2025-09-25 Metadata Management SIG Working Meeting at WOLFcon 2025

Meeting URL: Can be found on https://wolfcon2025.sched.com/event/25lcz/metadata-management-sig-working-meeting

If you plan to attend in-person, please joins us in Liberty Room.

Date

Sep 25, 2025 – 09:30 CT (10:30 ET)

Note taker

Felix

Recordings

Raw recording: https://prod-zoom-recordings-openlibraryfoundation-org.s3.amazonaws.com/4f1c6003-a867-4933-9c0d-74d528379ba0%2Fshared_screen_with_speaker_view(CC).mp4 (starts at around minute 12)

Edited recording: <will be added once posted to YouTube>

Discussion items

Item	Presenter	Notes

Item	Presenter	Notes
Welcome and technical setup		Katie, Natascha, and Vivian will be present in-person and start the Zoom meeting in the Liberty Room.
UI in Inventory or Beyond instances – Display of Holdings and Items in the Inventory App		Introduction Context: Currently, the instance dominates the Inventory UI when searching for and viewing of records. General agreement that the SIG wants the Inventory UI and search to change to better accomodate the other record types besides instances. Problem Statement Instance-centric UI design Challenges in browsing and navigation, e.g. serials or journals with hundreds or thousands of items “Clicky” interface results in inefficiency Core Questions for Holdings and Items Search concept Current model: A search on holdings and item metadata also returns instances In comparison, other apps provide a way to search, view, and edit other record types in detail view, e.g. POL search: https://bugfest-sunflower.int.aws.folio.org/orders/lines AGRLine seach: https://bugfest-sunflower.int.aws.folio.org/erm/agreementLines License amendments search: https://bugfest-sunflower.int.aws.folio.org/licenses/amendments There are ongoing discussion in the Ressource Management SIG that there are issues with the POL search. People don’t find it especially useful. Reason: Feedback is that the split of PO and POL into different entities is not helpful when working with the system. When user opens a POL, they don’t know who the vendor is. When using a single-line PO, then having the POL search separated is not meaningful. We should keep in mind that when performing a holdings/item search there are elements from the instance that we might want to display as well in a “unified” result list. This applies also to a potential detail view of holdings/items. Gap between user expectations and actual results. It feels like Inventory has a gap when it comes to holdings and item search, compared to other apps. Currently Inventory does not support a MARC search in Inventory (and everywhere else) in the UI. Could look at this as requirement as well. Result list design What elements of holdings/items should be visible at a glance? Does a multi colum list (MCL) fit our needs or do we should try another approach, like the concept of the card layout (UX-435: UX: Inventory. Hierarchical result list - with more dataOpen) Some people mention that they don’t like the multiple pane structure at all. Given that this is a core concept of FOLIO having 3 or sometimes 4 panes, it does not seem realistic to remove them in one app. Kimie shared a link to a directory on Google Drive with some mockups from summer 2021 showing ideas of the hierarchical display and a full-screen view of the different record types in Inventory. Detail view (third pane) Which elements and information are essential in daily work with holdings/items? Who is working with holdings/items besides catalogers? What are their needs? Should there be the ability to choose what is shown in the third pane, regardless of search? (UIIN-2582: Ability to choose which record type opens regardless of search typeDraft ) Here is the link to the whole folder of mockups that Kimie Kester worked on based on Filip’s original designs: https://drive.google.com/drive/folders/1W18qimqpvXaeMu5DPaCgpxns3gVrk8__?usp=drive_link Use Cases and Perspectives Practical workflows, e.g. managing serials, location changes Needs of different user groups, e.g. cataloger, resource access staff, acquisition staff Inspiration from other systems, e.g. what are they doing better than FOLIO Next Steps Short term improvements vs. long term UI changes How can UX/UI designers help with the process? How is the availability of Kimie? How does this affect our MM roadmap? Wrap up: Set priorities for the SIG and with the POs. Collect and write-up use cases for searching holdings and items and how they should display.

Chat

2025-09-25 10:28:14 From Lynne Fors to Everyone:
yes

2025-09-25 10:30:09 From Felix Hemme to Everyone:
Hey Natascha, Thanks for setting everything up in the conference room!
Lynne Fors:❤️

2025-09-25 10:30:19 From General Session to Everyone:
we are trying!
Felix Hemme:😊

2025-09-25 10:30:36 From Raegan Wiechert to Everyone:
Agenda link:2025-09-25 Metadata Management SIG Working Meeting at WOLFcon 2025

2025-09-25 10:32:53 From Lynne Fors to Everyone:
Yes

2025-09-25 10:32:52 From Peggy Griesinger (she/her) to Everyone:
yes

2025-09-25 10:32:53 From Ryan Tamares - Stanford Law Library to Everyone:
Yes!

