2019-11-21 Metadata Management Meeting notes

2019-11-21 Metadata Management Meeting notes

Date

Nov 21, 2019

Attendees

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

@Former user (Deleted)

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 mapping

@Laura 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

@Charlotte Whitt

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: Create Message Banner componentClosed

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: Music / Maps / Media / Video cataloging. Review of data elements in InventoryDraft

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

 

Aaron Trehub

Auburn

      

Alice Krim

 

x

Ann-Marie Breaux

EBSCO

 

Ann Kardos

UMass Amherst

x

@Charlotte Whitt

Index Data

 

Christie Thomas

Chicago

 

Colin Van Alstine

Smith (FC)

 

Damian Biagi

 

 

Dennis Bridges

Stacks

 

Dennis Christman

Duke University

      X

Douglas Chorpita

Goethe Uni Frankfurt

 

Dracine Hodges

Duke University

 

Felix Hemme

ZBW

 

Filip Jakobsen

 

 

Jacquie Samples

Duke University

 

Jason Kovari

Cornell

 

Jenn Colt

Cornell

 

Jennifer Eustis

UMass Amherst

 

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

 

Nancy Lorimer

Stanford

 

Natascha Owens

Chicago

 

Niels Erik Nielsen

 

 

Patty Wanninger

EBSCO

 

Rita Albrecht

HeBIS-Verbundzentrale

 

Sara Colglazier

MHC/5C

 

Sarah Schmidt

Duke University

 

Tiziana Possemato

 

 

Theodor Tolstoy

EBSCO

 

Wayne Schneider

Index Data