2025-06-26 Metadata Management Meeting notes

Meeting URL: Join our Cloud HD Video Meeting . The meeting password can be found here.

Date

Jun 26, 2025

Note taker

Katie Rahman

Recordings

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

Item	Presenter	Notes

Item	Presenter	Notes
Announcements		WOLFCon preliminary schedule is available: WOLFcon 2025: Schedule (You may need to log out of Sched to see it). Jennifer and Laura discussed possible changes to the schedule to prevent conflicts for metadata related sessions. Jennifer: Presenters should receive confirmations via email today or tomorrow. Schedule will be posted to the WOLFcon site after July 4. Some sessions and the key note speaker need to be finalized. Jennifer and others are working on a focus group to holistically manage e-resources in FOLIO-both in the Inventory app and ERM. An announcement to recruit volunteers will come out this month. The focus group will not start until after WOLFcon. Library of Congress is going live with FOLIO this weekend.
Discussion of MARC searching in the UI – continued	@Khalilah Gambrell	Continue the discussion from2025-05-01 Metadata Management Meeting notes , talk about questions and next steps forward. Homework: Please add comments and popular queries to this wiki page prior to the meeting. During the meeting on 2025-05-01 Metadata Management Meeting notes, the MM SIG discussed MARC UI Searching Requirements and workflows using MARC searching. Khalilah’s key takeaways from this discussion on May 1 was that the MARC search will be used for data cleanup and wrangling. Based on this discussion, Khalilah created MARC Search UI - Requirements analysis. This is a working document to add comments and ideas. This document was discussed during the meeting: Topics discussed include: REGEX search Opinions expressed: Due to this functionality being in MARCedit, many catalogers are comfortable with regex searching. Concerns were expressed that some library staff may not be comfortable with regex. Power users want this functionality, so regex should be included. However, it should not be the only search option. Should it be included in the Inventory or MARC authority app in addition to the query builder in the Lists or Bulk Edit apps? Opinions expressed: Several members agreed it should be included in the Inventory and MARC authority app. Some members preferred that it is only an option in Lists. For example, some libraries are moving away from MARC and development resources should not only focus on that one source. Also, this functionality is currently being worked on for Lists, so there would be duplicate development work to include this in the Inventory app. Also, MARC searching in the Inventory app will continue the view that this app is a cataloging tool only. Inventory app developers should focus on all users. In the Lists app, the records should contain hyperlinks so users can go directly to a record from the Lists app results. A MARC search in the MARC Authority app makes sense because MARC is the only source option. Having this search in the Inventory app streamlines the workflow. Some groups of records can only be found through searching MARC fields. If you are unable to perform a MARC + Instance record search in the Lists app, there is an argument for having a MARC search in the Inventory app. Users could perform a MARC search and use the Inventory app filters. Khalilah will confirm with Kathleen whether you can search MARC and FOLIO fields in one query in the Lists app. Based on our discussion, Khalilah stated that there is a need for a MARC search in the Lists, Inventory, Bulk Edit, and MARC Authority apps. She will talk with other POs and share further details with MM SIG in future meetings. Khalilah asked if anything is unclear in the MARC Search UI - Requirements analysis document. Also, she will figure out a way to track the priority. There was a question about ECS support. Vivian explained that with ECS each library has access to a shared database, and they have their own library database where they can store MARC, Inventory, and MARC Authority records that other libraries do not have access to. It is important to have the ability to search shared tenant records and local tenant records in the same search. When discussing the “Questions” section of this document, Khalilah asked the group whether this work would affect other apps, such as Data Import. She will ask other POs as well. It was also mentioned that there should be consistency between searches. The Cross App discusses this often, but it is difficult because different types of data lead to different types of searching, and consistency can sometimes lead to things not working well. https://folio-org.atlassian.net/wiki/spaces/FOLIJET/whiteboard/1078820881 was discussed. It was suggested an alternative MARC query builder. However, this may be an issue if combining MARC and non-MARC searches. MM SIG members are encouraged to add their own mockups for how the MARC query search should look in the UI. You can add your own mockup on this wiki page by going to the “MARC Search- UI” folder and select “Whiteboard”. There is also a way to upload your own image under this folder. This topic will be discussed in future MM SIG meetings.



