2022-04-28 Metadata Management Meeting notes

Date

~ 29 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

Announcements

App Interaction SIG has created a page to gather cross-app topics for future discussion: https://folio-org.atlassian.net/wiki/x/T4c_/ Anyone can add to this page, and the App Interaction group will use it as a source for meeting topics. Any questions, reach out to Laura E Daniels.

PC update


2022-04-28 Product Council Meeting notes

Marshall Breeding report for this year is out for 2022. https://librarytechnology.org/perceptions/2021/ 

  • Opinion that FOLIO was not covered well. Discussion around how to better communicate out work.

Charlotte on vacation

Release Notes/Changes

MM SIG Release Note & Other Highlights.

Lotus R1 2022 was released (see release notes).

  • POs still adding to release notes

Jennifer out today

PO update on new app functionality for Lotus and overview of planned work for Morning Glory

Lotus Release 4/19/22

  • quickMARC - MARC holdings
    • Create via inventory
    • Mapped fields read only
    • Addressed defects
  • Data Export - MARC holdings
    • Export
    • Export inventory holdings as MFHD
  • quickMARC - Authorities
    • Search w/ ES
    • View
    • Edit via quickMARC
    • Browse
  • Data Import - Authorities
    • Create
    • Update
    • Match on any MARC field
  • quickMARC - improved error messaging, Backend support for Optimistic locking
  • MARC authority app
    • New component - advanced search
    • Some filters, facets implemented
    • Sort by relevance - change with column headings or actions dropdown
    • 1xx are bold "Authorized". "Exclude see from" checkbox to only see 1xx
    • Edit = quickMARC view
    • Browse by various options
  • Inventory - Holdings
    • Actions -> Add MARC holdings -> screen with Instance HRID in 004 populated and can select permanent location from look-up
    • If underlying source is MARC, instance holdings becomes read only for anything mapped to MARC tag
    • Export via save holdings UUIDs → Data export

Morning Glory

  • MARC Authority app
    • search refinements, defects, delete and export records, define control tech approach, performance improvements
  • Data import
    • MARC2MARC matching phase 2, tech design to import orders in MARC
  • quickMARC
    • edit flow to use DI update (some users seeing 500 errors when editing and this should prevent), optimistic locking, ldr and 008 validation, view MARC bib permission, show field protection indicator
  • Inventory
    • Browse contributors

Questions

  • quickMARC using DI flow - would like to start testing asap
    • Will test a ton before moving to master branch
  • Deletion of Auth Rec - what happens if someone tries to bring in record again?
    • Will have to reimport and create new UUID
    • Job run to clean out of all modules - may take day or so. Not available in meantime
  • Khalilah questions to group (Aiming for Morning Glory or earlier)
    • LDR/06 (type of record) cannot be edited in quickMARC. Received requests to make it editable - does this group agree?
      • Sara: Yes need to be able to change. Assumption was to change in 008 and LDR would update.
      • Jacquie in chat: Lacking those data in 06 and 07 means the MARC format is invalid altogether.  So being able to edit would be good/nice.
      • Often see incorrect or missing data here. But need to have 07 editable also.
      • Right now ldr/06 and 07 controls 008. Should we continue dependency?
        • Not independent in MARC so should continue linkage
      • Sara: should edit ldr and remove 06/07 bytes from 008 display. Should be in correct byte order
      • Khalilah: Requirement change - Make 06/07 editable in ldr, remove Type and BLvl from 008, put in order based on type, maybe add byte position to LDR labels
      • Ryan: Also critical for looseleaf cataloging updates (often done in local system)
    • If you put an incorrect char in ldr 06/07 what should happen to the 008?
      • Right now a blank 008 is shown and record can't be saved or updated. Rec just hangs
      • If we allow ldr 06/07 to be edited then new 008 would be properly set, solving above issue
    • System generated bytes, e.g. 20-23 - will be fixed automatically when hitting save instead of an error (like data import does). OK?
      • Confirmed. Functionality expected in this way.
      • Only happens when loaded directly into SRS

Anne Marie out today and will present next week on Data Import

Other

Any MM specific sessions planned for WOLFcon? Deadline for submission coming up.

  • Jacquie: Bulkedit/ETL topics
  • Sara: Fast Add and EDS discovery - discovery requires underlying MARC
    • Jessica in chat: We need discovery tools that can follow a decision tree and pull from Inventory AND Marc storage
    • Laura: WOLFcon would be good for broader FOLIO and Discovery topic. Will suggest
    • Jenn from chat: We need discovery tools that can follow a decision tree and pull from Inventory AND Marc storage
  • App interaction - talking mostly about workflows, identifying missing or problematic functionality, aligning functionality across apps

Chat