2022-03-10 Metadata Management Meeting notes

Date

10 Mar 2022

Attendees

~30 attendees

Recordings

Recordings of meetings can be found in the Metadata_Management_SIG > Recordings folder on AWS from 2022 onwards: https://recordings.openlibraryfoundation.org/folio/metadata-management-sig/

Discussion items

Notetaker		Jennifer Eustis
General		Change back to the one hour meetings due to the shortage of topics? This seems like a reasonable idea. How long do we want to keep the meeting recordings? Do we want to still take attendance in the meeting minutes? This seems to make sense. We have cancelled some of our meetings. Can we keep the time slot? For example, today we fill in the total amount of time. Do we have to take into account time zones? For example, this would affect those in the western part of the US. One Stanford person said 8:30 am is fine. If we keep the 90 min. reserved for this zoom room, then if we don't use the full 90 min. we leave early until we really know we don't need this much time. Can we do a Slack poll? Yes a poll seems good. We'll keep it at 90 min. and leave early when we have a shorter agenda. For recordings, how long do we keep them? Some recordings might be worth keeping for longer. These are being automatically uploaded. Even with the demos, our recordings become obsolete. We will delete old content before 2021. All the meeting minutes are saved. We can establish a routine like where we keep only the 2 current years. Does it serve any purpose to take attendance? Do people do it because it is part of the default template? Some of the subgroups have the list of the main participants. Should we do a main participants page and have a note about keeping this info updated? On the Home Page we have a list of SME's which hasn't been updated. For each institution, Charlotte can pull out the IndexData people and each institution could do the same. If you need the ability to edit, contact Felix or Raegan with your name and affiliation. A message will be sent to Slack and email. We will remove the table from the template and just update the list of functional experts.
Announcements		Settings card sorting exercise. It takes settings in the Settings App and asks you where you think you would find this setting or permission using a drag and drop with cards and categories. Even if you don't set the Settings, this exercise if valuable. You can add cards. Some of the labels are context dependent and when you see in a list it doesn't quite make sense. WOLFcon planning: FOLIO at WOLFcon 2022: There will be a 2022 conference in Hamburg, German. General Details: https://openlibraryfoundation.org/about/wolfcon/upcoming/ More details: FOLIO at WOLFcon 2022. Can we have a session where we talk about having the functionality we have now? What are we doing now in FOLIO for bibliographic description? Lessons Learned and sharing short and long term solutions. There should also be a topic on redoing things in new ways and how things have changed between your old system and FOLIO and one FOLIO release to another. WOLFcon is an opportunity to talk about things at a high level. Please participate in Bugfest: The pre LOTUS environment is being setting up by taking a snapshot of KIWI and then this is migrating to LOTUS. The the PO's to make sure things look good. Some of the tests are now automated and these manual tests can be retired. Only 40% of tests have been claimed. Please CLAIM tests. This is a good way to learn the system. Any of the PO's can help you get on the Slack channel and set up.
PC update		2022-03-10 Product Council Meeting notes/SIG Conveners Meeting This week was also the SIG updates. There's nothing new for MM to highlight. There were some questions about a translations app that you can find more details in the notes. There was a demo some time ago. The biggest things was to be able to switch languages easily. The translation of reference values would be great. Charlotte will reach out to Peter about these translations of reference values.
Release Notes/Changes	Jennifer Eustis	MM SIG Release Note & Other Highlights.
Item. Possible spec bug - numberOfPieces field defined as string type	Charlotte Whitt	MODINVSTOR-652 - Getting issue details... STATUS In the Item record the data property Number of pieces implemented as a string data element. It has been suggested this should be changed to a integer (numeric) value. Question: has any implementing libraries used this data property to provide extra information e.g. 5(1 workbook, 3 hand outs, 1 diagram)? Reporting SIG has found that this is a string and not a number meaning you can have text and numbers. Is this used as only a number? You might want to reach out to acquisitions. Some people use text in addition to numbers. Some interpret the field has being able to take both text and numbers. This is a string element. Charlotte will get back to the Reporting SIG on this.
Inventory. Current UI display limitation	Charlotte Whitt	UIIN-1841 - Getting issue details... STATUS Review current UI display limitation with the holdings accordion and item list in the top of the instance - causes some unforeseen limitations. Discuss expectations short term, long term Right now, it's impossible to implement the change wanted that is described in the issue's comment. Can we live with only the instance that is shown as marked as suppressed from discovery? This seems fine if there was only one holdings that is suppressed. For the 5C, we can have an instance record with 5 holdings. This could be problematic to know when holdings are suppressed. The top instance would be suppressed. The issue is that from the result list you can't see if holdings and items are suppressed. We can use our time better to re-evaluate the result list. Let's not change the UI right now and focus on UXPROD-491. We have no commitment on when we will work on the result list. This hasn't disappeared from the instance (this being suppressed from discovery). If it is in the holdings record, you can't see it in the result list. You just need to click to see where it is suppressed. For Chicago, this is preferred behavior. For now, this change would be expensive. We can wait until we can get to UXPROD-491. Many agree with focusing on 491.
Bulk edit update	Magda Zacharska	Lotus status update and plans for Morning Glory The in-app approach will be developed for Morning Glory. Performance testing will also be done for Morning Glory. Will you leave behind the csv? The long term plan is to have both csv and in-app approaches. These will be separated by permission sets.
Create/edit of Bound-with postponed to next week	Felix Hemme Charlotte Whitt	UXPROD-3080 - Getting issue details... STATUS Present UX work for Create and edit of bound-with: UX work for Create and edit of bound-with

