2020-09-15 Meeting notes

Date

15 Sep 2020, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine [Today’s Notetaker]
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

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	New items on our Confluence page	Describe what the new items are for	10 min	Josephine	Configuration page with CSU example of harmonization recommendations Decisions page - new links at bottom	Can work with Pros/Cons Decision page template (provided by Lena Zentall) to help draft Primo VE for the NZ Decision page
2	Updates from other SILS groups	Share relevant items	15 min	Josephine Sarah	Feedback on ExL’s Intro to Primo VE and CDI 9/14/20 Mtg Attend ExL’s Primo VE Hand Off/ First Look Mtg this Thursday 9/17 @ 10am
3	Testing Worksheet for PPC	Review updates	15 min	All	Testing Worksheet for PPC - added additional column headings on the “Discovery” tab	Make a copy (of Discovery tab/sheet) for each VG campus and then integrate results in the original Testing Worksheet
4	Vanguard Training Buddies	Discuss how to use the VG buddy system for functional testing	15 min	All
5	Primo VE for the NZ Decision Page	Discuss and draft Decision Page as needed	15 min	All	Take a look at Primo VE for the NZ Decision page
6	Homework	Prepares team for next meeting		All	Cover additional Primo VE training prior to ExL Q&A Mtg on 9/23/20 Review FAQ’s about SILS Phase 4 Review Melvyl and Related Services in SILS		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
7	Parking Lot/Q&A	Save these issues for future discussion & comments			Configuration Determine plan for MELVYL and Related SILS Services Ebook ILL lending as it relates to discovery and limiting to availability.