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

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System JiraSystem Jira

Notetaker?
Jennifer Eustis
Announcements


MM SIG is cancelled December 23rd and 30th. Next meeting: Jan 6 2022
Release Notes/Changes

Jennifer Eustis 

Bugs:

  • Data Export new Issue: Only 1 Electronic Access type from the FOLIO Holdings records is exported.
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  • Data Export and Data Import flow: View Source disabled in Kiwi, concerns exported files being reimported with the 999. See workaround in issue.
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  • Data integrity issues (Kiwi bugfest): Testing encountered issues of not being able to edit an instance record via quickMARC or the MARC and last updated date/time for holdings records.
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  • Data Import sort by Record column: Testing revealed that this isn't working properly in Kiwi bugfest.
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    server

    See our New MM SIG Release Notes Highlights wiki page.

    • Question about the edits by different users on the same record. Which ever user saves second will cause the edits of the first action from the other user to disappear. Optimistic locking will be turned on for Lotus. For Data Import, most of the time the issue will be on the user side where the manual updates will take longer.
    PC update

    There were updates for all the SIG conveners. For MM SIG, the discussion revolved around more timely announcements when underlying functionality changed that had implications for institutions. The example were changes to property names that broke some of the reports. Jennifer Eustis has volunteered to dig into release notes and changes.

    Minutes - 2021-12-09 Product Council/SIG Conveners Meeting notes  (SIG Convenor updates are part of this page)

    Inventory update. New features

    A look at Inventory plans - Kiwi and Lotus. Slidedeck

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    MODSOURMAN

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  • Data Import Spikes:
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    • Slow downs encountered when data import job is running for single imports and overlays
  • Meet the teams which include Roadmaps.

    Kiwi Release Notes: These are still being worked on. Here are some highlights below grouped by topic or app:

  • Data Export:
  • MARC Holdings records:
    • And Data Import: MARC Holdings during data import flow, we should use pre-defined MARC Holdings source (which is created in the reference data with pre-defined id = 036ee84a-6afd-4c3c-9ad3-4a12ab875f59).
    • Functionality in Kiwi: This wiki page explains how you can test MARC holdings records in snapshot.
  • Administrative Notes:
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    3271

    This is about swapping postgres sql to elastic search and is currently being worked on. For Lotus, the filters will display the number of records. The switch to elastic search also includes the Instance Lookup component.

    Record header: In the item record, now you can link directly to holdings or instance record.

    Bound with UI display has been worked on which includes the icon. The item record has a new Bound with accordion. The bound with work here is when items are being related to multiple holdings. See Bound with slides.

    POL's can be connected to holdings and items and and now can be seen in holdings via the element called Acquisition which provides POL data in that holdings record that links out to the POL in the Orders App.

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    2867

    1925

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    581
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     These concern the holdings, items, and instance records. We are some steps closer to the administrative notes for

    3089

    Under optimistic locking, errors messages will be more human readable. Browse will also be a new feature for the Inventory search in addition to Administrative Note in instances, holdings, and items.

  • Mapping rules: This only applies to institutions that have custom mapping rules. This is for the marc-bib.
    • If you have both custom and the default mapping rules, make sure to follow these steps for consistency:
        1. Send GET request to  /mapping-rules/marc-bib to retrieve the mapping rules
        2. Send PUT request to /mapping-rules/marc-bib and put in the body the result of step 1 
        3. Use the script to clear irrelevant records in the db (make sure the correct tenant name is used in the script)
  • quickMARC permissions:
    • View and edit MARC holdings record
  • OAI-PMH
    • Holdings without associated items are now included in the response
    • Harvesting times have improved. Baseline reports and release comparisons. To implement this, you will need to run the reindex (see release notes)
  • Source Record Manager/Other: Jira LegacyserverSystem Jira

    Sorting by publication date will be available as well as being able to search by index title. For Morning Glory, there are plans for a hierarchical display of the result list and improvements on how to present data in the 3rd pane and adding summary data of the instance.

    Query searches are useful for searching for options that are not in the drop down. One big win is that the number of results from the search is exact with elastic search. Right now this number is the exact count of instances.

    Tips for query searches (https://docs.google.com/spreadsheets/d/1u7kjVh-lQahp-SUEGgGWDyw65LtYRXEdYi_lyier2k4/edit#gid=901484405
    ). The tabs have examples for each record type. Does the query search support boolean search? Charlotte will explore that more. Eventually there will be advanced search that will support boolean searches.

