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 ‘Insert Table’ icon to create a 2-column table, or use Page Layout.
•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 images to the right column using the ‘Insert files and images’ or <Ctl + M> |
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•Add tags as follows: Tags are actually called Labels in Confluence. 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 tag any page useful to your team with a label 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: | |
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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