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2020-03-05 Metadata Management Meeting notes

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Date

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

Recordings

Recordings of meetings can be found in the Metadata_Management_SIG > Recordings folder on Google Drive: https://drive.google.com/drive/folders/0B7G8S7WF6N20YUM4My1oRTIxSHM

Discussion items

Product Council Update

Former user (Deleted)  - Would you mind filling this in? I was late to the party today! Sorry! – Lisa McColl


MM rep for Forum Facilitators GroupLaura E Daniels

This is not a huge time commitment and is a good way to get to know more about FOLIO at a broader level. It's also pretty fun.

Laura has been doing this for a couple of years & is happy to answer questions.

Please let Laura know if you are interested!

Item Status/Item StateLaura E Daniels

Outline for item status/item state cross-SIG subgroup: https://docs.google.com/document/d/1gAHFXj2ULd2rcPC6Z3G6allux4fs2B1gGEnT5SNKpQQ/edit?

Please let Laura know if you are interested, before the end of the day next Monday. Looking for a small group.... Projected time: Weekly meetings for 1 hour, occasional hour of work, meeting for several months.

Charlotte - Most of the discussions around this has involved only the Resource Access SIG, up until now, but broader impacts are being felt and seen now. 

Business logic is being built around Item States, and at this point cannot be tweaked.

Subgroup & other updates?
No announcements were made.
Moving Holdings and Item RecordsCharlotte Whitt

Slide deck: https://docs.google.com/presentation/d/1uKwQYo37AsUQfbEOVVDfKgLsJFCvmdr9BU49cApKkvg/edit#slide=id.p

UXPROD-137 - Getting issue details... STATUS

There have been three meetings with this group. This is a work in progress. Kimie Kester is working on wire-frames for this functionality. Chalmers is struggling with this issue, so while it is not cap-mvp, the issue is being attended to. 

  • As much as possible, existing coding will be reused. Example: drag and drop
  • Terminology: "Move" will be used to stay consistent with the rest of the FOLIO (as opposed to "relink" or "transfer")
  • Three scenarios have been defined: 1) Moving items between holdings in the same instance record, 2) Moving holdings and all of their items from one instance to another instance 3) Moving selected items between holdings in different instance records
  • Future plans: "Context-dependent" behavior, Dependencies


Dennis (Duke) - There is a field in the MARC Holdings record that needs to be changed when the holding record is moved. The MARC Holdings record needs to reflect the attachment to a new Bib/Instance

Sara - Orders in FOLIO "know" about the Instance, Holdings, and Item. Charlotte - when item is moved, the data living in item will move. Data outside of item such as loan info, order.

Possible bonus: Introduction to FOLIO of a dual screen. 

  • A keyboard drag and drop alternative is being worked on FOLIO wide. 
  • Is "dual" view limited to two? Answer: Had not discussed. Plan at the moment is two un-editable windows. 
  • This should be included in a batch edit mode as well.
  • Will moving holdings and items be available through APIs? This is actually currently possible one at a time through the API. Concerns expressed that doing so now could cause data corruption if business logic is not in place in API. Risky. OLE users experienced corruption when first implementing this feature. Caution of broken dependencies. 
  • Is there a way to move orders after they have been set to open status? Ann-Marie will check with Dennis. 
  • Charlotte will note additions to future scope.


A OCLC single record import update (next week)

  UXPROD-976 - Getting issue details... STATUS


Chicago, Cornell, Duke and Texas A&M are working on this with Index Data. Representatives from each group will be informing the development. 

Mike Gorrell will join MM SIG for an update on the work March 12.



Inventory Documentation Edit-a-Thon


Will be happening March 27 12-4pm Eastern Time:

Inventory (Inventory tips and tricks page)

For every app there are pages of documentation - some are placeholders.

Action: Volunteers needed to collaborate on creating documentation for Inventory pages. It does not have to be in a perfect final form. You can start to record information. If you need a wiki logon let Laura know. She will help you get a log on. Laura wondered if people would want to participate in a virtual "editathon". 

Ann-Marie suggested using this page as a model for a similar page for Inventory - Settings - Reference data

>Individual Apps: Information, Tips, and Tricks

>Inventory


Alternate Graphical Representations

aka Multiple Graphical Representations

ready to submit to Tech Council?

https://docs.google.com/document/d/1e6zlt7Gsd50W1HsRWWM6aerClXYe1l7XACaInVuWcoE/edit

Future MM meetings

Do we want to start formally splitting meetings between development and implementation discussions? Have a more organic structure? Something else entirely? What future topics would you like to discuss?

https://docs.google.com/document/d/1u1tvfVxn6i3fTImrWWCYHlh7RT5cf3_G7YgDuxKob4M/edit

Future meeting topics


REP-234 - Getting issue details... STATUS (overlap analysis) need to collaborate with RM – Chalmers is interested as well (incorporates Inventory & e-Holdings plus ???) see also REP-92 - Getting issue details... STATUS

Statistical codes: type = "Action" – create list of recommended values

Refine the result list - work planned for development Q3 2020

UXPROD-1634 - Getting issue details... STATUS  and slide deck about hierarchical display of result list

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 format (FOLIO, MARC and more) and Source of truth (SRS, LIBRIS, K10Plus and more). 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.  UXPROD-2249 - Getting issue details... STATUS

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)

UXPROD-140 - Getting issue details... STATUS

UXPROD-2180 - Getting issue details... STATUS

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 statuses and the apps that affect them - https://docs.google.com/spreadsheets/d/19_aA7bhRIxhcC6Gz-rK_LrfOtz8F5VaOmOcsFsdGU8I/edit#gid=2006676577

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

UIIN-864 - Getting issue details... STATUS

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

https://issues.folio.org/browse/REP-234

https://wiki.folio.org/pages/viewpage.action?pageId=78336464

present?

Name

Organization


Aaron TrehubAuburn
      Alice Krim

Ann-Marie BreauxEBSCO
xAnn KardosUMass Amherst

x

Charlotte WhittIndex Data

Christie ThomasChicago
       Christin Seegerthbz

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks

Dennis ChristmanDuke University
     Douglas ChorpitaGoethe Uni Frankfurt
xDracine HodgesDuke University
x

Felix Hemme

ZBW

Filip Jakobsen

Jacquie SamplesDuke University

Jason KovariCornell

Jenn ColtCornell

Jennifer EustisUMass Amherst

Jessica JaneckiDuke University

Kristen WilsonIndex Data
xLaura WrightCornell

Lisa FurubottenTexas A&M
xLisa McCollLehigh University

Lisa SjögrenChalmers

Lynn Whittenberger
xMagda ZacharskaEBSCO
regretsMartina Schildt

VZG


Mary AlexanderUniv. of Alabama

Nancy Lorimer

Stanford


Natascha OwensChicago

Niels Erik Nielsen

Patty WanningerEBSCO
XRita AlbrechtHeBIS-Verbundzentrale

Sara ColglazierMHC/5C

Tiziana Possemato

Theodor Tolstoy

EBSCO


Wayne Schneider

Index Data


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