2022-03-28 Meeting notes: Video tutorials for cross-app workflows

Date

Mar 28, 2022

Housekeeping

• Meeting on April 6th is cancelled

• Next topics

  1. Permissions

     1. field based → walk through where needed?

  2. searching in FOLIO - ERM SIG started to collect areas of improvement - of Interest for all apps? - consistency when filtering ...

     1. save searches/filters and apply them in one click

  3. ACQ units in ERM

Discussion items

1. Video tutorials for cross-app workflows (in addition to tutorials for individual apps)

   1. collect workflows of interest

   2. who can record tutorials

   3. SIG conveners/POs to take request back to SIGs?

Minutes

• ACQ SIG plans to record short video tutorials on specific functions, e.g. create a POL, link a POL to an invoive line

• is that something that we want for cross-app workflows as well?

  • those tutorials would be helpful

• who can record tutorials?

  • Laura: not responsibility of this group

  • workflows relate to functional areas

• Laura: how we keep them current; when there is so much that is still changing

  • it is much easier to update written documentation; and that is hard enough

• Dennis: it should be clear which version's they represent

  • some people would be more comfortable with writing docuemntation than recording tutorials

  • a lot of people ask for tutorials

  • informal video content would be sufficient; low barrier;

  • version needs to be mentioned at the beginning

  • keep the video short

  • pick one of the identified functions to be recorded

• Jana: how do we envision cross-app workflows to be recorded?

  • workflows are different

• Martina: whole workflows are more difficult to maintain

  • if one small part changes, the whole recording would need to be repeated

  • cross-app tutorial: link Inventory instance to POL

• Dennis: there could be overlaps; but at least there would be video documentation

  • 2-3 minute video

• Lloyd in chat: Maybe the role of App Interaction could be to define what inter-app topics need videos rather than making them. People in the SIGs could make them as Laura suggested.

• Dennis: make it as easy as possible

  • get few guidelines in place

  • people could use own You Tube channel; would just need tags

• Laura in chat: I like the wiki as the place for user-contributed documentation

• Martina: in GBV we record our demos when training the library staff

  • those are in German

  • very long tutorials

  • alternative would be to shorten them and split them down; but htat is a lot of work

• Jana in chat: We could also make videos without talking over them for a broader language audience

• Owen: could have subtitles

• Dennis: key thing of managing: what would be good videos to have

  • it does not matter if we have multiple videos per topics

• Martina: we record in one training the configuring of the systems; settings of users, agreements, organizations etc.

  • in another video we demo the app itself: agreements, users, organizations

  • we could share them; but they are not rewatched

  • I do not have the time and do not want to watch myself again; so I do not rewatch the recording, it is just send to the participants

• Dennis: the libraries that we train, the ycould learn by recording tutorials

• Laura: sharing the demos, even in German, can have added value

  • it is helpful to learn about other institutions implementation and training decisions

  • Erin has created a page where information ilke this can be added

• Jana in chat: Community Contributed Resources

• Jana in chat: Who would provide the frame work and maintain  and distribute the videos?
  Which group would do this? Community Outreach SIG, PC, AI?

• Dennis have a specific group consider that framework etc.

• Laura in chat: we might need a documentation SIG -- there is currently a documentation working group focused on docs.folio.org, but not a full SIG

  • Jana in chat: +1 Laura!

• Owen in chat: What’s the difference between a SIG and WG in this case?

• a working group is more temporary; it reports to a SIG

• Dennis: would not want to put this on top of the work that the docuemntatin group already has

  • lower barrier

• for ACQ SIG it will be a wiki page; to collect the topics

• Martina will create a wiki page for cross-app topics

• SIG conveners will take the idea of collecting topics to the relevant SIGs

• important: make the tutorials discoverable

• Jana: in RA there was a discussion on the new page for OLF recordings; it would be helpful to structure videos by topics

  • e.g. Erin gave a good demo of permissions

Chat

Von mir an alle 06:03 PM
Link to agenda: 
Von Laura an alle 06:10 PM
camera off while I finish my lunch
Von Owen Stephens an alle 06:14 PM
I raised a lot of the same concerns in the Acqusitions SIG when discussing this, and I think the general feeling of that meeting was what Dennis just said - despite the issues these would be highly valued by the users
Von Laura an alle 06:14 PM
I like the compromise approach Dennis is suggesting
Von Owen Stephens an alle 06:14 PM
I think the sort of guidelines that Dennis is outlining (which we didn’t discuss in the Acq SIG) are a good idea

Von Jana Freytag an alle 06:18 PM
I have to turn off my camera, 
Von Lloyd (Marmot Library Network) an alle 06:18 PM
Maybe the role of App Interaction could be to define what inter-app topics need videos rather than making them. People in the SIGs could make them as Laura suggested.

Von Laura an alle 06:23 PM
I like the wiki as the place for user-contributed documentation

Von Jana Freytag an alle 06:24 PM
We could also make videos without talking over them for a broader language audience

Von Owen Stephens an alle 06:30 PM
I think you are right that having that list would give much more concrete view of where we need to go
And there are at least 5 different ways to create an agreement line …!

Von Jana Freytag an alle 06:34 PM
Who would provide the frame work and maintain  and distribute the videos?
Which group would do this? Community Outreach SIG, PC, AI?

I really like the idea :D

Community Contributed Resources

Von Laura an alle 06:37 PM
we might need a documentation SIG -- there is currently a documentation working group focused on docs.folio.org, but not a full SIG
Von Jana Freytag an alle 06:38 PM
+1 Laura!

Von Owen Stephens an alle 06:41 PM
What’s the difference between a SIG and WG in this case?

Von Laura an alle 06:51 PM
maybe we should set up a recording "studio" for wolfcon 🙂
Von mir an alle 06:52 PM
Yes, love that idea :)
Von Dennis Bridges an alle 06:52 PM
Very cool idea 🙂

Attendees

Action items