2021-05-04 Meeting notes

Date

May 4, 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
Heather Smedberg, UC San Diego [Today’s Notetaker]
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 Jess Sarah	PPC: none of the other FG’s think that their group needs to be the C(onsulted) in our RACI for the Boosting Factors decision page ITS: co-chairs of Discovery, EUOS, and ITS meets this Wed to discuss possible Primo VE First Look session (statewide vs. local) FRBR - RMFG would like Discovery to author the decision page; RMFG will write the rules based on our recommendation; FRBR Best practices feedback from RMFG Notes/open questions: It’s unclear how to implement suppression rules in a network environment (and whether this needs to be harmonized as a result). At least one Already-alma campus reporting that suppression rules are not working in test when comparing to their production, so they are turning off FRBR. There’s a Salesforce ticket open on this issue. No known timeline yet on when we will have resolution to these questions, but we will continue work on decision page/s as best we can without these answers.		@Jess Waggoner Jess will nudge ExLibris to answer an open question re: FRBR Suppression rules in IZ/NZ
2	Renaming UC-eLinks	Discuss decision page	25 min	All	https://uc-sils.atlassian.net/l/c/BiK9mR61 Add dependencies to recognize local staff need time to add to tier 3/local databases and to ensure CDL and local staff time to test. Citation Linker tool currently links to SFX tool - if campuses still have this active on a website, or via lib guides, or bookmarked, people may find their way to the current tool post-go live for a little while.		@Jess Waggoner ? Add Fulfillment as a consultant group. And add 2 additional dependencies discussed today
3	Basic WorldCat Discovery vs. Worldcat.org	Look at decision pages to determine next steps	25 min	All	https://uc-sils.atlassian.net/l/c/BmDvoQSm Look at Questions section https://uc-sils.atlassian.net/l/c/rZ0sgQ1b If you add v2 in your url - this is more accurate representation of how it will work (e.g. fewer clicks). Instructions are on this doc. Irvine used the available coding (stored in our Discovery Drive space ) to implement the button. Local feedback: Most people who use Melvyl to make requests appreciate WCB familiarity. Some already Alma campuses have concerns about additional clicking required. This was somewhat mitigated in the WCB v2approach. Some concern about pushing people into WCB, and that they will see something that does allow for a different discovery environment (and for some, a familiar one), and they won’t realize the difference between the Primo they left and the WCB they are now in, but in fact it IS a different experience, and they will be missing out on rich collections they’ll have access to in Primo. Related concern that if people accidentally find this through a google search, etc., they will be in an information gap situation, not even realizing they are not in the primary discovery environment, and are missing out on access to full range of collections. Ideally, the WorldCat scope would allow for some level of limiting/faceting so one doesn’t have to leave the Primo environment, and disappointed this is not so. Counterpoint (perhaps): WorldCat Users most often looking for known item and a hope is, many will be satisfied by the WorldCat scope w/out needing to link out. Those that do want to link out more likely to be advanced users who will recognize the link to WorldCat and understand the difference in environments. Some concern that if we decide to harmonize, it might be difficult to make a change down the road in 6 mos if we realize new issues, or if some of the above assumptions turn out to be off. A decision to not strictly harmonize may be better. Big concern: in WCB when you click on Get it At UC, you are brought back to a PrimoVE page, and currently the menu bar is not available and results in a dead end for users. Investigate improving this experience.		@Heather Smedberg (Unlicensed) HS will update doc w/local links to include both versions. @Jess Waggoner Jess will talk with developer about ease of adding menu bar into the noted “dead end” page. all: continue to gather feedback from local groups.
4	Managing local fields for display, search, facet	Get ready for drafting decision page	20 min	All		Move this discussion to next week for lack of time.
5	CDI	Re-framing the question of Easy Active vs. Fully Flexible	10 min	All	Stemming from PPC mtg discussion on 4/30/21: “We may not have a real choice here, but we do need to understand the UX fallout for going with EA or ways to manage it so that UX is smooth. Do we even have a choice? Get this question answered.” If truly SILS is going with EasyActive - how best will each campus develop their workflow and how does Discovery fit in to this recommendation Local campus and DiscoveryFG responses: At one campus, the person who activated all the collections in fully flexible: is extremely time consuming and requires specialized knowledge of the collections: if we go from FF->EA will be much less time consuming/easier. Provide better results because there is so much that’s available. Our follow up recommendation will likely be a set of recommendations/rationales to help inform local campus about the implications of deciding whether to Limit By Availability, or not.
6	Check Ins	Discuss updates/problems/testing		All	Berkeley Fulfillment had asked other groups about harmonizing language around request and fulfillment, and has not had responses.		all: please do a local check in with our fulfillment teams about this.
7	Next Meeting	Prep for next meeting
8	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