2020-09-08 Meeting notes

Date

Sep 8, 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
Chizu Morihara, UC Santa Barbara [Today’s Notetaker]

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 our Confluence page	Describe what the new items are for	10 min	Josephine	New Functionality Testing page in left menu. ExLibris was unable to deliver Vanguard environments (except UCSD and UCSF) on time. Exlibris hopes to deliver to everyone else today. Therefore, users access to these environments will not be available until Monday, 9/21. Initial Set up: home page (UCSC)
2	Updates from other SILS groups	Share relevant items	10 min	Josephine Sarah	Attend ExL’s Intro to Primo VE & CDI Mtg on Monday 9/14 @ 1pm Attend ExL’s Primo VE Hand Off/ First Look Mtg on Thursday 9/17 @ 10am Look at SILS Project Timeline		All: watch videos (Intro to Primo VE & CDI)
3	Primo VE Training		10 min	Josephine	Primo VE training - view Intro to Primo VE & CDI related trainings
4	Testing Worksheet for PPC	Prioritize functionality testing items	30 min	All	Testing Worksheet for PPC Items listed on the Discovery tab are a compilation of items from ExL’s Go Live readiness checklist and items generated by Discovery FG Items on the Discovery NZ of Primo VE is not populated yet		VG campuses: Assign responsible party for completing the testing worksheet
5	Primo VE for the NZ Decision Page	Discuss and draft Decision Page as needed	30	All	PPC has requested Discovery FG to prioritize this as the first Decision Page we should complete Related: Consortia Union View decision page (draft) Vanguard is the opportunity to see IF we need the Consortia Union View and propose why/why not with documentation and reasoning. FEEDBACK to Discovery Network Scope and Consortia Union View Summary Reference: Discovery FG’s Charge SILS’s Harmonization Principles	Wait on the decision for Consortia Union View until after the Vanguard. Can work with Pros/Cons Decision page template provided by Lena Zentall	@Josephine Tan (Unlicensed) ask re: consortia union view and turning it on/off for Vanguard.
6	Homework	Prepares team for next meeting		All			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: think about how to workout Vanguard “buddy” system.
7	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Determine plan for MELVYL and Related SILS Services Ebook ILL lending as it relates to discovery and limiting to availability.