2018-08-02 Metadata Management Meeting Notes

Product Council update

@Dracine Hodges; @Martina Schildt

• Capacity planning: The Product Council would like to add developers to work on the critical features for Chalmers.

• Release plan proposal: https://docs.google.com/presentation/d/1x0XQn3wkeO7FgPJnojskRbwmeNL5cgd4lFS0HFWcDiY/edit?ts=5b61c899#slide=id.g3e62e874d5_0_42

• Dashboard page example:

• Quality assurance - quality dashboard: https://docs.google.com/presentation/d/1l8wyfhslbegat2gRJvuCFw4_8XEH_9q9zmRkvNHYwAE/edit#slide=id.g3d9c585321_0_16

Subgroup updates

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  • Batch Loader - Members have been modeling examples. Filip is using this information to start designing the UI.

  • MARCCat - Please look and contribute to user stories.

  • MarcCat subgroup meeting: Monday 10:30-11:30 ET – please attend if you contributed use cases

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https://zoom.us/j/836537290

Ordering of Holdings and Item in UX and persistence of ordering

@Filip Jakobsen; @Kimie Ou Yang @Charlotte Whitt

Filipe:

How can we make sure people can sort in the interface? Principals for sorting that may work:

• Currently, header can be clicked on to sort Ascending or Descending patterns. Make a column to display the information that you want to use for a sort. Building system around letting the individual staff member choose what should be shown.

• Jason (Cornell) - Not worth the development effort at the moment.

• Lisa (from TAMU, via chat) -

  I'm not sure, but when we transfer our holdings to FOLIO for the 1st time, won't we need to keep the sort order number on the holdings/items etc. so that the items go into FOLIO the same order we have them now in current systems? ;-)

• Christie and Natascha (Chicago, via chat) - What will be the default sorting for the holdings and items? We are concerned about records that have thousands of items.

• "SGlover" (via chat) - "Re: sorting holdings custom sort use case... Would it be a more resonable hope that Folio might make it easier to (re)format holdings data for accurate sorting?"

• Felix (via chat)- "

  @christie: how is sorting of items done in your current system? We have an item count number and this works well."

• Christie (via chat) - "Items are sorted by enumeration and then chronology" "holdings are sorted by location"

• Ann Kardos (via chat) -

  But what about consortia? At the 5 colleges, there are...well...5 of us. We are considering moving to 1 bib and multiple holdings. I may want to sort UMass holdings at the top when I'm working on something, but don't necessarily want to impose that on the other 4 colleges? Just wondering

• Filip suggested an added "Prioritize in List' Feature
  
  

• Filipe (via chat): "Can you assign a location to an user in system settings? It seems important."

• Chicago (via chat) :"At Chicago we are more concerned with items. We have records that have tens of thousands of items and a manual sort would not work in that situation."

• Duke (via chat): "

  I think that filtering would be a great work around for sorting. HOWEVER, being able to customize your view is super important when people are dealing with multiple holdings records or thousands of items. Customizing a view for an individual staff user is different from customizing the display and/or sort order for a public view."

• Chicago (via chat): "I think that we would prefer to have things in chronological order. We do not always receive things in chronological order."

• Lisa (TAMU, via chat): "But later we are going to want to be able to rearrange them, because they don't get received in order."

• Duke (via chat): "Again, filtering is a great work around for manual sorting."

Lynn Proclamation Based on Discussion: This sounds like it's important, but as long as items migrate in the order already established, it's not time sensitive for v.1

Instance / Holdings / Items UX

@Charlotte Whitt

Charlotte has started a new Inventory Beta spread sheet, where all elements are mapped to the accordion, where they will be displayed - https://docs.google.com/spreadsheets/d/1RCZyXUA5rK47wZqfFPbiRM0xnw8WnMCcmlttT7B3VlI/edit#gid=952741439

1.Instance record design
https://drive.google.com/drive/folders/1Yg-kpCMQ6hCNh5nCPORdGkTZFoau1ETC?usp=sharing

• Go-live elements are only included in this spreadsheet.

• Accordion column - shows which element will display for the Accordion in the interface

2.Holdings record design
https://drive.google.com/drive/folders/1TRYXr-YAEVIUNANZuyF1XLzW4cfrQRbw?usp=sharing

3.Item record design
https://drive.google.com/drive/folders/1Sr-G0HUR18uCTU0v5yYKIV92ZGXFLu9c?usp=sharing

Laura proposed a default "not yet assigned" for material type to satisfy required field demands.

Ann-Marie and the Acquisition Small Group has gathered a list of Order specific material types

Duke (via chat) "At DUke we have material type in the order record. It's not in a place holder item. It's an order record element"

Please add comments or questions directly in the spreadsheet for the benefit of Kimie and Charlotte.

Alice Krim

X

Ann-Marie Breaux

Ann Kardos

UMass Amherst

Charlotte Whitt

x

Christie Thomas

Damian Biagi

Dennis Christman

Dracine Hodges

x

Felix Hemme

Filip Jakobsen

Jacquie Samples

Jason Kovari

Jessica Janecki

Kimie Ou Yang

x

Laura Wright

U. of Colorado

Lisa Furubotten

x

Lisa McColl

Lehigh University

Lisa Sjögren

x

Lynn Whittenberger

Mary Alexander

Univ.of Ala.

@Michael Knarr

x

Natascha Owens

Niels Erik Nielsen

x

Patty Wanninger

EBSCO

Sarah Schmidt

Tiziana Possemato

@Theodor Tolstoy (One-Group.se)

x

@Martina Schildt

@Jenn Colt