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2021-12-09 Metadata Management Meeting notes

2021-12-09 Metadata Management Meeting notes

Dec 09, 2021

Date

Dec 9, 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

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

UXPROD-3271: NFR: Look up instance plug-in. Swap from search tool PostgreSQL to ElasticsearchClosed

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: Holdings: Display of POL number, Order status, Order date and Price in the Acquisition accordionClosed

UXPROD-3089: Inventory. Implementing Optimistic LockingClosed

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

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

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.







Chat



Regular Attendees

(alphabetical by first name)

Present?

Name

Organization

Present?

Name

Organization



Aaron Trehub

Auburn



Adam Cottle

Skidmore College

x

Alissa Hafele





Amelia Sutton

U Mass-Amherst



Amanda Ros

Texas A&M

x

Amanda Scott

Middle Tennessee State University

x

Ann-Marie Breaux

EBSCO



Ann Kardos

UMass Amherst



Annalisa Di Sabato

@Cult



Brian Clark

University of Alabama

x

@Charlotte Whitt

Index Data

x

Christie Thomas

Chicago



Christin Seegert

hbz

x

Colin Van Alstine

Smith (FC)



Damian Biagi

Western New England Univ

x

Dennis Bridges

EBSCO



Dennis Christman

Duke University



Douglas Chorpita

Goethe Uni Frankfurt



Dracine Hodges

Duke University

x

Dwayne Swigert

Missouri State



Felicia Piscitelli

Texas A&M

x

Felix Hemme

ZBW

x

Gregory Edwards



x

Jackie Magagnosc

Cornell Law



Jacquie Samples

Duke University

x

Janet Baldwin

Michigan State



Janet Ewing

Mount Holyoke College



Jason Kovari

Cornell

x

Jeanette Kalchik

Stanford University

x

Jenn Colt

Cornell

x

Jennifer Eustis

UMass Amherst

x

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

x

Laura Daniels

Cornell



Laura Evans

Amherst College



Linda Turney

Middle Tennessee State University



Linh Chang

Stanford

x

Lisa Furubotten

Texas A&M

x

Lisa McColl

Lehigh University



Lisa Sjögren

Chalmers



Lucas Mak

Michigan State

x

Lloyd Chittenden

Marmot Library Network

x

Lynne Fors

Wellesley

x

Magda Zacharska

EBSCO



Mark Arnold

Missouri State



Martina Schildt

VZG



Meghan Bergin

U Mass-Amherst

x

Matthew Harrington

Duke University



Molly Driscoll

EBSCO



Nancy Burford

Texas A&M



Nancy Lorimer

Stanford

x

Natalie Sommerville

Duke University

x

Natascha Owens

Chicago



Niels Erik Nielsen

Index Data



Patricia Ratkovich

University of Alabama



Patty Wanninger

EBSCO



Philip Schreur

Stanford

x

Raegan Wiechert

Missouri State University

X

Rita Albrecht

hebis-Verbundzentrale



Rita Lunnon

Stanford



Robert (Bob) Scheier

Holy Cross

x

Ryan Tamares

Stanford

x

Sara Colglazier

MHC/5C



Susan Ponischil

Grand Valley State Univ



Theodor Tolstoy

EBSCO

x

Tim Watters

Library of Michigan



Tiziana Possemato

@Cult

x

Tracy Patton





Wayne Schneider

Index Data