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2020-05-07 Metadata Management Meeting notes

2020-05-07 Metadata Management Meeting notes

May 07, 2020

Date

May 7, 2020

Attendees

please put an 'x' next to your name in the list below the "Discussion items" if you are attending. Thanks!

Recordings

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

@Former user (Deleted)

meeting notes: https://docs.google.com/document/d/1umiCI56ZL8CvA6uPuQ_Skz04la699js-sT0ArW6IxCE/edit

The Product Council was introduced to the new technical writer Marsha Borensztajn. Round 2 and Round 3 groups are being framed as MVP. Round 4 are implemented in Summer of 2021. These are "post-MVP" groups. Holly talked about ranking post-MVP features. The deadline for this will be June 1. New bilingual Product Owner, Lucy Liu, has begun and is working with the Shanghai Libraries.

Laura asked whether the group would like to meet to discuss MVP features together.

Subgroup & other updates?

 

Latest sprint review (slides) and video includes demos of data import, data export, resizable panes, normalized ISBN search, and filter by updated date

Data Import: good demo this week, and good feedback from the subgroup. Subgroup is working on protecting MARC fields during replace/overlay actions. Developers are working on lots of bug fixes from field mappings, plus the UI for MARC Modifications. We're also finishing the work to bring the Instance Preceding/Succeeding fields under control of the default MARC-Instance map. Once that happens, those Instance fields will not be editable any more if Source = MARC

Usability findings from Cornell: See link to report near bottom of this page

 

Bound-withs

 

How are these represented now? (demos from @Raegan Wiechert@Lisa McColl@Felix Hemme Sharon Domier (5 Colleges) @Natascha Owens@Laura E Daniels)

How do we plan (or hope) to migrate this data into FOLIO?

What is the "ideal" model/behavior?

Review these two features:

UXPROD-1856: Analytical records; bound with - part 1: wrap up work on instance to instance linkingClosed

UXPROD-1241: BE: Analytical records; bound with - part 2: link multiple bibs to the same itemClosed

 

  • Laura Wright - Cornell - Voyager - Laura demonstrated. 

    • screenshots: https://drive.google.com/open?id=1Q83p69QEFeXS3etYHz5-mV06NC3TaT9L

    • Bibliographic record for the first title of a boundwith. That bib record has a holdings record.

    • 852 has a public note that includes a note, boundwith and provided slides.

    • There is one item per bound with. Public catalog (Blacklight) displays the titles that are part of the boundwith. The  Availability does not display accurately.

  • Reagan Wiechert - Sierra - Sierra does not use holdings - everything is in an item record. In Sierra, boundwiths are built by linking records together.  There is nothing explicit in the public catalog to expose this linking. Once you link records, there is no way to tell which one the item record was originally attached to. You can unlink records, although it is a cumbersome process. Reagan is not aware of a way to generate a list of boundwiths. A barcode search brings up the first record that the item is linked to.

  • Lehigh - OLE - 

    • https://confluence.cc.lehigh.edu/display/LTSTS/SC+TRX+-+Bound+withs

    • Example of public display - https://asa.lib.lehigh.edu/Record/168993

    • When deleting in OLE message:
       

  • Chicago - OLE

    • Does not use BoundWith functionality in OLE. Did not get it to work they way they want. 

    • They use a "dummy" item.

    • There's a note in the bibliographic record to indicate that it is a bound with

  • Felix - Their system has a two level structure - bib and item. The local ILS does the linking. One barcode links out to item ids so they are one physical unit. Details: https://docs.google.com/document/d/1Y5n78Hdfx8oYW-yn6hrI5Yhc3UmnvN3jWdQ7Rjnfy3k/edit#

    • Public display does not show items are bound together.

    • In FOLIO would like one barcode since that needs to be unique

    • In FOLIO ability to link bibs to a barcode

    • System displays current availability

    • the Barcode just lives in one random item record in the union catalogue (CBS database)

Ann-Marie - "Light bulb moment for me and hoping it gets captured. If (in special circumstances) duplicate barcodes are allowed in item records, then circulation can be tracked at the UUID level, but item availability status for all linked item UUIDs (based on having the same barcode number) could be updated for all. That doesn't resolve the "we need to link holdings instead of items" situation, but maybe it gets us a little closer?"

  • Sara - Aleph - Use for monographs

    • The ITM is used to link out to the ADM record number. the ADM record is an administrative record. These don't have holdings at UMass. The ANA links out to the bib record and doesn't have (or tends not to have) a ADM record

    • Displays in online catalog

    • Use this for analytics - all of items on one parent. 

    • Confusing for staff

    • Identification becomes important for weeding projects.

Jessica Janecki commented that she looked at all related Jira's and in general the UXPRODs could use cleaning up, attention, and updating. 

Action: Laura suggested reconvening the boundwith group. Please add your name to this page: Representation of analytics and bound with records in Inventory

Sara commented that the RM group is talking about relationships. Would it be worthwhile reaching out to Owen to see if there is work done that could be reused? Laura thought that would be a good idea, but perhaps after boundwiths needs have been established. Agreement is needed on what kind of entities we want to link to each other. How do we want those to behave? 

Felix noted that knowing prior to migration how boundwiths will be handled.

Feature ranking/gap analysis redux

 

for future meeting(s)

features:

https://docs.google.com/spreadsheets/d/1IoGBR4uWXCTDeag5tlMf0fRD0BFDb8r84IOgS0ZUUUE/edit?usp=sharing

ranking: https://docs.google.com/spreadsheets/d/1g8pCNmg2DrGJzUAtQHXPas8M9WIDXijnY4q666teeDc/edit#gid=0

 

Action: How can we effectively address features and prioritization? How can we look collectively at what has not yet been developed and what is most important?

 

Future MM meetings (ongoing)

 

Add ideas here

https://docs.google.com/document/d/1u1tvfVxn6i3fTImrWWCYHlh7RT5cf3_G7YgDuxKob4M/edit

 

present?

Name

Organization

present?

Name

Organization

 

Aaron Trehub

Auburn

x

Ann-Marie Breaux

EBSCO

 

Ann Kardos

UMass Amherst

 

@Charlotte Whitt

Index Data

 

Christie Thomas

Chicago

    

Christin Seegert

hbz

 

Colin Van Alstine

Smith (FC)

 

Damian Biagi

 

 

Dennis Bridges

Stacks

 

Dennis Christman

Duke University

     

Douglas Chorpita

Goethe Uni Frankfurt

 

Dracine Hodges

Duke University

x

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

 

 

Magda Zacharska

EBSCO

x

Martina Schildt

VZG

 

Nancy Lorimer

Stanford

 

Natascha Owens

Chicago

 

Niels Erik Nielsen

 

 

Patty Wanninger

EBSCO

x

Rita Albrecht

HeBIS-Verbundzentrale

x

Sara Colglazier

MHC/5C

 

Tiziana Possemato

 

 

Theodor Tolstoy

EBSCO

 

Wayne Schneider

Index Data