Introducing Enterprise DocuSign

Enterprise DocuSign is an electronic signature solution that allows you to legally sign documents electronically without needing to go through the hassle of printing, signing, and scanning them yourself. The need for this solution arose this spring when so many Emory employees had to work from home.

In rapid response to COVID-19 telework requirements, our team selected DocuSign as a vendor for this effort. We needed it to be available to use by both Emory University and Emory Healthcare, which required a full contactless solution as well as HIPAA compliance.

We created two accounts: one for the overall Emory enterprise and one for CFR 21 Part 11 compliance (which is a federally mandated electronic quality control for FDA-regulated parties).

The tool is flexible, allowing users to send documents to groups of signers, maintaining templates for repeated types of transmissions, as well as offering external and fax options, if that is needed.

Employees should be able to use the tool without needing a lot of training to get a good grasp for it. Currently, DocuSign is already being used for: Research participation forms, group participation agreements, FERPA and HIPAA acknowledgement documents, parent information sheets for autism study, confidentiality agreements and ETD (Emory Thesis and Dissertations) submissions.

Our next steps for this tool will be to automate permissions and groups, integrate the tool with Office 365, OnBase, and OneDrive, and to create a ServiceNow request form.

If you wish to try out DocuSign, go to https://dev-docusign.emory.edu/. There is a small fee of $3.31, so you will need a SpeedType to use it.

There are a pair of Knowledge Articles on DocuSign. Simply go to ServiceNow and search for ”docusign” in Knowledge or click these links:

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Crisis management as an extension of LITS’ major incident process

Emory has a robust and detailed process for dealing with faulty or misbehaving IT services through the creation and management of incidents in ServiceNow. Incidents are classified by the impact to the customer through the priority assigned to the incident. The higher the priority level, the greater the impact. P1 and P2 incidents, also known as Major Incidents, cause significant disruption to the institution and its customers. Crisis Management is an extension of the Major Incident process for those incidents with the greatest impact, affecting services that have been designated as business critical.

The intent of the crisis management process is to provide facilitation for technical teams who are working on resolving a Priority 1 Incident, and to provide a clear communication channel to the community during these situations.

What should you do during a crisis?

Step 1: Visit the ServiceNow System Status page

The ServiceNow portal at https://help.emory.edu is a great location for all information related to the services that LITS provides to Emory. On the main menu bar of the portal is a link for the System Status page. The system status link will take you to a current dashboard of all of our business-critical services, and show you important information about any current outages or degradation of services.

If you suspect there is an impacted service, check the system status page first, and if you don’t see anything relevant to what you are experiencing, please feel free to open a ticket through the portal or by calling the University Service Desk.

Step 2: Subscribe to email alerts – Be proactive, don’t wait, do it today!

If being in the know about the status of services is critical to you and your customers, the most important thing you can do is subscribe to notifications for these services. Email alerts for Business Critical Services are how you can immediately find out when there’s an issue going on, and receive details on what that issue is. You do not have to subscribe alerts for all services, just to the business services you care about. This Knowledge Article provides detailed information on how to manage subscriptions for service notifications.

Step 3: Monitor your notification during a crisis

When the crisis protocol is invoked during a Major Incident, the System Status page is updated every 30 minutes with the newest information and estimated return of service functionality. The same notification is sent via email to anyone subscribed to the associated business service, as described above.

Subscribing to service notifications and monitoring the ServiceNow System Status page are the best ways to be in the loop when bad things happen. Subscribe today, and know what to do before the next crisis hits!

Other ITSMO news

ITSMO is in the midst of a ServiceNow upgrade moving from the New York version to Orlando (isn’t that just typical, New Yorkers going to Florida!), and there are a few important dates that LITS teams should be aware of. There will be a development freeze starting the week of June 24 that will halt new functionality from being introduced until the upgrade is complete. User Acceptance Testing is scheduled to start July 9, and we will be soliciting participation from a number of folks to ensure a smooth transition. The upgrade go-live will take place over the weekend of July 31 into August 1. There will be a small window of disruption in the overnight hours of July 31, for which we will communicate further details as the upgrade approaches.

