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<p class="MsoNormal"><span style="color:#1F497D">Have you tried Trello? There was a presentation on ASERL about how librarians at NC State and Duke are using it for electronic resources acquisitions. See
<a href="http://www.aserl.org/archive/">http://www.aserl.org/archive/</a>. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Joseph <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="color:#1F497D">Wm. Joseph Thomas<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">252-737-2728<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:thomasw@ecu.edu"><span style="color:#0563C1">thomasw@ecu.edu</span></a>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><img border="0" width="16" height="16" id="Picture_x0020_2" src="cid:image001.gif@01D10A85.BA79FD20" alt="orcid_16x16"></span><span style="font-size:10.0pt;color:#1F497D"><a href="http://orcid.org/0000-0002-3503-6615"><span style="color:#0563C1">http://orcid.org/0000-0002-3503-6615</span></a>
</span><span style="color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> Eril-l [mailto:eril-l-bounces@lists.eril-l.org]
<b>On Behalf Of </b>Lash, Metta<br>
<b>Sent:</b> Monday, October 19, 2015 3:47 PM<br>
<b>To:</b> 'Robert Heaton' <robert.heaton@usu.edu>; eril-l@lists.eril-l.org<br>
<b>Subject:</b> Re: [Eril-l] Project Management platforms<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Thank you for the question Robert.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Our needs are a few steps above a simple spreadsheet but not as in depth as a more robust program like Microsoft project.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">We need to chart and track goals and activities for specific projects<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Generate timelines to keep things on track<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Keep track of personnel assets/staff – so we can see who is available for new projects<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">It would be nice if the staff piece was also visual – as in, here are all the people working on project A.
<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">It would be nice to visually track associated projects, some projects are contingent on other projects or may run concurrent but are connected, like project org chart<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">It would be great if the software did not contribute to our issues of understaffing, requiring too much additional work to maintain<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">We’d like it to have an outward facing component, report generation that was visually appealing that could easily be incorporated into annual reports<o:p></o:p></span></p>
<p class="MsoListParagraph" style="text-indent:-.25in;mso-list:l1 level1 lfo5"><![if !supportLists]><span style="font-family:Symbol;color:#1F497D"><span style="mso-list:Ignore">·<span style="font:7.0pt "Times New Roman"">
</span></span></span><![endif]><span style="color:#1F497D">Ideally it could be learned by staff at all levels in minutes or hours, not requiring extensive training<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">It does not need to track budgets or set permission levels. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I will gladly collect the answers I have gotten and report out. Until tasked with this I had no idea how many new PM platforms there are now.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D">Metta Lash<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D">Reference Librarian/Collection Development<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D">Montgomery College Library, Germantown<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D">HS212C<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D">240-567-7857<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D"><a href="mailto:metta.lash@montgomerycollege.edu">metta.lash@montgomerycollege.edu</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D">Follow MC Libraries on Facebook
</span><a href="http://www.facebook.com/pages/Montgomery-College-Libraries/107197579313568?v=wall&ref=ts" target="_blank"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;text-decoration:none"><img border="0" width="13" height="13" id="_x0000_i1025" src="cid:image002.png@01D10A85.BA79FD20" alt="im_facebook"></span></a><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1F497D"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"> Robert Heaton [<a href="mailto:robert.heaton@usu.edu">mailto:robert.heaton@usu.edu</a>]
<br>
<b>Sent:</b> Monday, October 19, 2015 3:26 PM<br>
<b>To:</b> Lash, Metta; <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> RE: Project Management platforms<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Hi, Metta,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">This sounds like a question that many of us would love to hear others’ answers to. Can you give us some of your functional requirements for the project-management tool? You mentioned ease of use, but what else?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Do you need to control user permissions at various levels? Does it need to include budgeting information? Have mobile apps or be Mac/PC compatible? Allow you to create subtasks that can be assigned to individuals
right in the tool? Show dependencies, timelines, deliverables, etc., at a glance?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Or are your needs really more basic? I look forward to seeing your clarifications and people’s answers.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#1F497D">Robert Heaton<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#1F497D">Electronic Collections Librarian<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#1F497D">Merrill–Cazier Library<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#1F497D">Utah State University<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:#1F497D">(435) 797-8042<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.5pt;color:black"><a href="mailto:robert.heaton@usu.edu">robert.heaton@usu.edu</a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"> Eril-l [<a href="mailto:eril-l-bounces@lists.eril-l.org">mailto:eril-l-bounces@lists.eril-l.org</a>]
<b>On Behalf Of </b>Lash, Metta<br>
<b>Sent:</b> Friday, October 16, 2015 1:52 PM<br>
<b>To:</b> <a href="mailto:eril-l@lists.eril-l.org">eril-l@lists.eril-l.org</a><br>
<b>Subject:</b> [Eril-l] Project Management platforms<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Our institution currently uses Microsoft Project as their PM platform. I’d love to hear experiences from other institutions using other platforms. We’re looking for something a little more user friendly that all staff, with different skill
levels could use.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">Metta Lash<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif">Reference Librarian/Collection Development<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif">Montgomery College Library, Germantown<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif">HS212C<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif">240-567-7857<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif"><a href="mailto:metta.lash@montgomerycollege.edu">metta.lash@montgomerycollege.edu</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
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