...
Users - RA SIG will write
| Workflow Name | Existing Documentation or link to FOLIO DOCS | Needs a writer | Apps | Could this be a flowchart? |
|---|---|---|---|---|
| Viewing a patron's fee/fine history | ||||
| Waiving a fee/fine - full waive, partial waive | ||||
| Refunding a fee/fine - full waive, partial waive | ||||
| Accepting payment for a fee/fine - full/partial |
| Expand | ||
|---|---|---|
| ||
Inventory (sent list to Jesse Lambertson 3-16-2021)
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...
| Workflow | Existing documentation or DOCS Jira link | Apps Involved | Could this be a flowchart? | ||||||
|---|---|---|---|---|---|---|---|---|---|
Intro to Courses
| Courses | ||||||||
| How to create a course | https://docs.folio.org/docs/access/courses/courses/#creating-a-course | Courses | |||||||
| Create a course with cross-listings | https://docs.folio.org/docs/access/courses/courses/#adding-a-cross-listed-course | ||||||||
| Find a list of items on reserve for a course |
server | System Jira | serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc | key | DOCS-18https://iris.docs.folio.org/docs/access/courses/courses/#searching-for-reserves | |||
| How do temporary locations work on courses items | https://docs.folio.org/docs/access/courses/courses/#adding-a-reserve-item-to-a-course server | System Jira | serverId | 01505d01-b853-3c2e-90f1-ee9b165564fc | key | DOCS-24 | Courses, Inventory | ||
| How do temporary loan types work on courses items | |||||||||
| Integrations with outside systems - LTI | |||||||||
| Integrations with outside systems - ARES | |||||||||
Reserve items - using processing statuses
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Copyright information in Courses
| https://iris.docs.folio.org/docs/settings/settings_courses/settings_courses/#settings--courses--copyright-statuses | ||||||||
| In-app reports: what's available, when you might run them, what's required to do so | There are no in-app reports for Courses and none are planned. |
Requests
| Workflow | Existing documentation or Docs Jira | Apps | Could this be represented in a flowchart? | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| How to request an item (place/process holds, pages, recalls) | https://docs.folio.org/docs/access/requests/requests/#creating-a-request | Requests | |||||||||
How requests work for on-campus versus remote storage |
| Requests, Inventory? | |||||||||
| How to run a page report | https://docs.folio.org/docs/access/requests/requests/#generating-a-page-requests-csv-export https://docs.folio.org/docs/access/requests/requests/#printing-pick-slips | Requests | |||||||||
| How to change a request pickup location (including restrictions based on request status) |
| Requests | No | ||||||||
How to run a daily unfilled requests report | https://docs.folio.org/docs/access/requests/requests/#exporting-your-search-results-to-csv | Requests | |||||||||
| How to cancel a request | https://docs.folio.org/docs/access/requests/requests/#canceling-a-request | Requests | |||||||||
How to reorder a request queue | https://docs.folio.org/docs/access/requests/requests/#reordering-the-request-queue-for-an-item | Requests | |||||||||
| In-App reports - what's available, when you might run them, what's required | https://docs.folio.org/docs/access/requests/requests/#exporting-a-hold-shelf-clearance-report | Requests |
Check-In
| Workflow | Existing documentation or DOCS jira | Apps | Could this be a flowchart? | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
How anonymizing loans works if you do it in check in |
| ||||||||||
How checking in works for items with multiple pieces | https://iris.docs.folio.org/docs/access/check-in/checkin/#pop-ups-that-can-occur-when-checking-in-an-item | ||||||||||
| How to backdate a check-in | https://docs.folio.org/docs/access/check-in/checkin/#checking-in-and-backdating-an-item | ||||||||||
In-App reports - what's available, when you might run them, what's required | There are no in-app reports for the Check-in app and none are planned. |
Check-Out
| Workflow | Existing Documentation or DOCS jira | Apps | Could this be a flowchart? |
|---|---|---|---|
| How to loan to someone who is borrowing as a proxy for another patron | https://docs.folio.org/docs/access/check-out/checkout/#checking-out-to-a-proxy-borrower | Checkout, Users | |
| How checkout works for items with multiple pieces | |||
| How to change a loan due date | https://docs.folio.org/docs/access/check-out/checkout/#changing-the-due-date-of-an-item | ||
| How to override patron blocks | |||
| How to override item blocks | |||
In-App reports - what's available, when you might run them, what's required |
Circulation Log
| Workflow | Existing Documentation or DOCS Jira | Apps | Could this be a flowchart? |
|---|---|---|---|
Why you would use the circulation log vs. other FOLIO features
| https://docs.folio.org/docs/access/circulation-log/circ_log/ Could maybe add these two extra things to the top under overview | ||
How to look up item histories (and what you might find here that isn't in Inventory) | |||
| How to interpret circ log records that have proxy relationships | |||
How anonymized data looks in the circ log | |||
| How to look for notice information | |||
| How to look at fee/fine information |
Cross-App Workflows
| Workflow name | Existing Documentation or DOCS Jira? | Apps | Could this be a flowchart? |
|---|---|---|---|
| Handling items that have been in transit for too long | Inventory, Requests | ||
| Patron claims that they returned an item but it's still on their account (claim returned) | Users, Inventory | ||
On-the-fly / Fast Add record creation, loaning items, considerations for use (Inventory vs. Courses vs. Check Out) | Inventory, Courses, Check Out | ||
Handling fines - declared lost, aged to lost | Users, Export Manager, Inventory | ||
Handling lost and paid items | Users, Inventory | ||
| Managing Patron Blocks - how to set them up on users, how to override | Users, Check Out | ||
| Remote Storage | Settings, Inventory, Check In, Check Out |
...
Guide to Reporting Documentation
| Workflows | Existing documentation or FOLIO DOCS Jiras | Apps | Could this be a flowchart? |
|---|---|---|---|
What exactly is the LDP and why would you want to use one? | |||
What canned SQL queries are available for the LDP and when you might use them? | |||
What data is available in the LDP? | |||
How to create custom tables in your local LDP? | |||
How do you connect to your LDP? | |||
How quickly does data move from your FOLIO environment to the LDP | |||
Suggestions for how to modify the canned SQL queries |