2024-07-25 Better Sample Data Meeting notes

1. Actions items

   • Action items (7/15/2024):

     • Populate spreadsheet of reference data (AF)

     • Develop a Google Form for SIG responses (AF). This will tell us which types of reference data we need to create ourselves and which types we can source

     • Check about effort needed to get a fresh export from Chicago and documentation on the process (TO)

     • Set up next meeting (YK)

   • Actions items (6/25/2024) Identify the respective SIGs (CW)

2. Identify

   1. types of data used in each of the apps as well as data at the tenant level - move the table to spreadsheet 

   2. Reference data by app

      1. Loan types, fund codes, call number types, etc.

   3. Record types by app

      1. Orders, order lines, users, instance/holdings/items, etc.

   4. App settings

      1. Data Import job profiles, Inventory export targets, etc.

   5. Tenant-wide data & settings

      1. Libraries, location codes, service points

      2. Consortial partners & relationships

      3. Permission sets

   6. Insert links to GitHub repositories – CW - is this still relevant

   7. Also solicit data samples from respective libraries - e.g. Order data as mentioned by Maccabee Levine (Lehigh)

Documents:

• High Quality Data in Reference Environments (original)

• Sample Data Needed for Snapshot

• Amber created a spreadsheet as a starting point: https://docs.google.com/spreadsheets/d/11wdDG0JDiglWROQPChCYHkD6jrpm1HXJz2tCzH_ZsyI/edit?gid=0#gid=0

• We need to match modules that store data with their SIGs, can use Kristin’s work as part of the Application Formalization work: https://docs.google.com/spreadsheets/d/1a2b1nxnKk6wcZnY2OtsG0kFa4r4UJe-WpuAg2CUEqjI/edit?gid=960337456#gid=960337456

• Here is the most up-to-date list of modules: FOLIO Module/JIRA project-Team-PO-Dev Lead responsibility matrix

How did Chicago share data?

• Exported out. Inventory data is relatively safe for sharing

• How did we officially share the data?

• Can we share bigger sets of data for BugFest, and then create a smaller set for Snapshot?

• Chicago data was originally scoped to Inventory, and did not contain connections to other records.

• How do we deal with different institutions' data?

  • What does the environment that we are putting the data into need to look like?

  • What should the FOLIO BugFest actually be managed

  • Maybe we need to carefully curate the reference data in advance of getting the data

  • Libraries should be testing the logical portion of features, and not full workflows

  • We’ll want to iteratively update BugFest dataset across different areas

  • What’s in BugFest right now? Verify different types of data and what is working for people?

    • Can we clean this up with SIG help?

    • Would it be worth getting a fresh Chicago export of Inventory Data. Tod will investigate the effort for this

Do we need a consortial data set?

• Start with non-consortial first, then go with consortial

• Hold off on consortial issue for now

5 min

Future meeting times

Find a regular meeting time - once a week, or bi-weekly