Magda
I would like to start with a few questions that were reoccurring. Several responses to the question about call number display in the preview and confirmation screen indicated a preference to see each call number prefixes and suffixes elements in separate columns. And I would like to understand what the use cases are. Why do you think it should be separate? I just want to make sure I understand. Jackie
Well, one thing is that that's how you can see if for example somebody put the prefix in the call number field instead of a prefix field. And if you have them all together, you can't actually see Magda
Yeah, it makes sense. Erin
That's an excellent example. Magda
This is a good point. If you combine everything, you will never know what is the part of the call number and what is the part of the prefix. Sara
I think the examples are exactly right. If I need to do a cleanup job, then the call number prefix, etc., need to be separated. Bob
So are we talking about just this preview screen of 10 records? Or are we talking about the download file? Magda
The download file will have everything and it will be structured like the record is structured. So you will have everything separately, the prefix call number and suffix will be done separately. But we are talking about preview we are talking about the are you sure form and we are we are talking about their confirmation, and all those places when those records are being displayed. Magda
The other question about the preview, are you sure form and the configuration screen is someone mentioned (it was Duke) the need to see the holding statements and holdings notes. Leeda
So I checked in with my leader who helped me fill out this survey. And she said both types of data would be useful for analyzing the scope, ensuring accuracy and troubleshooting when needed. But again, since we're just talking about a 10 to 20 item preview screen. I think as long as we can get to it on that CSV, we're fine. Magda
My concern is that if we are holding statements and notes, I don't know how lengthy those notes can be. Leeda
It was alright for concatenating the summary statement and then for the holding notes I think just the presence or absence of a note would be fine. Again, it's just a case of when we get ready to run a bulk edit inevitably there can be records in there that we didn't really mean to hit. Magda
Leeda, do you want those to be columns in the preview? Leeda
The feedback I got was yes, but I'm not sure certain that the that they understand that you can capture that in the CSV. I will get back to you on that one. If I had to make an executive decision, I would say it's not absolutely necessary. But I do like the idea if we can have a presence or absence. Kind of like a yes, no, and then download the whole thing to find out what's there. Magda
What about electronic access? This was also mentioned and are long. It would make the display pretty difficult. So how do we concatenate , or do we leave them out
don't recall that coming for me. But , that it would be more for ensuring that you're touching the right records. Because I know at Duke, we have a lot of titles where we hold the print and the electronic. And we don't want to touch the wrong title in that case. Unknown Speaker 12:58
caught up in your E holdings. Go ahead, sir. Unknown Speaker 13:06
So, it just, and maybe it's just because I didn't sleep very well. And so I'm not understanding. So this, what you're these things that you've outlined here, are, are specific to the previous screen, where we only see things right. And, and so I guess, again, I'm going back to to me, that's not preview, that's a selected preview. So that's really good. Anytime, I would be wondering whether I had the right records or not. And as soon as I had a lovin that I wanted to effect change on, I would not rely on the Preview, that I would have to download them to make sure that I wasn't changing something that I did not intend to change. And then in that case, and then if I'm understanding you correctly, then you're saying well, then every anyways, everything will be there. Right? Am I understanding that correctly? Unknown Speaker 14:12
That's correct, that all Holdings Record will be in CSV file. Unknown Speaker 14:19
Right? So So again, it kind of, you know, and I hate to be such a downer, but it goes back to I'm not really sure. In this case of not being able to only be able to see 10 Unknown Speaker 14:36
It's so clear to me how help Unknown Speaker 14:38
confirmation screen will be actually actually and if it's not helpful, then maybe, or it's not that helpful. Maybe then it's not worth putting so much time and effort into getting all these fields exactly right or including too many or too few. Like I'm just also thinking of like working effort and the actual benefit. So I'm just I, somebody who was seriously done. Unknown Speaker 15:15
And my thinking is running along the same lines as well as Sarah, I know that the to view it. As you said some abrogated preview is not something you not only yourself, but I get the feedback from many, it's not enough. So to make you feel a little bit better, we are planning on changing the preview, that will allow pagination to the results, etc. But this is not happening in the Mallanna, it will be coming down later once we start building the query query tool. Because when you submit the list of identifiers, we can assume that those identifiers were based on some either query that you run in some other way. Or you have the set of copies in front of you, and you scan the barcode and you have them. So, you know what, that is the dataset you are acting on. Once we get to queries, when you will be running the queries, then top 10 is not going to do anything for you, because you will need to see, okay, what are the results of my of my query? And this is when we will be going to make changes on the on the preview what we can do what you can see. But this is not No, Lana, we may start talking about this in Arcade and then follow in that puppy. I think it's the name of the following results released. So it is something in our pipeline, it is just not available here. So going back, do I understand what you're saying that since the preview is only abrogated preview, and if you want to see you will need to go to CSV anyway. So there is we can be a little bit more less stringent, we can be less stringent in defining what fields need the need to be because you still will need to go into the CSV is this correct? Yeah, I think so. Unknown Speaker 17:56
