2020-01-09 Metadata Management Meeting notes

Meeting reminders (calendar)

@Laura E Daniels

From Peter Murray on the General Slack channel:

For everyone in FOLIO, Reshare, and the other OLF projects that have downloaded calendar entry files from Zoom:Zoom allows only 50 repeats on an event, which means that almost all of our events were set to expire on during the last two weeks of January.  I've updated the expiration dates in Zoom so that they all end in the week of December 21, 2020.  If you have downloaded a calendar entry from Zoom (links to these calendar entries are on wiki pages, for instance), please download  the calendar entry again to get the updated expiration date.  (Or manually update the expiration date yourself.)

Product Council Update

@Former user (Deleted)

Laura gave the updates.

• WOLFcon logistics

• Holly updated the group. Institutions planning on implementing 2020, MVP features need ranking: https://docs.google.com/spreadsheets/d/1_Ay1lINUGvGmzm284ur-jwPIkp8sOBexC3X6rypitnE/edit#gid=1621730034

• Talk of pivoting to a new model for the PC group. Plans will be discussed at WOLFcon. This will impact the SIG. 

• PC will also discuss at WOLFcon the concerns or issues that may arise of privacy issues with FOLIO users, their accounts, screen-sharing between institutions, etc.

Subgroup Updates and Other Updates

• The Entities Management Subgroup had their first meeting.

• Export: Magda has developers working with her on FOLIO and the export feature in planning. 

Mode of Issuance

@Ann-Marie Breaux (Deactivated)

When mode of issuance was first considered for FOLIO, rda terms were combined. Rita believes BLvl can be mapped to mode of issuance and vice versa. Christie suggested we include "other" as a mode of issuance. Jacquie suggested the term "unknown" instead or "unspecified."

Laura suggested we go with the four RDA values plus "unspecified". Charlotte said this is an easy fix. Charlotte also suggested there should be built in flexibility as RDA values will change/evolve.

Group felt current terminology in FOLIO. 

Duke (via chat): "When does mode of issuance change between the Work and the Instances related to that work?"

"Mode of Issuance" is an element of the manifestation level. 

Item elements

@Ann-Marie Breaux (Deactivated)

• Item record: We have standard fields for Item HRID and Item barcode. We also have a non-repeatable field for Item identifier and a repeatable field for Former identifier. How are libraries planning to use and differentiate between those two fields?

Slide deck

WolfCon sessions preparation

https://docs.google.com/spreadsheets/d/11ygtE4CR32bd344vDmaIkHRBZ5tba-7ETc5jo_8XVVY/edit#gid=0

Agenda now available on Sched (multiple filters: MM & RM/MM)

Unfinished business?

Alternate Graphical Representations - Close to completion. Will work to finish in January

Feature ranking/new features?

Future meeting topics

Refine the result list - work planned for development Q3 2020

https://folio-org.atlassian.net/browse/UXPROD-1634 and slide deck about hierarchical display of result list

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 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

Aaron Trehub

Auburn

Alice Krim

Ann-Marie Breaux

EBSCO

Ann Kardos

UMass Amherst

@Charlotte Whitt

Index Data

Christie Thomas

Chicago

Colin Van Alstine

Smith (FC)

Damian Biagi

Dennis Bridges

Stacks

Dennis Christman

Duke University

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

Laura Wright

Cornell

Lisa Furubotten

Texas A&M

Lisa McColl

Lehigh University

Lisa Sjögren

Chalmers

Lynn Whittenberger

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

Tiziana Possemato

Theodor Tolstoy

EBSCO

Wayne Schneider

Index Data