WEBVTT

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the next, uh, JIRA ticket review.

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Um, will be the next cycle for that.

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Um…

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Any other calendaring…

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Announcements, thoughts?

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Tom, I said you were doing fee fines on Thursday, is that a lie?

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Awesome. Um…

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Great. Uh, let's see…

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You may have seen on Slack on Friday, Amelia Sutton sent out a UAT opportunity for testing how custom fields can be displayed on the checkout.

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screen. So, the info is… there's a little bit more info on the Slack post, but the link

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In the agenda is to the, um, page that has all the details. If you want to help out the deadline,

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For that, if I'm not mistaken, I just looked it up, and now I've forgotten it already.

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is April 1st, April Fool's Day, so…

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Um, jump on that if you'd like to help out and provide some feedback.

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And then, hot off the presses, Steph Buck is looking for

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Some folks to help out with, um, answering questions about SMS messaging, which she's having time to turn her attention to.

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Which I'm very excited about. There was several folks who said they were interested, so she suggested a little subgroup.

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Um, her estimate is just a couple of meetings to talk about workflows, and then…

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Another meeting after she has a chance to write things up to just give feedback on that.

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So, if anyone is interested in that, throw your name in the chat, and I will collect those names, and…

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let her, um, put something together.

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Anything else? Announcement-wise, administrivia-wise?

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Okay, then I will hand it over to Martina, who's joining us today.

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to talk about prioritization. This has been a long overdue invitation that we finally extended to her.

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Um, Martina, we have not been…

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doing nothing. I want you to know, we…

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We decided last January that we would start… by last January, I mean 2025.

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That we would start by going through all of our open JIRA tickets to try to get them into better shape,

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not really… really just to decide what to close and what to keep, what needed more refinement.

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before we prioritized, and now we're…

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coming to the close of that, and now we're ready to turn our attention to prioritization.

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So, welcome.

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Thank you. Thanks for inviting me, and I mean, that makes perfect sense to first

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look at the JIRA tickets and then start the prioritization process and vote.

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Um, I will speak…

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merely, um, about how we do it in ERM thick. Um, I'm the convener for, but I think the acquisition stake has a very similar process.

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to the one that URMSEC has.

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And I thought I would briefly…

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Um…

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Yeah, um, maybe show you 4 slides to…

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go through the process as an overview, and then maybe we can look at our individual pages and look at how we do it.

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And if, um, you already know specific things, um, or whatever, if you have questions, just let me know, and…

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say that.

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So, um, the four slides I wanted to present to describe the overall process.

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So in ERAMSIC, um, we have an implementer's Topics page.

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Uh, where everyone in the community can add topics to, and topics means

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requirements, wishes. They may be very small and tiny, just adding one further

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pick list value to a hard-coded list, for instance, or it may be something like, please add the checklist support that's available in open access app to the ERAM apps, for instance. So that's a larger package.

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Um, everyone, um, can add to, um,

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the ERM implementers list.

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That's valid for the ERAMSIG and some subgroups, and they're another subgroup has a specific one, so we work with, like, two implementers' topics lists.

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And, uh, these topics that I added to this list will be discussed in our SIG or subgroups.

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depends on where they belong to. So it's… if it's an e-usage topic, it will be discussed in the e-usage subgroup.

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But everything that's added will be discussed first.

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Um, and that means that people who have provided the topic can explain why they need it, give use cases, others can ask questions, agree or disagree,

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And especially the product owner learns about the requirement and can check as well whether he or she understands the issue.

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Um, and then, after this discussion,

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Um, either the product owner will create a Jira ticket for the implementer's topics, and the new requirement,

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Or we may have another meeting because the PO brings, like, some mock-ups.

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design proposals or, like, other, um, other input that needs discussion before we can add a JIRA ticket.

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And, um, then the product owner in our case creates the Jira tickets. This may vary from SIG to SIG. In our case, the product owner creates the JIRA tickets,

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And every Jira ticket that's created from this implementers list gets a specific label, and that's ERAMSICT topics.

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And so, um, because…

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We have this label, we can create a JIRA dashboard on ERAMSIC topics that are for ranking, or for voting.

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And this dashboard lists the different tickets by votes.

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Um, as you can see, like, here.

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Um, exactly. And so everyone who wants to help prioritizing ERM features can go to this dashboard and just walk themselves through the list, and

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at their votes to the different tickets, and how that goes, maybe we can look at…

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Afterwards. Um, and then, um, this prioritization is on one hand, done for the

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From unity priorities dashboard that's created by the Product Council.

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Um, and we have decided that

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Like, we will split our priorities across the different teams, because the subgroups represent different development teams.

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We are allowed to give five priorities, and we have 4 different areas.

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a focus, so we have said, okay, the priority one is the one that comes from the ERM SIG,

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The priority, too, comes from the e-holding subgroup, Priority 3 from the e-usage subgroup, and 4 from the Agreements Locer KB subgroup. That may be different, for instance, acquisitions has no re-subgroups.

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They just do, I think, one priority list.

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And the last one is a joint one across our groups, um, where we decide as a team

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what the priority 5 is.

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But, um, apart from that, we use the list for the different development teams' prioritization as well, so it has two goals. The one is the Community Priorities Dashboard by PC,

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But for the different development teams, it helps.

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to have this voting and prioritization

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So that they can pick tickets when they have spare time, they immediately know which one is the one that's the most needed by everyone.

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And, um, in this presentation is just… we have some JIRA dashboards and JIRA links, and we have some conference pages

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But I think I can go now, um, directly to…

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Maybe our implementers.

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page, and show you maybe some details, how we deal the statuses. I just want to pause briefly, if you have already some questions, or…

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Anything I should focus on?

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If that's not the case, then let's go directly to our implementers page.

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Um, I know that not all Sikhs have such an implementer's topics page, uh, Irem has, and the acquisition SIG has as well.

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Um, this is really a page where everyone can add their wishes. And in our ERM,

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case, we have, like, two tables on this page. There is one table.

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Where people can add their new topics that haven't been discussed yet.

