2019-12-12 Metadata Management Meeting notes

2019-12-12 Metadata Management Meeting notes

Date

Dec 12, 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)

The conveners gave updates on the different SIGs. Dracine recommended reading the minutes. There is a tentative WolfCon schedule. Please respond to shuttle emails to state times when shuttles will be needed from Houston and Austin airports.

Subgroup Updates and Other Updates



No subgroup updates, however several members are participating in bug-fest and reported that things are going well.

ERM subgroup: Sara said the group is alternating on emphasis/focus between implementers and their implementation plans and a developer's meeting, lead by the PO. This has been a successful model and has been helpful. Sara thought this model may work for the MM SIG group. MM group is interested in possibly adopting this model.



Call number sort

@Christie Thomas

view behavior of sample call numbers with UChicago parsing/sorting. Christie loaded two examples of call number ranges into their OLE - one from Mount Holyoke and the other from Lehigh.



Cutter Schema from Mount Holyoke:

Prefix included in regular search? Does OLE use prefix for browsing sort order? Sara - Call number searches do not typically include prefixes in their system. They are not used to that behavior. Charlotte - this is what they are working on. They are planning so far in using prefixes. 

UIIN-857 - Sorting behavior in FOLIO (Charlotte will add link and other related info here)

Dewey example from Lehigh:





Dewey sort is not correctly in this example. 

From "Marmot" via chat - "Public libraries will need a working Dewey sort."

Michelle: "Smith’s rare books collection has a legacy dewey section"

https://docs.google.com/document/d/1FMl-_oNR6k-wVDQrZeMT_V9-ZDDaZBzdiipx0OQii9E/edit

Material type (item): required vs optional

@Christie Thomas

https://folio-org.atlassian.net/browse/UXPROD-2178

Some institutions use material types to drive loan rules. Chicago uses loan type to drive circulation rules. Requiring material type is a hardship for Chicago. They would have to make it "unspecified" manually every time. 

Search and Permissions in Inventory, continued

@Charlotte Whitt



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.

https://folio-org.atlassian.net/browse/STCOM-592

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

https://folio-org.atlassian.net/browse/UIIN-864

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





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



X

Jacquie Samples

Duke University



Jason Kovari

Cornell



Jenn Colt

Cornell



Jennifer Eustis

UMass Amherst



Jessica Janecki

Duke University



Kristen Wilson

Index Data

regrets

Laura Wright

Cornell



Lisa Furubotten

Texas A&M



Lisa McColl

Lehigh University



Lisa Sjögren

Chalmers



Lynn Whittenberger



x

Magda Zacharska

EBSCO



Martina Schildt

VZG

x

Mary Alexander

Univ. of Alabama



Nancy Lorimer

Stanford



Natascha Owens

Chicago



Niels Erik Nielsen





Patty Wanninger

EBSCO



Rita Albrecht

HeBIS-Verbundzentrale

x

Sara Colglazier

MHC/5C



Tiziana Possemato





Theodor Tolstoy

EBSCO



Wayne Schneider

Index Data