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JIRA Epic: UXPROD-652 - Getting issue details... STATUS

The Metadata Record Export subgroup will work on defining requirements for FOLIO implementation of exporting metadata (bib, holding records and authority records) from Inventory and SRS modules.  Acquisition and User data is outside the scope of this subgroup.

Subgroup Members:

NameOrganization

Time

Zone

TitleNotes
EBSCOESTVP, Product ManagementData Import subgroup convener & PO
University of ChicagoCSTHead, Data Management Services
Charlotte WhittIndex DataCETSenior Analyst. Product ownerPO for Inventory. Implementation analyst.
Dennis ChristmanDukeEST

ZBW, KielCESTMetadata Librarian
CornellESTMetadata Operations Librarian
UMass AmherstESTMetadata Librarian
CornellESTAssistant Director, Metadata Production

Convener for the Metadata Management SIG

Magda ZacharskaEBSCOESTProduct Owner
VZG, GöttingenCEST
Acquisitions, cataloging, ERM
Sara ColglazierMount Holyoke College (Five Colleges)

EST


ERM & Discovery Services (but also cataloging and acq for e & print subs & standing orders, batch record loading)


Topics/possible requirements:


TopicNotesSubmitted byAffiliation
1Export MARC-XML

Jennifer Eustis: Could you clarify? After export, do you want to keep MARC bibs in FOLIO, or create the MARC bib on the fly, export, and then discard? Thanks, A-M. Unfortunately I didn't get any explanation on this. I think it might be just a format for a particular person in the Five Colleges who prefers to work with xml rather than the binary.

5 Colleges
2Export Holdings records in MARC21

This is for local holdings records (LHRs) to be uploaded to OCLC. At UMass Amherst, we use it to reflect what we have for those records with a 866 in the holdings record. For UMass, it wouldn't be necessary to keep these MARC holdings records. We just need to export the data as MARC to generate a file that can be exported and downloaded. This file is then uploaded to OCLC's Collection Manager to a data sync collection. Generally we do keep these files "just in case" on a local server. These files are not keep in our ILS in any way. Jennifer Eustis Good point, and highlights another requirement - store a copy of the exported file (though not in Source Record Storage or linkedup to the Instance holdings info)

Jennifer EustisUMass Amherst
3Export a list of OCLC numbersThe Five Colleges will have 5 OCLC symbols. To keep OCLC holdings in check, institutions need a way to create a set where you search for active (ie not suppressed) bib records (would this be inventory now?) which have active holdings that belong to that institution. For instance, for UMass I need to export the OCLC number from the bib record where those bib records are active and have holdings for UMass and are active.Jennifer Eustis5 Colleges
4Export bib recordsThe Five Colleges will need to be able to export bib records based on several key factors in both holdings and item records. As we are merging a percentage of our bib records, the criteria for export will sometimes be based on holdings and/or items. For instance, Smith needs the bib records for their text book collection - search for bib records that are active and where active holdings are for Smith and the textbook collection.5 Colleges

Slack Channel:  #metadata-rec-export

Google Docs Area: 

Links to meeting recordings:

2020-10-22: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_w5pq782p

2020-10-15: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_ulkipcr5

2020-10-08: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_0gy3p59l

2020-10-01: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_mtqq2ig9

2020-09-24: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_o28zav7p

2020-09-17: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_bvr2adyt

2020-09-10: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_xa6zazwq

2020-08-27: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_j0j7ytt3

2020-08-20: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_wwscop62

2020-08-06: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_0epdbkp7

2020-07-30: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_pr2dqfiw

2020-07-23: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_kuynk5u3

2020-07-16: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_6gw8ieke

2020-07-09: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_mbjlltk4

2020-06-18: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_kvdkrjkh

2020-06-11: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_pb6pr2rn

2020-06-04: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_2s0eep0r

2020-05-28: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_6ne5i64c

2020-04-30: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_3nwrcudk

2020-04-23: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_m90damac

2020-04-09: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_2wdw9hl0

2020-04-02: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_2smpohy4

2020-03-05: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_y6wj6txq

2020-02-27: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_d4nxm5x6

2020-02-20: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_g9r72sw0

2020-02-06: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_ni4zhl4v

2020-01-30: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_8wlqmrx3

2020-01-16: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_g4cx59sk

2020-01-02: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_csp0xwmr

2019-12-12: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_wtovmghj

2019-12-05: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_6e5gul5c

2019-11-21: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_dy11npsj

2019-11-14: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_n9hpc8oc

2019-11-07: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_9r1mzdjv

2019-10-31: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_qmx0wwpm

2019-10-24: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_a4sdgslu

2019-10-17: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_m729sv5d

2019-10-10: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_dojlmrj5

2019-10-03: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_bg2kming

2019-09-26: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_14m8tlfl

2019-09-19: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_cgr3u0cp

2019-09-12: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_hzz7ppxt

2019-09-05: https://vod.video.cornell.edu/media/Metadata+Export+%28FOLIO%29+meeting/1_u317y4hx


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