Chat

17:32:35 Von Jennifer Eustis (she/her) an Alle:
I can
17:36:16 Von Ryan Tamares (he/him) an Alle:
8:30 is fine
17:36:26 Von Ryan Tamares (he/him) an Alle:
I should say I’m at Stanford
17:36:38 Von Marmot Office an Alle:
It is still not even close to the earliest FOLIO meeting.
17:41:55 Von Laura Daniels an Alle:
getting rid of MarcCat might feel liberating!
17:44:34 Von Ann-Marie Breaux an Alle:
I always have the best of intentions to listen to meetings I miss, and then 3 or 4 weeks later..... they get buried down so low on my to-do list they never get done
17:44:38 Von Index Data an Alle:
+ 1 Felix and Laura
17:45:06 Von Ann-Marie Breaux an Alle:
Speaking of rolling walls...
17:45:06 Von Ryan Tamares (he/him) an Alle:
ߑߏ
17:46:29 Von Jacquie Samples an Alle:
I often put an X next to people who attend, but my internet is wonky today, so I can't.
17:47:10 Von Jennifer Eustis (she/her) an Alle:
I always forget
17:47:19 Von Index Data an Alle:
Me too
17:47:22 Von Jennifer Eustis (she/her) an Alle:
I'd be for not taking attendance
17:48:01 Von Jacquie Samples an Alle:
We already have that, right?
17:48:20 Von Laura Daniels an Alle:
we do have a SME list on another page, it is not up to date either
17:48:53 Von Laura Daniels an Alle:
it's difficult to ask people to remove themselves because they've left the project!
17:50:27 Von Jacquie Samples an Alle:
I can do that for Duke, Charlotte.
17:52:14 Von Ann-Marie Breaux an Alle:
The only thing I like about attendance is having a quick understanding if 4 people were there or 40. Maybe we could put a rough count in the weekly notes?
17:53:58 Von Felix Hemme (ZBW) an Alle:
We can do this.
17:53:58 Von Christie Thomas (she/her) an Alle:
Is batch processing data import? Or is that a proposed new category of setting?
17:55:05 Von Jenn Colt an Alle:
I gave up :/
17:55:31 Von Laura Daniels an Alle:
I made a bunch of new categories including one that was called something like "stuff that belongs in multiple places"
17:55:58 Von Jackie Magagnosc an Alle:
I
17:56:09 Von Christie Thomas (she/her) an Alle:
I agree Laura. Maybe we need cross references in settings.
17:56:14 Von Jackie Magagnosc an Alle:
Oops! I'm tempted to add an "I don't know what this is" box.
17:56:28 Von Laura Daniels an Alle:
+1 Christie
17:56:32 Von Christie Thomas (she/her) an Alle:
I know where field protections is, but I always go to the wrong area first.
17:56:35 Von Index Data an Alle:
I’ll try one more time :-D
17:56:42 Von Laura Daniels an Alle:
@Jackie I think I had one of those as well
17:59:00 Von Ann-Marie Breaux an Alle:
Charlotte - do you want to make a plug for Bugfest participation? or I'm happy to.
18:02:03 Von Index Data an Alle:
Yes, only 40%. We will have less EPAM QA tester available. So all community tester are very valuable resources
18:03:11 Von Felix Hemme (ZBW) an Alle:
This time we have a large group of implementing GBV libraries participate in Bugfest -- I'll put out a call tomorrow to claim more cases.
18:04:03 Von Index Data an Alle:
\o/
18:06:09 Von Ann-Marie Breaux an Alle:
It's always good to get non-US English, non-US time zones participation in Bugfest. Will be great to have the additional Germans, Felix!
18:09:51 Von Jennifer Eustis (she/her) an Alle:
Could you share the link Felix?
18:10:06 Von Jennifer Eustis (she/her) an Alle:
To chat
18:10:11 Von Felix Hemme (ZBW) an Alle:
https://openlibraryfoundation.org/about/wolfcon/upcoming/
18:10:16 Von Felix Hemme (ZBW) an Alle:
https://folio-org.atlassian.net/wiki/display/CC/FOLIO+at+WOLFcon
18:10:30 Von Index Data an Alle:
Would it make sense to have a MM Face to Face meeting
18:10:41 Von Index Data an Alle:
To get familiar with all our new members
18:11:12 Von Jenn Colt an Alle:
Without knowing if it is hybrid it’s hard to know if we can participate
18:11:33 Von Sara Colglazier (MHC/5C) an Alle:
+1 Laura
18:12:11 Von Sara Colglazier (MHC/5C) an Alle:
Interim Solutions
18:12:52 Von Ann-Marie Breaux an Alle:
One of the most valuable sessions ever was the inventory searching session from a couple meetings ago, With the new search/filters and growing emphasis on UI/UX, that would be fun too. Sharing lessons learned, tips and tricks, grumpy things, and happy things - valuable and bonding.
