2021-03-09 Meeting notes

Date

09 Mar 2021, 10am-11:30am

Attendees

Lisa Ngo, UC Berkeley
Jared Campbell, UC Davis
Ellen Augustiniak, UC Irvine
Elizabeth Salmon, UC Merced
Sharon Shafer, UC Los Angeles
Michael Yonezawa, UC Riverside
Heather Smedberg, UC San Diego [Today’s Notetaker]
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
1	Updates from other SILS groups	Share relevant items	10 min	Josephine Sarah	EUOS: they will be making a list of different places UC-eLinks are placed in preparation for our decision of what UC-eLinks will be renamed. Checking in with EUOS and others for clarification on using this in the interface proper. Our timeline does have a line for this kind of work we’ll want to consider where to put this in context of the interface, considering navigation within Primo and out to other pages, and the process for configuration
2	Configuration Recommendations Workbook	Decide which recommendations are ready for sign off	30 min	All	Configuration Recommendations Workbook Label for location: not clear what this means to users. Once option is to have three or five showing, so it becomes immediately clear to a user what we mean by that. Could also change facet name, but want to avoid long descriptive label. Preference for the first option/approach for these facets we choose to include. Facets configurable by search profile slot. Facet group names will need to be the same, but you can choose to configure what shows differently across search profiles/slots. Library Facet: some may choose not to display this. If you do, you might want consider what to label it, and how to order it in the display in the context of other facets like, UC Libraries and Location. Discussed usefulness of facets Location and Library. We have some first impressions, but will test on this during this phase.	Recommendations: Remove Other Libraries During test phase, Use facet data drawn from Alma-already campus to help inform thinking, and review these during test phase. Discovery FG may make some recommendations for Go-Live that harmonize, as well as others that end up reading like, “be sure to consider facet label order and name in context of other facets ____ and ____ .”
3	Testing Plan	What can we provide as an answer	20 min	All	Test Phase Timeline
4	Boosting Planning	Discuss plans for boosting	15 min	All
5	WorldCat Testing Planning	Discuss which campus will test what	15 min	All	WorldCat in search profile scope WorldCat in Advanced search WorldCat icon in results facet
6	Homework	Prepares team for next meeting		All
7	Parking Lot/Q&A	Save these issues for future discussion & comments			FRBR/Boosting Main Menu (pull up config workbooks) Facets Libguides Testing plan Delivery and Fulfillment Minimum Viable Product WorldCat Ebook ILL lending as it relates to discovery and limiting to availability. UC-eLinks (re)naming What will help links be called and where will they be in the interface? Questions/comments: SFX Journal Search Tool (moved notes to UC eLinks section) Third party integrations Browzine & LibKey	Ebook ILL lending: problematic with Melvyl; keep in mind to test in Test phase