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: https://uc-sils.atlassian.net/l/c/Bnhdz0G8 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 Example of Configuration Recommendations (Workbook) (UCSC) Recommendations / enhancements workflow was discussed at the harmonization level 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		Search Scopes (Ellen) 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. Configuring Search Profiles for Primo VE (ExL) Best Practices & Recommendations (SUNY) 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: Look at ExL’s Primo VE Customization Best Practices 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			Configuration Harmonization customizations Defining the “Everything” scope Determine plan for MELVYL and Related SILS Services Ebook ILL lending as it relates to discovery and limiting to availability.

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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?