2022-02-17 Metadata Management Meeting notes

Notetaker

Christie Thomas

Announcements

• 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.

PC update

2022-02-17 Product Council Meeting notes

PD discussed how to coordinate asynchronous working meetings so that they are more accessible to partners in Asia and Australia; scheduling is more US and Europe focused and we need to be more inclusive. PC will continue to explore solutions. The Discuss environment was broached, but that is not a very active environment. 

There was a proposal to change how the community manages meeting recordings. The person who has been doing that is retiring and it is a good time to figure out how to manage that in a way that is less manual and time-consuming. It was also suggested that recordings should only be archived for a specified amount of time. This is something that we should think about as the MM SIG and provide feedback on to the PC. MM SIG can discuss this at a future meeting to understand how the long archived recordings are used or needed. 

Release Notes/Changes

@Jennifer Eustis 

MM SIG Release Note & Other Highlights

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

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

Advanced search

@Charlotte Whitt 

Slide deck

UIIN-1920: Implement Advanced search modalClosedPreview

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.

Inactive locations

@(OLD ACCOUNT) Erin Nettifee 

UXPROD-3561: Add "Inactive" to location FOLIO name when location is marked as inactive (filter functionality)In RefinementPreview

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. 

Call number browse (Local and Dewey)

@Magda Zacharska (Deactivated) 

Brainstorming session: What is the expected behavior for Dewey Decimal and Local call numbers. 

Shelving Order is being populated automatically based on the effective call number. Not being populated for numeric call numbers, and DDC falls into this category. 

Many institutions would use both a Dewey and a Local call number browse. 

If no call number type, assumed to be LCC by many, but feedback that this would be risky. Suggestion that default for not selecting a type means that it is not defined or is other. Possible to set a default in settings at the institution level? 

How to differentiate call numbers in browse? Is it okay to have a single call number browse for all call numbers, or is it required that we would have them separated? Feedback: Just having something is great, but this is a frequent activity and some users are used to separate browses. On the other hand, it may be okay to start with one common browse as long as it will not be the final solution because there will be significant overlap. (Possible to work on separating them as early as the Morning Glory release.)

Please respond to the following survey: https://forms.gle/w12X5aLEVNxVgdFE8

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

Dwayne Swigert

Missouri State

Felicia Piscitelli

Texas A&M

Felix Hemme

ZBW

Greg Edwards

Lehigh University

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

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

Wayne Schneider

Index Data