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And the second table is, um, lists all the topics that have been discussed in our URAMSIC, or one of the subgroups.

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And what is given in this table is, like, the app's name, because, like, ERAM

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isn't represented only by one app.

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the brief topic, um, and then the description, or some use cases.

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We have a discussion status.

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Um, and I can show you in a second what different statuses we do have there.

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Uh, the date added, who provided the topic, interested parties can just list themselves as well.

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Then we have a link to the discussion, the meeting minutes,

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And in the last column, we have the JIRA ticket linked. So whenever the PO has created a JIRA ticket, it's listed here as well.

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And it's the status of the JIRA ticket, and that's important, is different from the discussion status.

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Because it can be, like,

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Through the SIC, and we are done with it, that means, for instance, for voting.

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we… the SIP itself will not do anything with this anymore.

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Um, but the status on the ticket says draft, because everything that now happens will happen in Jira, so people can now go into JIRA and vote for this ticket.

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What statuses do we have? Um, we have the one that says open all new items that haven't been discussed.

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have the status open, some, um, tickets or…

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topics may be blocked because we need more information.

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Before we can continue in progress means it's still in discussion, PO is doing mock-ups, and we need to decide on a specific

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like, mock-up or process.

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For voting means the SIGH has agreed, and it will be done, and there is a ticket for it that we can vote on. Enclosed can mean it's done, um, ticket is done, and development is done, or may even mean

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We have discussed, but we won't do, because it's not possible, or whatever.

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So these are the different, um…

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discussion started to cease.

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We have a brief description of how people can add their topics.

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And we have, as well, um, here, um, a…

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page where we tell how to prioritize ERM implementers' topics in Jira that you need in a…

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an Atlassian account, and so on and so forth.

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On the right side here, we have a glimpse at the list in Jira, and if we look at this ERAMSIC topics,

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Then we go to the page that I've already opened. That's our dashboard, where we list all the tickets that have been created out of these implementers topics.

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They all have this ERM-Sig-topics label, and they are, um, sorted by votes. So the highest votes

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appear highest in the list. And that's, for instance, in our case, the agreements export multiple agreements to CSV.

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Um, and if we now look at this ticket…

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everyone at this top right corner, um, should have this vote option.

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You can see this thump up.

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And if you click on that, you should be able to…

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Now, where is it? I don't see it here, because I have so many.

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Towards in my way.

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There we go. So, um, I have voted for this, I can remove my vote, and, um, if I want to vote on something, I can just add my vote for this new feature, and then, um, by that,

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I have done my job in JIRA, and I have voted for this ticket, for instance. And the more people vote for this in this top right corner,

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the higher it is in the list.

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That doesn't mean necessarily in ERM that this is done immediately after voting, so I'm not sure

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like, other 6 may go…

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go with this in a different way. Um, I know that it's the same in AcquisitionSig.

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Because the priorities list is usually something that's

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decided on… before a release, maybe a month ahead.

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Um, it's often decided by the funding institution and, um, the funding institution picks community priorities as well, but it's not necessarily that only this list

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like, decides on what will be done and what will be developed, but…

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I think we have more and more requirements, and the backlog of JIRA tickets grows.

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And grows and grows. And every time the development team has some spare time, it's important that they can immediately pick something that they can do, because in our case, they would need to wait, like, 2 weeks or even 4 weeks until the group meets next.

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And if they need to wait for that period, and then talk with us about what do you want to have

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done first, that would take too much time, and maybe then they even don't have any spare time anymore. So, that's why it's important for the development team that there's

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prioritization is there whenever they have time to pick something up.

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And that's, um, possible

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by doing this voting.

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So that's that. That's the Jira, and if we look back at how to prioritize…

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Um, yeah, what you need is an Atlassian account.

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So that you, um, yeah, and you can set up an account using this link. We have this how-to page in ERAM.

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And then you can navigate to the JIRA dashboard, or do a search by yourself on, like, the label that you decide should be the one that lists all votable tickets.

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In our case, it's ERM-Sick Topics.

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Then you can vote on the issues by, um, yeah, selecting the ticket you would like to prioritize and clicking this thumb-up button.

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Um, yeah. And then…

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um… sometimes, in our case, because we base our prioritization on this implementers list,

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Um, there may be tickets that don't have the label ERAMSIC topics, but that's something that people can bring back to the SIC, to the PO, or to me as a convener, and then we can discuss in the

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and the sake and, um, add the label to the ticket nevertheless, so that it is votable, for instance.

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And, um, this dashboard that comes out of it.

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And that we've just looked at is something, as mentioned, that's not all… or only something that will influence the PC priorities or the community priorities, I should say, that live under the PC.

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But that's something that really influencers the development for the different teams, because every team, and that's where the development team is listed here as well, can pick their highest priorities as well, and then

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do them. And everyone can follow

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what the status is of this ticket, and is we… everyone can be kept informed.

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Yeah, and I think that's our…

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prioritization process, um, the one thing that I have, um,

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that I could show, but you will know is the Community Priorities Dashboard, where you can see here our top 5 priorities that have been listed.

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based on this process that we have in our SIG.

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was that, um…

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Yeah, do you have any questions? Was that clear, how our process goes?

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I see you nodding.

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That was incredibly clear, and very impressive how organized that whole thing is. Thank you so much, Martina.

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That is stunning, how…

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not just clear it is, but how clear it is how others can vote, and…

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to your own people, and then explaining it to us.

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Um, I… it's interesting, I think there are some things we can definitely take away from this.

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I think one of the challenges for the RACIG

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is, um…

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that we have literally, like,

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500 open tickets. Like, we have so many tickets, so starting from, like, I have this idea, and then going… walking it all the way through.

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We sort of already have this huge corpus of ideas and JIRA tickets that…

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we need to figure out how to wrangle. But I do think there are definitely ways we can

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translate and adapt some of the processes you've used.

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Um, to our scenario. So I'll need to be talking to Katie, um,

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remind my co-convener, and we'll have to strategize how we're gonna…

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figure out how to roll this out.

