Discovery Primo VE Committee: April 3, 2024

Members attending: Andrew Belongea (COL), Allan Berry (UIC), Colin Koteles (COD), Matthew Short (NIU), Lindsey Skaggs (ISU), Laura Spradlin (IWU), Nathan Thebarge (TIU), Aimee Walker (JOL)

Members absent:

Staff attending: Jessica Gibson, Amy Maroso

Taking Minutes: Andrew Belongea

Next up: Allan Berry

1. Review and approve previous minutes (March 6, 2024 meeting minutes) - Andrew moves to approve, Lindsey seconded
2. Standing work updates
   • Local resource types (Andrew)
     • Clean up is ongoing, Ted just pushed out a new series of reports
   • Local fields (Matt/Jessica)
     • Went through Orbis Cascade documentation
       • Local field 55, description of work, needs more consideration. Looking for ways to break out into multiple fields.
       • Looking to release fields soon, but some additional review is needed.
       • Jessica identified some fields that we had worked on that Orbis Cascade may have done better. Considering taking their code and using that instead. For example, 245 $c truncating statement of responsibility. Also liked how they used a local field to have everything be indexed, bypassing the indexing limitation.
   • Dedup/FRBR (Jessica)
     • Nothing new with Dedup/FRBR since the big Bible change. Next steps would be looking at changing out of the box dedup and FRBR keys.
3. June Search Ranking / Resource Recommender / Showcase Feature webinar
   • Confirm June 11 date
     • No objections to the June 11 date.
     • Discussion of time for webinar. Laura pointed out that the last webinar time was 11. Agreement for 11:00 - 12:00 time with an extra half hour for questions.
   • Confirm presentation structure/work assignments
     • Colin proposes that he make a shared presentation folder with a presentation outline.
     • Suggestion to start with the resource recommender. Talk about what Colin has done at CoD. Looking to get feedback from faculty about implementation. Andrew will also talk about how Columbia has used resource recommender to highlight research guides. Next section would be search ranking. Laura will talk about how she approached testing the ranking results at her institution. Third section, Colin will outline the (maybe not quite ready for prime time) showcase feature. Talk about how it takes some technical know-how to implement. And point out limitations of the tool while highlighting other options - e.g. resource recommender or collections.
     • Lindsey asked if more participation from the group is wanted. Colin pointed out that more input would be welcomed so that we don’t just get one perspective on these tools. Lindsey suggested that demonstrating how different institutions are using such tools is really useful.
   • Presentation title
     • Colin likes Aimee’s suggestion of “Elevating” in the title.
     • Tentative title: Connecting to Your Best Stuff: Elevating Resources in Primo VE.
4. Primo Analytics
   • See notes from last meeting
     • Potential topic for fall presentation. Colin asks the group at this point if we keep this on our minds or have a specific conversation right now.
     • No specific discussion by the group. Group agrees to keep the topic in mind as a tentative subject for fall presentation.
5. New business
   • Confirm membership “re-ups”
     • Reminder to fill out form to members who are rolling off
     • Andrew and Allan both made a verbal commitment to re-apply
   • CARLI needs to plan in next year’s budget for any in-person events that CARLI Committees may want to have in FY25. Does this Committee foresee having any in-person events between July 1, 2024 and June 30, 2025?  (The answer today is non-binding and for planning purposes only. “No” is an acceptable answer; Committees are not required to have in-person events.)
     • Jessica explains that the pandemic removed in-person meetings from the CARLI budget. There has been increased demand for in-person meetings.
     • Is there a desire for this group to host/sponsor in-person events? (not meetings of the committee itself)
     • Colin discusses how the LEEP model which did that in-person meeting before scattering was valuable.
     • The group agrees that the webinar format works best for our topics.
6. Adjourn
   • Nathan moves to adjourn, Laura seconds.