2021-06-15 Meeting notes

Date

Jun 15, 2021, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine [Today’s Notetaker]
Elizabeth Salmon, UC Merced
Sharon Shafer, UC Los Angeles
Michael Yonezawa, UC Riverside
Heather Smedberg, UC San Diego
Josephine Tan, UC San Francisco (co-chair)
Jess Waggoner, UC Santa Cruz (co-chair) [Today’s Timekeeper]
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	Basic WorldCat Discovery Discussion with Alison Ray	Better understand what’s needed to complete the BWCD decision page	30 min		(Go Live) Basic WorldCat Discovery Configuration Discussion notes https://docs.google.com/document/d/1jKQE6gm5UUd9-NK_LYAdnU3uL_518lyW4S8jAC43J-U/edit?usp=sharing Could we use the WorldCat logo next to campus name in the upper left of BWCD homepage? Would need to provide an image for each campus (needs to be a single image file). OCLC policy is that WorldCat record links need to work universally, i.e. not “subscriptionized links” Get it at UC link will not appear on brief results - unlike when we were discussing and evaluating at different campuses and within Disco FG earlier in the year. June 27 is when links to Primo (Get it at UC) in WorldCat basic will change to point to Primos vs. CDL’s link resolver that we think of as UC eLinks. Full records will show list of holding libraries - failure to show in test env. is just a glitch in OCLC’s “modernized” instance Link to continue using in Primo or in campus websites or LibGuides: [campus initials].on.worldcat.org Colors in WC do differ from current standards LHR data as its currently displayed is changing b/c of UI. New LHR option can’t be limited to serials - it’ll be for all content types. But WC local is not a backup or an alternative to Primo, so we’re more concerned about availability for other campuses	See (Go Live) Basic WorldCat Discovery Configuration Logo area idea - [Campus] Library WorldCat. (After review of http://Uwashington.on.worldcat.org ) We like “Library” in there to make explicit Library’s role Resources Links in the footer - let’s harmonize b/c it’ll be lower maintenance and simplify life. Color scheme re-alignment to current UC-ok’d colors is great - thumbs up from Disco FG. uc.on.worldcat.org will be replacement url for melvyl.on.worldcat.org All campuses will use “realigned” color scheme - nothing customized to differentiate them. New timeline = ok.	@Alison Ray (CDL) will email OCLC about using the rainbow swirl Disco FG will come up with list for Alison. @Alison Ray (CDL) will handle realigned colors e.g. “old” yellow turns into a slightly different gold @Alison Ray (CDL) will try to get a couple screen shots from production + mock up for how it might look in modernized WC
2	Updates from other SILS groups	Share relevant items	10 min	Josephine Sarah	PPC: Our decision page approved: https://uc-sils.atlassian.net/l/c/HujzDguW SILS WG: A large contingent from the SILS cohort met with Ex Libris technical staff regarding the slowness we are observing in both Primo VE and Alma, and noting that it is not in compliance with our SLA. Ex Libris staff attempted to reassure us that at go live speeds will increase. However, the Working Group is creating monitoring and escalation plans in case this does not happen as promised. Also, the Working Group formed a small group to work on risk assessment tasks for go-live delay, including a communication plan and flowchart with scenarios that all campuses/CDL and CoUL agree to. Other groups' approved decisions: AEFG: (Go-Live) E-Resources Troubleshooting: Best Practices for Reporting Broken Links in CDL/SCP Records, etc. (MVP 008) AEFG:(Go-Live) Configuration of E-Resources/Discovery Settings in Alma (AEFG MVP 014) RMFG: (Go-live and beyond) WorldCat Daily Updates RMFG: Go-live and beyond) Best practices for holdings and item records RMFG: (Go-live and beyond) Setting holdings in OCLC at the campus level RMFG: (Go-live) Starter set of UC-wide normalization, merge, and indication rules ICs/CDL NZ Admins: (Test Load + 3 months) Managing work in the Alma NZ instance
3	Campus Select Configurations Sheet	Reminder to complete	10 min	Josephine	https://docs.google.com/spreadsheets/d/1d5VMs3tBOi2IIfAXjHRmkEwZUG8iQxf536iQM2II8nc/edit?usp=sharing
4	Check Ins	Discuss updates/problems/testing	40 min	All			@Jared Campbell will spend a few minutes - not long - looking at possible custom profile for peer-reviewed articles
5	Next Meeting	Prep for next meeting
6	Parking Lot/Q&A	Save these issues for future discussion & comments			Libguides Testing plan Ebook ILL lending as it relates to discovery and limiting to availability. Questions/comments: