https://wiki.diglib.org/api.php?action=feedcontributions&feedformat=atom&user=Nowviskie 2026-05-30T18:59:29Z User contributions MediaWiki 1.44.0 https://wiki.diglib.org/index.php?title=User:Nowviskie&diff=16960 2025-12-16T20:23:55Z

<p>Nowviskie: Created page with &quot;Nowviskie&quot;</p> <hr /> <div>Nowviskie</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=14214 2018-08-28T14:57:43Z

<p>Nowviskie: </p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' <br /> <br /> == DLF Organizers' Toolkit == <br /> [[File:Organizing-with-DLF.png|thumb]]<br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> * [[Home|OpenLab]] Workshop 2015 <br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> ## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *[[Digitizing Special Formats]] (resource library)<br /> *[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=14208 2018-08-28T14:54:04Z

<p>Nowviskie: </p> <hr /> <div>[[File:Organizing-with-DLF.png|thumb]]<br /> This section of the [[About DLF and the Organizers' Toolkit|DLF Organizers' Toolkit]] provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally created in 2017 by '''Library &amp; Archives Consultant [http://www.joymbanksconsulting.com Joy M. Banks, MSLS],''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br /> <br /> <br /> == Formats ==<br /> In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br /> <br /> === Casual v. Formal ===<br /> There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br /> <br /> For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br /> <br /> * Do you actually need to see a screen or is voice access enough?<br /> * Will everyone be able to participate via audio connections or will some need a chat feature?<br /> * Will everyone be able to use their computer for audio or will a phone line be necessary?<br /> * Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br /> * Talk to your group, and find out what works best for you.<br /> <br /> For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br /> * Will you need the ability to screen share, chat, and file share?<br /> * Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br /> * Will your presenters need training on the platform in advance?<br /> * Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br /> <br /> === Collaborative v. Lecture ===<br /> While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br /> <br /> If you need a '''collaborative''' online environment:<br /> * Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br /> * Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br /> * Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br /> <br /> When presenting information in a '''lecture''' environment:<br /> * It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br /> * Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br /> <br /> === Meeting v. Learning ===<br /> You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br /> <br /> If you are planning a '''meeting''', consider the following:<br /> * Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br /> * Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br /> * Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br /> <br /> If you are interested in creating a '''learning''' environment:<br /> * Planning should begin far in advance of the date of presentation.<br /> * A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br /> * For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br /> <br /> === Recorded v. Live ===<br /> The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br /> <br /> If you are recording a '''live''' presentation for use later:<br /> * Be sure that you designate someone to start and end the recording.<br /> * Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br /> * If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br /> * Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br /> <br /> It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br /> <br /> If you plan to only provide a '''recorded''' presentation:<br /> * Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br /> * Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br /> * Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br /> * Consider including your script as captions in the recording to offer an additional way users can access the materials.<br /> <br /> === Audio v. Video ===<br /> For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br /> <br /> When thinking about '''audio''' only:<br /> * Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br /> * This can be great for a simple conference call with a small group of individuals already familiar with each other.<br /> * For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br /> <br /> When thinking about '''video''' options:<br /> * Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br /> * Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br /> * If you expect everyone to participate through video, give advance notice so no one is surprised.<br /> <br /> <br /> == Speakers ==<br /> === Virtual v. Face to Face ===<br /> While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br /> <br /> '''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br /> <br /> '''Solution''': <br /> * ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br /> * ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br /> * ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br /> <br /> '''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br /> <br /> '''Solution''': <br /> * ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br /> * ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br /> <br /> '''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br /> <br /> '''Solution''':<br /> * ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br /> <br /> '''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br /> <br /> '''Solution''':<br /> * Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br /> * Describe verbally any important visual aids.<br /> * Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br /> * Try to avoid experiences which will require a very high internet speed connection.<br /> * Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br /> <br /> === Delivering an Engaging Virtual Presentation ===<br /> * Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br /> * Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br /> * Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&amp;A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br /> * Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br /> * Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br /> * Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br /> * Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br /> * Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br /> * Relax, be sure to have a cup of water, and enjoy the experience.<br /> <br /> == Hosts ==<br /> === General Tips ===<br /> For Virtual '''Business Meetings''':<br /> * Try to limit the meeting to one hour.<br /> * If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br /> * Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br /> * Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br /> * Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br /> * Will the meeting need to be recorded? If so,<br /> ** Where will the recording live and how will members access it?<br /> ** Will there be usage restrictions based on the content of the meeting?<br /> <br /> <br /> For Virtual '''Educational Webinars''':<br /> * Most online learning experiences should last no more than ninety minutes.<br /> * Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br /> * Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br /> * Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br /> * Will the webinar be recorded? If the answer is yes, consider:<br /> ** Where will the recordings live and how long they will need to last?<br /> ** Will you need to edit the recordings or be able to post as is?<br /> ** Will the recording need to capture the entire webinar environment or just the presentation slides?<br /> ** How will the experience differ for those who view the recording?<br /> ** Will captioning need to be added to the recording?<br /> <br /> === Planning ===<br /> Planning a virtual webinar or meeting begins in much the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br /> <br /> Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br /> <br /> ==== Choosing a Topic ====<br /> If you are hosting a '''business meeting''', your topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br /> <br /> <br /> Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Or you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br /> * Make sure the topic hasn’t been covered sufficiently elsewhere.<br /> * Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br /> ** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br /> ** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br /> ** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br /> ** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br /> * All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br /> <br /> ==== Finding a Speaker ====<br /> As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br /> <br /> When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br /> Be sure you have answers to the following:<br /> * Will the speaker be reimbursed?<br /> * How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br /> * Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br /> * Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br /> * When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br /> <br /> ==== Setting a Date ====<br /> The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br /> <br /> If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br /> <br /> ==== Communication ====<br /> With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br /> * Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br /> * Email works well for critical information, but only if everyone checks the email address provided. <br /> * When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br /> Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br /> <br /> Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br /> * '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br /> * '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br /> * '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br /> <br /> ==== Registration ====<br /> When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br /> <br /> <br /> As host, you can choose a variety of ways to approach registration for '''webinars'''.<br /> * Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br /> * Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br /> * No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br /> <br /> Several tips for registration:<br /> * If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br /> * Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br /> * If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br /> <br /> === Moderating ===<br /> When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br /> <br /> While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br /> <br /> Useful tips for moderating a webinar:<br /> * Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br /> * Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br /> * Always have questions on hand to promote conversation if a Q&amp;A time is included at the end.<br /> * After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br /> * Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br /> * Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br /> <br /> === Assessing ===<br /> While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br /> * Is everyone able to use the selected platform or should another be tried?<br /> * Are the times still convenient for most involved?<br /> * Does everyone feel like the frequency is sufficient or should that be reevaluated?<br /> * Are the meetings productive or could that use some work?<br /> By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br /> <br /> Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br /> <br /> When planning assessment, consider the following:<br /> * Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br /> * Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br /> * Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br /> * When designing the survey, leave ample room for open comments.<br /> * Phrase your survey questions to be neutral. For example, if asking about the quality of the speaker, using a phrase like &quot;The Presenter was knowledgeable&quot; is less leading than &quot;The Presenter was excellent.&quot; Allow the survey taker to express their level of agreement.<br /> * Consider carefully which questions are mandatory and which optional.<br /> * Ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br /> * Try to make a survey that would take no longer than 5-10 minutes to complete. <br /> <br /> [https://www.clir.org/hiddencollections/sahc/sahc_webinar_evaluation_survey Click here] for a pdf of the assessment survey from CLIR [https://www.clir.org/hiddencollections/sahc/webinar1 SAHC's first webinars].<br /> <br /> === Sample Planning Timeline ===<br /> This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br /> <br /> '''2-3 months prior'''<br /> * You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br /> * You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br /> * Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. <br /> * Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract. (For example, [https://www.clir.org/hiddencollections/sahc/curriculum-committee-agreement-template click here] for a Microsoft Word Template of CLIR's Curriculum Committee agreement from the SAHC project).<br /> * Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br /> <br /> '''1 month prior'''<br /> * Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br /> * Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br /> * Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br /> * Determine if there are any supplemental documents that would be useful for participants to have.<br /> * Collect a bio for the speaker.<br /> * Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br /> <br /> '''1 week prior'''<br /> * Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br /> * Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br /> * Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br /> * Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br /> * Open registration for the event and share with target audiences.<br /> <br /> '''Day of event'''<br /> * Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br /> * Test and balance the microphone levels for anyone who will be speaking during the event.<br /> * Make sure everyone understands their assigned tasks.<br /> * Relax, get some water, and wait for the event.<br /> * Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br /> <br /> == Resources ==<br /> === Planning ===<br /> * [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br /> * [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br /> <br /> === Presenting ===<br /> * [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br /> * [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br /> * [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br /> * [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br /> * [https://bridgepoint.equella.ecollege.com/curriculum/file/fd92fafa-163c-4199-87ae-1097b2e51720/1/SLA%202017.zip/story_html5.html Adaptive and Engaging: Video Tutorials Done Right] - an adaptation of a presentation given by Jamie Lin at the SLA 2017 Annual Meeting in Phoenix, AZ. The narrated presentation allows exploration of a number of facets of creating recorded video tutorials. For the best viewing experience, use a browser other than Chrome.<br /> * [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br /> * [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br /> * [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br /> * [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br /> <br /> === Accessibility ===<br /> * [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br /> * [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br /> * [https://help.blackboard.com/Learn/Instructor/Accessibility/Caption_Video_Content_Best_Practices Best Practice: Captioning Video Content] - a summary resource from Blackboard Help that provides an overview of captioning including basic help for using YouTube to add captions to videos.<br /> * [http://ccacaptioning.org/resources/ Resources: How To's &amp; Best Practices for Closed Captioning] - An extensive list of resources from the [http://ccacaptioning.org/ CCAC] (Collaborative for Communication Access vis Captioning), an advocacy and education group to encourage greater accessibility to content through quality captioning.<br /> * [http://www.3playmedia.com/resources/overview/ 3PlayMedia Resources] - An extensive listing of resources related to captioning and other digital accessibility requirements including related US laws and policies, research reports, white papers, and webinars (recorded and live). [http://www.3playmedia.com/ 3PlayMedia] is a professional captioning service based in Boston, MA.<br /> * [http://bbc.github.io/subtitle-guidelines/ BBC Subtitle Guidelines] - The extensive policy and guidelines from BBC for creating and attaching captions and subtitles to videos. This could provide help with determining fonts, line breaks, and other style assistance as well as other practical information.<br /> * [https://accessibility.blog.gov.uk/2016/09/02/dos-and-donts-on-designing-for-accessibility/ The Dos and Don'ts on Designing for Accessibility] - From the Gov.UK blog, these 2016 visual posters designed by Karwai Pun offer clear suggestions and guidelines for designing content for a variety of disabilities and impairments.<br /> <br /> === Resources and Media ===<br /> When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br /> <br /> * [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br /> * [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br /> * [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br /> * [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br /> * [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br /> * [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&amp;spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - YouTube tutorial by edtech2020, Tim Chase, May 16, 2013<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Starting_a_New_Initiative_or_Working_Group&diff=14200 2018-08-28T14:52:14Z

<p>Nowviskie: </p> <hr /> <div>[[File:Organizing-with-DLF.png|thumb]]<br /> DLF groups are typically formed by virtue of our being approached by people with good ideas, so there's no annual timeline or formal approval process for affiliation. Simply get in touch with us at [mailto:info@diglib.org info@diglib.org] to discuss the possibilities! <br /> <br /> Our working group leaders are self-starters and we encourage them to think creatively about platforms they can use independently to get their work done. The DLF Team works with groups on a case-by-case basis to try to get them the [https://wiki.diglib.org/Working_with_Team_DLF resources] they need. We also make sure to reserve some space for DLF-affiliated groups at the DLF Forum. <br /> <br /> In exchange, we ask that your group: <br /> <br /> * Operate under the [https://www.diglib.org/about/code-of-conduct/ DLF Code of Conduct] if you use our name (or a similar code, in case of a partnership or pre-existing group)<br /> * Keep your DLF website and OSF and/or wiki pages reasonably up-to-date (even if those are mostly just pointers to information held elsewhere)<br /> * Tag [https://twitter.com/CLIRDLF @CLIRDLF] on Twitter and send messages about your work to our primary listserv, [https://lists.clir.org/cgi-bin/wa?A0=DLF-ANNOUNCE DLF-Announce], so that we can help promote it and drive traffic your way!<br /> <br /> Please don’t hesitate to [mailto:info@diglib.org reach out to us] with any questions or ideas! Starting a new initiative or working group could be as simple as: sending out a call for interest to gauge interest in the community; getting in touch with those willing to put in time, to schedule a meeting and develop a plan; and using DLF as a platform to circulate new ideas, resources, and readings, and to make progress on issues.<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=14185 2018-08-28T12:47:26Z

<p>Nowviskie: /* Hosted/Sponsored Groups and Projects */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> * [[Home|OpenLab]] Workshop 2015 <br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> ## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *[[Digitizing Special Formats]] (resource library)<br /> *[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=14184 2018-08-28T12:47:02Z

<p>Nowviskie: /* Hosted/Sponsored Groups and Projects */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> *DLF [[Legible Learning]] Project (coming Summer 2018)<br /> * [[Home|OpenLab]] Workshop 2015 <br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> ## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *[[Digitizing Special Formats]] (resource library)<br /> *[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=14180 2018-08-28T12:44:11Z

<p>Nowviskie: /* Table of Contents */</p> <hr /> <div>This section of the [[About DLF and the Organizers' Toolkit|DLF Organizers' Toolkit]] provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally created in 2017 by '''Library &amp; Archives Consultant [http://www.joymbanksconsulting.com Joy M. Banks, MSLS],''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br /> <br /> <br /> == Formats ==<br /> In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br /> <br /> === Casual v. Formal ===<br /> There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br /> <br /> For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br /> <br /> * Do you actually need to see a screen or is voice access enough?<br /> * Will everyone be able to participate via audio connections or will some need a chat feature?<br /> * Will everyone be able to use their computer for audio or will a phone line be necessary?<br /> * Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br /> * Talk to your group, and find out what works best for you.<br /> <br /> For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br /> * Will you need the ability to screen share, chat, and file share?<br /> * Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br /> * Will your presenters need training on the platform in advance?<br /> * Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br /> <br /> === Collaborative v. Lecture ===<br /> While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br /> <br /> If you need a '''collaborative''' online environment:<br /> * Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br /> * Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br /> * Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br /> <br /> When presenting information in a '''lecture''' environment:<br /> * It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br /> * Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br /> <br /> === Meeting v. Learning ===<br /> You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br /> <br /> If you are planning a '''meeting''', consider the following:<br /> * Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br /> * Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br /> * Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br /> <br /> If you are interested in creating a '''learning''' environment:<br /> * Planning should begin far in advance of the date of presentation.<br /> * A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br /> * For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br /> <br /> === Recorded v. Live ===<br /> The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br /> <br /> If you are recording a '''live''' presentation for use later:<br /> * Be sure that you designate someone to start and end the recording.<br /> * Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br /> * If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br /> * Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br /> <br /> It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br /> <br /> If you plan to only provide a '''recorded''' presentation:<br /> * Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br /> * Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br /> * Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br /> * Consider including your script as captions in the recording to offer an additional way users can access the materials.<br /> <br /> === Audio v. Video ===<br /> For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br /> <br /> When thinking about '''audio''' only:<br /> * Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br /> * This can be great for a simple conference call with a small group of individuals already familiar with each other.<br /> * For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br /> <br /> When thinking about '''video''' options:<br /> * Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br /> * Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br /> * If you expect everyone to participate through video, give advance notice so no one is surprised.<br /> <br /> <br /> == Speakers ==<br /> === Virtual v. Face to Face ===<br /> While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br /> <br /> '''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br /> <br /> '''Solution''': <br /> * ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br /> * ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br /> * ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br /> <br /> '''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br /> <br /> '''Solution''': <br /> * ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br /> * ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br /> <br /> '''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br /> <br /> '''Solution''':<br /> * ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br /> <br /> '''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br /> <br /> '''Solution''':<br /> * Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br /> * Describe verbally any important visual aids.<br /> * Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br /> * Try to avoid experiences which will require a very high internet speed connection.<br /> * Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br /> <br /> === Delivering an Engaging Virtual Presentation ===<br /> * Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br /> * Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br /> * Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&amp;A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br /> * Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br /> * Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br /> * Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br /> * Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br /> * Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br /> * Relax, be sure to have a cup of water, and enjoy the experience.<br /> <br /> == Hosts ==<br /> === General Tips ===<br /> For Virtual '''Business Meetings''':<br /> * Try to limit the meeting to one hour.<br /> * If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br /> * Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br /> * Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br /> * Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br /> * Will the meeting need to be recorded? If so,<br /> ** Where will the recording live and how will members access it?<br /> ** Will there be usage restrictions based on the content of the meeting?<br /> <br /> <br /> For Virtual '''Educational Webinars''':<br /> * Most online learning experiences should last no more than ninety minutes.<br /> * Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br /> * Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br /> * Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br /> * Will the webinar be recorded? If the answer is yes, consider:<br /> ** Where will the recordings live and how long they will need to last?<br /> ** Will you need to edit the recordings or be able to post as is?<br /> ** Will the recording need to capture the entire webinar environment or just the presentation slides?<br /> ** How will the experience differ for those who view the recording?<br /> ** Will captioning need to be added to the recording?<br /> <br /> === Planning ===<br /> Planning a virtual webinar or meeting begins in much the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br /> <br /> Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br /> <br /> ==== Choosing a Topic ====<br /> If you are hosting a '''business meeting''', your topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br /> <br /> <br /> Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Or you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br /> * Make sure the topic hasn’t been covered sufficiently elsewhere.<br /> * Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br /> ** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br /> ** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br /> ** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br /> ** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br /> * All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br /> <br /> ==== Finding a Speaker ====<br /> As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br /> <br /> When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br /> Be sure you have answers to the following:<br /> * Will the speaker be reimbursed?<br /> * How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br /> * Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br /> * Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br /> * When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br /> <br /> ==== Setting a Date ====<br /> The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br /> <br /> If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br /> <br /> ==== Communication ====<br /> With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br /> * Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br /> * Email works well for critical information, but only if everyone checks the email address provided. <br /> * When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br /> Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br /> <br /> Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br /> * '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br /> * '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br /> * '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br /> <br /> ==== Registration ====<br /> When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br /> <br /> <br /> As host, you can choose a variety of ways to approach registration for '''webinars'''.<br /> * Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br /> * Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br /> * No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br /> <br /> Several tips for registration:<br /> * If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br /> * Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br /> * If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br /> <br /> === Moderating ===<br /> When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br /> <br /> While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br /> <br /> Useful tips for moderating a webinar:<br /> * Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br /> * Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br /> * Always have questions on hand to promote conversation if a Q&amp;A time is included at the end.<br /> * After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br /> * Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br /> * Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br /> <br /> === Assessing ===<br /> While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br /> * Is everyone able to use the selected platform or should another be tried?<br /> * Are the times still convenient for most involved?<br /> * Does everyone feel like the frequency is sufficient or should that be reevaluated?<br /> * Are the meetings productive or could that use some work?<br /> By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br /> <br /> Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br /> <br /> When planning assessment, consider the following:<br /> * Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br /> * Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br /> * Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br /> * When designing the survey, leave ample room for open comments.<br /> * Phrase your survey questions to be neutral. For example, if asking about the quality of the speaker, using a phrase like &quot;The Presenter was knowledgeable&quot; is less leading than &quot;The Presenter was excellent.&quot; Allow the survey taker to express their level of agreement.<br /> * Consider carefully which questions are mandatory and which optional.<br /> * Ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br /> * Try to make a survey that would take no longer than 5-10 minutes to complete. <br /> <br /> [https://www.clir.org/hiddencollections/sahc/sahc_webinar_evaluation_survey Click here] for a pdf of the assessment survey from CLIR [https://www.clir.org/hiddencollections/sahc/webinar1 SAHC's first webinars].<br /> <br /> === Sample Planning Timeline ===<br /> This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br /> <br /> '''2-3 months prior'''<br /> * You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br /> * You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br /> * Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. <br /> * Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract. (For example, [https://www.clir.org/hiddencollections/sahc/curriculum-committee-agreement-template click here] for a Microsoft Word Template of CLIR's Curriculum Committee agreement from the SAHC project).<br /> * Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br /> <br /> '''1 month prior'''<br /> * Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br /> * Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br /> * Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br /> * Determine if there are any supplemental documents that would be useful for participants to have.<br /> * Collect a bio for the speaker.<br /> * Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br /> <br /> '''1 week prior'''<br /> * Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br /> * Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br /> * Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br /> * Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br /> * Open registration for the event and share with target audiences.<br /> <br /> '''Day of event'''<br /> * Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br /> * Test and balance the microphone levels for anyone who will be speaking during the event.<br /> * Make sure everyone understands their assigned tasks.<br /> * Relax, get some water, and wait for the event.<br /> * Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br /> <br /> == Resources ==<br /> === Planning ===<br /> * [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br /> * [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br /> <br /> === Presenting ===<br /> * [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br /> * [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br /> * [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br /> * [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br /> * [https://bridgepoint.equella.ecollege.com/curriculum/file/fd92fafa-163c-4199-87ae-1097b2e51720/1/SLA%202017.zip/story_html5.html Adaptive and Engaging: Video Tutorials Done Right] - an adaptation of a presentation given by Jamie Lin at the SLA 2017 Annual Meeting in Phoenix, AZ. The narrated presentation allows exploration of a number of facets of creating recorded video tutorials. For the best viewing experience, use a browser other than Chrome.<br /> * [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br /> * [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br /> * [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br /> * [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br /> <br /> === Accessibility ===<br /> * [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br /> * [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br /> * [https://help.blackboard.com/Learn/Instructor/Accessibility/Caption_Video_Content_Best_Practices Best Practice: Captioning Video Content] - a summary resource from Blackboard Help that provides an overview of captioning including basic help for using YouTube to add captions to videos.<br /> * [http://ccacaptioning.org/resources/ Resources: How To's &amp; Best Practices for Closed Captioning] - An extensive list of resources from the [http://ccacaptioning.org/ CCAC] (Collaborative for Communication Access vis Captioning), an advocacy and education group to encourage greater accessibility to content through quality captioning.<br /> * [http://www.3playmedia.com/resources/overview/ 3PlayMedia Resources] - An extensive listing of resources related to captioning and other digital accessibility requirements including related US laws and policies, research reports, white papers, and webinars (recorded and live). [http://www.3playmedia.com/ 3PlayMedia] is a professional captioning service based in Boston, MA.<br /> * [http://bbc.github.io/subtitle-guidelines/ BBC Subtitle Guidelines] - The extensive policy and guidelines from BBC for creating and attaching captions and subtitles to videos. This could provide help with determining fonts, line breaks, and other style assistance as well as other practical information.<br /> * [https://accessibility.blog.gov.uk/2016/09/02/dos-and-donts-on-designing-for-accessibility/ The Dos and Don'ts on Designing for Accessibility] - From the Gov.UK blog, these 2016 visual posters designed by Karwai Pun offer clear suggestions and guidelines for designing content for a variety of disabilities and impairments.<br /> <br /> === Resources and Media ===<br /> When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br /> <br /> * [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br /> * [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br /> * [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br /> * [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br /> * [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br /> * [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&amp;spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - YouTube tutorial by edtech2020, Tim Chase, May 16, 2013<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Starting_a_New_Initiative_or_Working_Group&diff=14173 2018-08-28T12:42:13Z

<p>Nowviskie: /* Table of Contents */</p> <hr /> <div>DLF groups are typically formed by virtue of our being approached by people with good ideas, so there's no annual timeline or formal approval process for affiliation. Simply get in touch with us at [mailto:info@diglib.org info@diglib.org] to discuss the possibilities! <br /> <br /> Our working group leaders are self-starters and we encourage them to think creatively about platforms they can use independently to get their work done. The DLF Team works with groups on a case-by-case basis to try to get them the [https://wiki.diglib.org/Working_with_Team_DLF resources] they need. We also make sure to reserve some space for DLF-affiliated groups at the DLF Forum. <br /> <br /> In exchange, we ask that your group: <br /> <br /> * Operate under the [https://www.diglib.org/about/code-of-conduct/ DLF Code of Conduct] if you use our name (or a similar code, in case of a partnership or pre-existing group)<br /> * Keep your DLF website and OSF and/or wiki pages reasonably up-to-date (even if those are mostly just pointers to information held elsewhere)<br /> * Tag [https://twitter.com/CLIRDLF @CLIRDLF] on Twitter and send messages about your work to our primary listserv, [https://lists.clir.org/cgi-bin/wa?A0=DLF-ANNOUNCE DLF-Announce], so that we can help promote it and drive traffic your way!<br /> <br /> Please don’t hesitate to [mailto:info@diglib.org reach out to us] with any questions or ideas! Starting a new initiative or working group could be as simple as: sending out a call for interest to gauge interest in the community; getting in touch with those willing to put in time, to schedule a meeting and develop a plan; and using DLF as a platform to circulate new ideas, resources, and readings, and to make progress on issues.<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=14170 2018-08-28T12:41:19Z

<p>Nowviskie: /* DLF Organizers&#039; Toolkit */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Communications and Consensus]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> *DLF [[Legible Learning]] Project (coming Summer 2017)<br /> * [[Home|OpenLab]] Workshop 2015 <br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> ## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *[[Digitizing Special Formats]] (resource library)<br /> *[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=14161 2018-08-21T11:15:46Z

<p>Nowviskie: /* Hosted/Sponsored Groups and Projects */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> *DLF [[Legible Learning]] Project (coming Summer 2017)<br /> * [[Home|OpenLab]] Workshop 2015 <br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here]. [[File:DLFgroupsposter.jpg|thumb]]<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> ## [[Assessment:User/Reuse | AIG Content Reuse Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *[[Digitizing Special Formats]] (resource library)<br /> *[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Labor&diff=13668 2018-07-23T13:02:42Z

<p>Nowviskie: /* Contingency and Precarity */</p> <hr /> <div>This is a page for the DLF [https://www.diglib.org/groups/dlf-working-group-on-labor-in-digital-libraries/ Working Group on Labor in Digital Libraries].<br /> <br /> == Working Group on Labor in Digital Libraries, Archives, and Museums ==<br /> <br /> Read [https://www.diglib.org/proposal-for-a-dlf-working-group-on-labor-in-digital-libraries-archives-and-museums/ an announcement] on the group's formation, by Ruth Tillman. <br /> <br /> TO JOIN: please [https://groups.google.com/forum/#!forum/dlf-labor-working-group/ sign up for the Google Group]. <br /> <br /> As of April, 2017, this group is forming two smaller working groups with two facilitators each, based on themes pulled from member introductions and responses to the initial interest survey (now closed). Join a sub-group by filling out [https://docs.google.com/forms/d/e/1FAIpQLScOHRLXfTLn2B-quqLbrVLS_JHsnsHAGrX_867BYthEKr9cSw/viewform this form].<br /> <br /> Both subgroups are collecting citations and materials relevant to their work in [https://www.zotero.org/groups/dlf-labor-wg/items a Zotero group].<br /> <br /> === Contingency and Precarity ===<br /> Facilitators: Ruth Tillman, Sandy Rodriguez <br /> <br /> Topics: Grant-funded &amp; term positions, organizing workers, digitization &amp; labor (including labor of incarcerated workers), labor and digital scholarship, internships, credential creep/credentialism<br /> <br /> '''Goals 2018'''<br /> * finalizing the guidelines for grant-funded positions<br /> <br /> '''Deliverables'''<br /> * guideline publication through DLF<br /> <br /> '''Goals 2017'''<br /> * organizing and setting up logistics for communication;<br /> * performing a literature review on contingency and precarity;<br /> * analyzing and sharing readings to determine scope of work;<br /> * drafting guidelines for designing grant-funded positions<br /> <br /> '''Deliverables:'''<br /> * [https://www.zotero.org/groups/1235192/dlf-labor-wg List of readings on contingency and precarity]<br /> * [https://docs.google.com/document/d/1MVt7JhlRZapZdk4jefOsi9gLxuj1OOEZXAznoeLeYrA/ First working draft of the guidelines (open comment)]<br /> <br /> '''[[Labor/Contingency-Precarity/Minutes | Minutes page]]'''<br /> <br /> === Valuing Labor === <br /> Facilitators: Amy Wickner (Melissa Chalmers, on leave)<br /> <br /> Topics: Organiz(ed/ing) labor, (in)visibility, maintenance, emotional labor, classification of labor, transitions across categories of labor, worker-centered assessment, hiring and retention practices especially re: members of marginalized communities<br /> <br /> '''Goals 2018'''<br /> * Collaborate on a research agenda for valuing labor in digital libraries<br /> <br /> '''Deliverables'''<br /> * [https://docs.google.com/document/d/150-mhgyn5-MKxIXhxthOy6E6EuZsKbAo2PZS1nqcOE8/edit?usp=sharing Draft research agenda] and [https://docs.google.com/document/d/1IK-f3nZvF-ePxshs2SYg7MQRkQ-zLnlVoyWK2MP8pZ8/edit?usp=sharing supporting bibliography]<br /> ** Public comment period (in documents or [https://docs.google.com/forms/d/e/1FAIpQLSemI3uDWxY36iTokF_YbQ8N41YiQcOlZ57FNNzXsxOj0UhcHg/viewform?usp=sf_link via this form]) June 19 - July 16, 2018<br /> <br /> '''[[Labor/Valuing-Labor/Minutes | Minutes page]]'''</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=13611 2018-06-01T20:21:45Z

<p>Nowviskie: /* Digitization and CLIR Hidden Collections Resources */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> *DLF [[Legible Learning]] Project (coming Summer 2017)<br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here].<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources will be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs and to anyone planning a digitization project.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *[[Digitizing Special Formats]] (resource library)<br /> *[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=13610 2018-06-01T20:20:56Z

<p>Nowviskie: /* Digitization and CLIR Hidden Collections Resources */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> *DLF [[Legible Learning]] Project (coming Summer 2017)<br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here].<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources may be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *[[Digitizing Special Formats]] (resource library)<br /> *[[Strategies for Advancing Hidden Collections]] free webinars and helpful guides <br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=13609 2018-06-01T20:19:43Z

