2022-08-11 Metadata Management Meeting notes
- Felix Hemme
- Magda Zacharska
- Jennifer Eustis
- Laura E Daniels
Date
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 | |
| Announcements | Laura is looking for assistance with FOLIO documentation (docs.folio.org) to help read over the content and do maintenance work on the wiki. There aren't necessarily deadlines or a large time commitment. Documentation is currently Lotus. Morning Glory documentation will be released at the same time MG is. | |
| PC update | This was a planning meeting for WOLFCon sessions. There was a question about how a session has a hybrid option. Will there be a zoom link? There will be streaming options from the hall like the keynote and working meetings. To participate virtually, you need to be registered. Registration is open until Friday for in-person and then the 1st day of the conference (08/31) for virtual attendance: https://www.eventbrite.com/e/wolfcon-2022-registration-298014518447?aff=Website | |
PO update Browse Inventory Bulk Edit | There will be a Bulk Edit session at WOLFCon, Aug. 31, 4 pm Central European Time (10pm ET). This is a hybrid session. The goal of the meeting is to provide an update on the status of Bulk Edit and high-level overview of the future plans. This will also be an opportunity to provide feedback. UXPROD-3632: If we are being returned to the browse search results, it would be helpful if we returned to where we were in the result, maintain focus. → There will be a change in the UI in the browse and search. We need to make sure that when the user goes from browse list row, gets to the instance, and hits the back browser button, the user is returned to the search result. It is a question of maintaining focus on what was searched. When you uploaded the file, where do you get the ID barcode list? For the demo, these barcodes were retrieved from an API call. You can also scan the barcodes into a file that will eventually be uploaded. The query function isn't implemented yet and this will be for later releases. What happens to the holdings permanent location? In the demo, the permanent location was changed in the item. Support for FOLIO holdings records will be coming in Nolana. For MARC records support will come in 2024. There isn't an import way to update MARC Holdings - this needs to be done in quickMARC. | |
PO update Browse Contributors MARC Authority | Presentation slides Browse Contributors: This pulls from contributors that appear in the instance record. This works similarly to browse subjects or call number. You can use next or previous to browse through the entire list. Any indication if the contributor is primary or not? No there's no distinction being made. If you have the relator term you can guess the primary. Is there a use case for showing if the contributor is primary or not? This is something to look at. If a contributor is in several records with different relator terms, what happens? What happens is that as long as the type is the same, the relator term includes all the terms in those records separated by a comma. If the type is different but the name is the same, there are different rows for each contributor type (personal, corporate, etc.). MARC Authority: quickMARC has been updated to support optimistic locking. Error messaging has been improved. Deletion is now supported. Authority records don't have any links to any bib records so delete is a hard delete. In the future when there is linking, the link will be retained but not maintained. You can also now export authority records. The select all selects all per page which is a default of 100 search results per page. When you select to export and it shows up in Data Export, how do you know which one is yours? Exports are linked to a user in Run By. If you have a list of UUIDs from an external source such as LDP, can you still run that Export? Yes. It doesn't matter where you get your list of UUIDs. The list needs to be in csv format. For Nolana: Changes will be made to quickMARC UI to improve usability and for the user to know which row you're taking action on. For delete, you will see that row with a message that it's been deleted and have a button to undo. In Morning Glory you will see which fields are protected. It'll be on the far right of that row. Manual linking can be seen in the UI. In Orcid support will be looked at automating the linking ability in quickMARC. On Aug. 24, at 1pm ET, there is a join Data Import and quickMARC meeting to see how linking interacts with Data Import. |
Chat:
17:43:21 Von Jenn Colt an Alle:
I will!
17:43:32 Von Jenn Colt an Alle:
ty for thinking of it!
17:44:10 Von Jennifer Eustis (she/her) an Alle:
Thanks Jenn and no worries Felix
17:54:05 Von Khalilah an Alle:
Maintain focus.
17:55:00 Von Khalilah an Alle:
Is it the browser Back button?
18:06:11 Von Laura (she/they) an Alle:
I really like the ability to download the errors. Very helpful for trouble-shooting.
18:06:39 Von Jacquie Samples -- Duke an Alle:
++1 Laura
18:08:17 Von Charlotte Whitt an Alle:
Magda, now I’m not so familiar with the Bulk edit app.
18:08:50 Von Charlotte Whitt an Alle:
So how do you create the .csv file (items-barcodes-1.csv)?
18:09:26 Von Adam Cottle an Alle:
I guess you could manually can them into a file with a barcode scanner
18:09:33 Von Ann-Marie Breaux an Alle:
I'm jealous of the preview screen! not yet available for Data Import
18:09:34 Von Adam Cottle an Alle:
*scan them in
18:10:33 Von Jacquie Samples -- Duke an Alle:
Following Magda
18:10:56 Von Jacquie Samples -- Duke an Alle:
What happens to the holding permanent location? That is our source of truth for location, not the items
18:11:07 Von Jessica Janecki an Alle:
@adam, scanning in barcodes from a truck of books you have at your desk is a pretty common workflow.
18:12:25 Von Adam Cottle an Alle:
@jessica Right, I was thinking about how that was how my library used to work with Voyager. Voyager takes .txt files, and we would make them manually like you said.
18:13:18 Von Jessica Janecki an Alle:
@adam exactly!
18:14:15 Von Jacquie Samples -- Duke an Alle:
@Adam and @Jessica another very common workflow is to generate a report of barcodes based on item status and then do this type of work.
