2020-08-04 Meeting notes
Date
Aug 4, 2020, 10am-11:30am
Attendees
Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Sharon Shafer, UC Los Angeles
Elizabeth Salmon, UC Merced [Today’s Notetaker]
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
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 items on Discovery Confluence and Google Drive | What’s new that’s been added this past week | 5 min | Josephine |
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2 | Updates from other SILS groups | Share relevant items | 5 min | Josephine Sarah |
| Waiting to hear back from Fulfillment- will contact when they need us to consult | Mid-Oct Network Scope and Consortia Union View decision |
3 | Primo VE Training Schedule and Tasks | Discuss the Primo VE training and tasks calendar | 10 min | Josephine | Link to ExL’s Primo VE training and tasks list from in Basecamp Double-click thumbnail below to see in view details: Aug 21 - need to fill out configuration forms for Primo VE-related tabs [Vanguard campuses only] | Who is filling in the tab for the Vanguard campuses? Sharon- UCLA Lisa- UCB Heather-UCSD, Heather can be contact Josephine - UCSF | Aug 21 - need to fill out configuration forms for Primo VE-related tabs [Vanguard campuses only] Continue training sessions- follow Vanguard campus dates Sept 23 - submit questions for Ex Libris |
4 | Discovery Work Flow planning | Discuss and fill out our Draft Work Flow Plan | 30 min | All | Outlines decisions we will be making at some points; may rely on other groups reaching out for us to consult Reshuffle prioritization? [Ellen] being aware of what e-resources are doing to avoid user confusion and frustration
| Add: functional testing, system performance (load test), Aeon, document delivery & NLRF/SLRF, compare this with go-live checklist Move up FRBR & Dedup Recommendations Indicate what decisions are made at what level (IZ, consortial) | Jess: add items; re-sequence items Jess: checking in about existing Alma patron data (i.e. favorites)
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5 | Subcommittees' Reports for Primo VE Branding | Share and discuss each subcommittee’s report | 40 min | All | Environmental Scan: Ellen, Lisa, Chizu Looked at 4 consortia, 5 UC Alma campuses (20 sites total) All branded w/ own logo except CSU-OneSearch Search showed up in all names- 7 campuses used Library Search Discovery, Discover also used Some distinct names, one offs Left facets (17) more common than right (3) Campuses <20K students more likely to default to everything Who made the decision about branding for current Alma campuses?
Literature Review for best practices: Heather, Elizabeth, Michael
Accessibility/SEO: Sarah, Sharon, Jared Accessibility:
SEO:
Who creates the sitemap for each campus? SS- systems department, obtained sitemap index. | Next steps: Gather feedback to inform recommendations- use checklist? Provide documentation/data to support recommendations Strive for consistency- do not want to duplicate work or consistency may be required (ILL lending); be aware of cases where deviation may be need to meet a unique need of the UCs or specific campus Bring recommendations to local implementation teams for feedback | All: Review subcommittee Reports for Primo VE Branding |
6 | Homework | Prepares team for next meeting |
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| All: Look at ExL’s Primo VE Customization Best Practices All: Continue with self-paced Primo VE training All: Continue with self-paced Alma Essentials All: Review subcommittee Reports for Primo VE Branding |
7 | Parking Lot/Q&A | Save these issues for future discussion & comments |
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The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
Question? Contact AskSILS-L@ucop.edu