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. Electronic access has several fields and are long. It would make the display pretty difficult. So how do we concatenate, or do we leave them out?
Leeda
I could see again 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.
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 all the elements in separate columns, including their call number type. So we 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. One of the respondents suggested let the user manipulate the order. This is the long term goal, but it will not be happening for Nolana. So for now we need to have a predefined list of columns.
Magda
And the last question was about the columns in the action menu that are not selected.
Unknown Speaker 23:18
For statistical codes - how they should be separate because this is a multiple entry field? 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.
Magda
And call numbers we actually covered. We also have a response suggesting staff suppress. There is no 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, worries me 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
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