2018-07-26 Metadata Management Meeting Notes

Product Council Update

@Former user (Deleted)

Subgroup updates

"Inventory Package Record' = Container conversation at ERM subgroup

@Laura E Daniels

list of elements in Notes document: https://docs.google.com/document/d/1DakHW6D5_09uKJPQzCSTwycP0gqkPs6E7k35_KpfCxg/edit

Laura updated the group on a review of the elements of the currently named, "inventory package" record. Feels we have enough information about Inventory Packages to go forward for now. Charlotte said that Kimmie and she are working on how to present these types of records.

MARCcat FYI

Recording is available on:

• first part: https://drive.google.com/file/d/1XaUY5uMGJG2StIZaxL59FJfTpa1XJfqi/view?usp=sharing

• second part: https://drive.google.com/file/d/1PvdNUFvSr_31y1NjGFKBZtpa_CSHrUbO/view?usp=sharing

Some concern about creating catalog records in MARCcat: seems to be a cumbersome process; each element being treated as a "heading"; lots of drop down menus that seemed very impractical. Please watch this recording to be able to give feedback on the interface and also to understand what Use Cases would be valuable to add.

(We'll be providing Tiziana common cataloging use cases & workflows MARCcat Subgroup: Use cases; we'll also invite her to a future MM-SIG meeting 8/2 or 8/9)

Location Code Hierarchy

 @Cate Boerema (Deactivated)

Discuss post describing a proposal to support the auto-generation of Location code and Location display name:  https://discuss.folio.org/t/auto-generating-location-codes-and-location-display-format/1964 

Cate will provide a short overview/intro , and then there will be time for discussion / q&a

• Demoed from folio-snapshot-stable instance of FOLIO. Cat first showed settings/organization/locations and how institutions, campuses, libraries, and locations are added.

• Ability to filter locations are usability enhancements that are being worked on.

• A Code that represents a single location, based on all of the location components, is required.
  s

  Open

  

  
  
  
  

• Virtual locations are possible. Locations are required at the holdings and item levels.
  
  

• Proposal allows user to string component codes together in order to auto-generate a location hierarchy code.
  
  

  Open

  

  
  
  

• Suggestion: Allow FOLIO to auto-populate the code as a suggestion, but then allow the institution to edit those FOLIO generated code if locally desired.

• It may not be worth the development time since libraries will probably end up using their own codes, and it will only need to be done once.
  
  

'View source record' - button on Instance detail page

@Charlotte Whitt

Presentation of UX work by @Kimie Kester on, how the linking to the Generic bib storage should look like.
* The MARC source record is accessed by clicking on the button 'View source record' in the detailed view of the Instance record
* The display of the source record in the Bib storage would be like: https://drive.google.com/open?id=1xyOcDoLckqMQdbyjUAFnu-8GgJlm1QMs
* The source record is read-only and the data displayed will depend on the record.

Suggestion: Add "View Source / Edit Source button to MARC Holdings record as well.

"Primary contributor" in Inventory search/sort & display

@Charlotte Whitt

Postponed to 8/2

Ordering of Holdings and Item in UX and persistence of ordering

@Filip Jakobsen; @Kimie Ou Yang @Charlotte Whitt

Postponed to 8/2 or 8/9 meeting

Alice Krim

Ann-Marie Breaux

x

Charlotte Whitt

x

Christie Thomas

Damian Biagi

x

Dennis Christman

Dracine Hodges

Felix Hemme

Filip Jakobsen

X

Jacquie Samples

Jason Kovari

x

Jessica Janecki

Kimie Ou Yang

Laura Wright

x

Lisa Furubotten

x

Lisa McColl

Lisa Sjögren

Lynn Whittenberger

x

Mary Alexander

Univ.of Ala.

@Michael Knarr

x

Natascha Owens

Niels Erik Nielsen

Patty Wanninger

x

Sarah Schmidt

Tiziana Possemato

@Theodor Tolstoy (One-Group.se)