Six, the word you might be looking for is preoccupied. Less free art preoccupied with the preview call. Unknown Speaker 18:06
Sarah, your hand this app. Unknown Speaker 18:09
I just wanted to follow up briefly on something that you just think it's worth noting. So I'm just because I have a stack of 20 books, and I can scan their barcodes into a file and I physically have them that does not necessarily mean that I know what is in their records. Right. So and I think this is worth noting because this happens to me all the time. So I get a list of barcodes people want them to go on display right? So I'm changing look temporary location. A pop up note for the circulation people are is also supposed to go in only sometimes it turns out there's already information there. And so then if I do a bulk thing without checking first whether or not that field already has information, which I cannot tell from just having the physical book in my hand, I will provide that information. So even we cannot assume or we should not assume that just because we have a stack of something physical that I know efforts. I hope that's Unknown Speaker 19:21
very good. That's a very good point because I didn't think about it that one thing is the copy and the other one is the record and they are not this this is good, good point as well. So, if I still would like to take a look at the questions that I have specific from the responses to to the survey, so again, we are talking about identifiers here. This is the list when you submit The identifiers. And in the responses I got one option to have the OCLC number. And my question is, is this the OCLC number on the holdings or on the on the instance level? Is there a OCLC number on holdings level? Unknown Speaker 20:21
No, only it's only on the instance level. Okay. The mark from the mark source. Yeah. Unknown Speaker 20:27
Okay. So I think someone who suggested OCLC understood that the we submit the list of OCLC numbers to identify instances and then from instances go to holdings, this is something that we will be addressing through the query. So I will table this for now, as well. The next question was about the columns. And this is how i This is the responses I got. And I assign three points to someone that was marked as important somehow important, good, two points and non important zero. And this is the list that I got the six core six columns that need to be listed, which is permanent location, HR ID, temporary location, then it's the call number without the prefix and suffix and then effective location that is currently not populated in under holdings level and Columbo with bracket and suffixes. Based on our conversation I, Sara
I would not rely on the Preview or 10 records. I would have to download them to make sure that I wasn't changing something that I did not intend to change. If I'm understanding you correctly everything will be the download file. Am I understanding that correctly? Unknown Speaker 14:12
That's correct, that all Holdings Record will be in CSV file. Sara
So, in this case of only being able to see 10, it's unclear how this will help. Maybe then it's not worth putting so much time and effort into getting all these fields exactly right or including too many or too few. Magda
And my thinking runs along the same lines as well as Sarah. To make you feel a little bit better, we plan to change the preview to allow pagination to the results, etc. But this is not happening in the Nolana. It will be coming later once we start building the query tool. Because when you submit the list of identifiers, we can assume that those identifiers were based on a query or you have the items in front of you, and you scanned the barcode. So, you know what dataset you are acting on. Once we get to running queries, then the top 10 is not going to do anything for you because you will need to see the results of the query. This is when we will be making changes to the preview. But this is not in Nolana. We may start talking about this in Orchid and then follow up in Poppy. So if is something in our pipeline, it is just not available here. So going back, do I understand what you're saying is that since the preview is only an abbreviated preview, you will need to go to CSV anyway. So we can be a little bit less verbose in defining what fields need the need in the preview screen. Is this correct? Leeda
Yeah, I think so. Sara
I just wanted to follow up briefly on something that you just think it's worth noting. Just because I have a stack of 20 books, and I can scan their barcodes into a file, does not necessarily mean that I know what is in their records. I think this is worth noting because this happens to me all the time. For example, I get a list of barcodes that need to go on display. I'm changing the temporary location. A pop-up note for the circulation people is supposed to be added. But sometimes it turns out there's already information there. And so then, if I do a bulk edit without checking first whether or not that field already has information, which I cannot tell from just having the physical book in my hand, I will override that information. So we should not assume that just because we have a stack of physical items that I know what is in the records. efforts. Magda
That's a very good point because I didn't think about that. Magda
So, if I still would like to take a look at the specific questions that I have from the responses to the survey. So again, we are talking about identifiers here. My question is about the OCLC number. Is there an OCLC number on the holdings or just on the instance. Sara
No, it is only the instance level from the MARC source. Magda
Okay. So I think someone who suggested OCLC understood that when we submit the list of OCLC numbers to identify instances and then from instances go to holdings, this is something that we will be addressing through the query. So I will table this for now, as well. Magda
The next question was about the columns. I see that we need to put a call number with separate columns, including their already talked about the holding statement, and electronic access. My concern is if we add electronic access to the preview, the rendering will be difficult at this point.
