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Recordings are posted Here (2022+) and Here (pre-2022)                   Slack channel for Q&A, discussion between meetings

Requirements details Here                                                                    Additional discussion topics in Subgroup parking lot


Attendees: Ann-Marie Breaux (Deactivated) Khalilah Gambrell leeda.adkins@duke.edu Monica Arnold Raegan Wiechert Mary Campany Adam Cottle Christie Thomas Hansie Grignon Heather Macfarlane Jackie Magagnosc Jacquie Samples Jeanette Kalchik Jenn Colt Jennifer Eustis Jessica Janecki Joshua Barton Julia Corrice Lloyd Chittenden Lucas Mak Natalie Sommerville Natascha Owens Taylor Smith

Morning Glory

...

  • Manually linked MARC Authorities and MARC Bibs, and the impact on Data import (Khalilah - 55 mins)
    • If you have time before the meeting, please add your comments and questions to the following wiki pages: 
    • Discussion
      • Quick overview of the mockups for manual linking (see slide deck attached below)
      • Then discussion of the the various cases documented in the above requirement docs
      • Questions and comments
        • Derive - often derive from print to create an e-resource record - would be good to have the links for any headings in the original record carry over to the derived record (Christie, Jacquie)
          • Per Josh, Mich State uses on a limited basis - A would probably be best
        • Concern about system load when importing updated authority records that trigger lots of impact to headings in linked bib records; comment that some large authority loads take days to complete in their current system (Jennifer)
        • Concern about a linked bib heading/authority record heading just matching on $0 or full text string; would absolutely want to have control over any automated linking in the system, plus rich reporting on what did or didn't happen (Christie)
        • Permissions:
          • Manual linking will be separate from regular quickMARC edit/derive permission
          • Automated linking will also have a separate permission
        • Overlaying a MARC Bib via Inventory Single Record Import
          • Maybe bringing in a new copy of the record from OCLC - if the values match, keep the links; if the values don't match (or don't existing in the new version of the record), then no links
            • Matching: aim for $0 match if present in incoming record; if no $0, then exact text string match as secondary option
            • Need to discuss further when we get to auto-linking
          • Maybe until auto-linking, only preserve the links for existing fields if the existing field and the incoming field have the same $0; do not try to do any text-string matching; then make it more sophisticated (perhaps) when we get to auto-linking
        • Data import updates a MARC Bib record, and a linked heading in that record conflicts with the authorized version of the heading in the authority record (scenario 7 in the bib record interactions doc linked above)
          • see updated doc - several scenarios
        • Might it be helpful to add other examples to tease out different handling preferences? e.g. in Scenario 7, we had
          • 100 Angelou with $0 being updated to Angeloo with $0 (typo, different from authorized form, report - still TBD - update the Bib 100 or not?)
          • 100 Angelou being updated to Twain, incoming field had different $0 (unlink, update, don't report)
          • 100 Angelou with $0 being updated to Angelou without $0 (unlink, update, don't report)
          • 100 Angelou with $0 being updated to 700 Angelou with $0 (keep linked, update, don't report)
    • Mockups for manual linking (see slide 11 especially for how the links display in MARC Bibs):
      Widget Connector
      urlhttps://docs.google.com/presentation/d/14KaOeC04Y_UThBMGUnSMFjHjx_fykT-Q8NigFNqClfw/edit#slide=id.g116f1226fe9_1_104

Upcoming meetings:

  • 31 August 2022 


Comments (A-M forgot to copy the last bit of chat, but will get it from the Google Drive and add)Comments 

From Natalie Sommerville to Everyone 01:04 PM
Brb-- handling some office furniture moving logistics.
I'm back!

...

From Ann-Marie Breaux to Everyone 01:47 PM
That's good to know, Jessica - that if libraries have not routinely received or retained $0s, they may be able to get updated versions of the records with $0s

00:58:48 Jacquie Samples -- Duke: Good points, Christie! I take back what I just said about wanting a report on this kind of change. :)

00:58:51 Jessica Janecki: Agreed Christie.

00:59:11 Jenn Colt: These scenarios don't sound like what #7 is asking

00:59:12 Jacquie Samples -- Duke: I am presuming that the SRS data is really gone/updated to the new fields.

00:59:57 Jenn Colt: the $0

01:01:42 Jenn Colt: i have to go sorry

01:01:44 Jacquie Samples -- Duke: That presumes, though, that the new Authority record IS ALREADY in FOLIO. We don't load authorities for entities not already present in the catalog.

01:01:53 Jacquie Samples -- Duke: I have to run, sorry!!

01:01:57 Jessica Janecki: yes

01:01:57 Mary Campany: I've got to go, but I'll see you all later!

01:02:00 Ann-Marie Breaux: A fundamental question or maybe element of the design - can we agree that if a field in a MARC Bib is linked to a MARC Authority record, then the data for the bib field MUST match the data for the Authorized heading?

01:02:12 Jessica Janecki: no need for a report for routine stuff

01:02:34 Jacquie Samples -- Duke: +1 Jessica.

01:02:41 Jessica Janecki: sorry I have to go too

01:03:09 Natalie Sommerville: I also have to go. Bye everyone.

01:04:12 Joshua Barton: Gotta run. Thanks for the discussion.

01:05:03 Ann-Marie Breaux: Definitely feels like we'll need to have a further meeting on this. I'll talk with Khalilah about next steps

01:05:33 jeanette kalchik: Whenever we overlay E-Resources our $0 from our authority vendor get wiped out.

01:05:59 Ann-Marie Breaux: That's a really good point, Jeanette - what happens if the incoming record does not have $0

01:06:40 Ann-Marie Breaux: Based on what Khalilah just said, the link goes away, but we can live with that in the case of manual links

01:07:00 Christie Thomas (she/her): I think that is what should happen if the $0 goes away just to be safe.