2018-09-27 MARCcat Subgroup Meeting Notes

Date

27 Sep 2018

Recording is available on: https://drive.google.com/file/d/1WxiyiI1-kCNEIseiL2JAssfmODgpnzsf/view?usp=sharing

Link to the zoom-meeting: https://zoom.us/j/119772606

Link to the wireframes: UX Design Proposed

Link to the discussed document: https://drive.google.com/open?id=167ar6mT-wwaTdrt_-6Ud3Z5npkZ4VFv-icyxCGV_2iQ

Discussion items

Item

Who

Notes

Introduction

@Cult staff met with Filip to discuss the UX proposal. Filip stated in the course of his discussion with @Cult, that four major issues arose that need to be resolved before development can begin on this proposal.

Questions and Answers about the UX for MARCcat

Filip Jakobsen, Annalisa Di Sabato, Tiziana Possemato

@Cult will do a write up of the outstanding questions, and send out to the group to get feedback and discuss all together during this meeting.

Tiziana shared the screen displaying the UX design proposed. This table is an attempt to encapsulate the discussion:

Issue	Priority	More information needed?
Fixed Filter or Sensitive Filter	Low	Not at the moment
Left navigation: Search Fields	High	Yes. The MARCcat Group needs to define what will appear in this drop down menu. (Or, isn't this decided in the Institution settings? - Lisa's question)
Left navigation: Type of search	High	MARCcat group needs to establish what these will be (and what the expect outcomes will be? - Do we need this now? - Lisa's questions)
Filter categories	High	What categories and subcategories would the MARCcat group like to see here?
Locating Duplicate Records - The displayed drop down menu would call and "AND" logic to help libraries identify potential duplicate records, setting their own criteria for what that may be.	Low	Lisa will send Tiziana examples of what her institutions considers duplicate records that are currently in their catalog.
Search Settings Screen	High	This will be set at the institution level, not at a single user level. The group agreed it should function this way.
Application of a sophisticated logic, one that will enable fixed field positional tags to be used.	Low	@Cult will need a list of all of the possible positions and tags that may be needed
Search retrieving both bibliographic and authority records	High	This is already accounted for in the UI designs: The group is in agreement that this is a good feature.
Results List: Is this enough information? Would we want to see in the results list (second pane), the list of bibliographic MARC fields that were retrieved? Note, they will be seen in the third pane.		The results list is good the way it is. There is no need to see the bibliographic fields in the Results pane when they are being shown in the third display pane.

Examples

Lisa McColl McColl

Attached is a MARC file with two records, sent from Lisa.

“Both of these records are currently in our catalog and are Cambridge ebooks for the same title. The first record in the file, came into our catalog during our migration in 2014 to OLE. The second record was imported in 2016 in a batch that was part of a new collection of Cambridge ebooks we added into our catalog. The import process, which matches on the 035 and 019 fields, should have seen the duplicate OCLC number, but it didn't.

So, this is a duplication that crept into our catalog that we do not want there. Now that I look at these and the model we worked on with Filip, I don't think that model would work the way I would want it to in this case. I think I would need an "OR" type of logic, such as "If a value held in either ($a 035 *OR* $z 035 *OR* $a 019) from one record is the same as a value held in ($a 035 *OR* $z 035 *OR* $a 019) in another record or records, display the results."

Next step

A working document that outlines the information @Cult needs from this group will be created. The group members will be asked to contribute to that document.

Attendees

Present	Name
x	Lisa McColl McColl
x	Mary Alexander
	Lisa Sjögren (EBSCO)
x	Jacquie Samples
x	Natascha Owens
x	Tiziana Possemato
x	Annalisa Di Sabato
	Andrea Gazzarini
x	Natascia Bianchini
	Holyna NA
	Christian Chiama
x	David García Sánchez
X	Charlotte Whitt
	Ann-Marie Breaux (Deactivated)
	Lynn Whittenberger
x	Laura E Daniels
x	Sarah Ross
x	Pam Stansbury
x	Filip Jakobsen