    What about statistical codes?  This might be implemented on the back end already and are documented. This is a facet and needs to be explored.

    Keyboard shortcuts have been implemented. There are a couple of bugs when using it for holdings and items. Everything will be ready for Lotus for all FOLIO record types.

    Navigation improvements: At the top of the holdings record, the instance title is now a link that brings you to the instance.


    Bound-with APIBound-with APIDemo how to use the bound-with API to create bound-with relationships as long as we are waiting for UXPROD-3080
    • Demo how to use the bound-with API to create bound-with relationships as long as we are waiting for UXPROD-3080

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    • This concerns creating a new API and db table that should store and represent information for the Data Import landing page. More for those using the API or accessing data via the db (such as LDP, perhaps Panorama?).
  • Identifier UUIDs as text values rather than json stream changed approved. This will help those working with the API or accessing the data via the db.
  • PC updateInventory update. New features

    A look at Inventory plans - Kiwi and Lotus. Slidedeck

    3080

    In the future, the Accordion table will include hotlinks. Right now, it is just information. Also, the item that is linked to multiple holdings should show up when you view those holdings. This is work to be done.

    Using the API, you can create, edit, or delete these relationships. This will work in Juniper but will only display starting with Kiwi.

    Is there an indication which holdings record has the item attached to it initially? There is a flag at the instance level which is true or false. When there is a bound with relationship, the instance title changes color.




    Chat


    Regular Attendees

    (alphabetical by first name)

    Present?

    Name

    Organization


    Aaron TrehubAuburn

    Adam CottleSkidmore College
    xAlissa Hafele

    Amelia SuttonU Mass-Amherst

    Amanda RosTexas A&M
    xAmanda ScottMiddle Tennessee State University
    xAnn-Marie BreauxEBSCO

    Ann KardosUMass Amherst

    Annalisa Di Sabato@Cult

    Brian ClarkUniversity of Alabama
    xIndex Data
    xChristie ThomasChicago

    Christin Seegerthbz
    xColin Van AlstineSmith (FC)

    Damian BiagiWestern New England Univ
    xDennis BridgesEBSCO

    Dennis ChristmanDuke University

    Douglas ChorpitaGoethe Uni Frankfurt

    Dracine HodgesDuke University
    xDwayne SwigertMissouri State

    Felicia PiscitelliTexas A&M
    x

    Felix Hemme

    ZBW
    xGregory Edwards
    xJackie MagagnoscCornell Law

    Jacquie SamplesDuke University
    xJanet BaldwinMichigan State

    Janet EwingMount Holyoke College

    Jason KovariCornell
    xJeanette KalchikStanford University
    xJenn ColtCornell
    xJennifer EustisUMass Amherst
    Jesse LambertsonUniversity of ChicagoxJessica JaneckiDuke University

    Joshua BartonMichigan State

    Joshua LambertMissouri State

    Kara Hart

    Kathleen NortonMount Holyoke

    Khalilah GambrellEBSCO

    Kristin MartinUniversity of Chicago

    Kristen WilsonIndex Data
    xLaura DanielsCornell

    Laura EvansAmherst College

    Linda TurneyMiddle Tennessee State University

    Linh ChangStanford
    xLisa FurubottenTexas A&M
    xLisa McCollLehigh University

    Lisa SjögrenChalmers

    Lucas MakMichigan State
    xLloyd ChittendenMarmot Library Network
    xLynne ForsWellesley
    xMagda ZacharskaEBSCO

    Mark ArnoldMissouri State

    Martina Schildt

    VZG


    Meghan BerginU Mass-Amherst
    xMatthew HarringtonDuke University

    Molly DriscollEBSCO

    Nancy BurfordTexas A&M

    Nancy Lorimer

    Stanford

    xNatalie SommervilleDuke University
    xNatascha OwensChicago

    Niels Erik NielsenIndex Data

    Patricia RatkovichUniversity of Alabama

    Patty WanningerEBSCO

    Philip SchreurStanford
    xRaegan Wiechert

    Missouri State University

    XRita Albrechthebis-Verbundzentrale

    Rita LunnonStanford

    Robert (Bob) ScheierHoly Cross
    xRyan TamaresStanford
    xSara ColglazierMHC/5C

    Susan PonischilGrand Valley State Univ

    Theodor Tolstoy

    EBSCO
    xTim WattersLibrary of Michigan

    Tiziana Possemato@Cult
    xTracy Patton


    Wayne Schneider

    Index Data

    ...