2021-04-27 Meeting notes

Date

Apr 27, 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	Updates from other SILS groups	Share relevant items	10 min	Josephine Sarah	PPC: updated Discovery’s MVP on PPC’s MVP sheet ExL’s May 6th mtg will cover details re: cutover. Using a randomizer tool, UCR was selected at the last IC meeting as the Primo VE instance to use for the Primo VE workshop week of May 17 June 15th: Technical Services Freeze - stop updating Millennium Alma Configuration Freeze - not allowed to make configuration changes in Alma until production environment is delivered just before go-live Millennium data is migrated a final time and moved to the Alma cloud (Alma configuration settings made during Test Load are retained) June 18th: Cutover deliverables (migration forms etc.) due to Ex Libris From the Shared Governance Task Force: "Charges for the new phase groups are now being written since the structure and basic outline for each group have been vetted and approved."	Members should review the PPC MVP Document for updates; the list was shortened to reflect what is still left to do at go live and shortly thereafter. Link to the current PPC MVP sheet is linked on DFG homepage.	Shared sheet as a “shortcut” look under “file” (@Josephine Tan (Unlicensed) )
2	Branding	Discuss updated decision page	15 min	All	Updated Decision Page - https://uc-sils.atlassian.net/l/c/HLaXqe1a	Next Steps: Send this out to EUOS and Communications group for feedback RACI: A = DFG Confirm font and HEX codes for wordmark.
3	Boosting	Discuss boosting methodologies	15 min	All	Draft Decision Page - https://uc-sils.atlassian.net/l/c/mRpHQaW0 Search and Ranking in CDI - ExLibris Dedup settings at each campus	Specify # of search terms to ensure a similar search test cases for satisficing undergraduate students to surface consortial materials; Ten (10) Campuses should factor-in their unique campus collections Consider using search terms from current search logs Need to balance for MVP vs long-term refinement Number of results to display is ten (10); should this remain for MVP?; revisit after Go Live to increase Adjustments for Already-Alma and new to Alma campuses to determine Article and Book Chapter boosting factors; see Recommendations RACI: A = DFG C = check-in with AEFG RMFG?	RACI: @Josephine Tan (Unlicensed) will take to PPC to see if there is any other groups
4	Reviewing Primo VE Training Workshop Questions pre-May 17th	Determine how to help out Internal Training Subgroup (ITS)	15 min	All	ITS would like us to look over the pre-workshop week questions that will have come in from the attendees.	Our group will review the questions on May 7th and have any comments to send to ITS by May 12th. The workshop begins on May 17th.	Submit to spreadsheet questions; ensure questions are in the appropriate workshop topic
5	PrimoVE First Look webinar	Discuss timeline and approach to leading such a webinar	20 min	All	Internal Training Subgroup inviting Discovery FG to lead a webinar for UC Wide Public Service Primo Training - First Look: UC Library Search. ITS would like to know when would be the best date for this webinar. Many campuses and EUOS co-chairs would like the earlier-the-better date to help them prepare for and understand the new changes to expect with UC Library Search. We’ll have a clearer preferred date to suggest to ITS after ExL’s May 6th mtg re: cutover details Is there a difference between systemwide vs local internal training? Is DFG the proper group for the webinar? Experiences of Already-Alma/Primo campuses prior to Go Live. It would be beneficial if electronic resources staff can provide information and participation of how and why electronic links work during training sessions and webinars since they are the ones with the deep knowledge of “where does that link come from?”	Share any presentations that any of us has already given to our local campuses as a first look either now and/or when already-Alma campuses gave similar staff first look as they were debuting their new system. Place any such materials in the Training folder on our Google Drive	@Josephine Tan (Unlicensed) bring back to ITS a consideration for local training rather than a systemwide webinar
6	WorldCat	Look at decision pages to determine next steps	25 min	All	https://uc-sils.atlassian.net/l/c/rZ0sgQ1b	Defer discussion to next meeting to dedicate more time for a richer conversation.
7	Check Ins	Discuss updates/problems/testing	30 min	All
8	Next Meeting	Prep for next meeting
9	Parking Lot/Q&A	Save these issues for future discussion & comments			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. 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)	Ebook ILL lending: problematic with Melvyl; keep in mind to test in Test phase