18:14:37 Von Adam Cottle an Alle:
Sure, that's what Felix meant when he mentioned LDP.
18:14:55 Von Jacquie Samples -- Duke an Alle:
ߑߏ
18:15:17 Von Felix Hemme (ZBW) an Alle:
Maybe an option to scan the barcodes directly into Bulk Edit would save one step (create a csv first).
18:15:38 Von Lynne Fors an Alle:
+1 Felix
18:19:05 Von Jenn Colt an Alle:
data import is separate and works for bibs
18:20:01 Von Jacquie Samples -- Duke an Alle:
Sorry for conflating bulk import and bulk edit
18:20:59 Von Ann-Marie Breaux an Alle:
That's a good idea, Felix - to be able to scan or copy/paste a list of barcodes/HRIDs/UUIDs into an input area of the Bulk edit app
18:21:08 Von Jacquie Samples -- Duke an Alle:
Thanks Jenn, I am trying to think through all the scenarios.
18:22:13 Von Jenn Colt an Alle:
there's a metadata-scripting channel as well
18:22:33 Von Jenn Colt an Alle:
sorry metadata-management-scripting
18:22:36 Von Ann-Marie Breaux an Alle:
Maybe we could make a list someplace of metadata API SMEs in our MM SIG wiki area?
18:23:20 Von Ann-Marie Breaux an Alle:
Or more generally - MM SIG community members who are willing to be contacted/serve as a resource for various aspects of FOLIO?
18:23:27 Von Felix Hemme (ZBW) an Alle:
Good idea Ann-Marie.
18:24:13 Von Jacquie Samples -- Duke an Alle:
+1 Ann-Marie and Felix.
18:24:59 Von Felix Hemme (ZBW) an Alle:
Let me figure something out in our wiki space and share the link in the notes.
18:25:10 Von Ann-Marie Breaux an Alle:
One thing that makes me so happy now is having library staff who have a lot of experience with Data Import, so that they can help with a lot of the DI questions, especially when I'm slow to answer
18:25:50 Von Jenn Colt an Alle:
People shouldn't be scared to use the learning-apis or metadata scripting channels though, there is a lot of value in asking things where others can see them
18:26:06 Von Ann-Marie Breaux an Alle:
+1 Jenn
18:27:05 Von Ann-Marie Breaux an Alle:
Felix, maybe we could start with brainstorming a list of categories that SMEs are willing to help with, or make a grid, so that we can use (relatively) standard headings
18:27:48 Von Charlotte Whitt an Alle:
# metadata-management-scripting
18:27:59 Von Jenn Colt an Alle:
Slack channels are always current if people just ask there (ok, I'll stop now, just not sure about creating more things to maintain)
18:29:05 Von Ann-Marie Breaux an Alle:
Totally agree, Jenn - and the learning-apis one is really impressive at the amount of help folks provide!
18:31:02 Von Felix Hemme (ZBW) an Alle:
@Jenn Having a page on the wiki with categories (APIs, mdm-reporting etc.) and the fitting Slack channel does sound reasonable as well, instead of listing people's names.
18:31:13 Von Jennifer Eustis (she/her) an Alle:
Does it also show if the contributor is primary or not?
18:32:22 Von Jenn Colt an Alle:
that sounds great felix
18:33:38 Von Jennifer Eustis (she/her) an Alle:
It would be great to filter on primary or not
18:35:32 Von Jennifer Eustis (she/her) an Alle:
It could be helpful to get lists for donors or authors at our institutions that are the primary author. We get asked that a lot
18:43:36 Von Felix Hemme (ZBW) an Alle:
Is the file in Data Export associated to the user who created the export or is it visible to any user?
18:47:28 Von Colin V. (he/him) an Alle:
I love the trash can to the left!
18:48:02 Von Jennifer Eustis (she/her) an Alle:
+++1
18:48:06 Von Adam Cottle an Alle:
The catalogers at my library will love the consolidation of action icons :)
18:56:08 Von Ann-Marie Breaux an Alle:
Who knew trashcans could evoke so much passion!
18:56:29 Von Jacquie Samples -- Duke an Alle:
ߘ
18:56:39 Von Sara Colglazier an Alle:
Call me Oscar!
18:57:13 Von Rita Albrecht an Alle:
Hope that some day a bib-authority linking will also be possible for non-MARC data!
18:57:57 Von Natascha Owens (she/her) an Alle:
that's right, Khalilah
18:58:08 Von Charlotte Whitt an Alle:
+ 1 Rita. The Entity Management WG will have a session at WOLFcon
18:58:41 Von Charlotte Whitt an Alle:
That session is lead by Jason Kovari (Cornell) and Christie Thomas (uchicago)
18:58:43 Von Felix Hemme (ZBW) an Alle:
Keep the available actions next to the data
18:58:50 Von Sara Colglazier an Alle:
We have been clicking in the field, which makes it get a bluish frame and then you know what you are deleting
19:00:26 Von Colin V. (he/him) an Alle:
+1 to how Felix is describing it. In quickMARC, the field tags are important to us, so having actions near it is key. In Bulk Edit, we might have different priorities when it comes to action icon placement.
19:01:04 Von Natalie Sommerville an Alle:
Thank you for the updates and demos, Magda and Khalilah.
19:01:05 Von Ann-Marie Breaux an Alle:
Undo can be really helpful if you've made edits in the bib and then mark a row or two for deletion. If I can undo, I won't lose all those other edits (which would happen now if I cancel)