2017-04-07 RM Meeting notes

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.

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.

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.