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Users - RA SIG will write
Workflow Name | Existing Documentation or link to FOLIO DOCS | Needs a writer | Apps | Could this be a flowchart? |
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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 |
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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? | ||||||
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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? | ||||||||
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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? | ||
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How anonymizing loans works if you do it in check in |
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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? |
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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? |
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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? |
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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 |
...
Workflow name/description | Existing documentation or DOCS Jira | Needs a writer? | Apps | Could this be represented graphically / through flowchart? |
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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 - Users - Permissions SetsDone - on docs.folio.org site | 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 Settings - Users - Refund reasons Settings - Users - Transfer Accounts | Yes | Settings |
Behind The Scenes Stuff To Know / Tips for Implementation
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Workflow name/description | Existing documentation or DOCS jira | Needs a writer? | Apps | Could this be represented graphically / through a flowchart? |
---|---|---|---|---|
Information about Inventory Structure - e.g., a diagram of instance / holdings / item relationships, Marc SRS vs. Inventory-born records - to help with learning more about the app | Inventory | Inventory | ||
How User Permissions Work | Introduction to FOLIO Permissions | All | No | |
FOLIO's fee/fine model - actual cost vs. set cost - how does each approach work? What are the differences between them, and consideration for implementers? | https://docs.google.com/document/d/1kTOXXl23Tn6KiBIlAL0jJ9o2NPoVkUkbGrVMYH6YEgU/edit?usp=sharing | Y | Users, Settings | |
How do overdue fines accrue? | https://docs.google.com/document/d/1kTOXXl23Tn6KiBIlAL0jJ9o2NPoVkUkbGrVMYH6YEgU/edit?usp=sharingfolio.org/docs/access/additional-topics/feesfines/feesfines/#how-are-overdue-and-overdue-recall-feefines-calculated | Y | ||
How do lost item charges accrue? | https://docs.google.com/document/d/1kTOXXl23Tn6KiBIlAL0jJ9o2NPoVkUkbGrVMYH6YEgU/edit?usp=sharing | Y | ||
How does anonymization work?
| https://docs.google.com/document/d/1CFKM5nTkoaB1wh2Yzt4m1vhrVMKdKSpF0FO5IqJJYd4/edit?usp=sharing | Y | Check in, users, Settings | |
What are Service Points and how do they work?
| Settings | |||
Location System in general
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How to understand temporary and permanent loan types | ||||
Custom fields - what apps have them, how they work, examples from adopters | ||||
What fields in apps have limits and what those limits are | ||||
What fields in RA apps can be searched on through the FOLIO UI, and what fields can't | ||||
What happens when a patron's affiliation changes - eg., existing loans under the old group, new loans under the new group? | https://docs.google.com/document/d/1UaV6xVEX7nqYIc0nIy_lQvsc04sCSfpCIIVwfsIlbqo/edit?usp=sharing | Y | ||
How do scheduled notices work when they run on day intervals | ||||
How do scheduled notices work when they run on hour or minute intervals | ||||
What triggers different kinds of notices – all of the different kinds of patron notices available | ||||
How do staff slips work? how do you format them? | ||||
Tips for troubleshooting patron notice delivery | ||||
Tips for troubleshooting staff slips | ||||
How FOLIO can work with patron requests / accounts in different discovery layers (EDS, VuFind, Blacklight, etc.) | ||||
How FOLIO can work with self-check stations - which ones have already been implemented at libraries, tips for integration and implementation
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Guide to Reporting Documentation
Workflows | Existing documentation or FOLIO DOCS Jiras | Apps | Could this be a flowchart? |
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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 |