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Um, and apply it to our own unique

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scenario here in RA.

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Um, one question I have that I think is…

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different than what our structure here.

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Um, we do…

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It's curious that you have an ERM implementer's

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group, and I want to hear a little bit about how those two…

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are differentiated in how they function. Like, is that a group that meets separately from the ERM-SIG?

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And… or is it just, uh, kind of…

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virtually, you are all the people who are implementing

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implemented who have ERM.

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Yeah, exactly, and I mean, maybe we could even rename that page, because it… I think it's called ERAM Implementers Page

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Because it has been created a very long time ago. Everyone really can add their topics and can discuss with us, even if they haven't yet implemented Folio.

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Um, it's just that we, from time to time, really

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um, spend time on these tickets. We have other meetings as well, where the product owner discusses other things with the group, where new development is shown,

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like, the… maybe UATs are described, but we really come back

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regularly to these topics, because otherwise they would add on and on and on. And I mean, you see on our implementers page already that we have a lot of open discussion topics.

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So, so that's really… when we see we have now a good bunch of new topics, then we would discuss those in the… in the usual ERAM SEC, or one of the subgroups,

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where they belong to.

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And, um, we have more tickets in Jira as well. We really reduced the number of votables by adding this Eremic Topics label. That could be different, but that's really our way to say this is the

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like, list of things that you can vote on, and if you want to add more from the rest of the ticket, then please contact us, and we can maybe add that label, too.

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Yeah.

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Yeah.

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Do you have ERM tickets that are in there that don't have that label? Like, that didn't come from the SIG? Okay.

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Yeah, yeah.

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other questions that folks have?

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And yeah.

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Um, how is the voting recorded in Jira? Is this a specific field or specific function that is used for that?

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Yes, that's… forgive me one second, I will share my screen again, and maybe…

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Let me find the e-holdings one, because…

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Uh, yeah, exactly. So you should see the ticket now.

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Um, yeah, you do. And in the top right corner, you really have this thumb-up option.

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And if you click on that, and why is it sometimes displaying correctly and sometimes not? Now it's better.

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Um, you see the list of people who have voted for this ticket, but that's something, I mean,

00:32:03.000 --> 00:32:11.000
Um, for me as now voting person, that's not maybe relevant. And I can vote by clicking on vote for this epic in this case.

00:32:11.000 --> 00:32:14.000
And then my vote is added.

00:32:14.000 --> 00:32:18.000
Um, yeah, and that's something that then can be…

00:32:18.000 --> 00:32:30.000
used for sorting the tickets in a list on a dashboard, for instance, or if you look on the NVIDIAL ticket, you can see the number of thumbs, and that's the number of votes.

00:32:30.000 --> 00:32:35.000
And it's not restricted, maybe that's something that is…

00:32:35.000 --> 00:32:37.000
good information as well.

00:32:37.000 --> 00:32:40.000
Um, it's not restricted.

00:32:40.000 --> 00:32:44.000
But in our SIG, and I know in acquisitions as well, it works.

00:32:44.000 --> 00:32:52.000
that not, like, 100 people from one organization vote on one ticket because they want to, like, push that. That works.

00:32:52.000 --> 00:32:58.000
And what the product owners always say is they can see, like, if you look at the list, you can see

00:32:58.000 --> 00:33:05.000
Um, who voted on it, and if there is a lot of people from my institution, for instance, they know, okay, VZG needs it, but

00:33:05.000 --> 00:33:10.000
do others need it as well? We thought about restricting that,

00:33:10.000 --> 00:33:18.000
Um, but that's not easy, uh, so… and we said everyone within Atlassian account is allowed to vote.

00:33:18.000 --> 00:33:21.000
And, um, people should be, yeah,

00:33:21.000 --> 00:33:28.000
should try not to, uh, trick out the system, but vote per institution.

00:33:28.000 --> 00:33:35.000
Does that explain your, um, answer your question, Anya? Oh, was that a different one?

00:33:35.000 --> 00:33:45.000
No, that actually was the question, so… but is that something that had to be activated specifically for you, or is that the standard functionality you simply employ for doing that?

00:33:45.000 --> 00:33:47.000
Yeah, it's… it should be there.

00:33:47.000 --> 00:33:48.000
For everyone, yeah.

00:33:48.000 --> 00:33:52.000
Mm-hmm.

00:33:52.000 --> 00:33:55.000
So it sounds like it's essentially…

00:33:55.000 --> 00:33:57.000
honor system…

00:33:57.000 --> 00:34:03.000
that one representative will vote for her institution.

00:34:03.000 --> 00:34:05.000
That seems like a reasonable…

00:34:05.000 --> 00:34:11.000
expectation. And because it's so transparent, it would be pretty obvious if somebody's really gaming the system.

00:34:11.000 --> 00:34:19.000
And some institutions even said, okay, we are such a large institution, and there may be different votes from, like, the journalist department and the

00:34:19.000 --> 00:34:24.000
Resource Access Department, whatever, so it may be okay if multiple people vote, but

00:34:24.000 --> 00:34:32.000
Um, like, no, that didn't really happen in our scenario, so that really worked out.

00:34:32.000 --> 00:34:37.000
And it should be lightweight, and not too complicated, and that really

00:34:37.000 --> 00:34:55.000
is doable via this voting process from my perspective.

00:34:55.000 --> 00:35:03.000
Other questions…

00:35:03.000 --> 00:35:08.000
For Martina, or thoughts about…

00:35:08.000 --> 00:35:12.000
thoughts… initial thoughts about, sort of, how

00:35:12.000 --> 00:35:14.000
this could…

00:35:14.000 --> 00:35:18.000
work in the resource access.

00:35:18.000 --> 00:35:26.000
Sig, knowing how many tickets we have.

00:35:26.000 --> 00:35:29.000
Yeah, Cornelia.

00:35:29.000 --> 00:35:44.000
Um, we should… we could maybe try to revert the process and vote… not vote for what is most… what the developers should pick up first, but for what we should start to refine first.

