Scope: The purpose of this document is to provide a standard format for staff writing or editing FOLIO instructions (steps/outcomes/images).

Find our Confluence FOLIO page at: https://confluence.cornell.edu/display/ltstr/FOLIO .

See Emma’s page as a sample in approved standard formatting: https://confluence.cornell.edu/display/ltstr/Access+status+types%3A+how+to+create%2C+edit%2C+delete%2C+assign%2C+unassign%2C+and+filter+by+access+status+types 

•Add Preconditions or other general notes first. Link precondition to other applicable instructions if helpful. The Link function is found under the ‘+ Insert more content’ icon.  Use this instead of copying and pasting addresses.

•Use ‘Page Layout’ icon to create a '2-column section'

•If lengthy, add a ‘Table of Contents’. It is found under the ‘+ Insert more content’ icon. See example at: https://confluence.cornell.edu/display/ltstr/Contacts%3A+how+to+add%2C+assign%2C+edit%2C+unassign+and+delete+contacts

•Add link to the FOLIO Wiki in the section to which it refers, or at the beginning if general.

  1. Add numbered steps to the left column. Add expected results at the end of the section after the steps to which it applies.
  2. Colored arrows or circles highlight important points. Unfortunately, it can’t be done in Confluence and has to be done in some editing program outside of Confluence, such as Paint
  3. Highlight text for special warnings, such as: NOTE: at this time (Honeysuckle) you CANNOT DELETE a tag once you've created it, so be careful! This can be done in Confluence. Under the '+Insert more content' icon, you can also find Other macros (bottom of the list), and that’s where you can insert an Alert or Tip (the boxes that highlight content).

Add images to the right column using the ‘Insert files and images’ or <Ctl + M>

  1. Break table into smaller sections if necessary and add captions at the beginning of each. Pre-made captions are available under the ‘Paragraph’ icon in upper left, and are also used to create TOC.

  2. Clicking on the Page Layout icon also reveals the Add section and Remove section options.

  3. For readability to the user, add ‘Horizontal rule’ between sections. It is found under the ‘+ Insert more content’ icon

•Add Labels as follows:  If you have a page open for editing, at the very top, by the page’s title, there will be a tiny label icon (it looks just like the tag icon in FOLIO). Click on it, enter your label into the Add box, click ‘Add’, then Close. The label will appear in the bottom right-hand corner of the page, and if you click on it, you can view a list of all the pages with that label. The goal is to label any page useful to your team for the FOLIO app(s) to which it applies. For example, the Organizations pages might be tagged with “acq” as well as “erm.”  Please use one of the following terms:

Organizations:

Cataloging:Acquisitions:                    

acq

erm




•Add the date the document was created, the last date it was updated, and the person responsible for keeping it up to date (for now, this could be the person who created the document).

Created by: Ardeen White; January 27, 2021



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