2020-08-20 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!

Recordings

Recordings of meetings can be found in the Metadata_Management_SIG > Recordings folder on Google Drive: https://drive.google.com/drive/folders/0B7G8S7WF6N20YUM4My1oRTIxSHM

Discussion items

Notetaker?

Product Council Update

Announcement: Lehigh is live. Integration with VuFind is working pretty well. There are some bugs and issues, but the staff is dealing with those well. National Library of Florence is also live. 

Minutes: https://docs.google.com/presentation/d/11nNaomlcM5ZkpSqvbdf1-Fu_rwu7rd-XNLlj5W_hb1c/edit#slide=id.p

Main topic: Task group formed to focus on PC vision and strategy approach. Mike Gorrell covered the scope and timeline. Goal is to align what is being done at the epic / feature level with broader goals. Made up of about 15 individuals. Will meet three times. Laure Wright and Christie Thomas are on the group. (Also Dracine?) Will develop a framework for thinking about vision and strategy. There will be a chance for the community to provide feedback. 

Cate Boerma provided an update on Goldenrod hot fix statuses. PO and release managers are meeting today to review outstanding issues. Capacity Planning team needs to address how this work will impact planned work for Honeysuckle. 

Feature ranking in FOLIO: needing to change the system. Terms used for ranking (Go Live, one quarter after Go Live) needs to be changed to reflect the realities for those institutions that are in production. Suggested model will go to the implementers group for feedback. Potential solution: P1 - P5 ranking like that used for bugs. 

Next WOLFcon: In person 2021 cancelled. Hamburg still intends to host in 2022. Will be a virtual event in 2021. 

PC Minutes: https://docs.google.com/document/d/129Hbrn4hpx3fNyrM-ciwM2gIjaNtb8pT18ByWy254gM/edit

Subgroup & other updates/announcements?
  • Remote Storage Working Group - Requests members of MM and RA for membership if your institution has an interest in remote storage. That group is ongoing. They would like two people per institution. Not every institution has full representation. Wiki page: Remote storage integration subgroup
Printer friendly version of Inventory (topic for future discussion)

Assuming this is actually a FOLIO-wide issue?

Will be discussed in detail at a future meeting (when Charlotte is present). Please add use cases here. 

  • Use cases do not need to be Inventory specific. 
  • Example from Jessica via chat: Printing order records


Statistics tracking continued from last week

Some examples and discussion (slides)

  • MARC vs. Instance and loss of granularity. MARC notes provide a lot of space and options for statistics. Can the Instance record be relied on for adequate statistics. 
  • Christie- would it be useful to gather use cases? What is it we need to know? Ideal - no additional steps by users to capture statistics. Can we gather them all from FOLIO?

    We need a comprehensive set of use cases and what can we expect to get out of the system

  • Jessica (via chat) - "I think we have a lot of options (almost too many options) with things like statistical search codes, instance status, etc" And we don't know yet how robust FOLIO's own change history tracking will be. Whatever a report produces, I can use i think, unless we need it for differences between eresources and physical item stats. I am only using MARC because it's the structure we have - I am not wedded to using marc in the future"
  • Felicia: Can FOLIO derive statistics from both MARC and the Instance. Compile from both? Jacquie commented that Duke also uses MARC and non-MARC fields. Felicia: Reports for NACO, SACO, ACRL are all of concern. Suggested a FOLIO way wide of getting statistics.
  • Is the use of MARC something that can be supplemented by a FOLIO record alone? Are we using MARC as a workaround.
  • Use of macros to avoid errors. 
  • Is there an AEON integration? Jessica - at Duke AEON is integrated with their remote storage system, Caiasoft
  • Christie (via chat) - "If we had a workflow engine that would provide some of the macro functionality. Do we know if there is the possibility of any movement on the workflow engine?" Laura added that a Change Tracker App would be helpful as well.
  • Christie - Do we need two charges?
    1. What are we going to do because FOLIO does not provide?
    2. What does need FOLIO need to provide to make this a full product?
  • Do we need a working group? Should include all tech services, cross app, app interaction
  • Reporting? Relationship? 
  • What data is there for the harvesting, and what needs to be added by someone?
  • Laura - spaces in Instance record for stats? Tags? Instance status can only be used once.
  • Statistical codes? - Laura felt there would be way too many that would not provide what needed. They are using statistical codes for other things. 
  • Jennifer Eustis (via chat): "It would be nice to see the history of what happened. I'd be interested in almost having versioned records where you can see what changed, by who, when, and then even revert … if you want"
  • Llyod (via chat) - "Also Data Import. I would want to know when a record was imported or overlaid which what profile settings."
  • Jessica (via chat) - "wouldn't there be a date associated with a tag? " Answer: No. Tags are also not in the plan for Inventory at the moment either. 
  • Christie: "Do we know when the notes app is planned to be implemented for Inventory? This is really challenging for Instances - where the notes property is tied to MARC 5xx fields or 9xx fields when there is a MARC record. Even if we used notes for instances without a marc record, we would lose that note when it was overplayed by a marc record later in its lifecycle." 
  • Ann-Marie - Custom fields option? This is in Users right now. 
  • Jessica (via chat) - "I think we need tags regardless, even if it won't work for production stats."
  • Jesse Lamberton (Chicago Law Library) - Script on Github. They have a non-public item note that include 3 letters with meaning. Script separates characters into names and type of things
     
    Call number is very important - count call number added to each class every month. 

    Since eresources do not have items, they use a 9XX field. Same codes as above are used. Report only for eresources is generated. 

    Process ends with 3 worksheets: Item, Call number, EResources
    Code is available here:
    https://github.com/jyssy/dll_stats.2.0

  • From Christie Thomas to Everyone: 12:54 PM
    As I listen to these use cases, I wonder if we just need a statistics json object that is stored in the json inventory record that can be called by reports or a change tracker app for compiling or viewing.

    From Ann-Marie Breaux to Everyone: 12:55 PM
    Here's a PPT about custom fields - something else that could be considered: https://docs.google.com/presentation/d/1zXvDSw-zJ36dKWv1C-W3-x8yOmKNu01c3LV0prJh1F8/edit#slide=id.p

    From Felicia Piscitelli to Everyone: 12:55 PM
    That would be great

    From Jacquie Samples to Everyone: 12:55 PM
    I both want and am leery of custom fields. I am worried about their sustainability over time and updates to FOLIO

    From Jesse Lambertson to Everyone: 12:55 PM
    that is interesting Christie


Future MM meetings (ongoing)

Add ideas here

https://docs.google.com/document/d/1u1tvfVxn6i3fTImrWWCYHlh7RT5cf3_G7YgDuxKob4M/edit


present?

Name

Organization


Aaron TrehubAuburn

Ann-Marie BreauxEBSCO

Ann KardosUMass Amherst


Charlotte WhittIndex Data

Christie ThomasChicago
    Christin Seegerthbz

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks

Dennis ChristmanDuke University
     Douglas ChorpitaGoethe Uni Frankfurt

Dracine HodgesDuke University

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

Martina Schildt

VZG


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