00:35:44.000 --> 00:35:54.000
Alright. I'm not sure, maybe… develop parallel structures for like.

00:35:54.000 --> 00:35:59.000
So, we don't have that many tickets that are ready for Dev.

00:35:59.000 --> 00:36:03.000
At this moment, so developers could choose from them.

00:36:03.000 --> 00:36:08.000
And start reflecting voting for what to refine, and the more we get refined.

00:36:08.000 --> 00:36:24.000
We could switch to… to what yeah, what? What should be developers priorities.

00:36:24.000 --> 00:36:40.000
I think my mind wrapped itself around exactly the same thing. We have to… we have to have a two-step process, but we don't want to have, like, two different ways of voting for it. So how can we use one and the same.

00:36:40.000 --> 00:36:50.000
For taking exactly the steps that Cornelia put there right away. We need to refine first and get things ready for development, prioritized in some way, and then.

00:36:50.000 --> 00:37:06.000
development needs an idea of the importance as well. And I was wondering exactly the same thing. Would it work if we use this really lightweight approach which I really, really like. It's very simple. It's very self-explanatory.

00:37:06.000 --> 00:37:07.000
I really like that. Would that work for us to go through this process of refining, adding new steps on an ongoing process?

00:37:07.000 --> 00:37:21.000
Anya?

00:37:21.000 --> 00:37:29.000
Yeah, well, I really like the way that Martina described, sort of, that not all tickets are available for voting at all times, right?

00:37:29.000 --> 00:37:35.000
So, even if we are looking at tickets that need refinement,

00:37:35.000 --> 00:37:43.000
We don't have to necessarily open all tickets for voting at the sale. Like, I don't think that would be successful. I think that telling…

00:37:43.000 --> 00:37:45.000
the community to vote for 500 tickets.

00:37:45.000 --> 00:37:49.000
is a non-starter. I mean, it throws me back to, like,

00:37:49.000 --> 00:37:54.000
What features do you need in MVP in order to go live? Like,

00:37:54.000 --> 00:37:57.000
those spreadsheets were mind-boggling.

00:37:57.000 --> 00:38:02.000
So, I don't think that's a viable…

00:38:02.000 --> 00:38:05.000
The question is how to get from…

00:38:05.000 --> 00:38:08.000
the number of tickets we have now in various states.

00:38:08.000 --> 00:38:12.000
to how does… how could we start?

00:38:12.000 --> 00:38:17.000
voting. Um, we could also have two dashboards, right? You could have a dashboard for…

00:38:17.000 --> 00:38:22.000
the prioritization of things that need refinement, and then the prioritization of things that are ready… dev-ready.

00:38:22.000 --> 00:38:29.000
Um, that are assigned to a dev team.

00:38:29.000 --> 00:38:56.000
I wonder if we could… have similarly to… The other 6, we have areas, right? Sort of, like… Um… fines and checkouts and, um… Um, noises and such. So maybe come up with a few of those areas that would divide.

00:38:56.000 --> 00:39:04.000
The tickets automatically, and then maybe concentrate on one.

00:39:04.000 --> 00:39:05.000
And, uh, area and. That might make it a bit easier, but still it's going to be like probably 50, 70 tickets.

00:39:05.000 --> 00:39:18.000
Olga?

00:39:18.000 --> 00:39:23.000
So I don't know after that.

00:39:23.000 --> 00:39:26.000
That's a good suggestion, Olga. The…

00:39:26.000 --> 00:39:31.000
If you remember the first, when we were looking through the Vega and the Valaris open tickets,

00:39:31.000 --> 00:39:34.000
We did that. We sort of…

00:39:34.000 --> 00:39:40.000
But, like, the 150 were too many to look at, and we sort of were like, let's look at requests today.

00:39:40.000 --> 00:39:41.000
Um, and that is another… that's definitely a way we can think about breaking it down.

00:39:41.000 --> 00:39:52.000
Hmm.

00:39:52.000 --> 00:40:08.000
Other thoughts?

00:40:08.000 --> 00:40:12.000
All right. Well, we will con… oh, Anya, you got another one.

00:40:12.000 --> 00:40:13.000
No mistake! Or you gotta… no, you got it.

00:40:13.000 --> 00:40:29.000
Yeah, no, not a mistake. I mean, we have been starting to discuss this when we looked at the old tickets as well, and I… I still really, really like this idea of kind of dividing it up by grouping the tickets to related.

00:40:29.000 --> 00:40:44.000
tickets and areas, because I feel that this will be helpful to also link separate tickets together, like how they relate to each other, because I feel that if we get a group of tickets that are related to each other.

00:40:44.000 --> 00:40:55.000
Development ready at the same time, the chances are higher that tickets are picked up together because a developer needs to look into a certain area anyway.

00:40:55.000 --> 00:41:21.000
So, I think that would be a good approach, given the huge number of tickets we have, so… We would have to discuss a way to kind of decide as a whole SIG on how to prioritize our areas of functionalities to start with. And I think there are very different pain points in different institutions. So I don't know how to.

00:41:21.000 --> 00:41:24.000
How to approach that.

00:41:24.000 --> 00:41:30.000
Yeah, for sure. I mean, I think our gap list is a good place to start, because the gap list is already a

00:41:30.000 --> 00:41:32.000
sort of a…

00:41:32.000 --> 00:41:37.000
a place where people have proactively said, these are things we want to have.

00:41:37.000 --> 00:41:40.000
And that is sort of a… one…

00:41:40.000 --> 00:41:43.000
way around, um, looking at

00:41:43.000 --> 00:41:45.000
the particular things that people have…

00:41:45.000 --> 00:41:49.000
identified as priorities already, in some respects.

00:41:49.000 --> 00:41:53.000
So that's one way. And I do think you're right, Anya, that

00:41:53.000 --> 00:41:55.000
spending some time…

00:41:55.000 --> 00:42:00.000
clustering these and making sure the relationships are together.

