ILTA White Papers

The New Librarian

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SharePoint: A Librarian's Most Versatile Tool announcements and client information. We built Teamsites to support the KM department's day-to-day needs. We began setting up Teamsites for other administrative departments, such as marketing and records/conflicts. We also incorporated additional third-party tools to facilitate mini workflows (e.g., integration for laterals). TEAMSITE: WORKFLOW EXAMPLE architecture for customized Web parts. Individual sites were set up for each section of the department: research, acquisitions, competitive intelligence, risk mitigation and knowledge solutions. We also set up sites for cross-team collaboration engagements, such as collection development, training and monitoring, as well as for specific ongoing projects, such as West km and Research Monitor. With these sites, all staff can receive task assignments that are auto-generated from the SharePoint lists. TEAMSITE: AUTO-GENERATED TASK ASSIGNMENT EXAMPLE Soon after, we began receiving requests for legal practice group sites and for various committees. KM Department The KM department also uses SharePoint to streamline our daily work processes. First and foremost, the team needed a centralized place to note and track research projects and task assignments for each staff member. We also needed a complete strategic view across the teams within the department. We decided to create a management-level SharePoint site to house this general view using SharePoint's out-of-the-box list functionality, and we included HR reports, policies and other documentation on the site using SharePoint Designer Staff members can also share documents, resources and lessons learned on this platform. This setup allows for multiple-user access, enhanced efficiency and all-around increased productivity of staff. Where we integrated project lists, we also included fields such as office, department and project type so that better standardized statistics could be compiled for annual and practice-specific reports. Previously, we had relied heavily on Outlook with color-coded email messages and Excel spreadsheets with multiple columns to track the number and type of projects, which resulted in a manual compilation of our department statistics. AALL/ILTA White Paper 19

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