<p>Nowviskie: /* Digitization and CLIR Hidden Collections Resources */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> *DLF [[Legible Learning]] Project (coming Summer 2017)<br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here].<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> ## [[Assessment:User/UX | AIG User/UX Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Outreach | #DLFteach Outreach Group]]<br /> # [[Pedagogy:Professional Development | #DLFteach Professional Development Group]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Group]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF [[Digital Scholarship Working Group]]<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources may be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs.<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> *Resources and links on [[Digitizing Special Formats]] <br /> *[[Strategies for Advancing Hidden Collections]]<br /> *[https://www.clir.org/hiddencollections/applicant-resources/#toolkit Hidden Collections Applicant Toolkit videos] created by DLF<br /> # [https://www.youtube.com/watch?v=Epk3OwOQqvI Common Challenges]<br /> # [https://www.youtube.com/watch?v=s18DaM6TXHE Rights, Ethics, and Re-Use]<br /> # [https://www.youtube.com/watch?v=XNPvuWnTJhg Sustainability]<br /> # [https://www.youtube.com/watch?v=qd4tWzlelWs Institutional Capacity + Community]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] or email info(at)diglib.org to have editing privileges enabled or to ask for help at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Pedagogy&diff=13373 2018-03-13T16:39:53Z

<p>Nowviskie: /* Get involved */</p> <hr /> <div>[[File:DLFteach.png|thumb]]<br /> = '''DLF Digital Library Pedagogy Group''' =<br /> <br /> The DLF Digital Library Pedagogy group is an informal community within the larger DLF community that was formed thanks to practitioner interest following the 2015 DLF Forum. The group is open to anyone interested in learning about or collaborating on digital library pedagogy.<br /> <br /> ==Get involved==<br /> <br /> * Join our [https://groups.google.com/forum/#!forum/dlf-pedagogy Google Group].<br /> * Check in with us during [https://www.diglib.org/dlfteach-office-hours/ #DLFteach office hours] on Slack every Tuesday at 2:00 p.m. Eastern.<br /> * Participate in a #DLFteach [https://wiki.diglib.org/Pedagogy:Twitter_Chats Twitter chat].<br /> <br /> ==Current Projects==<br /> * [[Pedagogy:Outreach]]<br /> * [[Pedagogy:Professional Development]]<br /> * [[Pedagogy:DOCC]]<br /> <br /> == Archived Documentation ==<br /> As Digital Library Pedagogy projects conclude, they will be archived with the [https://osf.io/cebsv Open Science Framework].</div>

Nowviskie https://wiki.diglib.org/index.php?title=Pedagogy:Outreach:Twitter&diff=13366 2018-03-12T20:21:43Z

<p>Nowviskie: </p> <hr /> <div>We host Twitter chats using the hashtag [https://twitter.com/search?q=%23DLFteach #DLFteach]. Chats take place every other month, alternating between 2:00 p.m. and 8:00 p.m. Eastern (that’s 11:00 a.m. and 5:00 p.m. Pacific). Learn more about the DLF [[Pedagogy]] Group on our wiki page.<br /> <br /> == Upcoming chats ==<br /> <br /> *[https://wiki.diglib.org/Pedagogy:Twitter_Chat:2018-03-13 March 13, 2018] at 8:00 p.m. Eastern<br /> *May 8, 2018 at 2:00 p.m. Eastern<br /> *July 10, 2018 at 8:00 p.m. Eastern<br /> *September 11, 2018 at 2:00 p.m. Eastern<br /> *November 13, 2018 at 8:00 p.m. Eastern<br /> <br /> == Previous chats ==<br /> *January 10, 2017 [https://storify.com/EllieDickson/dlfteach Storify] and [https://docs.google.com/spreadsheets/d/1r4xYhGlfA96EZTnj1r4OGGUkfwoiuU9WJqJaLl0KgGI/pubhtml spreadsheet]<br /> *March 14, 2017 [https://storify.com/EllieDickson/dlfteach-3-15-2017 Storify] and [https://docs.google.com/spreadsheets/d/1KZIvw4BYhnX8nvIIHJcNb2ZDNkqivox9vbPOchnsHco/pubhtml spreadsheet]<br /> *May 9, 2017 [https://docs.google.com/spreadsheets/d/1Q89pmEO-xsn-x545e_rWCsvG1YFYkRiuGP3FrfwH6qE/pubhtml spreadsheet]<br /> *July 11, 2017 [https://docs.google.com/spreadsheets/d/1JaaVlF227r2oq5DY_vZa26MNgMgAYAQJSLRSII1H-tM/pubhtml spreadsheet]<br /> *September 12, 2017 [https://docs.google.com/spreadsheets/d/e/2PACX-1vQudbSu3LsDt5pb6YeOBA6sIZcb4MCFUjFutyGxWZit9faahSqrVsOuGj3_42MTu9QJwqgBSswqcgDa/pubhtml spreadsheet]<br /> *[https://wiki.diglib.org/Pedagogy:Twitter_Chats:2018-01-09 January 9, 2018] at 2:00 p.m. Eastern<br /> <br /> Archives of additional previous chats are available on the [https://www.diglib.org/groups/digital-library-pedagogy/ DLF website].</div>

Nowviskie https://wiki.diglib.org/index.php?title=Pedagogy:Outreach:Twitter&diff=13365 2018-03-12T20:21:03Z

<p>Nowviskie: </p> <hr /> <div>We host Twitter chats using the hashtag [https://twitter.com/search?q=%23DLFteach #DLFteach]. Chats take place every other month, alternating between 2:00 p.m. and 8:00 p.m. Eastern (that’s 11:00 a.m. and 5:00 p.m. Pacific).<br /> <br /> == Upcoming chats ==<br /> <br /> *[https://wiki.diglib.org/Pedagogy:Twitter_Chat:2018-03-13 March 13, 2018] at 8:00 p.m. Eastern<br /> *May 8, 2018 at 2:00 p.m. Eastern<br /> *July 10, 2018 at 8:00 p.m. Eastern<br /> *September 11, 2018 at 2:00 p.m. Eastern<br /> *November 13, 2018 at 8:00 p.m. Eastern<br /> <br /> == Previous chats ==<br /> *January 10, 2017 [https://storify.com/EllieDickson/dlfteach Storify] and [https://docs.google.com/spreadsheets/d/1r4xYhGlfA96EZTnj1r4OGGUkfwoiuU9WJqJaLl0KgGI/pubhtml spreadsheet]<br /> *March 14, 2017 [https://storify.com/EllieDickson/dlfteach-3-15-2017 Storify] and [https://docs.google.com/spreadsheets/d/1KZIvw4BYhnX8nvIIHJcNb2ZDNkqivox9vbPOchnsHco/pubhtml spreadsheet]<br /> *May 9, 2017 [https://docs.google.com/spreadsheets/d/1Q89pmEO-xsn-x545e_rWCsvG1YFYkRiuGP3FrfwH6qE/pubhtml spreadsheet]<br /> *July 11, 2017 [https://docs.google.com/spreadsheets/d/1JaaVlF227r2oq5DY_vZa26MNgMgAYAQJSLRSII1H-tM/pubhtml spreadsheet]<br /> *September 12, 2017 [https://docs.google.com/spreadsheets/d/e/2PACX-1vQudbSu3LsDt5pb6YeOBA6sIZcb4MCFUjFutyGxWZit9faahSqrVsOuGj3_42MTu9QJwqgBSswqcgDa/pubhtml spreadsheet]<br /> *[https://wiki.diglib.org/Pedagogy:Twitter_Chats:2018-01-09 January 9, 2018] at 2:00 p.m. Eastern<br /> <br /> Archives of additional previous chats are available on the [https://www.diglib.org/groups/digital-library-pedagogy/ DLF website].</div>

Nowviskie https://wiki.diglib.org/index.php?title=2018.03.13_Digital_Library_Pedagogy_Twitter_Chat&diff=13364 2018-03-12T20:19:44Z

<p>Nowviskie: </p> <hr /> <div>=== Questions for Upcoming #DLFteach (DLF [[Pedagogy]] Group) Chat ===<br /> <br /> Welcome! This #DLFteach chat is hosted by @jdavgree, @eagibes, and @ararebit<br /> <br /> Follow along with the #DLFteach hashtag, and don’t forget to include it in your responses along with the question number, e.g. Q1.<br /> <br /> For this session of #DLFteach, we’re interested in community building and professional development needs among digital library and digital instructors/practitioners.<br /> <br /> Questions will be Tweeted from @CLIRDLF. Ready? Here we go! #DLFteach<br /> <br /> First, introduce yourself! #DLFteach<br /> <br /> ○ Q1: What communities of practice do you gravitate towards? What has been most useful for you in meeting others doing this work? #DLFteach<br /> <br /> ○ Q2: What are your professional development needs as regards digital libraries and digital pedagogy? #DLFteach<br /> <br /> ○ Q3: How can we design and offer professional development opportunities that is accessible to folks at smaller institutions who may not have travel funding and may not attend DLF? #DLFteach<br /> <br /> ○ Q4: Great prof dev takes work! How can communities like #DLFteach create meaningful prof dev opportunities in a grassroots way without overextending volunteer organizers? #DLFteach<br /> <br /> ○ Q5: What are other ways that we can build community among digital library and digital instructors/practitioners? #DLFteach<br /> <br /> Thank you for participating in this #DLFteach chat!<br /> <br /> Did today’s conversation spark spark further interest in #DLFteach?<br /> <br /> Want to be a part of #DLFteach? Learn more about what we do and how you can get involved! '''https://wiki.diglib.org/Pedagogy'''<br /> <br /> Don’t forget to join our Google Group to stay updated! #DLFteach '''https://groups.google.com/forum/#!forum/dlf-pedagogy<br /> '''<br /> We also host #DLFteach office hours on Slack, for feedback, discussion, and chatting with colleagues. For more info, check out @letsshall’s description on the DLF blog. '''https://www.diglib.org/dlfteach-slack-channel-office-hours'''</div>

Nowviskie https://wiki.diglib.org/index.php?title=Labor&diff=13346 2018-02-23T21:51:44Z

<p>Nowviskie: </p> <hr /> <div>This is a page for the DLF [https://www.diglib.org/groups/dlf-working-group-on-labor-in-digital-libraries/ Working Group on Labor in Digital Libraries].<br /> <br /> == Working Group on Labor in Digital Libraries, Archives, and Museums ==<br /> <br /> Read [https://www.diglib.org/archives/13524/ an announcement] on the group's formation, by Ruth Tillman. <br /> <br /> TO JOIN: please [https://groups.google.com/forum/#!forum/dlf-labor-working-group/ sign up for the Google Group]. <br /> <br /> As of April, 2017, this group is forming two smaller working groups with two facilitators each, based on themes pulled from member introductions and responses to the initial interest survey (now closed). Join a sub-group by filling out [https://docs.google.com/forms/d/e/1FAIpQLScOHRLXfTLn2B-quqLbrVLS_JHsnsHAGrX_867BYthEKr9cSw/viewform this form].<br /> <br /> Both subgroups are collecting citations and materials relevant to their work in [https://www.zotero.org/groups/dlf-labor-wg/items a Zotero group].<br /> <br /> === Contingency and Precarity ===<br /> Facilitators: Ruth Tillman, Sandy Rodriguez <br /> <br /> Topics: Grant-funded &amp; term positions, organizing workers, digitization &amp; labor (including labor of incarcerated workers), labor and digital scholarship, internships, credential creep/credentialism<br /> <br /> '''Goals 2018'''<br /> * finalizing the guidelines for grant-funded positions<br /> <br /> '''Deliverables'''<br /> * <br /> <br /> '''Goals 2017'''<br /> * organizing and setting up logistics for communication;<br /> * performing a literature review on contingency and precarity;<br /> * analyzing and sharing readings to determine scope of work;<br /> * drafting guidelines for designing grant-funded positions<br /> <br /> '''Deliverables:'''<br /> * [https://www.zotero.org/groups/1235192/dlf-labor-wg List of readings on contingency and precarity]<br /> * [https://docs.google.com/document/d/1MVt7JhlRZapZdk4jefOsi9gLxuj1OOEZXAznoeLeYrA/ First working draft of the guidelines (open comment)]<br /> <br /> '''[[Labor/Contingency-Precarity/Minutes | Minutes page]]'''<br /> <br /> === Valuing Labor === <br /> Facilitators: Amy Wickner (Melissa Chalmers, on leave)<br /> <br /> Potential topics: Student labor, student loans, (in)visibility, service, emotional labor, maintenance, labor ethics, apprenticeships, internships, pre-professional training, acculturation, “fit,” hiring and retention practices especially re: members of marginalized communities, professionalization, credential creep / credentialism, labor and digital scholarship<br /> <br /> '''Deliverables'''<br /> * [https://docs.google.com/document/d/150-mhgyn5-MKxIXhxthOy6E6EuZsKbAo2PZS1nqcOE8/edit#heading=h.d00kf7k4kgzw First draft research agenda]</div>

Nowviskie https://wiki.diglib.org/index.php?title=DLF_Project_Managers_Group&diff=13333 2018-02-22T16:34:43Z

<p>Nowviskie: /* Get Involved */</p> <hr /> <div>== Background == <br /> The [https://www.diglib.org/groups/pmg/ Digital Library Federation Project Managers Group (DLF PMG)] was formed in 2008 to acknowledge the intersection of the disciplines of project management and library technology. The group provides a forum for sharing project management methodologies and tools, alongside broader discussions that consider issues such as portfolio management and cross-organizational communication. The group also looks to keep pace with the dynamic digital library landscape, by bringing new and evolving project management practices to the attention and mutual benefit of our colleagues.<br /> <br /> [https://www.diglib.org/groups/pmg/ Past meeting presentations and notes] are available on the DLF website.<br /> <br /> == Crowdsourced Project Management Toolkit ==<br /> The [[DLF Project Managers Toolkit]] is a collaborative project, based off contributions by members of DLF PMG. The Toolkit offers crowdsourced information, tips, techniques, and tools for project managers working in or with digital libraries. First initiated as a Google doc by Jennifer Vinopal at New York University in February 2013, the toolkit has grown and evolved over the years as a living document to share experiences and link out to resources.<br /> <br /> == Get Involved ==<br /> *Attend the Project Managers Working Meeting at the DLF Forum each year, where members of the group discuss various needs and topics, and work to identify ways to support them.<br /> **[https://www.diglib.org/groups/pmg/ Past meeting presentations and notes]<br /> **[https://docs.google.com/document/d/1jnkUwe5vSFOEoGQ5G8vBwtqH59NWgexolbfhWN_pXN0/edit#/ 2017 Project Managers Breakfast Meeting notes] <br /> <br /> *Join the [https://lists.clir.org/cgi-bin/wa?SUBED1=DLF-PM-GROUP&amp;A=1 DLF PMG listserv] open to anyone interested in digital library project management.<br /> <br /> *Contribute to the Project Managers Toolkit. Simply login at the top right of the page, then select the Edit tab. If you are a first time contributor, select ‘create account’ at the top right of the page and send a request to [mailto:info@diglib.org info@diglib.org] to get access to edit pages, add links, or share documentation.<br /> <br /> *Join in the 2018 DLF-PM Group Bi-Monthly Discussion<br /> {| class=&quot;wikitable&quot; border=&quot;1&quot;<br /> |-<br /> ! Topic<br /> ! Date<br /> ! Format<br /> |-<br /> | Labor in Digital Work<br /> | February 12-16, 2018<br /> | Multi-day discussion and [https://lists.clir.org/cgi-bin/wa?A2=DLF-PM-GROUP;c1c093d7.1802 summary]<br /> |-<br /> | Service and Portfolio Management<br /> | TBD<br /> | TBD<br /> |-<br /> | Tools for Project Management<br /> | TBD<br /> | TBD<br /> |-<br /> | Sunsetting for Projects<br /> | TBD<br /> | TBD<br /> |-<br /> | Scope Creep<br /> | TBD<br /> | TBD<br /> |-<br /> | Agile Development<br /> | TBD<br /> | TBD<br /> |}<br /> <br /> Please send any additional topic ideas to the DLF Project Manager's Steering Committee.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Labor/Contingency-Precarity/Minutes&diff=13329 2018-02-08T18:21:42Z

<p>Nowviskie: </p> <hr /> <div>[[Labor/2017-05-24 | Minutes from the Contingency-Precarity meeting on 2017-05-24]]<br /> <br /> [[Labor/2017-07-21 | Minutes from the Contingency-Precarity meeting on 2017-07-21]]<br /> <br /> [[Labor/2017-09-15 | Minutes from the Contingency-Precarity meeting on 2017-09-15]]<br /> <br /> [[Labor/2018-02-09 | Minutes from the Contingency-Precarity meeting on 2018-02-09]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13293 2018-01-23T19:10:27Z

<p>Nowviskie: /* Special Meetings */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> *[https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit Tuesday 1/23, 1pm EST.] Topic and facilitators: Rachel Mattson: Endangered Data Week, Title 44, group mission statement, Civic Switchboard.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://dlf.wordpress.clir.org/wp-content/uploads/sites/3/2016/09/Endangered-Accountability-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> '''18 August 2017''' ([https://www.diglib.org/title-44-and-the-uncertain-future-of-free-public-access-to-government-info-in-the-us/ Title 44 and the Uncertain Future of Free Public Access to Government Info in the US]) with James Jacobs ([http://dlf.wordpress.clir.org/wp-content/uploads/sites/3/2017/09/DLF_Transparency_Accountability_Title_44.mp3 audio recording here]).<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017 (No meeting; the DLF Forum was the following week.)<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> * 23 January 2018 ([https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13292 2018-01-23T15:37:42Z

<p>Nowviskie: /* Next Call */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> *[https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit Tuesday 1/23, 1pm EST.] Topic and facilitators: Rachel Mattson: Endangered Data Week, Title 44, group mission statement, Civic Switchboard.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://dlf.wordpress.clir.org/wp-content/uploads/sites/3/2016/09/Endangered-Accountability-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> '''18 August 2017''' ([https://www.diglib.org/title-44-and-the-uncertain-future-of-free-public-access-to-government-info-in-the-us/ Title 44 and the Uncertain Future of Free Public Access to Government Info in the US]) with James Jacobs ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 audio recording here]).<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017 (No meeting; the DLF Forum was the following week.)<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> * 23 January 2018 ([https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13291 2018-01-23T15:37:13Z

<p>Nowviskie: /* Next Call */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> *[https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit Tuesday 1/23, 1pm EST.] Topic and facilitators: Rachel Mattson: Endangered Data Week, Title 44, group mission statement, Civic Switchboard.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://dlf.wordpress.clir.org/wp-content/uploads/sites/3/2016/09/Endangered-Accountability-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> '''18 August 2017''' ([https://www.diglib.org/title-44-and-the-uncertain-future-of-free-public-access-to-government-info-in-the-us/ Title 44 and the Uncertain Future of Free Public Access to Government Info in the US]) with James Jacobs ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 audio recording here]).<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017 (No meeting; the DLF Forum was the following week.)<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> * 23 January 2018 ([https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13290 2018-01-23T15:36:23Z

<p>Nowviskie: /* Regular Meeting Minutes */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> = <br /> *Tuesday 1/23, 1pm EST. Topic and facilitators: Rachel Mattson: Endangered Data Week, Title 44, group mission statement, Civic Switchboard.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://dlf.wordpress.clir.org/wp-content/uploads/sites/3/2016/09/Endangered-Accountability-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> '''18 August 2017''' ([https://www.diglib.org/title-44-and-the-uncertain-future-of-free-public-access-to-government-info-in-the-us/ Title 44 and the Uncertain Future of Free Public Access to Government Info in the US]) with James Jacobs ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 audio recording here]).<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017 (No meeting; the DLF Forum was the following week.)<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> * 23 January 2018 ([https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13289 2018-01-23T15:33:15Z

<p>Nowviskie: /* Regular Meeting Minutes */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> = <br /> *Tuesday 1/23, 1pm EST. Topic and facilitators: Rachel Mattson: Endangered Data Week, Title 44, group mission statement, Civic Switchboard.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://dlf.wordpress.clir.org/wp-content/uploads/sites/3/2016/09/Endangered-Accountability-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> '''18 August 2017''' ([https://www.diglib.org/title-44-and-the-uncertain-future-of-free-public-access-to-government-info-in-the-us/ Title 44 and the Uncertain Future of Free Public Access to Government Info in the US]) with James Jacobs ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 audio recording here]).<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017 (No meeting; the DLF Forum was the following week.)<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> * 23 January 2018 ([https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13288 2018-01-23T15:33:02Z

<p>Nowviskie: /* Next Call */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> = <br /> *Tuesday 1/23, 1pm EST. Topic and facilitators: Rachel Mattson: Endangered Data Week, Title 44, group mission statement, Civic Switchboard.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://dlf.wordpress.clir.org/wp-content/uploads/sites/3/2016/09/Endangered-Accountability-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> '''18 August 2017''' ([https://www.diglib.org/title-44-and-the-uncertain-future-of-free-public-access-to-government-info-in-the-us/ Title 44 and the Uncertain Future of Free Public Access to Government Info in the US]) with James Jacobs ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 audio recording here]).<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017 (No meeting; the DLF Forum was the following week.)<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> * 23 January 2018 ([https://docs.google.com/document/d/1c_jst5Soc9oA7Y36_E3Dh_aIrjodMSn8TSZ5h-M70po/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13248 2017-12-20T18:47:20Z

<p>Nowviskie: /* Special Meetings */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> *Friday 12/1, 1pm EST. Topic: [https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit Planning for Endangered Data Week]. Facilitated by Brandon Locke and Sarah Melton. <br /> *Tuesday 1/23, 1pm EST. Topic and facilitators: TBD.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> '''18 August 2017''' ([https://www.diglib.org/title-44-and-the-uncertain-future-of-free-public-access-to-government-info-in-the-us/ Title 44 and the Uncertain Future of Free Public Access to Government Info in the US]) with James Jacobs ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 audio recording here]).<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=NDSA:Coordinating_Committee&diff=13241 2017-12-07T20:36:42Z

<p>Nowviskie: /* Meetings */</p> <hr /> <div>[[File:NDSA Logo.png|thumb]]<br /> == Members ==<br /> '''Academic'''&lt;br/&gt;<br /> [[NDSA:Micah Altman]], MIT, term ends 2016&lt;br/&gt;<br /> [[NDSA:Jonathan Crabtree]], Howard W. Odum Institute for Research in Social Science, term ends 2015&lt;br/&gt;<br /> [[NDSA:Robin Ruggaber]], University of Virginia, term ends 2016&lt;br/&gt;<br /> [[NDSA:Helen Tibbo]], University of North Carolina at Chapel Hill, term ends 2014&lt;br/&gt;&lt;br/&gt;<br /> '''Commercial Content''' &lt;br/&gt;<br /> [[NDSA:John Spencer]], BMS/Chace, term ends 2014&lt;br/&gt;&lt;br/&gt;<br /> <br /> '''Nonprofit'''&lt;br/&gt;<br /> [[NDSA:Kate Wittenberg]], Portico, term ends 2014&lt;br/&gt;&lt;br/&gt;<br /> '''State Government'''&lt;br/&gt;<br /> [[NDSA:Jim Corridan]], Indiana Commission on Public Records and Council of State Archivists, term ends 2015&lt;br/&gt; &lt;br/&gt;<br /> <br /> '''Advisory Member''' &lt;br/&gt;<br /> '''Federal Government'''&lt;br/&gt;<br /> [[NDSA:Meg Phillips]], NARA, term ends 2015&lt;br/&gt;&lt;br/&gt;<br /> <br /> == Meetings ==<br /> Note: minutes were kept independently by the CC in the interim period between Library of Congress and Digital Library Federation secretariat support. From February 2016 forward, the CC is maintaining a list of agenda and action items from each of its monthly calls, with audio recordings of conversation for committee member reference. <br /> <br /> [[NDSA:2014 Oct Regular Meeting]], 9 October&lt;br/&gt;<br /> [[NDSA:2014 Sep Regular Meeting]], 11 September&lt;br/&gt;<br /> [[NDSA:2014 Aug Regular Meeting]], 21 August&lt;br/&gt;<br /> [[NDSA:2014 Jul Regular Meeting]], 24 July&lt;br/&gt;<br /> [[NDSA:2014 Jul Agenda Outreach Meeting]], 22 July&lt;br/&gt;<br /> [[NDSA:2014 Jun Regular Meeting]], 11 June&lt;br/&gt;<br /> [[NDSA:2014 Apr Regular Meeting]], 9 April&lt;br/&gt;<br /> [[NDSA:2014 Mar Regular Meeting]], 12 March&lt;br/&gt;<br /> [[NDSA:2014 Feb Regular Meeting]], 12 February&lt;br/&gt;<br /> [[NDSA:2014 Jan Regular Meeting]], 8 January&lt;br/&gt;<br /> [[NDSA:2013 Dec Transition Meeting]], 11 December&lt;br/&gt;<br /> [[NDSA:2013 Nov Regular Meeting]], 13 November&lt;br/&gt;<br /> [[NDSA:2013 Sep Regular Meeting]], 11 September&lt;br/&gt;<br /> 2013 Aug Regular Meeting, canceled in lieu of a 2014 National Agenda webinar&lt;br/&gt;<br /> [[NDSA:2013 Jul Regular Meeting]], 3 July&lt;br/&gt;<br /> [[NDSA:2013 Jun Regular Meeting]], 12 June&lt;br/&gt;<br /> [[NDSA:2013 May Regular Meeting]], 8 May&lt;br/&gt;<br /> [[NDSA:2013 Apr Regular Meeting]], 10 April&lt;br/&gt;<br /> [[NDSA:2013 Mar Regular Meeting]], 13 March&lt;br/&gt;<br /> [[NDSA:2013 Feb Regular Meeting]], 13 February&lt;br/&gt;<br /> [[NDSA:2013 Jan Regular Meeting]], 9 January&lt;br/&gt;<br /> [[NDSA:2012 Q4 Transitional Meeting]], 12 December&lt;br/&gt;<br /> [[NDSA:2012 Q3 Special Meeting|2012 Q4 Special Meeting]], 17 October&lt;br/&gt;<br /> [[NDSA:2012 Q3 Meeting|2012 Q3 Regular Meeting]], 12 September&lt;br/&gt;<br /> [[NDSA:2012 Q2 Meeting|2012 Q2 Regular Meeting]], 24 July&lt;br/&gt;<br /> [[NDSA:2012 Q1 Meeting|2012 Q1 Regular Meeting]], 29-30 March&lt;br/&gt;<br /> [[NDSA:2011 Q4 Meeting|2011 Q4 Regular Meeting]], 13 December&lt;br/&gt;<br /> [[NDSA:2011 Q3 Teleconference|2011 Q3 Regular Meeting]], 20 September&lt;br/&gt;<br /> [[NDSA:2011 Q2 Meeting|2011 Q2 Regular Meeting]], 19 July<br /> <br /> == Work Plan ==<br /> *[[NDSA:Media:2012-2013_NDSA_Work_Plan.doc|NDSA Work Plan]]<br /> *[[NDSA:Draft New Member Guide]]<br /> *[[NDSA:2016 New Membership %26 Renewals Process]]<br /> <br /> == 2014 National Agenda for Digital Stewardship==<br /> *[[NDSA:2014 National Agenda Outline]]<br /> *[[NDSA:Submitted Comments]]<br /> *[[NDSA:Media:2014NationalAgendaforDigitalStewardship.doc|2014 Agenda Planning Document]]<br /> <br /> == Marketing Materials ==<br /> [[NDSA:Media:NDSA_Postcard_Front.pdf|NDSA Postcard (front)]]&lt;br/&gt;<br /> [[NDSA:Media:NDSA_Postcard_Back.pdf|NDSA Postcard (back)]]<br /> <br /> == 2014 Elections Candidates ==<br /> [[File:NDSA_CC_Candidates-2014.pdf]]<br /> <br /> == 2012 Elections Candidates ==<br /> [[File:NDSA_CC_Candidates-2013.pdf]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13231 2017-12-01T16:09:17Z

<p>Nowviskie: /* Next Call */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> *Friday 12/1, 1pm EST. Topic: [https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit Planning for Endangered Data Week]. Facilitated by Brandon Locke and Sarah Melton. <br /> *Tuesday 1/23, 1pm EST. Topic and facilitators: TBD.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> '''Please join online [https://www.uberconference.com/clir-dlf here]''' (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13230 2017-12-01T16:07:59Z

<p>Nowviskie: /* Regular Meeting Minutes */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> *Friday 12/1, 1pm EST. Topic: Planning for Endangered Data Week. Facilitated by Brandon Locke and Sarah Melton. <br /> *Tuesday 1/23, 1pm EST. Topic and facilitators: TBD.<br /> *Thursday 3/1, 1pm EST. Scheduled to take place during Endangered Data Week; we’re hoping to host a webinar of some sort during this time.<br /> *Friday 3/30, 1pm EST. Topic and facilitators: TBD.<br /> <br /> Please join online [https://www.uberconference.com/clir-dlf here] (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017 ([https://www.diglib.org/wp-content/uploads/2017/09/DLF_Transparency_Accountability_Title_44.mp3 Recording of Jim Jacobs' presentation on the threats to Title 44.])<br /> * 15 September 2017 (No meeting.)<br /> * 20 October 2017<br /> * 1 December 2017 ([https://docs.google.com/document/d/1DCxyM1yA0UPT4XA6hDDyLu11oCYGMIceiZ9HxHdhsQw/edit agenda])<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Main_Page&diff=13211 2017-11-06T20:44:44Z

