2020-12-01 Meeting notes

Updates from other SILS groups & project timeline

Share relevant items

10 min

Jess

Sarah

End User Name subgroup: goal is to have 3 candidates to share.

No other updates

UX Testing Subgroup Partnership Work

Updates on subgroups' progress

20m

All

References

• Usability Testing Confluence page

• Configuration Recommendations Workbook

Reports

• ILL: Ful.FG saw list of recommendations before Thanksgiving. Divided recs by responsibility e.g. Ful. FG configuration changes taken by Ful. FG

• Digital Cols: Dig FG still finalizing settings, so testing is delayed.

• Sp. Col (Chizu & Heather): Met with Special Collections & Archives Escalation Group, Resource Management FG, and Special Collections Cataloging CKG, so scenarios were well-reviewed. Chizu & Heather went thru all scenarios, now doing analysis.

• Catalog (Josephine & Lisa): Partners did not provide lots of help with scenarios. Still testing, but also doing analysis with recommendations.

• CDI (Jared & Ellen): also still doing analysis & recommendations

UX Testing Subgroup Partnership Work

Next Steps - Recommendations artifact: exact process for production

60m

Proposal: based on ExL Setup doc, each subgroup fill in.

Concern: this setup document is so skeletal that it might not provide enough structure.

Guiding principles: Minimum Viable Product.

For recommendations, how do we break them down into what’s possible and who needs to do them?

• ILL did see success in talking through with Fulfillment FG to see if any pain points were clearly “FFG” vs. Discovery.

High and Medium priorities are both candidates for consideration.

Can we have a section or process for recording issues we expect to need to iterate on quickly, even if we don’t have a specific recommendation?

Feb 5 is when final configuration are due for all campuses, including already-Alma campuses.

IF

• subgroup recommendation is Discovery’s responsibility (based on discussions with other interested FGs) AND

• subgroup recommendation should be addressed to get to an MVP (high or medium priority)

THEN

Note your recommendation in the appropriate “Area” in a draft recommendation document. “Areas” will start as groupings based on ExL initial configuration document.

If there is no row where an MVP recommendation fits based on the “areas” in the Initial Setup document, still include them in a separate section. If there are enough of these, we’ll organize into topics.

Scopes discussions with local campuses should start - Jess & Ellen need to get a document for members of this group to bring back to our campuses.

• Jess Waggoner & Ellen Augustiniak will create user-friendly document outlining scope options e.g. what’s included in “Everything” or “All UC Libraries,” by 04 Jan 2021
• All: start conversations locally in January

Homework

Prepares team for next meeting

All

• All: Look at ExL’s Primo VE Customization Best Practices
• All: Take 2 questions back to your local group(s). What should be in the concept of ‘everything’. What should or should not be pre-filtered?

Parking Lot/Q&A

Save these issues for future discussion & comments

• Configuration

• Harmonization customizations

• Defining the “Everything” scope

• Determine plan for MELVYL and Related SILS Services

• Ebook ILL lending as it relates to discovery and limiting to availability.