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Notetaker

Caitlin Stewart 

Announcements


From Jana Freytag: I wanted to bring the CDL-Subgroup to your attention again. We are a subgroup of the RA SIG and are looking for input by MM folks on Controlled Digital lending processes in FOLIO. We have a new and hopefully better fitting meeting slot (Tuesdays 12 - 1 pm EST). We have the slack channel #cdl-subgroup and agendas here: https://wiki.folio.org/display/RA/2022-11-08+CDL+Sub-group+Meeting+Notes


November 24 meeting will be cancelled because of Thanksgiving in the U.S.

PC update

Sharon Wiles-Young 

  • Onboarding working group- to help new members and institutions implementing FOLIO to introduce and join the community, to provide a sense of belonging in community, understand community needs and resource needs
  • Bugfest starting and also the Implementers SIG will devote their meeting time to testing 
  • FOLIO China announced 2 new members to bring a total of 18 implementing libraries
  • SIG meetings: discussed summarizing the notes and concerns from all the SIGS and finding critical needs and trying to take action
  • Community Council summarized comments from institutions about what could be better in FOLIO and provided an overview slides of comments and action items that need to be addressed by the FOLIO governance teams
    • Discussion of what PC should address. Onboarding, roadmap/priorities, resourcing and development contributions to the project



Jennifer Eustis 


MM SIG Release Note & Other Highlights

  • Check MM dashboard
  • Please sign up for Bugfest




Inventory UX

Charlotte Whitt 

Raegan Wiechert 

Discuss simple vs advanced search

Simple Search

Search on Locations - tricky because locations are hierarchical structure

Decision: add ability to search on null value in simple search interface

Need to be able to do an exact title search e.g. "starts with" / left-anchored

Need to be able to filter on an exact title search

Tradeoffs - if we add browse capability then we lose filters

Could we add way to search for invalid UTF-8 filters

Question: what is the best way to display results? Maybe be more a question of how to display results (rather than what's returned)

Include numbers / identifiers in simple search?

How will authority records be handled? How will we know which LCCN we are searching against?

  • Right now MARC Authority goes against MARC authority app - need examples of different types of prefixes and different types of normalization


Advanced search

  • Should include all simple search options plus additional items
  • Suggestion: have a dropdown for each of the 3 record types and then a second dropdown for the element we are looking for (e.g. permanent location in holdings, material type in item, and statistical code in Instance)
  • Idea - save query then combine with filters
  • Need ability to search by Note types
  • Need ability to save and share queries
    • If there is a query manager, need a way to track last time used, share notes on it etc to prevent clutter in large orgs
    • This would be a new app
      • As an intermediary step you could download a query from the query manager and load into an app to run query or edit it
    • Need fuzzy and near searching
    • Question: how does elastic search handle "And" from "Romeo and Juliet"
    • Wildcards
      • exists in simple search
      • have a ticket in to mask characters in advanced search (not yet implemented)
      • Should also be able to use wildcard in advanced search
      • Is there a way to escape the asterisk in search? Some collection names have asterisks.

Capture notes: UI Search Enhancements

Action Item: Please review and contribute use cases to  UI Search Enhancements by  

Charlotte Whitt provide list of reserved characters in search interface  







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