2021-07-15 Metadata Management Meeting notes

2021-07-15 Metadata Management Meeting notes

Date

Jul 15, 2021

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

PC update

 

Minutes

Other updates/announcements

 

BugFest is live. Please do jump-in. Ann-Marie asked for more testers around data import template issues; BugFest channel has request.

MARC records that exceed maximum length – desired export behavior?

@Magda Zacharska

  • PPT in meeting recording

  • Some instances have thousands of items; when exporting in custom profile that includes bib, holdings and items, exceeds 99,999 character limit - in which case export fails

    • Workaround: identify record, exclude record and then export that bib separately

  • Options

    1. Ignore MARC record limit

      1. Pro: all data exported

      2. Con - makes generating MARC record unusable / difficult to use

    2. Truncate data; with or without logging the error

      1. Pro: error in processing of one record does not affect whole export; easiest to implement

      2. Con: no control over which items are exported

      3. Implementation options: export only MARC bib (no holdings & items); log holdings and items removed to allow for separate export with different profile

    3. Export invalid data to a separate file

      1. Pro: clear separation of the records; all data are exported

      2. Con: difficult to implement; requires architectural changes to current implementation to support two files associated with one export

  • Use Case for exporting item data with the bib & holdings in .mrc: export for discovery layer;

  • Handling in existing systems:

    • Chicago: have split serial records into many to limit the number of items/bib

    • Holy Cross: have bib records that exceed the limit themselves (mainly due to content notes)

    • 5C: items are not extracted... happens via look-up

  • Can system ignore AND log those records them? Yes – but then cannot export those... unless they have a separate mapping profile with simplified exported record

  • Log file needed regardless!!!

  • Approach: if record exceeds limit, will not be included in export but a log will be created indicated excluded records

    • Option 3 is long-term desired solution (as per a few voices)

Inventory Search Improvements (ElasticSearch) updates

@Magda Zacharska

  • Main scope: review UXPROD-2712 and prioritize remains work

  • Wiki pages under MM-SIG's working groups

  • 30 use cases identified, reviewed and prioritized

  • Remaining to do:

    • call number search

    • exact phrase match: contributors, titles, other full-text fields that are analyzed and pre-processed

    • count of matching records; count instances when counting holdings or items may be more appropriate (see later "Inventory Results List Updates" agenda item)

  • Supported Search Types: https://github.com/folio-org/mod-search#supported-search-types

  • Question(s):

    • Will these enhancements be available in PO search as well? No, only inventory but worth considering for the instance look-up, which is a separate piece of software / plug-in (UIPFI project). Issues at-hand: UI and data source (Inventory storage)

    • Searching across all properties? Discussed during last meeting to allow for searching all already-indexed properties (this does not include all properties); there are some fields deemed unnecessary for search... and if we build search for all edge cases, may lose sight of 99% of searches. All are welcome to join subgroup meetings to engage in discussion; reach out to Magda if you'd like to attend.

Bound-with back-end work updates

@Charlotte Whitt

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

UXPROD-2855: FE: Display Bound with in the UI (Instance, holdings, item)Closed

UXPROD-3080: Edit - first iteration. Analytical records; bound with - part 2: link multiple bibs to the same itemClosed

Slidedeck

Not discussed - hold for next meeting

Inventory Results List Updates

@Charlotte Whitt

UXPROD-491: Result list. Long term solution. Implement Refined UX-design for Inventory - hierarchical navigation structure (Instance, Holdings, Item)Draft

Working group - documents on the FOLIO wiki

Slidedeck

  • MM/RA/RM working group on UXPROD-491 : going to Filip's original design from 2017

  • Mockups for hierarchical display in the above linked slidedeck

  • Considering how to get away from results that always defaults to Instances; also allows for more data points (e.g.: resource type, format, HRID)

  • Skipping second-pane step and allows to get to item record (i.e.: not having to open Instance... click on holdings and click on item). Outstanding question around whether want this to be full-screen as default? I.e.: do we want the context in the search-and-filter pane? Also : efficient if search and have one result – should open the one result without additional clicking