As part of the Problem process, After Action Reports (AAR) were moved into ServiceNow. At the request of service owners, we are implementing AAR Tasks to provide greater visibility for teams responsible for these reports. This functionality will be introduced in the next few weeks.

If you have any questions, just contact itsmo [at] emory [dot] edu.

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LITS recent headlines and upcoming events

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Recent LITS headlines:

Upcoming LITS events:

(go HERE for more information for each event)

  • June 19Juneteenth: University closes after noon in observance of holiday
  • July 7InfoForum: 2:00 pm – 3:00 pm, Zoom Link
  • July 16IT Briefing: 10:15 am – noon, Zoom Link
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Emory Libraries holds anti-racism forum

The Emory Libraries for Anti-Racism Forum was held on Monday in response to a nation-wide call for change following incidents of police brutality in recent weeks. Organized by the Emory Libraries Diversity, Equity and Inclusion (DEI) Committee, LEAF, and the Librarians Assembly Council, 145 people attended the forum via Zoom and took part in large and small group discussions on race.

“These issues affect everyone,” said co-DEI chair Saira Raza. “As a collective, there are ways the library can contribute, and we want to explore those.”

The forum was opened by Dean and University Librarian Yolanda Cooper, who greeted employees, encouraged them to find their voices, and turned the proceedings over to the team of representatives from the aforementioned committees who ran the forum. No members of Emory Libraries’ leadership attended as it was important to allow employees to speak their minds with their peers.

“We are in a unique position to have a person in Yolanda who prioritizes forums like these,” said Saira. “DEI was a major goal of hers from Day One. It is truly special to have someone brave enough to speak openly about the need for change.”

One of the key features of the forum was the use of Zoom Breakout Rooms, in which smaller groups were able to discuss the issues with the help of room facilitators. Room facilitators for this event were LEAF Chair Ayana Bohannon (events coordinator, CCR), Erica Bruchko (humanities librarian, RESC), Chaun Campos (library specialist, Oxford Library), Maya Cody (manager, CCR), Paige Crowl (teaching and learning librarian, Oxford Library), Melanie Kowalski (scholarly communications librarian, RESC), Chris Pollette (librarian, assessment and user experience, RESC), Sarah Quigley (librarian, Rose Library), Saira Raza (librarian, Goizueta Business Library), and Becky Sherman (librarian, Rose Library).

The purpose of the breakout rooms was to open up the conversation beyond the people who always get to talk about these issues as part of their committee work. The breakout rooms were experimental, and the team is learning how to make them more effective as they go.

Forum organizers intend to hold themselves accountable for moving forward with ideas that arose during the discussions. If you participated, they would love to have your feedback on the forum.

In an email sent out this week, forum organizers (Saira Raza & Becky Sherman (DEI Committee), Melanie Kowalski, Sarah Quigley, Chris Pollette (LAC), Ayana Bohannon & Katie Sparks (LEAF)) pledged to take these upcoming steps:

  • The DEI Committee, LEAF, and LAC will be meeting to compile the recommendations generated by the break-out room discussions and will send a summary to the LIB-ALL listserv.
  • We will work with senior management and relevant departments/units to plan and implement recommendations for immediate and more long-term sustained action
  • We are committed to continuing this conversation by creating more opportunities for staff discussion. Please mark your calendars for one upcoming opportunity–on June 24, the DEI Committee will host the first of a series of “Coffee and Critical Conversations” events for staff. 
    • This discussion series is an invitation to staff across teams, units, and libraries to build community this summer at Emory Libraries. Participate in a guided discussion around a collection of short videos and podcasts curated by the DEI Professional Development sub-committee. BYOC: Bring Your Own Coffee. If you have questions or concerns, please email Melissa Hackman, melissa [dot] joy [dot] hackman [at] emory [dot] edu. Zoom links and sign-ups to come.
  • Have you recently read a book, listened to a podcast, or seen a film that you would like to share with others? Please join us in crowdsourcing a list of recommended resources on eradicating racism. https://docs.google.com/spreadsheets/d/1Og4He6VG7B7irMkio15D5GN9qNNu7pAkwgcyifDqvCA/edit?usp=sharing

