2021-02-16 Meeting notes

Updates from other SILS groups

Share relevant items

15 min

Josephine

Sarah

• Confirmed date of Primo VE Workshop week will begin on May 17th

  • Josephine will send further details re: training (also will be communicated by local training rep)

    First day is for library folks who are end-users.

• Jess and Josephine met with co-chairs of RMFG, Fulfillment, Spec Coll, and RLF Task Force to discuss (Test Load) RLF Workflow. - See meeting minutes.

  • Lisa, Sharon and Heather participating

• Josephine submitted requests for patron level log-in’s

  • Send Josephine additional names if needed for those involved with testing

  • Can share logins with colleagues

• PPC will vote to approve our Primo VE Search Profile Configuration decision page on 2/19.

  • expecting to get a “thumbs up”

  • configuration table layout (+ and -) is confusing

Jess Waggoner will update to “Pro” and “Con” on Search Profile config page

Help Links in Primo VE

Discuss options

15 min

Sarah

 Notes: Help links in Primo

• See above document

• How is this at current Primo campuses?

  • UCSB: added in many/all the places; had multiple librarians checking form emails; A LOT of traffic at first

  • UCR has this embedded in links, report a problem; links to external form (not sure about use, esp. now since Ask Us is also embedded- all traffic goes through Ask Us)

  • Sarah comment- do patrons want to email and wait or chat and get help immediately?

  • UCI- “too many” places to get help (can be confusing); received tons of email questions; did level off; now directed to chat widget

    • where it goes and what to call it?

    • ways to systematically handle feedback?

• UCD- links to a ticketing system, checked by about 6 people; some links to a generic help site

  • Distinction between report a problem and help links? No- generalized help

  • Sometimes (rarely) receive reference questions vs. access questions/help

• UCSC

  • do not differentiate between “kinds” of help

  • only help point goes to chat (when available) or email (when chat unavailable)

  • Initially had separate Primo queue but now just have Alma queue for internal users

• VPN authentication should not determine what help options are available

• Databases typically (not true for all) will link out to top level, local help pages; also use help link in UC eLinks menu

  • need to address location as well

  • local configurations will determine if an intermediary page displays

• Group managing Ask Us service may be responsible for harmonizing branding

• Avoid providing too many options

• Prefer to have standardized/ harmonized language

  • know what help links are called, and where it/they will live

Josephine Tan (Unlicensed) seek out FAQs and scan of language currently being used

UC-eLinks

Naming considerations

30 min

All

Configuration Recommendations Workbook

Discuss next steps

30 min

All

Configuration Recommendations Workbook

UCB Testing Worksheet notes available in our Google Drive (Discovery FG > Functionality Testing folder) are a very useful resource to refer to during this next test phase.

Jess Waggoner outlined: https://docs.google.com/document/d/1Ck_DM8OdWl92X8Pi4aYiLNCzvfW_XuhthVdQ5myiEH8/edit

• Discuss workbook contents at next Discover Mtg (2/23)

• Have recommendations ready to show to PPC (2/26)

By first week of March -

Discovery FG will have our first set of recommendations to local discovery teams that offer:

• Configurations to test for harmonization

• A list of things that campuses should feel free to try configuring as they like. Meanwhile, Discovery FG will be testing out and working towards offering a list of suggested configurations that campuses can consider using if they wish before cutover

• All: Fill in relevant subgroup details in workbook sheets by Feb 18th

Homework

Prepares team for next meeting

All

Suggestion:

Have the PPC’s MVP sheet open simultaneously while reviewing the workbook documents to keep an eye on parallel information to help guide ranking importance of items to prioritize

• Usability Subgroups go through the Configuration Recommendations Workbook pages to integrate what was gathered in their summary reports.

Parking Lot/Q&A

Save these issues for future discussion & comments

• UC-eLinks (re)naming

• Help button options

• Main Menu (pull up config workbooks)

• Facets

• Libguides

• Testing plan

• Delivery and Fulfillment

• Minimum Viable Product

• Configuration

• Harmonization customizations

• Determine plan for MELVYL and Related SILS Services

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

• Ebook ILL lending: problematic with Melvyl; keep in mind to test in Test phase