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2023-11-09 Metadata Management Meeting notes

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Date

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Note taker: Laura Daniels, Lynne Fors (11/02/23), Alissa Hafele (11/09/23), Natascha Owens

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

Announcements

No announcements

Updates from MOL team for Poppy

MOL team started work ~1/2 year ago. Focus is Metadata Management/MARC record management and working to provide services for Polish libraries to implement FOLIO. They presented earlier this year about MARC templates functionality: 2023-05-25 Metadata Management Meeting notes.

008 field in proper order in quickMARC

  • Previous order was not based on order defined by LOC
    • Catalogers are used to LOC character positions
  • Added hint in each to make subfield clear, e.g. ctry = place of publication,...

Improved authority linking

  • Previously clicked on reference term and go to MARC authority record to see corresponding authorized term then go back and start search over with found authorized term.
  • Now in top right there is Link button with hint that says Link <authorized term> , click link and it automatically links to authorized term

Added relevant sort to Inventory App

  • Will be covered when Inventory Search is presented in coming weeks

Questions:

Did you consider changing Start date/End date to the MARC Date1/Date2 (since these are not necessarily start or end dates)?

  • Names are derived from OCLC, but agree would be better to change the names to Date 1/2.
  • Khalilah: Will add as enhancement request to change the labels. Challenge to know whether to follow OCLC or LC
  • Laura: When there is a discrepancy we should follow LC MARC because OCLC changes are always very OCLC specific.
MARC cataloging updates

Presentation - slide deck includes all functionality since Iris

Experimenting with change to release notes using overview above. Please provide feedback to Khalilah. 

Inventory App

  • Create new MARC bib record via UI
    • From Action menu - New MARC Bib record. Not templates but needed pre-req
    • Required to update LDR
    • Hit save and close, SRS and connected Instance is created
  • 008 order improvement - see MOL above
  • 008 handling improvements
    • Can edit quickmarc even if bad 008 was loaded

MARC Authority App

  • Automated auth control linking
    • if you have assigned permission you will be able to click "link headings" to automatically link headings to bib fields. Only works if eligible bib field has a $0 - no string matching.
    • Can set up which fields should be eligible for automated linking. Tenant level configuration via API only. No UI setting.
    • Currently 6xx is disabled by default (until subject thesaurus validation is in place) but this may change for Poppy.
    • This is not a batch feature. Only supports single record automation via the UI.
    • Question: what happens if you have $0 but have not loaded auth records?
      • If user doesn't have permission then the link button will not appear.
      • If permission is not disabled and link is attempted, the red toast will appear that says "we haven't found any records"
  • Failed link bib report
  • Improved manual linking - see MOL above
    • Additional improvements since Orchid
      • Auto-populate bib field values when linking
      • Default to search and browse based on bib values

Key bugs and enhancements addressed

  • See slides for details

Search and Enhanced Consortia Support will be covered at future MM SIG meeting





PC update

2023-11-09 Product Council Agenda and Meeting Notes

Announcements: TC is setting down a subgroup on translation/multi-lingual support in FOLIO. Purpose is discussing the possible direction the project might want to go with this.

PC subgroup - SIG working group report and discussion: 

  • New SIG reporting process
  • SIGs vs Working Groups (typical time bound; but some formed under a PO)  
    • SIG setup checklist 
    • Entity Management/BIBFRAME SIG discussion at future PC meeting (11/30/2023) - Felix and Raegan are invited
    • Data Import, which is an ongoing group, that might be a prime candidate for changing from working group to a SIG, with a SIG convener from the community (MM-SIG, Acquisition-SIG)
    • BELA (Bulk Edit & List App working group (MM-SIG, UM-SIG)


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