Attending:
- Kristin Martin (convener)
- D Ellen Bonner
- Former user (Deleted)
- Lynn Bailey
- Maria Grzeschniok
- Eric Hartnett
- Filip Jakobsen
- Marc Johnson
- Virginia Martin
- Simone Møller
- Peter McCracken
- Martina Tumulla
- Bill Verner
- Charlotte Whitt
- Michael Winkler
- Kristen Wilson
Absent
Topic 1: New UX designer
- Filip introduced Simone Møller, a new designer who will be working with him on FOLIO
- Simone is also based in Copenhagen
- She will be working on resource access and resource management
- In the long run, she may begin to take the lead on specific areas of work
Topic 2: ER&L meeting
- The group agreed to use the space that has been booked at ER&L on Sunday, April 2 from 1-5
- 1-3 will be an RM SIG meeting
- 3-5 will be an open house where conference attendees can drop in to learn more about FOLIO and see demos of the work that has been done so far.
- The open house will be fairly informal, as people will be filtering in and out throughout the afternoon
- Kristin, Kim, and Eric will all be available to assist at the event
- Lynn will handle logistics, including trying to get the open house on the official conference schedule and getting an attendee list to email about the event
- Kristin set up a Google doc to start collecting relevant info: https://docs.google.com/document/d/130c5BA_wO-63JxqhVbz4IIRF28pwUnN9RWxOxP1VSLY/edit
Topic 3: Are there parts of the RM workflows that should be documented on their own?
- Filip wanted to know if there were sub-workflows within RM that would be useful to document on their own
- The group decided that the existing workflow assignments will cover most of the use cases we care about
- We may need some additional documentation on access and discovery processes, especially KB work
- Access work is mentioned on the initial purchase workflow, so we're thinking that this should cover that area for now
Topic 4: Initial sketches
- Filip showed some initial sketches of RM functionality
- These included a selection app that would allow selectors to pull together many different sources that support finding and evaluating items to purchase
- This functionality is outside the current scope of the RM SIG, but it's a starting point for the RM lifecycle
- The group provided some feedback:
- For serials, there are only a few places to buy most resources, so this may not be a high priority
- For books, integration with book jobbers would be important
- It could be a helpful way to request quotes for resources that don't have a list price
- It would be nice to have wishlist functionality built into this module
- It would also be nice to connect with data from other areas, including ILL, usage, and trial feedback
The next meeting will be Jan. 27.