2019-11-21 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

Product Council Update

Today's meeting was short. The stakeholders approved funding for funding for documentation. WolfCon planning was discussed. 50 people so far have registered. The schedule is being built. Capacity planning team is working on understanding how changes within a dev team will impact Q4 development. 

Work is being done among German partners on building APIs to link to vendors. Hopefully this will be shareable. 

The Shanghai Public Library in China is interested in working with FOLIO.

Entities Management

New subgroup forming to be led by Jason Kovari

This subgroup will begin at WolfCon. Need for a discussion about entity management across FOLIO - a pathway forward is desired. Example: Bibframe (entity based approach as opposed to a record-based approach). This is not a linked data group. What are the needs for managing entity needs in the FOLIO environment. 

  • What is a vision
  • Gap analysis
  • Actionable short and near term steps to address identified gaps. 

Outcome will be to bring recommendations to the MM SIG. 

A draft charge has been written; please review: https://docs.google.com/document/d/1uHTCkgp_GzJt4PoKoLjCPBS60m3NkXExJjWWn2CkDxg/edit?usp=sharing.

If interested contact Jason or Laura or both. Contact Jason via Slack.

There will be a two hour slot for this at WolfCon.  

Holdings→MARC mappingLaura E Daniels

Fill out Doodle poll by end of today if you are interested in participating:

https://doodle.com/poll/rhrindm7y9h45edf

This is important for Magda's work with data export. Please respond.

Subgroup Updates and Other Updates

FOLIO Data Import/Export Forum recording:

Presentation slides: https://drive.google.com/drive/folders/1IfiLujxzCWky8vNDj3TcScpKioWcELnX

Highly recommended! Laura complemented Ann-Marie on how clearly she explains the flows of data within FOLIO.


WOLFcon planning

Join Slack #folio-wolfcon2020 if you're attending (not the planning channel)

All the proposed sessions can be viewed (view only) here: https://docs.google.com/spreadsheets/d/1YPjpXG8Ds2i5sDH7Sb5u5F572EMJ_Km5MLOeX4apIlc/edit#gid=0

(some times may not be accurate any more, just use :this for an idea of the topics)

(Note: the CQL tutorial will be 90 minutes, not 1 hour)

If you are interested in being a moderator for any sessions, esp. concerning MM, please let Laura know, even if there is a suggested moderator. 

Laura will put a document on Google Drive. Please say if you are planning to attend WolfCon, not going to, or are not sure at this point.

https://docs.google.com/document/d/12Qcr3Sm3LfGUEZZonLWlk5w4OzKPHwAAlh_aCqdCv5o/edit

Accordion display / subheadings (UX)

Course Reserves as possible model?

Charlotte showed Inventory screen. Stated problem: labels are viewing more prominently than values. This is in keeping with most of FOLIO. Course Reserves has a slightly different display. Charlotte would like to know if we would like our display to look more like this - following the Course Reserve model. Please give feedback to Charlotte. 

Search and Permissions in Inventory

Updates on current work on Q4

  • Permissions in Inventory
  • Inventory Search: Segmented control has been implemented. Search options can be specified for the Instance, Holdings, and/or Item.
Unfinished business?

Alternate Graphical Representations

Feature ranking/new features?

Future meeting topics

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

https://wiki.folio.org/pages/viewpage.action?pageId=78336464

present?

Name

Organization


Aaron TrehubAuburn
      Alice Krim
xAnn-Marie BreauxEBSCO

Ann KardosUMass Amherst

x

Charlotte WhittIndex Data

Christie ThomasChicago

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks

Dennis ChristmanDuke University
      XDouglas ChorpitaGoethe Uni Frankfurt

Dracine HodgesDuke University

Felix Hemme

ZBW

Filip Jakobsen

Jacquie SamplesDuke University

Jason KovariCornell

Jenn ColtCornell

Jennifer EustisUMass Amherst

Jessica 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

Nancy Lorimer

Stanford


Natascha OwensChicago

Niels Erik Nielsen

Patty WanningerEBSCO

Rita AlbrechtHeBIS-Verbundzentrale

Sara ColglazierMHC/5C

Sarah SchmidtDuke University

Tiziana Possemato

Theodor Tolstoy

EBSCO

Wayne Schneider

Index Data