2018-08-30 Metadata Management Meeting Notes

Former user (Deleted)

Thanks to Lisa Furubotten for volunteering to co-convene.

Charlotte, Christie, and Laura will be holding a forum on September 26 about Inventory. If anyone would like to participate, please let Laura know.

Another idea for a program is to hold a panel meeting for SIG conveners to share where the development is for each area so far. The group thought a quarterly meeting would be a good idea, especially if timed with the quarterly reviews. Laura will take these ideas back to the forum facilitators. It may not turn out to be a forum, but a sharing opportunity. This could be a "SIG Review."

Filip showed sketches that simplify the interface for notes fields.

Lynn suggested that "Public and Non-Public" should be an options for all note types and presented as a "checkbox" option for each type.

• A final list of note type terms will be needed.
• Filip - Should any of these trigger anything, or they just descriptive? Jason - At this point there is not an expectation of an action at this point. If so, that would be part of the workflow app.
• Ann-Marie - Are these notes part of MARC Holdings, Instance Holdings, both?
• If there is an underlying MARC Holding, the user would be sent to the editor app.
• Jason raised the question about where and when records are editable.
• Charlotte suggested taking this up as an agenda for a meeting that is specifically about data flow. An update of the data flow diagram is being worked on.
• Christie - Where will this be used? Only holdings and items? Christie suggested this is a good model for all notes in MARC Instance records, so dedicated UI space is not needed for each 5XX note. Will we have a separate meeting to discuss which fields belong in notes? How will this be decided.
• Charlotte - The point of this meeting is to present the notes in a more compact format.
• These notes are tied to MARC fields underneath. Ann-Marie wondered if it would make sense to have the MARC fields in parenthesis in the display.
• Dennis - Need to keep in mind people who do not have MARC Holdings, but do need to generate them for exports. The shown list is purposefully exhaustive to accommodate this scenario.
• To proceed, Charlotte will create a Discuss post and give a deadline, to give the group a chance to comment on the list of notes.

Michael Knarr

Theodor Tolstoy (One-Group.se)