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| Workflow name/description | Existing documentation or DOCS Jira | Needs a writer? | Apps | Could this be represented graphically / through flowchart? |
|---|---|---|---|---|
| Tags - how they work, plans for future development, suggestions for scenarios where they would be helpful | Settings, any app that has installed tags (many) | |||
| How to create permission sets | Settings | |||
Calendars - how to set up dates / times, how exceptions work | Google Doc - Settings > Calendar | Settings | ||
| Configuring Settings for Remote Storage | Settings | |||
Things to consider when deciding how to write circulation rules
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What happens w/circulation rules and policies if you change item information after an item is loaned (e.g., change a loan type for an item that is checked out) | https://docs.google.com/document/d/1-X4nnInZ26WlG6O6jiTp2aM5-US0rjM9X7tHTpQrkLQ/edit?usp=sharing | Yes | ||
What happens if/when you delete a circulation rule? | https://docs.google.com/document/d/195f5vHKtbDS2-WqPK0us5li8V7CMsGCRE_T-CZiO2lI/edit?usp=sharing | Yes | ||
What happens if/when you delete a policy - loan, request, notice, lost items, overdue policies? | https://docs.google.com/document/d/195f5vHKtbDS2-WqPK0us5li8V7CMsGCRE_T-CZiO2lI/edit?usp=sharing | Yes | ||
| What areas in Settings should RA SMEs care about? E.g., material types and loan types in inventory, patron groups in Users, fee/fines in Users | https://docs.google.com/document/d/1g1-RcVYu2WFmxCn0AMPxFQdXRJE4H6rEM3y7W1iai-Q/edit?usp=sharing | Yes | Settings | |
| Is there a recommended sequence in configuring circulation in FOLIO? E.g., what goes first? Examples from institutions on how they did their configurations | https://docs.google.com/document/d/1HhKi-r01KYwCNLrPgmCGwVTEbwu7a0J8oqBbACcmOVQ/edit?usp=sharing | Yes | Settings | |
| Configuring settings for Fees and Fines - owners, manual charges, waive reasons, refund reasons, comment required, transfer accounts | Settings - Users - Fee/Fine Comment Required Settings - Users - Fee/fine Manual Charges Settings - Users - Fee/fine owners Settings - Users - Fee/fine Waive Reasons Settings - Users - Payment Methods | Yes | Settings |
Behind The Scenes Stuff To Know / Tips for Implementation
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