2022-02-17 Metadata Management Meeting notes

• We are looking for volunteers who could take over the SIG convenership on an interim basis from end of May till mid July
• Recordings from 2022 onwards are now on: https://recordings.openlibraryfoundation.org/folio/metadata-management-sig/
• Ann-Marie Breaux (Deactivated) created a short survey about data import, for any library live on FOLIO or going live on Kiwi, Lotus, or Morning Glory: Please review and complete the survey at this link: https://forms.gle/w3Udz4Y6GjfYeGsj8. The deadline is Sunday 20 February 2022. If you have already submitted a response, it can be edited.

MM SIG Release Note & Other Highlights

New bug for Data Import - The bug duplicates some protected fields on update. MODDATAIMP-643 -

New bug for Inventory - Placement of item selection checkbox causes confusion. UIIN-1927

Charlotte Whitt 

Slide deck

UIIN-1920 - Getting issue details... STATUS

MARC Authority app has a modal for advanced search. 

Introduction to the conversation: Inventory Advanced Search

• Reuse modal from MARC Authority App
• Will leverage Elastic Search All fields search.
• There will be a new Advanced Search button to the right of the Reset All button. 
• Uses And / Or / Not
• Can limit to fields the same as the Inventory drop down search options. It will be a combination of all of the options from Instance, Holdings, Items searches. 
• One concern is the large number of search options in Inventory - Charlotte is requesting feedback about how tis might work. 
• Will have user acceptance testing on the UI.
• The work is in progress.
• Feedback: Long drop downs would be helped by type-ahead.
• Feedback: Ability to nest and group boolean searches in the UI would be useful to support complicated searches.
• Feedback: Would be useful to be able to save searches and then use the UI to combine searches.

UXPROD-3561 - Getting issue details... STATUS

There have been questions about how Active vs Inactive locations behave in Inventory. 

Currently Inactive only displays a warning if a user attempts to assign the location to a holdings or item. 

Question about how Inactive locations behave in EDS Discovery. 

Question about where Inactive locations show up in drop down menus in Inventory. (In the drop down menu when selecting a location and in filters.)

Use case (from Chicago) - Should not be be able to assign an invalid location while letting records with it currently assigned persist. We need to be able to identify resources that have been wrongly assigned an inactive locations (no new assignments after it was mad inactive), but still eb able to edit records where the location was previously assigned. 

Other use cases are associated with catch-alls for bad data or workflows associated with binding, etc. 

Questions: should active vs inactive in discovery and for data export. General consensus was that it should be library by library or collection by collection. Feedback that suppress from discovery should be a separate property and should not be driven by the location status. 

Feedback: Able to set behavior at the location level. 

Summation by Erin: 

One feasible solution: add Inactive locations to the end of the drop-down or add Inactive at the end of the location name when it appears similarly to how Remote behaves. 

Another approach: Providing more control of what happens when a location is marked Inactive. Configuration at the location level. 

Both require conversations with the developer. 

Felix Hemme

Theodor Tolstoy