<p>Nowviskie: /* DLF Working Groups */</p> <hr /> <div>'''Welcome!''' DLF's wiki was created in 2014 for our various [https://www.diglib.org/groups/ interest groups] and affiliated organizations to share information, best practices, and community notes. (See the main [https://diglib.org/ Digital Library Federation website] for info on DLF programs, fellowships, publications, and events.) <br /> <br /> '''This wiki is also the home of our DLF Organizers' Toolkit!''' [[File:Organizing-with-DLF.png|thumb]]<br /> <br /> <br /> == DLF Organizers' Toolkit == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]<br /> <br /> == Hosted/Sponsored Groups and Projects == <br /> <br /> *[[NDSA:Main Page|National Digital Stewardship Alliance]] ([http://ndsa.org NDSA])<br /> *DLF [[eResearch Network]] <br /> *DLF [[Legible Learning]] Project (coming Summer 2017)<br /> *annual [[AMIA-DLF Hack Days]] (2013-present)<br /> *annual [[Endangered Data Week]]<br /> <br /> == DLF Working Groups == <br /> Not all DLF groups maintain wiki pages. Find more activity [https://www.diglib.org/groups/ here].<br /> *DLF Working Group on [[Labor | Labor in Digital Libraries]]<br /> *DLF [[Transparency-Accountability | Government Records Transparency &amp; Accountability]] Interest Group<br /> *DLF [[Assessment | Assessment Interest Group]] (AIG) <br /> # [[Assessment:Analytics | AIG Web Analytics Group]]<br /> # [[Assessment:Costs | AIG Cost Assessment Group]] (home of the [http://dashboard.diglib.org DLF Digitization Cost Calculator])<br /> # [[Assessment:Cultural Assessment | AIG Cultural Assessment Group]]<br /> # [[Assessment:Metadata | AIG Metadata Assessment Group]]<br /> # [[Assessment:User Studies | AIG User Studies Group]]<br /> *DLF [[Pedagogy | Digital Library Pedagogy Group]] (aka #DLFteach)<br /> # [[Pedagogy:Professional Development | Resource Sharing and Professional Skills Development Project]]<br /> # [[Pedagogy:DOCC | #DLFteach DOCC Project]]<br /> *DLF [[DLF Project Managers Group | Project Managers Group]] (PMG)<br /> *DLF [[Metadata Support Group]] (MSG)<br /> *DLF Working Group on [[Technologies of Surveillance]]<br /> *DLF &quot;[[Miracle Workers]]&quot; Interest Group<br /> <br /> == Digitization and CLIR Hidden Collections Resources == <br /> These resources may be of particular interest to grant applicants for CLIR's [https://www.clir.org/fellowships/hiddencollections Hidden Collections] and [https://www.clir.org/recordings-at-risk Recordings at Risk] programs.<br /> *[[Digitizing Special Formats]] <br /> *[[Strategies for Advancing Hidden Collections]]<br /> *[http://dashboard.diglib.org DLF Digitization Cost Calculator]<br /> <br /> == Need help? ==<br /> Contact [https://www.diglib.org/about/staff/ Team DLF] for advice and assistance at any time! <br /> * Editing syntax, etc: [//meta.wikimedia.org/wiki/Help:Contents MediaWiki User's Guide] <br /> * [//www.mediawiki.org/wiki/Manual:FAQ MediaWiki FAQ]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Assessment:Cultural_Assessment&diff=13205 2017-10-12T19:17:19Z

<p>Nowviskie: /* Current Projects: */</p> <hr /> <div>= DLF Cultural Assessment Working Group =<br /> This sub-group of the DLF [https://wiki.diglib.org/Assessment Assessment Interest Group] (DLF AIG) was formed in February 2016 to discuss ways by which we may assess our digital collections and their cultural impact. <br /> Members of the DLF AIG for Cultural Assessment aim to first identify institutional data and practices that may be relevant to building a robust understanding of “cultural assessment.” Then, the group will investigate and attempt to surface underlying assumptions within our data and practices to help the community better understand the social structures that both influence our work and result from it. Ideally, the group will develop helpful and nuanced rubrics for institutional measurement and analysis of cultural biases and assumptions. The DLF AIG Cultural Assessment group intends to raise awareness of cultural bias and institutional “blind spots,” as well as recommend a set of data points, to create more inclusive cultures within DLF member organizations.<br /> <br /> We will explore whether and how cultural biases/assumptions are embedded in:<br /> <br /> *materials we have available in physical collections - special collections, institutional archives;<br /> *in librarians’ and archivists’ selections of what to digitize;<br /> *in the requests their patrons and communities make for content;<br /> *in choices about levels of digitization and preservation;<br /> *in metadata-creation/descriptive activities;<br /> *and in decisions about how/when/whether we publicize collections and make them discoverable.<br /> <br /> with the understanding that biases and assumptions have concrete impact on digital library collections and services.<br /> <br /> == 2017 Annotated Bibliography ==<br /> The Cultural Assessment Group recently published their first draft of an annotated bibliography reflects research that is helpful for framing the notion of cultural assessment in the cultural heritage sector with a particular focus on digital libraries. Resources include detailed legislation for cultural heritage stewardship, collaborative cross-cultural case studies, and articles focused on the current methods of digital collection creation. We drew much inspiration from the [http://www.siatoolkit.com/#axzz4YCBEWGzF Social Inclusion Audit] and the [https://www.kdl.kcl.ac.uk/fileadmin/documents/pubs/BalancedValueImpactModel_SimonTanner_October2012.pdf Balanced Value Impact Model] among others.&lt;br /&gt;<br /> <br /> '''Published bibliography''' can be found [https://mfr.osf.io/render?url=https://osf.io/94pgj/?action=download%26mode=render here ]&lt;br /&gt;<br /> <br /> '''Special Thanks to the following Authors and Contributors:'''&lt;br /&gt;<br /> Diana Marsh&lt;br /&gt;<br /> Hannah Scates Kettler&lt;br /&gt;<br /> Kate Joranson&lt;br /&gt;<br /> Liz Lorang&lt;br /&gt;<br /> Lorrie McAllister&lt;br /&gt;<br /> Rachel Trent&lt;br /&gt;<br /> Ricky Punzalan&lt;br /&gt;<br /> Sara Rubinow&lt;br /&gt;<br /> Sharon Farnel&lt;br /&gt;<br /> Susan Barrett&lt;br /&gt;<br /> <br /> The group is also soliciting feedback and additional resources in the '''running bibliography''', in an attempt to make the resource more broadly applicable (i.e. not solely focused on North America). Any one can add to and comment on the bibliography. We only ask you do NOT DELETE any items.<br /> <br /> [https://docs.google.com/document/d/18EBvHoWLbNx5-NA5_Llm9BQqx3RxOEsALrw5-JD8o4o/edit Ongoing Public Bibliography]<br /> <br /> The [DLF Cultural Assessment Interest Group][https://github.com/cultural-assessment] welcomes feedback and comments on GitHub.<br /> <br /> = Current Projects: =<br /> The Cultural Assessment group is moving away from the 5 subgroups in order to pursue an environmental scan of the use of metrics in Cultural Assessment. The group hopes to develop a set of metrics specifically for use in the cultural heritage sector to evaluate their digital collection cultural affinities and gaps, and how one might apply metrics to practices of digital collection creation (see previous projects for an idea on said practices).<br /> <br /> Over the next year, the group will:<br /> * Create an overarching workflow for cultural heritage digital collection creation<br /> * Contextualize digital collection creation workflows within cultural heritage institution organizational structures<br /> * Develop / articulate personas and narratives that would accompany an eventual Cultural Assessment Toolkit<br /> * Discuss and articulate form and function of the toolkit<br /> <br /> There are possible collaborations here with several of the DLF Assessment Working Groups including Metadata, User Experience, and Analytics. The group is welcome and encourages collaboration with people and groups who may be impacted by this work. Feel free to reach out if you have ideas. As the year progresses, the Cultural Assessment group will reach out to groups who they see as having an interest and invite them to participate.<br /> <br /> Such groups include (running list):<br /> * Internet Archive / &quot;IA/DLF Inclusive Curation Project&quot; <br /> * DLF AIG User Experience (UX) Interest Group<br /> * IMLS Forum Grant recipients - Design for Diversity: An IMLS National Forum at Northeastern University [http://dsg.neu.edu/research/design-for-diversity/ Grant website]<br /> * Association of Tribal Archives, Libraries, and Museums [http://www.atalm.org/ association website]<br /> * Others<br /> <br /> '''Selection Workflow for Inclusive Curation''' <br /> <br /> In 2017, the Cultural Assessment group drafted a selection workflow framework that is articulated in broad strokes to be used across many types of institutions, e.g., academic libraries, museums, historical societies. The workflow outlines areas of potential cultural friction in the selection process and creates a supporting bibliography (using the group's 2016 annotated bibliography for reference).<br /> <br /> This draft framework document has two purposes:<br /> <br /> # To inform the Internet Archive’s book selection process for its Open Libraries Initiative (a MacArthur Foundation 100%Change semi-finalist project in which DLF has partnered).<br /> # To serve as a resource on best practices for Digital Library Federation member institutions and the broader digital library community.<br /> <br /> The framework aims to define parts of a digital collection selection workflow for public cultural heritage and academic institutions, in alignment with the mission of the DLF Cultural Assessment working group.<br /> <br /> Part of the framework included an open survey requesting digital selection workflows (graphic and text description) from information institutions. The number of responding institutions was small (13 total), but substantive results were obtained. The group plans to expand the breadth and scope of the survey in 2018.<br /> <br /> '''Open Survey Results'''<br /> <br /> * Selection and digitization decisions in responding institutions are made by a mix of donors or internal library staff, not by designated selection committees.<br /> * The majority of responding institutions are not relying on codified, published policies that govern selection of cultural materials.<br /> * A majority of responding institutions prioritize decisions based on staff or space capacity, not on collecting priority. Most consider the institution’s collection strengths and importance of the materials prior to accepting new materials.<br /> * A majority of respondents indicate that selection and digitization decisions are made by individuals, not by appointed committees.<br /> * Selection for digitization is prioritized by appraised value, fragility or rarity of materials, and materials that are already part of the institution’s collections.<br /> * Most responding institutions are not actively seeking new materials.<br /> * Collection agendas are dictated by collection development policies that reflect physical collections and do not stand on their own as born-digital or digital-only collection policies.<br /> <br /> See the [Wiki files][https://osf.io/r78ha/wiki/home/] for detailed documentation.<br /> <br /> = Past Projects: =<br /> The Cultural Assessment Group, in its first year, conducted an environmental scan about the cultural surrounding the creation of digital collection in the cultural heritage sector. The result of the first year of group work is a fully annotated bibliography concentrated on the formation of digital collections, the workflows required to create them, and the cultural responsibilities and consideration surrounding their selection, description, discovery and representation of communities. This is not an exhaustive bibliography, but represents the accomplishment of the first several months of work.<br /> The '''fully annotated bibliography''' can be found [https://mfr.osf.io/render?url=https://osf.io/94pgj/?action=download%26mode=render here], with full citation should you wish to use it.<br /> Additionally, feel free to add items of interest to '''the running bibliography''' [https://docs.google.com/document/d/18EBvHoWLbNx5-NA5_Llm9BQqx3RxOEsALrw5-JD8o4o/edit?usp=sharing here]. Demarcate the ones you have added so they are not missed during annotation. Thank you in advance!<br /> <br /> == Annotated Bibliography ==<br /> Define Cultural Assessment in collaboration between librarians, archivists and anthropologists in a way that applies to digital collection development and dissemination.<br /> The outcome will be an annotated bibliography that will help set the stage to further discussions about cultural and social responses of library digital collections and potential biases in information structuring and management.<br /> The project alos entails compiling the bibliographies and initial findings for the other sub-topics and coordinating the eventual creation of the Cultural Assessment Interest Group white-paper.<br /> <br /> '''The Annotated Bibliography Group''' met biweekly on Mondays 12:00pm Central Time beginning Aug until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7dHlxSEU5UlZRbGc working documents])<br /> <br /> == Metadata &amp; Description Practices ==<br /> Outline potential measures and standards for metadata and description activities that allow our digital collections to be culturally aware. Metadata, in this context does not only refer to Subject Headings (like those maintained by the Library of Congress) but may also include folksonomies and ontologies. The intent is to uncover ways metadata is currently being produced, identify ways in which one might determine the cultural awareness of metadata and descriptions (if possible), and by pointing to work that intends to expand the boundary of metadata, like the Mukurtu Project (http://mukurtu.org/learn/), develop a set of recommendations on how to generate metadata that is culturally responsible.<br /> <br /> '''The Metadata Group''' met bi-weekly on Monday's at 11:00am CDT beginning on Aug until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7T0NxWTladnU0V28 working documents])<br /> <br /> == Selection &amp; Digitization ==<br /> Investigate how institutions of higher education select materials for digitization and how they are prioritized. We will research metrics and decision-making workflows as well as the underlying assumptions regarding selection and decision-making throughout the beginning stages of the digitization process.<br /> <br /> '''The Selection &amp; Digitization Group''' met biweekly on Mondays at 12:00pm Central Time beginning Aug. until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7Z0JfcFdOMzdDVFU working documents])<br /> <br /> == Levels of Digitization and Preservation ==<br /> Investigate how libraries (which may include archives) determine levels of digitization and preservation for digital collections. This may include a review of how groups are formed to make these decisions, how decision-making groups make determinations about levels of digitization and preservation, and how these decisions are communicated. We will think about how these decisions may be evaluated for cultural factors and influences and/or what impact these decisions may have on various communities. <br /> <br /> '''The Digitization &amp; Preservation Group''' met bi-weekly on Mondays at 11:00am Central Time /beginning Aug. until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0B8B77_XUrt8ERWJua2JvS1VzWHc working documents)]<br /> <br /> == Publicizing Collection and Discoverability ==<br /> Investigate how libraries (which may include special collections and/or archives) make their collections discoverable and how they publicize collections. This may include how to identify constituents, stakeholders and customers; to craft custom communications; to apply descriptive metadata for searching and sharing in an effort to conquer the digital divide. Publicizing and discoverability should also include considerations for selecting discovery platforms and tools, defining methods to present collections, and user interactions with collections, and “usability”. Defining the standards for community demographics, marginalized and underrepresented groups, and representation of diverse communities within the collections is needed for qualitative and quantitative assessment.<br /> <br /> '''The Publicizing and Discoverability Group''' meets bi-weekly on Tuesdays at 11:00am Central Time beginning Aug. 16 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7Z3FDUTRtVUIyaEU working documents])<br /> <br /> = Get Involved =<br /> <br /> == Meeting Schedule ==<br /> The Cultural Assessment Group will meet every two weeks beginning Wednesday January 25, 2017 at 11am CT (UTC -5) via Skype for Business.&lt;br /&gt;<br /> <br /> [https://meet.uiowa.edu/hannah-s-kettler/N7G2SLL9 Join Skype Meeting ]&lt;br /&gt;<br /> <br /> Trouble Joining? [https://meet.uiowa.edu/hannah-s-kettler/N7G2SLL9?sl=1 Try Skype Web App ]&lt;br /&gt;<br /> <br /> Join by phone<br /> +1 319 467 1100 (Iowa City) English (United States) <br /> [https://dialin.uiowa.edu/ Find a local number]<br /> <br /> Conference ID: 5319122&lt;br /&gt;<br /> <br /> [http://its.uiowa.edu/support/article/100901 Help ] <br /> <br /> Jan 25, 2017&lt;br /&gt;<br /> Feb 8, 2017&lt;br /&gt;<br /> Feb 22, 2017&lt;br /&gt;<br /> Mar 8, 2017&lt;br /&gt;<br /> Mar 22, 2017&lt;br /&gt;<br /> Apr 5, 2017&lt;br /&gt;<br /> Apr 19, 2017&lt;br /&gt;<br /> May 3, 2017&lt;br /&gt;<br /> May 17, 2017&lt;br /&gt;<br /> May 31, 2017&lt;br /&gt;<br /> Jun 14, 2017&lt;br /&gt;<br /> Jun 28, 2017&lt;br /&gt;<br /> Jul 12, 2017&lt;br /&gt;<br /> Jul 26, 2017&lt;br /&gt;<br /> Aug 9, 2017&lt;br /&gt;<br /> Sep 13, 2017&lt;br /&gt;<br /> Sep 27, 2017&lt;br /&gt;<br /> Oct 11, 2017&lt;br /&gt;<br /> Oct 25, 2017&lt;br /&gt;<br /> Nov 8, 2017&lt;br /&gt;<br /> Nov 22, 2017&lt;br /&gt;<br /> Dec 20, 2017&lt;br /&gt;<br /> <br /> (re-evaluate regular time for start of semester)<br /> <br /> All meeting notes will be posted using Google Docs and will be demarcated by date (https://drive.google.com/open?id=0BxLpGleh8jx7NG5mYVVXU1luMnM).<br /> <br /> == Social Media ==<br /> <br /> Join our [https://groups.google.com/forum/#!forum/dlf-cultural-assessment-working-group/join Google group] or contact group chair Hannah dash s dash Kettler at uiowa dot edu.<br /> <br /> <br /> ----<br /> <br /> [http://wiki.diglib.org/Assessment Back to the Assessment home page]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Assessment:Cultural_Assessment&diff=13204 2017-10-12T19:16:57Z

<p>Nowviskie: /* Current Projects: */</p> <hr /> <div>= DLF Cultural Assessment Working Group =<br /> This sub-group of the DLF [https://wiki.diglib.org/Assessment Assessment Interest Group] (DLF AIG) was formed in February 2016 to discuss ways by which we may assess our digital collections and their cultural impact. <br /> Members of the DLF AIG for Cultural Assessment aim to first identify institutional data and practices that may be relevant to building a robust understanding of “cultural assessment.” Then, the group will investigate and attempt to surface underlying assumptions within our data and practices to help the community better understand the social structures that both influence our work and result from it. Ideally, the group will develop helpful and nuanced rubrics for institutional measurement and analysis of cultural biases and assumptions. The DLF AIG Cultural Assessment group intends to raise awareness of cultural bias and institutional “blind spots,” as well as recommend a set of data points, to create more inclusive cultures within DLF member organizations.<br /> <br /> We will explore whether and how cultural biases/assumptions are embedded in:<br /> <br /> *materials we have available in physical collections - special collections, institutional archives;<br /> *in librarians’ and archivists’ selections of what to digitize;<br /> *in the requests their patrons and communities make for content;<br /> *in choices about levels of digitization and preservation;<br /> *in metadata-creation/descriptive activities;<br /> *and in decisions about how/when/whether we publicize collections and make them discoverable.<br /> <br /> with the understanding that biases and assumptions have concrete impact on digital library collections and services.<br /> <br /> == 2017 Annotated Bibliography ==<br /> The Cultural Assessment Group recently published their first draft of an annotated bibliography reflects research that is helpful for framing the notion of cultural assessment in the cultural heritage sector with a particular focus on digital libraries. Resources include detailed legislation for cultural heritage stewardship, collaborative cross-cultural case studies, and articles focused on the current methods of digital collection creation. We drew much inspiration from the [http://www.siatoolkit.com/#axzz4YCBEWGzF Social Inclusion Audit] and the [https://www.kdl.kcl.ac.uk/fileadmin/documents/pubs/BalancedValueImpactModel_SimonTanner_October2012.pdf Balanced Value Impact Model] among others.&lt;br /&gt;<br /> <br /> '''Published bibliography''' can be found [https://mfr.osf.io/render?url=https://osf.io/94pgj/?action=download%26mode=render here ]&lt;br /&gt;<br /> <br /> '''Special Thanks to the following Authors and Contributors:'''&lt;br /&gt;<br /> Diana Marsh&lt;br /&gt;<br /> Hannah Scates Kettler&lt;br /&gt;<br /> Kate Joranson&lt;br /&gt;<br /> Liz Lorang&lt;br /&gt;<br /> Lorrie McAllister&lt;br /&gt;<br /> Rachel Trent&lt;br /&gt;<br /> Ricky Punzalan&lt;br /&gt;<br /> Sara Rubinow&lt;br /&gt;<br /> Sharon Farnel&lt;br /&gt;<br /> Susan Barrett&lt;br /&gt;<br /> <br /> The group is also soliciting feedback and additional resources in the '''running bibliography''', in an attempt to make the resource more broadly applicable (i.e. not solely focused on North America). Any one can add to and comment on the bibliography. We only ask you do NOT DELETE any items.<br /> <br /> [https://docs.google.com/document/d/18EBvHoWLbNx5-NA5_Llm9BQqx3RxOEsALrw5-JD8o4o/edit Ongoing Public Bibliography]<br /> <br /> The [DLF Cultural Assessment Interest Group][https://github.com/cultural-assessment] welcomes feedback and comments on GitHub.<br /> <br /> = Current Projects: =<br /> The Cultural Assessment group is moving away from the 5 subgroups in order to pursue an environmental scan of the use of metrics in Cultural Assessment. The group hopes to develop a set of metrics specifically for use in the cultural heritage sector to evaluate their digital collection cultural affinities and gaps, and how one might apply metrics to practices of digital collection creation (see previous projects for an idea on said practices).<br /> <br /> Over the next year, the group will:<br /> * Create an overarching workflow for cultural heritage digital collection creation<br /> * Contextualize digital collection creation workflows within cultural heritage institution organizational structures<br /> * Develop / articulate personas and narratives that would accompany an eventual Cultural Assessment Toolkit<br /> * Discuss and articulate form and function of the toolkit<br /> <br /> There are possible collaborations here with several of the DLF Assessment Working Groups including Metadata, User Experience, and Analytics. The group is welcome and encourages collaboration with people and groups who may be impacted by this work. Feel free to reach out if you have ideas. As the year progresses, the Cultural Assessment group will reach out to groups who they see as having an interest and invite them to participate.<br /> <br /> Such groups include (running list):<br /> * Internet Archive / &quot;IA/DLF Inclusive Curation Project&quot; <br /> * DLF AIG User Experience (UX) Interest Group<br /> * IMLS Forum Grant recipients - Design for Diversity: An IMLS National Forum at Northeastern University [http://dsg.neu.edu/research/design-for-diversity/ Grant website]<br /> * Association of Tribal Archives, Libraries, and Museums [http://www.atalm.org/ association website]<br /> * Others<br /> <br /> '''Selection Workflow for Inclusive Curation&quot; <br /> <br /> In 2017, the Cultural Assessment group drafted a selection workflow framework that is articulated in broad strokes to be used across many types of institutions, e.g., academic libraries, museums, historical societies. The workflow outlines areas of potential cultural friction in the selection process and creates a supporting bibliography (using the group's 2016 annotated bibliography for reference).<br /> <br /> This draft framework document has two purposes:<br /> <br /> # To inform the Internet Archive’s book selection process for its Open Libraries Initiative (a MacArthur Foundation 100%Change semi-finalist project in which DLF has partnered).<br /> # To serve as a resource on best practices for Digital Library Federation member institutions and the broader digital library community.<br /> <br /> The framework aims to define parts of a digital collection selection workflow for public cultural heritage and academic institutions, in alignment with the mission of the DLF Cultural Assessment working group.<br /> <br /> Part of the framework included an open survey requesting digital selection workflows (graphic and text description) from information institutions. The number of responding institutions was small (13 total), but substantive results were obtained. The group plans to expand the breadth and scope of the survey in 2018.<br /> <br /> '''Open Survey Results'''<br /> <br /> * Selection and digitization decisions in responding institutions are made by a mix of donors or internal library staff, not by designated selection committees.<br /> * The majority of responding institutions are not relying on codified, published policies that govern selection of cultural materials.<br /> * A majority of responding institutions prioritize decisions based on staff or space capacity, not on collecting priority. Most consider the institution’s collection strengths and importance of the materials prior to accepting new materials.<br /> * A majority of respondents indicate that selection and digitization decisions are made by individuals, not by appointed committees.<br /> * Selection for digitization is prioritized by appraised value, fragility or rarity of materials, and materials that are already part of the institution’s collections.<br /> * Most responding institutions are not actively seeking new materials.<br /> * Collection agendas are dictated by collection development policies that reflect physical collections and do not stand on their own as born-digital or digital-only collection policies.<br /> <br /> See the [Wiki files][https://osf.io/r78ha/wiki/home/] for detailed documentation.<br /> <br /> = Past Projects: =<br /> The Cultural Assessment Group, in its first year, conducted an environmental scan about the cultural surrounding the creation of digital collection in the cultural heritage sector. The result of the first year of group work is a fully annotated bibliography concentrated on the formation of digital collections, the workflows required to create them, and the cultural responsibilities and consideration surrounding their selection, description, discovery and representation of communities. This is not an exhaustive bibliography, but represents the accomplishment of the first several months of work.<br /> The '''fully annotated bibliography''' can be found [https://mfr.osf.io/render?url=https://osf.io/94pgj/?action=download%26mode=render here], with full citation should you wish to use it.<br /> Additionally, feel free to add items of interest to '''the running bibliography''' [https://docs.google.com/document/d/18EBvHoWLbNx5-NA5_Llm9BQqx3RxOEsALrw5-JD8o4o/edit?usp=sharing here]. Demarcate the ones you have added so they are not missed during annotation. Thank you in advance!<br /> <br /> == Annotated Bibliography ==<br /> Define Cultural Assessment in collaboration between librarians, archivists and anthropologists in a way that applies to digital collection development and dissemination.<br /> The outcome will be an annotated bibliography that will help set the stage to further discussions about cultural and social responses of library digital collections and potential biases in information structuring and management.<br /> The project alos entails compiling the bibliographies and initial findings for the other sub-topics and coordinating the eventual creation of the Cultural Assessment Interest Group white-paper.<br /> <br /> '''The Annotated Bibliography Group''' met biweekly on Mondays 12:00pm Central Time beginning Aug until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7dHlxSEU5UlZRbGc working documents])<br /> <br /> == Metadata &amp; Description Practices ==<br /> Outline potential measures and standards for metadata and description activities that allow our digital collections to be culturally aware. Metadata, in this context does not only refer to Subject Headings (like those maintained by the Library of Congress) but may also include folksonomies and ontologies. The intent is to uncover ways metadata is currently being produced, identify ways in which one might determine the cultural awareness of metadata and descriptions (if possible), and by pointing to work that intends to expand the boundary of metadata, like the Mukurtu Project (http://mukurtu.org/learn/), develop a set of recommendations on how to generate metadata that is culturally responsible.<br /> <br /> '''The Metadata Group''' met bi-weekly on Monday's at 11:00am CDT beginning on Aug until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7T0NxWTladnU0V28 working documents])<br /> <br /> == Selection &amp; Digitization ==<br /> Investigate how institutions of higher education select materials for digitization and how they are prioritized. We will research metrics and decision-making workflows as well as the underlying assumptions regarding selection and decision-making throughout the beginning stages of the digitization process.<br /> <br /> '''The Selection &amp; Digitization Group''' met biweekly on Mondays at 12:00pm Central Time beginning Aug. until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7Z0JfcFdOMzdDVFU working documents])<br /> <br /> == Levels of Digitization and Preservation ==<br /> Investigate how libraries (which may include archives) determine levels of digitization and preservation for digital collections. This may include a review of how groups are formed to make these decisions, how decision-making groups make determinations about levels of digitization and preservation, and how these decisions are communicated. We will think about how these decisions may be evaluated for cultural factors and influences and/or what impact these decisions may have on various communities. <br /> <br /> '''The Digitization &amp; Preservation Group''' met bi-weekly on Mondays at 11:00am Central Time /beginning Aug. until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0B8B77_XUrt8ERWJua2JvS1VzWHc working documents)]<br /> <br /> == Publicizing Collection and Discoverability ==<br /> Investigate how libraries (which may include special collections and/or archives) make their collections discoverable and how they publicize collections. This may include how to identify constituents, stakeholders and customers; to craft custom communications; to apply descriptive metadata for searching and sharing in an effort to conquer the digital divide. Publicizing and discoverability should also include considerations for selecting discovery platforms and tools, defining methods to present collections, and user interactions with collections, and “usability”. Defining the standards for community demographics, marginalized and underrepresented groups, and representation of diverse communities within the collections is needed for qualitative and quantitative assessment.<br /> <br /> '''The Publicizing and Discoverability Group''' meets bi-weekly on Tuesdays at 11:00am Central Time beginning Aug. 16 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7Z3FDUTRtVUIyaEU working documents])<br /> <br /> = Get Involved =<br /> <br /> == Meeting Schedule ==<br /> The Cultural Assessment Group will meet every two weeks beginning Wednesday January 25, 2017 at 11am CT (UTC -5) via Skype for Business.&lt;br /&gt;<br /> <br /> [https://meet.uiowa.edu/hannah-s-kettler/N7G2SLL9 Join Skype Meeting ]&lt;br /&gt;<br /> <br /> Trouble Joining? [https://meet.uiowa.edu/hannah-s-kettler/N7G2SLL9?sl=1 Try Skype Web App ]&lt;br /&gt;<br /> <br /> Join by phone<br /> +1 319 467 1100 (Iowa City) English (United States) <br /> [https://dialin.uiowa.edu/ Find a local number]<br /> <br /> Conference ID: 5319122&lt;br /&gt;<br /> <br /> [http://its.uiowa.edu/support/article/100901 Help ] <br /> <br /> Jan 25, 2017&lt;br /&gt;<br /> Feb 8, 2017&lt;br /&gt;<br /> Feb 22, 2017&lt;br /&gt;<br /> Mar 8, 2017&lt;br /&gt;<br /> Mar 22, 2017&lt;br /&gt;<br /> Apr 5, 2017&lt;br /&gt;<br /> Apr 19, 2017&lt;br /&gt;<br /> May 3, 2017&lt;br /&gt;<br /> May 17, 2017&lt;br /&gt;<br /> May 31, 2017&lt;br /&gt;<br /> Jun 14, 2017&lt;br /&gt;<br /> Jun 28, 2017&lt;br /&gt;<br /> Jul 12, 2017&lt;br /&gt;<br /> Jul 26, 2017&lt;br /&gt;<br /> Aug 9, 2017&lt;br /&gt;<br /> Sep 13, 2017&lt;br /&gt;<br /> Sep 27, 2017&lt;br /&gt;<br /> Oct 11, 2017&lt;br /&gt;<br /> Oct 25, 2017&lt;br /&gt;<br /> Nov 8, 2017&lt;br /&gt;<br /> Nov 22, 2017&lt;br /&gt;<br /> Dec 20, 2017&lt;br /&gt;<br /> <br /> (re-evaluate regular time for start of semester)<br /> <br /> All meeting notes will be posted using Google Docs and will be demarcated by date (https://drive.google.com/open?id=0BxLpGleh8jx7NG5mYVVXU1luMnM).<br /> <br /> == Social Media ==<br /> <br /> Join our [https://groups.google.com/forum/#!forum/dlf-cultural-assessment-working-group/join Google group] or contact group chair Hannah dash s dash Kettler at uiowa dot edu.<br /> <br /> <br /> ----<br /> <br /> [http://wiki.diglib.org/Assessment Back to the Assessment home page]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Assessment:Cultural_Assessment&diff=13203 2017-10-12T19:14:23Z

