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Date

, 10am-11:30am

Attendees

  • Lisa Ngo, UC Berkeley [Today’s Notetaker]

  • Jared Campbell, UC Davis

  • Ellen Augustiniak, UC Irvine

  • Sharon Shafer, UCLA

  • 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

1

Updates from other SILS groups

Share relevant items

5 min

Sarah

2

Tracking our Primo VE Sandbox Changes

Indicate where to track our changes to Sandbox

5 min

Josephine

Our question to ExL:

“Will changes we make now to the Sandbox now be pushed into the Vanguard instances? Or do we start fresh when test load arrives?”

ExL Answer:

“There is no connection between your sandbox and your production Alma environment during implementation. Therefore, configurations done in your sandbox won't be pushed into your production instances. During full project, configurations done during test load prior to cutover will be retained. “

Track any Primo VE Sandbox changes on sheet titled Our Changes Made in Primo VE Sandbox (pre-Vanguard) in Google Drive

3

Training and Certification Schedule

Determine if anyone needs Alma Training/Certification

10 min

Josephine

Training & Outreach Coordinators have put together an Alma training schedule in coordination with ExL:

  • Orientation and Navigation & Searching (1 module) - July 1-8, Q&A on 7/13

  • User Management (1 module) - July 1-8, Q&A on 7/13

  • Fulfillment (1 module) - July 8-15, Q&A on 7/20

  • Resource Management (3 modules) - July 15-Aug 5, Q&As on 7/27, 8/3, and 8/10

  • Electronic Resources (1 module) - Aug 5-12, Q&A on 8/17

  • Acquisitions (1 module) - Aug 12-19, Q&A on 8/24

  • Course Reserves and Booking Requests (1 module) - Aug 19-26, Q&A on 8/31

A similar schedule for Primo VE is in development with ExL

4

How to track other SILS groups we’ll be working with

Show how to put “discovery” labels on pertinent Decision Pages of other groups

10 min

Josephine

Label relevant Decision Pages with a “discovery” tag to be easily searchable in Confluence

5

Discovery Network Scope and Consortia Union View Summary document

Review & Finalize

20 min

Jess

The Discovery Network Scope and Consortia Union View Summary document will be used to facilitate conversations with local Discovery groups.

6

Discovery Decision Page components discussion

30 min

All

7

Homework

Prepares team for next meeting

All

8

Parking Lot/Q&A

Save these issues for future discussion & comments

 

 

 

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