2025-09-25 10:33:25 From Peggy Griesinger (she/her) to Everyone:
yes

2025-09-25 10:33:44 From Peggy Griesinger (she/her) to Everyone:
we can see Raegan's scren

2025-09-25 10:38:39 From Lynne Fors to Everyone:
ctrl +

2025-09-25 10:50:00 From Lynne Fors to Everyone:
Agree with Kristin! PO vs POL is just as frustrating as the Instance/Holdings/Item segment search
Ryan Tamares - Stanford Law Library:☑️

2025-09-25 10:53:25 From Ryan Tamares - Stanford Law Library to Everyone:
I like some of the elements of the card concept examples in UX-435, but am also wondering if there’s any way we can have more flexibility in instance displays. Context is key, and it changes from workflow to workflow

2025-09-25 10:56:17 From Jenn Colt to Everyone:
+1 Lynn

2025-09-25 10:56:23 From Julie Darken to Everyone:
Agree with Lynne

2025-09-25 10:57:31 From Kimie (kee-mee) Kester to Everyone:
At one point we had an idea to expand to full screen…
https://drive.google.com/drive/folders/1ZBw-SERxFP6Fi9is9O06645xIc--VEiA?usp=drive_link

2025-09-25 10:58:29 From Felix Hemme to Everyone:
Getting rid of the third pane seems like a huge system wide change.

2025-09-25 10:58:48 From Laura Daniels to Everyone:
Replying to "Getting rid of the third pane seems like a huge sy...":
agreed, it is the general pattern across the platform

2025-09-25 11:00:19 From Kimie (kee-mee) Kester to Everyone:
Here is the link to the whole folder of mockups that I worked on based on Filip’s original designs:
https://drive.google.com/drive/folders/1W18qimqpvXaeMu5DPaCgpxns3gVrk8__?usp=drive_link

2025-09-25 11:00:50 From Jenn Colt to Everyone:
Replying to "Getting rid of the third pane seems like a huge sy...":
But the licenses get by without adding more panes and instead doing the lists? Vs things like pop outs I guess

2025-09-25 11:01:13 From Lisa Lorenzo (Mich. State University) to Everyone:
I agree the multiple panes aren't ideal, but as a sort-of counterpoint, my team and I do a lot of quality control work with subject and name headings, and basically because of inadequacy/lack of specifity in the search (i.e., can't specify things like a $2 value) we're often doing a search that's broader than what we need and then having to click on individual records to check and see if it's actually what we're after. So having a way to flip back and forth between MARC and the search results would be really useful, but currently the "View source" option causes the MARC to display in the full screen rather than the 3rd pane which makes it cumbersome to browse through a list of results. (If it's a really long list of results we just export and use MarcEdit, but if it's only like 10 records that feels like overkill.)

2025-09-25 11:08:47 From Julie Darken to Everyone:
Alma works this way and it is very useful
Lynne Fors:💯

2025-09-25 11:09:34 From Felix Hemme to Everyone:
Replying to "Alma works this way and it is very useful":
Can you share a screenshot of how this looks like?

2025-09-25 11:10:45 From Julie Darken to Everyone:
Replying to "Alma works this way and it is very useful":

2025-09-25 11:10:57 From Julie Darken to Everyone:
Replying to "Alma works this way and it is very useful":
This is a barcode search
Felix Hemme:🙏

2025-09-25 11:15:09 From Lynne Fors to Everyone:
Replying to "Alma works this way and it is very useful":
Julie, could you get a screenshot of Alma when you do a serial search for comparison? AP20 would be a good one

2025-09-25 11:16:10 From Julie Darken to Everyone:
Replying to "Alma works this way and it is very useful":
Sure - do you want to see a call number browse screen or searching on a barcoded serial item?

2025-09-25 11:16:53 From Kimie (kee-mee) Kester to Everyone:
In our 2021 mocks we tried to show more data on the result list
https://drive.google.com/drive/folders/1o-tf6bIcJdCEGdYPknugrfnTg7LDxz8j?usp=drive_link
Felix Hemme:👍

2025-09-25 11:16:59 From Lynne Fors to Everyone:
Replying to "Alma works this way and it is very useful":
That would be great! I was at an Alma institution before my current one. I may be misremembering if the holdings statement was displayed in the results list

2025-09-25 11:17:08 From Julie Darken to Everyone:
Replying to "Alma works this way and it is very useful":

2025-09-25 11:19:57 From Julie Darken to Everyone:
Replying to "Alma works this way and it is very useful":
There is also a barcode search in Items that is very useful for serials with many volumes

2025-09-25 11:20:06 From Ryan Tamares - Stanford Law Library to Everyone:
I appreciate the movement toward flexibility, especially in that Inventory isn’t used the same way from user to user

2025-09-25 11:22:18 From Felix Hemme to Everyone:
We'll continue this topic in future MM meetings.

2025-09-25 11:23:08 From Ryan Tamares - Stanford Law Library to Everyone:
Thank you!