2019-11-14 Metadata Management Meeting notes

Laura E Daniels

https://docs.google.com/spreadsheets/d/1VEVZT4U8IO9Wztx72xR2zmuLz5A-dlhvgARmdA7DvUU/edit#gid=0

(RM list contains some MM-related sessions as well: https://docs.google.com/spreadsheets/d/1fu-vzvWV1YTQp1HgWLm3qSLqOSGG0w2biXZthIBgKdQ/edit#gid=0)

If your institution has not ranked UXPROD-2002 - Getting issue details... STATUS (Implement Normalized Call Number for Sorting), please do so. This helps with capacity planning prioritization.

Lisa McColl

https://github.com/folio-org/mod-source-record-manager/blob/master/RuleProcessorApi.md

Tool: Postman (freely available, downloadable app)

Connect to a version of FOLIO on a server

Only API options needed are POST, GET, and PUT

POST to get a token; GET the mapping rules

Mapping rules (in Body) are displayed in JSON:

copy entire JSON and paste it into the edit window

Then can change MARC fields, delete, or can add MARC fields if they aren't part of the default

PUT command to send the changes – need to be aware of which version of FOLIO the changes are being sent to

Can use GET to retrieve new rules and verify if changes were made

Cheat Sheets for the Beginners Among Us:

• FOLIO Snapshot Postman Cheat Sheet
• FOLIO-Testing Postman Cheat Sheet

Quick way to get a token (much quicker than the cheat sheet method): https://folio-testing.aws.indexdata.com/settings/developer/token (Thank you Jenn Colt)

External integrations (e.g., Caiasoft for off-site storage management) and updates to FOLIO. Where/what is the "source of truth"? --possibly to be addressed at WOLFCon

Filip Jakobsen suggests to use Message banner (a new component) to display if an instance record is marked as: Suppressed from discovery, Staff suppress, or Previous held, or holdings/item is marked Suppressed for discovery. This use is intended as a MVP solution: https://ux.folio.org/docs/guidelines/components/message-banner/ Post-MVP we aim for ux consitency with MARCcat.

STCOM-592 - Getting issue details... STATUS

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

UIIN-864 - Getting issue details... STATUS

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

Felix Hemme

Theodor Tolstoy