2021-11-11 Metadata Management Meeting notes

Notetaker

@Natascha Owens 

PC update

@Laura E Daniels 

Minutes

WOLFCon will be August 31-September 2 in Hamburg, Germany

Add proposed agenda items here: FOLIO at WOLFcon 2022

Support SIG is seeking representatives from other SIGs; they meet on Mondays 10-11 Eastern US Time

--need not necessarily be from a library that has implemented

--reach out to Anya or Jesse K. with questions

--anyone is also welcome to join Slack channel #support-sig

Support SIG goes over open tickets that have gotten the "support" label; usually issues found in local environment (in a library's production environment) they can then verify issues on FOLIO hosted environments; what should priorities be with limited resources; participating in this SIG is a great way to get an overview of the project and stay aware of the bigger picture of FOLIO; it would also be great to have an MM SIG there to represent

Other updates/announcements

No other updates/announcements

Deleting Instance records using Inventory Update app (mod-inventory-update)

@Felix Hemme

@Niels Erik Nielsen 

https://github.com/folio-org/mod-inventory-update/blob/master/README.md

Slides:

Felix discussed how ZBW deletes records and keeps them in sync
Instance deletion at ZBW:
ZBW doesn't use SRS because they use CBS (the union catalogue) to manage all records outside of FOLIO
Map record ID in CBS to HRID in FOLIO--copied from CBS and remains in sync (including holdings and item info)
If you delete an item in CBS, it will get deleted in FOLIO as well
If you delete the last item for your holdings in CBS, the holdings and instance will get deleted as well in you local system (FOLIO)

Niels Erik discussed Inventory Update module
Input that you send to this module--handles an "inventory record sets" (meaning Instance details, holdings details, and item details)  -- all of this info is required for mod-inventory input/updates
CBS is the source of truth -- mod-inventory takes the input and accepts that as the source of truth 
All matching is done by HRIDs
Currently only interacts with Inventory (no other Apps/modules in FOLIO)
When Instance HRID already exists: Takes inventory record sets from CBS, pushes to Inventory Update, then to Inventory Storage into an existing record set, compare the two and see if there are additional or less holdings/items in incoming record set and based on that it will produce an updated record set to an executing stage where it will update instance, create delete, move holdings items, create delete relations, preceding/succeeding title info
When Instance HRID does not exist: Incoming record set will be entirely created; see if holdings/items already exist on another Instance and move them to the new one if necessary
Deleting: Mod Inventory update just needs the HRID, will delete from bottom up (items, holdings, instance); for now MOD Inventory does not look outside of Inventory storage (like orders or circulation)

Felix outlined proposals on which dependencies should be checked when deleting records in FOLIO

Wishlist for dependency check:
Dependency checks on modules outside of Inventory are necessary
-Resource management (acquisition)
check if Instance, Holdings, Item is linked to POL in Orders app (if so, record should not be deleted)
-Resource access (circulation)
check if item has open/closed loans before deletion, or;
an item might have fee/fine associated with it, or;
item might have a request associated with it (patron request or hold)
you could easily resolve dependencies between item and loans or fees/fines because you can anonymize these after a determined amount of time
ZBW is considering only linking POL to Instance (not holdings, items)
When deleting in CBS, there should be a dependency check on all dependencies mentioned above (see potential workflow in presentation)

Questions:
How would this interact with Elastic Search? 
Record will be gone from Inventory storage but perhaps still lives in the indexes (this will have to be looked into)

Bib description, holding item maintenance all happens in CBS...is there any editing that actually gets done in Inventory?
They manually set the items status once the record has been posted to Inventory but nothing else gets edited manually

When will the Mod-Inventory update be implemented?
ZBW is already using it

So, how are the dependency wishlist issues currently being addressed?
They are only using ERM at the moment so there are currently no circulation or acquisition dependencies to worry about...but once the Union catalog and Inventory has a stable connection acq and circ will also be implemented

Do we know when the work will start to support the wishlist dependencies?
FOLIO and MOD Inventory work have to be aligned
Deletion of bibs is high on everyone's list of requirements

Felix provided a quick Dashboard demo
Dashboard is a core FOLIO app; a canvas where you can create widgets
Depending on which Widget definition you choose will determine the data elements that appear on the widget;
could be useful if we have some definitions for Inventory (for example, in ZBW's case it could be useful to find records that had dependencies issues)
There is a wiki page dedicated to listing Dashboard widget ideas: Dashboard Use Cases

