Governance / Reports & Meeting Minutes / Discovery Primo VE Committee: May 10, 2023

Discovery Primo VE Committee: May 10, 2023

Members present: Allan Berry (UIC), Andrew Belongea (COL), Colin Koteles (COD), Lindsey Skaggs (ISU), Marlee Graser (SIE), Matt Short (NIU), Rachelle Stivers (HRT), Aimee Walker (JOL)

CARLI Staff Present: Amy Maroso, Jessica Gibson

1. Review and approve previous minutes

  • Minutes approved

2. Sub-Committee Reports

  • Dedup/FRBR
    • No updates, on hold until FY24
    • Still working on Bible issue which is still on CARLI’s plan to complete this year
    • Lindsey interested in joining FY24
  • Local fields
    • Local fields in 2 phases: the first phase contains 5XX, 6XX, and 9XX fields that do not require indexing of the bibliographic records; the second phase will be the more complicated fields that require normalization rules to configure and reindexing of associated bib records
    • Phase 1 has been configured in the sandboxes and once testing complete can be pushed out to all institutions for use in production
    • Institutions can choose which fields to add to full display and/or brief results and need to select whether or not to index for search
    • Next steps are to push out to all institutions and decide how to educate/promote. Some documentation exists on the CARLI website.
    • Holdings fields also configured in the sandboxes
    • Committee feedback was that an overview showing end results and walkthrough of process, followed up by CARLI documentation on process is the best way to educate members. This could be done through short videos posted to CARLI website.
    • Sub-committee will meet again to discuss promotion/education based on feedback from committee.
  • Local resource types
    • Configured new audio and visual local resource types in the sandboxes for testing and they look good initially.
    • May release added some changes to local resource types which sub-committee/CARLI are investigating how this will impact current work.
    • Jessica will mention in 5/11 Office Hours discussion of May release highlights.
    • Close to promotion/education step
  • Usability best practices
    • Met with Christina and Michelle from Bradley to discuss their usability testing findings
    • Scheduled webinar July 11th from 1-2:30pm.
    • Panel presentation/discussion of common pain points and potential solutions based on UX principles, best practices, and practical experience
    • Committee members should add their own pain points to shared document for consideration
    • Sub-committee will find ways to encourage interaction and foster discussion among attendees

3. Ex Libris Idea Exchange

  • Lindsey sent out call for participation to PrimoVE-ig email list and has seen some increase in numbers for the highlighted Idea Exchange ideas
  • Lindsey will send to other email lists as well

4. New Business

  • One more meeting with this iteration of committee where we will elect chair/co-chairs for next year
  • Allan will draft end-of-year committee report and send to committee for review. Due May 31.