2020-09-15 Meeting notes

Date

Sep 15, 2020, 10am-11:30am

Attendees

  • Lisa Ngo, UC Berkeley

  • Jared Campbell, UC Davis

  • Ellen Augustiniak, UC Irvine [Today’s Notetaker]

  • 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

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

Can work with Pros/Cons Decision page template (provided by Lena Zentall) to help draft Primo VE for the NZ Decision page

All: review Decisions - esp. Rollup for other FG decision pages tagged w/ Discovery



2

Updates from other SILS groups

Share relevant items

15 min

Josephine

Sarah

 

Moderately useful to review recording if you can do it at higher speed.

Audience was more Primo configuration folks, so it did not feel like a “First Look” for public services

All: Consider listening when recording is available.

@Ellen Augustiniak update notes with link by Sep 25, 2020
3

Testing Worksheet for PPC

Review updates

15 min

All

Testing Worksheet for PPC - added additional column headings on the “Discovery” tab

Make a copy (of Discovery tab/sheet) for each VG campus and then integrate results in the original Testing Worksheet

Consider using same sheet (tidier data practice). Enables e.g. easier high-level overviews using pivot tables. Provide “Filter Views.” https://support.google.com/docs/answer/3540681?co=GENIE.Platform%3DDesktop&hl=en

@Jess Waggoner and @Ellen Augustiniak make Discovery Worksheet usable for multiple campus discovery groups Sep 18, 2020
4

Vanguard Training Buddies

Discuss how to use the VG buddy system for functional testing

15 min

All

Most Vanguard campuses are not reviewing yet because they’re waiting for Primo VE.

@Sarah Houghton will be looking at testing everything in Vanguard, and will provide guidance on how Discovery FG needs to support, largely depending on decision (All Phases) Primo VE for NZ (Consortia Union View)

Non-Vanguard partner acts as consultant.

Weekly meetings or other regular period starting in Oct could work well

n/a

5

Primo VE for the NZ Decision Page

Discuss and draft Decision Page as needed

15 min

All

Take a look at Primo VE for the NZ Decision page

 

 

 

6

Homework

Prepares team for next meeting

 

All

 

All: Check with your VG buddy to set aside time in Oct on your calendars for VG testing
All: Continue with self-paced Primo VE training
All: Continue with self-paced Alma Essentials
7

Parking Lot/Q&A

Save these issues for future discussion & comments

 

 

 

@Ellen Augustiniak demo updated PPC Testing Worksheet with @Jess Waggoner at next mtg on Sep 22, 2020

 

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

Question? Contact AskSILS-L@ucop.edu