2025-05-14 Documentation Working Group Agenda/Meeting Notes

2025-05-14 Documentation Working Group Agenda/Meeting Notes

 

Zoom Meeting Info

usually the second Wednesday of the month, 09am -10am EST / 15-16 CET / Time Zone Converter

https://openlibraryfoundation.zoom.us/j/89637604553 

Meeting ID: 896 3760 4553
Passcode: FOLIO Meetings with Zoom

 

Attendees: @Former user (Deleted) @Ben Taylor @Christine Tobias @Nadja Ronnisch @Lisa Reeck @Susanne Gill @Emily Semenoff @Aaron Neslin @Alissa Hafele @Stefan Dombek @Molly Driscoll @Ludwig Liebl @Martina Tumulla @Eliana Lima @Laurence Mini @Wilhelmina Randtke

 

Item

Who

Notes

Item

Who

Notes

Housekeeping

Katharina

note taker for today: Christine Tobias (Martina Tumulla will provide support)
Next meeting is on June 11th July 9th at 9am EST / 15 CET

note taker for next meeting: Emily Semenoff

Announcements

All

Christine is retiring at the end of the summer (September 5). She will ask the User Mgt SIG and the BELA WG for volunteers to take on her documentation sections for Trillium and subsequent releases.

Katharina: My colleague Ludwig will succeed me as documentation manager and convener.

Slack request concerning CQL

Katharina

Emily

does it make sense?

CQL is integral to the search functionality in Inventory.

how it should look like:

  1. linking to GitHub | 2. linking to wiki | 3. additional topic page within the docs (Sunflower) | 4. support for Emily (Emily will reach out/respond to Henrik Wallheim) | 5. proof-reading… | 6. co-writing e.g. with swedish colleague

Data Import in the docs

Alissa

Data Import is branching out into its own SIG. Data Import is a subsection of Metadata Management (Cataloging). Should we move the Data Import section of the docs to top level since it’s cross-functional (Inventory, Orders)? The group supports moving Data Import to a top level section; Alissa will ask the Data Import group how to approach the placement of the documentation in the Table of Contents.

glossary extension - Eureka

Katharina

Who can do this? Good wording on slide 18 of the last community update (April 25, 2025) FOLIO Community Update

Eureka needs to be added to the glossary. Susanne Gill will handle this for the group. (Thank you, Susanne!)

We should also add other Eureka-related definitions found on Roles Management with Eureka.

 

Generally, the glossary entries should be reviewed and updated, if needed, since last update was in February 2023. We have new documentation sections that may not have glossary entries. Especially important for the glossary are entries that relate to more than one FOLIO app. If a definition is specific to just one app, it suffices to define it in that app’s documentation .

Sunflower check-in 2 | focus capabilities

All

Amanda - Bulk Edit (Inventory) almost finished.

Aaron - Settings > Tenant done.

Alissa - Data Import, Data Export, and Settings for each is done.

Ben, Susanna - Claiming is done.

Christine - Bulk Edit (Users), Settings > Authorization roles, Settings > Users, Settings > My profile, Users, Lists, Capabilities and Capability Sets are done and merged.

Eliana - Reporting, Settings > Reporting is done but working on accessibility issues with the alert box in the FOLIO Docs. Quick fix is to simply use Note: … and remove the red bar.

Emily - Inventory is done.

Laurence - Resource Access (Circulation) is done.

Lisa - ERM comparisons is done.

Martina - Service interaction will be done soon.

Molly - Acquisitions sections are done but proofreading.

Stefan - done

Wilhelmina - Consortia is almost finished.

 

 

 

DUE DATES

 

 

Sunflower

 

Sunflower is planned for May 19th

Documentation deadline as ever 1 week before: May 12th

Trillium

 

Trillium is planned for November 10th 2025 (bug fest October 3rd - 24th)

Documentation deadline as ever 1 week before: November 3rd

BACKLOG

 

  • Topic documentation archive + navigation in the different releases still open: first idea: use flower symbols from the releases on the top open

  • Contact to Julian concerning Docsy Upgrade still ongoing: 1st step update search engine, then theme

  • Finding a new place for "Install FOLIO", e.g. in GitHub open