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2023-08-03 Metadata Management Meeting notes

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Date

~ Charlotte Whitt Felix Hemme Laura E Daniels Natascha Owens Lisa Furubotten Nancy Lorimer Christine Schultz-Richert Ann-Marie Breaux (Deactivated) Alissa Hafele Christie Thomas Colin Van AlstineJennifer Eustis Lynne Fors Mary Aycock Małgorzata Gajkiewicz Natascha Owens Amanda Ros Ryan Tamares

Recordings of meetings can be found in the Metadata_Management_SIG > Recordings folder on AWS from 2022 onwards: https://recordings.openlibraryfoundation.org/folio/metadata-management-sig/

Discussion items

Notetaker
Charlotte Whitt 
Announcements

Ann-Marie Breaux (Deactivated) - Data Import log now support updates for multiple holdings and items, and other refinements - UXPROD-4079. Planning an intro meeting at the Data Import Lab session (on Thursday, next week). An extended test is planned in the Foljiet Rancher environment. Will do test the following week. 

Laura E Daniels reminds about the need for one more volunteer to help write up the user documentation for Inventory, QuickMARC, Data Import, Data Export, and MARC Authority. 

PC update

There was no regular agenda, but instead a working meeting together on Zoom, where the PC focused on WOLFCon planning and cooperative prep in that area. 
Discuss browsing instances by title functionalityChristine Schultz-Richert 

UXPROD-3671 - Getting issue details... STATUS  

Requirements for browsing instances by titles, incl. uniform titles, and name-titles (collected works, e.g. musical scores):

Laura mentioned that the expectation would be left anchored and begins with, and then as for other browse functionality that the result is listed with 5/6 result previous result in the top and then the highlighted result. 

The title browse should include everything in the Title (All) index - so this include instance Resource title, Series title, Index titel, Alternative title (including Uniform title).  

Laura E Daniels pointed out that at WOLFcon there will be a session, where we can discuss MARC mapping of 7XX fields, and also Analytic titles (730, 740). 

Christine Schultz-Richert asked if Titles (all) should not include Series titles? Here Laura E Daniels answered that Titles (All) should also include Series titles, and then have a specific browse option for Series titles. 

More usecase can be added to this wiki page: Browse Use Cases. Dead line for adding more usecases - 1 week from now. 


Saving records <and performing action>

Laura E Daniels Natascha Owens, and Felix Hemme has worked on a proposal for saving records in Inventory (instance, holdings, item) and quickMARC (bibs - but not MARC Holdings). For now MARC Authority was not considered in the proposal. 

Felix Hemme explained that right now in quickMARC there are multiple buttons: 'Save & keep editing', and 'Save & close'. Ideally the buttons should be configurable, but for now we need to get to a consensus. 

Collect feedback on https://docs.google.com/document/d/1mVJijipoWkZNjKzgM0RMBD07BwdoF5Wwy6xLX3rIAOc/edit?usp=sharing

The proposed solution is inspired by Postman-like model (as illustrated below) with a single button for default that includes a drop-down menu option for sub options

 

If the proposal is doable in Inventory, quickMARC, then the working group will bring this back to the App Interaction SIG, and discuss with also the UX designers, and this behavior could be adopted by all apps having records which are editable.

There was a discussion if use of 'cancel' - the X - in the upper corner in edit mode of instance, holdings, item was an option, but here there was some push back using this 'escape'.

 

Based on the conversation here Laura E Daniels has updated the proposal. Laura and Felix encouraged people to add comments in the document. Laura will add two polls on the #metadata-management to get feed back from FOLIO users of Inventory and quickMARC.

Felix  pointed out that we should have Keyboard short cuts for the misc. ways to save the records too.










MM Dashboard with Bulk Edit

Chat:


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