2018-08-30 Metadata Management Meeting Notes

Product Council update

@Former user (Deleted)

• Capacity planning is still be worked on.

• Identifying a way to have a proof-of-concept for the workflow engine is being discussed.

Announcements

@Laura E Daniels

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."

Subgroup Updates

• Analytics and Bound with - plan to reconvene the WG next week (to talk UX with Filip) - No updates.

• ERM - https://docs.google.com/document/d/102KqGk74SXiydenAWfecLrZVuWYyh0w71k-Zl1hFPkQ/edit - Felix showed this collection of terms that can appear in ERM and in Cataloging records. This is already aligned with FOLIO Inventory terminology.

• Batch Loader - Ann-Marie reported that nine developers are coming on board to help build this functionality. The group is working on screens with Filip as well as the functionality.

• MarcCat - Tiziana reported that it was decided to increase the meetings to two times a week, in order to help push the development. Laura offered to "give" MM meeting time to the MARCCat group.

Holdings & Items Notes UX

@Filip Jakobsen

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.

Historical Data Migration Survey

@Laura E Daniels

For Data Migration SIG, due Sept. 14

https://docs.google.com/document/d/1oYKkrMHarwwoCgELhoijSDD_7J-_qPQrhx3WVUERkPA/edit

This survey is from the reporting SIG. They would like answers by Sept. 14.

• Group believes these questions would be better addressed at the institution level.

• Patty will provide a definition of "Historical Data" as well as help provide an understanding of how this differs from the gap analysis.

Context: The Migration Team is trying to make sure there is a place in FOLIO for everything and that reporting needs will be met.

Resource/Format mapping?

Alice Krim

x

Ann-Marie Breaux

Ann Kardos

UMass Amherst

x

Charlotte Whitt

x

Christie Thomas

Damian Biagi

x

Dennis Christman

x

Dracine Hodges

Felix Hemme

Filip Jakobsen

x

Jacquie Samples

x

Jason Kovari

x

Jessica Janecki

Kimie Ou Yang

x

Laura Wright

Lisa Furubotten

x

Lisa McColl

Lisa Sjögren

x

Lynn Whittenberger

x

Mary Alexander

@Michael Knarr

x

Natascha Owens

Niels Erik Nielsen

Patty Wanninger

x

Sarah Schmidt

x

Tiziana Possemato

@Theodor Tolstoy (One-Group.se)

x

Jenn Colt

X

Sarah Ross

Martina Schildt

X

Sara Colglazier

MHC/5C