2021-11-02 Meeting notes

Date

02 Nov 2021, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Sean Claudio, UC Irvine
Elizabeth Salmon, UC Merced [Today’s Notetaker]
Michael Yonezawa, UC Riverside
Heather Smedberg, UC San Diego
Josephine Tan, UC San Francisco (co-chair) [Today’s Timekeeper]
Chizu Morihara, UC Santa Barbara
Jess Waggoner, UC Santa Cruz (co-chair)
Sarah Houghton, California Digital Library

Not attending

Sharon Shafer, UC Los Angeles

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	Who	Notes	Decisions	Actions
1	Updates		All	Welcome to Sean Claudio! UCB iSchool Friday events- last Friday hosted a successful Goodbye Melvyl event with Sarah, Gunter and Salwa. PPC: pretty quiet lately (last meeting canceled) Other Groups: SH working group in transition tidying things up for handover Operations “phase” begins 1/1/22
2	Finalize Restrict Resource Sharing Restriction Rules by Location decision		All	Provides examples of materials that might have resource sharing restricted: special collections, equipment, etc. Campuses to decide individually based on local practices and sharing rules		JW will edit Process section to add that locations can be modified as needed JW asking groups for feedback
3	Exclude eBooks from CDI results		Jess	Primo VE November Release Potential implications for NZ - is this something we should harmonize on? UCSC eResources Librarian had some concerns (particularly around link in record CDI eBooks and NZ activations for these) Comments: UCSD local group would welcome more information Result in duplication of records Reduce ILL workload of receiving CDI ebook requests UCSC ILL has been successful obtaining ebook chapters Concerns about open access materials for ex. Project Gutenberg records UCD weighing pros and cons Chapter level records will still surface – user can then request with ILL link UCB not making changes to Primo until 2022 unless Disco FG makes a harmonization recommendation	Next steps: bring to PPC since this touches upon SCP, concerns about OA records, etc.	JT: bring this to PPC for feedback
4	“Headings Enrichment” setting		All	Which campuses have this setting selected? ExLibris Documentation on Headings Enrichment Question from PPC census of campuses: RMFG can better understand who is using this seems like there is dissatisfaction when these settings are selected		Due before Friday 11/12 Attempt to locate person on campus who may be aware of the setting. Ask locally if this setting is being used. JC: putting in Saleforce ticket about where this configuration lives
5	Check Ins	Discuss updates/problems/testing	All	DiscoFG feedback for AEFG-CDL Proposal for Multi-Part Electronic Resources: Note two major parts to answer UCD looking at different models SUNY etc. to see how other universities are handling this Imagine future in which Primo can be used to locate databases, for campuses currently using LibGuides A-Z list Question re: will subcollections be listed in parent/umbrella record (i.e. searchable) In public note of portfolio, however this will result in a demanding workload Question re: resource liaison group		Due by Friday 11/5 add responses to Google sheet https://docs.google.com/spreadsheets/d/1t1iVJbSWuJ1qbrhmjLPWd3ceShEOEKVC1l-OWfQv4sE/edit#gid=0 MY: re: Resource Liaison group: The best person to start with is Lisa Mackinder: Lisa.Mackinder@ucop.edu
6	Next Meeting	Prep for next meeting
7	Parking Lot/Q&A	Save these issues for future discussion & comments		Usability Testing MVP items for next phase Ebook ILL lending as it relates to discovery and limiting to availability. Questions/comments: