2022-06-23 Metadata Management Meeting notes
Date
Attendees
~33 Participants
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 | Christie Thomas | |
Announcements | No announcements | |
PC update | No PC update. | |
Release Notes/Changes | MM SIG Release Note & Other Highlights Everything added this week is about Data Import. In Lotus, there are issues with field protections on import and on arc to marc matching on import. | |
Dennis Bridges | Use cases and information gathering for moving holdings and items in inventory. To be implemented in Nolana. Please see: UXPROD-3342. Looking for use cases for editing items in the Inventory app and moving items. Why do we need to keep the item data and the receiving data in synch? Background: POs have POLs. The POL is the subject of the order. The POL has a quantity. In receiving there is a representation of the title. There will be a piece record in receiving and it may or may not be attached to an item record in inventory. There is a 1:1 relationship between a receiving record and an item. A receiving record can be connected to 1 or 0 items. Multiple receiving records cannot be connected to the same item. You can add barcodes and call number at the point of receiving but they are not stored in the receiving record. The item record uuid is store in the piece record. Enumeration, chronology, copy number appear on the item record. Some records may also create pieces that they do not want item records for and those things may have enumeration and chronology. This data is passed along to create the item record. Where will the enumeration, copy number, chronology be edited after receiving?
Are there reasons why you would want the item record and the piece to be out of synch? (Referring to the chronology and enumeration and copy number?)
Because of the synchronization, should these be required fields?
Use cases around moving items in Inventory.
It would be good to update the order where an item was already received. Can this be changed where it is the same instance but the location in the holdings would have a different location? Right now, you have to go to the POL to change the expected receipt location. We could look into triggering that from Inventory. What about moving orders in addition to the holdings and items? Some institutions have this practice when they move holdings and items. As of Morning Glory, this will be possible. The caveat is that the bib connection is being changed for a specific order line and will affect all of the pieces with the order line. It's an all or nothing. From the Inventory perspective, there can be picking and choosing. Question about deleting a POL in an open PO after that item was received. The item says it's received. There is no longer any POL. The PO is there. The decision was made to not delete items no longer on order. The user can do that. However, the connection is lost between the PO and the item. If you delete the POL, you can also delete the PO. You can also delete the order information in the item. You can't create a new order and order line and link it to that item. This is useful functionality that is being discussed. In this scenario, the best thing to do is to delete the item and start over? If you want to maintain that relationship, yes you want to delete and recreate that item. This way you can pay for the item as well. Dennis will be updating this Jira ticket, UXPROD-3342. Please add comments to the acquisitions page on the wiki. | |
Discussion rescheduled for a future SIG meeting: Mark Instance for deletion | Charlotte Whitt | UXPROD-3621 Mark instance for deletion. Implement action menu in top navigation bar. Enable the user to mark an instance for deletion (plan: Nolana). First step towards Deletion of instances. a) Definition of Mark for deletion - is this just a flag of the marked record, or is the intend a soft deletion? b) How to do Mark of an instance for deletion. As an action on the Action menu or Edit mode (or both)? c) What happens when an instance (instance source = FOLIO) is marked for deletion
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