Task Overview

Remaining Tasks as of Aug 15

Category	Task	Description	Who	Notes	Status
Standards	Review standards document	Review full document and note issues regarding readability/usability, consistency in tone and voice, need for more justification, need for directional info	All	Complete by 16 Aug 2017 - is more time needed?	In progress
Standards	Review suggestions/comments for sections you wrote	Review suggestions and comments made by other team members for your sections. Approve/reject suggestions and revise any sections necessary.	All	Complete by 23 Aug 2017
Standards	Review outline	Review standards outline for heading and section names and overall order	All	Complete by 23 Aug 2017
Standards	Submit to external reader	Colleague outside of group read standards and 1) note anything confusing 2) test instructions to make sure process works when creating and editing actual guides		Ideas for who might do this? The document is long, the semester is upon us, and this is not a small task. Alternatively, one of us could just work through the instructions to make sure everything works. before we do this, someone needs to go through doc and accept track changes, etc.
Standards	Finalize standards document	Finishing touches after group and external reviewer have completed review	1-2 people	How do we want to submit this with our report? As a document (it's current format) or should we go ahead and create the LibGuide? JS thinks LibGuides admins should review before we create Guide.
Review Process	Draft document of review process		Nancy	Complete by	In progress
Review Process	Review and comment on review doc		All	Complete by	In progress
Review Process	Create tool for request to author (google form)		Nancy	Google form drafted	In progress
Review Process	Create publication checklist	Create and finalize publication checklist for guide authors.			In progress
Review Process	Investigate and recommend tools to facilitate review process	Investigate and test publishing workflow feature in LibGuides to see if meets our needs to (can "groups" be set up so that HSL and Law could have their own workflow if needed?) Determine to what extent the publishing workflow feature meets our needs If publishing workflow does not meet our needs, recommend other mechanism/technology for guide review and approval		Complete by
Review process	Create/setup tool that author uses to submit guide for review	Could be through the LG system, google form, an email to the review team, etc., we just have to be clear about how this happens.		Complete by
Review process	Create/setup tool for providing feedback on guide to author	Mechanism through which review team provides feedback. Could be a simple document like K-State's or form.		Complete by
Implementation	Describe process for implementing standards and review process.	Discuss at a meeting (8/23) to ensure that we are all on the same page.		Ideas Recommend audit of existing LibGuides to identify those that fall beyond the established scope and need to be moved to Drupal/FAQs Proposal for how/timeline to revise existing course and subject guides to meet standards Proposal for maintaining guides going forward (How do we maintain guides going forward? Do they need to go through a "recertification" process that ensures they continue to meet standards?) Review team training Recommend that the first review team make note of how the review process is working, what changes may be needed, etc. and submit a brief report to administration after the first semester or year Describe extent to which HSL & Law are involved
Final report	Create final report
Final report	Review final report	Review final document (all parts except standards which should have been thoroughly reviewed at this point)	All

OLD Notes/Tasks - Design and content standards

Tasks

Review current LibGuides best practices
Review other examples of LibGuides standards

Read "service design" model for LibGuides LGServDesign.pdf
Identify categories and structure of design and content standards
Determine which group members will write standards for the different categories
Create template(s) for guides
Make decision about the role of LibGuides within our larger site ecosystem (what content goes into LibGuides vs Drupal, etc.)
Share draft of template(s) with RIS and LibGuides Administrators group
Agree on template and "Guide Page and Layout" standards
Re-read and comment on standards document (note issues regarding readability/usability, consistency in tone and voice, need for more justification, need for directional info)
Agree on and finalize publication checklist
Finalize templates and Guide Page and Layout sections after group agrees
Choose tool for standards

Deliverables:

Formalized design and content standards for LibGuides
Guide publication checklist
Recommendation for delivery of standards to guide authors (e.g. a LibGuide, other internal staff tool, etc.)
- internal LibGuide or Gitbook? (discuss with web site group?)
- LibGuide was decided on at 8/9 meeting

Review process

Tasks

Review needs specific to Temple Libraries (see below)
- Are there any other concerns or issues we should keep in mind?
Consider how Rick's work on current best practices/audit might fit in (maybe related to plan for updating existing guides?)
Outline process of review and approval with thought to our specific needs
Investigate and test publishing workflow feature in LibGuides to see if meets our needs to (can "groups" be set up so that HSL and Law could have their own workflow if needed?)
- Determine to what extent the publishing workflow feature meets our needs
- If publishing workflow does not meet our needs, recommend other mechanism/technology for guide review and approval
Determine the mechanism and policy for requesting to create a new guide or "pre-authoring"
Create Google Form for request to author
Create tool that author uses to submit guide for review
Create tool for providing feedback on guide to author
Make recommendation for composition and training of the review team (number of members, duration, etc.)
Make recommendation for authoring a course guide (no need to 'request to author' and can publish without review, but must be reviewed within 24 hours)

Notes

LibGuides review process must include

A way for a guide author to request and receive approval to create a new guide
- This is a way to review and determine if a guide is necessary, adequately differs from existing guides, and if the author is the appropriate person to produce that guide
- Does this apply to course guides or just subject and topic guides?
Accommodation of “last-minute guides” needed to satisfy requests for course-related instruction
Timeline for repeat reviews or general guide maintenance

Deliverables:

Recommendations for the process and mechanism for
- Member composition of review team
- Google form for "request to author"
- Description of process for submitting guides for review
- Description of process for notifying guide authors of guide approval, providing feedback to guide authors who need to make changes and resubmit

Implementation Process (including revision of existing guides, on-going maintenance schedule, and first review team)

Recommend audit of existing LibGuides to identify those that fall beyond the established scope and need to be moved to Drupal/FAQs
Proposal for how/timeline to revise existing course and subject guides to meet standards
Proposal for maintaining guides going forward (How do we maintain guides going forward? Do they need to go through a "recertification" process that ensures they continue to meet standards?)
Recommend that the first review team make note of how the review process is working, what changes may be needed, etc. and submit a brief report to administration after the first semester or year