18:13:50 Von Laura Daniels an Alle:
+1 for MM face to face meeting!
18:15:17 Von Laura Daniels an Alle:
I'm actually answering a question right now from a staff member about what to do with a title in hand that has no MARC copy available!
18:16:11 Von Nancy Lorimer an Alle:
Refining workflows?
18:17:15 Von Index Data an Alle:
This upcoming WOLFcon will also be the first where several libraries have real life experience with FOLIO
18:17:27 Von Ann-Marie Breaux an Alle:
+1 Charlotte
18:17:51 Von Laura Daniels an Alle:
+1 Charlotte. Makes it even more exciting.
18:19:50 Von Index Data an Alle:
UXPROD-491
18:22:43 Von Christie Thomas (she/her) an Alle:
And how are we going to resource the inventory work?
18:25:45 Von Christie Thomas (she/her) an Alle:
I did not mean to imply that I thought anyone was sitting on their hands and not doing anything!
18:28:24 Von Ann-Marie Breaux an Alle:
Possible agenda topic: Maybe toward the end of Bugfest, late March/early April - the POs could do quick updates on new functionality for Lotus?
18:28:47 Von Felix Hemme (ZBW) an Alle:
Saved! Will add it to a future agenda
18:31:47 Von Jennifer Eustis (she/her) an Alle:
That's right Felix. The value isn't a code
18:34:35 Von Jennifer Eustis (she/her) an Alle:
We decided not to migrate this data to FOLIO
18:35:22 Von Felix Hemme (ZBW) an Alle:
We put info in it like "2 CDs"
18:36:26 Von Ann-Marie Breaux an Alle:
It's like publication dates in MARC Bibs and Instances. Developers: It's a 4 digit date - easy! Catalogers: Groan....
18:36:49 Von Jessica Janecki an Alle:
@Ann-Marie, exactly!
18:37:11 Von Raegan Wiechert an Alle:
We use check-in/check-out notes for that data instead of number of pieces.
18:37:35 Von Jacquie Samples an Alle:
So, something like "2cds in pocket" will work soon, right?
18:37:46 Von Ann-Marie Breaux an Alle:
Are folks using it for checking if all pieces are returned during check-in? Or maybe most doing check-in notes instead?
18:37:59 Von Christie Thomas (she/her) an Alle:
Isn't there a description of pieces property where the string data goes?
18:38:25 Von Jenn Colt an Alle:
I think we need to actually check our data before we say
18:38:26 Von Jacquie Samples an Alle:
In our current system, Ann-Marie, those notes are the same, i.e.: one element.
18:38:58 Von Jacquie Samples an Alle:
So, if the circ folks may need to check a pocket in a book for all maps, CDs, etc.
18:39:05 Von Ann-Marie Breaux an Alle:
I like being able to separate numbers from qualifiers/context, like Acq has done with the ISBN/Qualifier/Number type in the POL. It helps so much with sorting and counting
18:39:22 Von Amanda Scott an Alle:
I have used the description of pieces field to further describe the no. of pieces, but we don't currently have strict policies about how to use the fields in question, and others in my institution may use them differently.
18:41:16 Von Laura Daniels an Alle:
It doesn't make sense to me to put resources into changing the results display right now, when there is a completely different longer-term plan.
18:41:40 Von Jacquie Samples an Alle:
+10000 Laura!!
18:41:51 Von Lynne Fors an Alle:
We have plans to use the number of pieces as a numeral and the description of pieces to explain what it is for our music collection, i.e. "5" in the # of pieces and "1 score + 4 parts" in the description. We are currently in the implementation process.
18:42:53 Von Laura Daniels an Alle:
Yes, let's focus on UXPROD-491
18:43:05 Von Jessica Janecki an Alle:
agreed Laura
18:43:32 Von Jennifer Eustis (she/her) an Alle:
+1 Laura
18:45:28 Von Christie Thomas (she/her) an Alle:
I think that we are okay with this.
18:46:38 Von Natascha Owens (she/her) an Alle:
In terms of what displays on the results list, I think this is not something we should be worried about right now
19:02:19 Von Charlotte Whitt an Alle:
When updating Item records will it be relevant to have short data from the instance, and the holdings
19:02:45 Von Natalie Sommerville an Alle:
Thank you.
19:02:46 Von Jennifer Eustis (she/her) an Alle:
Thanks everyone