it. Didn’t care @ or at. Liked the word libraries. Liked blue and gold. Lisa (adding Berkeley comments post-meeting) - can accept Get it at UC. There is concern about the lack of contrast between the yellow/gold in the all gold proposal, it looks “off”. Sara personal likes all gold or all gold with wordmark in blue. conten . Yellow and Gold - colors make you thing too much to differentiate. Jess - preferred gold. liked Get it. no strong feeling UC or UC libraries. Elizabeth - yellow continuity. Find it at UC. Liked the symbol. Liked Get it from UC Libraries. Sharon Liked Get it. Didn’t care @ or at. Fight over including the word libraries vs it made it too long. Liked blue and gold Ellen -sent form. no pictures. Nobody cared about libraries. Get it or find it are both acceptable. Like @ sign. Get it at UC. Use the word at instead of symbol. liked gold color. flag was extra branding. Not in Caps. Josephine comments:Positive, Color familiar, Branding included, Slightly different shape and size	‘Get it at UC’ is winning	@Josephine Tan (Unlicensed) Ask graphic designer produce ‘Get it at UC’ All shades of yellow and gold More distinction between ‘Get it at’ and ‘UC’ Option D in Gold column Gold Block column- perhaps use the tails on the tag Bridge to EOUS team by giving them round two of the options for decision
4	CDI	Discuss EasyActive vs. Fully Flexible	25 min	All	The PM’s have created a draft decision page for (Go Live) CDI: Use FullyFlexible or EasyActive activation model. Final decision will be made by PPC. PSELG has offered their help for anything related to CDI and patron services experience. PPC has asked DFG to articulate our end user concerns: Discovery’s Concerns re: CDI document Basecamp ticket - How to make CDI collections in test not searchable. A: You can not in the EZ active model make a collection not searchable. You can hide them via dropdown box. Background information about the scope of content being searched would be helpful to share with public services staff. We need detailed functionality testing and documentation Small campus. Turning things on is easier than turning things off. However, There is no turning things off. Jess’s functionality testing to compare search log results comparing fullyflexible and EasyActive results ranking is very useful		@Josephine Tan (Unlicensed) When does PPC and public services escalation group want the document articulating our end user concerns. Friday is PPC. @Jess Waggoner Consider adding some background information about the scope of collections being searched (and perhaps point out your your data/experimentation?) @Ellen Augustiniak examine Irvine Primo search logs to estimate how often known-item searches are implemented
5	Check Ins	Discuss updates/problems/testing	15 min	All	Opportunity to check in on local implementation: WorldCat Boosting Other
6	Next Meeting	Prep for next meeting
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. 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