2026-04-02 Metadata Management Meeting notes
Meeting URL: https://zoom.us/j/527543204 . The meeting password can be found here.
Date
Apr 2, 2026
Note taker
Recordings
https://recordings.openlibraryfoundation.org/folio/metadata-management-sig/
Discussion items
Item | Presenter | Notes |
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Announcements |
| We are still looking for a note taker (or two). WOLFcon 2026 call for proposals has been extended to April 15, 2026. Go to the homepage to find guidelines and submit. |
Plan phase 3 of “Set for deletion” | @Jennifer Eustis @Ryan Taylor | Jennifer went over the questions related to the next phase of set for deletion functionality. Highlights from the discussion: Un-delete/Make record active- add this option to the Action Menu. To maintain symmetry, this would change the LDR from d to c, remove set for deletion flag and remove set for deletion and staff suppress flags. It was decided that there does not need to be a set for deletion flag for holdings or items. Boundwiths- there needs to be a notification/modal/pop-up to notify user that there is a boundwith. This would not stop the “set for deletion” from happening, but would act as a warning. There needs to be a specific filter for marked for deletion records, since not all suppressed records are also marked for deletion. Records that have been marked for deletion should be editable in Inventory and Bulk Edit. Editing should not automatically un-delete records (however, it should be possible to un-delete/make active records in Bulk Edit). The fact that an Instance record is set for deletion should be pushed out to other Apps, either as a warning or stopping an action completely (which option depends on the action/App in question) There should be a permission for being able to interact with records marked for deletion (similar to Staff Suppress)
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Product Council updates | Jennifer Eustis | 2026-03-26 Product Council Agenda and Minutes . Elections are coming up. If you or know someone who is interested in running, watch out for the call. PC has published the Sunflower Press Release. |
BELA (Bulk Edit and Lists App) | Jennifer Eustis | Meetings are once a month now. The next meeting is Tuesday April 21, 2026. |
Data Import SIG | Jennifer Eustis | No meeting this week or next week. See our 2026 Topic Calendar for schedule and meeting topics. |
Chat
2026-04-02 10:35:08 From Jennifer Eustis to Everyone:
https://docs.google.com/presentation/d/1fnIuP4fIQFGd3C8UpFxrxu1TGyrYhE6Fv9JlFz0avwk/edit?slide=id.g396afe6adf5_0_398#slide=id.g396afe6adf5_0_398
2026-04-02 10:35:50 From Jennifer Eustis to Everyone:
2026-04-02 10:39:34 From Laura Daniels to Everyone:
There is no indication in quickMARC of the record status. (Just checked in our Test environment which is Sunflower CSP 5)
2026-04-02 10:40:11 From Laura Daniels to Everyone:
Just the LDR Status d
2026-04-02 10:40:21 From Vivian Gould (she/her) to Everyone:
If a deleted record is acted upon via Data Import or Bulk Edit, does that reverse the deleted status?
2026-04-02 10:41:45 From Sara Colglazier (MHC/5C) to Everyone:
If we can have things as True for Staff Suppressed and True for Suppress from Discovery BUT NOT Deleted, then we also need a Filter for Deleted, otherwise we will not be able to distinguish them from the ones just Suppressed
Vivian Gould (she/her), Jeanette Kalchik, Ryan Tamares - Stanford Law Library, Lisa Lorenzo (Mich. State University), Jennifer Eustis:💯
2026-04-02 10:42:41 From Jeanette Kalchik to Everyone:
Replying to "If a deleted record is acted upon via Data Import ...":
Only if the LDR/05 is changed. It will reverse the deleted status but not remove other suppression.
2026-04-02 10:44:00 From Sara Colglazier (MHC/5C) to Everyone:
Replying to "If a deleted record is acted upon via Data Import ...":
Following up on this: Food for Thought: what about if a set for Deleted record is subsequently connected via the Look Up Modal from Orders, for example .... will there be some sort of alert or something?
2026-04-02 10:45:34 From Sara Colglazier (MHC/5C) to Everyone:
+1 re: Vivian and Action button
2026-04-02 10:46:57 From Vivian Gould (she/her) to Everyone:
💯
2026-04-02 10:50:40 From Laura Daniels to Everyone:
there is definitely desire/need for actual (hard) deletion of instances
Lynne Fors:➕
2026-04-02 10:53:50 From Sara Colglazier (MHC/5C) to Everyone:
I agree! UNDO should UnDO and then I can suppress however I need to as a second step as a 2nd step.
2026-04-02 11:02:30 From Raegan Wiechert to Everyone:
My point was not to just have one choice, I just make sure that if you wanted to delete all three at the same time, you could do so without a lot of bother and extra steps.
Sara Colglazier (MHC/5C):✔️
2026-04-02 11:03:02 From Laura Daniels to Everyone:
Duke is always easy to blame
2026-04-02 11:04:13 From Vivian Gould (she/her) to Everyone:
Direct Holdings and Item searching is super important for MOBIUS/ECS.
Sara Colglazier (MHC/5C):👍
Jennifer Eustis:💯
2026-04-02 11:04:41 From Jennifer Eustis to Everyone:
+1
2026-04-02 11:06:24 From Laura Daniels to Everyone:
that's a good example of why deletion of instance with attached item(s) is dangerous
Vivian Gould (she/her), Jennifer Eustis:💯
2026-04-02 11:07:48 From Lynne Fors to Everyone:
We could even have two copies of a title and only one of them is a boundwith
2026-04-02 11:09:54 From Laura Daniels to Everyone:
Replying to "We could even have two copies of a title and only ...":
that is frequently the case
2026-04-02 11:13:48 From Charlie Kambashi to Everyone:
permission based makes sense, we have staff in public services who can see call number browse of subject heading browse for records that are marked for deletion. They're unable to see that the item is marked for deletion unless they select that record from the browse option. if by permission, (can't view "staff suppress", should also be other apps it affects
2026-04-02 11:16:44 From Jeanette Kalchik to Everyone:
Also will there be any blocks on hard delete, like order, bills,etc?
Ryan Tamares - Stanford Law Library:🤔
2026-04-02 11:17:16 From Ryan Tamares - Stanford Law Library to Everyone:
💯to Raegan’s point
2026-04-02 11:17:18 From Laura Daniels to Everyone:
As far as I can tell, staff suppression was only developed for instances because no one ever asked for it for other record types
Jennifer Eustis:👍🏻
Sara Colglazier (MHC/5C):🙏
2026-04-02 11:22:26 From Katie Rahman to Everyone:
I agree with Sara. We need take into consideration how this will affect acquisitions workflows.
2026-04-02 11:23:08 From Vivian Gould (she/her) to Everyone:
Yes, Cross-app
2026-04-02 11:24:22 From Jennifer Eustis to Everyone:
https://folio.org/about/news/folios-sunflower-release/
2026-04-02 11:27:14 From Jennifer Eustis to Everyone:
https://folio-org.atlassian.net/wiki/spaces/COMMUNITY/overview?mode=global