  • "Sort by" features - various fields, which persists until changed

  • Color change (darker) for identifying levels of hierarchy user is in – alongside easy navigation among levels

  • Can click-to-expand Instance and Holdings in full-screen

  • Question(s)/Comment(s):

    • If multiple holdings on an Instance, would show only the holdings being searched? or all? Only those being searched... but need ElasticSearch for that precision

    • What is timeframe for implementation? Was among top-20 features listed by libraries; talking next week with UI devs to have their say early in process to evaluate complication of integrating level navigator and result list.

    • Would demand changes in ElasticSearch – would need more data in instance indexing, as one example. Magda will run mockups by ElasticSearch back-end devs for feedback

    • For later: we have different UI handling for Instance versus holdings and items; when we get ready to shift to this view, will need to consider how tag info needs to be moved around for full screen instance. Invite Ann-Marie when this is discussed by WG

    • Cross-functional working group is a good model for future work

Regular Attendees

(alphabetical by first name)

Present?

Name

Organization

Present?

Name

Organization

 

Aaron Trehub

Auburn

x

Amelia Sutton

.

  x

Amanda Scott

 

x

Ann-Marie Breaux

EBSCO

 

Ann Kardos

UMass Amherst

 

Annalisa Di Sabato

@Cult

x

Brian Clark

University of Alabama

 

Bob Scheier

Holy Cross

x

@Charlotte Whitt

Index Data

 

Christie Thomas

Chicago

  x

Christin Seegert

hbz

 

Colin Van Alstine

Smith (FC)

 

Damian Biagi

 

 

Dennis Bridges

EBSCO

x

Dennis Christman

Duke University

 

Douglas Chorpita

Goethe Uni Frankfurt

x

Dwayne Swigert

 

 

Lloyd Chittenden

Marmot Library Network

     

Douglas Chorpita

Goethe Uni Frankfurt

 

Dracine Hodges

Duke University

  x

Dwayne Swigert

?

x

Felicia Piscitelli

 

 

Felix Hemme

ZBW

x

Jackie Gottlieb

Duke University

x

Jackie Magagnosc

Cornell Law

x

Jacquie Samples

Duke University

         

Janet Ewing

 

x

Jason Kovari

Cornell

         x

Jeanette Kalchik

 

x

Jenn Colt

Cornell

x

Jennifer Eustis

UMass Amherst

 

Jesse Lambertson

University of Chicago

x

Jessica Janecki

Duke University

x

Joshua Barton

Michigan State

 

Joshua Lambert

 

 

Khalilah Gambrell

EBSCO

x

Kristin Martin

University of Chicago

 

Kristen Wilson

Index Data

x

Laura Daniels

Cornell

        

Laura Evans

 

x

Linda Turney

Middle Tennessee State University

x

Linh Chang

 

 

Lisa Furubotten

Texas A&M

 

Lisa McColl

Lehigh University

 

Lisa Sjögren

Chalmers

 

Lucas Mak

 

x

Magda Zacharska

EBSCO

x

Mark Arnold

 

x

Martina Schildt

VZG

        

Meghan Bergin

 

 

Molly Driscoll

EBSCO

x

Nancy Burford

 

x

Nancy Lorimer

Stanford

x

Natalie Sommerville

Duke University

 

Natascha Owens

Chicago

 

Niels Erik Nielsen

 

x

Raegan Wiechert

Missouri States University

   

Patricia Ratkovich

University of Alabama

 

Patty Wanninger

EBSCO

x

Philip Schreur

Stanford (PC Liaison)

 

Raegan Wiechert

Missouri State University

x

Rita Albrecht

hebis-Verbundzentrale

 

Rita Lunnon

 

x

Sara Colglazier

MHC/5C

 

Theodor Tolstoy

EBSCO

x

Tim Watters

Library of Michigan

 

Tiziana Possemato

@Cult

 

Wayne Schneider

Index Data