2021-12-09 Metadata Management Meeting notes

Notetaker?

Jennifer Eustis

Announcements

MM SIG is cancelled December 23rd and 30th. Next meeting: Jan 6 2022

Release Notes/Changes

@Jennifer Eustis 

See our New MM SIG Release Notes Highlights wiki page.

• Question about the edits by different users on the same record. Which ever user saves second will cause the edits of the first action from the other user to disappear. Optimistic locking will be turned on for Lotus. For Data Import, most of the time the issue will be on the user side where the manual updates will take longer.

PC update

There were updates for all the SIG conveners. For MM SIG, the discussion revolved around more timely announcements when underlying functionality changed that had implications for institutions. The example were changes to property names that broke some of the reports. Jennifer Eustis has volunteered to dig into release notes and changes.

Minutes - 2021-12-09 Product Council/SIG Conveners Meeting notes  (SIG Convenor updates are part of this page)

Inventory update. New features

@Charlotte Whitt 

A look at Inventory plans - Kiwi and Lotus. Slidedeck

https://folio-org.atlassian.net/browse/UXPROD-3271

This is about swapping postgres sql to elastic search and is currently being worked on. For Lotus, the filters will display the number of records. The switch to elastic search also includes the Instance Lookup component.

Record header: In the item record, now you can link directly to holdings or instance record.

Bound with UI display has been worked on which includes the icon. The item record has a new Bound with accordion. The bound with work here is when items are being related to multiple holdings. See Bound with slides.

POL's can be connected to holdings and items and and now can be seen in holdings via the element called Acquisition which provides POL data in that holdings record that links out to the POL in the Orders App. https://folio-org.atlassian.net/browse/UXPROD-1925

https://folio-org.atlassian.net/browse/UXPROD-3089

Under optimistic locking, errors messages will be more human readable. Browse will also be a new feature for the Inventory search in addition to Administrative Note in instances, holdings, and items. Sorting by publication date will be available as well as being able to search by index title. For Morning Glory, there are plans for a hierarchical display of the result list and improvements on how to present data in the 3rd pane and adding summary data of the instance.

Query searches are useful for searching for options that are not in the drop down. One big win is that the number of results from the search is exact with elastic search. Right now this number is the exact count of instances.

Tips for query searches (https://docs.google.com/spreadsheets/d/1u7kjVh-lQahp-SUEGgGWDyw65LtYRXEdYi_lyier2k4/edit#gid=901484405
). The tabs have examples for each record type. Does the query search support boolean search? Charlotte will explore that more. Eventually there will be advanced search that will support boolean searches.

What about statistical codes?  This might be implemented on the back end already and are documented. This is a facet and needs to be explored.

Keyboard shortcuts have been implemented. There are a couple of bugs when using it for holdings and items. Everything will be ready for Lotus for all FOLIO record types.

Navigation improvements: At the top of the holdings record, the instance title is now a link that brings you to the instance.

Bound-with API

@Felix Hemme 

• Demo how to use the bound-with API to create bound-with relationships as long as we are waiting for UXPROD-3080

https://folio-org.atlassian.net/browse/UXPROD-3080

In the future, the Accordion table will include hotlinks. Right now, it is just information. Also, the item that is linked to multiple holdings should show up when you view those holdings. This is work to be done.

Using the API, you can create, edit, or delete these relationships. This will work in Juniper but will only display starting with Kiwi.

Is there an indication which holdings record has the item attached to it initially? There is a flag at the instance level which is true or false. When there is a bound with relationship, the instance title changes color.

Aaron Trehub

Auburn

Adam Cottle

Skidmore College

x

Alissa Hafele

Amelia Sutton

U Mass-Amherst

Amanda Ros

Texas A&M

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

x

Gregory Edwards

Jackie Magagnosc

Cornell Law

Jacquie Samples

Duke University

x

Janet Baldwin

Michigan State

Janet Ewing

Mount Holyoke College

Jason Kovari

Cornell

Jeanette Kalchik

Stanford University

Jenn Colt

Cornell

Jennifer Eustis

UMass Amherst

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

Matthew Harrington

Duke University

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

x

Tracy Patton

Wayne Schneider

Index Data