2021-11-04 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

Notetaker?


Felix
PC update


Minutes

Primarily focused on continued discussion of strategic initiatives.

Other updates/announcements



MARC updates (Holdings & Authorities)
  • Link to Khalilah's slides:
  • FOLIO Cataloging Capabilities ppt
  • MARC authority app mockups ppt
    • Integrates with QuickMARC
  • Kiwi Release - MARC Holdings capabilities
    • Create via Data Import in Kiwi. With Lotus the MARC holdings record can be created directly from Inventory.
    • Edit in QuickMARC
    • View in Inventory, and locked if source == MARC
    • Relationship between FOLIO and MARC holdings are established
    • Field 001 and 004 are configurable with respect to the data from the Inventory HRID. Field value in the Holdings record > 004 is the HRID of the linked instance record
    • If holdings get moved to another instance record, the value in 004 is updated


  • Questions:
    • Will there be holdings properties we still can maintain in Inventory holdings (when there is an underlying MARC holdings); e.g. statistical codes, and suppress from discovery? → Yes, like with the Instance record.
    • Is the 999 ff $s the uuid for the MARC SRS bib or the MARC SRS holding? → It is the Holdings UUID. 
    • Will the access to MARC holdings related actions be governed by permissions? So libraries who do not use MARC holdings, will not see any action buttons, or other options - while this is not needed if they only use Inventory holdings (with no underlying MARC holdings) → Yes, the known permissions (view, edit, delete)
    • What is the planned connection between MARC authorities and Instance records? → Needs to be discussed, not in Scope for Lotus.
    • is there a list somewhere of which apps will use elastic search? → So far only Inventory and Authority Search. The RM group has done some UX mockups but has not decided yet to implement as far as MM knows
    • What about Modules that pop up that interact with Inventory? → Needs discussion, postponed
Deleting Instance records at MTSUwtf
  • Slides
  • A delete tag is added to instances that should be deleted by the catalogers
  • They use Bash scripts that are automated via a Cron job on a Linux server
  • Step 1: Retrieve instance records by tag, retrieve attached holdings_ids, retrieve attached item_ids
  • Step 2: Delete items, then holdings, then instances
  • SRS records can't be deleted. After a delete request the status changes from ACTUAL  to DELETED 
    • Note Ann-Marie: "I'll check with the SRS devs about the API documentation"
  • Is there a check in place that validates something like an item status == "checked out"?
    • Instance record is set to "suppressed" and then tagged
    • Just a few instances have items associated that could be potentially be checked out
  • Another issue could be if the instance record is linked from a POL in the Orders app
  • Comment from Jessica: "There is definitely a use case for wanting to keep an order/pol but delete the instance. Like if you withdraw something and don't want the bib cluttering up the database, but need to keep the order for accounting purposes."
  • uChicago has a similar workflow with Kuali OLE: They add a tag in a 9XX field ("delete"), and then run a report that checks on dependencies before the record is deleted in the database
  • Q from Sara: "Do we know if we delete and Item that was created by a Piece, will ONLY the item be deleted and NOT the Piece as well?" → A-M: "Hi Sara - I think it's worth testing. I don't think deleting the item will delete the piece. But the opposite may happen - orders does some cleanup in Inventory when orders/pieces are deleted"
  • From Jessica: "being able to report out (ie identify) the dependencies is really 90% of the battle"
  • From Laura: "agreed, Jessica -- and controlling how the tagging to be deleted happens accordingly. we are using a statistical code to mark records that potentially should be deleted, but not all have been vetted for potential dependencies."
  • Feature in Jira: UXPROD-1624 Deletion. Implement action menu in top navigation bar. Enable the user to delete a metadata record (Instance) - is P2. New approach: Set as Folio wide theme. Is also a topic in the App Interaction SIG.
  • Instead of hard delete in the database just hide records? There is a permission "staff suppressed" that matches the checkbox in the records.
  • Q from Lisa F: "So what if I made a mistake, (or we found the book that was lost for 20 years.): can I put them back or do I reimport?  Just curious..."

Future topic idea: Present on batch updates with Shell scripts. This could be a topic for the API lab

Deleting Instance records at GBVFelix HemmePostponed to the meeting 11/11/2021

Regular Attendees

(alphabetical by first name)

Present?

Name

Organization


Aaron TrehubAuburn

Adam CottleSkidmore College

Amelia SuttonU Mass-Amherst

Amanda ScottMiddle Tennessee State University

Ann-Marie BreauxEBSCO

Ann KardosUMass Amherst

Annalisa Di Sabato@Cult

Brian ClarkUniversity of Alabama

x

Index Data

Christie ThomasChicago

Christin Seegerthbz

Colin Van AlstineSmith (FC)

Damian BiagiWestern New England Univ

Dennis BridgesEBSCO

Dennis ChristmanDuke University

Douglas ChorpitaGoethe Uni Frankfurt

Dracine HodgesDuke University

Dwayne SwigertMissouri State

Felicia PiscitelliTexas A&M
x

Felix Hemme

ZBW

Jackie MagagnoscCornell Law

Jacquie SamplesDuke University
       Janet EwingMount Holyoke College

Jason KovariCornell

Jeanette KalchikStanford University

Jenn ColtCornell

Jennifer EustisUMass Amherst

Jesse LambertsonUniversity of Chicago

Jessica JaneckiDuke University

Joshua BartonMichigan State

Joshua LambertMissouri State

Kathleen NortonMount Holyoke

Khalilah GambrellEBSCO

Kristin MartinUniversity of Chicago

Kristen WilsonIndex Data
xLaura DanielsCornell
       Laura EvansAmherst College

Linda TurneyMiddle Tennessee State University

Linh ChangStanford

Lisa FurubottenTexas A&M
xLisa McCollLehigh University

Lisa SjögrenChalmers

Lucas MakMichigan State

Lloyd ChittendenMarmot Library Network
xLynne ForsWellesley

Magda ZacharskaEBSCO

Mark ArnoldMissouri State

Martina Schildt

VZG

       Meghan BerginU Mass-Amherst

Molly DriscollEBSCO

Nancy BurfordTexas A&M

Nancy Lorimer

Stanford


Natalie SommervilleDuke University

Natascha OwensChicago

Niels Erik NielsenIndex Data

Patricia RatkovichUniversity of Alabama

Patty WanningerEBSCO


Philip SchreurStanford

Raegan Wiechert

Missouri State University

xRita Albrechthebis-Verbundzentrale

Rita LunnonStanford

Robert (Bob) ScheierHoly Cross

Ryan TamaresStanford

Sara ColglazierMHC/5C

Susan PonischilGrand Valley State Univ

Theodor Tolstoy

EBSCO

Tim WattersLibrary of Michigan

Tiziana Possemato@Cult


Wayne Schneider

Index Data