2018-08-02 Metadata Management Meeting Notes

• 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

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

Charlotte Whitt

Michael Knarr

Theodor Tolstoy (One-Group.se)

Martina Schildt