Tips for Chairs and Leads of 2CUL TSI Committees, Teams, and Working Groups -- DRAFT
Charges: Although proposals and/or draft charges will be provided by the 2CUL TSI Steering Committee (SC), groups should feel free to edit these documents over time, as required, in consultation with their SC liaisons.
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 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.
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:
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.
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]
Flowcharts, 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?