2020-07-21 Meeting notes

New items on Discovery Confluence

What’s new that’s been added this past week

5 min

Josephine

Add your subcommittee notes to Discussions page

Updates from other SILS groups

Share relevant items

15 min

Josephine

Sarah

• End User Outreach Subgroup (EUOS) charged with decision for SILS Project communications graphic design. We will be consulted on their decision.

• Jess & Josephine met with co-chairs of Resource Management (RM) as they will consult with us for some of their Decisions.

Example ofCSU’s OneSearch logo

A. decide to design within UC and Primo VE guidelines & limits

or

B. something outside those limits – “Octopus like”

• Josephine in conversation with Stacy Binkman (EUOS) chair and Caitlin Nelson (Project Manager)

• RM co-chairs (Liz Miraglia & Sarah Wallbank) will provide us with a list of scenarios that would like us to test out once Vanguard Primo VE access if available.

• Josephine has emailed and waiting to hear back from David Walker of CSU consortium to get more info on how they approached logo branding.

• Discovery FG is in charge of logo & branding. Enduser Outreach Subgroup takes our work and runs with it in materials.

Check- In: Subcommittees for Primo VE Branding

Discuss branding to work towards completing Decision Page for Primo VE Branding

20 min

All

Environmental Scan: Ellen, Lisa, Chizu. Spreadsheet with consortia.

Literature Review for best practices: Heather, Elizabeth, Michael. Google sheet created & populated with published lit & blogs from people like D. Walker. Primo listserv. E.g. email to user from system has the word “Primo” in it. Not sure if Aug 4 deadline is too soon or not.

Accessibility/SEO: Sarah, Sharon, Jared (SEO added to group’s charge). Sarah created Google Doc https://docs.google.com/document/d/1FrGGDZ9nbW_slfE-FrUH-eLk8PMELA0QJKa2WiJO-_k/edit?pli=1

Sarah Houghton note: ExLib has done lots of work on accessibility

Jess & Josephine available for guidance and feedback

NOTES from last mtg:

• One name for Primo Across all Campuses? (See CSU)

• Search Engine Optimization? How will users find from a Google Search.

• Local data sources to help with these decisions? Documentation from local branding decisions.

• Facets (right or left)?

• Flexibility of Campus branding?

Vanguard

• We’ll get a list of scenarios for functionality testing in the Vanguard

• Non-Vanguard DFG members will get a Vanguard-Buddy

• All: Report back findings to the group on 04 Aug 2020

Check-In: Feedback from your local implementation group for the Discovery Network Scope and Consortia Union View Summary

Address any clarifications coming from local discussions

Check on timeline

20 min

All

Issues under discussion

• Branding & marketing

• Confusion - don’t want duplication. Don’t need a stand alone so why have. Couldn’t see the point of having a union view

• SCOPES

  • Default scopes is what groups zoomed in on

  • San Jose Model is liked by an expert staff member

  • want default scope to be IZ

  • Makes sense to focus on what users can get immediately

  • systemwide scopes - example law school specific

  • Q: Ability to bring worldcat view in to primo? (example? Boston created a worldcat search profile in their Primo system)

    • Initial suspicion it would require a specific configuration

• ILL functionality

  • want to get to worldcat easily to search for items no UC owns

  • limit by availability matters a lot

• CARLI - mandate to provide services to the whole state. Perhaps see union view as part of their mandate? Complex organization.

• Creative Tools available

  • Perhaps one consortial view with all bells and whistles turned on. Like a sandbox with a salad bar of all the tools that exist

• Technical debt - if there is a union view, who is tasked with maintaining it

• Jess Waggoner consult with EXL re: Will staff miss anything by not having a union view? Will there be a benefit for bots, SEO, text mining?
• Jess Waggoner share the link to the library that brought worldcat view in to Primo

Homework

Prepares team for next meeting

All

• All: Gather feedback from your local implementation group for the Discovery Network Scope and Consortia Union View Summary for mtg on04 Aug 2020
• 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

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