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Communication: While it is ultimately the responsibility of the SC liaison to monitor the work of the group and communicate relevant developments to the SC and beyond, groups are strongly encouraged to use wiki space, project tracking software, email, and other technology for communication, archiving, and tracking tasks.

Wiki Markup*Wiki Space:* The 2CUL TSI wiki \[add link\] is available for the use of all TSI committees, teams, and working groups \ -\- especially for archiving purposes. Groups may choose to use other wikis, provided that the SC liaison has access to that space and is willing to move documents of general interest to the public area on the 2CUL TSI wiki.

Wiki Markup*Basecamp:* While the use of JIRA and other project tracking software is permitted, groups are encouraged to use Basecamp \[add link\] for tracking tasks, as well as for work space to develop draft documents and support related discussions.    To use Basecamp, register for a user account at the site, then ask Jim LeBlanc to create a "project" for your group.    The software is quite easy to use.    An "Explore Basecamp" tutorial is also available \[add link\].

*Conference Calls:* While two-way calls using  speaker phones are easy enough, calls between three or more parties will  require a special conference call account \[link out to separate  information to be supplied by Laurie\]. 

One-on-one video or screensharing calls*:\* One-on-one video or screensharing calls can most easily be executed  using Skype or Webex \[link out to separate information to be supplied by  Laurie & Jim\]

Columbia: Profile name:      Columbia University Libraries
Logon id:          columbia_libraries
Password:          micronet1
The camera is in the top drawer of the filing cabinet.

Webex instructions:

tutorial to users who have registered an account.

Local Documentation: Most Cornell policies and procedures are available from their Library Technical Services (LTS) web page.  Columbia documentation is available from their internal technical services wiki.  For access, contact Kate Harcourt.

Conference Calls: While two-way calls using speaker phones are easy enough, calls between three or more parties will require a special conference call account.  Contact Laurie Stevens (lms6@cornell.edu) for information.  See Conference Calls.

Videoconferencing: One-on-one video or screen-sharing calls can most easily be executed using Skype or Webex.  For larger groups, Polycom or WebEx are recommended.  Contact Laurie Stevens (lms@cornell.edu) or a member of the TSI Steering Committee for further information.  See Videoconferencing.

Screensharing:  Cornell University's subscription to Webex includes screensharing functionality. Some instructions for using this feature are available on the Webex support site, but if you need help you can contact Laurie Stevens (or Adam Chandler) and they will be happy to show you how to use it. All Cornell staff have the ability to schedule a Webex call.  This is very useful, for example, if you want to show a particular workflow in Voyager. Wiki Markup*Videoconferencing:* For larger groups, Polycom or WebEx are recommended \[link out to separate information to be supplied by Laurie, Jim, and Kate\]

Travel: A certain amount of travel funding is available for all TSI teams to conduct business in-person.  All groups (or at least the team leads) should plan to meet at least once, in person, at each others' institutions.  Plans for travel should be made in consultation with the Steering Committee, through the SC liaison.individual Steering Committee liaisons.  For Cornell non-exempt employees, see also Travel Time as Time Worked.  Also, for all Cornell travelers, food and incidentals on single-day trips (i.e. with no overnight) cannot be reimbursed using the per diem method; save your receipts for submission to Laurie for reimbursement!

Project Management Training: If there is demand, Ted Limpert at Columbia can provide basic project management training and/or provide advice as needed.

*Virtual Desktop Instructions: * \[Forthcoming\]

  Contact Kate Harcourt (harcourt@columbia.edu) for further information.

Virtual Desktop Instructions: It is possible to use Windows Remote Desktop to log in to a Columbia workstation from Cornell, and vice versa.  The 2CUL Remote Desktop Support Committee was established to setup the accounts and software required for such collaboration.

Flowcharts, New and Existing ProceduresFlowcharts, New Procedures: There are free flowchart tools available in PowerPoint for illustrating workflows.  For drafting new workflow procedures, guidelines developed by Cornell's Acquisitions & Automated Technical Services may be useful (https://asset1.basecamp.com/2016563/projects/1328668-2cul-tsi-steering/attachments/26511256/procedures.docx).*Mellon Grants: *add direct links?. Existing procedures may be shared. Most Cornell documentation is freely available. Columbia documentation is sometimes freely available. If documentation can not be accessed, notify Kate Harcourt. She can open up documents or obtain guest logins as appropriate. Documents may also be posted on basecamp or shared in a webex session.

2CUL TSI Project Description: An overview of the entire 2CUL Phase 2 Initiative, excerpted from the 2012 Mellon grant proposal, is available from the 2CUL TSI wiki home page.