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 | |
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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
End User Name subgroup
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3 | UX Testing Subgroup Partnership Work Check- in | Updates on subgroups' progress | 15 min | All | Reference: Usability Testing - Discovery FG - SILS Confluence page
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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
Workflow discussion - Pre Launch
Workflow discussion - Post Launch
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5 | Renaming “UCS Network” scope | Begin discussions of renaming UCS Network scope | 15 min |
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Helpful to know what ‘UCS Network’ searches in order to have a contextual conversation about what ‘everything’ should search |
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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 |
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| 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?
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8 | Parking Lot/Q&A | Save these issues for future discussion & comments |
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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?
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