2022-01-13 Metadata Management Meeting notes

Notetaker?

@Martina Schildt and @Laura E Daniels 

Announcements

• TAMU is live \o/ ... They are using Inventory holdings only, not MARC holdings

  • Reply from Anne H at TAMU: Inventory Holdings only. Yes, it's a bit hectic but not bad so far

• there will be ameeting next week with 2 topics already on the agenda:

  • Madga: talk about holdings record export and

  • update on bulk edit development

PC update

@Felix Hemme 

2022-01-13 Product Council/SIG Conveners Meeting notes

• Ranking/Prioritization Group: FOLIO SME's are invited to share their feedback on previous ranking processes on this wiki page: II | Requirements analysis

  • if people are interested to join the group, please contact Martina Schildt

  • the group is thinking about a new process to prioritize development

• SWOT Analysis revised report: PC members will give feedback till next week (Jan 20th). Then the PC will decide how to move forward.

• the analysis was done by Anya Arnold and Sharon Wiles-Young; community gave feedback of strengths and weaknesses of the product and project

• related word document

Release Notes/Changes

@Jennifer Eustis 

MM SIG Release Note & Other Highlights

• Jennifer highlights 2 stories

• Story on deduplicating record identifiers for marc holdings, instances, items, and marc authorities. Release for Lotus R1 2022.

• Story to investigate time to import a single OCLC record when a large import is running. Release for Lotus R1 2022

  • import side: analysis is done; work too large to finish in Lotus; there are only 2 weeks left

  • it's a feature for morning glory now

  • Cornell: 150 single records imports per day

  • no rankings from libraries are neede; this is just gonna get done

MARC record does NOT open after saving an invalid field

@Natascha Owens 

• MODQM-127: MARC record does NOT open after saving an invalid fieldClosedPreview

• Natascha will talk us through this bug and we can discuss possible workarounds as long as an institution is live on a release prior to Kiwi

• bug is fixed for Kiwi

• Chicago is looking for what they can do until they have Kiwi

• Natascha demos the issue in Folio Inventory

• when editing the SRS record and entering an invalid field, the inventory instance is not updated

• sometimes this may even be just a typo

• corrupt SRS records can be updated after correcting the error outside the systems

• question: Can this bug fix be back ported to Juniper

• answer: no, it cannot be backported

• the SRS record does not seem to validate

• workaround: after editing SRS record, wait a few minutes and try to edit again

• Adam Cottle: experienced a similar issue with data import

• Jenn in chat: One thing that can help reset things with DI is to make sure you remove the 999 when you are trying to reset a record

• A-M: it is important that when updating (not creating a record) that users do not accidentally use a create profile, but an update profile

• Jenn will add a paragraph to the Tipps and Tricks section

• Adam in chat: For reference: for
  SQL [null]; ERROR: insert or update on table "raw_records_lb" violates foreign key constraint "fk_raw_records_records"   Detail: Key (id)=(92a43de3-277b-41f9-b10f-6c3302e917d3) is not present in table "records_lb".

• Felix: is there a way to find the corrupt records?

• Christie: could have a query that identifies where your current SRS is out of sync with your Inventory record → this may not be very effocient

• another not validated idea: search current or active SRS records that do not have a "999" tag → would indicate that the SRS record was corrupt

• A-M in chat: Charlotte - re: your question about identical 999s - I don't think that will be an issue, but I'll add it as a question in the draft Jira I mentioned

• A-M in chat: Here's the Jira that addresses the error that Adam/Skidmore described: MODSOURMAN-660: Data Import - job fails with fk constraint errorClosedPreview

• Jenn in chat: We have talked about trying to make a report that would shows relationships between instances and SRS records that don’t look right (ie two actual SRS records

• ID has done soem analysis of the issue; it is not possible to backport the bugfix

• Jacquie in chat: Can we expect that this bug will definitely be addressed in Morning  Glory?

• Felix in chat: @Jackie the quickMARC bug is fixed with Kiwi

• Laura in chat: there are issues with any system/tool: at least with FOLIO our reports of problems are taken seriously!

• Jenn in chat: They are in different fields in LDP so it should still work ok to compare

• a relationship report might help

• A-M in chat: I'll start a draft Jira for a script that would identify relationship problems between SRS and corresponding Inventory records. Then maybe we can fill in details at an upcoming DI subgroup meeting

Chat:

Von Christie Thomas (she/her) an alle 05:51 PM
The Inventory instance is not updated.

Von Laura Daniels an alle 05:51 PM
does it not get updated at all? or is it just slow right now? (we usually have to refresh to see updates)

Von Khalilah Gambrell an alle 05:51 PM
Due to the error the change never flows to Inventory instance record.

Von Charlotte Whitt an alle 05:52 PM
Then there should not be a green success toast

Von Jenn Colt an alle 05:52 PM
Oh no!

