2021-09-07 Meeting notes

Date

07 Sep 2021, 10am-11:30am

Attendees

Jared Campbell, UC Davis
Carrie Cullen, UC Irvine
Sharon Shafer, UC Los Angeles
Elizabeth Salmon, UC Merced
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 [Today’s Notetaker]
Chizu Morihara, UC Santa Barbara
Michael Yonezawa, UC Riverside

Not attending

Lisa Ngo, UC Berkeley

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	Actions
1	Updates		Josephine Jess Sarah	PPC Update (Josephine): PPC green light for us to let IC’s know about (1) Changing “Available at institution” to “Check availability” at item record level (2) Providing Javascript for implementing the renaming of campus listing under “UC Libraries” facet. Add these two to our Recommendations page and rename it to be https://uc-sils.atlassian.net/l/c/zNJsUZ0m. Next Week we will regroup on “Exclude from Discovery Network” work. Locally, we should set this up in Sandboxes and be prepared to discuss next week.	All: set up configuration to
2	Displaying resource sharing links for ebooks		All	From Heather’s Slack post (9/2/21): “There is a parameter called "discovery_display_resource_sharing_when_electronic_available" (ALMA config menu -> Discovery --> Custom settings. The parameter needs to be set to "true" so resource sharing link will display when online fulltext is available. It's documented here: https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/Primo_VE_(English)/120Other_Configurations/Discovery_Customer_Settings And in more details in the August 2020 release notes here: https://knowledge.exlibrisgroup.com/Primo/Release_Notes/002Primo_VE/2020/010Primo_VE_2020_Release_Notes ” UCM, and UCSD are looking at this in one way or another. UCR also interested. Goal is to have ILL forms turned on for ebooks we have access to, but not turned on for ALL eresources. The solution above applies for ALL e-resources. Elizabeth has also posted to Basecamp asking specifically about ebooks. We are waiting on ExL response. Configurations locally can impact users' ability to find records for print items when we own the e-books (things like FRBR’ed results set impact this). Blank ILL request forms are an option Find by Citation - varies by campus how using this, but none seem to be using this directly on home page. User education around how to translate searching for a full citation into UC Library Search. can be information overload to dump full citation into AB&M search box (e.g. if give more info than is available in the CDI record, UC Library Search may not see it as a match). Getting bizarre ILL requests. User requested one book and what was sent was completely unrelated. Getting requests for things already owned. Can’t determine how users are coming to find an ILL form for these.
3	Phase 4 Hand Off / Post-Mortem	Introduce topics to cover	All	https://docs.google.com/document/d/1grONHgNc1YQ-VnTLaVJWhapKWgrZDAciqQN6lYpz8us/edit?usp=sharing https://docs.google.com/document/d/12Zzr8ec92Tl75G9raa153x1mvjIUTXhvhNv3mqhFwPw/edit?usp=sharing
4	Check Ins	Discuss updates/problems/testing	All
5	Next Meeting	Prep for next meeting
6	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: