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ID

High Level Goal

Description

Ideas for Specific Actions (by X date PC will accomplish Y)

Impacted Subgroups

Relevant Dates

Reference from WOLFCon

Notes

1

Revive Community Development

Establish plan to establish models for coordination, funding, and maintenance of community-driven development

would likely need a dedicated subgroup

Quarterly Tri-Council meetings

 Trillium R2 2025 release scope composition deadline

September 2025 - WOLFCon / Umbrellaleaf scope composition (anticipated)

https://easyretro.io/publicboard/0ALmBRbRDFgKpGdILQIAZio6Nvq1/1fbb30b4-8f05-4841-8076-f25dfa8d8cbc

2

Solicit & analyze community priorities

Define an ongoing process to capture priorities at the SIG, community, and implementing institution level and communicate them back out to the community in an easy to understand, actionable format.

By mid November:

  1. Determine survey method and design for community and implementing institution priorities

By mid December:

  1. Complete survey

  2. Create a Confluence page that captures findings and distribute to the community ahead of 1/10 Trillium scope definition deadline

By end of January:

  1. reflect on first cycle & refine approach

Repeat cycle for Umbrellaleaf scope deadline (assuming this will happen around September)

FOLIO Prioritization Process Working Group?

Quarterly Tri-Council meetings

Community Updates

 Trillium R2 2025 release scope composition deadline

September 2025 - WOLFCon / Umbrellaleaf scope composition (anticipated)

Better understanding of what implementers are satisfied with / gaps

Help institutions know about each others' plans

Ensure investments maximize community value

Connect development partners

Potential Assessment Subgroup

Implement SIG Prioritization

Linked data interoperability

“What is reporting in FOLIO?..”

3

Communicate Development priorities and activity to the community

Update existing dashboards and work with POs and SIG conveners to standardize representation of desired and planned development in UXPROD in order to create new dashboards that better reflect scheduled and planned and unscheduled development work.

By mid November:

  1. work with POs and SIG conveners to establish a standardized way of representing new functionality in UXPROD at the point of ideation

  2. Determine what labels will be used to power new dashboards

By mid December:

  1. Complete survey

  2. Complete Dashboards

  3. Share with the community ahead of 1/10 Trillium scope definition deadline

By end of January:

  1. reflect on first cycle & refine approach

Repeat cycle for Umbrellaleaf scope deadline (assuming this will happen around September)

Create dashboards

Support standardization to improve reporting

4

Update PC Review Process

Transition from reviewing at the point of scheduling for release, to reviewing at the point of ideation

By end of February, begin scheduling topics for PC meetings based on new functionality surfaced by updated dashboards in #3

Enhancements & Improvements Subgroup

Re-charge Enhancements & Improvements Subgroup

Schedule out PC work

Proactively find out about new / planned modules

Evaluate Evaluation of New functionality subgroup

5

Engage with App Formalization

Consult on fixed vs variable functionality

  • How does functionality address a market need

  • Coordinate with App Formalization group

  • Define the PC’s role & responsibilities with regard to App formalization

At the point of review, recommend app as core or extended.

Review existing apps and recommend core vs extended (who ultimately decides this?)

would likely need a dedicated subgroup

“What is reporting in FOLIO?..”

Linked data interoperability

Functional and architectural vision

Actively contribute to shaping FOLIO as a product

Define standards for cross functional features within core apps (e.g. notes, tags, in app search, accessibility, app interaction / performance considerations)

6

Develop leadership opportunities within the community

Conduct outreach to implementers to help fill in vacant community roles

Support the community in finding “staff”

7

Recommend cross-platform standardization

Develop recommendations for standardizing cross platform functionality that often varies from app to app (search, pop-ups, etc)

Linked data interoperability

Added after reviewing notes from WOLFCon - this was not reflected in the retro

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