2021-09-09 Metadata Management Meeting notes

Optimistic Locking - Detecting and Resolving Conflicts Requirements

Informing the user that there is a conflict and how to resolve it. Kahlilah presented the group with some scenarios:

Scenario - User is not aware that someone else or the system is editing the same record until try to close it. When the user hits Saved/Close, this message could appear:
Option 1: You cannot override what was most recently saved with your update. View latest version would allow you to view the latest version of the record. This would take user to Inventory 

Charlotte Whittand others

New UX proposal - using two new subsections dividing actions for Inventory and quickMARC

1. Default mapping profile - default MARC Bib mappings:
   • Instance relationship – child instance
   • Instance relationship – parent instance  - it has been decided that the instance relationship should not be a part of the default mappings for MARC Bib records
2. Administrative data and SRS (possibly UXPROD-3254 or combination of UXPROD-2679, UXPROD-2225, UXPROD-977)
   • The administrative data includes (as presented in the Administrative data accordion):
     • Suppress from discovery
     • Staff suppress
     • Previously held
     • HRID
     • Source
     • Cataloged date
     • Instance status term
     • Mode of issuance
     • Anything else? (metadata, _version, UUIDs fields were mentioned as important)
   • What format should the data be exported: csv, json, MARC?
   • If not MARC, then do we need to use SRS instead of inventory records? 
     
     Notes: Version record number may be useful for roundtripping data. 
     Rita (via chat) - "The creation of certain lists could also be helpful for German libraries without MARC in SRS"
     
     Conclusion: Export in delimited format can be done based on Inventory Instance record, not SRS. Request to add tags, statistical code, Instance status. Magda - All fields from Instance will then be possible.  Magda will scope and come back with an overview later. This simplifies the task, however. UUID can be exported in delimited format (answer to question asked).
     
     
3. Custom mapping profile – populating the transformation form dynamically (UXPROD-3253)
   
   
4. UXPROD-1396 Generating MFHD on the fly
   • It will require adding option for saving Holdings UUIDs on the Inventory Holdings tab – similarly to Saving Instance UUIDs on the Inventory Instance tab
   • 
   • Do we need to preserve Saving Instance UUIDs on all tabs?
   • Current default mappings as defined in: https://docs.google.com/spreadsheets/d/1ac95azO1R41_PGkeLhc6uybAKcfpe6XLyd9-F4jqoTo/edit#gid=1117349574 includes:
     • holdings HRID: mapped to 001
     • associated instance HRID: mapped to 004
     • associated instance UUID: mapped to 014 1 $a
     • associated instance OCLC control number mapped to 035 $a
     • permanent location mapped: to 852 $b
     • holding statement and notes: mapped to866 $a $z
     • holding statement for supplements and notes: mapped to 867 $a $z
     • holding statement for indexes and notes: mapped to 868 $a $z
     • holdings UUID: mapped to 999 ff $i
   • Should the default mappings for MFHD be revisited? Yes
   • Do we need a default mapping profile for holdings ( like we have the default mapping profile for instances)?  Yes
5. UXPROD-142 Exporting MFHD from SRS

• • This will be possible once the SRS work is complete

NOTE:

Distinction between Custom mapping profiles and Default mapping to help group assess the spreadsheets accurately. The two processes are very distinct from each other:

• mapping-preferences - spreadsheet that defines custom mapping profiles in data export. - These come into play when the user defines custom profiles in Settings/Data Export. A custom mapping. The fields seen when the user clicks on "Transform" is driven by the Custom mapping spreadsheet.
  
  
• recommended mapping - spreadsheet covers the properties that are part of the default mapping profile. Common use case for default mapping profile: Select records in Inventory > Actions - export Instances (MARC). The MARC record appears in the Data Export app directly from that action. The resulting default record has a 999 field with UUIDs from Source Storage, another from Inventory Storage

Felix Hemme

Theodor Tolstoy