00:42:00.000 --> 00:42:04.000
in the ticket is helpful, um, because, you're right, there…

00:42:04.000 --> 00:42:07.000
it's much easier to develop within

00:42:07.000 --> 00:42:10.000
you know, 3 or 4 things that are related.

00:42:10.000 --> 00:42:12.000
Um, and sometimes it can…

00:42:12.000 --> 00:42:19.000
can reveal, sort of, better strategies when you know all of the problems in one place.

00:42:19.000 --> 00:42:31.000
That's a good idea.

00:42:31.000 --> 00:42:36.000
Martina, are you able to share the slides in the agenda?

00:42:36.000 --> 00:42:41.000
Thank you. If you can just link it to the agenda item, you can do that, or you can pop a link in the…

00:42:41.000 --> 00:42:44.000
Chad and I can do it either way.

00:42:44.000 --> 00:42:47.000
Thank you.

00:42:47.000 --> 00:42:50.000
other…

00:42:50.000 --> 00:43:02.000
thoughts about process.

00:43:02.000 --> 00:43:04.000
All right, well, I think this is a really good start, and I'm really excited.

00:43:04.000 --> 00:43:09.000
about how we can think about moving forward with some of these.

00:43:09.000 --> 00:43:10.000
Um…

00:43:10.000 --> 00:43:12.000
We do, yeah.

00:43:12.000 --> 00:43:17.000
Thank you, Martina, so much for coming. I know it's long overdue, but it was well worth it. Well worth the wait!

00:43:17.000 --> 00:43:20.000
Thanks for having me, thank you.

00:43:20.000 --> 00:43:23.000
Yeah, okay, thanks.

00:43:23.000 --> 00:43:27.000
Alright, well, we will turn our attention to…

00:43:27.000 --> 00:43:30.000
our draft, um…

00:43:30.000 --> 00:43:34.000
review of… I mean, reviewing our draft description.

00:43:34.000 --> 00:43:37.000
There's a link in the agenda…

00:43:37.000 --> 00:43:41.000
to the description, and…

00:43:41.000 --> 00:43:46.000
Let's see… need to go to it…

00:43:46.000 --> 00:43:51.000
So, if folks want to take a look…

00:43:51.000 --> 00:43:57.000
Um…

00:43:57.000 --> 00:44:03.000
So, full disclosure, I used AI to help draft this, because I ran out of time to do it myself.

00:44:03.000 --> 00:44:08.000
Um, and so I would love for folks to…

00:44:08.000 --> 00:44:11.000
Take a look…

00:44:11.000 --> 00:44:15.000
there's not… first of all, this is not like…

00:44:15.000 --> 00:44:23.000
high stakes. This is very, like, very low stakes. The reason we want to rewrite it is because the description that was on…

00:44:23.000 --> 00:44:25.000
that is currently on our website.

00:44:25.000 --> 00:44:28.000
Um, is…

00:44:28.000 --> 00:44:33.000
very much related to when we were building a system from whole cloth.

00:44:33.000 --> 00:44:36.000
So it talks about, you know,

00:44:36.000 --> 00:44:41.000
writing requirements and things like that that are about…

00:44:41.000 --> 00:44:46.000
A system that is not yet built, as opposed to a system that is built and is being maintained.

00:44:46.000 --> 00:44:49.000
enhanced, further developed.

00:44:49.000 --> 00:44:52.000
So that's why this, um…

00:44:52.000 --> 00:44:54.000
This list is…

00:44:54.000 --> 00:44:57.000
or the refinement is required, or…

00:44:57.000 --> 00:45:02.000
Seems necessary. To be able to signal to other

00:45:02.000 --> 00:45:04.000
folks who are maybe

00:45:04.000 --> 00:45:10.000
Considering joining the SIG, to know what it is that we do.

00:45:10.000 --> 00:45:13.000
So David suggested adding calendars, I think that…

00:45:13.000 --> 00:45:16.000
Makes sense. Um…

00:45:16.000 --> 00:45:18.000
Are there…

00:45:18.000 --> 00:45:20.000
Other thoughts?

00:45:20.000 --> 00:45:26.000
about this. I'll give folks a minute to read it.

00:45:26.000 --> 00:45:32.000
I was just maybe thinking when talking about cross-app functions, maybe user management,

00:45:32.000 --> 00:45:36.000
mentioning that, since there's a lot of crossover.

00:45:36.000 --> 00:45:45.000
Yeah. It was… I was considering adding some, you know, individual ones, and then I was like, well, then we gotta add this, and this, and this.

00:45:45.000 --> 00:45:46.000
Okay.

00:45:46.000 --> 00:45:47.000
But you're right, I do feel like the user management

00:45:47.000 --> 00:45:49.000
connection is much stronger than…

00:45:49.000 --> 00:45:53.000
I mean, it's sort of foundational to…

00:45:53.000 --> 00:45:56.000
what we do, I… I think.

00:45:56.000 --> 00:46:23.000
Um…

00:46:23.000 --> 00:46:29.000
You could put a catch all general circulation issues or, um.

00:46:29.000 --> 00:46:35.000
Developments. Did I catch anything we might be… might not have mentioned there?

00:46:35.000 --> 00:46:37.000
Which part do you mean, Scott?

00:46:37.000 --> 00:46:44.000
I was saying is at the end of the list, a kind of a catch-all statement saying for general circulation issues related to folio.

00:46:44.000 --> 00:46:47.000
It'd be kind of a catch-all for anything else not covered there.

00:46:47.000 --> 00:47:17.000
Gotcha.

00:47:33.000 --> 00:47:40.000
I'm looking back at the notes from February 9th, which I included… I…

00:47:40.000 --> 00:47:44.000
That's where we discussed this, so if anybody wants to see, sort of, what…

00:47:44.000 --> 00:47:48.000
We discussed at that meeting, I can…

00:47:48.000 --> 00:47:51.000
Throw that in here.

00:47:51.000 --> 00:47:57.000
Um, I actually did take notes at this one.

00:47:57.000 --> 00:48:01.000
These are real notes, not AI notes.

