2019-11-14 Metadata Management Meeting notes

• Charlotte: Reaction of FOLIO with union catalogs Charlotte Whitt  - please elaborate - sorry I lost the thread of what you said. Example: Chalmers will need different metadata sources. How is the FOLIO metadata data flow and is the flexibility sufficient, or do things need to be redone?
• Ann-Marie (via chat): "Is there value in a general (non-SIG) session on how various parties use Inventory? Catalogers, Circ staff, Acq staff, including E or only physical? WOLFcon seems like a good opportunity to get folks from the various areas together to hear each other and understand each other's use cases more."
• Christie Thomas (via chat) "I think it is also important to revisit the requirement to make inventory a flexible display. There are a number of elements that we don't require at Chicago so would like to suppress from display. In that way we have the ability to customize our use of inventory. I am sure that is also true of others. "
• Ann-Marie - Single Record Import? Laura said that if there is something to show, it could be worked in. Felix also said a demonstration of their Union catalog to FOLIO may be possible by January, in which case they can demo the functionality.
• Aaron - Special Collections and Archives groups are looking at how FOLIO's Inventory could accommodate special fields. Jason - What is esoteric to one library community could be core data to another community. Laura - it may be good to give this topic time and space at WOLFcon. Is this the same conversation as how Inventory be used. There are people at Texas A&M from that community. Christie would like to revisit the core elements. For example, material type will not be used at Chicago, yet it is required in FOLIO. 
• Ann-Marie (via chat): "Would a session on the long-ignored Codex be worthwhile? Maybe as part of a convo on whether/why you put info in Inventory for eResources?"

Please contribute ideas: https://docs.google.com/spreadsheets/d/1VEVZT4U8IO9Wztx72xR2zmuLz5A-dlhvgARmdA7DvUU/edit#gid=0

Filip Jakobsen suggests to use Message banner (a new component) to display if an instance record is marked as: Suppressed from discovery, Staff suppress, or Previous held, or holdings/item is marked Suppressed for discovery. This use is intended as a MVP solution: https://ux.folio.org/docs/guidelines/components/message-banner/ Post-MVP we aim for ux consitency with MARCcat.

STCOM-592 - Getting issue details... STATUS

Source of truth (SRS). Review the FOLIO metadata flow based on test of the newly implementation of edit freeze of records in Inventory when having only SRS and Inventory installed.

Inventory, MARCcat, Data Import Permissions interaction review

Search enhancements - possible also look at more general requirements for defining search, e.g. when to use: Phrase search, Truncating (left and/or right), Stemming, Nested search, Boolean search, etc. (TC and MM task)

Authority Data and Inventory Vision (small group work first)

Discovery – need to clarify sources of data for discovery vs. data needed for operations; this needs to be documented for the entire FOLIO community and direction should come from Product Council

Item record statuses and the apps that affect them

Music / Maps / Media cataloging review of data elements in Inventory

Texas A&M may have a music cataloger that can help.

Christie offered to load cartographic and music data from other libraries into their test FOLIO instance.

Jennifer (via chat): We should also look at video as well. Videos have other standard numbers EAN for instance and fields that people like to search and discovery them by

Felix Hemme

Theodor Tolstoy