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2021-06-17 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 update

Bibliographic Data Flow Task Force Charge/Membership

NOTES:

  • there will ne some non-US involvement in the group
  • Khalilah and Ann-Marie will also be involved, but may not be able to join the early meetings
  • We don't just want to think about MARC and US sources of data
  • Jenn: We will get more clarity on this group for goals and what the group wants to accomplish (near term and longer term goals)
  • everyone needs to understand why Inventory of format agnostic
    • wants to update diagrams
  • want to clarify the scope of Inventory (with updated clear diagrams of data flow and relationships)
  • Kiwi release planning:
    • teams working on stabilization
    • some working on test coverage
    • as opposed to dev of new features
    • want to focus on features that are still in need of work
    • Some POs need to be appointed where they are needed 
    • JJ (how to we see what is targeted for Kiwi and what will be later)
    • final planning for this timing is still underway
    • Charlotte Whittwill update the MM SIG when that priority list is clarified 

    • from chat AM (There should be a way to use the R3 Fix version to see all of them, but like Charlotte said, using that search or dashboard right now will not get accurate results, since the R3 feature list is not finalized yet)
PC/TC election

Ballots were sent to everyone who has a FOLIO Slack account. If you are on FOLIO Slack and did not receive your ballot (check your spam/junk folders too), contact Harry K. If you consider yourself a community member and aren't on Slack, please join so you can participate in ongoing conversations and future elections.

Charlotte (via chat) - "The ballot is send out by Harry Kaplanian. But for several us it’s going into the Spam folder"

NOTES:

Just added as a reminder

Other updates/announcements

National Panic day

Bug Fest will go on as scheduled

Working groups or subgroups to report or update MM

  • UI working group will meet, maybe somebody from that group can update MM on the following thursday
  • Searching group will also want to update
  • AM could share for data-import 
  • which thursday to have this update planned?

Testrails stories needed

Charlotte Whitt
Bug Fest Instructions:

We are using TestRail application for test case editing, assignments and execution tracking. https://foliotest.testrail.io

If you are a new user of Test Rail it is recommended to watch the following videos to get familiar with the application:

      1. https://www.gurock.com/testrail/videos/introduction-projects - length 4:45 min
      2. https://www.gurock.com/testrail/videos/suites-test-cases - length 6:49 min
      3. https://www.gurock.com/testrail/videos/test-runs-results  - length 10:50 min
      4. https://www.gurock.com/testrail/videos/issue-defect-integration - length 4:37 min
List of UIIN-stories which needs to new test rail tickets written up:

type key summary assignee reporter priority status resolution created updated due
Loading...
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Several older test rail tickets could definitely also need to be updated/improved


NOTES:

  • could be  a win if SMEs could write tickets
  • Anton asks new testers to watch the videos to get to know testrail
  • CW will refine the filter so only open tickets and maybe only MM SIG POs are viewable?
  • There is Inventory and subfolders (by record type and maybe process)
  • Maybe a hands on session getting to testrail to write a testcase as a group?
  • also want to be aware of any UI changes
  • in the right pane, write the steps, also need to write what is expected from the test ( the process can be super granular if one step fails but other pass) this granularity is helpful to many
  • Staff suppress item (test case example drafting): (if testrail does not work, then go to the PO to submit a bug) / make sure to reference the JIRA being tested (add to preconditions)
  • FROM CHAT, re when permissions are a function or part of any testing preconditions (when writing preconditions where users need permissions, consideration should be made about how specific to make it. 'General edit permissions in inventory' doesn't really exist. it requires 3 permissions: Inventory: View, create, edit holdings; Inventory: View, create, edit instances; Inventory: View, create, edit items.)
    • UIIN 1381 :Result List: clear visual display if record is marked as staff suppressed
    • no DRAFT officially, but can add the word 'DRAFT' to the test case title
    • template (steps)
    • add the dev team to the test case
    • one can add blank steps in advance and then change the order of those as needed for the test case
    • leave 'type' and 'priority' as they are
    • Assume some contextual awareness in the production of test-cases, correct?
    • step 1: go to inventory and use the filter to find suppressed records
      • add expected result as text and a screenshot
    • step 2: look for icon, verify the records with suppression icon are actually suppressed
      • make sure each 'thing' is given its own ticket, don't add too many things to each test case
    • step 3: 
    • ## there is not currently a review of test cases, they are just added - though there may be a way to ask POs or SIGs or whatever to review