<p>Nowviskie: </p> <hr /> <div>= DLF Cultural Assessment Working Group =<br /> This sub-group of the DLF [https://wiki.diglib.org/Assessment Assessment Interest Group] (DLF AIG) was formed in February 2016 to discuss ways by which we may assess our digital collections and their cultural impact. <br /> Members of the DLF AIG for Cultural Assessment aim to first identify institutional data and practices that may be relevant to building a robust understanding of “cultural assessment.” Then, the group will investigate and attempt to surface underlying assumptions within our data and practices to help the community better understand the social structures that both influence our work and result from it. Ideally, the group will develop helpful and nuanced rubrics for institutional measurement and analysis of cultural biases and assumptions. The DLF AIG Cultural Assessment group intends to raise awareness of cultural bias and institutional “blind spots,” as well as recommend a set of data points, to create more inclusive cultures within DLF member organizations.<br /> <br /> We will explore whether and how cultural biases/assumptions are embedded in:<br /> <br /> *materials we have available in physical collections - special collections, institutional archives;<br /> *in librarians’ and archivists’ selections of what to digitize;<br /> *in the requests their patrons and communities make for content;<br /> *in choices about levels of digitization and preservation;<br /> *in metadata-creation/descriptive activities;<br /> *and in decisions about how/when/whether we publicize collections and make them discoverable.<br /> <br /> with the understanding that biases and assumptions have concrete impact on digital library collections and services.<br /> <br /> == 2017 Annotated Bibliography ==<br /> The Cultural Assessment Group recently published their first draft of an annotated bibliography reflects research that is helpful for framing the notion of cultural assessment in the cultural heritage sector with a particular focus on digital libraries. Resources include detailed legislation for cultural heritage stewardship, collaborative cross-cultural case studies, and articles focused on the current methods of digital collection creation. We drew much inspiration from the [http://www.siatoolkit.com/#axzz4YCBEWGzF Social Inclusion Audit] and the [https://www.kdl.kcl.ac.uk/fileadmin/documents/pubs/BalancedValueImpactModel_SimonTanner_October2012.pdf Balanced Value Impact Model] among others.&lt;br /&gt;<br /> <br /> '''Published bibliography''' can be found [https://mfr.osf.io/render?url=https://osf.io/94pgj/?action=download%26mode=render here ]&lt;br /&gt;<br /> <br /> '''Special Thanks to the following Authors and Contributors:'''&lt;br /&gt;<br /> Diana Marsh&lt;br /&gt;<br /> Hannah Scates Kettler&lt;br /&gt;<br /> Kate Joranson&lt;br /&gt;<br /> Liz Lorang&lt;br /&gt;<br /> Lorrie McAllister&lt;br /&gt;<br /> Rachel Trent&lt;br /&gt;<br /> Ricky Punzalan&lt;br /&gt;<br /> Sara Rubinow&lt;br /&gt;<br /> Sharon Farnel&lt;br /&gt;<br /> Susan Barrett&lt;br /&gt;<br /> <br /> The group is also soliciting feedback and additional resources in the '''running bibliography''', in an attempt to make the resource more broadly applicable (i.e. not solely focused on North America). Any one can add to and comment on the bibliography. We only ask you do NOT DELETE any items.<br /> <br /> [https://docs.google.com/document/d/18EBvHoWLbNx5-NA5_Llm9BQqx3RxOEsALrw5-JD8o4o/edit Ongoing Public Bibliography]<br /> <br /> The [DLF Cultural Assessment Interest Group][https://github.com/cultural-assessment] welcomes feedback and comments on GitHub.<br /> <br /> = Current Projects: =<br /> The Cultural Assessment group is moving away from the 5 subgroups in order to pursue an environmental scan of the use of metrics in Cultural Assessment. The group hopes to develop a set of metrics specifically for use in the cultural heritage sector to evaluate their digital collection cultural affinities and gaps, and how one might apply metrics to practices of digital collection creation (see previous projects for an idea on said practices).<br /> <br /> Over the next year, the group will:<br /> * Create an overarching workflow for cultural heritage digital collection creation<br /> * Contextualize digital collection creation workflows within cultural heritage institution organizational structures<br /> * Develop / articulate personas and narratives that would accompany an eventual Cultural Assessment Toolkit<br /> * Discuss and articulate form and function of the toolkit<br /> <br /> There are possible collaborations here with several of the DLF Assessment Working Groups including Metadata, User Experience, and Analytics. The group is welcome and encourages collaboration with people and groups who may be impacted by this work. Feel free to reach out if you have ideas. As the year progresses, the Cultural Assessment group will reach out to groups who they see as having an interest and will ask them to participate if they are willing.<br /> <br /> Such groups include (running list):<br /> * Internet Archive / &quot;Inclusive Curation&quot; <br /> * DLF AIG User Experience (UX) Interest Group<br /> * IMLS Forum Grant recipients - Design for Diversity: An IMLS National Forum at Northeastern University [http://dsg.neu.edu/research/design-for-diversity/ Grant website]<br /> * Association of Tribal Archives, Libraries, and Museums [http://www.atalm.org/ association website]<br /> * Others<br /> <br /> In 2017, the Cultural Assessment group drafted a selection workflow framework that is articulated in broad strokes to be used across many types of institutions, e.g., academic libraries, museums, historical societies. The workflow outlines areas of potential cultural friction in the selection process and creates a supporting bibliography (using the group's 2016 annotated bibliography for reference).<br /> <br /> This draft framework document has two purposes:<br /> <br /> # To inform the Internet Archive’s book selection process for its Open Libraries Initiative (a MacArthur Foundation 100%Change semi-finalist project).<br /> # To serve as a resource on best practices for Digital Library Federation member institutions and the broader digital library community.<br /> <br /> The framework aims to define parts of a digital collection selection workflow for public cultural heritage and academic institutions, in alignment with the mission of the DLF Cultural Assessment working group.<br /> <br /> Part of the framework included an open survey requesting digital selection workflows (graphic and text description) from information institutions. The number of responding institutions was small (13 total), but substantive results were obtained. The group plans to expand the breadth and scope of the survey in 2018.<br /> <br /> '''Open Survey Results'''<br /> <br /> * Selection and digitization decisions in responding institutions are made by a mix of donors or internal library staff, not by designated selection committees.<br /> * The majority of responding institutions are not relying on codified, published policies that govern selection of cultural materials.<br /> * A majority of responding institutions prioritize decisions based on staff or space capacity, not on collecting priority. Most consider the institution’s collection strengths and importance of the materials prior to accepting new materials.<br /> * A majority of respondents indicate that selection and digitization decisions are made by individuals, not by appointed committees.<br /> * Selection for digitization is prioritized by appraised value, fragility or rarity of materials, and materials that are already part of the institution’s collections.<br /> * Most responding institutions are not actively seeking new materials.<br /> * Collection agendas are dictated by collection development policies that reflect physical collections and do not stand on their own as born-digital or digital-only collection policies.<br /> <br /> See the [Wiki files][https://osf.io/r78ha/wiki/home/] for detailed documentation.<br /> <br /> = Past Projects: =<br /> The Cultural Assessment Group, in its first year, conducted an environmental scan about the cultural surrounding the creation of digital collection in the cultural heritage sector. The result of the first year of group work is a fully annotated bibliography concentrated on the formation of digital collections, the workflows required to create them, and the cultural responsibilities and consideration surrounding their selection, description, discovery and representation of communities. This is not an exhaustive bibliography, but represents the accomplishment of the first several months of work.<br /> The '''fully annotated bibliography''' can be found [https://mfr.osf.io/render?url=https://osf.io/94pgj/?action=download%26mode=render here], with full citation should you wish to use it.<br /> Additionally, feel free to add items of interest to '''the running bibliography''' [https://docs.google.com/document/d/18EBvHoWLbNx5-NA5_Llm9BQqx3RxOEsALrw5-JD8o4o/edit?usp=sharing here]. Demarcate the ones you have added so they are not missed during annotation. Thank you in advance!<br /> <br /> == Annotated Bibliography ==<br /> Define Cultural Assessment in collaboration between librarians, archivists and anthropologists in a way that applies to digital collection development and dissemination.<br /> The outcome will be an annotated bibliography that will help set the stage to further discussions about cultural and social responses of library digital collections and potential biases in information structuring and management.<br /> The project alos entails compiling the bibliographies and initial findings for the other sub-topics and coordinating the eventual creation of the Cultural Assessment Interest Group white-paper.<br /> <br /> '''The Annotated Bibliography Group''' met biweekly on Mondays 12:00pm Central Time beginning Aug until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7dHlxSEU5UlZRbGc working documents])<br /> <br /> == Metadata &amp; Description Practices ==<br /> Outline potential measures and standards for metadata and description activities that allow our digital collections to be culturally aware. Metadata, in this context does not only refer to Subject Headings (like those maintained by the Library of Congress) but may also include folksonomies and ontologies. The intent is to uncover ways metadata is currently being produced, identify ways in which one might determine the cultural awareness of metadata and descriptions (if possible), and by pointing to work that intends to expand the boundary of metadata, like the Mukurtu Project (http://mukurtu.org/learn/), develop a set of recommendations on how to generate metadata that is culturally responsible.<br /> <br /> '''The Metadata Group''' met bi-weekly on Monday's at 11:00am CDT beginning on Aug until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7T0NxWTladnU0V28 working documents])<br /> <br /> == Selection &amp; Digitization ==<br /> Investigate how institutions of higher education select materials for digitization and how they are prioritized. We will research metrics and decision-making workflows as well as the underlying assumptions regarding selection and decision-making throughout the beginning stages of the digitization process.<br /> <br /> '''The Selection &amp; Digitization Group''' met biweekly on Mondays at 12:00pm Central Time beginning Aug. until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7Z0JfcFdOMzdDVFU working documents])<br /> <br /> == Levels of Digitization and Preservation ==<br /> Investigate how libraries (which may include archives) determine levels of digitization and preservation for digital collections. This may include a review of how groups are formed to make these decisions, how decision-making groups make determinations about levels of digitization and preservation, and how these decisions are communicated. We will think about how these decisions may be evaluated for cultural factors and influences and/or what impact these decisions may have on various communities. <br /> <br /> '''The Digitization &amp; Preservation Group''' met bi-weekly on Mondays at 11:00am Central Time /beginning Aug. until Nov. 2016 (see [https://drive.google.com/drive/u/0/folders/0B8B77_XUrt8ERWJua2JvS1VzWHc working documents)]<br /> <br /> == Publicizing Collection and Discoverability ==<br /> Investigate how libraries (which may include special collections and/or archives) make their collections discoverable and how they publicize collections. This may include how to identify constituents, stakeholders and customers; to craft custom communications; to apply descriptive metadata for searching and sharing in an effort to conquer the digital divide. Publicizing and discoverability should also include considerations for selecting discovery platforms and tools, defining methods to present collections, and user interactions with collections, and “usability”. Defining the standards for community demographics, marginalized and underrepresented groups, and representation of diverse communities within the collections is needed for qualitative and quantitative assessment.<br /> <br /> '''The Publicizing and Discoverability Group''' meets bi-weekly on Tuesdays at 11:00am Central Time beginning Aug. 16 (see [https://drive.google.com/drive/u/0/folders/0BxLpGleh8jx7Z3FDUTRtVUIyaEU working documents])<br /> <br /> = Get Involved =<br /> <br /> == Meeting Schedule ==<br /> The Cultural Assessment Group will meet every two weeks beginning Wednesday January 25, 2017 at 11am CT (UTC -5) via Skype for Business.&lt;br /&gt;<br /> <br /> [https://meet.uiowa.edu/hannah-s-kettler/N7G2SLL9 Join Skype Meeting ]&lt;br /&gt;<br /> <br /> Trouble Joining? [https://meet.uiowa.edu/hannah-s-kettler/N7G2SLL9?sl=1 Try Skype Web App ]&lt;br /&gt;<br /> <br /> Join by phone<br /> +1 319 467 1100 (Iowa City) English (United States) <br /> [https://dialin.uiowa.edu/ Find a local number]<br /> <br /> Conference ID: 5319122&lt;br /&gt;<br /> <br /> [http://its.uiowa.edu/support/article/100901 Help ] <br /> <br /> Jan 25, 2017&lt;br /&gt;<br /> Feb 8, 2017&lt;br /&gt;<br /> Feb 22, 2017&lt;br /&gt;<br /> Mar 8, 2017&lt;br /&gt;<br /> Mar 22, 2017&lt;br /&gt;<br /> Apr 5, 2017&lt;br /&gt;<br /> Apr 19, 2017&lt;br /&gt;<br /> May 3, 2017&lt;br /&gt;<br /> May 17, 2017&lt;br /&gt;<br /> May 31, 2017&lt;br /&gt;<br /> Jun 14, 2017&lt;br /&gt;<br /> Jun 28, 2017&lt;br /&gt;<br /> Jul 12, 2017&lt;br /&gt;<br /> Jul 26, 2017&lt;br /&gt;<br /> Aug 9, 2017&lt;br /&gt;<br /> Sep 13, 2017&lt;br /&gt;<br /> Sep 27, 2017&lt;br /&gt;<br /> Oct 11, 2017&lt;br /&gt;<br /> Oct 25, 2017&lt;br /&gt;<br /> Nov 8, 2017&lt;br /&gt;<br /> Nov 22, 2017&lt;br /&gt;<br /> Dec 20, 2017&lt;br /&gt;<br /> <br /> (re-evaluate regular time for start of semester)<br /> <br /> All meeting notes will be posted using Google Docs and will be demarcated by date (https://drive.google.com/open?id=0BxLpGleh8jx7NG5mYVVXU1luMnM).<br /> <br /> == Social Media ==<br /> <br /> Join our [https://groups.google.com/forum/#!forum/dlf-cultural-assessment-working-group/join Google group] or contact group chair Hannah dash s dash Kettler at uiowa dot edu.<br /> <br /> <br /> ----<br /> <br /> [http://wiki.diglib.org/Assessment Back to the Assessment home page]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13160 2017-08-18T17:56:20Z

<p>Nowviskie: </p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Next Call ===<br /> Our next meeting call is on '''Friday, August 18, 2017 at 1pm EST'''. From now until the [https://www.diglib.org/forums/2017forum/ DLF Forum], calls will occur at the same time on third Fridays. <br /> <br /> Please join online [https://www.uberconference.com/clir-dlf here] (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017<br /> * 15 September 2017<br /> * 20 October 2017<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13154 2017-08-17T17:43:29Z

<p>Nowviskie: </p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === Next Call ===<br /> Our next meeting call is on '''Friday, August 18, 2017 at 1pm EST'''. From now until the [https://www.diglib.org/forums/2017forum/ DLF Forum], calls will occur at the same time on third Fridays. <br /> <br /> Please join online [https://www.uberconference.com/clir-dlf here] (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017<br /> * 15 September 2017<br /> * 20 October 2017<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.<br /> <br /> === Other Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13153 2017-08-17T17:42:50Z

<p>Nowviskie: </p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === Next Call ===<br /> Our next meeting call is on '''Friday, August 18, 2017 at 1pm EST'''. From now until the [https://www.diglib.org/forums/2017forum/ DLF Forum], calls will occur at the same time on third Fridays. <br /> <br /> Please join online [https://www.uberconference.com/clir-dlf here] (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017<br /> * 15 September 2017<br /> * 20 October 2017<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit http://endangereddataweek.org.<br /> <br /> === 2017 Group Survey ===<br /> As we begin to plan for the coming year, we think it would be useful to begin to develop stronger connections between members of this interest group. That is to say, we want to support efforts to get to know each other and outline shared values and directions despite our geographic distance.<br /> <br /> To this end, a team of facilitators (Rachel Mattson, Brandon Locke, and Purdom Lindblad) propose that we spend some time in the coming months engaging in a series of one-one one conversations among participants in this group. We are hoping that these conversations will create a strong foundation for our group to expand and develop. We imagine these conversations as a way of beginning to approach three initial goals (and to identify additional goals):<br /> <br /> * To build a shared vocabulary.<br /> * To begin a process of developing stronger connections between members of this interest group - and supporting more intra-group conversation and collaboration. <br /> * To create an action plan for the group’s future work.<br /> <br /> We want to underscore that this is the first stage; we imagine these conversations as iterative and open to group recommendations.<br /> <br /> How can you participate? Just follow the steps outlined below.<br /> <br /> '''Complete [https://docs.google.com/forms/d/e/1FAIpQLSeEaM7levQ3KlCtAviOxaG5KstwKVWxY_48FW937Uc3h7lwiw/viewform?c=0&amp;w=1&amp;includes_info_params=true survey form] (before September 5).'''<br /> To begin, we invite you to complete a survey about what motivates you to participate in this group, what issues are of greatest concern to you, what practices you wish to share or to develop, and so on. We ask you to complete the form by the first week in September. Your responses will be sent to the group’s facilitators and also emailed back to you in order to help prompt reflection in paired conversations.<br /> <br /> '''Meet with your partner (sometime before October 5).'''<br /> After individual surveys are completed, participating members will be matched to another person in the group. Once you have the name of your partner, you should reach out to them via email to set time and platform for shared discussion. We will provide prompts to get you started, but feel free to expand on those prompts. You may use whatever platform you prefer - e.g. email, Skype, or telephone.<br /> <br /> '''For your conversation:'''<br /> * Be sure to keep notes so that you can share back with large group later.<br /> * Reserve a minimum of 30 minutes for this conversation. But feel free to decide together to extend that time. Be sure to clearly indicate your time constraints to your partner to avoid confusion.<br /> <br /> Subsequently, participants will have the opportunity to share the results of their one-on-one conversations with the larger group. We will use these reflections to develop a shared set of principles and/or an action plan for the coming year.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13152 2017-08-17T17:38:23Z

<p>Nowviskie: /* Next Call */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === Next Call ===<br /> Our next meeting call is on '''Friday, August 18, 2017 at 1pm EST'''. From now until the [https://www.diglib.org/forums/2017forum/ DLF Forum], calls will occur at the same time on third Fridays. <br /> <br /> Please join online [https://www.uberconference.com/clir-dlf here] (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017<br /> * 15 September 2017<br /> * 20 October 2017<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13143 2017-07-21T16:29:53Z

<p>Nowviskie: /* What is this? */</p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. <br /> <br /> Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === Next Call ===<br /> Our next meeting call is on '''Friday, July 21, 2017 at 1pm EST'''. From now until the [https://www.diglib.org/forums/2017forum/ DLF Forum], calls will occur at the same time on third Fridays. <br /> <br /> Please join online [https://www.uberconference.com/clir-dlf here] (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017<br /> * 15 September 2017<br /> * 20 October 2017<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Transparency-Accountability&diff=13142 2017-07-21T16:29:39Z

<p>Nowviskie: </p> <hr /> <div>= '''DLF Government Records Transparency and Accountability Group''' =<br /> <br /> === What is this? ===<br /> <br /> This is the page for a newly-forming [https://www.diglib.org/groups/transparency-accountability/ DLF Working Group on Government Records Transparency and Accountability]. Read our '''announcement [https://www.diglib.org/archives/13609/ blog post]'''.<br /> <br /> === Next Call ===<br /> Our next meeting call is on '''Friday, July 21, 2017 at 1pm EST'''. From now until the [https://www.diglib.org/forums/2017forum/ DLF Forum], calls will occur at the same time on third Fridays. <br /> <br /> Please join online [https://www.uberconference.com/clir-dlf here] (use Firefox or Chrome for VOIP)<br /> and/or by telephone: '''202-750-4186'''.<br /> <br /> === Special Meetings === <br /> '''21 April 2017''' <br /> [https://docs.google.com/document/d/1BZqbGZTyJfCAAiE5Jugj5K07_YjLLp2VfxyUWB8XvwI/edit Endangered Data Week webinar, &quot;Endangered Accountability: A DLF-Sponsored Webinar on FOIA, Government Data, and Transparency&quot;]. <br /> A recording of the webinar is available [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar.mp3 here]. Presenters' Slides: [https://docs.google.com/presentation/d/1w8sQDc9go6X-vr1E-_jqiH8LDl0tM2nb398vzJWKLzY/pub?start=false&amp;loop=false&amp;delayms=3000&amp;slide=id.p Alex Howard]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-OGIS.pptx OGIS]; [https://www.diglib.org/wp-content/uploads/2017/04/DLF-EDW-Webinar-Denice-Ross.pptx Denice Ross]<br /> <br /> '''19 May 2017''' ([https://docs.google.com/document/d/1JCzCwFVIQcsmGT9M6LCwGxk5Ywri93HDWSSHDyBWtLE/edit agenda &amp; minutes]) <br /> This meeting featured a presentation by Amy West on &quot;Census 2020 Data Accuracy.&quot; A recording of her presentation is available [https://drive.google.com/open?id=0BwxlkWAQgeNTMC1BNWtSWFpNN0k here], and presentation slides are [https://docs.google.com/presentation/d/1VJ6qFqDxO0UwJA6KyikA3K6YgB7WkiEDBy0pfgQaoHw/edit#slide=id.p here]<br /> <br /> === Regular Meeting Minutes === <br /> * 17 February 2017 ([https://docs.google.com/document/d/1AzJLz9dtSs3S2Ym5yqdCyNZrTmPyyl_r3qnl5M4wzmc/edit agenda])<br /> * 3 March 2017 ([https://docs.google.com/document/d/1pZK0yS8zVif0qDpOUZ6ksZmJCyOeTvjpzmP_onoWeRQ/edit agenda])<br /> * 24 March 2017 ([https://docs.google.com/document/d/1avvFQJXjBvXoWtTNCGy8XOU6kwzG8WMZXa3fVbR5958/edit agenda])<br /> * 16 June 2017 (No meeting.)<br /> * 21 July 2017 ([https://docs.google.com/document/d/10rpQ6XOu8e_9Hz5HT18-iGYSOu8KzMmOrTN3Mi9FA9E/edit agenda])<br /> * 18 August 2017<br /> * 15 September 2017<br /> * 20 October 2017<br /> <br /> === How to Join === <br /> We invite you join this Interest Group! You don’t have to be a DLF member to participate. <br /> <br /> Simply request membership in our [https://groups.google.com/forum/#%21forum/dlf-records-transparency Google Group] to stay current on discussions and meeting dates. Meeting dates and minutes will also be posted to this page.<br /> <br /> === Possible Directions === <br /> <br /> The work of this group is still in development, and we invite you to join us as we consider strategies for moving forward together. Some possible directions in which our endeavors might go:<br /> <br /> * Learn, listen, gather info, ask questions. Reach out to organizations already doing smart work in the area of government sunshine, FOIA, public records transparency, and government accountability, and learn all that we can about their work. Where are these groups putting their efforts? What are the central concerns, questions, and debates they consider to be important? Which groups do we want to make connections to? Also: what are librarians and archivists already doing in this area? How might we extend and contribute to this work?<br /> * Consider, discuss, and outline the ways in which this work, these questions, overlaps with our own areas of expertise and labors. How might we bring conversations about transparency and accountability into our schools, workplaces, and professional communities?<br /> * Consider, discuss, and work toward understanding how we might use our expertise and situated-ness to support increased public records transparency and accountability at the local, state, and federal levels.<br /> * Share what we learn with the broader DLF and library/archives community (and beyond?).<br /> * One project we know we will be supporting is '''Endangered Data Week.''' The first annual Endangered Data Week was held April 17-21, 2017. Spearheaded by a dedicated group of collaborators in collaboration with DLF, this distributed event is designed to bring “awareness to different types of threats to publicly available data, engage with the power dynamics involved in data creation, sharing, and retention, and make endangered data more secure and accessible.” For more info, visit endangereddataweek.org.</div>

Nowviskie https://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=13121 2017-06-29T19:30:40Z

<p>Nowviskie: link to Joy&#039;s page</p> <hr /> <div>This section of the [[About DLF and the Organizers' Toolkit|DLF Organizers' Toolkit]] provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally created in 2017 by '''Library &amp; Archives Consultant [http://www.joymbanksconsulting.com Joy M. Banks, MSLS],''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br /> <br /> <br /> == Formats ==<br /> In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br /> <br /> === Casual v. Formal ===<br /> There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br /> <br /> For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br /> <br /> * Do you actually need to see a screen or is voice access enough?<br /> * Will everyone be able to participate via audio connections or will some need a chat feature?<br /> * Will everyone be able to use their computer for audio or will a phone line be necessary?<br /> * Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br /> * Talk to your group, and find out what works best for you.<br /> <br /> For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br /> * Will you need the ability to screen share, chat, and file share?<br /> * Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br /> * Will your presenters need training on the platform in advance?<br /> * Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br /> <br /> === Collaborative v. Lecture ===<br /> While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br /> <br /> If you need a '''collaborative''' online environment:<br /> * Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br /> * Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br /> * Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br /> <br /> When presenting information in a '''lecture''' environment:<br /> * It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br /> * Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br /> <br /> === Meeting v. Learning ===<br /> You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br /> <br /> If you are planning a '''meeting''', consider the following:<br /> * Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br /> * Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br /> * Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br /> <br /> If you are interested in creating a '''learning''' environment:<br /> * Planning should begin far in advance of the date of presentation.<br /> * A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br /> * For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br /> <br /> === Recorded v. Live ===<br /> The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br /> <br /> If you are recording a '''live''' presentation for use later:<br /> * Be sure that you designate someone to start and end the recording.<br /> Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br /> * If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br /> * Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br /> <br /> It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br /> <br /> If you plan to only provide a '''recorded''' presentation:<br /> * Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br /> * Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br /> * Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br /> * Consider including your script as captions in the recording to offer an additional way users can access the materials.<br /> <br /> === Audio v. Video ===<br /> For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br /> <br /> When thinking about '''audio''' only:<br /> * Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br /> * This can be great for a simple conference call with a small group of individuals already familiar with each other.<br /> * For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br /> <br /> When thinking about '''video''' options:<br /> * Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br /> * Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br /> * If you expect everyone to participate through video, give advance notice so no one is surprised.<br /> <br /> <br /> == Speakers ==<br /> === Virtual v. Face to Face ===<br /> While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br /> <br /> '''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br /> <br /> '''Solution''': <br /> * ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br /> * ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br /> * ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br /> <br /> '''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br /> <br /> '''Solution''': <br /> * ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br /> * ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br /> <br /> '''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br /> <br /> '''Solution''':<br /> * ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br /> <br /> '''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br /> <br /> '''Solution''':<br /> * Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br /> * Describe verbally any important visual aids.<br /> * Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br /> * Try to avoid experiences which will require a very high internet speed connection.<br /> * Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br /> <br /> === Delivering an Engaging Virtual Presentation ===<br /> * Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br /> * Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br /> * Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&amp;A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br /> * Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br /> * Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br /> * Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br /> * Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br /> * Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br /> * Relax, be sure to have a cup of water, and enjoy the experience.<br /> <br /> == Hosts ==<br /> === General Tips ===<br /> For Virtual '''Business Meetings''':<br /> * Try to limit the meeting to one hour.<br /> * If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br /> * Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br /> * Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br /> * Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br /> * Will the meeting need to be recorded? If so,<br /> ** Where will the recording live and how will members access it?<br /> ** Will their be usage restrictions based on the content of the meeting?<br /> <br /> <br /> For Virtual '''Educational Webinars''':<br /> * Most online learning experiences should last no more than ninety minutes.<br /> * Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br /> * Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br /> * Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br /> * Will the webinar be recorded? If the answer is yes, consider:<br /> ** Where will the recordings live and how long they will need to last?<br /> ** Will you need to edit the recordings or be able to post as is?<br /> ** Will the recording need to capture the entire webinar environment or just the presentation slides?<br /> ** How will the experience differ for those who view the recording?<br /> ** Will captioning need to be added to the recording?<br /> <br /> === Planning ===<br /> Planning a virtual webinar or meeting begins in much as the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br /> <br /> Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br /> <br /> ==== Choosing a Topic ====<br /> If you are hosting a '''business meeting''', you topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br /> <br /> <br /> Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Of you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br /> * Make sure the topic hasn’t been covered sufficiently elsewhere.<br /> * Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br /> ** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br /> ** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br /> ** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br /> ** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br /> * All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br /> <br /> ==== Finding a Speaker ====<br /> As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br /> <br /> When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br /> Be sure you have answers to the following:<br /> * Will the speaker be reimbursed?<br /> * How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br /> * Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br /> * Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br /> * When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br /> <br /> ==== Setting a Date ====<br /> The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br /> <br /> If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br /> <br /> ==== Communication ====<br /> With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br /> * Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br /> * Email works well for critical information, but only if everyone checks the email address provided. <br /> * When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br /> Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br /> <br /> Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br /> * '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br /> * '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br /> * '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br /> <br /> ==== Registration ====<br /> When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br /> <br /> <br /> As host, you can choose a variety of ways to approach registration for '''webinars'''.<br /> * Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br /> * Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br /> * No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br /> <br /> Several tips for registration:<br /> * If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br /> * Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br /> * If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br /> <br /> === Moderating ===<br /> When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br /> <br /> While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br /> <br /> Useful tips for moderating a webinar:<br /> * Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br /> * Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br /> * Always have questions on hand to promote conversation if a Q&amp;A time is included at the end.<br /> * After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br /> * Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br /> * Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br /> <br /> === Assessing ===<br /> While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br /> * Is everyone able to use the selected platform or should another be tried?<br /> * Are the times still convenient for most involved?<br /> * Does everyone feel like the frequency is sufficient or should that be reevaluated?<br /> * Are the meetings productive or could that use some work?<br /> By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br /> <br /> Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br /> <br /> When planning assessment, consider the following:<br /> * Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br /> * Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br /> * Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br /> * When designing the survey, leave ample room for open comments. Try to make a survey that would take no longer than 5-10 minutes to complete.<br /> * Consider carefully which questions are mandatory and which optional.<br /> * Always ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br /> <br /> === Sample Planning Timeline ===<br /> This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br /> <br /> '''2-3 months prior'''<br /> * You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br /> * You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br /> * Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract.<br /> * Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br /> <br /> '''1 month prior'''<br /> * Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br /> * Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br /> * Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br /> * Determine if there are any supplemental documents that would be useful for participants to have.<br /> * Collect a bio for the speaker.<br /> * Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br /> <br /> '''1 week prior'''<br /> * Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br /> * Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br /> * Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br /> * Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br /> * Open registration for the event and share with target audiences.<br /> <br /> '''Day of event'''<br /> * Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br /> * Test and balance the microphone levels for anyone who will be speaking during the event.<br /> * Make sure everyone understands their assigned tasks.<br /> * Relax, get some water, and wait for the event.<br /> * Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br /> <br /> == Resources ==<br /> === Planning ===<br /> * [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br /> * [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br /> <br /> === Presenting ===<br /> * [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br /> * [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br /> * [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br /> * [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br /> * [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br /> * [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br /> * [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br /> * [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br /> <br /> === Accessibility ===<br /> * [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br /> * [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br /> <br /> === Resources and Media ===<br /> When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br /> <br /> * [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br /> * [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br /> * [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br /> * [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br /> * [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br /> * [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&amp;spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - by edtech2020, Tim Chase, May 16, 2013<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=13120 2017-06-29T19:29:31Z

<p>Nowviskie: </p> <hr /> <div>This section of the [[About DLF and the Organizers' Toolkit|DLF Organizers' Toolkit]] provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally created in 2017 by '''Library &amp; Archives Consultant Joy M. Banks, MSLS,''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br /> <br /> <br /> == Formats ==<br /> In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br /> <br /> === Casual v. Formal ===<br /> There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br /> <br /> For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br /> <br /> * Do you actually need to see a screen or is voice access enough?<br /> * Will everyone be able to participate via audio connections or will some need a chat feature?<br /> * Will everyone be able to use their computer for audio or will a phone line be necessary?<br /> * Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br /> * Talk to your group, and find out what works best for you.<br /> <br /> For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br /> * Will you need the ability to screen share, chat, and file share?<br /> * Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br /> * Will your presenters need training on the platform in advance?<br /> * Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br /> <br /> === Collaborative v. Lecture ===<br /> While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br /> <br /> If you need a '''collaborative''' online environment:<br /> * Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br /> * Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br /> * Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br /> <br /> When presenting information in a '''lecture''' environment:<br /> * It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br /> * Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br /> <br /> === Meeting v. Learning ===<br /> You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br /> <br /> If you are planning a '''meeting''', consider the following:<br /> * Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br /> * Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br /> * Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br /> <br /> If you are interested in creating a '''learning''' environment:<br /> * Planning should begin far in advance of the date of presentation.<br /> * A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br /> * For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br /> <br /> === Recorded v. Live ===<br /> The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br /> <br /> If you are recording a '''live''' presentation for use later:<br /> * Be sure that you designate someone to start and end the recording.<br /> Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br /> * If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br /> * Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br /> <br /> It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br /> <br /> If you plan to only provide a '''recorded''' presentation:<br /> * Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br /> * Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br /> * Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br /> * Consider including your script as captions in the recording to offer an additional way users can access the materials.<br /> <br /> === Audio v. Video ===<br /> For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br /> <br /> When thinking about '''audio''' only:<br /> * Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br /> * This can be great for a simple conference call with a small group of individuals already familiar with each other.<br /> * For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br /> <br /> When thinking about '''video''' options:<br /> * Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br /> * Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br /> * If you expect everyone to participate through video, give advance notice so no one is surprised.<br /> <br /> <br /> == Speakers ==<br /> === Virtual v. Face to Face ===<br /> While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br /> <br /> '''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br /> <br /> '''Solution''': <br /> * ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br /> * ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br /> * ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br /> <br /> '''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br /> <br /> '''Solution''': <br /> * ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br /> * ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br /> <br /> '''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br /> <br /> '''Solution''':<br /> * ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br /> <br /> '''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br /> <br /> '''Solution''':<br /> * Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br /> * Describe verbally any important visual aids.<br /> * Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br /> * Try to avoid experiences which will require a very high internet speed connection.<br /> * Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br /> <br /> === Delivering an Engaging Virtual Presentation ===<br /> * Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br /> * Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br /> * Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&amp;A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br /> * Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br /> * Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br /> * Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br /> * Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br /> * Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br /> * Relax, be sure to have a cup of water, and enjoy the experience.<br /> <br /> == Hosts ==<br /> === General Tips ===<br /> For Virtual '''Business Meetings''':<br /> * Try to limit the meeting to one hour.<br /> * If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br /> * Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br /> * Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br /> * Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br /> * Will the meeting need to be recorded? If so,<br /> ** Where will the recording live and how will members access it?<br /> ** Will their be usage restrictions based on the content of the meeting?<br /> <br /> <br /> For Virtual '''Educational Webinars''':<br /> * Most online learning experiences should last no more than ninety minutes.<br /> * Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br /> * Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br /> * Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br /> * Will the webinar be recorded? If the answer is yes, consider:<br /> ** Where will the recordings live and how long they will need to last?<br /> ** Will you need to edit the recordings or be able to post as is?<br /> ** Will the recording need to capture the entire webinar environment or just the presentation slides?<br /> ** How will the experience differ for those who view the recording?<br /> ** Will captioning need to be added to the recording?<br /> <br /> === Planning ===<br /> Planning a virtual webinar or meeting begins in much as the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br /> <br /> Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br /> <br /> ==== Choosing a Topic ====<br /> If you are hosting a '''business meeting''', you topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br /> <br /> <br /> Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Of you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br /> * Make sure the topic hasn’t been covered sufficiently elsewhere.<br /> * Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br /> ** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br /> ** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br /> ** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br /> ** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br /> * All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br /> <br /> ==== Finding a Speaker ====<br /> As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br /> <br /> When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br /> Be sure you have answers to the following:<br /> * Will the speaker be reimbursed?<br /> * How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br /> * Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br /> * Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br /> * When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br /> <br /> ==== Setting a Date ====<br /> The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br /> <br /> If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br /> <br /> ==== Communication ====<br /> With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br /> * Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br /> * Email works well for critical information, but only if everyone checks the email address provided. <br /> * When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br /> Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br /> <br /> Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br /> * '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br /> * '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br /> * '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br /> <br /> ==== Registration ====<br /> When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br /> <br /> <br /> As host, you can choose a variety of ways to approach registration for '''webinars'''.<br /> * Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br /> * Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br /> * No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br /> <br /> Several tips for registration:<br /> * If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br /> * Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br /> * If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br /> <br /> === Moderating ===<br /> When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br /> <br /> While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br /> <br /> Useful tips for moderating a webinar:<br /> * Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br /> * Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br /> * Always have questions on hand to promote conversation if a Q&amp;A time is included at the end.<br /> * After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br /> * Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br /> * Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br /> <br /> === Assessing ===<br /> While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br /> * Is everyone able to use the selected platform or should another be tried?<br /> * Are the times still convenient for most involved?<br /> * Does everyone feel like the frequency is sufficient or should that be reevaluated?<br /> * Are the meetings productive or could that use some work?<br /> By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br /> <br /> Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br /> <br /> When planning assessment, consider the following:<br /> * Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br /> * Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br /> * Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br /> * When designing the survey, leave ample room for open comments. Try to make a survey that would take no longer than 5-10 minutes to complete.<br /> * Consider carefully which questions are mandatory and which optional.<br /> * Always ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br /> <br /> === Sample Planning Timeline ===<br /> This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br /> <br /> '''2-3 months prior'''<br /> * You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br /> * You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br /> * Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract.<br /> * Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br /> <br /> '''1 month prior'''<br /> * Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br /> * Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br /> * Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br /> * Determine if there are any supplemental documents that would be useful for participants to have.<br /> * Collect a bio for the speaker.<br /> * Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br /> <br /> '''1 week prior'''<br /> * Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br /> * Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br /> * Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br /> * Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br /> * Open registration for the event and share with target audiences.<br /> <br /> '''Day of event'''<br /> * Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br /> * Test and balance the microphone levels for anyone who will be speaking during the event.<br /> * Make sure everyone understands their assigned tasks.<br /> * Relax, get some water, and wait for the event.<br /> * Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br /> <br /> == Resources ==<br /> === Planning ===<br /> * [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br /> * [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br /> <br /> === Presenting ===<br /> * [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br /> * [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br /> * [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br /> * [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br /> * [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br /> * [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br /> * [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br /> * [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br /> <br /> === Accessibility ===<br /> * [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br /> * [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br /> <br /> === Resources and Media ===<br /> When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br /> <br /> * [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br /> * [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br /> * [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br /> * [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br /> * [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br /> * [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&amp;spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - by edtech2020, Tim Chase, May 16, 2013<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=13119 2017-06-29T19:29:11Z

<p>Nowviskie: link to toolkit opening page</p> <hr /> <div>This section of the [[About DLF and the Organizers' Toolkit|DLF Organizers' Toolkit]] provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally '''created in 2017 by Library &amp; Archives Consultant Joy M. Banks, MSLS,''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br /> <br /> <br /> == Formats ==<br /> In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br /> <br /> === Casual v. Formal ===<br /> There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br /> <br /> For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br /> <br /> * Do you actually need to see a screen or is voice access enough?<br /> * Will everyone be able to participate via audio connections or will some need a chat feature?<br /> * Will everyone be able to use their computer for audio or will a phone line be necessary?<br /> * Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br /> * Talk to your group, and find out what works best for you.<br /> <br /> For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br /> * Will you need the ability to screen share, chat, and file share?<br /> * Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br /> * Will your presenters need training on the platform in advance?<br /> * Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br /> <br /> === Collaborative v. Lecture ===<br /> While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br /> <br /> If you need a '''collaborative''' online environment:<br /> * Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br /> * Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br /> * Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br /> <br /> When presenting information in a '''lecture''' environment:<br /> * It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br /> * Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br /> <br /> === Meeting v. Learning ===<br /> You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br /> <br /> If you are planning a '''meeting''', consider the following:<br /> * Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br /> * Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br /> * Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br /> <br /> If you are interested in creating a '''learning''' environment:<br /> * Planning should begin far in advance of the date of presentation.<br /> * A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br /> * For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br /> <br /> === Recorded v. Live ===<br /> The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br /> <br /> If you are recording a '''live''' presentation for use later:<br /> * Be sure that you designate someone to start and end the recording.<br /> Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br /> * If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br /> * Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br /> <br /> It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br /> <br /> If you plan to only provide a '''recorded''' presentation:<br /> * Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br /> * Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br /> * Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br /> * Consider including your script as captions in the recording to offer an additional way users can access the materials.<br /> <br /> === Audio v. Video ===<br /> For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br /> <br /> When thinking about '''audio''' only:<br /> * Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br /> * This can be great for a simple conference call with a small group of individuals already familiar with each other.<br /> * For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br /> <br /> When thinking about '''video''' options:<br /> * Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br /> * Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br /> * If you expect everyone to participate through video, give advance notice so no one is surprised.<br /> <br /> <br /> == Speakers ==<br /> === Virtual v. Face to Face ===<br /> While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br /> <br /> '''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br /> <br /> '''Solution''': <br /> * ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br /> * ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br /> * ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br /> <br /> '''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br /> <br /> '''Solution''': <br /> * ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br /> * ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br /> <br /> '''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br /> <br /> '''Solution''':<br /> * ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br /> <br /> '''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br /> <br /> '''Solution''':<br /> * Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br /> * Describe verbally any important visual aids.<br /> * Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br /> * Try to avoid experiences which will require a very high internet speed connection.<br /> * Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br /> <br /> === Delivering an Engaging Virtual Presentation ===<br /> * Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br /> * Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br /> * Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&amp;A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br /> * Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br /> * Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br /> * Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br /> * Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br /> * Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br /> * Relax, be sure to have a cup of water, and enjoy the experience.<br /> <br /> == Hosts ==<br /> === General Tips ===<br /> For Virtual '''Business Meetings''':<br /> * Try to limit the meeting to one hour.<br /> * If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br /> * Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br /> * Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br /> * Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br /> * Will the meeting need to be recorded? If so,<br /> ** Where will the recording live and how will members access it?<br /> ** Will their be usage restrictions based on the content of the meeting?<br /> <br /> <br /> For Virtual '''Educational Webinars''':<br /> * Most online learning experiences should last no more than ninety minutes.<br /> * Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br /> * Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br /> * Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br /> * Will the webinar be recorded? If the answer is yes, consider:<br /> ** Where will the recordings live and how long they will need to last?<br /> ** Will you need to edit the recordings or be able to post as is?<br /> ** Will the recording need to capture the entire webinar environment or just the presentation slides?<br /> ** How will the experience differ for those who view the recording?<br /> ** Will captioning need to be added to the recording?<br /> <br /> === Planning ===<br /> Planning a virtual webinar or meeting begins in much as the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br /> <br /> Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br /> <br /> ==== Choosing a Topic ====<br /> If you are hosting a '''business meeting''', you topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br /> <br /> <br /> Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Of you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br /> * Make sure the topic hasn’t been covered sufficiently elsewhere.<br /> * Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br /> ** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br /> ** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br /> ** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br /> ** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br /> * All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br /> <br /> ==== Finding a Speaker ====<br /> As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br /> <br /> When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br /> Be sure you have answers to the following:<br /> * Will the speaker be reimbursed?<br /> * How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br /> * Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br /> * Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br /> * When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br /> <br /> ==== Setting a Date ====<br /> The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br /> <br /> If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br /> <br /> ==== Communication ====<br /> With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br /> * Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br /> * Email works well for critical information, but only if everyone checks the email address provided. <br /> * When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br /> Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br /> <br /> Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br /> * '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br /> * '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br /> * '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br /> <br /> ==== Registration ====<br /> When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br /> <br /> <br /> As host, you can choose a variety of ways to approach registration for '''webinars'''.<br /> * Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br /> * Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br /> * No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br /> <br /> Several tips for registration:<br /> * If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br /> * Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br /> * If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br /> <br /> === Moderating ===<br /> When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br /> <br /> While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br /> <br /> Useful tips for moderating a webinar:<br /> * Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br /> * Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br /> * Always have questions on hand to promote conversation if a Q&amp;A time is included at the end.<br /> * After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br /> * Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br /> * Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br /> <br /> === Assessing ===<br /> While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br /> * Is everyone able to use the selected platform or should another be tried?<br /> * Are the times still convenient for most involved?<br /> * Does everyone feel like the frequency is sufficient or should that be reevaluated?<br /> * Are the meetings productive or could that use some work?<br /> By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br /> <br /> Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br /> <br /> When planning assessment, consider the following:<br /> * Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br /> * Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br /> * Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br /> * When designing the survey, leave ample room for open comments. Try to make a survey that would take no longer than 5-10 minutes to complete.<br /> * Consider carefully which questions are mandatory and which optional.<br /> * Always ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br /> <br /> === Sample Planning Timeline ===<br /> This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br /> <br /> '''2-3 months prior'''<br /> * You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br /> * You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br /> * Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract.<br /> * Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br /> <br /> '''1 month prior'''<br /> * Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br /> * Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br /> * Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br /> * Determine if there are any supplemental documents that would be useful for participants to have.<br /> * Collect a bio for the speaker.<br /> * Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br /> <br /> '''1 week prior'''<br /> * Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br /> * Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br /> * Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br /> * Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br /> * Open registration for the event and share with target audiences.<br /> <br /> '''Day of event'''<br /> * Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br /> * Test and balance the microphone levels for anyone who will be speaking during the event.<br /> * Make sure everyone understands their assigned tasks.<br /> * Relax, get some water, and wait for the event.<br /> * Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br /> <br /> == Resources ==<br /> === Planning ===<br /> * [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br /> * [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br /> <br /> === Presenting ===<br /> * [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br /> * [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br /> * [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br /> * [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br /> * [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br /> * [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br /> * [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br /> * [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br /> <br /> === Accessibility ===<br /> * [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br /> * [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br /> <br /> === Resources and Media ===<br /> When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br /> <br /> * [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br /> * [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br /> * [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br /> * [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br /> * [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br /> * [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&amp;spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - by edtech2020, Tim Chase, May 16, 2013<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=Planning_Virtual_Meetings_and_Webinars&diff=13118 2017-06-29T19:27:11Z

