2019-10-10 Metadata Management Meeting notes

Date

10 Oct 2019

Attendees

please put an 'x' next to your name in the list below the "Discussion items" if you are attending. Thanks!

Discussion items

Notetaker?
Documentation	Laura E Daniels	Please add to this whenever possible: Individual Apps - Information, Tips, and Tricks
Product Council Update	Former user (Deleted)	PC meeting this week consisted almost entirely of SIG/Working Group updates. Details can be found here: https://docs.google.com/document/d/1wd4z2F6FoHGWUN0HeHizV5R4IYgw3cdflqd-il6mlz4/edit?usp=drive_web&ouid=106882771475433420802 (PC meeting minutes can always be found on Google drive: https://drive.google.com/drive/folders/1AkdrKrQvcanOja5nkW99X0pn5yrJjNbL)
Subgroup Updates and Other Updates		Data Export still reviewing & prioritizing use cases
Feature ranking/new features?		none this week
Inventory Search & Filters	Charlotte Whitt	Slide deck * Search options: UIIN-112 - Getting issue details... STATUS * Segment control: UIIN-758 - Getting issue details... STATUS Filter list (to be reviewed) UIIN-759 - Getting issue details... STATUS UIIN-760 - Getting issue details... STATUS UIIN-761 - Getting issue details... STATUS Charlotte gave an update of where search and sort is now & what is still planned Trying to keep filter lists consistent across record types & across apps Add comments or ask questions on Slack channel (#mm-sig_search_wg) – see slide deck for specific feedback Charlotte would like Refinement of results lists is not cap-mvp, so results (middle pane) will be the same for each segment at first – this is not ideal for, for example, item searches Should searches & filters be retained when switching back and forth across segments?
Item Status Withdrawn	Emma Boettcher	Slide deck clarification of what "withdrawn" means, e.g. it is a more permanent status than lost/missing, often suppressed, important for statistics/reporting; some differences across institutions, but in general withdrawn is applied to materials that will not be replaced questions around system-generated status changes vs manual: withdrawn might be both need balance between difficult & impossible to change status
Future meeting topics		Source of truth (SRS). Review the FOLIO metadata flow based on test of the newly implementation of edit freeze of records in Inventory when having only SRS and Inventory installed. Inventory, MARCcat, Data Import Permissions interaction review 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) Authority Data and Inventory Vision (small group work first) Discovery – need to clarify sources of data for discovery vs. data needed for operations; this needs to be documented for the entire FOLIO community and direction should come from Product Council Item record statuses and the apps that affect them Music / Maps / Media cataloging review of data elements in Inventory 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 https://wiki.folio.org/pages/viewpage.action?pageId=783364 64

present?	Name	Organization
x	Aaron Trehub	Auburn
	Alice Krim
x	Ann-Marie Breaux	EBSCO
	Ann Kardos	UMass Amherst
x	Charlotte Whitt	Index Data
x	Christie Thomas	Chicago
	Colin Van Alstine	Smith (FC)
	Damian Biagi
	Dennis Bridges	Stacks
x	Dennis Christman	Duke University
x	Dracine Hodges	Duke University
x	Felix Hemme	ZBW
	Filip Jakobsen
x	Jacquie Samples	Duke University
x	Jason Kovari	Cornell
x	Jenn Colt	Cornell
	Jennifer Eustis	UMass Amherst
x	Jessica Janecki	Duke University
	Kristen Wilson	Index Data
x	Laura Wright	Cornell
	Lisa Furubotten	Texas A&M
	Lisa McColl	Lehigh University
	Lisa Sjögren	Chalmers
	Lynn Whittenberger
x	Magda Zacharska	EBSCO
	Martina Schildt	VZG
	Mary Alexander	Univ. of Alabama
x	Nancy Burford
	Nancy Lorimer	Stanford
	Natascha Owens	Chicago
	Niels Erik Nielsen
	Patty Wanninger	EBSCO
	Rita Albrecht	HeBIS-Verbundzentrale
x	Sara Colglazier	MHC/5C
	Sarah Schmidt	Duke University
	Tiziana Possemato
	Theodor Tolstoy	EBSCO
	Wayne Schneider	Index Data