Inventory (UXPROD-785)

[UXPROD-1080] Locally-stored metadata records for eResources in Inventory - part 2 (Holdings and Item record) Created: 03/Sep/18  Updated: 16/Sep/20  Resolved: 02/Oct/18

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Duplicate Votes: 0
Labels: crossrmapps, inventory, metadatamanagement
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-138 Locally-stored metadata records for e... Closed
Relates
relates to UIIN-236 Holdings Record. Accordion Electronic... Closed
relates to UIIN-256 Item Record. Accordion Electronic acc... Closed
relates to UXPROD-151 Ebook packages - relationship to indi... Draft
relates to UXPROD-492 Analyse and implement container objec... In Refinement
relates to FOLIO-1273 Define and describe the architecture ... Open
relates to FOLIO-1331 Define and describe the architecture ... Open
relates to FOLIO-1756 Define and describe the architecture ... Closed
relates to UXPROD-127 A process is needed to periodically r... Draft
Epic Link: Inventory
Analysis Estimate: Medium < 5 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: Medium < 5 days
Front End Estimator: Niels Erik Nielsen
Front-End Confidence factor: Low
Back End Estimate: Medium < 5 days
Back End Estimator: Niels Erik Nielsen
Development Team: Prokopovych
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R2
Rank: Lehigh (MVP Summer 2020): R4
Rank: TAMU (MVP Jan 2021): R4
Rank: U of AL (MVP Oct 2020): R5

 Description   

Will be implemented when UXPROD-122 Closed , UXPROD-123 Closed , and UXPROD-124 Closed are implemented.
This feature is defined as NOT NEEDED for Chalmers.

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Notes:
Locally-stored metadata records for eResources
Source: https://discuss.folio.org/t/locally-stored-metadata-records-for-eresources/1280/9

Email from Kristin Martin (6/7/2018)
Chicago’s local gap analysis spreadsheet: https://docs.google.com/spreadsheets/d/1qedy8xGmi_3rv8Krv0FaDnSEd-e7PiKeOabA_YqPZO8/edit#gid=1789724001

The groups gap analysis spreadsheet: https://docs.google.com/spreadsheets/d/1JnvLq-pQ861pNnW_AEn0xsSujr9yTuM8MOHSWJ_XSZA/edit#gid=2081002066

We are going on the assumption that print materials will have instance, holdings, and item records in Inventory, but electronic materials will only have instance and holdings records for the University of Chicago.

Summary of items, which we will indicate in the spreadsheet:

  • URL
  • Link text
  • Public Note
  • Materials Specified
  • Statistical code
  • Location
  • Call number

The first four items can be derived from the 856 field. Statistical code would be a locally defined FOLIO field, but one that we find necessary because MARC does not always represent different format types accurately (e.g., streaming video is notoriously difficult to identify from MARC fields). Location and call number are needed for all holdings. These fields are all needed for discovery purposes.

There are a number of other data elements that exist in OLE’s e-holdings record that are ERM-related. These are noted Chicago’s local gap analysis spreadsheet and include things like coverage dates, perpetual access dates, platform information, simultaneous users, etc. How we want this type of data represented in FOLIO will be dependent on the outcome of the ERM subgroup. uChicago are comfortable with deferring the decision on what to do with these data elements, and whether inventory is the right place for them to be placed, so long as we can return to Inventory and make adjustments as needed. The relationship between Inventory and the FOLIO e-holdings app is still to be determined as well.



 Comments   
Comment by Cate Boerema (Inactive) [ 11/Sep/18 ]

Thanks for creating this, Charlotte Whitt. For reporting, it's important that only the stories that comprise this feature are linked to it. Given that, I just removed the link to UIIN-229 Closed (the instance record story).

Comment by Charlotte Whitt [ 11/Sep/18 ]

Thanks!

Comment by Cate Boerema (Inactive) [ 02/Oct/18 ]

Hi Charlotte Whitt. When we spoke recently, you said this feature is really subsumed by UXPROD-123 Closed . Can you please close this as a duplicate? Thanks!

Comment by Charlotte Whitt [ 02/Oct/18 ]

Note to self: This is completed when the block of electronic access is implemented in Holdings (UIIN-236; UXPROD-123 Closed ), and Item records (UIIN-236; UXPROD-124 Closed ).

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