Product Council updates	Charlotte Whitt	No meeting this week.
BELA (Bulk Edit and Lists App)	Jennifer Eustis	No meeting this week.
Data Import SIG	Jennifer Eustis	The Data Import SIG meet earlier. Here's a brief summary of the meeting. If you are upgrading soon to Ramsons, check out these release detail notes for DI On 7/23, Jeannette Kalchik, Kalli Mathios, Alissa Hafele, Sheila Torres-Blank, Mary Company, Emily Semenoff will lead a discussion on working with authorities in particular related to DI and batch processes. We are still looking for 2 volunteers: 1 to cover lab on Monday at 9am and 1 to cover a 4pm PST slot. We discussed, UXPROD-4080: Review and fix MARC Updates for individual fields. Ryan solicited use cases for this. He will be reviewing our comments with the development team and come back to us with updates.

Chat

10:30:53 From Laura Daniels to Everyone:
2025-06-26 Metadata Management Meeting notes

10:32:15 From Laura Daniels to Everyone:
2025-06-26 Metadata Management Meeting notes

10:34:34 From Khalilah (EBSCO) to Everyone:
brb

10:35:35 From Khalilah (EBSCO) to Everyone:
back

10:37:07 From Jamie (they/them) to Everyone:
Quick question, should speakers have received notice yet? I got an email that I was added as a speaker on Sched and have a scheduled time, but just wondering if I should have received anything else at this point

10:38:24 From Jamie (they/them) to Everyone:
Okay great, thank you for all your hard work!

10:42:56 From Laura Daniels to Everyone:
MARC Search UI - Requirements analysis

10:46:54 From Sheila Torres-Blank (she,her) to Everyone:
RegEx YES please!!
Mary Aycock (she/her), Lynne Fors:➕

10:47:20 From Sheila Torres-Blank (she,her) to Everyone:
Anyone coming from Sierra too

10:47:40 From Laura Daniels to Everyone:
good point, Vivian
Natascha Owens (UChicago), Julie Darken:👍

10:47:45 From Lynne Fors to Everyone:
100%

10:47:46 From Katie Rahman to Everyone:
I have the same concerns as Vivian.
Sheila Torres-Blank (she,her), Ryan Tamares - Stanford Law Library:➕

10:47:50 From Jamie (they/them) to Everyone:
Agreed

10:48:37 From Jamie (they/them) to Everyone:
MarcEdit has a checkbox in the search form to turn RegEx on/off - something similar would be good
Sheila Torres-Blank (she,her), Katie Rahman:💯

10:51:09 From Julie Darken to Everyone:
Yes to both

10:51:14 From mgad to Everyone:
Yes
Katie Rahman:👍

10:51:13 From Sheila Torres-Blank (she,her) to Everyone:
AGree!

10:52:55 From Ryan Tamares - Stanford Law Library to Everyone:
Agree with Lynne, especially for this sort of use case

10:54:07 From Amanda Scott to Everyone:
Re: context: In addition to data cleanup and wrangling, librarians may want to search MARC for reference/discovery for fields that may not be currently mapped to their libraries' public discovery systems (such as 34X and 38X fields).
Ryan Tamares - Stanford Law Library:➕
Vivian Gould, Lynne Fors, Emily Semenoff, Sheila Torres-Blank (she,her), Julie Darken:💯

10:54:34 From Lynne Fors to Everyone:
Replying to "Re: context: In addition to data cleanup and wrang...":
any local fields
Julie Darken, Ryan Tamares - Stanford Law Library:👍

10:57:05 From Lynne Fors to Everyone:
Replying to "Re: context: In addition to data cleanup and wrang...":
I added your comment to the context comment thread on the wiki page, Amanda.

10:57:27 From Amanda Scott to Everyone:
Replying to "Re: context: In addition to data cleanup and wrang...":
Thanks!

11:03:08 From Lynne Fors to Everyone:
MARC Authority is already in MARC
Sheila Torres-Blank (she,her):💯

11:03:28 From Laura Daniels to Everyone:
Replying to "MARC Authority is already in MARC":
but I believe the indexing is not the MARC

11:03:55 From Lynne Fors to Everyone:
Replying to "MARC Authority is already in MARC":
yes, but the structure is MARC so it makes sense to have MARC query ability
Laura Daniels, Julie Darken:➕

11:05:20 From Sheila Torres-Blank (she,her) to Everyone:
The searching in MARC authority is still limiting. I would love to have more precise options, whether in the App or Lists (assuming easy links back to records exist)
Mary Aycock (she/her), Julie Darken, Ryan Tamares - Stanford Law Library:➕

11:05:51 From Khalilah (EBSCO) to Everyone:
Replying to "The searching in MARC authority is still limiting....":
What additional searches would you like to see in the MARC authority app?

