2025-11-06 Metadata Management Meeting notes

Announcements

Cross-App SIG is proposing an in-app basic search help component, similar to the keyboard shortcuts, that could be added to any app. Discussed most recently on November 3: https://folio-org.atlassian.net/wiki/spaces/AppInt/pages/1336115201

Felix asked who will maintain this documentation: POs, the Documentation SIG, or the SIGs related to the apps. Laura mentioned that the POs will maintain this documentation in consultation with SIGs. Charlotte mentioned when the keyboard shortcuts were implemented a Jira was created that SIGs or POs could copy for use with their own app. Something similar could be created.

bound-with topics + Item re-order demo

@Ryan Taylor , @Sara Colglazier , @Felix Hemme
@Charlotte Whitt

Item re-order demo (Ryan)

• Showing Trillium work completed via https://folio-org.atlassian.net/browse/UXPROD-1625 & https://folio-org.atlassian.net/browse/UXPROD-5462

• Ryan showed live testing in the snapshot environment.

Open

New features

• In the instance record view, a new “Order” column. The values in this column represent the order, so you can sort the column.

• To re-order items, go to the ‘Actions’ menu, then select 'Move items within an instance'.

• There are three options to re-order items: drag and drop, use check boxes to move multiple items at once, and for items spread across multiple pages, users can edit the order values.

Open

• After finishing re-ordering items, select ‘Stop items movement within an instance’.

Ryan mentioned that they are still working on finalizing a couple pieces of development, but hope to get a full UAT on the UI side out soon. Ryan also noted they are working on creating documentation for the wiki.

The MM SIG members expressed excitement about this new feature in the chat.

Bound-with topics From https://folio-org.atlassian.net/wiki/x/UQCxKg

Felix provided a demonstration on how to currently create a bound-with relationship.

Store the physical sorting order of bound-width parts (row 33)

• Julian fixed the current API, so, currently, they are in order by created date.

• Currently, there is no way to change this order

• Vote on UXPROD-5568 if this matters to you.

Felix ask MM SIG whether there is interest in re-ordering bound-withs and whether the method for re-ordering should be similar to what is being done for the re-ordering of items on the instance record.

Discussion

• There was general agreement that being able to re-order bound-withs is desired functionality.

• Sara noted that there should be a control, so the parent is always first.

• Sara mentioned that if we change this at the item level, we should also change it at the instance level.

Shared Bound-with and Analytics record display icon (row 11)

• Example item record in FOLIO snapshot

• When viewing the Inventory result list (showing instances), a user can see if a record contains at least one bound-with item, if the

  bound-with icon is displayed.

• When viewing the list of items in Inventory, a user can see in the third pane that an item is a bound-with because the bound-with icon is displayed.

• A user can’t distinguish from the pure presence of the bound-with icon, if they are looking at a record “sharing out the item” or the record(s) “being shared with the item”.

• In the item detail view the user can navigate to the holdings and instance where the item resides by clicking at the top-level navigation structure.

• To see a list of other holdings/instances that item is linked to, the user can look at the Bound-withs accordion in the item record.

Discussion

• Felix mentioned that we need to check if the data is available to make this change.

• Autumn noted that a lot of clicking is required to see bound-with relationships, and there should be an easier way to keep track of the direction of relationships. She also mentioned that when adding new bound-withs that sometimes the parent record gets lost. A visual cue regarding the type of relationship would be helpful.

• Felix noted that there could be a button or some kind of action where you can switch to see a list of holdings that the item is part of.

• Sara and Lynne mentioned that there are instances where the bound-with icon is missing. Felix said that a re-index on their FOLIO systems may be needed.

Enable records (Instances & Holdings) that are connected by Shared Items (shared by Bound-with and analytics function) to be retrieved/surfaced when searching in Inventory Item segment as well as re: other Apps like Lists (row 25)

• Discussed with topic 2.

Next steps for all three topics: Ryan will get in touch with Kimie Kester and get back to the SIG when they have something ready to present.

Product Council updates

Jennifer Eustis

https://folio-org.atlassian.net/wiki/spaces/PC/pages/1349222401 . Voting will go ahead on the new period of support proposal from TC. Heard from Implementers and Cross App SIG on their priorities.

BELA (Bulk Edit and Lists App)

Jennifer Eustis

No meeting.

Data Import SIG

Jennifer Eustis

https://folio-org.atlassian.net/wiki/spaces/DISIG/pages/1350926337 Focused on EDIFACT importing. SIG will be creating a survey to better understand what is needed for EDIFACT importing and mvp looks like.