MARC Authorities

@Khalilah Gambrell

Khalilah summarized some of what was presented at last weeks meeting regarding MARC Authority App advanced search UX pattern and reiterated that it will leverage Elastic Search 
Seemed well received at last meeting but if anyone has more feedback feel free to share directly with Khalilah
Result list for Auth App--was reviewed at last quickMARC meeting
Decision to bold Auth/Ref label to make those results stand out

Facets/Filters:
Proposed pattern for displaying facets 1. Type of heading with dropdown or 2. Pattern that was proposed for proof of concept in Inventory ES: searchbox for facets (with show more option)

Which is preferable?
--Type of heading will probably be used relatively rarely so whatever takes up less space
--Perhaps it boils down to how many possibilities might be listed--if there are very few then autocomplete seems unnecessary
--possibility to switch between A-to-Z or a count
--the ability to sort can be of value
--ability to decide how you want the facets to display (value vs. count)
--desire to know how many values are in the list
--frustrating to have values show up in a facet when initiating a search where there are no results in a particular facet

View Marc Authority record
MARC authority record will display in a third pane view (is the preference that it should open up in a full pane?)
--it would be nice to be able to choose between the two options 
--some people would like for the record to automatically open in the editable version
--having a next/previous button to jump from record to record

Edit MARC authority record will bring you to the quickMARC form for the Authority (much like it does with bibliographic records)

Feel free to share any additional feedback with Khalilah

Next steps:

1.finalize UX patterns for apps using ES; review mockups with other groups; may use a survey to collect data
2. MARC authority -- propose browse results UI design

Aaron Trehub

Auburn

Adam Cottle

Skidmore College

Amelia Sutton

U Mass-Amherst

Amanda Ross

Amanda Scott

Middle Tennessee State University

Ann-Marie Breaux

EBSCO

Ann Kardos

UMass Amherst

Annalisa Di Sabato

@Cult

Brian Clark

University of Alabama

@Charlotte Whitt

Index Data

Christie Thomas

Chicago

Christin Seegert

hbz

Colin Van Alstine

Smith (FC)

Damian Biagi

Western New England Univ

Dennis Bridges

EBSCO

Dennis Christman

Duke University

Douglas Chorpita

Goethe Uni Frankfurt

Dracine Hodges

Duke University

Dwayne Swigert

Missouri State

Felicia Piscitelli

Texas A&M

Felix Hemme

ZBW

Jackie Magagnosc

Cornell Law

Jacquie Samples

Duke University

Janet Ewing

Mount Holyoke College

Jason Kovari

Cornell

Jeanette Kalchik

Stanford University

Jenn Colt

Cornell

Jennifer Eustis

UMass Amherst

Jesse Lambertson

University of Chicago

Jessica Janecki

Duke University

Joshua Barton

Michigan State

Joshua Lambert

Missouri State

Kara Hart

Kathleen Norton

Mount Holyoke

Khalilah Gambrell

EBSCO

Kristin Martin

University of Chicago

Kristen Wilson

Index Data

Laura Daniels

Cornell

Laura Evans

Amherst College

Linda Turney

Middle Tennessee State University

Linh Chang

Stanford

Lisa Furubotten

Texas A&M

Lisa McColl

Lehigh University

Lisa Sjögren

Chalmers

Lucas Mak

Michigan State

Lloyd Chittenden

Marmot Library Network

Lynne Fors

Wellesley

Magda Zacharska

EBSCO

Mark Arnold

Missouri State

Martina Schildt

VZG

Meghan Bergin

U Mass-Amherst

Molly Driscoll

EBSCO

Nancy Burford

Texas A&M

Nancy Lorimer

Stanford

Natalie Sommerville

Duke University

Natascha Owens

Chicago

Niels Erik Nielsen

Index Data

Patricia Ratkovich

University of Alabama

Patty Wanninger

EBSCO

Philip Schreur

Stanford

Raegan Wiechert

Missouri State University

Rita Albrecht

hebis-Verbundzentrale

Rita Lunnon

Stanford

Robert (Bob) Scheier

Holy Cross

Ryan Tamares

Stanford

Sara Colglazier

MHC/5C

Susan Ponischil

Grand Valley State Univ

Theodor Tolstoy

EBSCO

Tim Watters

Library of Michigan

Tiziana Possemato

@Cult

Wayne Schneider

Index Data