2020-09-10 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

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

Inventory Results List

UXPROD-1634 Inventory. Result list Refined display rules - establish small working group which to define short term improvements. 

UXPROD-1730 Inventory. Result list. Display elements should be configurable - long term solution.

Volunteers to address these Jiras in a smaller group are needed. Please contact Charlotte if you are interested.

Product Council Update

Agenda/Notes

  • All SIG conveners gave updates in this week's meeting.
  • Discussion concerning reports and privacy requirements. Reporting needs a way to make sure they are able to identify information to identify information as "private". The POs to start will be asked to identify data elements that need to be anonymized or deleted.
  • Third party possibility to do a VPAT - Voluntary Product Accessibility Template - an accessibility report that demonstrates what works well in terms of accessibility and brings to light improvements needed.
  • Rankings will be converted to a new system of 1 to 5. Current rankings will be converted, but institutions may want to check their rankings in new system to make sure they are still in line with what they want.
  • Prioritizing Fiscal Year Roll-Over
  • Naming releases in tech council update. 


Subgroup & other updates/announcements?


Bound-withs AND Analytics

Review of proposed solutions:

    • Model 1 - Shared item linked to multiple holdings records
    • Model 2 - Primary/dependent items
    • Model 3 - Super item

Which would work best for all (most?) scenarios?

A document to help summarize/frame the conversation

In all cases, it is important that item level data is accurate when it is viewed. 

  • German libraries need an instance to instance relationship.
  • Jacquie commented that the instance to instance relationship is not sufficient for some cases. 
  • Chat comment: "Agree with Jackie. Her example can refer to issues of serials bound with monographic items, and with the situation I sent to Laura earlier where we had three copies of a particular pamphlet in three different bound-withs."
  • Natascha - Hesitant about 1st model for analytics cases.
  • Jacquie expresses concerned that parallel enumeration would not be possible in Model 1. Model 1 is not flexible enough.
  • Laura feels that Model 3 gives the most flexibility, but she is concerned about the feasibility of implementing it. 
  • Jacquie noted that the idea of the "Super item" is similar to a "Container" record. Which is the preferred scenario? Ann-Marie agreed this is a good question. 
  • Jackie Gottlieb (via chat) - "Do we know how the Super-Item would be related to the instance?" - Laura acknowledged she is not sure that was discussed.
  • Jessica - Development work would be needed in any case to make associations between items. To create bound-with relationships some change in FOLIO will be needed to make associations.
  • Charlotte- Can the concept of the "Effective" location or call number be used here? Can we have an "effective" barcode for example.
  • Conclusion: Slight preference for Model 2. Need more examples and use cases to hold up against Model 2 to make sure it will stand. Needs to be done in a timely manner. Do any of these models work for in-analytics? Please add to the document or send to Laura and she will put them in.
Future MM meetings (ongoing)Charlotte Whitt

Result list Improvements:

UXPROD-1634 Inventory. Result list Refined display rules - establish small working group which to define short term improvements. 

UXPROD-1730 Inventory. Result list. Display elements should be configurable - long term solution.


Inventory UI Improvements:

Short term improvements using the MCL component (multi column list)

Long term improvements using a new component for Card display (loop in UX designer and the Stripes Force team)


Add more ideas here

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


present?

Name

Organization


Aaron TrehubAuburn
xAnn-Marie BreauxEBSCO

Ann KardosUMass Amherst

x

Charlotte WhittIndex Data
xChristie ThomasChicago
    xChristin Seegerthbz
xColin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks
xDennis ChristmanDuke University
     Douglas ChorpitaGoethe Uni Frankfurt
xDracine HodgesDuke University
x

Felix Hemme

ZBW

Filip Jakobsen
xJacquie SamplesDuke University

Jason KovariCornell
xJenn ColtCornell
xJennifer EustisUMass Amherst
xJessica JaneckiDuke University

Kristen WilsonIndex Data
xLaura WrightCornell

Lisa FurubottenTexas A&M
xLisa McCollLehigh University

Lisa SjögrenChalmers

Lynn Whittenberger
xMagda ZacharskaEBSCO
xMartina Schildt

VZG


Nancy Lorimer

Stanford

xNatascha OwensChicago

Niels Erik Nielsen
xPatty WanningerEBSCO
xRita AlbrechtHeBIS-Verbundzentrale
xSara ColglazierMHC/5C

Tiziana Possemato

Theodor Tolstoy

EBSCO


Wayne Schneider

Index Data