2021-03-05 Resource Management SIG Notes

• Product Council Minutes 2021-03-04
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• Product Council Minutes 2021-02-25

Dennis Bridges search

• Display of Piece Info on Holding records (in Inventory)
• UXPROD-2373 - Getting issue details... STATUS
• example focused on enumeration and chronology
• There is a 'display on holdings' toggle in the receiving are
• also a 'suppress from discovery'
• can choose a location selection to pick a new holding for a piece if needs be
• from chat (Will there be a default holdings to which the PO is attached? )
• Possible conflict about 2 features about displaying holdings in receiving
• from chat (Question: to clarify what I am seeing: Should we be putting Volume 1 rather than just 1 in the Enumeration field? )
• Setting up a default for receive locations for a title
  • Maybe should expose the location in the POL in receiving if that default needed to be chaned
• from chat (Virginia, it is tentatively given a location, but made 'official' by the cataloger? local workflow?  // Answer: yes, and it's just info that resides on the order and we ignore forever after (at Duke))
• Some have started using subscriptions records because it allows some ease of use in some things (In Aleph)
• There is a publication pattern functionality as part of this process
• From chat (What’s the purpose of the Enumeration field? )
• Enumeration data can point to the item level (important for the public)
• helpful to the machine
• What about keeping the caption field, but adding the enumeration and chronology fields?
• So, in inventory, enumeration and chronology can be seen in the receiving history
• from chat (Owen S) (I think MARC holdings supports 6 levels of enumeration and four levels of chronology )
• say: season, year on chronology side / volume, issue on the enumeration side (4 pieces of side that relate to the item in a serial holdings record)
• from chat (The MARC approach is complex (natch) but it’s designed to allow for a lot of real world variance )
• from chat (in 855 MARC use the following subfields: Subfield Codes Enumeration caption: $a - First level of enumeration (NR) $b - Second level of enumeration (NR) $c - Third level of enumeration (NR) $d - Fourth level of enumeration (NR) $e - Fifth level of enumeration (NR) $f - Sixth level of enumeration (NR) $g - Alternative numbering scheme, first level of enumeration (NR) $h - Alternative numbering scheme, second level of enumeration (NR) Chronology caption: $i - First level of chronology (NR) $j - Second level of chronology (NR) $k - Third level of chronology (NR) $l - Fourth level of chronology (NR) $m - Alternative numbering scheme, chronology (NR) )
• Question from chat (Why not follow the MARC standard? )
• from chat (I think that there has been some debate or back and forth on the MM SIG about supporting MARC holdings in FOLIO / not sure where that landed)
• from chat (this is a good example: 853 22$81$av.$bno.$u4$vr$i(year)$j(season)$wq$x22 863 41$81.1$a3$b1$i1944$j22 )
• from chat (I think MARC is a good source for understanding the complexity - I just don’t know if we want to just tie our implementation to MARC )
• from chat (at this point I am hoping to just better understand what those fields mean and do ... as in FOLIO / What is Enum, what is Chron, what is Volume on the Item screen ... and what do they do )
• from chat (the problem is the editors who sometimes use volume, other times numbering, whatever they want to invent as numeric and chronological )
• We want to make sure that info captured in receiving in represented in Inventory
• Dennis will work on one more update to the piece layout
• By default, the FOLIO displays in discovery at receipt (and is not suppressed)
• Also, displaying in receiving history accordion on the holdings record
• Dennis says to add comments on the wikipage or on the JIRA issue noted in the left column
• from chat (We would not create item records in Inventory for issues that are received as parts in Receiving, but have items for the bound volume) (Same for UChicago)
• need some way to browse the received items
• can search receiving for titles and see those items received associated
• Please rank feature: UXPROD2893
• ##
• Question: How to get a history of what is received?
  • esp as related to cat seps?
  • being paid for on a continuation record
  • how to think about a 'container' record

Receive all on approval on invoice

Dennis Bridges

• next week

UXPROD-2893 - Getting issue details... STATUS Print/save order and order lines as PDF