WMS Workflows Advisory Group
Description and Statement of Work
Return on Investment (ROI)
Because participation in the work of WMS Workflows is optional, ROI will vary from person to person. Each member of WMS Workflows will have the opportunity to attend one or more in-person meetings per year, and can also serve on task forces.
- WMS Workflows Advisory Group Member
- WMS Workflows hosts up to 1-2 hour webinars, and are designed for high engagement professional development, best practice, and peer to peer training opportunities.
- Each meeting includes time for sharing with colleagues and developing relationships, as well as times focused on specific areas of learning.
- After attending a WMS Workflows session, participants should be better equipped with Workflow insights and also to collaborate with their PALNI colleagues .
- WMS Workflows Steering Committee
- Monthly 1 hour meetings
- 2 hours working group activities, projects, and task forces
- Access to professional development funds and training opportunities
- Direct development through leadership opportunities, skill sharing, and peer relationships
- WMS Workflows coordinates a range of activities, support and development opportunities available to all PALNI members (see below)
Goals of this Statement of Work
This statement of work defines the operational support provided by the WMS Workflows group to PALNI supported institutions. The objectives of this statement of work are to:
- Articulate clear roles and responsibilities of the WMS Workflows Advisory Group.
- Provide a concise and clear description of the operational services and support provided.
- Ensure that expected service is delivered through measurable means.
- Communicate expectations for PALNI supported institutions.
The WMS Workflows Advisory group is charged to define and promote best practices in the area of WMS workflows, identify and promote deep collaboration opportunities, coordinate workflow support, and participate in identifying and developing topics of interest for PALNI-wide webinars and summit meetings with other steering committees.
Specifically, WMS Workflows:
- Holds 1-2 virtual or in-person workshops per year.
- Maintains the applicable WMSW services and support resources.
- Creates targeted task forces on pertinent WMSW topics.
- Responds to requests to pursue solutions to problems, development requests, and new workflow considerations
Anyone employed by a PALNI member school who is involved in performing or managing WMS Workflows in their library is automatically considered a member of the WMS Workflows Advisory group. Participation in WMS Workflows events and work is encouraged but optional. The group steering composition will attempt to adhere to the following representation:
- 1-2 Cataloging representative(s)
- 1 Acquisitions representative
- KB/LM Librarian and Coordinator
- 1 RIO/User Needs/Usability Liaison Focus: Discovery Data Interoperability/Management/Configuration
- 1 Fulfillment representative
- 1 Systems/Infrastructure representative
- 1 Analytics representative
The work of WMS Workflows steering committee is currently:
- Brandon Board - AMBS - Chair
- [Acquisitions] (Acquisitions) - Josh Petrusa - Butler University
- [Analytics] (Analytics) Heather Loehr - Hanover College
- [Systems/Instructure] Brooke Cox - DePauw University
- [RIO] (Discovery) Brandon Board
- [Cataloging/Metadata] (Record manager / Collection Manager) Joe Springer - Mennonite Historical Library
- [Cataloging/Metadata] (Record manager / Collection Manager) Mary Bogue - Earlham College
- [KB/LM] (License Manager & Collection Manager) Lisa Gonzalez - PALNI
- [Fulfillment] (Circulation, Tipasa, WorldShare ILL) Heather Myers - Anderson
The steering committee can be contacted via email email@example.com
Ongoing Responsibilities of the WMS Workflows Steering
- Members of the WMS Workflows (WMSW) steering committee spend 2 or more hours a month working on WMSW activities, and are expected to serve in a WMSW leadership capacity by chairing and serving on task forces, as well as planning WMSW events.
- Review the statement of work annually or as necessary to address changes in staffing, expectations, or service need.
- Perform action items, including those from the strategic plan and others that are identified.
- Organize, submit, and advocate for WMS enhancement requests on behalf of members and PALNI
- Review WMS module release notes and provide summaries or virtual office hours to communicate key impacts to workflows for PALNI librarians.
- Actively collaborate with other PALNI groups.
- Communicate with OCLC support regarding issues affecting workflows and related system features
Ongoing Local Responsibilities
- WMSW’s resources and support are developed specifically for staff at PALNI member libraries. Institutions are responsible for implementing workflows, tools, and services at a local level.
- WMSW provides the PALNI board and other stakeholders with updates about activities and support requests.
- WMSW is providing webinar sessions for training and collaboration
- WMSW is providing release note summaries and webinar sessions when applicable
For More Information
- Contact the group chair at firstname.lastname@example.org