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Product Council Update

The Product Council meeting centered around logistics for the Product Council business meeting. They talked about the Special Collections/Archives working group. This may result in a future FOLIO Forum. They are not yet ready to form a SIG.

A convener is still needed for the Privacy SIG.

 Announcements 

Laura Wright - UC Boulder will be MM-SIG co-convener

MM-SIG "general get-together" at WOLFcon: https://docs.google.com/document/d/1PfAfzrJNEIsFhg3G_W022VV0zMx58vbe7uw27gcacrM/edit - Charlotte suggested looking at the Instance/Holdings/Item UX with Kimmie. Lynn asked that we put our names next to the time we are available on the attached doc. There is some space that has opened up. If you will be at WOLFcon, please put your name on the document.

WolfCon Draft agenda here: https://docs.google.com/spreadsheets/d/1jmjRAKBXJN2i1qPLOjdbeqi5xndTPyKzrDKuB8MeeBQ/edit#gid=958073271

No Zoom MM-SIG meeting next Thursday

Charlotte asked that the document list all working groups and attendees.

Laura asked that everyone please contribute package use case to this doc:

https://docs.google.com/spreadsheets/d/1BPBpjNeY4SXQVYP15lP44dYMareq9w9RptPi-ewkCXI/edit?usp=drive_web&ouid=112414101181151475827

Group & Subgroup Updates
Charlotte - Analytics and Bound-withs working group, the next meeting will be at WolfCon where they will present the consensus they have developed.
Inventory UX follow-up

Patron information display discussion with Emma B. (Product Owner for Loan); also discussion about item notes - use for descriptive metadata; use for circulation. Also talk about having the Item record metadata element Number of Pieces separated in two fields (Number of Pieces + Description of Pieces)

Per Charlotte:

  1. a holdings specific Notes field has been identified in the spreadsheet - see row 39: https://docs.google.com/spreadsheets/d/1kdYx63J0KoqR3-LUHuPAzERgj8WE0OQ08rzuCaJaHWs/edit#gid=139536469 - discuss
  2. an item specific Notes field has been implemented, and a qualifier can easily be added

___________

Patron Information in Item Record

Emma - What is the specific concern about borrower information? Is it the number, the name, or both that is the problem?

Jacquie - Expressed concern that any access to borrower information is not desirable, whether it is via barcode or name.

Ann-Marie - Can this be controlled by permissions?

Emma - If the barcode was visible, but patron info could not be accessed, would that be acceptable? Could the permissions be controlled in the user's app?

Dennis - Wondered if unique id is a FOLIO id or an institution id. Showing an institution id fully could have negative implication.

Lynn - In cases when checkouts are to "users" that are really workflow targets, such as the bindery, it is useful to have the barcode.

Laura - Can we leave borrower out of Inventory entirely.

Jessica - Good idea if there was a link a user with permissions could get easily

Christie - Wondered if the item barcode could be the active/inactive link to circulation.

Felix - Also, the FOLIO item id could be used.

Emma - Concluded that it is OK to have a link to that information. It cannot be displayed on the screen. And permissions will determine whether or not link to circ will be active. Another suggestion made was to display part of the patron's id.

Circulation Checkin Notes, Checkout Notes

Emma - One idea is to make available a box for item notes that will trigger a circ notification/popup if checked.

Lynn - Should notes by default display to the public or not?

Jacquie - Suggested the institution be the one to decide, not the system. It should be configurable by the institution.

Lynn - When we talked about types of notes, what did we say we needed to accomplish?

Laura - Did we talk about MARC notes? For example - they use a 583 note. They put them in bib and item records. The preference is in item record.

Jacquie - By "public" in FOLIO - we're do not necessarily need to think about the public, only the FOLIO users.

Charlotte - It would be useful to get an overview of what user notes are being thought about. She suggested starting a document with notes and the type of notes.

Dennis - There may be confusion between MARC "action notes" such as the 583 field and notes that FOLIO needs to interact with. When we think about MARC notes, these may be things our discovery layer, or MarcCat need to interact with, but not the circulation.

Lynn - We artificially store notes in the MARC record, that must stay there, but are more appropriate in the item record.

We can discuss this after Wolfcon. Emma would like to know what the MM SIG is thinking about notes as we continue the discussion.

Inventory<>MARCCat intersections & dataflows

Paper prepared for the WOLFcon session on Inventory and MARCcat on Tuesday 5/8 at 2:00 - 3:30 pm: "How MARC cataloging app and inventory fit together" https://docs.google.com/document/d/1b_DVh1CGaUQmFu6kMp4R44WUKMpMQ8fP5RVhaEv4eFk/edit

Presentation of the paper and initial discussion. Planning of the WOLFcon session.

Terminology for the Codex SearchCharlotte Whitt

Terminology for the Codex Search - the conducted usability test shown some confusion re. the terms: Codex, Local, Holdings Status. But this might be more a question about we're missing the build in help text - see Jira UISE-5 (

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUISE-5
), but it can also be a more general problem.

Action items

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