2020-01-09 Metadata Management Meeting notes

Date

09 Jan 2020

Attendees

please put an 'x' next to your name in the list below the "Discussion items" if you are attending. Thanks!

Discussion items

Meeting reminders (calendar)

From Peter Murray on the General Slack channel:

For everyone in FOLIO, Reshare, and the other OLF projects that have downloaded calendar entry files from Zoom:Zoom allows only 50 repeats on an event, which means that almost all of our events were set to expire on during the last two weeks of January. I've updated the expiration dates in Zoom so that they all end in the week of December 21, 2020. If you have downloaded a calendar entry from Zoom (links to these calendar entries are on wiki pages, for instance), please download the calendar entry again to get the updated expiration date. (Or manually update the expiration date yourself.)

Product Council Update

Former user (Deleted)

Laura gave the updates.

WOLFcon logistics
Holly updated the group. Institutions planning on implementing 2020, MVP features need ranking: https://docs.google.com/spreadsheets/d/1_Ay1lINUGvGmzm284ur-jwPIkp8sOBexC3X6rypitnE/edit#gid=1621730034
Talk of pivoting to a new model for the PC group. Plans will be discussed at WOLFcon. This will impact the SIG.
PC will also discuss at WOLFcon the concerns or issues that may arise of privacy issues with FOLIO users, their accounts, screen-sharing between institutions, etc.

Subgroup Updates and Other Updates

The Entities Management Subgroup had their first meeting.
Export: Magda has developers working with her on FOLIO and the export feature in planning.

Mode of Issuance

Ann-Marie Breaux (Deactivated)

Instance: Mode of Issuance field: the default reference data seems to be a mix of RDA and non-RDA terms, but does not include all the RDA terms. Are libraries using these defaults, adding to them, or replacing them entirely? Would it make sense to change the defaults to the RDA list? http://www.rdaregistry.info/termList/ModeIssue/

rdaregistry.info
RDA Registry | Values | RDA Mode of Issuance
A categorization reflecting whether a resource is issued in one or more parts, the way it is updated, and whether its termination is predetermined or not.

Mode of issuance @ GBV (click to expand)

Code	Description
a	Single unit
b	Journal / Newspaper
c	Comprehensive description of a multipart monograph
d	Monographic series
f	Part of a multipart monograph or monographic series with dependent title / no title
F	Part of a multipart monograph with independent title
m	internal mailbox record
s	Analytical record
v	Volume (journal or newspaper)
z	Other

When mode of issuance was first considered for FOLIO, rda terms were combined. Rita believes BLvl can be mapped to mode of issuance and vice versa. Christie suggested we include "other" as a mode of issuance. Jacquie suggested the term "unknown" instead or "unspecified."

Laura suggested we go with the four RDA values plus "unspecified". Charlotte said this is an easy fix. Charlotte also suggested there should be built in flexibility as RDA values will change/evolve.

Group felt current terminology in FOLIO.

Duke (via chat): "When does mode of issuance change between the Work and the Instances related to that work?"

"Mode of Issuance" is an element of the manifestation level.

Item elements

Ann-Marie Breaux (Deactivated)

Item record: We have standard fields for Item HRID and Item barcode. We also have a non-repeatable field for Item identifier and a repeatable field for Former identifier. How are libraries planning to use and differentiate between those two fields?

Slide deck

WolfCon sessions preparation

https://docs.google.com/spreadsheets/d/11ygtE4CR32bd344vDmaIkHRBZ5tba-7ETc5jo_8XVVY/edit#gid=0

Agenda now available on Sched (multiple filters: MM & RM/MM)

Unfinished business?

Alternate Graphical Representations - Close to completion. Will work to finish in January

Feature ranking/new features?

Future meeting topics

Refine the result list - work planned for development Q3 2020

UXPROD-1634 - Getting issue details... STATUS and slide deck about hierarchical display of result list

External integrations (e.g., Caiasoft for off-site storage management) and updates to FOLIO. Where/what is the "source of truth"? --possibly to be addressed at WOLFCon

Filip Jakobsen suggests to use Message banner (a new component) to display if an instance record is marked as: Suppressed from discovery, Staff suppress, or Previous held, or holdings/item is marked Suppressed for discovery. This use is intended as a MVP solution: https://ux.folio.org/docs/guidelines/components/message-banner/ Post-MVP we aim for ux consitency with MARCcat.

STCOM-592 - Getting issue details... STATUS

Source of truth (SRS). Review the FOLIO metadata flow based on test of the newly implementation of edit freeze of records in Inventory when having only SRS and Inventory installed.

Inventory, MARCcat, Data Import Permissions interaction review

Search enhancements - possible also look at more general requirements for defining search, e.g. when to use: Phrase search, Truncating (left and/or right), Stemming, Nested search, Boolean search, etc. (TC and MM task)

Authority Data and Inventory Vision (small group work first)

Discovery – need to clarify sources of data for discovery vs. data needed for operations; this needs to be documented for the entire FOLIO community and direction should come from Product Council

Item statuses and the apps that affect them

Music / Maps / Media cataloging review of data elements in Inventory

UIIN-864 - Getting issue details... STATUS

Texas A&M may have a music cataloger that can help.

Christie offered to load cartographic and music data from other libraries into their test FOLIO instance.

Jennifer (via chat): We should also look at video as well. Videos have other standard numbers EAN for instance and fields that people like to search and discovery them by

https://wiki.folio.org/pages/viewpage.action?pageId=783364 64

present?	Name	Organization
	Aaron Trehub	Auburn
	Alice Krim
	Ann-Marie Breaux	EBSCO
	Ann Kardos	UMass Amherst
	Charlotte Whitt	Index Data
	Christie Thomas	Chicago
	Colin Van Alstine	Smith (FC)
	Damian Biagi
	Dennis Bridges	Stacks
	Dennis Christman	Duke University
	Douglas Chorpita	Goethe Uni Frankfurt
x	Dracine Hodges	Duke University
x	Felix Hemme	ZBW
	Filip Jakobsen
x	Jacquie Samples	Duke University
	Jason Kovari	Cornell
	Jenn Colt	Cornell
	Jennifer Eustis	UMass Amherst
x	Jessica Janecki	Duke University
	Kristen Wilson	Index Data
x	Laura Wright	Cornell
	Lisa Furubotten	Texas A&M
	Lisa McColl	Lehigh University
	Lisa Sjögren	Chalmers
	Lynn Whittenberger
	Magda Zacharska	EBSCO
	Martina Schildt	VZG
	Mary Alexander	Univ. of Alabama
	Nancy Lorimer	Stanford
	Natascha Owens	Chicago
	Niels Erik Nielsen
	Patty Wanninger	EBSCO
X	Rita Albrecht	HeBIS-Verbundzentrale
	Sara Colglazier	MHC/5C
	Tiziana Possemato
	Theodor Tolstoy	EBSCO
	Wayne Schneider	Index Data