| Time | Item | Who | Notes |
|---|
| :04 | Summary | Dennis | - There is a recording of first meeting. - Recording Serials Data Alignment (First meeting)
Dennis's Whiteboard - Reviewed the problems that brought about this conversation
- Short term solution for Quesnalia Release
- Adding additional field to enumeration accordion in item record
- How will this impact existing workflows?
- Some groups don't use receiving, but do use inventory
- Some groups use receiving in different ways
- Talked about how this information gets to discovery
- Identified issue with short-term solution.
- Naming of field in receiving vs. inventory application
- Brainstormed list of possible labels
- After vote, choice selected was: "Display Summary"
- Started talking about the future
- In an ideal world, how much data should actually be duplicated
- Serials > Receicing > Inventory Item > Discovery Platforms
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| Effective Call Number | Dennis | - Susanne Gill (BVB) 8:06 AM
Is that the frontend or backend effective call number? (I need to ask for someone who isn't here)- scolglaz 8:11 AM
Yes, the Effective Call Number displays one way in the UI (backend) and then the Call Number and what I think of as the Effective Call Number version displays on the front end differently. - Back end includes prefix, call number, and suffix
- Effective call number does not pick up distinctive information for serials. Only displays information in Inventory UI. If you were to export effective call number, you are only getting the prefix, the call number, and the suffix.
- Owen Stephens 8:16 AM
The documentation says “Effective call number string. The full call number of the item, which includes the call number prefix, suffix, and copy number, as configured in the Inventory app.” - Sara - Interaction between inventory item and what actually gets pushed out and harvested. If we change everything to "Display Summary," then that is what needs to be picked up and sent to the discovery layer by FOLIO. Even if other information is present in FOLIO, should not override what gets harvested and transfered over.
- Aaron - Part of RTAC logic, sending item information out.
- scolglaz 8:19 AM
RTAC Volume
* The rules for generating "volume" are as follows:
* |data set |"volume" |
* |-----------------------------|----------------------------|
* |enumeration |(enumeration) |
* |enumeration chronology |(enumeration chronology) |
* |enumeration chronology volume|(enumeration chronology) |
* |volume |(volume) |
* |chronology volume |(volume) |
* |chronology |(chronology) |
- Colin V. (he/him) to Everyone 8:19 AM
Here is the RTAC logic that we're using in the Five Colleges (FOLIO+EDS) - https://github.com/folio-org/mod-rtac/blob/3e7f25445ff79b60690fa2025f3a426d9e57fd21/src/main/java/org/folio/mappers/FolioToRtacMapper.java#L192 - Those getting data from FOLIO via OAI may have slightly different experience than those using a service that uses RTAC
- Beverly Geckle 8:20 AM
My understanding is that OAI PMH is for the bib records. RTAC is real time feed of holdings and item data. - Owen Stephens 8:21 AM
Quick Look at RTAC and it seems to have it’s own logic for constructing the call number 🙁 - Owen Stephens 8:22 AM
The RTAC logic doesn’t include the copy number in the call number - just prefix and suffix as far as I can see - Is there somewhere else inside of FOLIO where this effective call number is displayed?
- Circulation?
- scolglaz 8:23 AM
It is also important for transmission to what other Spine Label printing service etc. Right it must on call slips etc
- scolglaz 8:22 AM
Just FYI: copy Number is also an Element for Item Effective Call Number in FOLIO UI - Yes - but not in the RTAC response I think (I’m reading the code of the fly so may be wrong but it looks to me like RTAC for some reason doesn’t use the effective call number, but rather builds it’s own version from scratch)
- Molly Driscoll 8:24 AM
Sorry just joining, but this might help with the RTAC question: https://folio-org.atlassian.net/wiki/display/FOLIJET/What+gets+returned+in+edge-rtac+response- Owen Stephens 8:27 AM
Thanks @Molly Driscoll. Do you know why it was decided not to use the Effective Call Number for RTAC? - Molly Driscoll 8:28 AM
Unfortunately, I do not.
