2024-05-23 Metadata Management Meeting notes

Announcements

PO Update Quesnelia: Data Export and Bulk Edit

@Magda Zacharska

Bulk Edit

• display entire record set

  • was 10 records in Poppy

• holdings - electronic access

  • up to 10k records at 1 time

  • only folio, not marc holdings

  • all fields

  • clear, find/replace, find/remove, removal all

    • find is full field (restrictive as possible)

• holdings - folio notes

  • only folio, not marc holdings

  • utf8 suport

  • up to 10k records at 1 time

  • multiple of same type | separated

• instance - discovery and staff suppress

  • suppressed and unsupressed

  • change can be applied to underlying holdings and items

  • up to 100k instance records at 1 time (does not include holdings items but will be slower when added)

• query tool can now be used

  • tool used in List app also

  • all record types but not yet all records' fields

  • max records retrieved is 100k

    • query resulting in more will not proceed out of query screen

  • ids of returned records stored for 30 days in logs

• improve column display

*note files used in bulk edit are kept accessible via logs for 30 days

Data Export

• Performance improvements through architecture changes (ahead of LOC implementation) - e.g. all bugfest ~8mill. instances in 4 hours)

  • endpoint changes (details in release notes)

  • new endpoint

    • params = record type, profile, deleted y/n, suppressed y/n

    • separate permission needed Data export: Export all

    • triggered via API but can be monitored/access files via UI

  • slicing of large exports (configurable). Multiple files stored in S3, compressed and available for download w/ 1 click

  • no significant UI changes

Questions

• When will you have find replace of partial links? export tools feature in backlog (incl. regex). Depends on user feedback. Reach out to Magda or WG if you want prioritized.

  • High Level Roadmap for Bulk Edit App

  • Bulk Edit Resource Management Implementation Topics

• Why does the result present the list of 53 instances? Is this based on the current behavior in Inventory, and then will be solved later, when also Inventory can show hit result based on search on item, and then show only the items?

  • Query tool shows instance titles but with item data (so instance title may repeat)

Coming in Ramsons - LC work, custom profile to remove MARC before export, BE instance notes - marc and folio

PC updates

@Charlotte Whitt

2024-05-23 Product Council Agenda and Meeting Notes

PC discussed the Story of FOLIO. The origin of the document was: How do we introduce ourself to new members, interact with new members, engage them in FOLIO activities, and the councils work. The document is written by Mike Gorrell, Christina Spalding, Boaz, and Edwin Pretz. The goal to write up: This is how FOLIO works today. This is the things we are dealing with today. Funding is one of the critical aspects of the FOLIO work (development and maintenance). There is a paragraph about how FOLIO interact with the Open Library Foundation. A shift has happened in how new functionality are being prioritized. This is now customer driven, and dependent on funding. Status: the document has been updated based on the Community’s comments. The idea is that this document is to be updated maybe in 12 months , so we always have an updated version of the current state of FOLIO. This document will be presented at the OLF meeting in June 2024.

PC also started the discussion on the survey “Things that could be better with FOLIO”. PC will look into organizing the responses into sections and will continue this discussion next week.

BELA (Bulk Edit and Lists App)

Jennifer Eustis

No meeting this week. There are new wiki pages to add topics for the working group to discuss.

Bulk Edit: Bulk Edit Resource Management Implementation Topics

List App: List App Resource Management Implementation Topics

Data Import Working Group

Jennifer Eustis

2024-5-22 Data Import Subgroup meeting

The working group brought up an issue with Poppy - a marc srs bib record that has more than one version where the state is Actual. This is happening with large and small imports. To find these errors, Chicago used their LDP. This is now recorded in MODDATAIMP-1058: SRS MARC updates results in 2 SRS records with state = ACTUALClosed . If you are able, it is recommended to find any srs marc bib which has more than one version set to Actual.

The working group then moved on to the discussion on set to delete. Two issues were considered:

• A delete flag is needed at the instance level in addition to a banner that says the instance is marked for deletion.

• What are our expectations when doing an update when a match to a deleted record is made? Should the record be updated? Should DI not be aware of deleted records?

quickMARC Subgroup update

Raegan Wiechert

quickMARC meetings will be cancelled for the month of May.