Doc IG - CoFacilitators' Notes page

Samvera Community Wiki


Doc IG - CoFacilitators' Notes page

This page has notes from the Documentation IG’s CoFacilitators meetings, where we plan the DocIG’s meetings and activities.

 

 

2026 - (tentative) DocIG Monthly Plan

  • January

    • facil: Sarah P. ; Morgan is out

    • mtg focus: Workflow review for tickets.

  • February

    • facil: Morgan; notes: Sarah P.

    • mtg focus: 

  • March

    • facil: Sarah P. ; notes: Morgan M.

    • mtg focus: check in on issues related to Accessibility? (prep for Title II April 2026 deadline)

  • April

    • facil: Morgan; notes: Sarah P.

    • mtg focus: Workflow review for tickets.

  • May

    • facil: Sarah P. ; notes: Morgan M.

    • mtg focus: prep for May 2026 Community Doc Sprint? 

      • This mtg might be during the Documentation sprint that is tentatively scheduled for week of May 18.

  • June

    • facil: Morgan; notes: Sarah P.

    • mtg focus: 

  • July

    • facil: Sarah P. ; notes: Morgan M.

    • mtg focus: 

  • August

    • facil: Morgan; notes: Sarah P.

    • mtg focus: maybe check in on progress on our theme for the year?

      • theme = Hyrax/Hyku connections/documentation consistency - find ways to integrate/build on/align Hyrax & Hyku docs.

  • September

    • facil: Sarah P. ; notes: Morgan M.

    • mtg focus: 

  • October

    • facil: Morgan; notes: Sarah P.

    • mtg focus: 

  • November

    • facil: Sarah P. ; notes: Morgan M.

    • mtg focus: 

  • December

    • facil: Morgan; notes: Sarah P.

    • mtg focus: yearly recap

June-dd, 2026 CoFacilitators Mtg

action items:

agenda:

  • Check in on action items from last month’s DocIG mtg:

  • Anything we’d like to have for a “meeting focus” for this month?

  • CoFacilitators roles for this month's DocIG mtg:

    • facil: Morgan; notes: Sarah P.

       

discussion notes:

 

 

discussion notes:

May-14, 2026 CoFacilitators Mtg

action items:

Morgan send mtg invites for cofacils prep mtgs for June, July, Aug, Sept.
May 19 mtg focus: check in on from Connect/any doc-focused takeaways to discuss?

agenda:

  • Check in on action items from last month’s DocIG mtg:

  • Scheduling Q

    • No more “Samvera Doc IG co-facilitator prep mtgs” scheduled after this one. Should I sched some more of these prep mtgs, ahead of our June, July, Aug DocIG monthly mtgs?

  • Anything we’d like to have for a “meeting focus” for this month?

  • CoFacilitators roles for this month's DocIG mtg:

    • facil: Sarah P. ; notes: Morgan M.

       

discussion notes:

 

May 7, 2026 CoFacilitators prep for Samvera VC

action items:

agenda:

  • slides deck in progress: https://docs.google.com/presentation/d/1zwOY4itQHbaonKmcg5_3hV1-WvEZxanOQhTl39f2Li0/edit?slide=id.p1#slide=id.p1

  • our talk is Wed. 05/13 at 11am PT

  • points to cover:

    • SP: times we meet / logistics

    • SP: links to the DocTasks board, and some of our key pages

    • SP: How the DocIG group interacts with other groups

      • what types of things people can bring to the group: variety in the topics (give a couple examples of recent things we’ve discussed)

    • MM: What the DocIG is: we organize the issues, not solely responsible for writing docs

    • MM: co-facils has been good - Dev and Repository collaboration

    • MM: term limits - we are thru 2027

    •  

 

 

April 21 , 2026 CoFacilitators Mtg

action items:

Morgan sched prep mtg for Doc IG update at Virtual Connect.
afternoons usually free for Sarah P this month

agenda:

  • Check in on action items from last month’s DocIG mtg.

    • Morgan has action items to finish!

  • any Items from slack thread?

    • Sarah P completed our sign up - for HGK email/Doc IG update at Virtual Connect

    • check in with RK’s Hyrax overview doc ticket?

    •  

  • CoFacilitators roles for this month's DocIG mtg:

    • Sarah P - notetaker

    • Morgan M - facilitator

 

March 2026 CoFacilitators Mtg

action items:

agenda:

  • Check in on action items from last month’s DocIG mtg:

    • for 03/17 mtg:

      • have folks flag accessibility-related tickets?

      • for modules/overlap Q:

        • we have a default policy location/decisions

  • CoFacilitators roles for this month's DocIG mtg:

    • Morgan M - notetaker

    • Sarah P - facilitator

       

       

discussion notes:

 

 

 

December 12, 2025 CoFacilitators Mtg

action items:

Morgan let HGK know about co-facils terms

agenda:

  • Check in on action items from last month’s DocIG mtg, and other updates:

    • Started this page, to start compiling Doc ideas from events. Added a couple things that came up in Connect Online. Doc IG - Events Takeaways

    • OK to remove from the gh Project the old “label” fields that were setup as text? (the fields have since been re-created as dropdown CV values, and all tickets that had text labels have been updated with the new fields.)

    • Yearly Recap - is in the regular Notes page for our Dec.12 meeting. 2025-12-16 Documentation Interest Group meeting notes

    • reminder - for Jan 2026 mtg, will need to ask for volunteer notetaker - Morgan will be out.

