2020-02-06 Metadata Management Meeting notes


Date

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

Discussion items

Product Council Update

Round II Libraries are libraries that are going live without the MVP go live features.

There are a two libraries that are requiring MVP features to go live. They are not considered 


SRS editor

https://docs.google.com/document/d/1-dZLGYfK2zSWXKQxSKPJMvILlUsXox0kVVBDKNFohLU/edit

From today's PC notes:

“Ability to find & edit single MARC Record & Save to SRS” - this would require pulling a PO & devs from other MVP work.  EBSCO offered a PO (Steph Buck) and a small team (4 EPAM devs) to work on this feature, which will keep all other MVP work on task/schedule

What are Round II libraries? Round II

  • Round II is not MVP, it seems – these are institutions that want to go live prior to MVP

This functionality is needed in advance of when MARCcat will be functional

Looking for participants to work on this SRS editor.

Could resources be devoted to MARCCat instead of using resources for this sort of amendment? Harry - MARCCat development will continue as planned. MARCCat is viewed as a "flow-blown cataloging tool". Some libraries don't need the functionality of MARCCat because some institutions work outside of their ILS for cataloging. This small, quick, simple tool may help get many libraries up and running more quickly. This is more of a text editor than a MARC editor.  MARCCat, in addition will have a data editor, a storage place, and a search mechanism.

Laura requested having more than one MM Rep. on this group. 

Jason pointed out that MARCCat comes with maybe too many layers and complications. Should we continue to put resources into this development. Kelly Drake thinks it's a good time for the community to reevaluate the MARCCat project. 

Harry believes the group is generally in agreement. He cautions that we not use this as a reason or example to not re-purpose code. Sometimes re-purposing code is beneficial. 

Laura would like to have the conversation about MARCCat.

Volunteers: Maybe - Doreen Herold, Lehigh? Natascha Owens? Laura recommended that re-use use cases that exist. The leader of this working group will be Stephanie from EBSCO. Stephanie expressed the need to keep the group small, lightweight, and agile. Mark Arnold is from a Round II library. He volunteered too. 

How unfinished is MARCcat? Is it not able to accomplish the simple editing we are talking about building the new app for? Harry believes it can do simple editing, but it does not interface with FOLIO correctly yet. Charlotte pointed out that it is not in at Cult's purview to create the MARCCat/FOLIO connection. Charlotte believes there is a lot of progress in MARCCat's development. She pointed out that there are two tracks: one for MARCCat and another for this ad-hoc editor.

Patty wondered how the OCLC connection fits in and is this and SRS editor being planned?

  • OCLC development with Index Data is being done 
  • The SRS editor will show the records in MARC format (not JSON). This screen will be editable. Felix pointed out MARC will not be edited as plain text, but "it's better than nothing". What are the time savings, if any? Concerns about validation. It's possible that building a screen that sets out some structure and validation may be preferable. Laura - once there is MARC validation then it 
  • Via chat - "I would rather stabilize those apis for Terry rather than start something new" - Harry answered, work is underway to do just this.
  • Via chat (Lisa Furubotten) - "I'm sorry, I'm confused. If I have OCLC, this new quickie editor, and now MARCEdit later -- why do I need MARCCAT?" Answer: Some libraries do not use OCLC, need local storage, especially for authority records.
  • Lloyd (via chat) - MarcEdit can do some bulk editing (find and replace). Will I be able to pull a group of records into MarcEdit easily? - Answer: "Yes"
  • MarcEdit - OAI-PMH - you can get records out, but not put them back. 
  • Lloyd (via chat) - "Seems like stabilizing the APIs for Terry solves most of these problems. Maybe that should be the priority." Harry agreed. 
  • Representatives for this group will check back in with this SIG. Laura would like 2 MM reps in addition to reps from the Round II representatives. Please contact Stephanie: |ssbuck at ebsco.com|
Subgroup & other updates?


New features?

To Do:  UXPROD-2249 - Getting issue details... STATUS  needs ranking – related to Source Code discussion below

FOLIO's UX guideline is sentence case for labels etc. This is different from the RDA standard using lower case for controlled vocabulary

In Settings > Inventory following controlled vocabulary follows the RDA standard: format, mode of issuance, resource type

Following the RDA standard the controlled vocabulary in English is to be all lower case, but the RDA standard collide with FOLIO's text case rules: https://ux.folio.org/docs/guidelines/language-rules/text-case-rules/

Thoughts/opinions? 

To Do: Give feedback to Charlotte on Slack or volunteer. Please keep in mind languages other than English when doing this work. The hope is to come to a decision on this quickly.


Relinking Holdings and ItemsCharlotte Whitt

To Do: Review of mock-up and functionality. Charlotte has a slide deck and could volunteers to look at her proposal/suggested screens. Volunteers: Lisa McColl, Lisa Furubotten, and Natascha Owens volunteered. If anyone else would like to volunteer, please contact Charlotte.

UXPROD-137 - Getting issue details... STATUS


Metadata Source Code (Instance)

https://docs.google.com/document/d/1Jr77FGuUtqZJHPxVWLXiI9FMe4xMIL-5KOxUhzSfQM0/edit#

To Do: Will do the review of requirements and Jira stories in the small group (Felix Hemme, Lisa Sjögren, Theodor, Laura Wright and others), who started the spec work. Charlotte will send out a Doodle poll on Slack, channel # non-srs-sources-for-instances.

Unfinished business

Alternate Graphical Representations -

Future meeting topics


REP-234 - Getting issue details... STATUS (overlap analysis) need to collaborate with RM – Chalmers is interested as well (incorporates Inventory & e-Holdings plus ???) see also REP-92 - Getting issue details... STATUS

Statistical codes: type = "Action" – create list of recommended values

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

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)

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://folio-org.atlassian.net/browse/REP-234

https://wiki.folio.org/pages/viewpage.action?pageId=78336464

present?

Name

Organization


Aaron TrehubAuburn
      Alice Krim

Ann-Marie BreauxEBSCO

Ann KardosUMass Amherst

x

Charlotte WhittIndex Data

Christie ThomasChicago
x    Christin Seegerthbz

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks

Dennis ChristmanDuke University
     Douglas ChorpitaGoethe Uni Frankfurt

Dracine HodgesDuke University
x

Felix Hemme

ZBW

Filip Jakobsen

Jacquie SamplesDuke University

Jason KovariCornell

Jenn ColtCornell

Jennifer EustisUMass Amherst

Jessica JaneckiDuke University

Kristen WilsonIndex Data
xLaura WrightCornell

Lisa FurubottenTexas A&M

Lisa McCollLehigh University

Lisa SjögrenChalmers

Lynn Whittenberger
xMagda ZacharskaEBSCO
regretsMartina Schildt

VZG


Mary AlexanderUniv. of Alabama

Nancy Lorimer

Stanford


Natascha OwensChicago

Niels Erik Nielsen

Patty WanningerEBSCO

Rita AlbrechtHeBIS-Verbundzentrale

Sara ColglazierMHC/5C

Tiziana Possemato

Theodor Tolstoy

EBSCO


Wayne Schneider

Index Data