2021-12-09 Metadata Management Meeting notes

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.

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)

Charlotte Whitt 

A look at Inventory plans - Kiwi and Lotus. Slidedeck

UXPROD-3271 - Getting issue details... STATUS

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. UXPROD-1925 - Getting issue details... STATUS

UXPROD-3089 - Getting issue details... STATUS

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.

Felix Hemme 

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

UXPROD-3080 - Getting issue details... STATUS

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.

Felix Hemme

Theodor Tolstoy