2020-11-24 Meeting notes

Date

Nov 24, 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 added to Discovery Confluence page

Share relevant items

5 min

Josephine

New links for CARLI examples of Primo VE customizations on Configuration page.

UCB has a new Discovery Librarian,Jackie Gosslar, and she will serve as Co-Chair of UCB Discovery Group with Lisa Ngo.

 

Invite Jackie to this meeting

2

Updates from other SILS groups & project timeline

Share relevant items

10 min

Josephine

Sarah

Jess

PPC: Approved our Primo VE for the NZ decision page on 11/20/20

Co-Chair suggestions

  • looked at UCLA digital collections from UCLA (Mutual Life Insurance)and has enhancement suggestions

  • Make sure items show in NZ as well as IZ

  • What is “Everything” scope? How to define. Might not have to be the same

End User Name subgroup

  • end of Jan to give proposed name to Coul

 

 

 

3

UX Testing Subgroup Partnership Work Check- in

Updates on subgroups' progress

15 min

All

Reference: Usability Testing - Discovery FG - SILS Confluence page

 

 

4

Defining Minimum Viable Product (MVP) for Primo VE

Begin discussions of what Day 1 Primo VE looks like

30 min

All

Reference: Xiaoli Li’s (PPC co-chair) MVP presentation to SILS All Chairs

Determining our MVP will help us align our next steps with the deliverables that we want ready before Go Live.

FEB 5 = UC DFG supplies recommendations for harmonization and workflows

Harmonization Documentation discussion

  • What type of document

  • What other FGs are working on documentation

Workflow discussion - Pre Launch

Workflow discussion - Post Launch

  • After launch 2 groups will be formed

    • Steering Group

    • Operational Group (clearinghouse for all the future enhancements)

 

 

 

 

5

Renaming “UCS Network” scope

Begin discussions of renaming UCS Network scope

15 min

 

Helpful to know what ‘UCS Network’ searches in order to have a contextual conversation about what ‘everything’ should search

 

 

6

Defining “Everything” scope

Begin discussions of how to define “Everything”

15 min

 

Reference - Ellen’s slides

Both searches include CDI and IZ results but the difference is how many results because of filter settings

UCI configured so patrons will find print versions of items. UCI like records avail whether or not you have online access. ILL is very fast. Increases the liklihood there will be ILL from advanced grad students, faculty.

UCD made the decision with a focus on undergraduate users. Public service librarians encountered confused students.

UCSC Preferenced novice success. Emphasis on topic searches not individual item. Make discovery as efficient as possible. UCSC plans to start advertising ILL available in 1-2 day as a stat msg under status.

DFG should consider transparency around endusers about what we call “everything” so they have an idea about what content they are searching

share cataloging and open access discoverability in regard to just turn the records on in CDI &/or produce catalog records.

UCSC wrestle with how to guide users to the “Didn’t find it” box. Explore new ways to get folks to expand their search.

 

@Josephine Tan (Unlicensed) reach out to CSUs to see how they dealt with the concept of ‘everything’ search
7

Homework

Prepares team for next meeting

 

All

 

 

All: Take 2 questions back to your local group(s). What should be in the concept of ‘everything’. What should or should not be pre-filtered?

 

8

Parking Lot/Q&A

Save these issues for future discussion & comments

 

 

 

 

R

Note from @Sharon Shafer (Unlicensed) regarding agenda item 1. UCLA Library ingested the Film and Television Library catalog records during the Alma data harvest and there was concern about the unique needs of item display and search for the film and television records. UCLA Discovery Functional Group started a document to examine the MARC fields and their function. UCLA Primo VE Default Display Fields Should we share this with RMFG?

 

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

Question? Contact AskSILS-L@ucop.edu