2017-07-21 RM Meeting notes

Minute taker: @Ann-Marie Breaux (Deactivated)

10 min

 Announcements

1. Kristin Martin out today, so Ann-Marie is convening.

2. The Codex WG continues to meet during the MM SIG meeting time on Thursdays. 2 hour meeting yesterday, and likely a 2 hour meeting next week. Any RM SIG people interested in the Codex can attend the meetings or keep up with the notes. See the 7-13 and 7-20 MM SIG meeting notes at Meeting Minutes for Metadata Management

3. Next week's agenda:

   1. Harry Kaplanian will go over the acquisitions deliverables for v1. (insert link for the Excel file after PC meeting)

   2. Stacks will provide a list of workflows that will be developed for v1

   3. Summary discussion of second Stacks work packet https://drive.google.com/file/d/0B77TkZeXaXyqcEMxNFZhZksteVU/view?usp=sharing

   4. Prep for third Stacks work packet

30 min

Demo of new prototypes for workflows and to-dos

@Filip Jakobsen

See http://ux.folio.org/prototype/en/workflows. Filip will record a video later today and post on Discuss.

Even before the video is out, you can click the “Comment” button on the link above to add comments / ideas / advice on the concept

• Workflow steps could be things like

  • Fill out forms

  • Rudimentary programming/querying

  • Keyboard shortcuts

  • Alert a person to do something

• The workflows app may start fairly simple (moving some task along a workflow, and telling people about work they need to do) and then become more automated and more complex as time goes on.

• A lot of workflows that are a culmination of automated steps and then stops for a person to have to do something. There’s value in starting to codify those steps, with an eye toward more automation down the line.

• Workflow app will have lots of uses in acquisitions. Maybe start with some of the easy parts of acq workflow, e.g. statuses

• Other Acq-related workflow ideas

  • FTP invoice file and park it in a holding area, then alert someone in the library that it’s ready for action

  • Keep track of the licensing steps and be able to push a license along a flow of people/departments, but not until certain steps/criteria have been fulfilled

60 min

Order Physical Monographs - Happy Path Work Package Review

All work packages and slides are here:

https://drive.google.com/drive/folders/0ByKXfvKzMDq-SldKV1BITkdSOFk

Previous weeks' work packages will be PDF'd with their comments included. Current work packages will be open for comments.

Please be sure to read the Document Overview section of the work packet, since it will change from week to week. The newest packet's Document Overview will include not only context for this week's work, but also feedback on how previous comments have influenced the latest work. 

@Leah Elzinga

VERY CRITICAL TO COMMENT ON THE WORK PACKET AS QUICKLY AS POSSIBLE. WORK WILL MOVE FOWARD REGARDLESS, SO IF YOU WANT YOU COMMENTS INCORPORATED, BE SURE TO REVIEW THE WEEKLY WORK PACKETS.

• This week's work packet (# 2)

  • https://drive.google.com/drive/folders/0ByKXfvKzMDq-SldKV1BITkdSOFk

  • This week’s packet: 

    • Library is ready to order items, and need to create the order

    • Still working on ordering physical monographs, but this portion is smaller and more focused

    • Start with PO having been created or not, and whether that PO needs to be sent to the vendor or not

    • No swimlanes this week; just focusing on the end user tasks, and just a very specific one this week

    • No “happy path” designation this time; now including more options/decision points

  • Miscellaneous

    • Vendor file & Fund accounting will be part of the Stacks work

    • Stacks will not be done after v1; will be planning for additional versions

    • Martina: workflows are very complex and different from library to library, workflows need to be linked with each other where it is necessary and convenient to use

    • Stacks will provide a list of the workflows that will be covered during development