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Scope

IMPLEMENTATION

Description

Determine whether to open Basecamp to more users during the full implementation phase. If so, determine the conditions for opening Basecamp more broadly.

Decision

At their discretion, chairs and Implementation Coordinators will grant Basecamp accounts on an as-needed basis. They will inform requestors of the SILS Basecamp Best Practices.

Owning group

Op Leads sils-op-leads-l@listserv.ucop.edu

Approver

ICs, PPC

Stakeholders

R = Op Leads
A = ICs, PPC
C = SILS Chairs, Ex Libris, ICs, PPC, Internal Training co-chairs
I = cohort, Ex Libris

Decision-making process

DISCUSS with chairs to understand whether this would be beneficial and desirable. If yes, continue.

CONSULT with stakeholders to understand the tradeoffs and what conditions and best practices should be put in place.

DECIDE who is eligible for a Basecamp account, how they get the account, and what conditions must they meet (e.g., read and agree to best practices.)

Priority

Due date

...

All campuses will participate in the Implementation phase and good communication about the project will be critical. Chairs and ICs reported some frustration from cohort members and local implementation teams who did not have full access to Basecamp and therefore had to go through others to get the information they needed.

Best Practices

SILS Best Practices document on Basecamp is the place of record document and will be kept current. The best practices below were as of September 23, 2020.

  • Before posting your question to Basecamp:

    1. First, pose your question to your SILS group. Your group may know the answer.

    2. Second, search posts in Basecamp to see if your question has already been answered.

    3. Third, search Ex Libris documentation; Google search works well (Ex Libris documentation is indexed by Google.)

    4. If your question is not answered in the first three steps, then proceed to post it to the Basecamp message board.

  • Set up your notifications. You may want to consider a daily digest rather than being notified for each new message. Click on your Basecamp avatar in the upper right corner to access notification options.

  • Do not check off “To Do” tasks as “done”. Only Ex Libris project managers should do this.

  • Archive your messages on the message board when the Message Board when they are answered. You will still be able to find archived messages using search. 

  • Consider the urgency of your question. Are you asking about something coming in two months or do you have an immediate and urgent need for this information? Ex Libris strives to respond to or acknowledge your post within 1-2 business days.

  • Do not use Pings (chat). Read more about  about why they are not allowed. 

  • Read the "message board rules of the road"
 for more information on using message boards.

  • Administrators reserve the right to remove accounts.

...

Action/Point Person

Expected Completion Date

Notes

Status

Determine with stakeholders whether opening Basecamp more broadly would be beneficial and desirable. (PMs)

SILS Chairs meeting 9/9/20. Poll results: 3 “yes”, 3 “no”, 13 “maybe”. Proceed to consult.

Done

Consult with stakeholders to understand the tradeoffs and what conditions and best practices should be put in place. (PMs)

Op Leads meeting 9/10/20 Done!

PM meeting with Marci 9/10/20 Done!

PPC meeting 9/11/20 Done!

IC meeting 9/17/20 Done!

IT meeting (ask via slack)

Done

Create a decision page. (PMs)

Done

Draft Basecamp best practices document. (Op Leads)

Op Leads to start a draft.

Done

Get feedback on the best practices document from chairs and ICs. (PMs)

SILS Chairs, ICs, PPC, IT

Done

Post the final version of Basecamp best practices to Basecamp Docs & Files and add a link to this decision page. (PMs)

Done

Determine when to put this decision into practice, and when & how to communicate out.

  • Start immediately after best practices and consultations are done.

  • Use informal word of mouth rather than sending out a broad message. Accounts are decided on a case-by-case basis by chairs/ICs.

Done

Communicate to chairs (PMs)

or sooner

Done

Communicate to interested parties that accounts will be granted upon request on an as-needed basis. (PMsChairs)

Ad-hoc

TBDOngoing