And then the following questions are similar suggested let the user manipulate the order . This is the long term goal , but it will not be happening for predefined list of columns. Magda
And the last question was about the columns in the action menu that are not selected.  Image Added
Unknown Speaker 23:18
For statistical codes - how they should be separate because this is a multiple entry field
it ? Should we use a commas separated list or a new line? I Jennifer
It looks like for notes they're using pipes. So that's probably fine for that two
pipes. And the column number . Magda
And call numbers we actually covered . We also have a response suggesting staff suppress staff suppress on the holdings. So I do believe the user or the respondent meant at the instance level and this will again be drilling down to the housings record that will be covered by the query. Electronic access as I mentioned, about its rendering of it. Is the URL only valid or do you need the type of electronic access as well ? Unknown Speaker 25:05
So I mean, I think that our use case would be, we would want to see everything but the URL because the URL is unique. And when we're doing, and maybe the CSV is enough for this, but we're frequently like, we put our platform names as the link text. And, you know, we're frequently like normalizing the material specified statements. So for us, it would really be, you know, materials, specified statements, link tags, the notes, and the type, right, we would want to correct, like somebody entered everything as version of the resource, and it is actually needs to be the Unknown Speaker 25:53
resource. And I understand this part that this, you'll may want to change that in Alana, who will only support changes to be located holdings location, temporary and permanent locations. The other fields will come later. But do you want to see this information rendered in column on the preview screen? Unknown Speaker 26:25
I don't remember if we asked for this or not in the survey. But I don't know that this is a high price already. For us. I do know that we have a use case for changing that, which is why I spoke up. Unknown Speaker 26:41
And I understand that this will be down the road to the fields that will be supported in the in approach for Holdings Record edits, but I'm not sure we need to display this data in the columns. Sure. Unknown Speaker 27:04
Remind me is the holdings type maybe likely did? Unknown Speaker 27:14
Too much? Is this good to read now, if this, Unknown Speaker 27:22
if this is just about the confirmation screen, and I do find that I think it was Lido who earlier said that it would be worthwhile having just kind of something is present or not present just to have that added knowledge that you don't got the ebook rather than the print book or you have to rent. And otherwise, I don't think we in the confirmation screen again, that all this detail needs to be there in the CSV, it does need to be there, including the URL string, which I have had to do bulk changes to our URL strings frequently. So if if the string itself gets changed, but the unique identifiers is the same, right, or they all went HTTPS, and they had all been HTTP, HTTP before, or we migrated our server for our easy proxy. And so I had to change all the easy proxy prefixes across all the holdings records. You know, there's definitely use cases for needing to change the URL in batch, but that can be in the CSV obviously. Unknown Speaker 28:42
There was one mention of the including associated order, your purchase, purchase, purchase lines put purchased or their lines. And the feedback on that. Ducking about this line, Unknown Speaker 29:06
thank you, again, that would be something more at the query level. To know, you know, that it's there. Now, I think the usefulness of the preview screen would be I'd like to be able to preview the columns that I was actually taking an action. Yeah. Thanks, think I'm starting to think about it more in in that respect, rather than as because there's so instead, you're just literally getting a preview of the first dozen or so lines. It's not, it's not good to use as a as a failsafe. But to get a preview of what your first 10 or so changes were going to look like for the L Let's since you are going to change would be useful Transcribed by https://otter.ai | 
