2017-01-13 RM Notes

Attending:

Absent

Topic 1: New UX designer

Filip introduced Simone Møller, a new designer who will be working with him on FOLIO
Simone is also based in Copenhagen
She will be working on resource access and resource management
In the long run, she may begin to take the lead on specific areas of work

Topic 2: ER&L meeting

The group agreed to use the space that has been booked at ER&L on Sunday, April 2 from 1-5
1-3 will be an RM SIG meeting
3-5 will be an open house where conference attendees can drop in to learn more about FOLIO and see demos of the work that has been done so far.
The open house will be fairly informal, as people will be filtering in and out throughout the afternoon
Kristin, Kim, and Eric will all be available to assist at the event
Dan will be in town too at that point if additional help is needed
Lynn will handle logistics, including trying to get the open house on the official conference schedule and getting an attendee list to email about the event
Kristin set up a Google doc to start collecting relevant info: https://docs.google.com/document/d/130c5BA_wO-63JxqhVbz4IIRF28pwUnN9RWxOxP1VSLY/edit

Topic 3: Are there parts of the RM workflows that should be documented on their own?

Filip wanted to know if there were sub-workflows within RM that would be useful to document on their own
The group decided that the existing workflow assignments will cover most of the use cases we care about
We may need some additional documentation on access and discovery processes, especially KB work
Access work is mentioned on the initial purchase workflow, so we're thinking that this should cover that area for now

Topic 4: Initial sketches

Filip showed some initial sketches of RM functionality
These included a selection app that would allow selectors to pull together many different sources that support finding and evaluating items to purchase
This functionality is outside the current scope of the RM SIG, but it's a starting point for the RM lifecycle
The group provided some feedback:
- For serials, there are only a few places to buy most resources, so this may not be a high priority
- For books, integration with book jobbers would be important
- It could be a helpful way to request quotes for resources that don't have a list price
- It would be nice to have wishlist functionality built into this module
- It would also be nice to connect with data from other areas, including ILL, usage, and trial feedback

The next meeting will be Jan. 27.