2024-01-12 Meeting notes

Sharing and Updates

15

Share any Discovery related information from other SILS groups

LG:

• Hasn’t met recently

OT:

• The Organization Unit Name Change production plan, which will fix the IZ/NZ ordering bug, needs a few tweaks before OT is ready to vote on it.

• The Proposal for Expanded Network Zone Access also needs some revisions and then will come back to OT for review.

• Briefly reviewed the State of SILS townhall agenda (January 23 at 1pm)

• Tipasa Testing Update and request for comments

• Logistics of Signature Success program - it’s dovetailing a little with the negotiation but will still continue with the signature success program. Caitlin is taking the lead on this.

All-Chairs:

• RM is in the process of removing campus local notes from NZ bib and updating local bibliographic data

• ERES is giving input on the Exclude CDI ebooks and had a Q&A with Sam Cooc about his Analytics Dashboard

• RS updated work plan. Their central projects are Tipasa development cooperation with OCLC, trying to get analytics reports that work with the AFN, consortia blocks, and P2P

• Acquisitions discussed POL reporting codes, specifically the 4th and 5th which had been reserved for system-wide use, started documenting specific examples of missing or unfinished functionality in acq

• A discussion about NERS voting and is it worth taking the time to submit. We did learn from previous Alma institutions that enhancements have to be submitted each year if we want them to be reconsidered.

• A discussion about what issues All-Chairs would like to work on in the coming months.

Accessibility update:

• We have an update meeting scheduled for January 18

Misc:

• Primo VE December release added more Kanji characters - UCB person is currently testing to see if it’s adequate

Slack/General Questions

5

Has anyone seen a Primo VE 2024 roadmap? (The Alma one is out.) - No, doesn’t seem to be available.

Has anyone figured out what the 86 different Calculated Availability Text labels do? When they show up? What affects their appearance? (UCR, ExL support case # 07006689)

• No one else knows and when needing to change just feel like they had to guess.

• January release has gotten rid of some of the availability facets that were only for backoffice, not VE.

UCSD got a question about changing the number and sorting of genre results that show up in the filter. - This filter seems to behave differently than some of the other filters though every filter is a little quirky compared to the others.

Tipasa Testers 2023 Decision Page

10

Do we have any feedback?

UCR: We agree with the recommendations and reasoning. Switching to Tipasa now, when it cannot match the current VDX functionality, would negatively affect the user experience. We don't want a replacement product that does not meet the functionality of the product being replaced.

Discovery has reviewed and has no concerns.

Gem will let RS know.

Primo 2024 Enhancements

15

Determine if there’s any we need to submit

If we want to submit anything, it needs to be done by end of day today. If your institution does not have an ELUNA membership, you can request SILS Op Center submits an enhancement request for you.

Enhancements to discuss:

# 8749 Primo VE: Change dynamic preferred record selection

# 8970 Primo: Consolidate My Library Card display of loans/requests from all institutions in the network (is this just Primo or Primo VE also?)

Timeline:

January 13 - deadline to submit new enhancement

March 3 - Primo enhancement team finishes reviewing submissions

March 4-29 - Voting Round

June 10-21 - 2nd Voting Round, if needed

UC Palace Project Team Phase 1 Report

5

Any follow-up questions?

Big concerns about integration with Primo. Currently a little kludgy.

What problem is trying to be solved?

UCR: Why are they investigating a solution that, according to Key Finding 4, users didn't prefer? Users preferred reading academic ebooks on browsers. Palace is a mobile app with no plans to have a browser interface. It also hasn't been used by a consortium and hasn't developed integrations with Alma/Primo.

Gem will email:

Ask if they have any user research feedback that might be applicable to us for Discovery.

Keeping track of NYU project to forward information on how that’s going.

SILS Townhall

Gem will post thoughts in the Slack channel

Testing Update

5

Decide if we’ll talk about testing on January 26.

UCSC will provide a summary of implemented changes (10 min)

Workplan Discussion

What do we want to work on next?

(If time allows.)

Next Meeting

5

Next meeting is January 26.

Parking Lot

Report on feature testing: January 26

Keep an eye out for the feature release presentation.

Next Primo VE release meeting: February 23.