Laura E Danielswill create a spreadsheet of these new test cases

  • Reach out to Anton about testrail accounts
  • from chat (Default TestRail template was just changed to Steps, according to Slack)
  • some test cases might need to be renamed and moved, but also, we don't want to dupe anything
  • Need a list of the cases that need to be updated (including who write the test case and when)
  • created_date
  • PO prerogative to move test cases to Inventory root folder or somewhere else in the hierarchy
  • There is a QA person for Quickmark and data-import tickets?
    • AM is still working out those details
    • there are also TAGS stories mixed in
  • AM will add things to the spreadsheet created by LD
  • overview of dev and testing: the work the devs do is tracked in jira, teams work on different modules, when work is completed, jiras are closed, when a dev cycle closes, a feature story is usually being closed, then the next piece is to add a test case to make sure it works, so it can go into the next flower release after tested and passed in bugfest (usually a 2 week window), want to make sure all test cases are claimed: where tests happen, if passed, all good, if failed, then it goes to the PO for review,. If the code is wrong, then these become bugs are prioritized to be fixed for the next release. having SMEs help is new, which reduces work for POs
  • Anton manages all the testcase processes
  • join to request bugfest channel on slack (it is not public and does not come up in the normal search channels list)
  • ping MM SIG to join, someone will add you
Role/Scope of Inventory

Inventory FOLIO Forum in September 2018 (slides)

Working Definition (also from 2018?)

NOTES:


Regular Attendees

(alphabetical by first name)

Present?

Name

Organization


Aaron TrehubAuburn

Amelia Sutton.
        Amanda Scott

Ann-Marie BreauxEBSCO

Ann KardosUMass Amherst

Annalisa Di Sabato@Cult
xBrian ClarkUniversity of Alabama

Bob ScheierHoly Cross

x

Index Data
xChristie ThomasChicago
        xChristin Seegerthbz

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks
xDennis ChristmanDuke University

Douglas ChorpitaGoethe Uni Frankfurt
xDwayne Swigert

Lloyd ChittendenMarmot Library Network
     Douglas ChorpitaGoethe Uni Frankfurt

Dracine HodgesDuke University
        Dwayne Swigert?
xFelicia Piscitelli
x

Felix Hemme

ZBW
xJackie GottliebDuke University
xJackie MagagnoscCornell Law
xJacquie SamplesDuke University
         Janet Ewing
xJason KovariCornell
        Jeanette Kalchik

Jenn ColtCornell

Jennifer EustisUMass Amherst
xJesse LambertsonUniversity of Chicago
xJessica JaneckiDuke University

Joshua BartonMichigan State

Joshua Lambert

Khalilah GambrellEBSCO

Kristen WilsonIndex Data
xLaura DanielsCornell
        Laura Evans

Linda Turney

Lisa FurubottenTexas A&M

Lisa McCollLehigh University

Lisa SjögrenChalmers

Lucas Mak

Magda ZacharskaEBSCO

Mark Arnold

Martina Schildt

VZG

        Meghan Bergin

Molly DriscollEBSCO
        Nancy Burford
xNancy Lorimer

Stanford


Natalie SommervilleDuke University
xNatascha OwensChicago

Niels Erik Nielsen

Raegan Wiechert

Missouri States University

        Patricia RatkovichUniversity of Alabama

Patty WanningerEBSCO


Philip SchreurStanford (PC Liaison)

Raegan Wiechert

Missouri State University

xRita Albrechthebis-Verbundzentrale

Rita Lunnon

Sara ColglazierMHC/5C

Theodor Tolstoy

EBSCO
     xTim WattersLibrary of Michigan

Tiziana Possemato@Cult


Wayne Schneider

Index Data


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