2020-02-13 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!


Recordings of meetings can be found in the Metadata_Management_SIG > Recordings folder on Google Drive: https://drive.google.com/drive/folders/0B7G8S7WF6N20YUM4My1oRTIxSHM

Discussion items

Product Council Update
  • MARCCat was discussed. The executive team will discuss status and priorities and will provide an update back to the PC
  • Index Data and at Cult met to talk about MARCCat. MARCCat is available in FOLIO snapshot stable. Connection to source record still needs to be made.
  • Timeline is not secure with MARCCat at the moment. More analysis is needed. Maybe not Summer 2020, maybe more like the end of 2020. Will know more after analysis.
  • Simple MARC editor discussion. Even with MARCCat functionality this will be built. The development does not take resources from other development areas.
  • Chalmers did Edelweiss upgrade. Items and holdings display has improved. Lisa reported that there is a FOLIO day coming up in Sweden.
  • SIG conveners gave updates.
  • There was positive feedback about the FOLIO Forum on reporting. 

 


  • Resource management will be talking about receiving electronic and print packages. Those interested in containers may want to attend the RM meeting.


Subgroup & other updates?
  • Reporting Group: Prototypes and queries will be written for Metadata Management 
  • Data export: Working group is continuing to work on exporting records from SRS. On-boarding additional developers. Not meeting today.
  • "Lightweight MARC Editing tool" - Group met one hour ago. Trying to move quickly. Looking at text editor options. Scope - create new record, small edits. Meeting again next week. Will narrow things down from there.


New features?

Some updates have been made to  UXPROD-976 - Getting issue details... STATUS , most of us have already ranked this

note: the stories that define this do not need ranking

Chicago, Cornell, and Duke are working on this with Index Data


OCLC Single Record ImportMike Gorrell

Update on the planned work from Index Data

Postponed.

MARCcat Demo

Brief update.

  • Working with Index Data to have an MPV version of MARCCat.
  • Search Function:
    • Many Indices available. 
    • Search / Browse - Example: Browsing "Rowling" returns records with Rowling associations. Must click into record to see why record turned up in result.
    • Title / Begins with
    • Filtering results is available
  • Action button
    • Shows search history
  • New Record Creation
    • Subfields are suggested for fields. 
    • Invalid MARC is not yet displayed.
    • $a is assumed after delimiter is entered.
  • Management of fixed field. If LDR is changed, other fields will adjust and change to appropriate options.
  • Questions:
    • Are changes going to FOLIO Snapshot? - Daily changes are made to snapshot with updates.
    • Suggestion: Consistency use "Field" instead of "Tag" when referring to MARC fields. 
    • Creation of a template - JIRA says these are complete. Where are the settings to create a template? Answer: This is not finished actually. JIRA was closed then reopened and split to become two different JIRAs. 
  • Discussion with Index Data and MARCCat. At Cult asked help from Index Data for development support. What was thought important for MVP go-live?
  • Hope to go live with Florence in the Spring.
Unfinished business

Alternate Graphical Representations -

Future meeting topics


REP-234 - Getting issue details... STATUS (overlap analysis) need to collaborate with RM – Chalmers is interested as well (incorporates Inventory & e-Holdings plus ???) see also REP-92 - Getting issue details... STATUS

Statistical codes: type = "Action" – create list of recommended values

Refine the result list - work planned for development Q3 2020

UXPROD-1634 - Getting issue details... STATUS  and slide deck about hierarchical display of result list

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 format (FOLIO, MARC and more) and Source of truth (SRS, LIBRIS, K10Plus and more). 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.  UXPROD-2249 - Getting issue details... STATUS

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)

UXPROD-140 - Getting issue details... STATUS

UXPROD-2180 - Getting issue details... STATUS

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 - https://docs.google.com/spreadsheets/d/19_aA7bhRIxhcC6Gz-rK_LrfOtz8F5VaOmOcsFsdGU8I/edit#gid=2006676577

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://folio-org.atlassian.net/browse/REP-234

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
     Douglas 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
regretsMartina Schildt

VZG

        xChristin Seegerthbz

Mary AlexanderUniv. of Alabama

Nancy Lorimer

Stanford


Natascha OwensChicago

Niels Erik Nielsen

Patty WanningerEBSCO

Rita AlbrechtHeBIS-Verbundzentrale

Sara ColglazierMHC/5C

Tiziana Possemato

Theodor Tolstoy

EBSCO


Wayne Schneider

Index Data