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

Item

Desired Outcome

Time

Who

Notes

Decisions

Actions

1

New items on Discovery Confluence and Google Drive

What’s new that’s been added this past week

5 min

Josephine

 

 

2

Updates from other SILS groups

Share relevant items

5 min

Josephine

Sarah

  • Josephine checked in with the chair of Fulfillment (Liz Rodriguez, UCLA). They are postponing their (Vanguard) Decide how to integrate an ILL broker with Alma decision that was scheduled for last week. Her co-chair is bringing in more information from Ex-libris that could change their initial preference (option 1 on their decision page.) They don’t need anything from us at the moment.

  • Josephine checked in with PPC - Caitlyn Nelson said our Network Scope and Consortia Union View decision should be done by mid-Oct

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)

 

 

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?

  • UCI- design services team decided

  • UCD- web group/interface group already had this setup

  • UCR- Library catalog, went with more generic, logo in line w/ campus branding

  • UCSB-campus identity kit, but were also “just told'

  • UCSC-Library search, generic, differentiate from CruzCat- Library Catalog most commonly used terminology, used color palette/style guide

Literature Review for best practices: Heather, Elizabeth, Michael

  • not a lot of research addressing the process of deciding upon names/branding

  • primarily articles

  • research reflected the conversations that we’ve been having

  • consortium probably the most useful; some of the single campus case students may have some take-aways

Accessibility/SEO: Sarah, Sharon, Jared

Accessibility:

  • very little that we do have control over but ExLibris has done a good job

  • Recommendations toward the bottom of this document

SEO:

  • Ability to configure/optimize sitemaps

    • Note best practices

  • See Ex Libris release notes in doc.

  • When doing sitemaps- emphasize unique materials

  • Can configure profiles- search profile, publication profile

  • Determine guidelines/recommendations for schema.org

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

 

All

 

 

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

 

 

 

 

 

The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!

Question? Contact AskSILS-L@ucop.edu