Governance / Discovery Primo VE Task Force — July 8, 2021

Discovery Primo VE Task Force — July 8, 2021

Via Zoom

Members attending: Aimee Walker (JOL), Alice Creason (LEW), Amy Killebrew (COL), Belinda Cheek (NCC), Christine McClure (DPU), Colin Koteles (COD), Lindsey Skaggs (ISU), Marlee Graser (SIE), Dallas Long (ISU-CARLI Board liaison)

Members absent: Tami Luedtke (DPU), Nathan Thebarge (TIU)

Staff attending: Amy Maroso (CARLI), Jessica Gibson (CARLI), Anne Craig (CARLI)

Announcements

  • Introductions by CARLI staff
  • Introductions of Task Force members
  • Review of task force charge and discussion
  • Review methods of communication

Discussions

  • Communication liaisons will be established between this task force and other CARLI committees according to the task force’s charge.
    • Communication liaisons will be added to their committee’s email list and be given more information about the role soon.
    • The task force started a shared document with questions that can be asked by the task force “communication liaisons” to the committees they will be working with to find out what the committees believe are the most pressing Primo VE issues.
      • Will edit list reduce overlap in questions.
      • Will choose 1 - 2 questions that will be asked of all committees.
      • Will choose additional 2 - 3 questions that will be more committee-specific.
      • Answers will help determine what other topics the task force might want to work on this year.
  • Potential areas of inquiry and work for this Task Force
    • CARLI staff created a potential list of ideas (see July 8 agenda) including Local Fields, Local Resource Types, Dedup and FRBR, View Configuration settings, Central Package, Ranking Configuration, External Data Sources, and Primo VE Analytics.The following work is already in progress:
      • I-Share Union View: Planned to be released later this month. Need testing to see differences between Union View and individual IZs, “All I-Share Libraries Search,” etc. Jessica will send documentation on testing the Union View to task force email list.
      • bX Recommender: bX is included in CARLI’s Alma/Primo VE contract but CARLI staff must first complete a registration process.  Alice (LEW) and Marlee (SIE) volunteered to test when this product is available for use.
      • Custom “Hide I-Share request link” JavaScript code: The fact that the I-Share request link appears in Primo VE even when there are no I-Share holdings listed is one of the most frequently asked questions by I-Share institutions. CARLI has developed some JavaScript code that needs to be tested.  Several task force members are interested in testing the code; Jessica will send instructions to the email list.
    • Other areas of potential inquiry contributed by task force members:
      • How other I-Share libraries are using Primo VE and making it useful to their patrons (e.g., using as discovery service or taking patrons to databases individually?)
      • Testing and recommendations on direct linking in Primo VE vs. not using direct linking.
      • Workarounds for Alma/Primo VE and EBSCO compatibility issue
  • Subgroups for working on different topics were discussed as a way to divide up work based on the different expertise and interests of task force members.
  • The task force may also wish to research the decisions that have been made by other Alma/Primo VE consortia, especially those also using the Automated Fulfillment Network (AFN).

Decisions

  • Self-nominated Co-chairs are Alice Creason (LEW) and Aimee Walker (JOL).
  • Meeting schedule: Doodle poll will be sent out to the committee to determine monthly meeting schedule.
  • Monthly meeting notes taking: Christine will start, and we will proceed alphabetically by first name from there.
  • DPTF “communication liaisons” to other CARLI groups are:
    • Colin Koteles (COD) - E-Resources Management Task Force
    • Belinda Cheek (NCC) - Resource Sharing Committee
    • Lindsey Skaggs (ISU) - Instruction Committee
    • Marlee Graser (SIE) - Technical Services Committee
    • Christine McClure (DPU) - Public Service Committee
    • Amy Killebrew (COL) - Collection Management Committee

Tasks Assigned

  1. Amy M. - Doodle poll to set up monthly meeting schedule
  2. Amy M. and Jessica - Add communication liaisons to their respective committee email lists and provide them with additional information about the role.
  3. Jessica - Provide testing documentation and instructions to task force for I-Share Union View, bX,  and “Hide I-Share request link” Javascript code.

Meeting Dates and Deadlines

  • To be determined