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*2016-10-18 RM Notes

*2016-10-18 RM Notes

Apr 07, 2017

Action items

Jacob will talk to EBSCO about sending a rep to our f2f meeting
Kim will send information about logistics for the f2f meeting, including hotels
Jacob and Filip will draft an agenda for the f2f meeting
Paula and Jacob will coordinate a set of interviews at Texas A&M
The group will review the GBV/HBZ requirements catalog for items related to acquisition and ERM (Section 3.3)

Focus groups

  • The FOLIO Forum that Jacob presented about research methods generated a lot of comments and discussion

  • He would like a better way to collect more feedback on the topic

  • Jacob is planning to conduct two focus groups with up to 10 people each to further discuss research methods

  • He will work with the Facilitators group to plan and set a time frame for these sessions

Direction for RM group

  • We returned to the discussion about splitting into two groups: scholarly communications and business operations

  • For the business operations group, Filip Jakobsen would probably take over the leadership role from Jacob

  • Jacob would lead the scholarly communications group and help facilitate communication between the two

  • At least one functional expert will need to be present on both groups

RM f2f meeting

  • The in-person meeting of the RM group has been confirmed for Nov. 29-30 at MIT in Boston, MA.

  • The goal of the meeting will be to discuss concrete requirements for an RM (and ERM) solution

  • Confirmed attendees include:

    • Jacob Jaskov

    • Filip Jakobsen

    • Kim Maxwll

    • Kristen Martin

    • Kristen Wilson

    • Eric Hartnett

  • The group also agreed that the following people or roles would be beneficial to have present:

    • Marc Johnson

    • Someone from EBSCO

    • Someone from Index Data

  • We discussed topics stemming from Jacob's work that will need to be explored in a practical way

  • Potential topics include:

    • The role of a community knowledge base for metadata, catalog records, etc.

    • The role of EBSCO in supporting shared metadata

    • The role of GOKb in supporting or informing shared metadata

    • Other types of metadata we are interested in sharing

    • The results of Jacob's Charleston pre-conference

    • Functional matrix requirements

    • The requirements catalog produced by GBV and HBZ

    • How to better collect and make use of usage data

Jacob's visit to Texas A&M

  • Jacob is planning to visit Texas A&M the week of Nov. 7 to conduct interviews

  • He is aiming to talk with faculty, students, ERM librarians, and scholarly communications librarians

  • Jacob and Paula will coordinate the visit

 

 

 

 

**Please note special time at 7:30 CT/8:30 ET/2:30 Denmark** The regular meetings for Oct. 14 and Oct. 21 have been canceled.

  1. FOLIOForum online focus groups

    1. Jacob out of town last week, will do focus groups at a later date, to work with Facilitators group on setting definite time frame. Jacob continuing to look at white boarding tool.

  2. In-person meeting

    1. Filip will be joining RM group to help move from abstract to more concrete proposals. Want to take into account bigger picture and more concrete.

    2. Who should be coming from Index Data? Marc Johnson from K-Int. Is Index Data ready to move forward?

    3. Who from EBSCO should be here? - Jacob will reach out.

    4. Current functional specialists to attend: Kim Maxwell, Eric Hartnett, Kristen Wilson, Kristin Martin

    5. Kim will send hotel information

    6. Jacob and Filip will put forward an agenda. To be discussed Oct. 28.

    7. What of the big picture is relevant to us? What decisions do we need to make?

      1. e.g., Community Zone in Alma - can we do something similar? can we do something more open? what are our assumptions?

      2. How do we manage and include linked data within FOLIO?

    8. Scan of products out there

      1. 1Science: search metadata to find Green/Gold OA articles

      2. TIND: ERM and data model branched off from OLE work

      3. GOKb: what worked and what are the challenges?

    9. What types of data should we be managing beyond monographs, databases, and journals?

    10. What kind of outcome does Index Data need to begin coding? - Filip can draw up concrete prototypes.

    11. How can work done by German consortia help inform our discussion?

    12. Kinds of issues: usage statistics support

  3. In-person interviews with both researchers and librarians

    1. Talk to Alma and OCLC Worldshare users

    2. Talk to Mendeley and ReadCube users

    3. Jacob sent list of interview questions. Bruce Herbert at TAMU will set up date for interviews. Looking at Nov. 7-11. Monday-Tuesday with researchers, Wednesday with Scholarly Communications, Thursday with RM.

 

Should Resource Management be split into two groups? Filip lead the concrete part. Jacob lead the bigger thoughts. Could Paula serve on both groups? Concrete steps need to be related to big picture issues.

New group at MIT reviewing different LMS/ILS/LSPs. FOLIO is one of several systems

 

Action items:

  1. Jacob will reach out to EBSCO to see about representative for in-person meeting.

  2. Kim will send out hotel information.

  3. Jacob and Filip will come up with preliminary agenda for discussion on Oct. 28.

    1. May want to invite someone from Cornell, depending on agenda

  4. Paula will coordinate interviews the week of Nov. 7 at TAMU.

  5. All: review the HBZ/GBV Requirements Catalog 3.3: Acquisitions and Selection: https://www.ole-germany.org/display/OLE/b.+Erarbeitete+Anforderungskataloge

    1. What is foundational? What should we work on first?

    2. Are there other requirements that we would need?