Governance / Discovery Primo VE Task Force —February 9, 2022

Discovery Primo VE Task Force —February 9, 2022

11am via Zoom

Members Present: Alice Creason (LEW), Marlee Graser (SIUE), Colin Koteles (COD), Lindsey Skaggs (ISU), Aimee Walker (JOL), Nathan Thebarge (TIU)

Members Absent: Amy Killebrew (COL), Tami Luedtke (DPU), Christine McClure (DPU), Dallas Long (ISU - CARLI Board Liaison)

CARLI Staff attending: Amy Maroso, Jessica Gibson

  1. Confirm minutes taker: Alice Creason
  2. Minutes from the January 12, 2022 meeting approved.
  3. Committee Reports
    1. Colin Koteles (COD) - E-Resources Management Task Force
      1. No updates.
    2. Nathan Thebarge (TIU) - Resource Sharing Committee
      1. Absent.
    3. Lindsey Skaggs (ISU) - Instruction Committee
      1. No report.
    4. Marlee Graser (SIE) - Tech Services Committee
      1. No updates.
    5. Christine McClure (DPU) - Public Service Committee
      1. Absent.
    6. Amy Killebrew (COL) - Collection Management Committee
      1. No report.

Discussion and decision to stop attending liaison committee meetings.

  1. Unfinished Business
    1. Hide I-Share request link custom javascript code
      1. Meeting in February with ExLibris to discuss this issue. If there is not a way to do this natively in PrimoVE or work with ExLibris on development to fix this issue, then the javascript code fix will be rolled out for implementation for CARLI institutions. Initial work done.
    2. I-Share union view (Aimee, Amy, Lindsey, Nathan, Tami)
      1. Worked on cards for the homepage. Made suggestions to CARLI for documentation on the CARLI website, breaking out information for end users versus information for library staff. Initial work done.
    3. Local resource types (Marlee, Tami)
      1. Final recommendations were added to the Google Drive folder. Future work needed because there needs to be coordination across the CARLI network as only 20 resource types are available, and they are shared across the network.
    4. Local Fields (Aimee, Colin, Marlee, Tami)
      1. Discussing whether to manage at local level or at the network level and leaning towards management at the CARLI level. The subgroup is forming recommendations for local field creation and management as well as identifying local fields to be added to a managed repository of local fields available for use to all I-Share libraries.
    5. PrimoVE analytics (Amy K, Alice, Christine)
      1. Have a working draft of a PrimoVE Analytics 101 document. Completed document will be sent to CARLI for the CARLI website. Intend to present documentation at an office hours or PrimoVE showcase in spring.
    6. Showcase (Aimee, Lindsey)
      1. Discussing possible format for the showcase, including putting together a panel discussion. Aiming for June 2022 for the event. Group discussed this as a possible series of events as well.
    7. Board report draft
      1. Review working draft and complete any changes or edits by February 28.
    8. Potential areas of inquiry/work for the Task Force
      1. Since the work of many of the sub-groups is completed or nearly completed, we reviewed this document for areas to start working on. Some areas that were discussed included Dedup/FRBR, Collections, and External Data Sources. We also added “New Titles Browse” to the list. We will decide new sub-group assignments at the March meeting.
  2. New Business
    1. None.
  3. Other items from the floor
    1. None.
  4. Meeting recap and actions for next meeting (March 9):
    1. Review draft report to the board and make changes by February 28. Active sub-groups will continue their work. Everyone will consider possible new sub-group assignments.

Minutes taker for March meeting: Amy Killebrew

The next meeting is scheduled for March 9, 2022 at 11:00am via Zoom.