11:07:28 From Laura Daniels to Everyone:
63 libraries who are used to looking at a MARC record sounds like a William Carlos Williams poem title to me. 😆
Sheila Torres-Blank (she,her):💜
Vivian Gould:😂
Ryan Tamares - Stanford Law Library:😆

11:12:15 From Lynne Fors to Everyone:
I think that's on the list as "Allow user to conduct a search that includes MARC + FOLIO fields"

11:12:26 From Ryan Tamares - Stanford Law Library to Everyone:
I can see that being able to search MARC and FOLIO-native data like admin notes would be powerful
Sheila Torres-Blank (she,her):➕
Julie Darken:👍
Vivian Gould:💯

11:12:46 From Laura Daniels to Everyone:
Replying to "I can see that being able to search MARC and FOLIO...":
I think it not just powerful, it's necessary
Ryan Tamares - Stanford Law Library, Lynne Fors:☑️
Vivian Gould:💯

11:13:02 From Sheila Torres-Blank (she,her) to Everyone:
Replying to "The searching in MARC authority is still limiting....":
Specify a particular identifier rather than Identifiers(all), which for us has been problematic for getting at 001. Access to data in note fields (6XX) or local fields (9XX).

11:13:38 From mgad to Everyone:
Not all users have permission to the list app, which means they won't be able to use this feature.
Lynne Fors:➕

11:13:49 From Khalilah (EBSCO) to Everyone:
Replying to "The searching in MARC authority is still limiting....":
Can you send me a slack message with these requirements.
Sheila Torres-Blank (she,her):👍

11:18:45 From Vivian Gould to Everyone:
I've learn how to explain ECS to our own users....
Laura Daniels:❤️

11:20:14 From Lynne Fors to Everyone:
I don't think there is any impact on Data Import. We aren't making changes just searching.
Vivian Gould, Laura Daniels:👍

11:22:06 From Laura Daniels to Everyone:
that consistency is something the cross app sig talks about a lot and is a lot easier to imagine than it is to make happen
Katie Rahman:👍

11:22:22 From Laura Daniels to Everyone:
different types of data lend themselves to different types of searching....
Katie Rahman:👍

11:24:15 From Lynne Fors to Everyone:
https://folio-org.atlassian.net/wiki/spaces/FOLIJET/whiteboard/1078820881?atl_f=PAGETREE

11:25:24 From Laura Daniels to Everyone:
this is obviously going to need more meetings
Khalilah (EBSCO), mgad:👍
Sheila Torres-Blank (she,her), Lynne Fors:😁

11:25:35 From Lynne Fors to Everyone:
Field tag should NOT be required.
Khalilah (EBSCO):👍

11:27:55 From Sheila Torres-Blank (she,her) to Everyone:
Field tag should allow regex, like 5?? or ?00
Amanda Scott:➕

11:28:50 From Vivian Gould to Everyone:
Replying to "Field tag should allow regex, like 5?? or ?00":
Idk about regex specifically, here, but definite the ability to use wildcard characters: 1xx, 1**, 1??.
Sheila Torres-Blank (she,her):👍

11:29:10 From Ryan Tamares - Stanford Law Library to Everyone:
Replying to "Field tag should NOT be required.":
So, being able to search on other MARC elements (subfields etc.) independently of field tag. Is that right?

11:29:10 From Sheila Torres-Blank (she,her) to Everyone:
Replying to "Field tag should allow regex, like 5?? or ?00":
basically what I was getting at

11:31:32 From Vivian Gould to Everyone:
I could create a mockup to my own preference, but an official MOBIUS mockup would be a much slower process. At least one committee would have to weigh in.
Khalilah (EBSCO):👍

11:32:23 From Lynne Fors to Everyone:
Where would you want us to share the mockups?
Vivian Gould:👍

11:32:22 From Vivian Gould to Everyone:
Should we post these to mm?

11:33:36 From Lynne Fors to Everyone:
Thanks