If you would like more information on these groups or would like to get involved, please visit their LibNet pages:

  • Diversity, Equity, and Inclusion Page: DEI
  • Library Employee Advocacy Forum: LEAF
  • Librarians Assembly Council: LAC
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ILL and Stacks are still operational during the pandemic

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Jenny Vitti.

As head of the Interlibrary Loan (ILL), Course Reserves, Stacks and Science Commons teams, I am excited about the support these teams have been able to provide to library users during the coronavirus pandemic, despite a myriad of challenges with collection access and almost no onsite staffing.

Under normal circumstances, ILL is responsible for borrowing materials needed by Emory researchers (students, faculty, and staff) for their research or coursework that are not available in Emory Libraries’ physical or electronic collections. On the lending side, ILL also responds to requests from other libraries whose users need access to materials that are held by our library.

Unfortunately, with worldwide closures due to the coronavirus pandemic, providing access to library materials has become much more challenging for libraries at Emory and around the world. Jenny Vitti, Woodruff Library’s ILL Borrowing Coordinator, now reports spending about 75% of her time dealing with COVID-19-related issues that impact Emory researchers’ access, not only to items that we normally could obtain via ILL, but also to physical items held right here, in Emory’s libraries. Jenny and others in Access Services and Collection Management have spent hours in virtual meetings, developing temporary processes to fulfill Emory researchers’ requests for new and existing library materials. Even with well-documented workarounds for dealing with pandemic-related challenges to information access, each request must be handled on a case-by-case basis. The process often requires consultations (yes, plural) with the researcher and/or other library staff before a satisfactory solution is found to meet the specific need.

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Neal D’Cruze.

For Jenny to be able to spend so much time on COVID-related complications with ILL and other forms of mediated request processing, other members of the ILL team, Ray Lewis and Neil D’Cruze, have stepped up to handle more of the borrowing work she would normally be doing. Fortunately, both Ray and Neil are substantially cross-trained and can shift gears very quickly when crises come along. Their increased focus on ILL borrowing has in turn left most of the ILL lending work to Kathy Britt-Rogers, our ILL Lending Coordinator. Thus far, this shift has been manageable because, without access to the libraries’ physical collections, we can only fill lending requests using electronic resources when licenses allow.

On the Stacks front, Michael Robertson, our newest team member, was the first additional library staff member to join Marty Ike and Kim Copenhaver in returning to work onsite at the Woodruff Library. Michael has been able to take on much of the pulling and some scanning being done for Emory researchers. He’s also been able to make a small dent in re-shelving the deluge of library materials that were returned when undergrads cleared out their dorms and grad students & faculty cleared out their library carrels and studies before leaving campus. Michael has been a lifesaver, checking in over 200 shelves-worth (600+ linear feet) of returned items, and, until this past Wednesday, was doing so single-handily. As of today, he has both Melanie Bunn and Patrick Buckley back onsite to help tackle this monumental chore.

Needless to say, we are extremely grateful that both Jenny and Michael had joined our team in 2019, before these trying times began. Their previous Emory library experience and passionate dedication to customer service enabled them to step up and do amazing things.

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Kim Copenhaver.

Before Michael returned to working onsite, Kim Copenhaver was doing all the legwork for the “Library-to-Go” no-contact pickups for library users. In addition to being thankful for Michael’s contributions to that process, Kim is also thrilled with the remote work that ILL and other teams have been doing in response to COVID-19. “They have been an integral part of the mediated request process and have gone the extra mile to support access and ensure the integrity of the research process for Emory community members,” said Kim.

