2017-03-31 RM Meeting notes

Ann Crowley, from Cornell, joined RM group.

Recordings: Ann Highsmith from TAMU has offered to move recordings to Google Drive. Kristin M will include links from notes to recording.

Resource Management Prototype Demo

• This is a preview of what will be displayed at the ER&L Open House

Filip provided demo of mockup site. Previously, had one big prototype, but have now come up with solution to have multiple people working on different parts of it simultaneously. Filip will create sample video runthroughs. Current prototype has calendar, circulation, etc., accessible through icons across the top. In to-do app, he shows mailbox system, purchase suggestion field, bibliographic/acquisition information field, notes field.

"Manage list logic" button leads to task control app, where one can control how specific messages, specific actions, vendor contacts, etc., are assigned. Allows individuals to control how tasks are assigned to them. They can still be dragged to other lists, if the automatic assignment was incorrect.

"Bibs", "items", "licenses" - different apps, but with connected information between them.

"Contacts" app has similar notes section to previous apps. Also has "related content" field for emails and more.

"To-do" and "workflows" are more complex than previous apps. Filip has sketched out some other apps, but not created prototypes yet. But they will use similar layout.

Layout, videos, downloads to be delivered by Sunday 1pm, Central, to Kristin Martin. They'll still have 2 hours to review before presentation. Kristin will create overview slides to describe process, background, etc.