2020-08-18 Meeting notes

Date

Aug 18, 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
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 [Today’s Notetaker]
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	Updates from other SILS groups	Share relevant items	10 min	Josephine Sarah	Group check-in with keeping in mind that school has started beginning this week for many of us who have school age kids and how that may effect your work schedules related to SILS Yes - Our Google Drive items can be shared as View Only with others interested to see but not comment on an item from our Google Drive. Digital Collections FG Chair(Claudia Horning, UCLA) - heads up that we’ll be working their group as we are in VG testing. CDL is planning to ingest at least one digital collection from each Vanguard campus into Primo VE, and you can see that list of collections here PPC has a Testing Worksheet for PPC that we will fill out as the VGs test functionality
2	Primo VE Training Schedule and Tasks	Discuss the Primo VE training and tasks calendar	10 min	Josephine	See detailed timeline and tasks on our Discovery Confluence Training page Get trainings done by: Sept 9th: CDI related Sept 23rd: Config, FRBR, et al ExL hosting an online Alma training workshop for VG campuses: Oct 5th-9th Josephine has sent a place-maker invite to Discovery group members for the 9/14 & 9/28 ExL Q&A Primo VE training mtgs, Mondays 1pm-2pm
3	Functionality Testing Checklists	Check and confirm what checklists the Vanguard campuses will use for functionality testing	20 min	All	Refer to existing checklists: ExL Go Live Readiness Checklist Jess’s Functionality Checklist (in our Google Drive) - we added additional items to the base checklist from ExL Needs to be completed by Aug. 28th for PPC review Refer to PPC’s Testing Worksheet for PPC	Functionality Checklist to be finalized at the next meeting.	All members should continue adding items to the Functionality Checklist
4	Primo VE Branding	Refine our current branding decision page	50 min	All	Primo VE Branding Decision Page Draft document to edit (in Google Drive > Branding folder) Reference: Subcommittee Reports for Primo VE Branding	Be prepared to share this at the All SILS Town Hall (8/18/20)
5	Homework	Prepares team for next meeting		All	Continue with Alma Essentials training All members should continue adding items to the Functionality Checklist		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
6	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 Ebook ILL lending as it relates to discovery and limiting to availability.