Von Ann-Marie Breaux an alle 05:52 PM
I think that's why there was a bugfix, Charlotte
Von Laura Daniels an alle 05:53 PM
big ouch

Von Charlotte Whitt an alle 05:53 PM
Can this bug fix be back ported to Juniper

I do affect all libraries
It … :-)

Von Jenn Colt an alle 05:59 PM
One thing that can help reset things with DI is to make sure you remove the 999 when you are trying to reset a record

Von Jennifer Eustis (she/her) an alle 05:59 PM
We talked about the marc modification issues in Data Import lab last week. Christie - did you create that jira?

Von Adam Cottle an alle 06:02 PM
For 
SQL [null]; ERROR: insert or update on table "raw_records_lb" violates foreign key constraint "fk_raw_records_records"   Detail: Key (id)=(92a43de3-277b-41f9-b10f-6c3302e917d3) is not present in table "records_lb".

Von Ann-Marie Breaux an alle 06:05 PM
Here's the Jira that addresses the error that Adam/Skidmore described: MODSOURMAN-660: Data Import - job fails with fk constraint errorClosedPreview

Von Jenn Colt an alle 06:06 PM
We have talked about trying to make a report that would shows relationships between instances and SRS records that don’t look right (ie two actual SRS records

Von Christie Thomas (she/her) an alle 06:07 PM
that is a good idea, Jenn.

Von Jacquie Samples an alle 06:09 PM
Can we expect that this bug will

Von Felix Hemme (ZBW) an alle 06:09 PM
@Jackie the quickMARC bug is fixed with Kiwi
Sorry -- Jacquie

Von Charlotte Whitt an alle 06:09 PM
Will the identical 999 ff $i and $s make it impossible to do that comparison across Inventory, instances and SRS?

Von Ann-Marie Breaux an alle 06:24 PM
Charlotte - re: your question about identical 999s - I don't think that will be an issue, but I'll add it as a question in the draft Jira I mentioned

Von Laura Daniels an alle 06:10 PM
there are issues with any system/tool: at least with FOLIO our reports of problems are taken seriously!

Von Jenn Colt an alle 06:11 PM
They are in different fields in LDP so it should still work ok to compare

Von Jennifer Eustis (she/her) an alle 06:11 PM
It would be great to have alternatives ways to do this beyond the LDP as not everyone has access to that tool

Von Jenn Colt an alle 06:11 PM
Started the list for recovering from errors here if others have things to add: Miscellaneous Tips for Data Import

Von Ann-Marie Breaux an alle 06:13 PM
Jenn - that relationship report sounds like a great idea. Slowly but surely, we are building up scripts to check for these types of problems, or bits of cleanup - that can be run on an ad hoc basis.

Von Ann-Marie Breaux an alle 06:14 PM
I'll start a draft Jira for a script that would identify relationship problems between SRS and corresponding Inventory records. Then maybe we can fill in details at an upcoming DI subgroup meeting

UAT of the hierarchical display of result list in Inventory

@Charlotte Whitt 

Get volunteers to do a UAT (User Acceptance Test) - typical a google form. Timeline February.

• please send Charlotte a Slack message if you would like to help

Update Bugfest tickets in Test Rail - Inventory and possible all other MM-SIG domains.

@Charlotte Whitt 

Get volunteers who will help working on Bugfest Test Rail tickets for Inventory

1. review and update existing test Rail tickets (in time before Lotus Bugfest test start)

2. add new test rail tickets for all new work added by Lotus 

• this will be work to be done outside the MM SIG meetings

• this might be helpful for tickets related to other apps as well

• Khalilah would be grateful for volunteers sisstance as well 

• please send Charlotte a Slack message if you would like to help

• it is a good way to get to know the system, especially if new to Folio

• as we start to automate end-to-end tests, we can retire some of the manual test; and concentrate on the new and more complicated ones

Update on MARC holdings and MARC authorities - Lotus work

@Khalilah Gambrell 

• link to the overview:

• link to the related wiki page with a high level overview list: High Level - MARC Features List

• there is also some information on different documentations

Lotus release - dev freeze Jan 28th - release date April 4th

Link to the presentation of the development for Lotus

• Khalilah presents the slides and then demos the functionality in Folio that has been developed for Lotus

Authorities demo:

No connection yet between Authority records and records in Inventory

Q: can MARC tags be displayed in results along with "Authorized, Reference, Auth/Ref"?

In mock-ups $w is displaying – this will be changed

In results, a 1xx that is in a 5xx in another record will display twice in the list, once as "Authorized" and once as "Auth/Ref"

Not demoed: advanced search, browse (see slide deck for more info)

Holdings demo:

Lotus User Acceptance testing Jan 19-Jan 26, more details next week (Authorities and/or Holdings)

Anyone is welcome to participate https://metadata.ci.folio.org - this is separate from the user acceptance testing Charlotte is doing

quickMARC subgroup is voting on feature for Morning Glory: https://www.menti.com/a5huq45xgc

Aaron Trehub

Auburn

Adam Cottle

Skidmore College

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

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

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