...
| 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 |
...
| 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. |
...
| Workflow name/description | Existing documentation or DOCS Jira | Needs a writer? | Apps | Could this be represented graphically / through flowchart? |
|---|---|---|---|---|
| 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
| ||||
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 |
...
| 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
| ||||
| 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
|
...