2019-07-19 Meeting notes

2019-07-19 Meeting notes

Date

Jul 19, 2019

Attendees

  • @Kristen Wilson

  • UMass Amherst

  • @Julie Brannon (old account)

  • @Dennis Bridges

  • @Martina Schildt

  • @Caroline Schmunck

  • @Martina Tumulla

  • @Nicole Trujillo

  • Lucinda

  • @Virginia Martin

  • @Heather Thoele

Discussion items

Item

Who

Notes

Item

Who

Notes

Minute taker?

@Kristen Wilson

 

Announcements/updates

 All

None

Personas discussion

@Dennis Bridges

  • Personas are fictional people filling roles we believe users will play in the system.

  • Persona goals include:

    • identifying motivations and pain points

    • building context and understanding with developers

    • mitigating bias that comes from working from one's own perspective

  • Within FOLIO, personas can be referenced in SIG discussions and Jira features, and used to inform documentation

  • At the F2F in Washington, a small group came up with a few RM personas – there was a lot of consensus about what the personas should be.

  • How many personas should we aim to create?

    • There's no specific number, but it should be few enough that we can remember who they all are 

    • Based on Dennis's initial roles, we might have 8-9.

    • Ideally we should leave room for them to evolve

  • Should we capture persona preferences or problems – e.g., I need the system to be fast, or I need to understand my serials budget?

    • These should be part of the feature description, not the persona

  • What is the context for implementing personas throughout FOLIO?

    • Consensus in Washington that these are a best practice.

    • A lot of our features already make reference to generic personas like "user" or "admin."

    • These terms are not well defined and could mean something different for everyone.

    • We probably won't rewrite older features, but use the personas moving forward.

    • POs can reference them in Jira stories, SIG can use them to guide discussion.

  • How would we go about defining our personas?

    • Initially we might start with a role-based perspective

    • Approach #1: Break up into small groups each charged with writing up personas for 2 or 3 user roles. Review with the RM SIG

    • Approach #2: Empower the small group to do the initial draft.

    • Approach #3: Ask the PO to do the initial draft.

    • Approach #4: Collect info from libraries via a survey or other activity

  • Timing and logistics

    • This is important and represents an opportunity, but it's not urgent

    • The small group can start to work on this, maybe not right away

  • Next steps

    • The acquisitions small group will write 3-4 initial personas

    • Candidates for the initial group include:

      • Manager

      • Superuser who does a lot of different tasks

      • Specialized user who does a single task

      • Someone outside the department

Next meeting

 

Dennis will present an update about renewals and ongoing orders

Action items