• Collaboration and Team Building in Practice

    Guest blog post by beta tester Jennifer A. Ferretti.

    I started as a manager of a ready-made unit. Here are a couple things I thought about early on.

    I hear from a lot of folks throughout my different channels about imposter syndrome and lack of training for new managers. This isn’t surprising as most library and information science programs don’t offer managerial courses. Reviewing leadership styles, budgets, and managing personnel is rarely discussed, but incredibly helpful for not only those who are interested in becoming managers, but those who aren’t. Management at any experience level can be trying, but there are things you can do to feel more confident, or at least, understand you’re not alone!

    Here are some of the things I thought about and established with my team early on.

    Determine How Will We Work

    During my first meeting with my small, ready-made team we discussed digitization projects they’ve done in the past and what we might think about for the future. One team member had a really important question: “But why are we digitizing this?” I was blown away by this question. She wanted to know why we were doing something because in the past she felt like projects were taken on with no clear roadmap for how they’re shared, what they contribute, etc. There was no pre- or post-work being done, therefore leaving it feeling like digitization for digitization sake. It was a question I will forever be grateful for and refer back to it a lot. What I heard was “I want to be part of a team that has a defined purpose or purposes.”

    For large-scale digitization projects, I developed a Project Charter based on UCLA Library’s. This is part of the pre-work. Eventually we also developed a request for digitization of collections form so that staff could suggest collections be digitized.

    We’re a Google Campus, so after I arrived I created a shared folder system for the library. Project charters, team meeting notes, annual goal review, and more are organized in our Google Drive and accessible to the team at all times.

    Establish a Communication Strategy

    The average undergraduate student I see everyday doesn’t do email. Or, doesn’t use or check it often. I can’t blame them – my personal email inbox is pretty shameful. But not everything that comes in as an email has to be an email. I doubt I’ll be able to ever stop using email, but my use of it at work has definitely decreased with additional tools like Slack and Basecamp.

    So what’s your preferred method of communication? This is an important question to map out with a team. Working through available tools and methods (Slack, email, in-person pop-ins, phone, etc.) and discussing situations in which you would use each is a great place to start with your team. Then reviewing your decisions to make sure it’s still working for you is just as important, especially at the early stages. Take into account remote work too, if your workplace offers that.

    Shortly after I started my current job I implemented Slack for my team only. Eventually it was expanded to a library committee I was part of, then eventually I was onboarding all library staff. We’ve outlined when and how we use Slack, email (including tagging subject lines for things such as Response Needed), and project management tools.

    Schedule Team Meetings and Individual Check-Ins

    Monthly team meetings were a no-brainer for me. But I really wasn’t having one-on-one check-ins and during the annual goal review process, one of my team members brought it up. I currently manage three people so one-on-one meetings once a month with each of them is totally doable.

    You can add in engaging activities during team meetings such as resource shares. I had team members choose any resource they thought was interesting (it absolutely didn’t have to be related to our work) and asked them to just show us around. No notes or reports needed. I just wanted to be made aware of a) what’s cool and out there; b) what they think is cool.

    I also established our annual retreat, which takes place every summer. We take the entire work day (lunch is purchased by the library) to discuss what the year was like, we review our three year plan and throw in some more plans, talk about what works for our workflows and what doesn’t, and any big upcoming projects.

    I’ve been in my position now for almost four years and I’m consistently checking in not only with my team to make sure things feel right for us, but also with myself. The latter typically consists of much needed self-reflection. Recognizing what we don’t know and making an effort to learn more is not only crucial as a manager, but also as a colleague.

  • December 2018 Product Update

    Happy holidays peeps :)

    We decided to use the time that you’d be away from your computers to work on our infrastructure. Here are a few highlights.

    User Roles

    Today, Skilltype views everyone the same. Everyone is limited to logging in, creating, editing, and viewing their profiles. We can also manage personal settings. But to prepare for the launch of organizations next month, we needed to create a way for the app to recognize that certain users (e.g. paying customers) have the permission to create and edit an organization on Skilltype (ROLE_ADMIN), whereas normal users will be limited to viewing the organization (ROLE_USER). Here’s a screenshot of our internal tools to manage user roles across the community. To access this dashboard, you have to be ROLE_SKILLTYPE_ADMIN.

    Unique IDs

    The second update you won’t see in your UX first-hand, but will position us to deliver a more responsive service over time is creating unique IDs for our vocabularies. Today, the skills, affiliations, and other tags you add to your profile lack unique IDs. In fact, all of those items are being managed in the front end of our web app. This means when one of our back end developers adds a new university as an affiliation, that addition is not reflected automatically on the front end until our front end dev syncs it.

    This is not scalable.

    With this update, we made two major improvements:

    1. Since we’re launching organizations soon, we took the extra time to work on the admin panel that enables organization admins to manage their organization. We decided to eat our own dog food and create an Org for Skilltype, where we can manage User Roles, but also manage our Vocabularies. Now, Valerie, Harlin, or anyone else on a support shift can add items to any vocabulary directly without having to request a dev to do it.

    2. When we add tags to a vocabulary from the front end now, they are dynamically synced with the back end. And when the Vocabularies API is called in other parts of the app (say, in an upcoming Opportunity page), that page will also be updated in real time.

    Props to Jobin on the back end and Jacob on the front end for putting in work on this over the holidays!

    Improved Tag Editor

    Since opening beta testing last month, there has been a two-way tie for most requested features: 1) being able to select and delete individual tags, and 2) the ability to see the available tags rather than type + auto complete.

     v1 Tag Editor. To delete one tag, you had to delete all of the tags that came after it. #Fail
    v1 Tag Editor. To delete one tag, you had to delete all of the tags that came after it. #Fail
     v2 Tag Editor. With select and delete.
    v2 Tag Editor. With select and delete.
     v3 Tag Editor. Split screen for select/delete and search/browse.
    v3 Tag Editor. Split screen for select/delete and search/browse.

    The final version is really a work of usability and accessibility art, thanks to our maestro Paul. We had about 80 messages in a Slack thread on the pros and cons and considerations of searching for tags, browsing for tags, supporting vocabularies with thousands of tags, and more. We settled on a split view that separates select/delete on the left, and filter/search/browse/select on the right. The mobile version doesn’t have a split view, but takes up a full screen width for each of the two sides you see on desktop.

    The latest version is being rolled out to beta testers in early January. Our QA process has slowed down for the holidays, but we’ll get back up to speed in the new year.

    Until next time!

    Team Skilltype