2017-02-24 RM notes

1

Minute Taking/Housekeeping

@Kristin Martin

2

April 12 RM SIG Prototype Forum

• relationship to ER&L Open House?

@Eric Hartnett

• Should have prototype ready from Filip

• @Kristin Martin and @Kristen Wilson will present at April 12 forum.Kristen will miss the open house at ER&L

• Kristin will try to schedule a meeting with ER&L participants on March 20 or 21.

• If you are going to ER&L and can be involved in Open House, please respond to Doodle Poll: http://doodle.com/poll/excr8cs8e64zmu8zc75cx33k/admin#table

3

Further discussion of design sketches

@Filip Jakobsen

Workflows: (Note, these will be general workflows. Will be able to set up a workflow that works between different apps/different libraries.)

• want steps to be assigned to individuals and groups (a person in a group can claim in)

• Reporting based on workflows admin view (where do things get stuck, who isn’t doing their work)

• Want ad hoc and flexible workflows. Include ability to skip/cancel.

• Could have two workflows attached the same trigger

   

Contacts

• Is there an easy way to dump in contact information?

• Global contacts file? OCLC has this. Should speak with someone who users OCLC and Alma.

• Archive old contacts (ie: keep it current)

Collections

• Discuss on separate meeting to review

• Ties into Marc’s work and the Kabalog. How do you manage global vs local.

• Key is to limit the number of places you have to update.

Licenses:

• More relevant when we understand collection

To-Do list (Task assignment)

• Workflow engine is able to notify people of their tasks, but people need to view the tasks.

• Individual receiving tasks should be able to organize as they see fit and be able to assign to someone else.

• How do you handle items assigned to group - need to indicate who “takes” it. Delegate or grab for yourself.

• Ability to “snooze” tasks, mark as unread, delete, OOO, etc.

• Set ticklers for a task to start at a certain date