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TimeItemWhoDescriptionGoals/Info
2minAdministrivia



FOLIO Forum Announcement: “Getting Started with FOLIO Reporting” on February 17


presentations by implementing libraries


none today

documentation


  • Work together to compile list of in-app reports, along with relevant information - e.g., where to find them, permissions needed to run them, situations when they won't be available to run, etc.
  • Come up with ideas for documentation that we'd like to see be developed - e.g.
    • come up with a list of RA/User workflows, and decide which ones need to be documented

https://drive.google.com/file/d/1Jr1FM9KNVdWZVkx2HcpuDgdBZENsQk5U/view?usp=sharing (uploaded by Molly Driscoll) This is a document I started right around the Goldenrod release. I haven't touched it in a while, but it may serve as a starting point for in-app report documentation.


RA Documentation ReviewKelly DrakeMarcia Borensztajn is working on another draft of the RA docs - and they are almost ready for review.  She's incorporating some more information they got from Molly Driscoll. She would like to know who should "signing off" on the RA docs.  

She is planning to ask for the review in a week or two, and that is be completed with a week. Does that seem reasonable?

RA Areas and Signer
Circ log


the implementation process
Molly Driscoll : How are you planning to train circulation staff? (e.g. all together, by role, format, timing)

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Functional Area

Product Owner

Planned Release (if known)

Decision Reached

Reasoning

Link to supporting materials

Comments

e.g. loans, fees/finesNamee.g. Q4 2018, Q1 2019Clearly stated decision
  • Because...
  • Because...
e.g. mock-up, JIRA issue




























Notes

     We reviewed the documentation started by Molly Driscoll for Resource Access in-app reports (in Goldenrod), and compared against the actual working reports where we could find them. In addition to documenting the components of the reports, we agreed to create a tab for “pending development,” or wished-for reports. Erin tried to demo Claimed Returned, Overdue Loans and Refunds to Process Manually. Only the overdue loans had any data in the result set. Any filtering has to be done after you output the results to a CSV file.  

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     In response to a question about who is using existing documentation, Andrea L said she is looking at documentation related to Courses. Molly has added documentation to Acq/ERM (https://wikifolio-org.folioatlassian.orgnet/wiki/display/FOLIOtips/Community+Contributed+Resources). Brooks has created documentation oriented to student workers.

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