- Aaron Neslin 8:24 AM
shows up in loan details as well - Jana Freytag | VZG 8:24 AM
It Shows up in requests
I think- Jana Freytag | VZG 8:25 AM
confirmed: Request Detail
- Rebecca Henning (5 Colleges) 8:25 AM
Isn't it the field that is searched when using the browse call number function in inventory? - Joe Reimers (EBSCO) 8:25 AM
It could potentially have bindery implications as well, if the software needs to retrieve the call number via Z39.50- Joe Reimers (EBSCO) 8:25 AM
("Software" being Able or similar)
- Colin V. (he/him) 8:25 AM
Seems to be in the POL, once it is linked to an inventory record - scolglaz 8:26 AM
Check IN shows the full all elements Effective Call Number String - Use of effective call number vs just call number
- Would expect it to be item-specific call number for anything that would show up on circulation notices.
- Absolutely the case, need to know what you are going to go pull.
- Joe Reimers (EBSCO) 8:28 AM
Once you're dealing with specific items, you need that full specificity at the call number level
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| Dennis | - Owen Stephens 8:31 AM
GBV libraries (possibly other German libraries?) do not create item records in Folio - Natalie K. 8:31 AM
Or pocket parts?
Ok, thank you! Answers my question. Thanks! Lots of law materials at my old institution didn't get item records as well. - Jackie Magagnosc 8:32 AM
Pocket parts, indexes and supplements that are not retained beyond the current year, serials that are bound later mostly don't get item records at Cornell Law - Discussion regarding German libraries' workflow where items are generated from union catalog
- A lot of libraries do not track loose issues as items, but do receive
- Natalie K. 8:38 AM
Do any libraries that have closed stacks and page material forego creating individual item records?- Joe Reimers (EBSCO) 8:38 AM
That's how Library of Congress operates, as I understand it. So, yes.
- When updating holdings, adding holding statements or updating an existing holdings statement?
- When it is bound
- Don't feel like users use serials the same way. Typically don't go to catalog to see what has been received, typically just go to shelves.
- For Ramsons release have issue for patrons to be able to see receiving information -
UXPROD-3525
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Getting issue details...
STATUS
- Have data duplicating in Serials, Receiving, and Inventory. In some cases, will not use receiving, but still use item records. In some cases, kind of happens the other way around.
- There are a variety of use cases that support different apps, so data needed to be in each othe apps.
- With Serials, increasing the amount of detail.
- Maybe not just as simple as the data should only live in one place, but you should be able to get it from somewhere, because maybe you only want to use one of the apps.
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| Dennis | - ~ :45 - For those using receiving and item records and having information populate in discovery, are these fields in the item record sufficient? (Enumeration, chronology, volume, year, caption)
- Beverly - Accustomed to MARC format, where there is a caption and a value. Ended up putting everything in the volume field (partly because of migration). For bound volumes, all a string in the volume field. Didn't come over well, suppressed all the items for serials titles. For not serials, they do display, but it is much more straightforward because they do not have the other information.
- Julie - In our item records, put everything in the enumeration (distinctive information) - regardless of whether monograph or serial. Part of it had to do with migration and part of it where existing data lived and how it gets picked up for discovery. Unusual case in that not using receiving for serials
- Owen - We know that people have made different decisions about how to use these fields. For medium to longterm, need to consider what the migration path looks like. Will be important part for those who have already implemented.
- Beverly - Wanted to clarify that what I was describing is item records for bound volumes. For issues, came up with a system of editing the holdings record. Do use enumeration and chronology there for own purposes to know whether to claim and what has been received. Do not use receiving pieces. Very few print serials at this point.
- Sara - Key that people made different decisions when they migrated. What system did you come from? What did your data look like there? What were you advised to do when you came into FOLIO? Five Colleges had data for millions of items put in that needs to be interacted with, managed, etc. For periodicals have data in enum, chronology, and volume. Have to keep it the same so that when it is dealt with will be identical. Cannot underestimate how it is working with items in inventory and how difficult it is to see the items. Trying to find things and sort them is only possible if you can, across pages, sort on chronology for example. What will we do with all these migrated things?
- ~:58 - Only option for managing items is to find Instance and browse item records.
- Single field restricts ability to search and filter.
- :01 - Maybe worth looking at general solutions in next meeting and maybe talking through those will tease out some details.
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