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Minute Taker | @Virginia Martin | |
Housekeeping - Zoom meeting and Google Drive | @Kristin Martin | Kristin Martin demonstrated how to take minutes in the wiki Switching from WebEx to Zoom meeting which OLE has subscribed to for our meetings now. Updated call-in information will be posted to the RM wiki and you should also be receiving an invitation from Holly Mistlebauer. Holly Mistlebauer and Kristin Martin can help with any issues with accessing OLE/FOLIO Google Drive folders and files.
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Resource Selection TG: Verification of membership and scheduling of first meeting. Current Draft here: https://docs.google.com/document/d/1QJ_ysHijoQESdvD6eyzTpihm8aSW0CBayIykmfdFP6U/edit | @Kristin Martin and @Eric Hartnett | |
Order and Material Types: https://docs.google.com/document/d/18nnVgPOZgOoQCn3XdHG5aQdbWN3oh-wap9uQMzW13G0/edit Update on where we are and who will finalize this document | @Virginia Martin, @Former user (Deleted) | Updated Order and Material Types document: https://docs.google.com/a/uchicago.edu/document/d/1SaRD3OuF7u6YgRuZzuTW7Y3Ru-dlDjyaooUcDh-PFj8/edit?usp=sharing May need to add information about DDA STL programs – @Bill Verner will locate documentation from Duke’s previous program Orders need to be able to be attached to more than one record type – e.g. packages, platforms, etc. @All – review revised document for next week Discussion of what we should hardcode and what we should leave flexible/open for customization at each library (specifically with order status)
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CRM subgroup update. Folder is here: https://drive.google.com/drive/folders/0ByKXfvKzMDq-MGU1UmpSMWU5dzA | @Kristin Martin, @Michael Winkler, @Peter McCracken@Eric Hartnett | Subgroup discussed what they like and dislike about current ticketing systems Overview of CRM market – dozens available and no consistency about what is being used across different institutions / libraries Integration with other systems – e.g. Outlook and Gmail (email integration is key) Export options for data Vision: lightweight system integrated into FOLIO where it could be integrated into an outside system (e.g. a true CRM) but that libraries who don’t need a more complex solution can use if they wish Need ability to notify to patrons of resource/platform problems in public interfaces (and staff in library interfaces) – especially about downtime for specific resources / platforms
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Email integration (doc) | @Peter McCracken, @Kristen Wilson | Email integration does overlap with CRM considerations Kristen Wilson went over a few different examples of other systems that have email integration: Trello Blackboard integration of email – email client within system – could be useful but needs to be synced with primary email client inbox as well as within system Clio plugin for Google Chrome – ability to file emails in a different system without having to leave email client
FOLIO needs good internal searching Best bet is to save all of our emails and have a good searching function so we don’t need to presort emails/identify them later for storage – need to be able to flag/star important conversations to sort out the wheat from the chaff
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