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 good 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 ‘Insert Table’ ‘Page Layout’ icon to create a '2-column table.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.
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| Add images to the right column using the ‘Insert files and images’ or <Ctl + M> |
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•Add Labels as follows:
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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
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label any page useful to your team
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for the FOLIO app(s) to which it applies. For example, the Organizations pages might be tagged with “acq” as well as “erm.
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” Please use one of the following terms:
Organizations: | Cataloging: | Acquisitions: | |
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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