2020-06-16 Meeting notes
Date
Jun 16, 2020, 10am-11:30am
Attendees
Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Sharon Shafer, UCLA
Elizabeth Salmon, UC Merced
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 | |
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1 | New additions to our Confluence site | Describe new items added since last meeting | 10 min | Josephine | Reported problems with access to Primo VE Discovery Sandbox. some people cannot see end-user view when logging in. Others have no access to Discovery configuration. Some folks have had success Logging in to both Member 1 and Member 2 training sandbox using Discovery Administrator account (from list in google drive): does give you access to discovery configuration options. Top level page now includes link to SILS Implementation Timeline and Milestones. |
| All: Test sandbox access and explore sandboxes. |
2 | Updates from other SILS groups | Share relevant items | 10 min | Josephine Sarah | By August 1 we should have our recommendations for Discovery configuration set, for vanguard stage. Sarah: One of 3 project managers will be on leave. Lena will be taking on double duty. They have a plan in place, but if we see things falling through the cracks, do let Sarah know. |
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3 | Union catalog discussion | Decide how we would like discovery to search and display | 40 min | All | From email with Sarah (5/4/20): In the Public Services Escalation Leaders SILS group today, we tried to have a discussion about a sample issue we thought may get forwarded to us. In the course of that discussion, it was clear to me that there is not consensus about what a union catalog is…what we’re trying to do with the network zone of the SILS. And I think that discussion is probably best had by the Discovery group at some point. Are we truly using this as a union catalog—to display all items, physical and digital, that the end user could get a hold of some way? Or are we only showing them content they can get access to instantly? Or only UC Libraries’ holdings? What about open access content? (The discussion is more nuanced than that but you get the gist). Could we add this to a future Discovery group agenda? I’d like us to talk this through and see if we can come to an agreement on a definition. I think that will help with our group’s discussion, and those of other groups, about what’s being included in the catalog and why. From Slack with Christine Barone (6/12): Whether Primo should default to each local campus catalog vs. the union catalog? From Slack with Xiaoli Li & Caitlyn Nelson of PPC (6/15): Since during the Vanguard phase, we will have a union Primo and campus Primo, I think it would be useful for your group to develop some test scenarios. For example, what can be done at union level but not at campus level and vice versa. What kind of hypotheses do you want to put out and how do you want to test them? I think something like creating scenarios for a union primo versus an institution primo would be really useful. From Liz Miraglia (UCSD) (6/16) - Resource Management FG chair: I know your group is talking more and more about what exactly the NZ Primo is going to look like and what our Union Catalog might be and that ExLibris also recommends reserving a certain number of fields for consortial use. My group has had that in mind as we start moving 9XX data around but with the old deadlines we honestly didn’t think we’d have time to address that since it’s been difficult to even figure out where campuses could put their data that would just keep it safe, let alone provide shared searching. Now that we have some more time, I would love to get input on what your group might want to see in a shared view. If there are any facets or aspects of records that your group thinks would be useful to test out in the NZ Primo Notes from Discussion:
| This group should come up with a recommendation on the topic of our discussions today, with use cases of when people have found it useful, or not.
| All: Review these meeting notes. Add more campus details here, or send them to Josephine. All: Look at Jess’s list of Primo Decisions, and crowdsource this list. Those already on Alma+Primo: share 2 things: 1. test cases or user studies that can inform decisions about display in network zone or local zone. 2. Recommendations for types of records to include in vanguard migration for testing in vanguard phase. All: Go to our local implementation teams, local discovery support teams for input on this set of issues. @Jess Waggoner : Document what other Primo consortia have done for consortia or NZ or local + NZ displays (views or scopes or whatever)
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4 | Homework | Prepares team for next meeting |
| All | All: Review these notes and add more campus details either here, or send to Josephine. All: Look at Jess’s list of Primo Decisions, and crowdsource this list. For those who have already brought in Alma Primo: share any test cases or user studies you’ve done that would inform what would be good to display in network zone/local zone. also, please share recommendations of which types of records we should be sure to have included in vanguard migration for testing in vanguard phase. All: Go to our local implementation teams, local discovery support teams for input on this set of issues. Jess: Will pull together some visuals to help us see what other Primo consortia have done in terms of showing where consortia view is shown, or where local view + nz as scope. All: Find out who needs Primo VE certification at on your campus. All: Keep working through trainings. | Recording of last 30 minutes of this mtg |
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5 | Parking Lot/Q&A | Save these issues for future discussion & comments |
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