2024-02-22 Metadata Management Meeting notes

Daylight Saving Time starts on March 10 in the US, which will make meetings one hour earlier for those in Europe, until you make the change on March 31. Only some parts of Australia participate in DST, so please adjust accordingly.

The inaugural meetings of the Linked Open Data in FOLIO subgroup will be Friday, February 23. Two meetings are being held at different times on the same day to accommodate the diversity of time zones. Focus will be on defining the charge and how the group will communicate/schedule future meetings.

Submission deadline for WOLFcon 2024 is March 31st. Please add MM related session ideas to a Google spreadsheet, link see WOLFcon 2024

Poppy CSP#2 expected to be released 1 March 2024

• Includes additional fix for data import profiles

Volunteers are once again needed to help with MM-related documentation. Reach out to Laura E Daniels (Laura Daniels) or Lisa Lorenzo (added by Laura)

Martina Tumulla

Number generator project

HBZ project, funded by UB Leipzig and developed by same group (K-Int) working on ERM, Serials, Open Access, Dashboard. Number generators are heavily used in German libraries and therefore a gap. Work is in progress - some available in snapshot.

• Users → User barcode
• Organizations → Vendor code
• Inventory (Item level) and Receiving → Item barcode / Accession number / Call number
• Inventory (Holdings level) → Call number

Available in snapshot 2

• Settings -> Service Interaction: Will have more functionality in future, currently contains number generators and number generator sequences

• Can edit sequence - includes ability to enable and disable (e.g. pause) or delete (via Actions), max values, warning threshold, next value, format, checksum, output template, note
  

Not yet available in snapshot

• Have to enable generator in specific apps
  • Enable in Settings e.g. Inventory → Number generator options
  • Permissions dictate if you can see settings to enable
• Fast add will also include the ability to generate an item barcode
• Which flower release?
  • Aiming for Quesnelia for release of functionality

Questions

• Will the call number generator populate just the Item record call number field or will it populate the Holdings record? Some libraries only use holdings records for call numbers
  •  You can select options in Inventory
• Maybe change order of accordions? good hint (holdings and then items)
• Interactions between Orders App and Inventory, e.g. using item barcode generator in orders app
  • Will include functionality in Receiving App (if enabled in Settings - Receiving)
• Will the call number generator also be able to add call numbers to fields in SRS records?
  • No SRS
• Would accession number be added to Fast Add to use the number generator? I could see this being useful for Special Collections
  • No field in fast add for this currently
• Will this be part of FOLIO complete?
  • Yes, went through TCR and will be part of flower releases

New serials app functionality presented by Owen Stephens: Presented for the PC last year, and this presentation today for the PC, is seeking approval of the app for the Quesnelia release. The work is funded by GBV and Cornell. [Insert link to the presentation]. The aim is to present and get approval by TC on 2/26/2024. Two new modules:

• ui-serials-management
• mod-serials-management

The serials management app is adding new functionality related to serials, and then interacting with existing functionality in Orders and Receiving. Receiving is then interacting with Inventory:

1. Crete/edit subscription based serial records
2. Create prediction patterns
3. Create a set of scheduled pieces for a serial based on its prediction pattern

The subgroup on Serial Management meets every other Friday.

The PC approved the new app. 

Roadmap and Prioritization update - Martina Schildt presented a new prioritization tool. See wiki page for Acquisition/Resource management implementers - 136 topics. In Jira the features all have the label acq-topic. In Jira institutions can vote for the features. The little thumbs upp hand. To be tested during Quesnelia. FOLIO Roadmap with 18 month outlook, with links to additional useful documentation. Another example is Aquisitions Road Map Jira Dashbord. 

Next step: mainstreaming the process around updating the dashboards. Hopefully it can be part of the regular updates done by product owners and others; e.g. adding the appropriate labels on features and stories. 

Review of Evaluation Process for New FOLIO Functionality - this topic we didn't get to. Update will happen in Slack

Jennifer Eustis

Jennifer Eustis