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Slack Channel: folio-onboarding

Agenda April

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25, 2023

Convener: KirstinAlexis

Notetaker: AlexisSharon

Housekeeping

Agenda items

1. Continue working on next steps for adjusting the presentation to address the feedback

Minutes

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1. Invite someone from new website team to ask about being included there – Rachel Fadlon? Ask how to plan to integrate new members and how can we be part of that.
2. Thursday is SIG convener meeting, PC meeting too – squeeze in question about asking folks to join? Results of pilot, needs a lot of work, make onboarding interactive, need more members. Have a framework and need help to implement it.
3. Structure our work a bit. Videos later? Wiki guide can be done now.
4. Create list of contacts for new members.
5. Onboarding concept
6. Could have video team at WolfCon to interview for videos. Sharon will look into this idea and see if we could recruit. Create a subgroup = video team

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1. Explain software at a general informational level

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1. Kat will develop the About us on the Onboarding Wiki page
2. Kat will add a Resources DRAFT wiki page
3. Alexis went through the presentation:  Divide up the slides that should move to the wiki page and who is responsible for that work;  Software section Petra and Sharon; Introduction: Martina; SIG pages and link any SIG onboarding information to main Onboarding wiki page: Alexis; Place holder for videos: Alexis–other wiki needs budget and implementations at institutions
4. Sharon will start editing  the presentation.

Parking Lot:

• Reach out to National Library of Australia to join the community/presentation
• Need to add the scope for the Onboarding group to the wiki page
• Future topic:  just got this message from Maccabee: Hi Kristin.  Are you on that group working on an "orientation" experience for new FOLIO members?  Someone reached out to me today, a new EBSCO-hosted customer, very friendly and very much a newbie, with asking many of the usual questions about what version am I using, what is "snapshot" and how do I login, how do I see when specific features made it into a release (i.e. I introduced him to Jira), etc.  I feel like we need a FAQ as part of the orientation .  Of course there probably is a FAQ and he probably hasn't done the orientation yet.  But I'm so glad the community is putting that together, it is really needed!

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