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Project management, Teams and Gemini: librarians recommend tools and templates for AI-era review workflows
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Summary
Dani Laprise recommended structured project management (Teams or Google Workspace), templates and role clarity to keep evidence-synthesis projects on track; she described Microsoft Copilot and Google Gemini integrations and advised creating shared resources for solo librarians.
Dani (Dani/Danny) Laprise, an evidence review and synthesis librarian with Texas A&M’s Medical Sciences Library, told webinar participants that strong project management is essential for evidence synthesis. She laid out common challenges — unclear responsibilities, duplicated documents, and missed deadlines — and recommended using integrated platforms and templates to centralize communication, version control and task tracking.
Laprise compared Microsoft Teams and Google Workspace: Teams integrates chat, file storage via SharePoint, task planning and Copilot-driven summaries inside one hub, while Google Workspace (with Gemini) offers low-cost, accessible real-time collaboration but requires separate apps for calendar and meeting functions. She said Copilot can draft protocol sections, summarize long email chains and suggest task breakdowns inside Planner, while Gemini supports templates and quick summaries in Drive.
Why it matters: Evidence synthesis projects involve many contributors and phases; Laprise argued that project management reduces duplication and makes collaboration scalable. For solo librarians she recommended building regional or institutional communities for support, documenting policies and using templates to onboard faculty or student teams.
Practical takeaway: Choose the platform that matches institutional licensing and privacy requirements, adopt templates for protocols and deliverables, define roles up front, and use AI features (summaries, version comparison) to reduce repetitive work while retaining human oversight.
The session ended with the presenters offering to share templates and resources via the webinar resource list and NNLM channel.
