2021-07-13 Meeting notes

Date

13 Jul 2021, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Elizabeth Salmon, UC Merced
Sharon Shafer, UC Los Angeles
Michael Yonezawa, UC Riverside
Heather Smedberg, UC San Diego [Today’s Notetaker]
Josephine Tan, UC San Francisco (co-chair)
Jess Waggoner, UC Santa Cruz (co-chair) [Today’s Timekeeper]
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
1	Updates			Jess	FYI -Jess working on a draft of decision page for excluding items from Discovery network. UCSC and others started work to develop search profiles to accomplish this work, but the questions and testing were not resolved before the lockout. No updates from other committees at SILS project level.
2	Functionality Checklist (Actually, Data Review/Acceptance checklist)				Refer to ExL's GoLive checklist and our work off of that Should we create a basic checklist, i.e., "does the NZ appear", etc? Critical data testing: verify configurations, logo there, facets and filters in place, search profiles present, GES links, norm rules for display of MARC fields, and reporting on response time.
3	BCWD Decision Page				BCWD Decisi.on Page LHR bullet point in downgrading - need for LHRs for non-UC borrowing is the one question remaining item for clarification when consulting with Fulfillment. EUOS does not see need for a notification in the new stepped-down version to let folks know about changes (they will put messages in the current Melvyl. Discovery team recognizes researchers who have bookmarked Melvyl will be redirected here. A message here could be helpful. Something like, “UC Library Search will replace Melvyl. See this website for more details.”
4	EUOS Infographic				See EUOS’s infographic drafts
5	“Inappropriate” terminology (subject filters) in PrimoVE Heather’s email (from a presentation)				We’ll be able to control our own local records BUT… CDI records may bring in some inappropriate Subject filters terms Look at Ellen shared CSS code Slack message (from Francois R. on listserv)- hides it from Subject facet How quickly is ExL removing these? Does Discovery FG write a policy of how to remove such terms - report it to ExL AND hide it locally. See ExL’s DEI Policy Regarding Subject Headings in CDI] ExL’s stopwords list Should we be proactively finding these terms ourselves, report to ExL so that they can scrub it/hide it, hide it locally Look at Catherine’s mtg minutes	“Angela began reaching out to colleagues to learn more about the issue and find solutions, resulting in a ticket being submitted to ExLibris Support Portal by Stephanie Roach of San Mateo County Community College District. ExLibris has responded by creating a policy regarding subject headings in CDI records, and started a stoplist of offensive and racist terminology to exclude from display in the subject headings. ExLibris customers can email Anti-Bias@exlibrisgroup.com to ask that other terminology be considered for the stoplist.”
6	FYI - Draft of decision page for excluding items from Discovery network(Jess working on this)
7	Check Ins	Discuss updates/problems/testing	30 min	All
8	Next Meeting	Prep for next meeting			Check-in on Mondays if we need to meet and will continue with discussions as needed.
9	Parking Lot/Q&A	Save these issues for future discussion & comments			Libguides Testing plan Ebook ILL lending as it relates to discovery and limiting to availability. Questions/comments: