A Tale of Two Libraries: Kanban, Workflows, and You Jaclyn McLean Robin Canham Digital Resources Librarian Saskatchewan Polytechnic Regina, SK Electronic Resources Librarian University of Saskatchewan Saskatoon, SK jaclyn.mclean@usask.ca canhamr@saskpolytech.ca

large research university: one of Canada’s top medical/ doctoral universities member of U15 broad combination of human, animal, and plant studies student FTE 18,920 e-resources budget approx. $12 million CDN staff devoted to e-resources: 5 FTE diverse programs: everything from red seal trades to nurse practitioner programs four campus locations in the province (Regina, Saskatoon, Moose Jaw, & Prince Albert) student FTE 9,606 e-resources budget approx. $300,000 CDN staff devoted to e-resources: 2.4 FTE

How the Story Begins… looking for tool to keep track of details & responses (among several people) tracking e-resource lifecycle & project management using a solo tool to track projects, tasks, & research activity email inboxes unorganized / tracking projects over multiple campus locations

The Supporting Characters Kanban Board: A tool to visualize, organize, and complete work (Benson, 2009). #1: show work in progress #3: show how efficiently we work 3 fundamental principles of Kanban (Lai-Chong Law & Lárusdóttir, 2015): limit work in progress (WIP) visualize the workflow measure the lead time #2: show work that hasn’t been done

Kanban Benefits clarity of workflow and workload time management communications management simple, clean, visual approach using distinct columns

Kanban Board TO DO DOING DONE

lean visual display (desktop or app) easy to learn & use, flexible easy to use online help free, premium, & enterprise plans structured well for team or individual work great tracking, reminder, notifications capability

Trello as Communication Tool: To-Do/Assignment Cards

Trello Card Examples

clean, intuitive, & simple display (desktop or app) wide variety of customizations in terms of board tags, labels, & colors add recurring tasks, subtasks includes Pomodoro timer excellent reporting feature (included with the premium plan) free & premium plans

Kanban Flow as Communication Tool: To-Do/Assignment Cards

Kanban Flow as Issue Tracker: Troubleshooting

Sample Report

Our question for you! Let’s share strategies! What are you currently using to manage e-resource workflows? http://tiny.cc/2libraries full disclosure: the responses gathered may be used in future work/presentations

Thank you! image: Rebecca McCorkindale https://resistsubmission.tumblr.com

Benson, J. (2009). What is Kanban. Retrieved from http://www Lai-Chong Law, E. & Lárusdóttir, K.M. (2015). Whose experience do we care about? Analysis of the fitness of Scrum and Kanban to user experience. International Journal of Human-Computer Interaction, 31(9). http://doi.org/10.1080/10447318.2015.1065693 Minchew, T. (2015). Who’s on first? License team workflow tracking with Trello. Serials Review, 41(3), 165–172. http://doi.org/10.1080/00987913.2015.1065946 Minchew, T. & Slutskaya, S. (2016). The path of least resistance: Using available tools to support the e-resources lifecycle. The Serials Librarian, 70(1-4). http://doi.org/10.1080/0361526X.2016.1156968 Ostergaard, K. (2016). Applying Kanban principles to electronic resource acquisitions with Trello. Journal of Electronic Resources Librarianship, 28(1), 48-52. doi: 10.1080/ 1941126X.2016.1130464 References