00:48:01.000 --> 00:48:05.000
Um, that's where the suggestion about making the bulleted list came up.

00:48:05.000 --> 00:48:08.000
Um…

00:48:08.000 --> 00:48:10.000
We had talked about adding

00:48:10.000 --> 00:48:15.000
multiple more things that were omitted, and then we'd also talked about, well, maybe we should…

00:48:15.000 --> 00:48:17.000
have…

00:48:17.000 --> 00:48:22.000
sort of a… not… rather than trying to make a laundry list of absolutely everything,

00:48:22.000 --> 00:48:25.000
sort of have larger catch-all

00:48:25.000 --> 00:48:29.000
um… thing, so it was… there was some sort of competing…

00:48:29.000 --> 00:48:56.000
ideas there.

00:48:56.000 --> 00:49:02.000
We could include… one of the things was, um…

00:49:02.000 --> 00:49:05.000
resource sharing and remote storage.

00:49:05.000 --> 00:49:07.000
Um…

00:49:07.000 --> 00:49:12.000
End user management sort of all fall into the category of…

00:49:12.000 --> 00:49:17.000
I mean, the problem is they don't all take the same form, so it's not…

00:49:17.000 --> 00:49:19.000
Um…

00:49:19.000 --> 00:49:22.000
it's not always collaborating with other…

00:49:22.000 --> 00:49:28.000
SIGS, it could be, you know, they could also be subgroups of our own SIG, so it's a little bit tricky to…

00:49:28.000 --> 00:49:32.000
Think about how to word that in a way that's accurate.

00:49:32.000 --> 00:49:47.000
Um…

00:49:47.000 --> 00:49:50.000
Well, if there are other, um…

00:49:50.000 --> 00:49:52.000
thoughts…

00:49:52.000 --> 00:49:57.000
Please add them as comments to the description, and I will…

00:49:57.000 --> 00:49:59.000
Um…

00:49:59.000 --> 00:50:02.000
take another pass at this, and then send it out.

00:50:02.000 --> 00:50:04.000
For final approval.

00:50:04.000 --> 00:50:07.000
Um… in the coming…

00:50:07.000 --> 00:50:10.000
days. I'll give it another week, we can look at it.

00:50:10.000 --> 00:50:16.000
um… oh, I guess we're not gonna meet for a couple weeks because of…

00:50:16.000 --> 00:50:19.000
Calming and holidaying.

00:50:19.000 --> 00:50:22.000
So, we will… when we next meet, we will…

00:50:22.000 --> 00:50:25.000
But the finishing touches on this, and then we can swap it out on the…

00:50:25.000 --> 00:50:33.000
On the wiki. There's not a formal approval process, I don't think, unless I'm missing something, Cornelia.

00:50:33.000 --> 00:50:39.000
I think this is just our description of ourselves.

00:50:39.000 --> 00:50:42.000
Alright. Any…

00:50:42.000 --> 00:50:51.000
thing else.

00:50:51.000 --> 00:50:58.000
Just a quick reminder, um…

00:50:58.000 --> 00:51:04.000
Implementer Sig has started the process of writing a survey.

00:51:04.000 --> 00:51:15.000
of that, it was the RA wanted to do the same thing, um, so it's possible they would like us to start looking at some of the questions we would like to have, if we wanted

00:51:15.000 --> 00:51:23.000
if it's general questions, have it as part of their survey, or if we want to have our own survey that goes out with theirs.

00:51:23.000 --> 00:51:27.000
I think we were hoping that we would…

00:51:27.000 --> 00:51:30.000
Um, be able to piggyback on the…

00:51:30.000 --> 00:51:33.000
that survey. So, um…

00:51:33.000 --> 00:51:39.000
I have seen that the implementers has… the meetings have been the survey subgroup.

00:51:39.000 --> 00:51:47.000
Um, would it be helpful, Tom, for one of us to go to a meeting, or do you… are you… obviously, are you going to those meetings?

00:51:47.000 --> 00:51:54.000
Yeah, I'm one of the conveners, but yeah, if somebody else wants to come, um, I think that would be helpful, too.

00:51:54.000 --> 00:51:55.000
Okay.

00:51:55.000 --> 00:51:59.000
As I said, they kind of want to know what direction we're going to. They don't want to try… they want to try to keep the…

00:51:59.000 --> 00:52:03.000
main survey from blowing up to this humongous thing.

00:52:03.000 --> 00:52:04.000
Mm-hmm.

00:52:04.000 --> 00:52:13.000
And I know before we said about that we wanted to get down to the nitty-gritty of, like, fine fees, like, are you using this functionality or this functionality, or this functionality?

00:52:13.000 --> 00:52:17.000
Um, so that might lean more towards a separate survey.

00:52:17.000 --> 00:52:20.000
But, um, yeah, I think having somebody come

00:52:20.000 --> 00:52:27.000
So that might help, uh, but it might also be something we want to talk about in this group as well, of what sort of questions you want.

00:52:27.000 --> 00:52:32.000
And what sort of detail we want to get down to.

00:52:32.000 --> 00:52:34.000
Um…

00:52:34.000 --> 00:52:39.000
What… do you know when the next meeting is, or is there a next meeting scheduled?

00:52:39.000 --> 00:52:52.000
I don't have to look, um… we've been using the, uh, planning board meeting for it, which would mean that it fall next Thursday, but I think that's off because of…

00:52:52.000 --> 00:52:53.000
calming.

00:52:53.000 --> 00:52:54.000
Calendar calming.

00:52:54.000 --> 00:53:00.000
Yeah, um, so I will look, and I can drop you a message in Slack.

00:53:00.000 --> 00:53:01.000
Sounds good.

00:53:01.000 --> 00:53:03.000
when it comes up, I'll drop you a message in Slack.

00:53:03.000 --> 00:53:08.000
Okay, if I'm able to come, I will try to come. I think, um…

00:53:08.000 --> 00:53:12.000
There are some pros and cons, I think, to…

00:53:12.000 --> 00:53:17.000
trying to, like… we have to figure out what is the actual goal of the survey.

