2022-08-26 Discovery Functional Committee Meeting

10min

Committee member introductions

All

30min

Priorities for AY 2022-23

@Ian Chan (Unlicensed)

2022/23 DFC Priorities - DRAFT

Evaluate Primo VE

We should evaluate Primo VE and assess whether it offers improvements over Primo Back Office. The CSU Libraries elected to migrate to VE because of Ex Libris described it as offering greater functionality over BO and solutions to problems found in BO.

Discussion

• There has been feedback describing performance issues with VE.

• How will we use the findings from the evaluation?

• When framing our questions, we should keep in mind that shortcomings or missing functionality might not be attributed to differences between VE and BO.

• Should survey have one broad question or address the major areas of Primo (e.g. user interface, search engine results, and other areas)?

• What issues carried over from BO to VE?

• A survey addressing Primo positives and negatives, separate from ULMS satisfaction survey, would be helpful in addressing issues with Ex Libris.

• The survey results would also be useful in comparing findings with peer institutions and coordinating discussions aimed at seeking improvements from Ex Libris.

Establish Test Sites

Establish 2-5 campuses that can monitor release notes and test new discovery features when available. This was proposed by Christian Ward to the ULMS Steering Committee.

Discussion

• The committee is supportive of this proposal and members indicated strong interest in participating.

• Christopher Novak, @Hannah Lee (Unlicensed) , Julie Shen, and Keven Jeffery have offered to participate.

Update Wiki Content

Some pages in the Discovery area of the ULMS wiki require updates and possibly pruning.

Discussion

• One example is the Primo VE Known Issues - Not updated as of August 2022 page. Others might include pages found within the Primo VE Customization section.

Apply Findings from UI/UX Evaluation

Discuss findings from UX studies such as those conducted by Gabriel Gardner and Heather Cribbs, and provide a set of recommendations.

Discussion

• How does filter usage compare across campuses?

• How do CSU library websites direct users to Primo?

• How have campuses elected to include/exclude and expand/collapse facets?

• Should we consider A/B testing?

• Should we compile a list of Primo-related UX studies that have been completed, are under consideration, and in-process?

• Ex Libris conducts UX testing but does not have the capacity to conduct studies that would replicate the scope found within the CSU consortial and campus environments.

Address uResolver Matching Issues

Many consortia campuses are reporting records with uResolver matching issues. These include: 1) over matching of results, 2) under matching of results, 3) different format matching, and 4) title matching issues.

This priority is one of the three top issues presented to Ex Libris last Spring. Committee will address this at next meeting.

Address Features Not Working as Expected

Features are not working as expected or as we understand them to work. For example:

• LC subject browse does not return expected results,

• Date Newest facet only works when specific metadata is present in records, which is inconsistent in CDI and Alma records,

• Search within journal feature is nice, but only works when ISSN is present and can only be disabled using CSS,

• Ranking configuration still eludes many campuses in the consortia, and

• Performance issues with indexing, front-end load times, and feature activation.

This priority is one of the three top issues presented to Ex Libris last Spring.

It would be most helpful if campuses can describe the negative impact on their users.

Committee will address this at next meeting.

Investigate Improvements to Analytics Gathering and Analysis

This priority is one of the three top issues presented to Ex Libris last Spring. Committee will address this at next meeting.

5min

Plan meeting schedule

@Ian Chan (Unlicensed)

Committee in agreement on meeting once a month on Fridays at 1PM.

15min

Plan open forum(s)

@Ian Chan (Unlicensed)

Open forums will be planned as we finalize work plans for each priority. Topics would include results of VE evaluation survey, summary of UX studies, Primo Test Sites, and other topics.

5min

Vice-Chair nomination and appointment

@Ian Chan (Unlicensed)

Keven Jeffries is willing to serve as vice-chair. Committee whole-heartedly supports and appreciates his acceptance of this role.