2019-10-10 Metadata Management Meeting notes

Date

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

Discussion items

Notetaker?

DocumentationLaura E DanielsPlease add to this whenever possible: Individual Apps - Information, Tips, and Tricks
Product Council Update

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 & FiltersCharlotte Whitt

Slide deck


* Search options: UIIN-112 - Getting issue details... STATUS
* Segment control: UIIN-758 - Getting issue details... STATUS

Filter list (to be reviewed)

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 WithdrawnEmma 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clarification of what "withdrawn" means, e.g. it is a more permanent status than lost/missing, often suppressed, important for statistics/reporting; some differences across institutions, but in general withdrawn is applied to materials that will not be replaced

questions around system-generated status changes vs manual: withdrawn might be both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=78336464

present?

Name

Organization

xAaron TrehubAuburn
      Alice Krim
xAnn-Marie BreauxEBSCO

Ann KardosUMass Amherst

x

Charlotte WhittIndex Data
xChristie ThomasChicago

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks
xDennis ChristmanDuke University
xDracine HodgesDuke University
x

Felix Hemme

ZBW

Filip Jakobsen
xJacquie SamplesDuke University
xJason KovariCornell
xJenn ColtCornell

Jennifer EustisUMass Amherst
xJessica JaneckiDuke University

Kristen WilsonIndex Data
xLaura WrightCornell

Lisa FurubottenTexas A&M

Lisa McCollLehigh University

Lisa SjögrenChalmers

Lynn Whittenberger
xMagda ZacharskaEBSCO

Martina Schildt

VZG


Mary AlexanderUniv. of Alabama
xNancy Burford

Nancy Lorimer

Stanford


Natascha OwensChicago

Niels Erik Nielsen

Patty WanningerEBSCO

Rita AlbrechtHeBIS-Verbundzentrale
xSara ColglazierMHC/5C

Sarah SchmidtDuke University

Tiziana Possemato

Theodor Tolstoy

EBSCO

Wayne Schneider

Index Data