00:53:17.000 --> 00:53:19.000
Um…

00:53:19.000 --> 00:53:24.000
I think the higher-level survey can get us a lot of information that we're trying to get, and…

00:53:24.000 --> 00:53:27.000
And then we need to think about the bang for the buck.

00:53:27.000 --> 00:53:30.000
of doing a separate survey, certainly.

00:53:30.000 --> 00:53:36.000
Um, and are there some higher level questions, higher level RA questions that we think we…

00:53:36.000 --> 00:53:38.000
would like to have in there.

00:53:38.000 --> 00:53:42.000
that could get us partway there. Um…

00:53:42.000 --> 00:53:46.000
or achieve some of the goals. So I want to circle back to what our initial…

00:53:46.000 --> 00:53:51.000
Goals were about that survey. This was the conversation that we primarily had at WolfCon.

00:53:51.000 --> 00:53:54.000
Um, if I remember correctly.

00:53:54.000 --> 00:53:55.000
Yes, yes.

00:53:55.000 --> 00:53:59.000
And so I can look back at that… those notes. Like, that was the topic of our WolfCon…

00:53:59.000 --> 00:54:02.000
Um, in-person, hybrid, whatever.

00:54:02.000 --> 00:54:05.000
Um, general RA SIG meeting.

00:54:05.000 --> 00:54:07.000
In September. So…

00:54:07.000 --> 00:54:09.000
I'll look back and see…

00:54:09.000 --> 00:54:16.000
that was where the idea of getting together with the implementer, SIG, and actually having a larger survey.

00:54:16.000 --> 00:54:18.000
Um, having one instead of…

00:54:18.000 --> 00:54:21.000
trying to survey all folio libraries simultaneously, twice.

00:54:21.000 --> 00:54:24.000
Right.

00:54:24.000 --> 00:54:31.000
Exactly. Um, and actually, as a plug for WolfCon, too, is the calls for proposals end on the 25th.

00:54:31.000 --> 00:54:32.000
So…

00:54:32.000 --> 00:54:40.000
Thank you. Thank you. Yes, so I was gonna say that I submitted a tick… I submitted one proposal for the general RAC.

00:54:40.000 --> 00:54:43.000
Meeting as a placeholder, so we will…

00:54:43.000 --> 00:54:46.000
do whatever topics, um,

00:54:46.000 --> 00:54:50.000
We have, at the time, but it's good to have a placeholder meeting.

00:54:50.000 --> 00:54:52.000
And then, um…

00:54:52.000 --> 00:54:57.000
I sent out the call on Slack, I'm not sure if anyone else has put anything out there.

00:54:57.000 --> 00:55:04.000
And then Katie and Cornelia were going to be looking into doing a workshop proposal.

00:55:04.000 --> 00:55:10.000
Can you give an update on that, either of you, about where you're at?

00:55:10.000 --> 00:55:18.000
Well, we… we did submit it. We went ahead and submitted it, and we started an outline and everything, so we're well on our way.

00:55:18.000 --> 00:55:20.000
to, um…

00:55:20.000 --> 00:55:21.000
Getting that done, so…

00:55:21.000 --> 00:55:24.000
Fantastic! Yay.

00:55:24.000 --> 00:55:27.000
Um, if there are any other…

00:55:27.000 --> 00:55:31.000
thoughts about if anybody is wanting to…

00:55:31.000 --> 00:55:35.000
submit a proposal for another…

00:55:35.000 --> 00:55:39.000
um, non-workshop, but just a session.

00:55:39.000 --> 00:55:41.000
Please feel free to do so, um…

00:55:41.000 --> 00:55:44.000
It would be great to have a little more…

00:55:44.000 --> 00:55:47.000
RA content, um,

00:55:47.000 --> 00:55:53.000
Tom, I know you are thinking about a couple that are still mulling about, milling about in your mind.

00:55:53.000 --> 00:55:55.000
Um, but if there are others,

00:55:55.000 --> 00:56:01.000
that are interested. It's a great… it's a very easy way to kind of get

00:56:01.000 --> 00:56:04.000
things on your CV, and um…

00:56:04.000 --> 00:56:09.000
It's a pretty easy group, it's a very low stakes.

00:56:09.000 --> 00:56:12.000
Um, I presented on e-reserves last year. It's…

00:56:12.000 --> 00:56:14.000
It's quite…

00:56:14.000 --> 00:56:19.000
Yeah, it's easy. It's not a… it's not a heavy lift, um…

00:56:19.000 --> 00:56:25.000
And if you have something that you're doing, and you're interested in sharing it with others, um…

00:56:25.000 --> 00:56:28.000
Please consider it.

00:56:28.000 --> 00:56:31.000
And you get to go to Prague, if you…

00:56:31.000 --> 00:56:34.000
If you want to, or you can also present

00:56:34.000 --> 00:56:38.000
Um, remotely. I'm not physically gonna be in Prague, but I will…

00:56:38.000 --> 00:56:41.000
be helping Katie run the…

00:56:41.000 --> 00:56:44.000
RA SIG meeting, so…

00:56:44.000 --> 00:56:46.000
It is possible to be…

00:56:46.000 --> 00:56:50.000
participating from home, and also, um…

00:56:50.000 --> 00:56:53.000
present. So give it some thought if you have any…

00:56:53.000 --> 00:56:56.000
ideas that you're interested in sharing.

00:56:56.000 --> 00:57:00.000
We would love to have some more content out there.

00:57:00.000 --> 00:57:05.000
Susan, I don't… I think I is the one that mentioned it. It's something on notices, maybe?

00:57:05.000 --> 00:57:07.000
I don't know if…

00:57:07.000 --> 00:57:08.000
I don't know, thank you.

00:57:08.000 --> 00:57:10.000
Yeah. And I don't know if anybody's able to actually…

00:57:10.000 --> 00:57:11.000
Okay, okay, yeah.

