2020-08-25 Meeting notes

Date

18 Aug 2020, 10am-11:30am

Attendees

Jared Campbell, UC Davis [Today’s Notetaker]
Ellen Augustiniak, UC Irvine
Sharon Shafer, UC Los Angeles
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

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	Time	Who	Notes	Decisions	Actions
1	Updates from other SILS groups	Share relevant items	10 min	Josephine Sarah	End User Outreach Subgroup will have a graphic designer join that group (EUOS) as a Step B member ExL will go over CDI when they introduce Primo VE on 9/16 The SILS Working Group is very close to having a privacy agreement ready for Vanguard testers to sign
2	Functionality Testing Checklists	Finalize checklists to be used for VG testing	20 min	All	Refer to existing checklists: ExL Go Live Readiness Checklist Jess’s Functionality Checklist Needs to be completed by Aug. 28th for PPC review Refer to PPC’s Testing Worksheet for PPC	Our checklist has a tab for CDI so that VG implementation teams can decide who will address those topics
3	Primo VE Branding	Refine our current branding decision page	60 min	All	Primo VE Branding Decision Page Draft document to edit (in Google Drive > Branding folder) Reference: Subcommittee Reports for Primo VE Branding
4	Homework	Prepares team for next meeting		All	Continue with Alma Essentials training All members should continue adding items to the Functionality Checklist		All: Look at ExL’s Primo VE Customization Best Practices All: Continue with self-paced Primo VE training All: Continue with self-paced Alma Essentials
5	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Determine plan for MELVYL and Related SILS Services ExL Go Live Ready Checklist Ebook ILL lending as it relates to discovery and limiting to availability.