2020-07-14 Meeting notes

Date

Jul 14, 2020, 10am-11:30am

Attendees

Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine [Today’s Notetaker]
Sharon Shafer, UCLA
Elizabeth Salmon, UC Merced
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

Lisa Ngo, UC Berkeley

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	Vacation/Out update	Let team know when you plan to take vacation time	5 min	Josephine	Fill out the Vacations/Out document in our Google Drive if you plan to take time off.	Josephine will be on vacation and will miss the 7/28 & 8/11 mtgs	n/a
2	New items on Discovery Confluence	What’s new that’s been added this past week	5 min	Josephine	Sarah’s MELVYL stats [Discussions page] Ellen’s branding environmental scan [Peer Resources page]		n/a
3	Primo VE Training update	ExL has a timeline for Primo VE Training	5 min	Josephine	ExL has scheduled Primo VE training dates spanning 7/31 - 9/23. More details as they become available.		Keep in mind: Sep 9 training date and look out for a Monday Q&A. (Alma trainings have Wed training > following Monday Q&A)
4	Updates from other SILS groups	Share relevant items	15 min	Josephine Sarah	From @Sarah Houghton : CDL working on group negotiation with Innovative on $ for the overlap period. Note: missing 2 (of 10) positions at CDL, so development on e.g. Request System is affected. From Policy & Practice Coordinators (PPC): Heads up from Fulfillment FG that we will be consulted for their upcoming Decision of: (Vanguard) Decide how to integrate an ILL broker with Alma Keep in mind to get feedback relating to discovery as needed from your local Special Collections member of your implementation team Discussion: how are we going to handle links (to ILL something, to request from Special Collections, etc.) when Primo has some limits on its default display for links.	Slack dialogue [edited] with Fulfillment FG Chair (Liz Rodriguez) on 7/13: Our decision date is July 30th. We just wanted to keep you aware of the two things we're considering, since it could affect discovery group. It's highly likely that we will decide on option 1 for Vanguard. It's the configuration that CDL already submitted for the third party forms, but since those forms aren't due till next month, our group is reviewing both options to make sure we're OK with that for Vanguard. option 1, the request system is retired: might impact the Elsevier requests/reprints desk and HathiTrust links. We might need some customization to make the links appear for users. we don't yet know if Elsevier links will be impacted, UC Davis has linked HathiTrust full-text links with Primo, so if the HathiTrust links are impacted, we may just be able to use the same customization that UC Davis has implemented (adapted https://github.com/UMNLibraries/primo-explore-hathitrust-availability ) Option 2 keeps the request interface CDL likely will need to do a lot of custom coding work… and it's likely that it will be too quick a turnaround time for them to do that for Vanguard. If we're able to get option 1 to work for us with slight configurations for the Elsevier and Hathi links, patrons will be able to more directly request the materials in Primo.”	All: check in with your campus Special Collections person
5	MELVYL data gathering	Review the Google sheet for MELVYL Current Usage Data & URL Referrals data (from CDL)	15 min	Josephine	Differences among campus Merced uses Melvyl as the catalog, so they have 33k link UCSF has very view compared to e.g. clicks out to PubMed		All: Fill out the MELVYL Current Usage Data sheet by Aug 4, 2020
6	Subcommittees for Primo VE Branding	Discuss branding to work towards completing Decision Page for Primo VE Branding	45 min	All	Environmental Scan: Ellen, Lisa, Chizu Literature Review for best practices: Heather, Elizabeth, Michael Accessibility/SEO: Sarah, Sharon, Jared (SEO added to group’s charge) @Sarah Houghton note: ExLib has done lots of work on accessibility Jess & Josephine available for guidance and feedback NOTES from last mtg: One name for Primo Across all Campuses? (See CSU) Search Engine Optimization? How will users find from a Google Search. Local data sources to help with these decisions? Documentation from local branding decisions. Facets (right or left)? Flexibility of Campus branding?		All: Report back findings to the group on Aug 4, 2020
7	Homework	Prepares team for next meeting		All			All: Look at ExL’s Primo VE Customization Best Practices All: Gather feedback from your local implementation group for the Discovery Network Scope and Consortia Union View Summary for mtg on Jul 21, 2020 All: Continue with self-paced Primo VE training
8	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Determine plan for MELVYL and Related SILS Services ExL Go Live Ready Checklist