00:57:11.000 --> 00:57:14.000
Weigh in on notices, like…

00:57:14.000 --> 00:57:15.000
Um…

00:57:15.000 --> 00:57:19.000
Oh, so you didn't… didn't submit that then one?

00:57:19.000 --> 00:57:24.000
Because you're just suggested to do something on the notices.

00:57:24.000 --> 00:57:25.000
Oh, I… no.

00:57:25.000 --> 00:57:27.000
Did I, or did Katie did?

00:57:27.000 --> 00:57:28.000
Did I say I would do it?

00:57:28.000 --> 00:57:29.000
Or Katie did, and you… opted to run it? Yeah.

00:57:29.000 --> 00:57:33.000
I think so.

00:57:33.000 --> 00:57:34.000
I didn't want to call you out!

00:57:34.000 --> 00:57:39.000
I blocked… that didn't get into the… that did not get into the AI minutes that Susan offered, and we'll…

00:57:39.000 --> 00:57:40.000
Oh. Okay.

00:57:40.000 --> 00:57:44.000
action item would sign up for. Um, potentially I could.

00:57:44.000 --> 00:57:49.000
I mean, it would have to be remote, which is a little, um… I know is possible, but I don't know.

00:57:49.000 --> 00:57:52.000
Um, I certainly can.

00:57:52.000 --> 00:57:57.000
So, give me a little bit more, Katie, about what I said I would do now.

00:57:57.000 --> 00:58:01.000
Was it sort of a Notices 101?

00:58:01.000 --> 00:58:05.000
sort of from the beginning, how to set them up, because I certainly can do…

00:58:05.000 --> 00:58:10.000
That, or was I… were you thinking something more about…

00:58:10.000 --> 00:58:13.000
Optimizing your notices once they're… like, what's the target?

00:58:13.000 --> 00:58:16.000
audience, I guess, is what I'm thinking about. I want to…

00:58:16.000 --> 00:58:19.000
think about doing it in a way that makes the most sense.

00:58:19.000 --> 00:58:22.000
I think… I was thinking, like, a Notices 101.

00:58:22.000 --> 00:58:23.000
type thing. Just, I think…

00:58:23.000 --> 00:58:24.000
So, like, how notices.

00:58:24.000 --> 00:58:28.000
Yeah, because it's kind of daunting when you look at it. You have the

00:58:28.000 --> 00:58:34.000
templates, and then you, you know, have to create the policies and stuff.

00:58:34.000 --> 00:58:35.000
Okay, I can do that.

00:58:35.000 --> 00:58:38.000
Nothing complicated.

00:58:38.000 --> 00:58:42.000
I can do that. If anybody wants to help me with that, I'd be happy to have some help.

00:58:42.000 --> 00:58:46.000
Um, but I certainly can do it.

00:58:46.000 --> 00:58:52.000
I just wanted to add, uh, if you want to present virtually, please be aware of the time zone.

00:58:52.000 --> 00:58:58.000
Oh, grapes.

00:58:58.000 --> 00:58:59.000
Thank you.

00:58:59.000 --> 00:59:00.000
And Rick requested in your proposal. Do you want to be in the afternoon?

00:59:00.000 --> 00:59:03.000
Thank you.

00:59:03.000 --> 00:59:07.000
Um, if I do that, I will probably lean on

00:59:07.000 --> 00:59:10.000
you, Katie, or Cornelia to help me with in…

00:59:10.000 --> 00:59:19.000
person. I need somebody on the ground, right? Like, to help in the room. I think that's one thing that's really helpful, is if you're not

00:59:19.000 --> 00:59:24.000
physically there, it's very helpful to have a co-conspirator.

00:59:24.000 --> 00:59:33.000
physically there, um, to help to make sure. Even just, like, passing the mic around so people can ask questions of the speaker.

00:59:33.000 --> 00:59:37.000
Um, for local, and if there's any technical difficulties,

00:59:37.000 --> 00:59:39.000
If you're halfway around the world, it's kind of hard to…

00:59:39.000 --> 00:59:44.000
navigate those. You can't call on technical support if you're…

00:59:44.000 --> 00:59:48.000
somewhere else.

00:59:48.000 --> 00:59:53.000
Alright, thanks for that reminder. I will submit that request now, since the deadline is, like, Wednesday.

00:59:53.000 --> 00:59:59.000
Yeah, and Susan, if you need any help with that, I'm happy to help with that, since I did bring it up.

00:59:59.000 --> 01:00:05.000
Okay. Thank you. You're also doing a workshop, which is a much heavier lift, so…

01:00:05.000 --> 01:00:06.000
I will.

01:00:06.000 --> 01:00:07.000
Yeah, again, if I, like, don't want to pass the buck.

01:00:07.000 --> 01:00:10.000
Okay, I may… can I run my slide by you?

01:00:10.000 --> 01:00:12.000
Yeah, I'll get that'll work.

01:00:12.000 --> 01:00:15.000
Ah, so… All right.

01:00:15.000 --> 01:00:18.000
Any additional…

01:00:18.000 --> 01:00:19.000
suggestions.

01:00:19.000 --> 01:00:23.000
I mean, we will cover… we will cover notes on the workshop as well, so part of it, at least.

01:00:23.000 --> 01:00:27.000
Ooh, yeah. Maybe we can piggyback on that.

01:00:27.000 --> 01:00:31.000
That's good.

01:00:31.000 --> 01:00:32.000
All right.

01:00:32.000 --> 01:00:33.000
Yeah.

01:00:33.000 --> 01:00:35.000
Anything else before we…

01:00:35.000 --> 01:00:41.000
break.

01:00:41.000 --> 01:00:47.000
All right, thanks everyone. We will see some of you on Thursday at Fees and Fines.

01:00:47.000 --> 01:00:52.000
Otherwise, enjoy your calendar-calming week next week.

01:00:52.000 --> 01:00:54.000
And we will see you at the next…

01:00:54.000 --> 01:00:59.000
Meeting. Thanks, everyone!

01:00:59.000 --> 01:01:00.000
Bye.

01:01:00.000 --> 01:01:02.000
Okay, have aBye