Indeed, these efforts are part of a larger mediated request process that also includes subject librarians and others involved in licensing new e-resources and purchasing new (and duplicate) physical items needed by Emory library users. This cross-divisional group often finds an existing or new electronic resource to provide to the requester. However, if there is no electronic version reasonably available for an item in our physical collection, the user’s request goes to Kim Copenhaver, who queues up the item to be pulled from our stacks and made available for Library-to-Go pickup in the entrance vestibule of the Woodruff Library. Alternatively, if the researcher is no longer in the Atlanta area, we also ship requested items directly to remote users. Jenny, Michael and Kim work with Marty Ike and/or online booksellers to ship items to users, as needed. We have purchased more than 80 items and shipped them directly to library users. When more library staff (and the items) return to the library, these items will need to be identified, marked and added to our collections. Katie Stein has also been doing ALMA work to make sure that order records will exist by the time everyone comes back.

As library users’ needs and expectations for library services understandably increase, and with more library staff returning to work on-site (starting this week), we are exploring more sustainable and scalable processes for meeting researchers’ information needs and tracking any unmarked and/or uncatalogued items that result.

Says Jenny, “I have enjoyed working with the whole [library] team to get resources available to our researchers regardless of what stage they are in the process. It’s been really gratifying. People continue to be surprised that we are willing to ship things to them and they are grateful.”

Feedback from our users has been extremely positive. Said one happy patron, “I appreciate the work you and your colleagues have done to maintain research access during these times.” Added another, “I so appreciate your care and attention. ILL has been a lifeline for me during these strange times.”

Considering the constraints of having extremely limited staff on site and little collection access, I am very proud of the ways in which the ILL and Stacks teams–and the library as a whole–have managed to meet users’ needs in this time of crisis. I am very grateful to be part of a library that is willing and able to do “whatever it takes” to make resources available to our users. Also, during this pandemic, the value of consortia like the OCLC Research Library Partnership SHARES program has become abundantly clear. All of our libraries are dealing with the same challenges and being able to share information and experiences with key resource sharing partners has been tremendous. Again, I am thankful to be a part of this community and, in particular, for the way our whole library has come together to handle the COVID-19 crisis. Thanks to you all!

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JC Frisnel, Network Operations Dayshift Manager, NOC

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“This department is terrific.” – JC Frisnell

Frisnel Jean-Charles (he goes by “JC Frisnell“) is the newest member of the Network Operations Center (NOC). Prior to coming to Emory, JC spent nine years at FibreLight as the network operations manager. Overall, he has spent over 25 years in the communication industry, including work at AT&T, Level 3, Bell Labs, Lucent, Avaya, Nortel, and Orange Business Services.

A native of Haiti, JC earned his bachelor’s degree in electronic engineering from DeVry, a master’s degree in information systems management from the Keller Institute, and his master’s degree of project management from the Stevens Institute.

To blow off steam, JC watches movies, especially sci-fi and action. He used to play professional soccer during his college days (as a midfielder) and still plays whenever he gets a chance.

“This department is terrific,” says JC. “When we went remote, it was amazing how flexible the department was in helping me transition into this position. Even though they are remote, it feels like they are actually with me.”

You can reach him at frisnel [dot] jean-charles [at] emory [dot] edu.

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LEAF Virtual Coffee returns next week

Calling all poets and writers among us!

Join the Library Employee Advocacy Forum (LEAF) for Virtual Coffee: Open Mic edition on Thursday, June 18 at 1:30 pm. There will be an optional breakout room for chatting, questions, etc from 2:30-3 pm.

You will also get a chance to meet your new LEAF representatives and officers.

To attend, go to: https://emory.zoom.us/j/95454251434

To sign up to share your art, contact LEAF Communications Coordinator Ashley Stevens at ashley [dot] d [dot] stevens [at] emory [dot] edu.

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