2026-01-15 Metadata Management Meeting notes

Announcements

Laura: The Cross App SIG revisted item state during their meeting earlier this week. Tom Trutt and Laura are co-leading a review of where item state is now-what is working and what is not working. Their long-term goal is to submit a proposal regarding the future development of item state. Laura and Tom will visit various SIGs to get feedback regarding item state including Metadata Management. If MM SIG members have any feedback, please submit it to Laura or Tom. Also, it will be on the agenda for a future MM SIG meeting.

Meeting cycle

@Raegan Wiechert , @Felix Hemme

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The DI SIG will not meet the last week of the month. If there is a month with 5 weeks then DI takes both week 4 and 5 as a no meeting week.

We could adapt that frequency, resulting in this future MM meeting cycle:

• Meeting Jan. 15th

• No meeting Jan. 22nd and 29th

• Meeting Feb. 5th

• No meeting Feb. 12th

• Meeting Feb. 19th

• No meeting Feb. 26th

• Meeting March 5th

• cont.

The MM SIG discussed implementing this new meeting schedule:

• Felix mentioned that our off weeks can be switched.

• Charlotte pointed out that bigger holidays, such as Christmas and Easter, have been taken into account when creating the proposal.

• Jesse mentioned that almost every SIG lands on the 1st and 3rd weeks. Therefore, maybe, some SIGs should take the 2nd and 4th weeks instead. Katie mentioned that this would help with those SIGs that are scheduled at the same time.

• Charlotte mentioned that it is a misunderstanding that only the fourth week needs to be skipped.

• Felix asked whether the PC was looking to have an entire week with no FOLIO meetings or was the idea to split it up. Charlotte said the idea was to have a week meeting free. Charlotte also pointed out that the proposal is a trial for three months and then the PC will re-evaluate.

• Charlotte said changing the weekly schedule to bi-weekly is a trend among the SIGs.

Felix proposed creating a wiki page that outlines the new schedule. If anyone has any scheduling conflicts or other concerns, please contact Felix or Raegan.

For now, the MM SIG will follow the meeting schedule proposed above. The next meeting is February 5.

Additional values for url relationship in the instance record

@Jennifer Eustis

During the Data Import SIG requested that the MM SIG go over the FOLIO Jiras:

•  https://folio-org.atlassian.net/browse/UIIN-2577

• https://folio-org.atlassian.net/browse/UXPROD-4467

• https://folio-org.atlassian.net/browse/UIIN-2579 

Discussion

• Laura mentioned that these tickets bring up the broader issue of keeping the FOLIO Community aligned with changing cataloging standards, such as changes to the MARC standard, RDA, and common cataloging practices.

• Laura and Jennifer discussed how the issue of changes to one app may affect other apps. Therefore, the Cross App SIG might have a role in identifying these potential issues.

• Charlotte proposed including schema changes in release notes.

• The MM SIG agreed to reach out to POs regarding schema changes.

Product Council updates

Jennifer Eustis

https://folio-org.atlassian.net/wiki/spaces/PC/pages/1547501569 . PC prepared for the Tri-Council meeting which will be held next week. PC is looking at meeting calming and not having meetings the 4th week and on national holidays or other special occasions.

BELA (Bulk Edit and Lists App)

Jennifer Eustis

https://folio-org.atlassian.net/wiki/spaces/BULKEDIT/pages/1521188865

Kathleen provided an overview of features for Sunflower and Trillium. Kathleen also is seeking UA testers for …

• the goal is to validate the workflow used to determine how records can be joined to create custom entities (records) that can be used in the Lists app

• this UAT is designed for all FOLIO users and is based on mock-ups of a workflow; deep technical knowledge is not required

• everything needed for the UAT is included in the google form: https://forms.gle/LdkYnCQzNeQbNBkF8

• UAT details: https://folio-org.atlassian.net/wiki/x/C4B_X

• background/context about the feature: https://folio-org.atlassian.net/wiki/x/HIBIWg

• this workflow UAT will be open through Friday, January 23.

Jennifer mentioned that BELA is meeting infrequently, so members should check Slack before attending meetings.

Data Import SIG

Jennifer Eustis

https://folio-org.atlassian.net/wiki/spaces/DISIG/pages/1440743427

• Data Import has adopted the scheduled of:
  week 1: SIG meeting

• week 2: Workshop meeting

• week 3: SIG meeting

• week 4-5: no meeting

Thursday lab will continue. To ensure that people show up, please post your issue on #data-import-sig-lab
We have also created a process to facilitate the community to engage in the development of data import. We are also keeping track of our decisions in a decision log. This work will help us develop a road map for data import as well as a MVP.