2021-02-16 Meeting notes

Date

16 Feb 2021, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Elizabeth Salmon, UC Merced [Today’s Notetaker]
Sharon Shafer, UC Los Angeles
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
1	Updates from other SILS groups	Share relevant items	15 min	Josephine Sarah	Confirmed date of Primo VE Workshop week will begin on May 17th Josephine will send further details re: training (also will be communicated by local training rep) First day is for library folks who are end-users. Jess and Josephine met with co-chairs of RMFG, Fulfillment, Spec Coll, and RLF Task Force to discuss (Test Load) RLF Workflow. - See meeting minutes. Lisa, Sharon and Heather participating Josephine submitted requests for patron level log-in’s Send Josephine additional names if needed for those involved with testing Can share logins with colleagues PPC will vote to approve our Primo VE Search Profile Configuration decision page on 2/19. expecting to get a “thumbs up” configuration table layout (+ and -) is confusing		Jess Waggoner will update to “Pro” and “Con” on Search Profile config page
2	Help Links in Primo VE	Discuss options	15 min	Sarah	Notes: Help links in Primo
3	UC-eLinks	Naming considerations	30 min	All
4	Configuration Recommendations Workbook	Discuss next steps	30 min	All	Configuration Recommendations Workbook UCB Testing Worksheet notes available in our Google Drive (Discovery FG > Functionality Testing folder) are a very useful resource to refer to during this next test phase.	Jess Waggoner outlined: https://docs.google.com/document/d/1Ck_DM8OdWl92X8Pi4aYiLNCzvfW_XuhthVdQ5myiEH8/edit Discuss workbook contents at next Discover Mtg (2/23) Have recommendations ready to show to PPC (2/26) By first week of March - Discovery FG will have our first set of recommendations to local discovery teams that offer: Configurations to test for harmonization A list of things that campuses should feel free to try configuring as they like. Meanwhile, Discovery FG will be testing out and working towards offering a list of suggested configurations that campuses can consider using if they wish before cutover	All: Fill in relevant subgroup details in workbook sheets by Feb 18th
5	Homework	Prepares team for next meeting		All	Suggestion: Have the PPC’s MVP sheet open simultaneously while reviewing the workbook documents to keep an eye on parallel information to help guide ranking importance of items to prioritize	Usability Subgroups go through the Configuration Recommendations Workbook pages to integrate what was gathered in their summary reports.
6	Parking Lot/Q&A	Save these issues for future discussion & comments			UC-eLinks (re)naming Help button options Main Menu (pull up config workbooks) Facets Libguides Testing plan Delivery and Fulfillment Minimum Viable Product Configuration Harmonization customizations Determine plan for MELVYL and Related SILS Services Ebook ILL lending as it relates to discovery and limiting to availability.	Ebook ILL lending: problematic with Melvyl; keep in mind to test in Test phase