<p>Nowviskie: crediting Joy Banks</p> <hr /> <div>This section of the DLF Organizers' Toolkit provides general guidelines for presenting and/or hosting an online meeting or educational experience. It was originally '''created in 2017 by Library &amp; Archives Consultant Joy M. Banks, MSLS,''' as part of the [https://www.clir.org/hiddencollections/sahc CLIR Strategies for Advancing Hidden Collections project (SAHC)]. More resources related to that project, which was funded by The Andrew W. Mellon Foundation, can be found in the [https://wiki.diglib.org/Strategies_for_Advancing_Hidden_Collections SAHC Resource Library].<br /> <br /> <br /> == Formats ==<br /> In today’s online environment, the possibilities for virtual learning are nearly limitless. From Facebook Live to Adobe Connect, choosing the right platform may be challenging. Careful consideration of content and goals will help guide you to the right platform.<br /> <br /> === Casual v. Formal ===<br /> There is a significant difference between the platform needs for a gathering of colleagues casually chatting about something and a professional presentation of ideas to a large group. The former requires minimal technology, and the latter likely requires a much more robust system.<br /> <br /> For the '''causal''' experience, consider basic VOIP conference lines, Skype group, Google Hangouts, and the like.<br /> <br /> * Do you actually need to see a screen or is voice access enough?<br /> * Will everyone be able to participate via audio connections or will some need a chat feature?<br /> * Will everyone be able to use their computer for audio or will a phone line be necessary?<br /> * Consider the time of day for the meetup. If during work hours, some may not have access to platforms that require any sort of download. If after work hours, some may not have access to robust internet connections.<br /> * Talk to your group, and find out what works best for you.<br /> <br /> For the '''formal''' experience, consider more robust platforms that allow for greater flexibility such as UberConference (DLF maintains a [[Setting Up Year-Round Meetings#DLF Web.2FPhone Conferencing Support|Pro account]]), Adobe Connect, GoToMeeting, and the like.<br /> * Will you need the ability to screen share, chat, and file share?<br /> * Will your participants need to access audio via VOIP, computer, and/or phone audio connections?<br /> * Will your presenters need training on the platform in advance?<br /> * Even in the most robust systems, there is value in keeping things simple so that participants can focus on the content rather than the platform.<br /> <br /> === Collaborative v. Lecture ===<br /> While most educators agree that engaged learning is the best educational model, there is still value in lecture for presenting certain types of information. Recreating lecture in a virtual environment is relatively easy. Virtual collaboration can be a bit more challenging.<br /> <br /> If you need a '''collaborative''' online environment:<br /> * Limit the size of your group. The larger the group, the more difficult collaboration can be. Some web conferencing platforms allow breaking into groups, but be sure to test the feature before the meeting so you understand how it works for everyone.<br /> * Consider creating large chat spaces to allow contribution even if someone is unable to participate via audio connection.<br /> * Combine technologies. Using a conference line and a collaborative work space such as GoogleDocs can allow live feedback and tracking when working together on a project.<br /> <br /> When presenting information in a '''lecture''' environment:<br /> * It’s still important to create an interactive environment. Allow a way for participants to ask questions and engage with the presenter and other attendees.<br /> * Intersperse lecture with engagement. Create chat opportunities that allow an exchange of ideas. Give participants a way to stretch their brain with simple activities like polls or sharing reactions.<br /> <br /> === Meeting v. Learning ===<br /> You may think that planning an online meeting is as simple as sending out a link for people to join, but the best online meeting planners follow many of the same best practices as virtual learning.<br /> <br /> If you are planning a '''meeting''', consider the following:<br /> * Have a detailed agenda including time estimates for each part of the discussion. This will not only keep everyone on track during the meeting but also allow participants to plan ahead to enter and leave the meeting if needed.<br /> * Keep in mind if everyone in the meeting will have access to an audio line and/or any thing you put on the screen. Those who may only be able to hear the meeting will need to have verbal descriptions of anything on the screen and have any chat discussions summarized for them. Those who will be unable to participate with a microphone will need to have access to chat.<br /> * Since time is crucial when meeting online, distribute any documents to be discussed in advance so participants can review them. This will allow more meaningful discussions when everyone is together.<br /> <br /> If you are interested in creating a '''learning''' environment:<br /> * Planning should begin far in advance of the date of presentation.<br /> * A more robust virtual platform is often necessary to create an engaging learning experience for everyone.<br /> * For more details on planning a virtual learning experience, see the [[Planning Virtual Meetings and Webinars#Hosts|Hosts]] section of this handbook and check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] listed below.<br /> <br /> === Recorded v. Live ===<br /> The experience of a live virtual event will be much different than a recorded one. Perhaps you decide to focus on one or the other or create a learning experience that uses both.<br /> <br /> If you are recording a '''live''' presentation for use later:<br /> * Be sure that you designate someone to start and end the recording.<br /> Have a plan for storage of the recording. Where will it live? Who will have access? Will editing be necessary? How long will you provide access?<br /> * If possible, mark on the live script sections that will be cut from the recording to make editing easier.<br /> * Recognize that not all activities of a live event can be recreated for someone listening to a recording.<br /> <br /> It’s OK if you only offer something live. Everyone may not be able to attend, but that is the nature of life. Provide ample notice of the event (or purposely plan a pop-up event), and those who are more interested will attend.<br /> <br /> If you plan to only provide a '''recorded''' presentation:<br /> * Follow best practices for presentation and consider how you will engage your audience if the content is educational.<br /> * Plan for a way that viewers can ask questions or provide feedback whether through your email, a specific Twitter hashtag you can track, a GoogleForm, or some other means.<br /> * Be sure you have all of the necessary software and hardware to make a quality recording and determine in advance where the recording will live.<br /> * Consider including your script as captions in the recording to offer an additional way users can access the materials.<br /> <br /> === Audio v. Video ===<br /> For some virtual experiences, audio may be sufficient but sometimes, in order to build trust or a team spirit, video can help.<br /> <br /> When thinking about '''audio''' only:<br /> * Audio only options often require less robust systems and can often be accessed through a phone line without the need for a computer.<br /> * This can be great for a simple conference call with a small group of individuals already familiar with each other.<br /> * For those who are visual learners, be sure to supply any documents to be discussed in advance so everyone can follow the conversation.<br /> <br /> When thinking about '''video''' options:<br /> * Remember everyone may not have access to a webcam. Will participants still be able to participate another way?<br /> * Video includes screen sharing, not just webcam sharing. Sometimes it is valuable to be able to visually share documents or other information.<br /> * If you expect everyone to participate through video, give advance notice so no one is surprised.<br /> <br /> <br /> == Speakers ==<br /> === Virtual v. Face to Face ===<br /> While webinars have many similarities with standard F2F presentations, those presenting webinars must be aware of several distinct differences:<br /> <br /> '''Your audience is not in the same room''' - Unless you are participating in an online video chat that includes participant video, you will not be able to gauge your audience’s non-verbal response to your presentation. For anyone who has relied on eye contact, body language, and other visual signs to make adjustments to a presentation, the format of a webinar can be a bit uncomfortable.<br /> <br /> '''Solution''': <br /> * ''Create engaging chats'' - Think of these as opportunities for participants to stretch their brain. Encourage participants to get to know each other before the session starts. Set aside a 60 second chat blitz as a way to quickly participate in the webinar. Ask participants for suggestions and ideas that have worked in real life.<br /> * ''Ask questions to boost active participation'' - When using a question to start a chat, be sure it is open enough to engage participants. Questions with one word answers are best left to polls and blitz activities. It’s ok to consider phrasing that will lead participants where you want them to go in their thinking. In a webinar geared towards higher level engagement, allow participants to share their experiences, good or bad, as a way to enrich the content of your presentation. Setting time limits will encourage people to contribute without waiting and also allow a distinct end point to move the webinar forward if needed.<br /> * ''Embed polls and other simple activities'' - Polls are a quick and easy way to gauge your audience before and during a webinar. Questions can be about the participants or the content of the webinar. Choose simple questions with distinct responses. Depending on the webinar platform, you may also have the ability to allow participants to draw on the screen, add quick responses to a chat box, raise their hand virtually, share reaction emojis, etc. All of these activities break up the content of your talk and refocus the group.<br /> <br /> '''Timing is essential''' - Webinars will have set start and end times that often cannot be adjusted. You may be asked to login to the webinar system early and perhaps end early (i.e., before you’re ready to stop talking) if the end time approaches. Because of this, reading from a script is often recommended to avoid unexpected timing issues.<br /> <br /> '''Solution''': <br /> * ''Practice, practice, practice'' - Read your script and make sure the text flows as well verbally as it does in writing. Plan your timing with a slower voice and enunciated speech. During the live event, you will likely speak faster than when you practiced.<br /> * ''Add buffers to account for discussions that may run long'' - While you will be asked to plan how long discussions will last, you may find participants are highly engaged during a certain time. Plan ahead to allow buffers in your presentation content to allow for engaged participation (keeping in mind, though, that all good things must eventually come to an end). Mark sections of your script that can be easily cut if needed. <br /> <br /> '''Interaction must be carefully crafted''' - Most webinar platforms allow for some interaction between the speaker and audience as well as between attendees. The most successful virtual engagement activities are not something you can do effectively on the fly. Careful planning (and testing) of interactive activities will help create a dynamic learning environment that will help all participants engage with the educational content.<br /> <br /> '''Solution''':<br /> * ''Plan ahead and test everything'' - Work closely with your webinar host to assure that everything is in place and functional prior to the live date. Set up any polls. Practice chat sessions. Test your ideas with several people on various devices. Leave nothing to chance but always remain flexible.<br /> <br /> '''Not everyone will be participating in the same way''' - Even in the smallest virtual settings, not everyone will have access to the full webinar experience. Some may only be able to participate through the audio. Others may not have access to a microphone. Be considerate of any accessibility limitations.<br /> <br /> '''Solution''':<br /> * Repeat any questions or thoughtful comments that are typed in the chat box so everyone has access to the content.<br /> * Describe verbally any important visual aids.<br /> * Enunciation not only helps participants hear you better, but it also helps any transcription of your speech for captioning. Speaking too fast will jumble your words both through audio and captioning technology.<br /> * Try to avoid experiences which will require a very high internet speed connection.<br /> * Will the session be recorded? Consider how what you do live will translate to a recorded viewing experience.<br /> <br /> === Delivering an Engaging Virtual Presentation ===<br /> * Start with a brief bio, usually presented by the host/moderator. Include details other than the mundane that will engage your audience and connect them more personally to you. Your bio will also serve to show why you are qualified to present the content of the webinar and establish you as an expert. <br /> * Include an image of yourself. This can be on your slide template or, if possible, as a video feed (even if only briefly).<br /> * Depending on the form of your webinar, plan to have an activity every 15-20 minutes or so to re-engage your audience and avoid long periods of lecture. These can be directed chats, polls, blitz chats, or Q&amp;A sessions. Some webinars may require a large amount of lecture due to the depth of the topic. In those cases, consider breaking up sessions into a series to allow greater interaction.<br /> * Remember to smile when you speak (which feels strange if you are alone in a room somewhere). When you are smiling, your words tend to be clearer and your tone is more welcoming. This will also help you avoid extreme changes in your volume (e.g., starting a sentence with power and fading off as your sentence ends).<br /> * Before your webinar, practice your script and record it. Listen to your recording and try to adjust any bad habits. Try to avoid “um”, “so”, and other speech fillers. Listen for habits like starting loud and fading off at the end of a sentence. Practice your breathing so it sounds natural. Presenting is different than natural speech, so the extra practice and self-evaluation will help you deliver a clear presentation to your audience.<br /> * Consider framing your presentation using the rule of three. Begin by telling your audience what they will hear (perhaps having three points or sections), tell them those points, and end by summarizing what they heard. The number of main ideas you will effectively be able to share depends on the length of time you have. Avoid trying to cram too much into too short a time slot. Better to share less content of a higher quality. While many sources suggest listeners have a 5-10 minute attention span, framing your content to the highest denominator of [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 18-20 minutes] will likely produce higher quality content.<br /> * Even in an online environment, you might encourage your audience to set aside distractions during the session: turn off cell phones, don’t check email, hang a sign on your door, and truly focus on the content. These simple steps will help everyone have a better webinar experience.<br /> * Insert humor throughout your presentation. Tell an appropriate, personal funny story, but keep it succinct and relevant. If you are speaking on a particular topic but you lack a personally relevant experience, consider gathering stories before the event, either from registered participants or colleagues (and always seek permission to share!).<br /> * Relax, be sure to have a cup of water, and enjoy the experience.<br /> <br /> == Hosts ==<br /> === General Tips ===<br /> For Virtual '''Business Meetings''':<br /> * Try to limit the meeting to one hour.<br /> * If a recurring meeting, set the time and day well in advance so everyone can mark their calendars and set aside time for the meeting. Everyone will appreciate not having to do a poll every month to schedule a meeting time.<br /> * Allow a few minutes at the beginning and/or end for watercooler talk. Encourage those who want to catch up to arrive early or plan to stay a few minutes later (depending on whether or not you can stay in the virtual space).<br /> * Don’t assume that everyone knows each other. Do introductions if necessary, and, if taking minutes, be sure the secretary feels comfortable enough to speak up if it’s unclear who is speaking. While some platforms identify the speaker, that often relies on the participant to enter their name and/or an individual passcode.<br /> * Check in each meeting to see how everyone is participating. Some may only have chat (if available), some may only have audio (if you’ve also set up screen sharing). Repeat questions and describe what’s going on so everyone stays engaged.<br /> * Will the meeting need to be recorded? If so,<br /> ** Where will the recording live and how will members access it?<br /> ** Will their be usage restrictions based on the content of the meeting?<br /> <br /> <br /> For Virtual '''Educational Webinars''':<br /> * Most online learning experiences should last no more than ninety minutes.<br /> * Plan ahead if you would like to charge attendees. You’ll need a way to accept payment in addition to tracking registration.<br /> * Most webinar platforms will require some level of training so that presenters and hosts are familiar with the features.<br /> * Wired internet is always preferred for speakers and hosts to avoid delivery glitches. Make this clear from the beginning of planning.<br /> * Will the webinar be recorded? If the answer is yes, consider:<br /> ** Where will the recordings live and how long they will need to last?<br /> ** Will you need to edit the recordings or be able to post as is?<br /> ** Will the recording need to capture the entire webinar environment or just the presentation slides?<br /> ** How will the experience differ for those who view the recording?<br /> ** Will captioning need to be added to the recording?<br /> <br /> === Planning ===<br /> Planning a virtual webinar or meeting begins in much as the same way as a face to face event: Choose a topic, find a speaker, and set a date (not necessarily always in that order). Additionally, hosts also need to consider how communication will occur, especially since everyone is likely dispersed, and how registration will be handled.<br /> <br /> Jump to: [[Planning Virtual Meetings and Webinars#Choosing a Topic|Choosing a Topic]] | [[Planning Virtual Meetings and Webinars#Finding a Speaker|Finding a Speaker]] | [[Planning Virtual Meetings and Webinars#Setting a Date|Setting a Date]] | [[Planning Virtual Meetings and Webinars#Communication|Communication]] | [[Planning Virtual Meetings and Webinars#Registration|Registration]]<br /> <br /> ==== Choosing a Topic ====<br /> If you are hosting a '''business meeting''', you topic will be the items on your agenda. Be sure to supply the agenda and any documents for review at least one week prior to the meeting.<br /> <br /> <br /> Selecting a topic for a '''webinar''' can be a bit more involved. Perhaps your team has recently completed a project, and you would like to share the results with a larger audience. Of you recently attended an in-person meeting, heard a great speaker, and think the session should be captured for further distribution. Regardless of the idea, here are some tips:<br /> * Make sure the topic hasn’t been covered sufficiently elsewhere.<br /> * Some topics may be stand alone (a conference summary, an introductory session, etc.) while other ideas may lend themselves to serial delivery. Series may occur weekly, monthly, or at some other set interval. A few more thoughts on series:<br /> ** Webinars in a series should have a common theme, but don’t necessarily need to build directly from each other. For example, you could plan a series focusing on how individual institutions are tackling a particular problem, highlighting a new institution each month. This can be marketed as a series, but doesn’t require participants to attend all sessions. Alternatively, a series may also be developed to tackle a complex topic with sessions building on each other. Attendees would be expected to attend all sessions (to the best of their ability).<br /> ** There is no set amount of sessions a series must contain: some may be as little as two and some may last for years (though, [[Planning Virtual Meetings and Webinars#Assessing|assessment]] of long-term series is important to determine continued viability and relevance).<br /> ** A highly effective way to create a cohesive feel between the sessions is to create a uniform presentation template and/or classroom setup.<br /> ** When multiple speakers are involved in a series, be sure to facilitate engagement and conversation to encourage unity in the topics and refer to the other parts in the series. Slack and other collaborative software can be useful tools in this process.<br /> * All webinars should have a clear scope, including objectives and outcomes, so that those interested will know what to expect during the event. Developing these will also help hosts determine if the topic is too broad for an individual session so that the scope can either be condensed to fit the time or expanded into a series.<br /> <br /> ==== Finding a Speaker ====<br /> As host for a '''business meeting''', you will likely do most of the speaking. If others will need to speak or give reports, provide them with advance notice of that expectation so they are prepared. You may need to manage the audio using the mute feature for those in the virtual meeting space to avoid background noise and other distractions.<br /> <br /> When considering a speaker for a '''webinar''', first explore your own professional network and associations. You may have someone in your own network who is a perfect candidate to cover the topic. If not, gradually expand your search and reach out to others for recommendations.<br /> Be sure you have answers to the following:<br /> * Will the speaker be reimbursed?<br /> * How much time do you anticipate the speaker will invest in the planning, practicing, and presenting of the webinar?<br /> * Has the potential speaker delivered a webinar before? If not, how much additional time are you willing to invest to coach the speaker though the process?<br /> * Speakers will likely expect at least a general idea of the date and time for the webinar as well as the webinar length broken down so they are clear on how long they will be expected to speak.<br /> * When communicating with your speaker, be sure to explain your expectations for accessibility (e.g., adding [https://support.office.com/en-us/article/Add-alternative-text-to-a-shape-picture-chart-table-SmartArt-graphic-or-other-object-44989b2a-903c-4d9a-b742-6a75b451c669 Alt Text for images] in a PowerPoint) at the beginning of the planning process to allow ample time for testing, if needed.<br /> <br /> ==== Setting a Date ====<br /> The DLF Wiki has some excellent suggestions on setting a date and time in the [[Setting Up Year-Round Meetings]] section of their Organizers’ Toolkit. As mentioned above, recurring meetings or webinars are best planned in advance (e.g., the second Tuesday of every month at 2pm ET). A simple poll can make this process straightforward. Remember time zone differences, especially for meetings, and communicate any changes or cancellations well in advance.<br /> <br /> If you are using a shared conferencing or online learning platform, be sure to document and mark your scheduled events in the appropriate way so that others do not plan an event at the same time. There’s nothing quite as awkward as walking in on another meeting when you expected the line to yourself.<br /> <br /> ==== Communication ====<br /> With so many ways to communicate, this may be the most overwhelming element of the planning process. It is critical to have accurate contact information for all involved, whether for a business meeting or webinar.<br /> * Using a platform like Slack can allow collaboration in planning, though be sure that everyone is familiar with the features.<br /> * Email works well for critical information, but only if everyone checks the email address provided. <br /> * When all else fails, phone calls may be in order to be sure that those parties involved are understanding your expectations and their responsibilities. <br /> Be willing to communicate a number of different ways to encourage the highest level of participation. Also, be sure that those with whom you are working can communicate their own issues with you so that you can solve problems before they become significant issues.<br /> <br /> Another aspect of communication for the host or planner involves continued conversation between meetings, series offerings, or after a webinar ends.<br /> * '''Between Meetings''' - If the group attending the meeting stays mostly the same, consider establishing a Slack Channel or other collaborative platform on which participants can contribute information relevant to the group between official meetings. This is also a great way to set up a watercooler space to share personal updates.<br /> * '''Between Series''' - Consider encouraging assigned reading selections or video viewings with a designated check in time and place where participants can provide feedback and additional thoughts on an issue. Participation in the continued conversation can be part of a certification process that participants receive after completion of the program.<br /> * '''After the Webinar''' - When presenting a webinar, collecting registrant information is important to engage new audience members with your group. Consider sending a tailored welcome message to anyone not already subscribed to your services. Sign them up for your newsletter. Invite them to your group chat page. Send a quick follow-up survey several months later to see how they are applying what they learn. Remember, though, to always allow them to opt out of future communications.<br /> <br /> ==== Registration ====<br /> When planning a '''business meeting''', registration is probably unnecessary. You will, however, need to supply the login information to those who need to attend the meeting. This could be a URL or a phone number and may include a passcode for your specific meeting. Encourage anyone unable to attend to communicate that information in a timely manner in case there are matters that need a quorum.<br /> <br /> <br /> As host, you can choose a variety of ways to approach registration for '''webinars'''.<br /> * Advanced registration through the webinar platform - most allow you to collect basic information (name, email, institution) and set caps on registration if necessary. Usually, the system will then send out the information to login to the webinar and, if you set it up, scheduled reminders.<br /> * Advanced registration through alternative means - If you need to collect additional demographic information or payment for participants, using something like SurveyMonkey or a GoogleForm can allow you to customize and analyze registrants. This will require additional work on your part, though, since you will be responsible for distributing login information and reminders.<br /> * No registration - On occasion, you may wish to simply share the link for a scheduled webinar and hope for the best. This can work well for those events where you are unconcerned with reaching any limits that your virtual classroom may have or trust that those who are interested will show up before the limit is reached. Be sure to market your webinar widely enough to generate interest and be flexible with the audience that does attend.<br /> <br /> Several tips for registration:<br /> * If you are allowing advanced registration, start promoting and open registration no more than one month prior to the event; two weeks notice is often the most ideal. Any longer notice will often cause a greater no-show rate, especially for free events.<br /> * Allow for about a 20% attrition rate between registrants and attendees. This means if you have a classroom for 100, you may wish to allow 120 to register to allow the greatest attendance.<br /> * If you are not requiring registration, consider in advance how you will communicate any classroom size limits. Typically, rooms open 15 minutes prior to the start of an event, and you will need to be sure the room is closed before that to discourage people from entering early and to allow everyone equal opportunity to enter.<br /> <br /> === Moderating ===<br /> When hosting an online '''meeting''', you will likely control all aspects of the time: controlling the screen, monitoring the agenda, and keeping track of the time. If necessary, appoint a parliamentarian who can help especially with time and keeping the meeting on track.<br /> <br /> While educational '''webinars''' can function with just two people (the host/moderator and the speaker), best practices recommend having a third, often silent partner to handle any technical aspects of the session. This can include issues participants have, any tricky transitions during the presentation, and unexpected technical emergencies. Having dedicated technical support means that the host can focus on content and timing issues, and the speaker can simply focus on speaking.<br /> <br /> Useful tips for moderating a webinar:<br /> * Create a master script document that includes not only what everyone will say but also blocking for various tasks (e.g., Amy starts recording, Joy stops music, Louise pulls up survey, etc.).<br /> * Have clear time estimates for each stage of the presentation. Be prepared to encourage the speaker to speed up, slow down, or move on when necessary.<br /> * Always have questions on hand to promote conversation if a Q&amp;A time is included at the end.<br /> * After asking a question or prompting participation, slowly count to 10 to allow people to respond.<br /> * Don’t panic if something goes wrong. Technology is difficult to predict, and often you can simply work around the issue.<br /> * Be mindful of the webinar’s level of interactivity for both live participants as well as those who may view a recording later, if applicable.<br /> <br /> === Assessing ===<br /> While most '''business meetings''' won’t need constant assessment, it is important to check in with participants to evaluate how things are working. <br /> * Is everyone able to use the selected platform or should another be tried?<br /> * Are the times still convenient for most involved?<br /> * Does everyone feel like the frequency is sufficient or should that be reevaluated?<br /> * Are the meetings productive or could that use some work?<br /> By encouraging your participants to provide feedback, you’ll soon find the best virtual meeting environment for your group.<br /> <br /> Assessment of '''webinars''' is often important for a group to determine not only if that webinar was successful but also what types of webinars should be pursued (if any) in the future. While creating a simple survey is easy enough, getting participants to complete the survey can often be difficult.<br /> <br /> When planning assessment, consider the following:<br /> * Encourage participants to complete the survey immediately after the webinar by setting the platform to redirect to the survey when the webinar is ended. You can also provide a link to the survey during the final minutes of the webinar to catch those who may wish to leave early.<br /> * Email participants immediately after the event and perhaps one week later. Use the email point of contact to advertise additional webinars or how participants can get involved with your group.<br /> * Connecting completion of the assessment with distribution of a certificate of completion can often encourage greater participation. (Check out the [[Planning Virtual Meetings and Webinars#Resources|Resources]] section below to learn how to automate the certificate process using Google’s Autocrat add-on).<br /> * When designing the survey, leave ample room for open comments. Try to make a survey that would take no longer than 5-10 minutes to complete.<br /> * Consider carefully which questions are mandatory and which optional.<br /> * Always ask for ideas for future programming and whether or not a participant would like to present a future webinar. This helps build programming ideas and a network of professionals.<br /> <br /> === Sample Planning Timeline ===<br /> This sample planning timeline gives a sense of the necessary steps to plan a stand alone, virtual, educational webinar. For more planning help, check out the [[Planning Virtual Meetings and Webinars#Planning 2|Planning Resources]] below.<br /> <br /> '''2-3 months prior'''<br /> * You have a fantastic idea for a webinar (or perhaps a colleague approaches you with a fascinating idea). The first step is to investigate whether this idea has been adequately covered somewhere else in the vast universe of GLAM educational material.<br /> * You’ve determined that your idea is new and wonderfully useful to the GLAM world. Set a budget: Will you offer compensation to your speaker? Do you need to cover any technology costs? Is this an entirely volunteer based project?<br /> * Reach out to your professional connections and find a dynamic speaker who is an expert on the subject. Or, if you intend to be the speaker, find someone who is able to be your moderator for the event. Discuss dates and create a signed agreement so everyone understands the project. When possible, include all dates (e.g., draft due dates, practice session(s), live event, etc.) in the contract.<br /> * Discuss basic technology requirements with the speaker now including the need for reliable (preferably wired) internet and a quality headset.<br /> <br /> '''1 month prior'''<br /> * Start sharing scripts and slides. Work on timing and discuss any special technology needs. Try to find the right balance between text and images on slides.<br /> * Check on accessibility issues, including, but not limited to, font sizes and Alt text for images. Avoid slide transitions and fly-ins.<br /> * Determine now if the webinar is going to be recorded and what added concerns you need to keep in mind connected to that.<br /> * Determine if there are any supplemental documents that would be useful for participants to have.<br /> * Collect a bio for the speaker.<br /> * Begin setting up the classroom space, if possible, for the webinar environment. Some platforms, like Adobe Connect, allow hosts to set up several templates for meeting rooms (e.g., lobby, presentation, chat, etc.). By having these in place prior to the technical practice for a session, you will save time and give the speaker an idea of the available room configurations. If conducting a series of webinars, you are able to copy the format and settings of an established meeting.<br /> <br /> '''1 week prior'''<br /> * Conduct a practice session in the environment that will be used the day of the event. Make sure that internet speeds are excellent (wifi should be avoided), that telephones are available if needed, and that microphones are clear and balanced between the host and speaker.<br /> * Run through all slides, transitions, and activities to make sure that everything displays as expected. Make notes on anything that needs to be adjusted and schedule additional checks if necessary.<br /> * Have a few people participate in this session, if possible, so that font sizes, images, and display can be checked on a variety of devices (PC/Mac, tablet, desktop, laptop, etc.) and the presentation can be evaluated from several perspectives (host, speaker, attendee).<br /> * Assign individuals to tasks. Tasks may include starting and stopping the recording, ending the session, serving as timekeeper for any discussions, and moderating any questions.<br /> * Open registration for the event and share with target audiences.<br /> <br /> '''Day of event'''<br /> * Meet at least 30 minutes prior to the time set for opening the classroom (which is usually 15 minutes before the start of the webinar). Allow more time if there are multiple speakers or unresolved technical issues from the practice session.<br /> * Test and balance the microphone levels for anyone who will be speaking during the event.<br /> * Make sure everyone understands their assigned tasks.<br /> * Relax, get some water, and wait for the event.<br /> * Know that you’ve planned a new and wonderfully useful session, open the classroom, and start.<br /> <br /> == Resources ==<br /> === Planning ===<br /> * [http://www.infotoday.com/OnlineSearcher/Articles/Features/Secrets-of-Successful-Webinars-106050.shtml Secrets of Successful Webinars] (Online Searcher, Vol. 39, no. 5, Sept./Oct. 2015) - Includes checklists and tips from Mary Ellen Bates and Cathy Chiba on planning, creating, and hosting successful webinars.<br /> * [https://mebs.files.wordpress.com/2015/06/webinar-planning-checklist.pdf MEB’s Amazing Webinar Checklist and Templates] (pdf) - A tool created by Mary Ellen Bates to help webinar hosts stay organized through the webinar planning and presentation process.<br /> <br /> === Presenting ===<br /> * [https://helpx.adobe.com/adobe-connect/kb/best-practices-hosts-presenters-using.html Adobe Connect Best Practices for Hosts and Presenters] - While specifically designed for Adobe Connect users, this guide offers useful tips for any virtual meeting planner or presenter.<br /> * [https://www.learningsolutionsmag.com/articles/1388/best-practices-deliver-a-great-virtual-training-event Best Practices: Deliver a Great Virtual Training Event] - by Jaqueline Beck, Learning Solutions Magazine, 2014<br /> * [https://www.elearningguild.com/showfile.cfm?id=3159 Best Practices for Delivering Virtual Classroom Training] (pdf) - Randah McKinnie, Sr., eLearning Solutions, 2008 - Focuses on Adobe’s presentation software, but offers suggestions for any virtual classroom environment.<br /> * [https://www.americanexpress.com/us/small-business/openforum/articles/12-strategies-creating-webinar-wows-crowds/ 12 Strategies for Creating a Webinar that Wows Crowds] - by Bruna Martinuzzi of Clarion Enterprises, American Express Open Forum, December 2016<br /> * [https://hbr.org/2015/03/how-to-run-a-great-virtual-meeting How to Run a Great Virtual Meeting] - by Keith Ferrazzi, Harvard Business Review Online, March 27, 2015<br /> * [https://medium.com/the-art-of-keynoting/the-20-minute-rule-for-great-public-speaking-on-attention-spans-and-keeping-focus-7370cf06b636 The 20-Minute Rule for Great Public Speaking--On Attention Spans and Keeping Focus] - by Alf Rehn, Professor and Speaker, The Art of Keynoting, April 11, 2016 - An excellent read on the art of crafting quality presentations<br /> * [http://sixminutes.dlugan.com/speaking-rate/ What is the Average Speaking Rate?] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, Nov. 2012 - An overview to help you calculate your rate of speech (i.e., how quickly you speak) to help you gauge how much content you need for a given time period<br /> * [http://sixminutes.dlugan.com/rule-of-three-speeches-public-speaking/ How to use the Rule of Three in Your Speeches] - by Andrew Dlugan, Six Minutes Speaking and Presentation Skills, May 2009 - An overview of how to apply the aesthetic Rule of Three to speech<br /> <br /> === Accessibility ===<br /> * [http://dor.ca.gov/DisabilityAccessInfo/How-do-I-Plan-Accessible-Presentations-and-Webinars.html How do I plan accessible presentations and webinars?] - A brief resource with links from the California Department of Rehabilitation<br /> * [https://www.fda.gov/AboutFDA/AboutThisWebsite/Accessibility/ucm214503.htm Accessible Web Conferences and Webinar Best Practices] - A guide from the U.S. Food and Drug Administration<br /> <br /> === Resources and Media ===<br /> When using images, videos, and music for virtual learning, carefully consider any restrictions on the media. If you have any doubt over proper use and/or attribution requirements or limitations, contact the owner or licencor of the media. CLIR and DLF are not responsible for any misuse of media obtained from the following sources.<br /> <br /> * [http://www.docurated.com/101-free-free-try-online-collaborative-learning-tools-teachers-educators 102 Free (or Free-to-Try) Online Collaborative Learning Tools for Teachers and Educators] - While geared specifically to elementary and secondary education, quite a few of the tools listed could be used and adapted to professional development training experiences.<br /> * [http://edtechteacher.org/tools/research/finding-images/ Finding Public Domain Images for Multimedia Projects] - An extensive list of public domain image sources including a number of government image sources.<br /> * [https://elearningindustry.com/free-stock-photos-sites-for-elearning Free Stock Photos Sites for eLearning] - A listing of sites. Some may require registration and some do have limits to the free use for images.<br /> * [http://freemusicarchive.org/curator/Video/ Free Music Archive (FMA): Music for Video] - A special portal within FMA which pre-screens music contributions for use in video. The search capabilities are robust including basic searches like artist and genre to more specific searches like clip length and license type.<br /> * [https://www.youtube.com/watch?v=L8Z89-q1OnU Create Professional Development Certificates from Google Forms using Autocrat] - YouTube tutorial from Jeffrey Bradbury, Teachercast Podcast (August 11, 2015) showing how to build a certificate using several Google products.<br /> * [https://www.youtube.com/watch?v=vC1Zp-x9bGQ&amp;spfreload=1 Using Autocrat to send personalized PDF certificates via Form Submit] - by edtech2020, Tim Chase, May 16, 2013<br /> <br /> == Table of Contents == <br /> # [[About DLF and the Organizers' Toolkit]]<br /> # [[Working with Team DLF]]<br /> # [[Starting a New Initiative or Working Group]]<br /> # [[General Facilitation and Goal-Setting]]<br /> # [[Facilitating for Diversity and Inclusion]]<br /> # [[Preventing and Managing Burnout]]<br /> # [[Gathering Info/Building Enthusiasm]]<br /> # [[Planning an In-Person Meetup]]<br /> # [[Setting Up Year-Round Meetings]]<br /> # [[Planning Virtual Meetings and Webinars]]<br /> # [[Talking and Writing]] <br /> # [[Organizing and Sharing Your Work]]<br /> # [[In a Nutshell]]</div>

Nowviskie https://wiki.diglib.org/index.php?title=DLF_Project_Managers_Toolkit&diff=8565 2017-05-18T18:13:29Z

<p>Nowviskie: </p> <hr /> <div>This toolkit is a collaborative project, based on contributions by members of the [https://www.diglib.org/ Digital Library Federation's] Project Managers Group ([[DLF Project Managers Group |DLF PMG]]). First initiated by Jennifer Vinopal at New York University in February 2013, the toolkit has grown and evolved over the years as a living document to share experiences and link out to resources.<br /> <br /> *'''What?''' A crowdsourced collection of information, tips, techniques, and tools for project managers working in digital libraries. Please contribute and share your knowledge.<br /> <br /> *'''Why?''' Whether we realize it or not, librarians and library staff are managing projects all the time. These may be informal or formal projects, or we might not think of them as projects at all. Just the same, we could all stand to take a more organized and structured approach to planning and accomplishing our project work. Much of the project management literature and training frequently emphasizes a corporate perspective, which may not always be applicable to a library setting.<br /> <br /> *'''Who?''' Anyone who wants to contribute. Feel free to post anonymously if you prefer, or sign the contributors list at the end of the document.<br /> <br /> *'''How?''' Be generous with your knowledge and be respectful of what others have written. Share your experience and help others to learn from both your successes and failures.<br /> <br /> To contribute, simply login or select ‘create an account’ at the top right corner, if you are a first time contributor. Then select Edit.<br /> <br /> {| class=&quot;wikitable&quot; border=&quot;1&quot;<br /> |'''Interested in related resources?''' Check out DLF's [[About DLF and the Organizers' Toolkit | Organizers' Toolkit]]!<br /> |} <br /> <br /> <br /> == Project Management Software == <br /> <br /> This section contains a list of tools for project management, with pros and cons for each.<br /> <br /> === Asana ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Asana allows team members to collaborate on projects and track the progress of tasks. It works both for software development projects and other more generic projects.<br /> <br /> '''Benefits'''<br /> <br /> *Free (up to 15 members)<br /> *Great for task-based work<br /> *Works on mobile<br /> <br /> '''Drawbacks'''<br /> <br /> *If your team has over 15 members, you need to pay<br /> *Doesn't do as well with project dicsussion<br /> *Does not allow for private teams in free version<br /> *No bug/issue tracking<br /> <br /> === Basecamp ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Basecamp allows collaborators to post messages, organize to-do lists and documents, and create group schedules.<br /> <br /> '''Benefits'''<br /> <br /> *intuitive design<br /> *easy-to-use features<br /> *email integration<br /> *some calendar integration<br /> <br /> '''Drawbacks'''<br /> <br /> *first project is free, but you need to pay after that point<br /> *scheduling support is limited<br /> <br /> Related App: goplan<br /> <br /> === Trello===<br /> <br /> '''Uses and Overview'''<br /> <br /> Trello is an application for tracking tasks. It allows you to move individual cards (representing tasks) as they enter different phases. Trello allows you to assign tasks to different collaborators, create due dates, and provide contextual information for the tasks to be completed.<br /> <br /> '''Benefits'''<br /> <br /> *very similar to analog/paper SCRUM boards<br /> *feature-specific prioritization<br /> *bug tracking<br /> *useful for tracking action/discussion items from meetings<br /> *able to link or attach supporting documents to cards<br /> <br /> '''Drawbacks'''<br /> <br /> *showing hierarchy of tasks not really possible<br /> *not able to easily produce a to-do list (i.e. from the user's end, a list of tasks that the user is assigned to)<br /> <br /> === Google Apps ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Google Apps (specifically, Google Drive) is a suit of tools for creating documents collaboratively and sharing information. Google Apps include a text, spreadsheet, and slide editor, as well as applications for drawing, organizing calendars, and sharing (but not editing) other types of files.<br /> <br /> '''Benefits'''<br /> <br /> *easy to share documents with large teams for collaboration<br /> *easily searchable and organizable<br /> <br /> '''Drawbacks'''<br /> <br /> *you may need to use another tool to track/organize relevant documents, especially if there are a lot of them<br /> <br /> === Pivotal Tracker ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Pivotal Tracker allows users to organize tasks by project and stories while integrating release dates and prioritization into the workflow.<br /> <br /> '''Benefits'''<br /> <br /> *helps organize agile project teams that cannot meet in person<br /> <br /> '''Drawbacks'''<br /> <br /> *only free for thirty days (paid plans)<br /> <br /> === Jira Greenhopper (Agile PM) ===<br /> <br /> '''Uses and Overview'''<br /> <br /> JIRA Greenhopper allows teams to &quot;create and estimate stories, build a sprint backlog, visualize activity, measure team velocity, and report on progress.&quot;<br /> <br /> '''Benefits'''<br /> <br /> *works well for teams who use Scrum project management methods<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service ($10 for teams of up to 10; $75 and more for 15 teams and up)<br /> <br /> === Redmine ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Redmine allows you to track issues, latest project news, and organize projects by members and contributors. You can associate files with given projects, create Gantt charts and calendars, and create wikis to document projects. Redmine has a demo site that allows you to see how it looks in action.<br /> <br /> '''Benefits'''<br /> <br /> *open source<br /> *plug-ins allow for extensibility<br /> *ability to manage multiple simultaneous projects<br /> <br /> '''Drawbacks'''<br /> <br /> *doesn't work well with projects that aren't typical software development projects<br /> <br /> === Smartsheet ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Smartsheet allows team to collaborate and communicate with a spreadsheet-style interface. It allows for file sharing, alerts and reminders, the creation of Gantt charts, and other features that will help to organize your projects.<br /> <br /> '''Benefits'''<br /> <br /> *relatively simple (based on spreadsheets)<br /> *customizable and flexible<br /> *links to other tools and services (like Google Docs)<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service<br /> <br /> === Slack ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Slack is a communication app for teams. It integrates with several of the project management tools on this list, and allows team members to communicate more easily and informally than through email.<br /> <br /> '''Benefits'''<br /> <br /> *allows for easy communication between entire organizations, small groups within the organization, and individual members<br /> *integrates with many other applications (e.g. Google Docs, Trello, GitHub, etc.)<br /> *allows members to easily set up reminders, take notes-to-self<br /> <br /> '''Drawbacks'''<br /> <br /> *free version only has a 10,000 message capacity (older messages get deleted)<br /> <br /> === Other general software-independent recommendations for project management === <br /> <br /> *Wikis for project documents and documentation<br /> *Google Docs or other collaborative editor for the creation of project charter, meeting notes, etc. with separate document (or folder) for meeting notes<br /> *Ticket-trackers<br /> *Planning Poker<br /> *After-Action Reviews<br /> *Scheduling using Doodle or Google Sheets is useful for tracking team members' schedules<br /> <br /> == Project Charters == <br /> <br /> The goal of a project charter is to document agreement between all parties (sponsor, stakeholder, staff) about the goals, scope, and deliverables of the project. Ideally, the document defines time, scope and cost.<br /> <br /> It is useful to use this time to answer questions about cost/benefit and the extent to which people can actually reasonably contribute to the project. The Project Management Group recommends discussing the following questions at this stage:<br /> <br /> '''Why?'''<br /> What are the objectives of the project?<br /> What are the expected benefits of the project?<br /> '''Scope?'''<br /> What is the scope of the project? (specifically, what's not in scope...)<br /> How will we know the the project is done?<br /> '''Who are the stakeholders?'''<br /> Who is the end user audience?Who?<br /> Who is going to work on the project?<br /> Who is managing the project?<br /> Who is/are the sponsors of the project?<br /> '''How much time can participants reasonably spend on the project'''<br /> <br /> <br /> After the answers to these questions have been decided upon, the Project Charter itself should be drafted. The following is the basic format of a Project Charter:<br /> <br /> Project name<br /> Description (high-level statement of your project goal)<br /> Success criteria (how will we know when the project is done?) – SMART goals<br /> Requirements (deliverables, optionals, &amp; out of scope)<br /> Project team (including roles)<br /> Milestones/Schedule (high-level + proposed dates)<br /> <br /> Drafting the charter is an iterative process:<br /> <br /> Write a draft<br /> Share it with project team<br /> Share it with stakeholders<br /> Rewrite<br /> Repeat until consensus<br /> <br /> The [https://project-charter-template.casual.pm/ Project Charter Toolkit] can be a useful resource whether you are looking to understand what a project charter is or you’re just looking for some fresh ideas on laying out/structuring your particular charter. They have free templates to download, samples, etc.<br /> <br /> == Workflows == <br /> <br /> Included are [[Examples of workflows]] contributed by different institutions. <br /> <br /> == Resources == <br /> <br /> Visit the [https://www.diglib.org/groups/pmg/ DLF Project Managers Group] website for more information, including past meeting notes.<br /> <br /> === Presentations ===<br /> <br /> *“The Project One-Pager: A simple tool for collaboratively defining project scope.” Tito Sierra, DLF Forum, 2011. A straightforward way to describe your project and project scope in order to build consensus. http://www.slideshare.net/tsierra/the-projectonepager<br /> <br /> *“Managing Projects: Or I’m In Charge Now What?(aka PM4lib).” Metz, Rosalyn &amp; Becky Yoose, Code4Lib Preconference, 2014. http://wiki.code4lib.org/2014_preconference_proposals#Managing_Projects:_Or_I.27m_in_charge.2C_now_what.3F_.28aka_PM4Lib.29<br /> <br /> === Project Portfolio Management ===<br /> <br /> *Lim, Lawrence, and Aileen Koh. “IT Portfolio Management in Higher Education.” Adelaide, 2009. http://epublications.bond.edu.au/library_pubs/22<br /> <br /> *Vinopal, Jennifer. “Project Portfolio Management for Academic Libraries: A Gentle Introduction.” College &amp; Research Libraries 73, no. 4 (July 2012): 379–389. http://crl.acrl.org/content/73/4/379.full.pdf+html?sid=cde93e18-861b-4311-8cde-7ce4fc04131e<br /> <br /> === Workshop Slides and Syllabi ===<br /> <br /> *THATCamp Philly | Workshop 2 | Herding Cats: Project Management for Collaborative Work 2:00PM-3:45PM, Friday September 23, 2011 Instructor: Delphine Khanna, Temple University Description: How can you make sure that the project gets done when you’re not the “boss” and you don’t even work for the same institution? This workshop will give participants project management skills to help make sure that all stakeholders are heard, happy, involved and invested. Session slides: http://philly2011.thatcamp.org/files/2012/06/khanna_pm.pptx<br /> <br /> *Project Management in a Box - A presentation Joan Starr did for in service training at UC Berkeley Library in 2011 http://www.slideshare.net/joanstarr/project-management-in-a-box<br /> <br /> *Project management Slides from Dorothea Salo’s LIS classes http://www.slideshare.net/cavlec/project-management-16606291<br /> <br /> *Introduction to Project Management for Libraries - Slides from Jennifer Vinopal’s presentation for the Project Management workshop at Electronic Resources &amp; Libraries, 2013 http://hdl.handle.net/2451/31750<br /> <br /> *Calhoun, Karen S., and Jessica G. Benner. 2014. “Project Management in Libraries: LIS2971 Summer Course.” Abstract: Includes syllabus and 4 class presentations for a short 1-credit course to introduce LIS students or practitioners to the discipline of project management in a hands-on way, so that they can begin applying project management methods immediately. http://d-scholarship.pitt.edu/22620/.<br /> <br /> === Readings and Links ===<br /> <br /> *Carpenter, Julie. Project management in libraries, archives and museums: working with government and other external partners. Oxford: Chandos Publishing, 2010. Print ISBN: 978-1843345664<br /> <br /> *Csaba, Patkos. “SCRUM: The story of an agile team.” http://net.tutsplus.com/articles/editorials/scrum-the-story-of-an-agile-team/<br /> <br /> *Horwath, Jenn Anne. “How do we manage? Project Management in Libraries: An Investigation” Partnership: the Canadian Journal of Library and Information Practice and Research 7, no. 1 (2012). https://journal.lib.uoguelph.ca/index.php/perj/article/view/1802<br /> <br /> *Leon, Sharon M. “Project management for humanists.” #alt‐academy http://mediacommons.futureofthebook.org/alt-ac/pieces/project-management-humanists<br /> <br /> *Walker, Cecily. “How I Work: Getting Started with Managing Small Projects” http://cecily.info/2015/11/12/getting-started-managing-small-projects<br /> <br /> *Wamsley, Lori H. “Controlling project chaos: project management for library staff.” PNLA Quarterly 73:2 (2009): 5-6, 27. http://www.pnla.org/assets/documents/Quarterly/pnla_winter09.pdf<br /> <br /> == Contributors == <br /> *Andy Ashton, Brown University <br /> *Carolyn Caizzi, Northwestern University <br /> *Kathleen Cameron <br /> *Jason Casden, North Carolina State University <br /> *Tim Clarke, Muhlenberg College <br /> *Tom Cramer, Stanford University <br /> *Cristela Garcia-Spitz, UC San Diego Library<br /> *Joshua Honn, Northwestern University <br /> *Katherine Kott, Independent Consultant <br /> *Christine Malinowski, Massachusetts Institute of Technology<br /> *Rafia Mirza, UT Arlington, TX <br /> *Lisa McAulay, UCLA <br /> *Sandra McIntyre, Mountain West Digital Library <br /> *Alan Pike, Emory Center for Digital Scholarship <br /> *Sarah Stanley, Florida State University <br /> *Joan Starr, California Digital Library <br /> *Micah Vandegrift, Florida State University Libraries <br /> *Jennifer Vinopal, New York University <br /> *Cliff Wulfman, Princeton University <br /> *Cynthia York, Johns Hopkins University<br /> <br /> {| class=&quot;wikitable&quot; border=&quot;1&quot;<br /> |'''Interested in related resources?''' Check out DLF's [[About DLF and the Organizers' Toolkit | Organizers' Toolkit]]!<br /> |}</div>

