UX/UI and FM – notes, October 26, 2016

Owned by Lisa McColl
Oct 27, 2016
3 min read

Participants

Charlotte Whitt (Index Data), Lisa McColl (Lehigh), Andrea Loigman (Duke), David Larsen (Chicago), Eric Harnett, Maria Grzeschniok (hbz), Michael Winkler (OLE), Peter Murray, John Ballestro (TAMU), Kirstin Kemner-Heek (VZG), Kristin Martin (Chicago), Maike Osters (hbz), Martina, Roswitha Schweitzer (hbz), William Weare (TAMU)

_______________________________________ 

Roswitha Schweitzer and Kirstin Kemner-Heek gave a presentation entitled “Requirements for Next Generation Library Management Systems.” The recorded presentation is available for streaming and download:

File size: 49.3MB
Duration: 47 minutes

    • Streaming recording link:

https://indexdata.webex.com/indexdata/ldr.php?RCID=9a8cd0604cfe286a013eca30edb5b1d5

    • Download recording link:

https://indexdata.webex.com/indexdata/lsr.php?RCID=a474d58ff178cc414e25606ef8b961c3

 

The presentation described the efforts of VZG and hbz library management system teams to codify academic and research libraries’ ILS needs and expectations. They have compiled their outcomes into a publicly available document. The current version of this catalogue of ILS requirements can be found here: https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5513111. It is available in German and English.

Roswitha and Kirstin discussed the methods used to create this catalogue, sources used, the results of their efforts and next steps. The presentation ended with time for questions.

 

Kirstin asked specifically if the group could give feedback, if the catalogue is helpful, if it could be used as a gap analysis tool, and whether anyone in the group thought something needed to be added based on the UX/UI Functional Requirements sheet.

Andrea said that she thought on the whole this was terrific, but she needed time to understand the content. Kirstin readily understood. Roswitha noted that the catalogue is intentionally granular to make it easier to respond to by giving readers the opportunity to group like concepts together if needed, rather than having to tease apart larger concepts.

Lisa asked if this catalogue was used during their OLE implementation. Kirstin responded that it was, and that the OLE implementation informed the creation of this document.

Charlotte asked Roswitha and Kirstin how they were actually able to apply the ranking system that they used to identify the importance of each element in the catalogue.  Roswitha noted in response that relevancy is very dependent on the library assessing it. She added that the catalogue rating is “only a proposal” and they are still open to feedback. Kirstin further added finding general defaults for a product that can be used in most libraries is problematic, and that there were lengthy discussions over the ratings during this document’s development.

Andrea then asked Charlotte how much of the catalogue could be gathered into the UX/UI group’s Functional Matrix. Charlotte responded that many of the entries added by Mika and Maria came from this catalogue. Maike stated that the core requirements in particular were examined by her and Maria. Charlotte then proposed the idea of creating a crosswalk between the two documents.

Kirstin and Roswitha both emphasized that they are very interested in receiving feedback.

Kristin Martin pointed out that the spreadsheet available is a protected document and therefore inflexible to viewers in terms of editing or even resizing columns. Kirstin said they are working on a system to ingest feedback, but the spreadsheet can be made available with more flexible permissions. Charlotte said that it would be relevant for the UX/UI group to receive a copy of the catalogue spreadsheet with which we can work.

Lisa asked what, if any, relationship there was between this document and current FOLIO development. Cate from EBSCO responded that the document had been referred to already in the development of the first app, User Management. She anticipated it would be used more as app development continued.

 

Charlotte thanked Kirstin and Roswitha and the meeting concluded.