  • CoFacilitators roles for December DocIG mtg:

    • mtg. facilitator role: Morgan

    • notetaker:  Sarah P.

  •  

discussion notes:

 

 


October 17, 2025 CoFacilitators Mtg

action items:

Morgan - add agenda for monthly mtg to notes page in Samvera Confluence : 2025-10-21 Documentation Interest Group meeting notes
Sarah P - check with Mark about joining on 10/21 to discuss possible next steps/Hyku pilot for docs in codebase
Morgan - if time, review current tkts in ToDo column, see if any to prioritize for discussion on 10/21 call

agenda:

  • Check in on action items from last month’s DocIG mtg:

    • Mark B will propose the Hyku pilot / assessment of feasibility at September Tech call. Mark will join October DocIG call to discuss outcomes from those discussions/Hyku pilot.

  • CoFacilitators roles for this month's DocIG mtg:

    • mtg. facilitator role: Morgan

    • notetaker : Sarah P.

discussion notes:

  • agenda for 10/21 mtg

October Check In Notes

  • Last meeting was mostly discussion around developer docs from Mark B and it may come back next meeting

  • Didn’t have time to talk about taking any topics to the metadata interest group

  • [Sarah] I did check my permissions in the Samvera GitHub and I have code access but not admin/settings/adding people access so updating permissions will need to come from Heather


September 12, 2025 CoFacilitators Mtg

action items:

Morgan re-check if my permissions are working – able to convert a draft to an issue in various repos?
Morgan task followups - updates to issue template, and issue-closing procedure
Morgan slack HGK to ask about Doc Days summer and Doc Sprints 
Morgan put agenda into confluence 09/16 page
Sarah check that slack auto-reminder all set

agenda:

  • check in about 1st IG mtg

  • plan for 09/16 mtg

discussion notes:

  • 1st mtg takeaways: IG seems good with plan for continuing schedule, half-hour mtgs focused on tagging tickets on board

  • plan for 09/16:

    • anything from the IG? topics or Qs

    • Summer Doc Days - update from HGK: any takeaways/lessons learned that would be helpful to make its way to the Community? Also Doc Sprints - how often/when is next one?

    • ask DocIG if there’s anything for discussion at Metadata IG, time allowing

    • update on Permissions in Doc Tasks Board

    • rest of time: for tagging tickets/organizing board


August 8, 2025 CoFacilitators Mtg

  • kickoff mtg for new co-facils

action items:

Sarah P - sched mtg with Heather, add Morgan to invite
Morgan make notes pages for co-facilitators’ Mtg with HG/community manager, for Aug19 Doc IG mtg, and arunning notes page for co-facilitators ongoing mtgs
Sarah P set a DocIG mtg reminder in slack
Morgan sched a next co-facilitators mtg for Friday Sept.12 at 11am PT

agenda:

  • check in about planning for co-facilitating the Documentation Interest Group, and prep for our next DocIG meeting August 19.

discussion notes:

Our near-term goals for DocIG:

  • Overall, make it as easy and clear as possible for community members to participate in DocIG, keep building on group’s momentum

    • share mtg agendas ahead of time, with timing-blocks for topics, so folks can drop-in as relevant

    • help with defining tickets more - review the labels we are assigning so far; update labels as needed based on revised Doc locations/organization frameworks that have been developed in Doc days this spring/summer.

Plan for Aug.19 DocIG mtg: 

  • intro new co-facils

  • discuss sched for next block of IG mtgs: Aug/Sept/Oct., then will plan for November to a have a check-in with group about how this is going, and revise anything we want to switch up 

    • ask if preference about 11 or 11:30 start time, and ask about planning to stick with same day 

  • update from mtg with HGK - link to notes doc/brief recap of takeaways

  • space for Qs or points to discuss

  • rest of time - tagging tickets 

  • Roles for Co-Facilitators

    mtg. facilitator role: Morgan ; notetaker role: Sarah P.

     

Planning for Roles/tasks for Co-Facilitators

  • Responsibilities of the Doc IG Facilitator

    • sends reminders for monthly meetings to Documentation channel in Slack, Samvera community email list

      • Sarah P will set in slack

    • preps for monthly meetings: review past agenda, set new agenda

      • shared – we’ll do prep together

    • facilitates discussion in monthly meetings, takes notes during monthly meetings (or requests a notetaker), and link notes into Doc IG main page

      • alternating - We’ll alternate months, between 2 roles: mtg. facilitator, notetaker

      • Rest of 2025 mtgs:

        • Aug

          • mtg. facilitator role: Morgan

          • notetaker : Sarah P.

        • Sept

          • mtg. facilitator role: Sarah P.

          • notetaker: Morgan

        • Oct

          • mtg. facilitator role: Morgan

          • notetaker : Sarah P.

        • Nov

          • mtg. facilitator role: Sarah P.

          • notetaker: Morgan

        • Dec.

          • mtg. facilitator role: Morgan

          • notetaker:  Sarah P.

        • January 2026

          • mtg. facilitator role: Sarah P.

          • notetaker: [need notetaker - Morgan will be out]

        • Feb 2026

          • mtg. facilitator role: Morgan

          • notetaker:  Sarah P.

 


template - notes

Month-dd, 2026 CoFacilitators Mtg

action items:

agenda:

  • Check in on action items from last month’s DocIG mtg:

    •  

  • CoFacilitators roles for this month's DocIG mtg:

    • [get from monthly list above]

       

discussion notes: