Attendees

Discussion items

Item	Who	Notes
Minute Taker	Martina Tumulla
FOLIOForum: Resource Management in FOLIO: A First Look	Kristin Martin and Kristen Wilson	Reminder this is next week on Wednesday Kristen and Kristin are presenting next Wednesday, showing Filip's work, prototype and slides from ER&L in a longer format.
ER&L FOLIO Open House Debrief	All who attended ER&L	RM SIG Open House: 2 April 2017 8 SIG members, 25 non-SIG attendees Successful meeting at ER&L, appreciated Filip's work, good feedback Kristin gave a quick intro to FOLIO and RM SIG Showed Filip’s prototype and parts of the videos, especially for workflows and task lists Workflow features were receives well at ER&L, Workflows within the system and Checklist/reminders for workflows outside of the system Workflow to generate reports to evaluate Suggestion workflow to be imported from other institutions, being able to identify the best workflows or tagging them, Questions Circulation prototype – is it further along? How integrated with OCLC is it? (KEM comments: not clear how circ relates to OCLC?) We know we need to work effectively with all the other systems that are important to libraries. Linking out to OCLC will obviously be important Want electronic resources to be automatically activated in KB for access Infrastructure behind the to-do lists: will it gather metadata and KPIs (Key Performance Indicators) so that performance can be tracked? Workflow from a management perspective - measuring the tasks based on the information on workflows and chance of evaluating and adjusting the workflows. Help manager tweak the workflow to make the time expectations more realistic; automatically send reminders if KPIs are missed; allow manager to reassign tasks. Have workflows at managerial overview level and at an individual level Benchmarking Getting reports and stats without an SQL person, in very small shops Reporting SIG: not much work to date; some folks used to doing own reports, but some need easy-to-run reports; in the roadmap Have a reports store where community members can draw on reports that others have created Can workflow have tasks that move out of the system – like having a step that says “go to EZ Proxy and set this up” Workflows: some things will be steps in the system that it does; some will be checklists, e.g. Send license to Legal One library uses SharePoint Task Manager: EBSCO renewals; would like to be able to set future dates for reviewing each account in FOLIO, without having to go into SharePoint Be able to search lots of workflows in the workflow store without having to scroll through every individual one Part of an implementation may be to figure out which default workflows to start with A lot will be controlled by the permissions related to individual staff members “Really pretty and something that I would want to start working on immediately” Love the idea of e-mails and CRM integrated into a library system How do you deal with the privacy issues around trouble tickets What if all e-mail ends up in the system, and you’re just trying to find the one important one Be able to use a ticketing system, perhaps with a triage unit who would assess the tickets and route properly for resolution General ER&L Comments Recognition in FOLIO is high People are ready to move beyond the general to see specific and want to see feature development as opposed to only abstract ideas Some concern about sustainability of project Filip posted the video UX Sketches: Resource Management concepts iteration on discuss. More to come soon.
Review of Invoicing Activities: https://docs.google.com/document/d/1v0FCu9y8oPa0SaogL6j8HdbQq7eSX8E48Vx-UVSfijw/edit	All	The invoicing activities document will be discussed by invoice experts: Anne Campbell, EBSCO Ann-Marie Breaux, EBSCO Scott Perry, Chicago Martin Tumulla, hbz Kathryn Harnish, Leap Forward Consulting Kristen Wilson, NCSU [Individuals from TAMU and Duke] Maybe on Friday 21st or on a separate meeting.
Next week: hold meeting?	All	No Meeting on Friday 14th due to Good Friday.
Other?

Action items

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