/
2020-11-10 Meeting Notes

2020-11-10 Meeting Notes

Nov 17, 2020

Date

Nov 10, 2020

Attendees

@Brooks Travis

@Kelly Drake

@Tom Wilson

@Paula Sullenger

@nelle Williams

@Andrew Clark

@Michael Arthur

@Charlotte Whitt

@Catherine Smith

@Ian Walls

@Alice Daugherty

@Lindsey Lowry

@Christie Thomas

@Raegan Wiechert

@Marie Widigson

@Jenn Colt

@Martina Tumulla

@Natascha Owens

@Dwayne Swigert

@Tod Olson

@Jacquie Samples

@morganm@gvsu.edu

@Darsi Rueda

@patty.wanninger

@Robert Scheier

@egerman

@Steve Bischof

@Ann-Marie Breaux (Deactivated)

@Monica Arnold

@Patricia Ratkovich

Goals

Discussion items

Time

Item

Who

Notes

 

Production Library -
Metadata Record Management Workflows

 

Metadata record management staff from MSU, Simmons and Lehigh will walk through their workflows.

  • This is the first of what we hope will be at least several sessions focused on how FOLIO sites in production (or nearly so) handle specific actions / activities / workflows. The purpose of these sessions is not to identify or prioritize features within FOLIO that might be developed down the road; the idea is to provide an opportunity for those in production to show how they are accomplishing day-to-day library operations in the current version of FOLIO (Goldenrod). There are a variety of places we could start, we decided to begin with MARC record loading and management which would include importing records, singly or in batch, from different sources (e.g., OCLC, other bib utilities, record vendors), editing MARC records, singly or in batch and overlaying, and exporting MARC records for use elsewhere (e.g., union catalogs, record cleanup, etc.).

 

MARC Record Load Workflows and Workarounds

Staff from production libraries will demo their marc record load workflows and workarounds as they currently exist in Goldenrod.  

  • Lehigh - Lisa McColl/

    • Postponed

  • MSU -  Raegan Wiechert Mark Arnold, Brooks Travis

    • Just got overlay to work properly two weeks ago

    • They do most of their cataloging in Connexion

    • Use HRID as matchpoint because OCLC matching not working well now, should be better in Honeysuckle

    • Copy HRID into anything they are overlaying

    • Have to copy over some Sierra fields that they want to keep, there are no protected fields

    • Have a list of accidental duplicates and put the HRID into a 949 field in order to reuse the record and not have it hanging around and cluttering the db - this is done because instances can't be deleted

    • Simmons is just suppressing these - two steps, one for staff suppression and one for discovery suppression

    • Who brings in the OCLC record?  Right now they aren't linking acq records to bib records

    • Q - how do you make changes to the MARC record once it's in your system? Small edits are done with QuickMARC - if it needed massive work would work on it in OCLC and re-import it - don't use MARCEdit right  now, jut learning it

    • AMB - likes the variety of job profiles they have

  • Simmons - Andrew Clark

    • Demoed loading and editing a Kanopy record

    • Simmons receives electronic items, goes to OCLC and downloads a record

    • They edit in MARCEdit, not OCLC - one of their people is using QuickMARC

    • Then use data import from MARCEdit to FOLIO

    • In FOLIO they don't see much helpful about the status of the import

    • Q - why is the URL in both the instance and the holdings? Duke is not planning to use items or holdings for electronic resources - If using EDS, have to use the item record for it to display

    • Using HRID as the barcode in order to use it for Courses

    • Still working on streamlining

    • Honeysuckle will allow for more editing pre-import, and in Iris will be able to load single records without using data import

    • Batch record imports - still not sure about system stability with large batches

    • AMB - for repeatable fields, Honeysuckle will fix a couple of things that appear unclear now

    • Q - how do you make changes to the MARC record once it's in your system? - hasn't come up much, have been able to use QuickMARC so far

    • Still maintaining their OPAC, using VuFind and EDS

 

MARC record editing

  • Editing prior to loading into FOLIO

  • Editing after loaded into FOLIO

    • Export

    • Edit

    • Re-import

  • Using QuickMARC

 

MARC record exporting to third parties

Jacquie - UX-PROD-1245 One-time escalation of permissions - is this something we should have in other apps, not just Circ?  For ex, if a supervisor needs to help someone, doesn't have to log in & out.  Where do we bring this up?  AMB - add comments or use cases to the UXPROD.  Tod - be wary of repercussions to security

 

 

Recording

 

The recording of this session is available at  https://drive.google.com/drive/folders/1L1GNBEc_pxiOL4dzeCa2-ZJT-8ARPChe - Start at 5:30

 

Future topics

 

Acquisitions to Inventory (MARC records)

Next week - more MARC record (cataloging) demos - Chalmers, Lehigh, Bywater

Action items