2020-10-20 Meeting notes

Date

Oct 20, 2020, 10am-11:30am

Attendees

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

Lisa Ngo, UC Berkeley

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	15 min	Josephine Sarah	PPC: Josephine shared the subgroup UX testing work plan with PPC, so they are all aware that we will be partnering with their groups in November. Internal Training Subgroup: For those needing Primo VE certification, they should have that completed by December 18th, 2020. Jess & Josephine met with Digital Collections FG (DCFG) - yesterday upon their invitation to learn about our Discovery work thus far. We presented that information and previewed the evaluation process and partnership that Sharon and Michael will be working on with DCFG. End User Outreach Subgroup (EUOS): Josephine stepped down from EUOS membership to better accommodate her non-SILS related workload. Her replacement is Joanna Kang, UCSF Library’s Data Science & Marketing Coordinator.
2	UX Testing Subgroup Partnership Work Planning	Outline communications for connecting with partnering groups	15 min		Reference page from our Confluence site: Discovery Usability Testing work Reminders of Subgroup members & Partnering Group: Library Catalog Materials- (Lisa, Josephine) - Partner: Resource Management FG Interlibrary Loan Process- (Sarah, Elizabeth, Jess) - Partner: Fulfillment FG CDI Content- (Jared, Ellen) - Partner: Electronic Resources/Acquisitions FG Digital Collections- (Sharon, Michael) - Partner: Digital Collections FG Special Collections Materials- (Heather, Chizu) - Partner: Special Collections & Archives Escalation Group, Resource Management FG	Via intro email: Share Scope and Evaluation Process with the partnering group. Refer to Discovery UX Evaluation Sub-Groups & Process document. Ask for group’s documentation that would aid our discussions.	Josephine: provide subgroups with FG co-chair’s email contacts All: Get in touch with co-chairs of the partnering groups this week to begin coordinating UX work for Nov.
3	SILS End-User Name Subgroup	Understand the subgroup charge and assign subgroup members	30 min	Sarah Josephine	The EUOS co-chairs presented their End User Name for SILS proposal to the WG on Friday 10/16/20. Key points from the Working Group discussion of the EUOS proposal The Working Group membership as a whole questioned the need for “yet another brand” on top of the brand for the Discovery layer. The Discovery layer is where users would “see” the brand, and having two (e.g. UCLA UC-Link Library Search) would be confusing. It was felt that EUOS was involving itself in the branding work of the Discovery group in order to meet their self-imposed deadlines for user outreach, but the WG also wanted to respect those deadlines. Some members of the WG, and both EUOS co-chairs, expressed a dislike for the name “Library Search.” The WG disagreed with the focus on faculty as the primary audience. The WG understood that some of the EUOS members bring additional marketing expertise that may not exist on Discovery. In the end, the WG wanted Discovery and EUOS to work on this together with 3 reps from each group, plus a comms rep, working on a quick timeline. SILS End-User Name subgroup charge	Jess volunteered to serve on this sub-group. Other interested members will contact Jess and Josephine by 10/23 (Friday).	Jess and Josephine will contact the SILS Project Managers (Lena Zentall, Christine Barone, and Neil Weingarten) with the names of the Discovery appointees to this sub-group.
4	REMINDER: Consulting on RMFG’s last two Decision Pages	See how VG feedback is going	15 min	All	RMFG’s Decisions: Non-9XX local data Bibliographic records 9XX field mapping Feedback needed by 10/21/20	See our feedback consultation notes. Leave Feedback at Consultation Notes for: Notes page for Non-9XX local data Notes page for Bibliographic records 9XX field mapping
5	Homework	Prepares team for next meeting		All			All: View Additional Primo VE Training videos. . All: Look at ExL’s Primo VE Customization Best Practices All: Continue to work on discovery functionality testing and filling out the testing spreadsheet
6	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Defining the “Everything” scope 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