Nowviskie https://wiki.diglib.org/index.php?title=DLF_Project_Managers_Toolkit&diff=8564 2017-05-18T18:13:00Z

<p>Nowviskie: </p> <hr /> <div>This toolkit is a collaborative project, based on contributions by members of the [https://www.diglib.org/ Digital Library Federation's] Project Managers Group ([[DLF Project Managers Group |DLF PMG]]). First initiated by Jennifer Vinopal at New York University in February 2013, the toolkit has grown and evolved over the years as a living document to share experiences and link out to resources.<br /> <br /> *'''What?''' A crowdsourced collection of information, tips, techniques, and tools for project managers working in digital libraries. Please contribute and share your knowledge.<br /> <br /> *'''Why?''' Whether we realize it or not, librarians and library staff are managing projects all the time. These may be informal or formal projects, or we might not think of them as projects at all. Just the same, we could all stand to take a more organized and structured approach to planning and accomplishing our project work. Much of the project management literature and training frequently emphasizes a corporate perspective, which may not always be applicable to a library setting.<br /> <br /> *'''Who?''' Anyone who wants to contribute. Feel free to post anonymously if you prefer, or sign the contributors list at the end of the document.<br /> <br /> *'''How?''' Be generous with your knowledge and be respectful of what others have written. Share your experience and help others to learn from both your successes and failures.<br /> <br /> To contribute, simply login or select ‘create an account’ at the top right corner, if you are a first time contributor. Then select Edit.<br /> <br /> {| class=&quot;wikitable&quot; border=&quot;1&quot;<br /> |'''Interested in related resources?''' Check out DLF's [[About DLF and the Organizers' Toolkit | Organizers' Toolkit]]!<br /> |} <br /> <br /> <br /> == Project Management Software == <br /> <br /> This section contains a list of tools for project management, with pros and cons for each.<br /> <br /> === Asana ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Asana allows team members to collaborate on projects and track the progress of tasks. It works both for software development projects and other more generic projects.<br /> <br /> '''Benefits'''<br /> <br /> *Free (up to 15 members)<br /> *Great for task-based work<br /> *Works on mobile<br /> <br /> '''Drawbacks'''<br /> <br /> *If your team has over 15 members, you need to pay<br /> *Doesn't do as well with project dicsussion<br /> *Does not allow for private teams in free version<br /> *No bug/issue tracking<br /> <br /> === Basecamp ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Basecamp allows collaborators to post messages, organize to-do lists and documents, and create group schedules.<br /> <br /> '''Benefits'''<br /> <br /> *intuitive design<br /> *easy-to-use features<br /> *email integration<br /> *some calendar integration<br /> <br /> '''Drawbacks'''<br /> <br /> *first project is free, but you need to pay after that point<br /> *scheduling support is limited<br /> <br /> Related App: goplan<br /> <br /> === Trello===<br /> <br /> '''Uses and Overview'''<br /> <br /> Trello is an application for tracking tasks. It allows you to move individual cards (representing tasks) as they enter different phases. Trello allows you to assign tasks to different collaborators, create due dates, and provide contextual information for the tasks to be completed.<br /> <br /> '''Benefits'''<br /> <br /> *very similar to analog/paper SCRUM boards<br /> *feature-specific prioritization<br /> *bug tracking<br /> *useful for tracking action/discussion items from meetings<br /> *able to link or attach supporting documents to cards<br /> <br /> '''Drawbacks'''<br /> <br /> *showing hierarchy of tasks not really possible<br /> *not able to easily produce a to-do list (i.e. from the user's end, a list of tasks that the user is assigned to)<br /> <br /> === Google Apps ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Google Apps (specifically, Google Drive) is a suit of tools for creating documents collaboratively and sharing information. Google Apps include a text, spreadsheet, and slide editor, as well as applications for drawing, organizing calendars, and sharing (but not editing) other types of files.<br /> <br /> '''Benefits'''<br /> <br /> *easy to share documents with large teams for collaboration<br /> *easily searchable and organizable<br /> <br /> '''Drawbacks'''<br /> <br /> *you may need to use another tool to track/organize relevant documents, especially if there are a lot of them<br /> <br /> === Pivotal Tracker ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Pivotal Tracker allows users to organize tasks by project and stories while integrating release dates and prioritization into the workflow.<br /> <br /> '''Benefits'''<br /> <br /> *helps organize agile project teams that cannot meet in person<br /> <br /> '''Drawbacks'''<br /> <br /> *only free for thirty days (paid plans)<br /> <br /> === Jira Greenhopper (Agile PM) ===<br /> <br /> '''Uses and Overview'''<br /> <br /> JIRA Greenhopper allows teams to &quot;create and estimate stories, build a sprint backlog, visualize activity, measure team velocity, and report on progress.&quot;<br /> <br /> '''Benefits'''<br /> <br /> *works well for teams who use Scrum project management methods<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service ($10 for teams of up to 10; $75 and more for 15 teams and up)<br /> <br /> === Redmine ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Redmine allows you to track issues, latest project news, and organize projects by members and contributors. You can associate files with given projects, create Gantt charts and calendars, and create wikis to document projects. Redmine has a demo site that allows you to see how it looks in action.<br /> <br /> '''Benefits'''<br /> <br /> *open source<br /> *plug-ins allow for extensibility<br /> *ability to manage multiple simultaneous projects<br /> <br /> '''Drawbacks'''<br /> <br /> *doesn't work well with projects that aren't typical software development projects<br /> <br /> === Smartsheet ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Smartsheet allows team to collaborate and communicate with a spreadsheet-style interface. It allows for file sharing, alerts and reminders, the creation of Gantt charts, and other features that will help to organize your projects.<br /> <br /> '''Benefits'''<br /> <br /> *relatively simple (based on spreadsheets)<br /> *customizable and flexible<br /> *links to other tools and services (like Google Docs)<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service<br /> <br /> === Slack ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Slack is a communication app for teams. It integrates with several of the project management tools on this list, and allows team members to communicate more easily and informally than through email.<br /> <br /> '''Benefits'''<br /> <br /> *allows for easy communication between entire organizations, small groups within the organization, and individual members<br /> *integrates with many other applications (e.g. Google Docs, Trello, GitHub, etc.)<br /> *allows members to easily set up reminders, take notes-to-self<br /> <br /> '''Drawbacks'''<br /> <br /> *free version only has a 10,000 message capacity (older messages get deleted)<br /> <br /> === Other general software-independent recommendations for project management === <br /> <br /> *Wikis for project documents and documentation<br /> *Google Docs or other collaborative editor for the creation of project charter, meeting notes, etc. with separate document (or folder) for meeting notes<br /> *Ticket-trackers<br /> *Planning Poker<br /> *After-Action Reviews<br /> *Scheduling using Doodle or Google Sheets is useful for tracking team members' schedules<br /> <br /> == Project Charters == <br /> <br /> The goal of a project charter is to document agreement between all parties (sponsor, stakeholder, staff) about the goals, scope, and deliverables of the project. Ideally, the document defines time, scope and cost.<br /> <br /> It is useful to use this time to answer questions about cost/benefit and the extent to which people can actually reasonably contribute to the project. The Project Management Group recommends discussing the following questions at this stage:<br /> <br /> '''Why?'''<br /> What are the objectives of the project?<br /> What are the expected benefits of the project?<br /> '''Scope?'''<br /> What is the scope of the project? (specifically, what's not in scope...)<br /> How will we know the the project is done?<br /> '''Who are the stakeholders?'''<br /> Who is the end user audience?Who?<br /> Who is going to work on the project?<br /> Who is managing the project?<br /> Who is/are the sponsors of the project?<br /> '''How much time can participants reasonably spend on the project'''<br /> <br /> <br /> After the answers to these questions have been decided upon, the Project Charter itself should be drafted. The following is the basic format of a Project Charter:<br /> <br /> Project name<br /> Description (high-level statement of your project goal)<br /> Success criteria (how will we know when the project is done?) – SMART goals<br /> Requirements (deliverables, optionals, &amp; out of scope)<br /> Project team (including roles)<br /> Milestones/Schedule (high-level + proposed dates)<br /> <br /> Drafting the charter is an iterative process:<br /> <br /> Write a draft<br /> Share it with project team<br /> Share it with stakeholders<br /> Rewrite<br /> Repeat until consensus<br /> <br /> The [https://project-charter-template.casual.pm/ Project Charter Toolkit] can be a useful resource whether you are looking to understand what a project charter is or you’re just looking for some fresh ideas on laying out/structuring your particular charter. They have free templates to download, samples, etc.<br /> <br /> == Workflows == <br /> <br /> Included are [[Examples of workflows]] contributed by different institutions. <br /> <br /> == Resources == <br /> <br /> Visit the [https://www.diglib.org/groups/pmg/ DLF Project Managers Group] website for more information, including past meeting notes.<br /> <br /> === Presentations ===<br /> <br /> *“The Project One-Pager: A simple tool for collaboratively defining project scope.” Tito Sierra, DLF Forum, 2011. A straightforward way to describe your project and project scope in order to build consensus. http://www.slideshare.net/tsierra/the-projectonepager<br /> <br /> *“Managing Projects: Or I’m In Charge Now What?(aka PM4lib).” Metz, Rosalyn &amp; Becky Yoose, Code4Lib Preconference, 2014. http://wiki.code4lib.org/2014_preconference_proposals#Managing_Projects:_Or_I.27m_in_charge.2C_now_what.3F_.28aka_PM4Lib.29<br /> <br /> === Project Portfolio Management ===<br /> <br /> *Lim, Lawrence, and Aileen Koh. “IT Portfolio Management in Higher Education.” Adelaide, 2009. http://epublications.bond.edu.au/library_pubs/22<br /> <br /> *Vinopal, Jennifer. “Project Portfolio Management for Academic Libraries: A Gentle Introduction.” College &amp; Research Libraries 73, no. 4 (July 2012): 379–389. http://crl.acrl.org/content/73/4/379.full.pdf+html?sid=cde93e18-861b-4311-8cde-7ce4fc04131e<br /> <br /> === Workshop Slides and Syllabi ===<br /> <br /> *THATCamp Philly | Workshop 2 | Herding Cats: Project Management for Collaborative Work 2:00PM-3:45PM, Friday September 23, 2011 Instructor: Delphine Khanna, Temple University Description: How can you make sure that the project gets done when you’re not the “boss” and you don’t even work for the same institution? This workshop will give participants project management skills to help make sure that all stakeholders are heard, happy, involved and invested. Session slides: http://philly2011.thatcamp.org/files/2012/06/khanna_pm.pptx<br /> <br /> *Project Management in a Box - A presentation Joan Starr did for in service training at UC Berkeley Library in 2011 http://www.slideshare.net/joanstarr/project-management-in-a-box<br /> <br /> *Project management Slides from Dorothea Salo’s LIS classes http://www.slideshare.net/cavlec/project-management-16606291<br /> <br /> *Introduction to Project Management for Libraries - Slides from Jennifer Vinopal’s presentation for the Project Management workshop at Electronic Resources &amp; Libraries, 2013 http://hdl.handle.net/2451/31750<br /> <br /> *Calhoun, Karen S., and Jessica G. Benner. 2014. “Project Management in Libraries: LIS2971 Summer Course.” Abstract: Includes syllabus and 4 class presentations for a short 1-credit course to introduce LIS students or practitioners to the discipline of project management in a hands-on way, so that they can begin applying project management methods immediately. http://d-scholarship.pitt.edu/22620/.<br /> <br /> === Readings and Links ===<br /> <br /> *Carpenter, Julie. Project management in libraries, archives and museums: working with government and other external partners. Oxford: Chandos Publishing, 2010. Print ISBN: 978-1843345664<br /> <br /> *Csaba, Patkos. “SCRUM: The story of an agile team.” http://net.tutsplus.com/articles/editorials/scrum-the-story-of-an-agile-team/<br /> <br /> *Horwath, Jenn Anne. “How do we manage? Project Management in Libraries: An Investigation” Partnership: the Canadian Journal of Library and Information Practice and Research 7, no. 1 (2012). https://journal.lib.uoguelph.ca/index.php/perj/article/view/1802<br /> <br /> *Leon, Sharon M. “Project management for humanists.” #alt‐academy http://mediacommons.futureofthebook.org/alt-ac/pieces/project-management-humanists<br /> <br /> *Walker, Cecily. “How I Work: Getting Started with Managing Small Projects” http://cecily.info/2015/11/12/getting-started-managing-small-projects<br /> <br /> *Wamsley, Lori H. “Controlling project chaos: project management for library staff.” PNLA Quarterly 73:2 (2009): 5-6, 27. http://www.pnla.org/assets/documents/Quarterly/pnla_winter09.pdf<br /> <br /> == Contributors == <br /> *Andy Ashton, Brown University <br /> *Carolyn Caizzi, Northwestern University <br /> *Kathleen Cameron <br /> *Jason Casden, North Carolina State University <br /> *Tim Clarke, Muhlenberg College <br /> *Tom Cramer, Stanford University <br /> *Cristela Garcia-Spitz, UC San Diego Library<br /> *Joshua Honn, Northwestern University <br /> *Katherine Kott, Independent Consultant <br /> *Christine Malinowski, Massachusetts Institute of Technology<br /> *Rafia Mirza, UT Arlington, TX <br /> *Lisa McAulay, UCLA <br /> *Sandra McIntyre, Mountain West Digital Library <br /> *Alan Pike, Emory Center for Digital Scholarship <br /> *Sarah Stanley, Florida State University <br /> *Joan Starr, California Digital Library <br /> *Micah Vandegrift, Florida State University Libraries <br /> *Jennifer Vinopal, New York University <br /> *Cliff Wulfman, Princeton University <br /> *Cynthia York, Johns Hopkins University</div>

Nowviskie https://wiki.diglib.org/index.php?title=DLF_Project_Managers_Toolkit&diff=8563 2017-05-18T18:10:45Z

<p>Nowviskie: </p> <hr /> <div>This toolkit is a collaborative project, based on contributions by members of the [https://www.diglib.org/groups/pmg/ Digital Library Federation Project Managers Group (DLF PMG)]. First initiated by Jennifer Vinopal at New York University in February 2013, the toolkit has grown and evolved over the years as a living document to share experiences and link out to resources.<br /> <br /> *'''What?''' A crowdsourced collection of information, tips, techniques, and tools for project managers working in digital libraries. Please contribute and share your knowledge.<br /> <br /> *'''Why?''' Whether we realize it or not, librarians and library staff are managing projects all the time. These may be informal or formal projects, or we might not think of them as projects at all. Just the same, we could all stand to take a more organized and structured approach to planning and accomplishing our project work. Much of the project management literature and training frequently emphasizes a corporate perspective, which may not always be applicable to a library setting.<br /> <br /> *'''Who?''' Anyone who wants to contribute. Feel free to post anonymously if you prefer, or sign the contributors list at the end of the document.<br /> <br /> *'''How?''' Be generous with your knowledge and be respectful of what others have written. Share your experience and help others to learn from both your successes and failures.<br /> <br /> To contribute, simply login or select ‘create an account’ at the top right corner, if you are a first time contributor. Then select Edit.<br /> <br /> {| class=&quot;wikitable&quot; border=&quot;1&quot;<br /> |'''Interested in related resources?''' Check out DLF's [[About DLF and the Organizers' Toolkit | Organizers' Toolkit]]!<br /> |} <br /> <br /> <br /> == Project Management Software == <br /> <br /> This section contains a list of tools for project management, with pros and cons for each.<br /> <br /> === Asana ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Asana allows team members to collaborate on projects and track the progress of tasks. It works both for software development projects and other more generic projects.<br /> <br /> '''Benefits'''<br /> <br /> *Free (up to 15 members)<br /> *Great for task-based work<br /> *Works on mobile<br /> <br /> '''Drawbacks'''<br /> <br /> *If your team has over 15 members, you need to pay<br /> *Doesn't do as well with project dicsussion<br /> *Does not allow for private teams in free version<br /> *No bug/issue tracking<br /> <br /> === Basecamp ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Basecamp allows collaborators to post messages, organize to-do lists and documents, and create group schedules.<br /> <br /> '''Benefits'''<br /> <br /> *intuitive design<br /> *easy-to-use features<br /> *email integration<br /> *some calendar integration<br /> <br /> '''Drawbacks'''<br /> <br /> *first project is free, but you need to pay after that point<br /> *scheduling support is limited<br /> <br /> Related App: goplan<br /> <br /> === Trello===<br /> <br /> '''Uses and Overview'''<br /> <br /> Trello is an application for tracking tasks. It allows you to move individual cards (representing tasks) as they enter different phases. Trello allows you to assign tasks to different collaborators, create due dates, and provide contextual information for the tasks to be completed.<br /> <br /> '''Benefits'''<br /> <br /> *very similar to analog/paper SCRUM boards<br /> *feature-specific prioritization<br /> *bug tracking<br /> *useful for tracking action/discussion items from meetings<br /> *able to link or attach supporting documents to cards<br /> <br /> '''Drawbacks'''<br /> <br /> *showing hierarchy of tasks not really possible<br /> *not able to easily produce a to-do list (i.e. from the user's end, a list of tasks that the user is assigned to)<br /> <br /> === Google Apps ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Google Apps (specifically, Google Drive) is a suit of tools for creating documents collaboratively and sharing information. Google Apps include a text, spreadsheet, and slide editor, as well as applications for drawing, organizing calendars, and sharing (but not editing) other types of files.<br /> <br /> '''Benefits'''<br /> <br /> *easy to share documents with large teams for collaboration<br /> *easily searchable and organizable<br /> <br /> '''Drawbacks'''<br /> <br /> *you may need to use another tool to track/organize relevant documents, especially if there are a lot of them<br /> <br /> === Pivotal Tracker ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Pivotal Tracker allows users to organize tasks by project and stories while integrating release dates and prioritization into the workflow.<br /> <br /> '''Benefits'''<br /> <br /> *helps organize agile project teams that cannot meet in person<br /> <br /> '''Drawbacks'''<br /> <br /> *only free for thirty days (paid plans)<br /> <br /> === Jira Greenhopper (Agile PM) ===<br /> <br /> '''Uses and Overview'''<br /> <br /> JIRA Greenhopper allows teams to &quot;create and estimate stories, build a sprint backlog, visualize activity, measure team velocity, and report on progress.&quot;<br /> <br /> '''Benefits'''<br /> <br /> *works well for teams who use Scrum project management methods<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service ($10 for teams of up to 10; $75 and more for 15 teams and up)<br /> <br /> === Redmine ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Redmine allows you to track issues, latest project news, and organize projects by members and contributors. You can associate files with given projects, create Gantt charts and calendars, and create wikis to document projects. Redmine has a demo site that allows you to see how it looks in action.<br /> <br /> '''Benefits'''<br /> <br /> *open source<br /> *plug-ins allow for extensibility<br /> *ability to manage multiple simultaneous projects<br /> <br /> '''Drawbacks'''<br /> <br /> *doesn't work well with projects that aren't typical software development projects<br /> <br /> === Smartsheet ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Smartsheet allows team to collaborate and communicate with a spreadsheet-style interface. It allows for file sharing, alerts and reminders, the creation of Gantt charts, and other features that will help to organize your projects.<br /> <br /> '''Benefits'''<br /> <br /> *relatively simple (based on spreadsheets)<br /> *customizable and flexible<br /> *links to other tools and services (like Google Docs)<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service<br /> <br /> === Slack ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Slack is a communication app for teams. It integrates with several of the project management tools on this list, and allows team members to communicate more easily and informally than through email.<br /> <br /> '''Benefits'''<br /> <br /> *allows for easy communication between entire organizations, small groups within the organization, and individual members<br /> *integrates with many other applications (e.g. Google Docs, Trello, GitHub, etc.)<br /> *allows members to easily set up reminders, take notes-to-self<br /> <br /> '''Drawbacks'''<br /> <br /> *free version only has a 10,000 message capacity (older messages get deleted)<br /> <br /> === Other general software-independent recommendations for project management === <br /> <br /> *Wikis for project documents and documentation<br /> *Google Docs or other collaborative editor for the creation of project charter, meeting notes, etc. with separate document (or folder) for meeting notes<br /> *Ticket-trackers<br /> *Planning Poker<br /> *After-Action Reviews<br /> *Scheduling using Doodle or Google Sheets is useful for tracking team members' schedules<br /> <br /> == Project Charters == <br /> <br /> The goal of a project charter is to document agreement between all parties (sponsor, stakeholder, staff) about the goals, scope, and deliverables of the project. Ideally, the document defines time, scope and cost.<br /> <br /> It is useful to use this time to answer questions about cost/benefit and the extent to which people can actually reasonably contribute to the project. The Project Management Group recommends discussing the following questions at this stage:<br /> <br /> '''Why?'''<br /> What are the objectives of the project?<br /> What are the expected benefits of the project?<br /> '''Scope?'''<br /> What is the scope of the project? (specifically, what's not in scope...)<br /> How will we know the the project is done?<br /> '''Who are the stakeholders?'''<br /> Who is the end user audience?Who?<br /> Who is going to work on the project?<br /> Who is managing the project?<br /> Who is/are the sponsors of the project?<br /> '''How much time can participants reasonably spend on the project'''<br /> <br /> <br /> After the answers to these questions have been decided upon, the Project Charter itself should be drafted. The following is the basic format of a Project Charter:<br /> <br /> Project name<br /> Description (high-level statement of your project goal)<br /> Success criteria (how will we know when the project is done?) – SMART goals<br /> Requirements (deliverables, optionals, &amp; out of scope)<br /> Project team (including roles)<br /> Milestones/Schedule (high-level + proposed dates)<br /> <br /> Drafting the charter is an iterative process:<br /> <br /> Write a draft<br /> Share it with project team<br /> Share it with stakeholders<br /> Rewrite<br /> Repeat until consensus<br /> <br /> The [https://project-charter-template.casual.pm/ Project Charter Toolkit] can be a useful resource whether you are looking to understand what a project charter is or you’re just looking for some fresh ideas on laying out/structuring your particular charter. They have free templates to download, samples, etc.<br /> <br /> == Workflows == <br /> <br /> Included are [[Examples of workflows]] contributed by different institutions. <br /> <br /> == Resources == <br /> <br /> Visit the [https://www.diglib.org/groups/pmg/ DLF Project Managers Group] website for more information, including past meeting notes.<br /> <br /> === Presentations ===<br /> <br /> *“The Project One-Pager: A simple tool for collaboratively defining project scope.” Tito Sierra, DLF Forum, 2011. A straightforward way to describe your project and project scope in order to build consensus. http://www.slideshare.net/tsierra/the-projectonepager<br /> <br /> *“Managing Projects: Or I’m In Charge Now What?(aka PM4lib).” Metz, Rosalyn &amp; Becky Yoose, Code4Lib Preconference, 2014. http://wiki.code4lib.org/2014_preconference_proposals#Managing_Projects:_Or_I.27m_in_charge.2C_now_what.3F_.28aka_PM4Lib.29<br /> <br /> === Project Portfolio Management ===<br /> <br /> *Lim, Lawrence, and Aileen Koh. “IT Portfolio Management in Higher Education.” Adelaide, 2009. http://epublications.bond.edu.au/library_pubs/22<br /> <br /> *Vinopal, Jennifer. “Project Portfolio Management for Academic Libraries: A Gentle Introduction.” College &amp; Research Libraries 73, no. 4 (July 2012): 379–389. http://crl.acrl.org/content/73/4/379.full.pdf+html?sid=cde93e18-861b-4311-8cde-7ce4fc04131e<br /> <br /> === Workshop Slides and Syllabi ===<br /> <br /> *THATCamp Philly | Workshop 2 | Herding Cats: Project Management for Collaborative Work 2:00PM-3:45PM, Friday September 23, 2011 Instructor: Delphine Khanna, Temple University Description: How can you make sure that the project gets done when you’re not the “boss” and you don’t even work for the same institution? This workshop will give participants project management skills to help make sure that all stakeholders are heard, happy, involved and invested. Session slides: http://philly2011.thatcamp.org/files/2012/06/khanna_pm.pptx<br /> <br /> *Project Management in a Box - A presentation Joan Starr did for in service training at UC Berkeley Library in 2011 http://www.slideshare.net/joanstarr/project-management-in-a-box<br /> <br /> *Project management Slides from Dorothea Salo’s LIS classes http://www.slideshare.net/cavlec/project-management-16606291<br /> <br /> *Introduction to Project Management for Libraries - Slides from Jennifer Vinopal’s presentation for the Project Management workshop at Electronic Resources &amp; Libraries, 2013 http://hdl.handle.net/2451/31750<br /> <br /> *Calhoun, Karen S., and Jessica G. Benner. 2014. “Project Management in Libraries: LIS2971 Summer Course.” Abstract: Includes syllabus and 4 class presentations for a short 1-credit course to introduce LIS students or practitioners to the discipline of project management in a hands-on way, so that they can begin applying project management methods immediately. http://d-scholarship.pitt.edu/22620/.<br /> <br /> === Readings and Links ===<br /> <br /> *Carpenter, Julie. Project management in libraries, archives and museums: working with government and other external partners. Oxford: Chandos Publishing, 2010. Print ISBN: 978-1843345664<br /> <br /> *Csaba, Patkos. “SCRUM: The story of an agile team.” http://net.tutsplus.com/articles/editorials/scrum-the-story-of-an-agile-team/<br /> <br /> *Horwath, Jenn Anne. “How do we manage? Project Management in Libraries: An Investigation” Partnership: the Canadian Journal of Library and Information Practice and Research 7, no. 1 (2012). https://journal.lib.uoguelph.ca/index.php/perj/article/view/1802<br /> <br /> *Leon, Sharon M. “Project management for humanists.” #alt‐academy http://mediacommons.futureofthebook.org/alt-ac/pieces/project-management-humanists<br /> <br /> *Walker, Cecily. “How I Work: Getting Started with Managing Small Projects” http://cecily.info/2015/11/12/getting-started-managing-small-projects<br /> <br /> *Wamsley, Lori H. “Controlling project chaos: project management for library staff.” PNLA Quarterly 73:2 (2009): 5-6, 27. http://www.pnla.org/assets/documents/Quarterly/pnla_winter09.pdf<br /> <br /> == Contributors == <br /> *Andy Ashton, Brown University <br /> *Carolyn Caizzi, Northwestern University <br /> *Kathleen Cameron <br /> *Jason Casden, North Carolina State University <br /> *Tim Clarke, Muhlenberg College <br /> *Tom Cramer, Stanford University <br /> *Cristela Garcia-Spitz, UC San Diego Library<br /> *Joshua Honn, Northwestern University <br /> *Katherine Kott, Independent Consultant <br /> *Christine Malinowski, Massachusetts Institute of Technology<br /> *Rafia Mirza, UT Arlington, TX <br /> *Lisa McAulay, UCLA <br /> *Sandra McIntyre, Mountain West Digital Library <br /> *Alan Pike, Emory Center for Digital Scholarship <br /> *Sarah Stanley, Florida State University <br /> *Joan Starr, California Digital Library <br /> *Micah Vandegrift, Florida State University Libraries <br /> *Jennifer Vinopal, New York University <br /> *Cliff Wulfman, Princeton University <br /> *Cynthia York, Johns Hopkins University</div>

