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Scope & Objectives

In the light of the re-branding to Samvera in 2017 and also in the context of Samvera governance development a Samvera Marketing Working Group is proposed to focus on how Samvera as we would like it to be is communicated and marketed to the different audiences we work with and who we would like to reach.  Samvera has a new logo, a new website, a well-populated wiki, and established github site providing information and code.  The aim of this Working Group will be to build on these foundations to:

  • Identify the key marketing messages Samvera needs to put out to different audiences
  • Identify the channels that can be used to communicate about Samvera, e.g., discussion lists, commercial partners, professional bodies, etc.
  • Create a suite of suitable marketing materials for use at conferences ("stuff") and within institutions.  This might includes core slides that can be used in presentations, flyers, banners, etc.
  • Develop guidelines for ongoing development of Samvera's web presence and ensure consistency of presentation
  • Understand the sectors that Samvera might look to engage with to help differentiate the marketing required for these, e.g., libraries, museums, media organisations, university presses, grant funders, etc.

There may also be a link into the future fundraising that Samvera will be undertaking and the marketing messages that need to be associated with this (to be determined, dependent on timetable and focus of attention for this process).

Meeting Times & Communication Channels

Meetings will be held fortnightly via conference call/video chat.  Meeting agendas and notes will be shared with the community via chat (Slack) and Samvera Lists (Google Groups).  Members of the group may wish to meet more often to address specific tasks.

Next Meeting:


Agenda: See below

Meeting Agendas & Minutes: See links further down this page

Meeting Frequency: Fortnightly

Meeting Time: 11:30 am EDTURL:

Call-in: +1.888.240.2560 (US Toll Free) | Meeting ID: 640 421 512 |

Global Numbers:

Slack: #marketing_wgEmail: samvera-community | samvera-techsamvera-partners


The members listed below are those who expressed an initial interest in this Working Group at the Partners Meeting At Northwestern University in November 2017.  Please add your name to this list if you are interested in participating in this discussion.  Those with experience of marketing, communications and related promotion of repository and/or other related technical services are especially welcome.

Chris Awre, facilitator (University of Hull)

Karen Cariani (WGBH)

Ryan Steans (Northwestern University - to 13/8/2019)

Richard Green (University of Hull)

Alicia Morris (Tufts University)

Charlotte Nunes (Lafayette College)

Steph Taylor (CoSector - to early April 2019)

Nabeela Jaffer (Michigan) - link with Repository Managers IG

Marketing Materials

The following are downloadable and can be used/printed as required for distribution.  They are distributed under a CC-BY 4.0 licence.

Presentation templates

Leaflet - version 3 (June 2019)

Leaflet - version 2 (April 2019)

Leaflet - version 1 (October 2018)

Deliverables & Timeframe

To develop a set of marketing materials and information to use at Samvera Connect 2018 and for others to use at conferences and within institutions from the 2018-19 academic session onward.

Brainstormed list of marketing ideas

Draft content for questions we are asked

Draft content for one-sheet

Draft content for tri-fold

Draft content for Samvera website FAQs

Draft Audiences for Marketing of Samvera document

Vendors for Marketing Handouts

Sample costs of marketing items

Partner input from Connect

Meeting Times & Communication Channels

To be decided once the Working Group is confirmed.  It is anticipated that the pattern of arranging a regular call in a slot that suits the members will be followed.

Subsequent meetings to be held on:


Monday June 4th, 11:30 EDT

Wednesday June 20th, 11:30 EDT - Agenda

Wednesday June 27th, 11:30 EDT - Agenda

Wednesday July 18th, 11:30 EDT - Agenda

Wednesday August 1st, 11:30 EDT - Agenda

Wednesday August 15th, 11:30 EDT - Agenda

Wednesday August 29th, 11:30 EDT - Agenda

Wednesday September 12th, 11:30 EDT - Agenda

Wednesday September 26th, 11:30 EDT - Agenda

Wednesday October 10th, 11:30 EDT - Samvera Connect


Wednesday December 12th, 11:30 EDT - Agenda


Wednesday January 16th, 11:30 EDT - Cancelled, deferred to Jan 30th

Wednesday January 30th, 11:30 EDT - Agenda

Wednesday February 13th, 11:30 EDT - Agenda

Wednesday February 27th, 11:30 EDT - Agenda

Wednesday March 13th, 11:30 EDT - Agenda

Wednesday March 27th, 11:30 EDT - Agenda

Wednesday April 10th, 11:30 EDT - Agenda

Wednesday April 24th - clash with Virtual Connect


Wednesday May 8th, 11:30 EDT - Agenda

Wednesday May 22nd, 11:30 EDT - Agenda - cancelled, agenda pushed to June 5th call

Wednesday June 5th, 11:30 EDT - Agenda

Wednesday June 19th, 11:30 EDT - Agenda

Wednesday July 3rd, 11:30 EDT - Agenda - cancelled due to US holidays

Wednesday July 17th, 11:30 EDT - Agenda - cancelled due to vacation

Wednesday July 31st, 11:30 EDT - Agenda - cancelled due to vacation

Wednesday August 14th, 11:30 EDT - Agenda - cancelled and agenda pushed to 8/28

Wednesday August 28th, 11:30 EDT - Agenda

Wednesday September 11th, 11:30 EDT - Agenda

Wednesday September 25th, 11:30 EDT - Agenda - cancelled

Wednesday October 9th, 11:30 EDT - Agenda

Wednesday October 23rd, 11:30 EDT - Samvera Connect

To join the Meeting:

To join via Room System:

Video Conferencing System: -or-

Meeting ID : 640421512

To join via phone :

1)  Dial:

                +1.408.740.7256 (US (San Jose))

                +1.888.240.2560 (US Toll Free)

                +1.408.317.9253 (US (Primary, San Jose))

                (see all numbers -

2)  Enter Conference ID : 640421512

Resources - a link to a general summary of marketing in an open source context.  Please add other resources that cover options we could consider.

Meeting Notes

18-05-22 - Notes from initial meeting

18-06-04 - Meeting not held

18-06-20 - Notes

18-06-27 - Notes and actions for next meeting

18-07-18 - See agenda for notes

18-08-01 - See agenda for notes

18-08-15 - See agenda for notes

18-08-29 - See agenda for notes

18-09-12 - See agenda for notes

18-09-26 - See agenda for notes


18-12-12 - See agenda for notes (and all subsequent meetings)

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