2025-10-22 Data Import SIG Meeting Notes

2025-10-22 Data Import SIG Meeting Notes

Recordings are posted Here (2022+) and Here (pre-2022)                   Slack channel for Q&A, discussion between meetings

Requirements details Here                                                                    Additional discussion topics in Subgroup parking lot

 

Attendees: @Christie Thomas @Jennifer Eustis @Vivian Gould @Katie Rahman @Yael Hod @Jeanette Kalchik @Ryan Mendenhall Kimberly Wiljanin
Notetaker: Melissa Lohrey

Links:

Agenda: 

Topic

Who

Meeting Notes

Related Jira

Decisions/Actions

Announcements

ALL

CT mentioned that the Data Import Lab meets Thursdays from 3–4 PM
EST.
Data Import SIG meeting notes and documentation links were shared
in the chat:
ohttps://folio-org.atlassian.net/wiki/spaces/DISIG/pages/
1215135747/2025-10-22+Data+Import+SIG+Meeting+Notes
ohttps://folio-org.atlassian.net/wiki/spaces/DISIG/overview
ML attended her first Data Import SIG meeting and volunteered to take
notes

 

 

Review pages:

Filing a new topic

Check status of a ticket

 

MVP Discussion (at the same time of a new release)

  • CT raised concerns about how topics that are discussed but not acted


upon can stagnate. She emphasized the need to tie these discussions
into the broader conversation about MVPs.
oVG also raised concerns about tracking topics that are discussed
but don’t result in JIRA issues.
oVG suggested adding links and brief synopses to the Data Import
SIG documentation to indicate discussion outcomes, as well as to
indicate whether the topics were being reviewed.

  • CT explained that some features have been requested repeatedly but


never prioritized or documented properly. She gave examples like the
inability to update instance holdings and items in reverse order, which
causes workflow issues.

  • CT suggested that these unresolved topics should be captured and


slotted into the “big picture” of MVP planning, so they don’t get lost.
oCT proposed that the group should not have to dig through old
topic lists to remember what was requested but not
implemented.

  • CT also questioned how decisions are made about whether a feature is


in scope for the MVP and how to promote such features into JIRA.

  • RT outlined two possible outcomes for topics:


1.The group decides the issue is already supported in FOLIO.
2.The group agrees it requires an enhancement and should be
added to JIRA.

  • RT offered to help by creating a skeleton JIRA feature ticket based on


discussions, which could be refined later.

  • RT also noted that others with JIRA access could create tickets, and


existing JIRA stories could be expanded into full features if needed.
JE walked through the process of logging new ideas not found in JIRA
using the implementer spreadsheet.
JK recommended including the contributor’s institution in the
spreadsheet in case follow-up was necessary.
Documentation and Establishing Processes
CT emphasized the importance of formalizing the Data Import SIG’s
processes and creating documentation that reflects current practices.
CT renamed the bug reporting page from "Data Import Filing a bug" to
"Data Import Reporting a bug" based on a suggestion, and also to
better reflect the group's goals.
CT encouraged feedback on the new wiki pages via Data Import SIG
meetings or Slack.
JE added that comments can be made directly on wiki pages by
logged-in users.
Collaborating and Meeting with Acquisition SIG
YH asked about a follow-up meeting with the Acquisition SIG.
CT proposed scheduling the meeting for November 5 to allow time for
preparation and focus on bugs related to FOLIO acquisitions and data
import.
JE suggested prioritizing order-related issues and giving Acquisition SIG
members at least two weeks’ notice.
Process for Reporting Topics
JE walked through the process of logging new ideas not found in JIRA
using the implementer spreadsheet.
VG raised concerns about tracking topics that are discussed but don’t
result in JIRA issues.
VG suggested adding links and brief synopses to the Data Import SIG
documentation to indicate discussion outcomes, as well as to indicate
whether the topics were being reviewed.

JK recommended including the contributor’s institution in the
spreadsheet in case follow-up was necessary.
Handling Unresolved Topics in the Data Import SIG Topic Tracker
CT discussed the challenge of tracking unresolved but important
topics, using the example of updating instance holdings and items in
reverse order.
CT emphasized the need for a better system to manage feature
backlogs and ensure that topics don’t go unresolved.
VG and JE agreed that discussed items should be documented clearly,
even if they don’t lead to JIRA issues.
Need for Volunteers - Topic Tracker Decisions, Documentation, and
Spreadsheet Updates
KR, VG, and AF volunteered to help with documentation and
spreadsheet updates (ML did as well, but forgot to say so out loud).
They supported the idea of shared responsibilities, suggested creating
guidelines for volunteers, and having working meetings to go through
the Data Import Topic Tracker.
It was suggested that there may be a need for an additional Data
Import SIG recurring meeting to go through the Data Import Topic
Tracker.
oSome participants agreed on having additional meetings, but
indicated that their schedules may not permit them to attend all
meetings.
Data Import SIG Process Documentation
CT and JE acknowledged that the process for turning topics into JIRA
issues is still being developed.
CT proposed using meeting time for collaborative documentation and
process mapping. She also emphasized the need to establish and
clarify responsibilities.
RT outlined options for creating JIRA features, including drafting
skeleton tickets and refining them over time.

Upcoming meetings/agenda topics
The group agreed to use future meetings for both topic discussion and
process refinement.
JE will add a new section called "Housekeeping" will be added to the
agenda to track unfinished discussions, decisions, and agenda items
that the group did not have time to address during previous meetings.
The topic, and agenda item for this week’s meeting - "Infield mapping
profile: allow option to add if not a duplicate" - will be discussed next
week as a real-world example to test the process.
CT agreed to post in relevant Slack channels about the November 5
meeting.
JE to add a "Housekeeping" section to the agenda.
Need for volunteers to help define and document the process for
converting Data Import topics into JIRA issues.
Use next meeting to discuss the infield mapping profile topic and refine
the documentation process.
Housekeeping Items
Next Topic: “Infield mapping profile: allow option to add if not a duplicate.”
Meta-Discussion: Use the topic to explore and document the process of
moving ideas into JIRA.
Housekeeping Section: Will be added to the agenda to track unfinished
discussions and decisions.
Action Items
CT to post in relevant Slack channels about the Nov 5 meeting.
JE to add a “Housekeeping” section to the agenda.
Seek volunteers to help define and document the process for converting
topics into JIRA issues.

Use next meeting to include both topic discussion and process refinement

 

 

New Topic

 

 

 

 

In field mapping profile allow option to add if not a duplicate.

 

JK asked about the topic titled “Infield mapping profile: allow option to
add, if not a duplicate”, seeking clarification on its meaning and status.
JE acknowledged the topic and admitted it didn’t sound quite right
(“doesn’t sound like English”), indicating it might need refinement or
clarification.
JE proposed using this topic as a real-world example in the next
meeting to walk through the process of evaluating a new idea and
determining whether it should become a JIRA issue.

  • JE suggested the group could use the discussion to also


explore and document the meta-process for how topics
move from suggestion to JIRA ticket

 

 

Use API to copy and create job profiles

 

 

 

 

Jira Issue that needs review

 

 

 

 

https://folio-org.atlassian.net/browse/MODDATAIMP-1232

 

 

 

 

Discussion at time of a flower release

 

 

 

 

Roadmap Discussion (At same time of a new release)

 

 

 

 

MVP Discussion (at the same time of a new release)

 

 

 

 

Upcoming meetings/agenda topics: --

 

Chat: