2020-08-27 Resource Management Meeting Notes

Minute taker?

@Abigail Wickes

Announcements/updates

• Planned revised release schedule for FOLIO from Capacity Planning Team

• FOLIO vision/strategy work is underway

• Expense classes User Acceptance Testing

  • The feedback form is open through Tuesday

@Kristin Martin

• Planned revised release schedule for FOLIO from Capacity Planning Team

  • Recommendation to shift to 3 releases/year (~March/July/November) now that product has been implemented many places; implication moving Honeysuckle release to late Nov.

  • Positive feedback from Duke, hopefully more time to work on features rather than releases

• FOLIO vision/strategy work is underway

  • Subset of Product Council + a few others; first meeting this week

• Expense classes User Acceptance Testing

  • The feedback form is open through Tuesday—feel free to test if today’s meeting runs shorter!

Statistics Working Group

@Laura E Daniels

• Forming (probably short-lived) working group to work on tracking productivity statistics

  • Many of institutions already track this using MARC (Cornell uses 948 field), but also considering Acquisitions Functions, (e.g. checking added volumes/withdrawals…) what kind of cataloging was done by individuals or in batch; goal to track this in FOLIO w/out using MARC, so RM perspective would be very helpful

  • Productivity stats useful for tracking who did what (intentionally) if questions come up, and reporting on technical services activities as a unit

    • Owen S.—individual stats handled differently in Europe w/r/t privacy issues, whereas overall reporting is more of a universal need

  • Investigate and develop short-term solutions with existing functionality and consider long-term potential solutions as well

    • Consider what is tracked automatically already vs. what is actually reported (e.g. one update to a record might be edited and saved a few times, but would only want to count overall activity as one update)

    • Julie B.—envisioning some of this tracking via Reporting-SIG; how would this group differ?

      • Laura W.—Reporting-SIG would put together requirements for report, Productivity Stats working group would ensure the data is there for reporting

    • Kristin M.—guessing metadata side of reporting will be more complex than RM, considering different levels of cataloging—lots of information should already be there

    • Lloyd comment—would this be a manual process where people choose to record the information or not?

      • Laura W—group needs to decide

    • Martina S.—not allowed to track individual productivity in EU, need to be able to opt out; currently using common log-ins with colleagues as a workaround; hope to be able to disable in future

    • Kristin M.—one purpose of tracking RM work in US is for auditing

    • Owen—concerns about introducing something new that some libraries would have to work around, but understand that some libraries would want this information; solution should be optional rather than compulsory

    • Sarah C.—would be helpful to bring up with ERM working group; often important to know whether changes were done by individual or system—added to implementer Wiki page for further discussion

    • Laura W.—RM tracking sounds less complex, but will create a space in Wiki for RM use cases which will be very helpful starting point

    • Would be good for someone under EU regulations to participate, or at least be consulted

Acquisitions updates/implementation questions?

N/A