2019-04-04 Metadata Management Meeting notes

Product Council Update

@Former user (Deleted)

No PC meeting this week

Face to face meeting planning

@Laura E Daniels

Meeting dates: June 17-19, Location: Crystal City, VA, DoubleTree Hilton in Crystal City? (T.B.D.)

https://docs.google.com/spreadsheets/d/1JELsHTfu_xYA1yTsyRCorZzEVofd8Njsg1Lo32rm_3s/edit#gid=1803978717

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Charlotte reported that the developers will attend. Laura is still not certain what the MM SIG involvement will be. She will share what she hears when she knows. A hotel announcement did get released.

Subgroup Updates and Other Updates

• The MARCCat subgroup will not meet for the next few weeks as the at Cult team works on development. The next FOLIO forum on April 10 (11AM Eastern Time) will be a MARCCat demo.
  Registration: https://zoom.us/webinar/register/WN_gVmnuS94T5OKFNT8duBHBw
  
  

• ERM Sub Group: Work on integrating eHoldings resources into Agreements ; Agreements (aka ERM) and Licenses will be part of the Bellis release. This can be seen now in the test installations.
  
  

• Data Import: All of the planning for Q2 is complete. Inventory hookup is the main goal, as well as building a UI for the import. Ann-Marie will be setting up user acceptance testing for the file upload portion of data import. Ann-Marie will put out a call for testers next week sometime.
  
  

• Search: Charlotte reported. Search across FOLIO is currently very rudimentary. The hope is that the MM SIG could establish a model of search that could be used in other apps

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• The EAD-Inventory Mapping Subgroup will be meeting for the first time today (April 4); preliminary spreadsheet at https://docs.google.com/spreadsheets/d/1-nBVb8iwOZd48HIsFIujE8WHxOTDoQyrCon3672nNzs/edit#gid=0

Multiple Graphical Representations

@Laura E Daniels, @Jacquie Samples, @Christie Thomas

https://docs.google.com/document/d/1e6zlt7Gsd50W1HsRWWM6aerClXYe1l7XACaInVuWcoE/edit

Christie stated that this is a working document that she hopes everyone will read and respond to.

Problems:

• If multiple forms of the value are represented in a single JSON object, both scripts have to be included in a single value cell. This limits the search function.

• Chicago is testing graphical representation in FOLIO. Here is an example:
  

• See MARC record: https://catalog.lib.uchicago.edu/vufind/Record/8539712/Details#tabnav

• See JSON sample: (Christie will provide)

• Functional requirements need to be built so developers can understand the issues. What would we like to have happen in FOLIO?

• Proposed solution:

  • Single JSON object for the property, e.g., Title, with the ability to have an array of values for display (labels).

  • Values should allow for a property that identifies the script.

  • This would allow for the ability to configure displays to include multiple representations or a selection of representations.

Functional requirement: Create an instance record and be able to have multiple graphical representations of the language, or be able to put a non-transliterated title that can be searched in other scripts.

Ann-Marie (via chat):

"So is that functional requirement 1) to transliterate on the fly, then close the window and it's gone or 2) to transliterate on the fly and then store that transliteration into the Instance/SRS?"

Group: This may be too limited. There is a search and display issue.

Laura: Please comment on this document throughout the week. Charlotte suggested consulting a Niels as a next step.

Serials receiving, items, etc.

for reference only

Review of planned functionality in orders. User stories for Metadata Management needs?

Dennis Bridges can meet with us April 18 to discuss what is planned and what has been implemented for receiving and checking in materials.

See

UXPROD-1146: Receiving and Checking-in Materials based on Purchase Orders and Purchase Order LinesClosedPreview

UXPROD-193: Checkin Electronic Item(s)ClosedPreview - Dennis recommended looking at this Feature and its stories (linked below).

UIOR-159: Checkin: Access Checkin History and Remove ItemsClosedPreview

UIOR-161: Checkin: Access Checkin items pane from POLClosedPreview

UIOR-167: Checkin: Add Pieces for a Purchase Order Line with newly added Item through pluginClosedPreview

UIOR-173: Checkin: Check-in Pieces for a Purchase Order LineClosedPreview

Laura asked that anyone who has questions surrounding serials receiving look at these JIRAs. If the questions are not answered by these stories, please keep it in mind for the discussion with Dennis.

Ann-Marie - The basics are in place for serials receiving. Right now receiving is not related to MARC records. If MARC is required, then an explanation needs to be provided. Jacquie emphasized that print serials continue to be a large component of research libraries. Christie said Chicago checks in serials without MARC Holdings. They still have a need to see what they have and when they received it.

Laura has created a Google Doc where we can record use cases and functional requirements that we are thinking of from an inventory/metadata perspective: https://docs.google.com/document/d/18F68B1OjG0kgrsSpbHov_WhUzsr0cFYUPXSOBrj4T_E/edit#

Christie pointed out that this is in the Inventory Data Model "Display received issues on a holdings record" is described on the Inventory Data Model. This is planned for Q2.

Future meeting topics

Mapping to Inventory beyond MARC (being worked on by EAD mapping subgroup)

Authority Data (for June working meeting?)

Discovery

Search enhancements - possible also look at more general requirements for defining search, e.g. when to use: Phrase search, Truncating (left and/or right), Stemming, Nested search, Boolean search, etc. (TC and MM task)

Item record statuses and the apps that affect them

Charlotte: Music cataloging review of data elements would be helpful.

Felix (via chat) "@charlotte: I could ask a colleague (from one of the 180 network libraries) if she/he could review the beta elements from a 'musical' point of view."

Texas A&M may have a music cataloger that can help.

Christie offered to load cartographic and music data from other libraries into their test FOLIO instance.

Jennifer (via chat): We should also look at video as well. Videos have other standard numbers EAN for instance and fields that people like to search and discovery them by

Aaron Trehub

Auburn

Alice Krim

Ann-Marie Breaux

EBSCO

Ann Kardos

UMass Amherst

@Charlotte Whitt

Index Data

Christie Thomas

Colin Van Alstine

Smith (FC)

Damian Biagi

Dennis Christman

Duke University

Dracine Hodges

Duke University

@Felix Hemme

ZBW

Filip Jakobsen

Jacquie Samples

Duke University

Jason Kovari

Jenn Colt

Jennifer Eustis

UMass Amherst

Jessica Janecki

Duke University

Kristen Wilson

Index Data

Laura Wright

Lisa Furubotten

Texas A&M

Lisa McColl

Lehigh University

Lisa Sjögren

Lynn Whittenberger

Martina Schildt

VZG

Mary Alexander

Univ. of Alabama

Nancy Lorimer

Stanford

Natascha Owens

Niels Erik Nielsen

Patty Wanninger

Sara Colglazier

MHC/5C

Sarah Ross

Cornell

Sarah Schmidt

Duke University

Tiziana Possemato

Theodor Tolstoy

Wayne Schneider

Index Data