2020-09-22 Meeting notes

Date

Sep 22, 2020, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Sharon Shafer, UC Los Angeles [Today’s Notetaker]
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	Links to Vanguards' Primo VE on Functionality Testing page. UCB Vanguard Primo VE to come. Google sheet with all recordings of ExL Mtgs at top of our Training page
2	Updates from other SILS groups	Share relevant items	15 min	Josephine Sarah	End User Outreach Subgroup (EUOS) working on their Branding Decision Page that will include their group making the UC-eLinks decision Liz Miraglia, chair of Resource Management FG (RMFG) needs our feedback on their decision pages that involve discovery. See table at the bottom of this page for more details. Attend ExL Primo VE Q&A on Monday 9/28 @ 1pm Jess and I will be attending Archives & Special Collections Escalation Leaders group mtg this Thursday, invited by Danelle Moon (chair), who is also a PPC member. Will be there to answer their question of: “What is the status of discovery priorities and specifically address the third party testing? " 856, SFX, and Portfolio display at the item level was discussed. Portfolios can accommodate very detailed information. Some concern about 856 display at the bottom of the record for DAMs record. Discussion about other ways to link DAMs objects - make them Portfolios, 856 display next to Portfolio area Q: For NZ primo why links only show at the bottom? A: There was no portfolio created in that case.	RMFG needs Discovery to help with testing: (both IZ and NZ. Prioritize IZ) Are there any fields/facets that are not showing up in Primo that should? Are there any impacts on Primo due to campuses migrating their data differently that are critical to resolve before test load? With specific regard to the 856 question: how do the local links interact with/interfere with the links from SFX links? Our display goal = Have clean Portfolio displays based on accurate data with prominent location to benefit endusers.	All: Take these 3 questions to your group and test. Bring back results Sep 29, 2020 @Josephine Tan (Unlicensed) create folder for each Vanguard to place feedback/ screenshots etc. about the three questions @Jared Campbell find examples of using 856 link that displays near Portfolio in Primo VE item record. E.g. finding aids info. @Josephine Tan (Unlicensed) consult on DFG in RACI for the decision page “Local ….856 “ @Sharon Shafer (Unlicensed) share with @Chizu Morihara (Unlicensed) about our 504, 590, special collections locations display and config form All: take this question back to your Campus. “What is the status of discovery priorities and specifically address the third party testing? " E.g. Aeon not showing up in Vanguard.
3	Vanguard Buddies	Discuss how to use the VG buddy system for functional testing	10 min	All	Check-in: set up Oct wkly mtgs with buddy
4	Testing Worksheet for PPC	Review updates	15 min	Jess Ellen	Testing Worksheet for PPC formatting updates	Low priority to test the Discovery NZ of Primo VE (Consortia Union View)
5	Functionality Testing	Discuss how VGs will be testing Discovery assigned tasks	20 min	All	Scripts Screenshots Refer to Testing Worksheet for PPC
6	Primo VE for the NZ	Discuss next steps that will help us plan for our Primo VE for the NZ decision page	20 min	Jess	Review what searches look like in IZ and Union View NZ Primo VE instance
7	Homework	Prepares team for next meeting		All			All: View Additional Primo VE Training videos. Submit any questions for ExL using the Google form for ExL by 9/23. All: Look at ExL’s Primo VE Customization Best Practices
8	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.

Our feedback needed to provide for the RMFG’s Decisions

Decision Page	Priority vote (1-3)	Consulting group feedback due
Local 856 data	1	10/7
Bibliographic records to leave out of the Vanguard NZ	1	10/13
Vanguard local RLF migration	1	10/13
Non-9XX local data	1	10/21
Bibliographic records 9XX field mapping	1	10/21