Managing Research & Curation Tasks

Take the following steps when a new Research & Curation Request has been received in the LRR queue.

1. Add the course code (with version) to the task name, using the applicable format: CJS/200 v3 - Research & Curation Request.
2. Assign yourself to the task.
3. Change the Library Status from Not Started to Initial Review.
4. Set Source of Request to the appropriate choice (such as ID).
5. Verify that the linked CDG reflects the correct course.
6. Ensure the ID has added sufficient details explaining the research & curation need in the description or comments, requesting further detail if necessary.
7. Select the Research Request template from the Library Template field to apply it.
8. Set Research Type to the appropriate choice (refresh of all resources; fill a specific content gap, etc.).
9. Assign yourself to the Initial Consult subtask of the parent Research Request task.
10. Assign a Due Date to the Initial Consult subtask.
    • Depending on the time of request receipt, this is usually set to the same or following day.
11. The purpose of the Initial Consult is to review the submitted research needs along with the CDG and/or other materials relevant to the request.
    • If the ID did not set a Due Date for the request, view the Asana course development page by clicking directly on the Asana course task (usually named in the format BIO/340: Microbiology) located in the Projects section of the parent task.
    • While course development structure differs across courses, vital dates might include CDG review dates (i.e., AD: Review and Approve Design; CCM: Review and Approve Design) and course editing due dates (i.e., CPE: Edit). Where possible, research and curation should be presented to the ID prior to these dates to prevent delays in the course development process.
    • If there are no time-sensitive timeframes on the course development page, set the due date at 1-2 weeks depending on estimated research needs, staff workload, and active requests.
    • All communication with the ID should ideally be located within the comments of the parent task.
12. Assign a Due Date appropriate to the request to the Research & Curation subtask.
13. Paste the CDG link from the parent task into the CDG/Outline URL field of the Research & Curation subtask.
14. Detail the research and curation needs in the description as relevant.
15. Assign a staff member to the Research & Curation subtask.
    • Consider staff schedules and project availability and the estimated duration needed for the research (a few days, a week, etc.).
    • Specify what is needed in the Description box (i.e. articles, videos, or both; approximate number; etc.).
16. Assign a Due Date appropriate to the request to the Content Review subtask.
    • Depending on the expected depth and length of research, this is usually set at 2-3 days.
17. Paste the CDG link from the parent task into the CDG/Outline URL field of the Content Review subtask.
18. Assign a staff member to the Content Review subtask.
19. Assign yourself to the ID Review: Working Doc subtask.
20. Assign a Due Date appropriate to the request to the ID Review: Working Doc subtask.
    • If the research request has a stricter timeframe, you can set this to be a couple of days following the Content Review Due Date. Otherwise, set this to a later date, such as one week later, the date of expected CDG approval, etc.
21. Change the Library Status field from Initial Review to Research/Content Review.
    • This indicates to all teams that the research & curation work is now active.

Notes on timeframe:

The ID Review: Working Doc subtask Due Date will often not align with the parent task Due Date, since a parent task Due Date initially set by the ID provides information on the needed timeframe of the request.

If significant time passes without ID feedback following the initial parent task Due Date, you can enter the original Due Date into the Original Due Date field and reset the parent task Due Date and ID Review: Working Doc subtask Due Date to a later date.