2019-10-10 Metadata Management Meeting notes

2019-10-10 Metadata Management Meeting notes

Date

Oct 10, 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: https://folio-org.atlassian.net/browse/UIIN-112
* Segment control: https://folio-org.atlassian.net/browse/UIIN-758

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Item Status Withdrawn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clarification of what "withdrawn" means, e.g. it is a more permanent status than lost/missing, often suppressed, important for statistics/reporting; some differences across institutions, but in general withdrawn is applied to materials that will not be replaced

questions around system-generated status changes vs manual: withdrawn might be both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

present?

Name

Organization

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