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2021-02-25 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

PC updateYFormer user (Deleted)

Agenda/Notes

  • Will need to identity how the MM SIG can help Charlotte
  • will hope to catch bugs earlier, before bugfest, and this is cheaper to fix
  • the whole bugfest race will start again, right after the previous bugfest race
    • so, trying to balance out that rate of bugtesting between bugfests
    • expecting more testcases and more specific and granular testcases then for bugfest would result
    • This new bugtesting process will get more people into the weeds in FOLIO
  • Wondered if a specific person would take on a role for a timeframe to help this bugtesting process (not casual, very important)
  • from chat (

    We did the writeup of testcases early in the beginning of the ERM project. It was a good way to get familiar with the app and find strange behavior)

  • Core functional team capacity
    • diminished starting soon
    • FOLIO needs more developers
    • they do dev for Inventory and many other apps
    • for instance, results enhancements may get slowed
    • Are there ways to contribute needs, is there an easy way to contribute code back to FOLIO?
      • WolfCON topic?
      • it needs to be easier for local devs to contribute CODE to FOLIO (as opposed to just using the local code for local needs, but that could be helpful in a wider community)
      • comment: (the project should not have to rewrite the code all new if a local institution has made something that could be contributed back
      • Attempting to think about the issue of limits in programmer resources
      • There is a survey about this, but this issue just needs to be continually raised
      • some folks are making local things because they have come to expect that the FOLIO contribution plan and portal is not easy or clear
      • Comment: the code and community could be more robust if the local contributions could be added easily
      • But there is always a balance between local staff time for local work and larger FOLIO code contribution (which helps the whole project)
      • Even when institutions come together and make funds available, this process takes a LONG time
      • from chat (It is quicker to develop locally. )
      • folks are getting frustrated
        • we need a faster turn around
    • cofunctional
      • working on different scenarios
Other updates, announcements
  • QuickMARC subgroup has met twice
    • authorities and biblios are under conversation have been talked about
    • holdings are next on the larger agenda
  • data-import updates?
    • maybe update from Ann-Marie later
DocumentationJesse Lambertson

Would something like this page: Circulation Documentation - Needs be useful for MM? If so, how to organize? By workflow? By app? Other?

TO DO: next week – make decision about this

Documentation Group –

lessons of the day

  • keep settings-related info in mind as part of documentation
  • note expectations for future releases as such
  • connect issues (JIRA) to the documentation
  • FOLIO glossary in the works – use that terminology in the documentation (consistent vocabulary)
  • use UI/screenshots as well as text
  • unified style – using google team guide

Documentation drafting will take place in google; when approved will be pushed to GitHub

"Tips and tricks" part of wiki is not being updated as part of this work, but we should still contribute to that (needed in interim), some of that also may be migrated in future (Dennis will get clarification on role of tips & tricks)

Ann-Marie will keep adding to tips & tricks

question: how will updates be happening once the docs are in Github? (will need to be an ongoing process)

add link to Github docs at top of tips & tricks?

If you are creating features in JIRA, add link to documentation

Glossary terms: think about words that require disambiguation between apps (example: "note" or "check in")

MM documentation being broken into 4 areas with point-people by app: Inventory (Jesse); Data Import (Dennis); Data Export (Robert); Lisa (quickMARC)

from chat and spoken by Charlotte (Again here - we need to be aware that we do not create a huge administration overhead. It needs to be easy to add updates. If getting an update in, is being time consuming, then we’re at risk that the Documentation get not updated. )

"

Maybe once base documentation is in, we could devote 30 minutes in MM SIG every couple weeks reviewing and identifying gaps/updates, at least until it's more complete" (Ann-Marie)

maybe to add comments in the wiki for Documentation needs

from chat (For those of us managing Jiras, there are similar expectations about creating TestRail cases when the Jira is completed. I cannot keep up with those, so I use tags (labels) in the Jira issues to keep a running tally of tests I need to write. I can imagine doing something similar for documentation. Having some label so that I have a list of documentation that needs to be created/updated for newly-completed Jiras )



Mode of Issuance, Other Reference Data:

deviating from defaults (such as note types, identifier types, alternative title types)

Conversation continued from last week's meeting

In case it helps, the definition of reference data is: Data that are referred to by other records in the system (see: https://wiki.folio.org/x/XwEuAg and https://wiki.folio.org/x/jjcuAg for more information)

Documentation of current implementation

To Do Today:

Document specific examples for developers: e.g., how we would like to be able to customize reference data (adding, deleting, changing)

Google doc for working draft (Laura will turn this into a wiki page if appropriate)

present?

Name

Organization


Aaron TrehubAuburn

Ann-Marie BreauxEBSCO

Ann 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

Dracine HodgesDuke University
x

Felix Hemme

ZBW

Filip Jakobsen

Jacquie SamplesDuke University

Jason KovariCornell

Jenn ColtCornell

Jennifer EustisUMass Amherst

Jessica JaneckiDuke University

Joshua BartonMichigan State

Kristen WilsonIndex Data
xLaura DanielsCornell

Lisa FurubottenTexas A&M

Lisa McCollLehigh University

Lisa SjögrenChalmers

Lynn Whittenberger

Magda ZacharskaEBSCO
regretsMartina Schildt

VZG


Molly DriscollEBSCO
xNancy Lorimer

Stanford


Natascha OwensChicago

Niels Erik Nielsen

Patty WanningerEBSCO
xRita Albrechthebis-Verbundzentrale

Sara ColglazierMHC/5C

Tiziana Possemato

Theodor Tolstoy

EBSCO


Wayne Schneider

Index Data


        xJesse LambertsonUniversity of Chicago
     xRaegan Wiechert

Missouri States University


Patricia RatkovichUniversity of Alabama

Khalilah GambrellEBSCO


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