Nowviskie https://wiki.diglib.org/index.php?title=DLF_Project_Managers_Toolkit&diff=8562 2017-05-18T18:10:05Z

<p>Nowviskie: </p> <hr /> <div>This toolkit is a collaborative project, based off contributions by members of the [https://www.diglib.org/groups/pmg/ Digital Library Federation Project Managers Group (DLF PMG)]. First initiated by Jennifer Vinopal at New York University in February 2013, the toolkit has grown and evolved over the years as a living document to share experiences and link out to resources.<br /> <br /> *'''What?''' A crowdsourced collection of information, tips, techniques, and tools for project managers working in digital libraries. Please contribute and share your knowledge.<br /> <br /> *'''Why?''' Whether we realize it or not, librarians and library staff are managing projects all the time. These may be informal or formal projects, or we might not think of them as projects at all. Just the same, we could all stand to take a more organized and structured approach to planning and accomplishing our project work. Much of the project management literature and training frequently emphasizes a corporate perspective, which may not always be applicable to a library setting.<br /> <br /> *'''Who?''' Anyone who wants to contribute. Feel free to post anonymously if you prefer, or sign the contributors list at the end of the document.<br /> <br /> *'''How?''' Be generous with your knowledge and be respectful of what others have written. Share your experience and help others to learn from both your successes and failures.<br /> <br /> To contribute, simply login or select ‘create an account’ at the top right corner, if you are a first time contributor. Then select Edit.<br /> <br /> {| class=&quot;wikitable&quot; border=&quot;1&quot;<br /> |'''Interested in related resources?''' Check out DLF's [[About DLF and the Organizers' Toolkit | Organizers' Toolkit]]!<br /> |} <br /> <br /> <br /> == Project Management Software == <br /> <br /> This section contains a list of tools for project management, with pros and cons for each.<br /> <br /> === Asana ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Asana allows team members to collaborate on projects and track the progress of tasks. It works both for software development projects and other more generic projects.<br /> <br /> '''Benefits'''<br /> <br /> *Free (up to 15 members)<br /> *Great for task-based work<br /> *Works on mobile<br /> <br /> '''Drawbacks'''<br /> <br /> *If your team has over 15 members, you need to pay<br /> *Doesn't do as well with project dicsussion<br /> *Does not allow for private teams in free version<br /> *No bug/issue tracking<br /> <br /> === Basecamp ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Basecamp allows collaborators to post messages, organize to-do lists and documents, and create group schedules.<br /> <br /> '''Benefits'''<br /> <br /> *intuitive design<br /> *easy-to-use features<br /> *email integration<br /> *some calendar integration<br /> <br /> '''Drawbacks'''<br /> <br /> *first project is free, but you need to pay after that point<br /> *scheduling support is limited<br /> <br /> Related App: goplan<br /> <br /> === Trello===<br /> <br /> '''Uses and Overview'''<br /> <br /> Trello is an application for tracking tasks. It allows you to move individual cards (representing tasks) as they enter different phases. Trello allows you to assign tasks to different collaborators, create due dates, and provide contextual information for the tasks to be completed.<br /> <br /> '''Benefits'''<br /> <br /> *very similar to analog/paper SCRUM boards<br /> *feature-specific prioritization<br /> *bug tracking<br /> *useful for tracking action/discussion items from meetings<br /> *able to link or attach supporting documents to cards<br /> <br /> '''Drawbacks'''<br /> <br /> *showing hierarchy of tasks not really possible<br /> *not able to easily produce a to-do list (i.e. from the user's end, a list of tasks that the user is assigned to)<br /> <br /> === Google Apps ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Google Apps (specifically, Google Drive) is a suit of tools for creating documents collaboratively and sharing information. Google Apps include a text, spreadsheet, and slide editor, as well as applications for drawing, organizing calendars, and sharing (but not editing) other types of files.<br /> <br /> '''Benefits'''<br /> <br /> *easy to share documents with large teams for collaboration<br /> *easily searchable and organizable<br /> <br /> '''Drawbacks'''<br /> <br /> *you may need to use another tool to track/organize relevant documents, especially if there are a lot of them<br /> <br /> === Pivotal Tracker ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Pivotal Tracker allows users to organize tasks by project and stories while integrating release dates and prioritization into the workflow.<br /> <br /> '''Benefits'''<br /> <br /> *helps organize agile project teams that cannot meet in person<br /> <br /> '''Drawbacks'''<br /> <br /> *only free for thirty days (paid plans)<br /> <br /> === Jira Greenhopper (Agile PM) ===<br /> <br /> '''Uses and Overview'''<br /> <br /> JIRA Greenhopper allows teams to &quot;create and estimate stories, build a sprint backlog, visualize activity, measure team velocity, and report on progress.&quot;<br /> <br /> '''Benefits'''<br /> <br /> *works well for teams who use Scrum project management methods<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service ($10 for teams of up to 10; $75 and more for 15 teams and up)<br /> <br /> === Redmine ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Redmine allows you to track issues, latest project news, and organize projects by members and contributors. You can associate files with given projects, create Gantt charts and calendars, and create wikis to document projects. Redmine has a demo site that allows you to see how it looks in action.<br /> <br /> '''Benefits'''<br /> <br /> *open source<br /> *plug-ins allow for extensibility<br /> *ability to manage multiple simultaneous projects<br /> <br /> '''Drawbacks'''<br /> <br /> *doesn't work well with projects that aren't typical software development projects<br /> <br /> === Smartsheet ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Smartsheet allows team to collaborate and communicate with a spreadsheet-style interface. It allows for file sharing, alerts and reminders, the creation of Gantt charts, and other features that will help to organize your projects.<br /> <br /> '''Benefits'''<br /> <br /> *relatively simple (based on spreadsheets)<br /> *customizable and flexible<br /> *links to other tools and services (like Google Docs)<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service<br /> <br /> === Slack ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Slack is a communication app for teams. It integrates with several of the project management tools on this list, and allows team members to communicate more easily and informally than through email.<br /> <br /> '''Benefits'''<br /> <br /> *allows for easy communication between entire organizations, small groups within the organization, and individual members<br /> *integrates with many other applications (e.g. Google Docs, Trello, GitHub, etc.)<br /> *allows members to easily set up reminders, take notes-to-self<br /> <br /> '''Drawbacks'''<br /> <br /> *free version only has a 10,000 message capacity (older messages get deleted)<br /> <br /> === Other general software-independent recommendations for project management === <br /> <br /> *Wikis for project documents and documentation<br /> *Google Docs or other collaborative editor for the creation of project charter, meeting notes, etc. with separate document (or folder) for meeting notes<br /> *Ticket-trackers<br /> *Planning Poker<br /> *After-Action Reviews<br /> *Scheduling using Doodle or Google Sheets is useful for tracking team members' schedules<br /> <br /> == Project Charters == <br /> <br /> The goal of a project charter is to document agreement between all parties (sponsor, stakeholder, staff) about the goals, scope, and deliverables of the project. Ideally, the document defines time, scope and cost.<br /> <br /> It is useful to use this time to answer questions about cost/benefit and the extent to which people can actually reasonably contribute to the project. The Project Management Group recommends discussing the following questions at this stage:<br /> <br /> '''Why?'''<br /> What are the objectives of the project?<br /> What are the expected benefits of the project?<br /> '''Scope?'''<br /> What is the scope of the project? (specifically, what's not in scope...)<br /> How will we know the the project is done?<br /> '''Who are the stakeholders?'''<br /> Who is the end user audience?Who?<br /> Who is going to work on the project?<br /> Who is managing the project?<br /> Who is/are the sponsors of the project?<br /> '''How much time can participants reasonably spend on the project'''<br /> <br /> <br /> After the answers to these questions have been decided upon, the Project Charter itself should be drafted. The following is the basic format of a Project Charter:<br /> <br /> Project name<br /> Description (high-level statement of your project goal)<br /> Success criteria (how will we know when the project is done?) – SMART goals<br /> Requirements (deliverables, optionals, &amp; out of scope)<br /> Project team (including roles)<br /> Milestones/Schedule (high-level + proposed dates)<br /> <br /> Drafting the charter is an iterative process:<br /> <br /> Write a draft<br /> Share it with project team<br /> Share it with stakeholders<br /> Rewrite<br /> Repeat until consensus<br /> <br /> The [https://project-charter-template.casual.pm/ Project Charter Toolkit] can be a useful resource whether you are looking to understand what a project charter is or you’re just looking for some fresh ideas on laying out/structuring your particular charter. They have free templates to download, samples, etc.<br /> <br /> == Workflows == <br /> <br /> Included are [[Examples of workflows]] contributed by different institutions. <br /> <br /> == Resources == <br /> <br /> Visit the [https://www.diglib.org/groups/pmg/ DLF Project Managers Group] website for more information, including past meeting notes.<br /> <br /> === Presentations ===<br /> <br /> *“The Project One-Pager: A simple tool for collaboratively defining project scope.” Tito Sierra, DLF Forum, 2011. A straightforward way to describe your project and project scope in order to build consensus. http://www.slideshare.net/tsierra/the-projectonepager<br /> <br /> *“Managing Projects: Or I’m In Charge Now What?(aka PM4lib).” Metz, Rosalyn &amp; Becky Yoose, Code4Lib Preconference, 2014. http://wiki.code4lib.org/2014_preconference_proposals#Managing_Projects:_Or_I.27m_in_charge.2C_now_what.3F_.28aka_PM4Lib.29<br /> <br /> === Project Portfolio Management ===<br /> <br /> *Lim, Lawrence, and Aileen Koh. “IT Portfolio Management in Higher Education.” Adelaide, 2009. http://epublications.bond.edu.au/library_pubs/22<br /> <br /> *Vinopal, Jennifer. “Project Portfolio Management for Academic Libraries: A Gentle Introduction.” College &amp; Research Libraries 73, no. 4 (July 2012): 379–389. http://crl.acrl.org/content/73/4/379.full.pdf+html?sid=cde93e18-861b-4311-8cde-7ce4fc04131e<br /> <br /> === Workshop Slides and Syllabi ===<br /> <br /> *THATCamp Philly | Workshop 2 | Herding Cats: Project Management for Collaborative Work 2:00PM-3:45PM, Friday September 23, 2011 Instructor: Delphine Khanna, Temple University Description: How can you make sure that the project gets done when you’re not the “boss” and you don’t even work for the same institution? This workshop will give participants project management skills to help make sure that all stakeholders are heard, happy, involved and invested. Session slides: http://philly2011.thatcamp.org/files/2012/06/khanna_pm.pptx<br /> <br /> *Project Management in a Box - A presentation Joan Starr did for in service training at UC Berkeley Library in 2011 http://www.slideshare.net/joanstarr/project-management-in-a-box<br /> <br /> *Project management Slides from Dorothea Salo’s LIS classes http://www.slideshare.net/cavlec/project-management-16606291<br /> <br /> *Introduction to Project Management for Libraries - Slides from Jennifer Vinopal’s presentation for the Project Management workshop at Electronic Resources &amp; Libraries, 2013 http://hdl.handle.net/2451/31750<br /> <br /> *Calhoun, Karen S., and Jessica G. Benner. 2014. “Project Management in Libraries: LIS2971 Summer Course.” Abstract: Includes syllabus and 4 class presentations for a short 1-credit course to introduce LIS students or practitioners to the discipline of project management in a hands-on way, so that they can begin applying project management methods immediately. http://d-scholarship.pitt.edu/22620/.<br /> <br /> === Readings and Links ===<br /> <br /> *Carpenter, Julie. Project management in libraries, archives and museums: working with government and other external partners. Oxford: Chandos Publishing, 2010. Print ISBN: 978-1843345664<br /> <br /> *Csaba, Patkos. “SCRUM: The story of an agile team.” http://net.tutsplus.com/articles/editorials/scrum-the-story-of-an-agile-team/<br /> <br /> *Horwath, Jenn Anne. “How do we manage? Project Management in Libraries: An Investigation” Partnership: the Canadian Journal of Library and Information Practice and Research 7, no. 1 (2012). https://journal.lib.uoguelph.ca/index.php/perj/article/view/1802<br /> <br /> *Leon, Sharon M. “Project management for humanists.” #alt‐academy http://mediacommons.futureofthebook.org/alt-ac/pieces/project-management-humanists<br /> <br /> *Walker, Cecily. “How I Work: Getting Started with Managing Small Projects” http://cecily.info/2015/11/12/getting-started-managing-small-projects<br /> <br /> *Wamsley, Lori H. “Controlling project chaos: project management for library staff.” PNLA Quarterly 73:2 (2009): 5-6, 27. http://www.pnla.org/assets/documents/Quarterly/pnla_winter09.pdf<br /> <br /> == Contributors == <br /> *Andy Ashton, Brown University <br /> *Carolyn Caizzi, Northwestern University <br /> *Kathleen Cameron <br /> *Jason Casden, North Carolina State University <br /> *Tim Clarke, Muhlenberg College <br /> *Tom Cramer, Stanford University <br /> *Cristela Garcia-Spitz, UC San Diego Library<br /> *Joshua Honn, Northwestern University <br /> *Katherine Kott, Independent Consultant <br /> *Christine Malinowski, Massachusetts Institute of Technology<br /> *Rafia Mirza, UT Arlington, TX <br /> *Lisa McAulay, UCLA <br /> *Sandra McIntyre, Mountain West Digital Library <br /> *Alan Pike, Emory Center for Digital Scholarship <br /> *Sarah Stanley, Florida State University <br /> *Joan Starr, California Digital Library <br /> *Micah Vandegrift, Florida State University Libraries <br /> *Jennifer Vinopal, New York University <br /> *Cliff Wulfman, Princeton University <br /> *Cynthia York, Johns Hopkins University</div>

Nowviskie https://wiki.diglib.org/index.php?title=DLF_Project_Managers_Toolkit&diff=8561 2017-05-18T18:09:43Z

<p>Nowviskie: </p> <hr /> <div>This toolkit is a collaborative project, based off contributions by members of the [https://www.diglib.org/groups/pmg/ Digital Library Federation Project Managers Group (DLF PMG)]. First initiated by Jennifer Vinopal at New York University in February 2013, the toolkit has grown and evolved over the years as a living document to share experiences and link out to resources.<br /> <br /> *'''What?''' A crowdsourced collection of information, tips, techniques, and tools for project managers working in digital libraries. Please contribute and share your knowledge.<br /> <br /> *'''Why?''' Whether we realize it or not, librarians and library staff are managing projects all the time. These may be informal or formal projects, or we might not think of them as projects at all. Just the same, we could all stand to take a more organized and structured approach to planning and accomplishing our project work. Much of the project management literature and training frequently emphasizes a corporate perspective, which may not always be applicable to a library setting.<br /> <br /> *'''Who?''' Anyone who wants to contribute. Feel free to post anonymously if you prefer, or sign the contributors list at the end of the document.<br /> <br /> *'''How?''' Be generous with your knowledge and be respectful of what others have written. Share your experience and help others to learn from both your successes and failures.<br /> <br /> To contribute, simply login or select ‘create an account’ at the top right corner, if you are a first time contributor. Then select Edit.<br /> <br /> '''Interested in related resources?''' Check out DLF's [[About DLF and the Organizers' Toolkit | Organizers' Toolkit]]! <br /> <br /> <br /> == Project Management Software == <br /> <br /> This section contains a list of tools for project management, with pros and cons for each.<br /> <br /> === Asana ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Asana allows team members to collaborate on projects and track the progress of tasks. It works both for software development projects and other more generic projects.<br /> <br /> '''Benefits'''<br /> <br /> *Free (up to 15 members)<br /> *Great for task-based work<br /> *Works on mobile<br /> <br /> '''Drawbacks'''<br /> <br /> *If your team has over 15 members, you need to pay<br /> *Doesn't do as well with project dicsussion<br /> *Does not allow for private teams in free version<br /> *No bug/issue tracking<br /> <br /> === Basecamp ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Basecamp allows collaborators to post messages, organize to-do lists and documents, and create group schedules.<br /> <br /> '''Benefits'''<br /> <br /> *intuitive design<br /> *easy-to-use features<br /> *email integration<br /> *some calendar integration<br /> <br /> '''Drawbacks'''<br /> <br /> *first project is free, but you need to pay after that point<br /> *scheduling support is limited<br /> <br /> Related App: goplan<br /> <br /> === Trello===<br /> <br /> '''Uses and Overview'''<br /> <br /> Trello is an application for tracking tasks. It allows you to move individual cards (representing tasks) as they enter different phases. Trello allows you to assign tasks to different collaborators, create due dates, and provide contextual information for the tasks to be completed.<br /> <br /> '''Benefits'''<br /> <br /> *very similar to analog/paper SCRUM boards<br /> *feature-specific prioritization<br /> *bug tracking<br /> *useful for tracking action/discussion items from meetings<br /> *able to link or attach supporting documents to cards<br /> <br /> '''Drawbacks'''<br /> <br /> *showing hierarchy of tasks not really possible<br /> *not able to easily produce a to-do list (i.e. from the user's end, a list of tasks that the user is assigned to)<br /> <br /> === Google Apps ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Google Apps (specifically, Google Drive) is a suit of tools for creating documents collaboratively and sharing information. Google Apps include a text, spreadsheet, and slide editor, as well as applications for drawing, organizing calendars, and sharing (but not editing) other types of files.<br /> <br /> '''Benefits'''<br /> <br /> *easy to share documents with large teams for collaboration<br /> *easily searchable and organizable<br /> <br /> '''Drawbacks'''<br /> <br /> *you may need to use another tool to track/organize relevant documents, especially if there are a lot of them<br /> <br /> === Pivotal Tracker ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Pivotal Tracker allows users to organize tasks by project and stories while integrating release dates and prioritization into the workflow.<br /> <br /> '''Benefits'''<br /> <br /> *helps organize agile project teams that cannot meet in person<br /> <br /> '''Drawbacks'''<br /> <br /> *only free for thirty days (paid plans)<br /> <br /> === Jira Greenhopper (Agile PM) ===<br /> <br /> '''Uses and Overview'''<br /> <br /> JIRA Greenhopper allows teams to &quot;create and estimate stories, build a sprint backlog, visualize activity, measure team velocity, and report on progress.&quot;<br /> <br /> '''Benefits'''<br /> <br /> *works well for teams who use Scrum project management methods<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service ($10 for teams of up to 10; $75 and more for 15 teams and up)<br /> <br /> === Redmine ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Redmine allows you to track issues, latest project news, and organize projects by members and contributors. You can associate files with given projects, create Gantt charts and calendars, and create wikis to document projects. Redmine has a demo site that allows you to see how it looks in action.<br /> <br /> '''Benefits'''<br /> <br /> *open source<br /> *plug-ins allow for extensibility<br /> *ability to manage multiple simultaneous projects<br /> <br /> '''Drawbacks'''<br /> <br /> *doesn't work well with projects that aren't typical software development projects<br /> <br /> === Smartsheet ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Smartsheet allows team to collaborate and communicate with a spreadsheet-style interface. It allows for file sharing, alerts and reminders, the creation of Gantt charts, and other features that will help to organize your projects.<br /> <br /> '''Benefits'''<br /> <br /> *relatively simple (based on spreadsheets)<br /> *customizable and flexible<br /> *links to other tools and services (like Google Docs)<br /> <br /> '''Drawbacks'''<br /> <br /> *paid service<br /> <br /> === Slack ===<br /> <br /> '''Uses and Overview'''<br /> <br /> Slack is a communication app for teams. It integrates with several of the project management tools on this list, and allows team members to communicate more easily and informally than through email.<br /> <br /> '''Benefits'''<br /> <br /> *allows for easy communication between entire organizations, small groups within the organization, and individual members<br /> *integrates with many other applications (e.g. Google Docs, Trello, GitHub, etc.)<br /> *allows members to easily set up reminders, take notes-to-self<br /> <br /> '''Drawbacks'''<br /> <br /> *free version only has a 10,000 message capacity (older messages get deleted)<br /> <br /> === Other general software-independent recommendations for project management === <br /> <br /> *Wikis for project documents and documentation<br /> *Google Docs or other collaborative editor for the creation of project charter, meeting notes, etc. with separate document (or folder) for meeting notes<br /> *Ticket-trackers<br /> *Planning Poker<br /> *After-Action Reviews<br /> *Scheduling using Doodle or Google Sheets is useful for tracking team members' schedules<br /> <br /> == Project Charters == <br /> <br /> The goal of a project charter is to document agreement between all parties (sponsor, stakeholder, staff) about the goals, scope, and deliverables of the project. Ideally, the document defines time, scope and cost.<br /> <br /> It is useful to use this time to answer questions about cost/benefit and the extent to which people can actually reasonably contribute to the project. The Project Management Group recommends discussing the following questions at this stage:<br /> <br /> '''Why?'''<br /> What are the objectives of the project?<br /> What are the expected benefits of the project?<br /> '''Scope?'''<br /> What is the scope of the project? (specifically, what's not in scope...)<br /> How will we know the the project is done?<br /> '''Who are the stakeholders?'''<br /> Who is the end user audience?Who?<br /> Who is going to work on the project?<br /> Who is managing the project?<br /> Who is/are the sponsors of the project?<br /> '''How much time can participants reasonably spend on the project'''<br /> <br /> <br /> After the answers to these questions have been decided upon, the Project Charter itself should be drafted. The following is the basic format of a Project Charter:<br /> <br /> Project name<br /> Description (high-level statement of your project goal)<br /> Success criteria (how will we know when the project is done?) – SMART goals<br /> Requirements (deliverables, optionals, &amp; out of scope)<br /> Project team (including roles)<br /> Milestones/Schedule (high-level + proposed dates)<br /> <br /> Drafting the charter is an iterative process:<br /> <br /> Write a draft<br /> Share it with project team<br /> Share it with stakeholders<br /> Rewrite<br /> Repeat until consensus<br /> <br /> The [https://project-charter-template.casual.pm/ Project Charter Toolkit] can be a useful resource whether you are looking to understand what a project charter is or you’re just looking for some fresh ideas on laying out/structuring your particular charter. They have free templates to download, samples, etc.<br /> <br /> == Workflows == <br /> <br /> Included are [[Examples of workflows]] contributed by different institutions. <br /> <br /> == Resources == <br /> <br /> Visit the [https://www.diglib.org/groups/pmg/ DLF Project Managers Group] website for more information, including past meeting notes.<br /> <br /> === Presentations ===<br /> <br /> *“The Project One-Pager: A simple tool for collaboratively defining project scope.” Tito Sierra, DLF Forum, 2011. A straightforward way to describe your project and project scope in order to build consensus. http://www.slideshare.net/tsierra/the-projectonepager<br /> <br /> *“Managing Projects: Or I’m In Charge Now What?(aka PM4lib).” Metz, Rosalyn &amp; Becky Yoose, Code4Lib Preconference, 2014. http://wiki.code4lib.org/2014_preconference_proposals#Managing_Projects:_Or_I.27m_in_charge.2C_now_what.3F_.28aka_PM4Lib.29<br /> <br /> === Project Portfolio Management ===<br /> <br /> *Lim, Lawrence, and Aileen Koh. “IT Portfolio Management in Higher Education.” Adelaide, 2009. http://epublications.bond.edu.au/library_pubs/22<br /> <br /> *Vinopal, Jennifer. “Project Portfolio Management for Academic Libraries: A Gentle Introduction.” College &amp; Research Libraries 73, no. 4 (July 2012): 379–389. http://crl.acrl.org/content/73/4/379.full.pdf+html?sid=cde93e18-861b-4311-8cde-7ce4fc04131e<br /> <br /> === Workshop Slides and Syllabi ===<br /> <br /> *THATCamp Philly | Workshop 2 | Herding Cats: Project Management for Collaborative Work 2:00PM-3:45PM, Friday September 23, 2011 Instructor: Delphine Khanna, Temple University Description: How can you make sure that the project gets done when you’re not the “boss” and you don’t even work for the same institution? This workshop will give participants project management skills to help make sure that all stakeholders are heard, happy, involved and invested. Session slides: http://philly2011.thatcamp.org/files/2012/06/khanna_pm.pptx<br /> <br /> *Project Management in a Box - A presentation Joan Starr did for in service training at UC Berkeley Library in 2011 http://www.slideshare.net/joanstarr/project-management-in-a-box<br /> <br /> *Project management Slides from Dorothea Salo’s LIS classes http://www.slideshare.net/cavlec/project-management-16606291<br /> <br /> *Introduction to Project Management for Libraries - Slides from Jennifer Vinopal’s presentation for the Project Management workshop at Electronic Resources &amp; Libraries, 2013 http://hdl.handle.net/2451/31750<br /> <br /> *Calhoun, Karen S., and Jessica G. Benner. 2014. “Project Management in Libraries: LIS2971 Summer Course.” Abstract: Includes syllabus and 4 class presentations for a short 1-credit course to introduce LIS students or practitioners to the discipline of project management in a hands-on way, so that they can begin applying project management methods immediately. http://d-scholarship.pitt.edu/22620/.<br /> <br /> === Readings and Links ===<br /> <br /> *Carpenter, Julie. Project management in libraries, archives and museums: working with government and other external partners. Oxford: Chandos Publishing, 2010. Print ISBN: 978-1843345664<br /> <br /> *Csaba, Patkos. “SCRUM: The story of an agile team.” http://net.tutsplus.com/articles/editorials/scrum-the-story-of-an-agile-team/<br /> <br /> *Horwath, Jenn Anne. “How do we manage? Project Management in Libraries: An Investigation” Partnership: the Canadian Journal of Library and Information Practice and Research 7, no. 1 (2012). https://journal.lib.uoguelph.ca/index.php/perj/article/view/1802<br /> <br /> *Leon, Sharon M. “Project management for humanists.” #alt‐academy http://mediacommons.futureofthebook.org/alt-ac/pieces/project-management-humanists<br /> <br /> *Walker, Cecily. “How I Work: Getting Started with Managing Small Projects” http://cecily.info/2015/11/12/getting-started-managing-small-projects<br /> <br /> *Wamsley, Lori H. “Controlling project chaos: project management for library staff.” PNLA Quarterly 73:2 (2009): 5-6, 27. http://www.pnla.org/assets/documents/Quarterly/pnla_winter09.pdf<br /> <br /> == Contributors == <br /> *Andy Ashton, Brown University <br /> *Carolyn Caizzi, Northwestern University <br /> *Kathleen Cameron <br /> *Jason Casden, North Carolina State University <br /> *Tim Clarke, Muhlenberg College <br /> *Tom Cramer, Stanford University <br /> *Cristela Garcia-Spitz, UC San Diego Library<br /> *Joshua Honn, Northwestern University <br /> *Katherine Kott, Independent Consultant <br /> *Christine Malinowski, Massachusetts Institute of Technology<br /> *Rafia Mirza, UT Arlington, TX <br /> *Lisa McAulay, UCLA <br /> *Sandra McIntyre, Mountain West Digital Library <br /> *Alan Pike, Emory Center for Digital Scholarship <br /> *Sarah Stanley, Florida State University <br /> *Joan Starr, California Digital Library <br /> *Micah Vandegrift, Florida State University Libraries <br /> *Jennifer Vinopal, New York University <br /> *Cliff Wulfman, Princeton University <br /> *Cynthia York, Johns Hopkins University</div>

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