2017-06-30 RM Meeting notes
- Kristin Martin
- Peter McCracken
Date
Attendees
- Sebastian Hammer
- Peter McCracken
- Kristen Wilson
- Steven Brown
- Martina Tumulla
- Leah Elzinga
- Bethany Greene (Deactivated)
- Former user (Deleted)
- Eric Hartnett
- Charlotte Whitt
- @Scott Viera
- Kathryn Harnish
- Lynn Bailey
- Virginia Martin
- Sebastian Weigel
- Maria Grzeschniok
- @chad smith
- Filip Jakobsen
- VBar
- Kristin Delwo
- Kristin Delwo
- John Ballestro
Recording: https://drive.google.com/open?id=0B7G8S7WF6N20ZHlVNnFDZlloSWs
Discussion items
| Item | Who | Notes |
|---|---|---|
| Minute Taker | Peter McCracken will take notes. | |
FOLIO Codex meeting next week on 7/7, so RM SIG meeting cancelled 7/7 Consideration of schedule in July. Kristin Martin out 7/14 | Kristin Martin | Next week, Codex SIG will take place of RM SIG, so no RIM SIG call next week. The week after, Kristen Wilson will take over as convener, as Kristin Martin will be out. |
Revised version of complete RM Prototype and walk-through of features
| Filip Jakobsen provided some updates, and proposed changes for how information is shared before meetings. Filip shared a new prototype site at http://ux.folio.org/prototype/en/users, which allows exploration of the prototype as it is developed. There's a video player, at "Watch Demo", which shows and describes demos of each related app. Comment space now includes information about UX iterations, on discuss.folio.org. Filip creates a new topic with each UX iteration, so people can comment as the iterations change. Also, designers will create a video before each SIG meeting, and give SIG members time to review and invite appropriate colleagues, as needed, to the weekly meeting. This will hopefully make it possible to include the most appropriate individuals more quickly. This will also make SIG meetings more accessible to those in time zones that don't match well with live meeting. Multilingual prototypes are also available through a language picker in lower left corner. Changing the language will affect many of the menus throughout the system, though a few still need to be converted. We will also have voice-overs for the video demos in other languages. The plan is that any prototype will have a video walkthrough, to make it possible for others to keep up, catch up, and know where the project stands. More apps are available in via the dropdown menu from the arrow at top center, to right of visible app icons. Kristen W asked question about how we connect before meetings – discussion list, slack list, discuss.folio, wiki, etc.? Need to ensure we're getting information about prototypes to attendees. Filip would like folks to link to ux.folio.org, as you can link to different apps directly; he would like to see people focusing on that site. Sebastian Hammer asked about uploading protoypes. Filip explained that people can upload prototypes themselves; Stacks is working on making this work effectively. Filip and Kevin have been discussing this. Starting this week, Filip will be back to working on the workflows that are relevant to RM. Kristin Delwo responded to a question from Lynn Bailey, regarding the need to keep track of what Stacks is doing and what Filip is doing in design work. Together, we need to keep an eye on scoping, to ensure prototype work and coding are developing in tandem. K Delwo said Kevin will be contributing in the same manner as Filip is starting to do. | |
Discussion of orders prototype | Former user (Deleted) | Kevin presented a walkthru of the current prototype. Simple demo of existing states, items that can be tracked thru interface. Creating ability to change view; sort by columns; modify views, as needed. Plan is to only show tables on larger screens; hard to manage tables in smaller screens. Filip talked about a way to turn tables in to cards on a small screen. Kevin said this will be doable through the preferences choice menu. The Preferences Configuration page will show one's default configuration, which one should be able to modify based on screen type/size. What's displayed here is not yet in Filip's demo, but is up at folio.stacksdiscovery.com. This work will be moved into Filip's prototype tool next week. Information shown on sample order form, where vendor, funds, notes, etc. can be incorporated to task. Walked thru example of ordering process for items, serials, subscription. Later, K Delwo clarified that incorporating this into Filip's structure might take some time, depending on speed going in each project. S Hammer highlighted importance of sticking to design plans laid out within Stripes guidelines. Standard behavior between apps and among modules is making FOLIO look v encouraging. Sebastian suggested that we try to develop displays that lean on existing behavior of prototypes - vertical panes, drilling down, etc. Important to keep consistency through development and design. Also, he sees 'card' metaphor really useful in other apps, perhaps. Perhaps use card-style display through multiple apps. "Serial" means single title; "Subscription" will be packages. Full API connection with order options is likely not v1, but will be looking to do read-only APIs, rather than push/pull APIs at very start. K Martin pointed out prior discussion about various order types, which would be useful for Stacks team to review as they put these structures into place. K Delwo said as content is published in next week or two, they'll address used terminology; this will also be a good place to put in comments about terminology, usage, etc. K Martin pointed out importance of search box for a vendor beyond just a drop-down box. Same for funds. There are hundreds and hundreds of vendors and funds at large institutions. K Delwo asked about possible default short list of funds or vendors - perhaps by format? K Wilson suggested "recently used" or "frequently used". V Martin said most people at Duke only order from specific funds (these funds vary from person to person and in total are in the hundreds, but any given person probably only orders from just a few funds), so defaults there would be good. Only occasionally do they order from other funds. K Martin asked about encumbrance and payment information; it's not yet shown in workflow. Asked for clarity on some of the financial issues. K Delwo said she's talked a lot with Leah about specifics, and that they're working through specific details to understand them as best they can before putting them into the prototype structure. Much work is going on with many different scenarios; they just need to be defined and clarified before building structure for this in prototype. Similarly, K Martin asked a bit about order hierarchy; lines etc., associated with each order. K Delwo would like to publish to Google Drive to get discussion and feedback before meetings.
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| Review of configuration for v1 | Leah shared Acq v.1 Scope of Work presentation. Leah is project manager and analyst at Stacks. Team has been analyzing tools, is trying to define scope for v1. Determine which items need immediate attention; which can be delayed. Items to be included in v1:
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