2021-01-19 Meeting notes

Updates from other SILS groups

Share relevant items

10 min

Jess

Josephine

PPC Discovery needs fill out its section on PPC’s (Test load) Configuration Form by 1/20.

Special Primo VE configuration mtg with Discovery: ExL short on time to set one up before 2/5. Check in with Discovery FG members: Did they feel ExL answered their Primo VE config form questions?

• UCB, UCSF, UCSD noted it wasn’t very detailed and barely covered Primo.

• Not going to push with a one-on-one with ExL.

Primo VE Workshop will spread over five days. Date is still TBD and looks to have to be at/after mid-May. It’s a workshop that is usually given after go-live.

Reference:

• Alma Configuration Form Guide (p. 84-92)

• Configuration Set up documents.

Upcoming Primo VE Training and Tasks

Inform timeline items

5 min

Josephine

(details to come)

• Josephine Tan (Unlicensed) input info here
• All: forward recent email re: training to appropriate people

Finalize Search Profiles

Make final decision

45 min

All

• Including the NZ with “almost everything” scope: UCSD, UCLA, UCSB, UCSF, CDL, UCB, UCI, UCD, UCSC are good with it

• Importance of getting CDL records to view

  • Boosting

• Worldcat scope: UCSD, UCLA, UCSB, UCSF, CDL, UCSC is interested in having it for test.

  • UCB, UCI not interested in having Worldcat scope

  • some ambivalence with lack of functionality, There’s interested in way to link out to the native interface. Interested to look at and test it.

  • Systemwide API key for it

• CDI assumption of being in the “almost everything” scope:

  • include : UCSD, UCLA, UCSB, UCSF, CDL, UCB, UCI, UCD, UCSC

  • Limit by availability by default or not: UCSD, UCLA, UCSB, UCSF, CDL, UCB, UCI, UCD all want to test. UCSC and UCD wants to try the UCI approach.

  • Should this be something we harmonize on

    • Leaning towards: UCSD, UCLA, UCSB, UCSF, CDL, UCB, UCD, UCSC

    • Leaning against: UCI

• UC Network search profile:

  • discussion of a best practices mandate-- to allow for flexibility to include/or not a separate UC wide scope. We think it should be configured a certain way and then we will set up a best practice for it.

Reference:

• Primo VE Search Profiles

• Decision: Include NZ with “almost everything” scope

• Josephine Tan (Unlicensed) and Jess Waggoner ask the Ffulfillment FG re: WorldCat scope. Would a compromise of having it in the advanced search but not in the basic search work?

• Decision: to include CDI in almost everything and harmonize on that.

• Decision to not harmonize on filter by availability. ERM people need to be consulted on this.

• Decision to allow for flexibility to include (or not) a separate UC wide scope (in advanced search)

• Ellen Augustiniak , Josephine Tan (Unlicensed) , Jess Waggoner will create decisions pages for the above.

WorldCat decision page

Work on drafting

30 min

{See discussion above}

Reference:

• World Cat Decision Page

Homework

Prepares team for next meeting

All

Parking Lot/Q&A

Save these issues for future discussion & comments

• Minimum Viable Product

• 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.