2023-08-31 Metadata Management Meeting notes

Date

~ 30

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 will have a meeting discussing UI options for saving (e.g. save & keep editing, save & create another, etc.) on September 11th at 12pm ET. Link to mockups will be forthcoming. (The link should appear soon in the MM SIG channel as well)

PC update

2023-08-31 Product Council Meeting notes

Meeting logistics: Discussed shortening the PC meetings - will change from 90 min to 60 min, with meeting start at 10 am EST / 4 pm CET. Test through September. 

Encouraged everyone to be responsive on Slack, in order to be more supportive of FOLIO participants following the project in different time zones. 

  • difficult for Australian colleagues to join meetings since meeting times are often in the middle of the night; so being more responsive on slack would help

Four new PC subgroups have been formed. The purpose is to focus the work following up on WOLFCON 2023 - Overview of Subgroups:

Other post WOLFcon follow up tasks:

  1. the work in the prioritization and road map group
  2. encouraged all participants in WOLFcon to fill in survey send out by mail
  3. the planning group will do a retrospective meeting (later today 8/31/2023)

Further notes:

  • there is a wiki page for each of the subgroups (linked above)
  • 3rd bullet, structuring SIG reports to PC
EMWG update
  • slides available Entity Management App Use Cases (Doug Loynes, EBSCO; Jacquie Samples, Duke)
  • wanted to avoid telling developers there is only one way to work with entities or one framework
  • want a flexible framework that all types of libraries could make use of it; a system that works for a majority of libraries & flexible enough for multiple use cases; not necessarily confined to an entities app
  • spreadsheet based on framework created by group
  • two early guidelines
    • use cases should not include exact language on how solution should be created, but may have language about outcome
    • As a (library type) I (Role) need...
  • Role/Library Type/Use Case Categories/Priority
  • spreadsheet includes use cases that are important but should not be confined to the Entities App
  • a miro board gives a visualization of use cases
  • LC BF project
    • key decision 1: Refactor Marva in React (tight interoperability with FOLIO)
    • key decision 2: Marva as a stand-alone app (available to non-FOLIO libs as a front end)
    • Timeline:
      • November 2023: Thin thread (pre-release; focus on copy cataloging English monographs; create data graph from MARC records; released to select FOLIO libs in test
      • March/April 2024 (Q release/Quesnelia) (production release of BF functionality (original & copy workflows; work, instance, item; primarily monographs; BF2MARC2BF transformation
      • October 2024 LC's planned launch of BF in FOLIO
  • want to hand off EMWG work now to MM SIG

Discussion:

  • about last comment; MM SIG has such a huge breadth of responsibility and adding more is a bit worrying
    • entity management wg was not associated with any development group & perhaps a new group needs to be more closely associated with development that is happening
    • do we need to ask Product Council about what it should be? Subgroup? Entirely new group? MM SIG needs to be a big part of it, but run it? Other groups have interests in this too (Acquisitions, ERM)
    • going back to community a good idea; this potential suite of apps will have impact across FOLIO (are we talking about a bunch of smaller apps?)
    • need to know more about the work that is currently happening? how are we engaging? outcome may be a number of working groups, including engagement outside MM SIG
    • need PC to assign developers
    • guidance coming from LC Marva on the thin thread work? Yes.
    • functionality that is coming with LC work a big part of use case discussion; trying to understand the process–are you using work of EMWG? How should we follow your work?
      • parallel work with LC & WG; trying to bring into alignment
      • not just building something that is bespoke for LC; important to have had step-back view
    • don't want to spin up a group that is not very closely aligned to the work being done
Resource titleChristine Schultz-Richert 

UIIN-2558 - Getting issue details... STATUS

  • investigating a search option that only searches the 245
  • originally resource title, but issues with non-filing characters
  • should we concentrate on index title?
    • suggestion: index title if it exists; otherwise fall back on resource title
  • is this going to be left-anchored? keyword?
    • Left-anchored mostly covered by browse
    • if keyword, the non-filing doesn't really matter
  • need to make sure we account for variety of languages in initial articles
  • do people want it?
    • do find it noisy in specific searches
    • there is a ticket about implementing ability to do phrase search without word stemming (right now only does stemming in English)
    • from chat:
      • The MM-SIG has previously discussed: MSEARCH-463 Inventory search on Title (all) return too many results MSEARCH-463 - Getting issue details... STATUS
      • Forcing exact matching with quotes is a good convention.
    • if we are doing a known-item search, do we expect it to be left-anchored or keyword?
      • leaning toward left anchored
        • from chat:
          • I'd rather have left anchored : right now I hate having to look for 'national geographic' and getting 100s of hits
          • I hate having to look for "Language" the linguistic journal
          • Another example: yesterday I was looking fo database record for 'American west' and got 3000 hits
    • how does it rank results? Is default sort relevancy?
    • is the place to start "search on index title if it exists and left-anchored"?
      • yes and then have it somewhere where we can play with it and see if it's returning what we want and tune it more if necessary
    • is there a comprehensive list of search enhancements requests? Need some context. 
      Can put a page in wiki that outlines some of the decisions and the work we are thinking of (Christine Schultz-Richert)



MM Dashboard with Bulk Edit

Chat:11:08:09 From  Jennifer Eustis  to  Everyone:
    searching
11:10:30 From  Jacquie Samples -- Duke  to  Everyone:
    Thanks for the nice words on the theme and pictures, Charlotte!
11:10:40 From  Charlotte Whitt  to  Everyone:
    Reacted to "Thanks for the nice ..." with ❤️
11:11:47 From  Lisa F. (TAMU Cat)  to  Everyone:
    Besides catalogers, who has a vested interest in EM, that we could pull in?
11:11:48 From  Jacquie Samples -- Duke  to  Everyone:
    There is so many connections to MM-SIG, and all the other products you mentioned Reagan.
11:11:53 From  Jacquie Samples -- Duke  to  Everyone:
    Reacted to "Besides catalogers, ..." with 👍🏼
11:15:09 From  Ann-Marie  to  Everyone:
    Doug, I’m assuming that there’s guidance and feedback coming from LC/MARVA on the thin thread/Quesnalia work - is that right?
11:17:49 From  Steven Folsom (he/him/they/them)  to  Everyone:
    While there is active development, without EM, how does the broader FOLIO community engage with the work? Is it MM-SIG in the meantime?
11:18:02 From  Steven Folsom (he/him/they/them)  to  Everyone:
    (Christie beat me to the question. 🙂 )
11:19:16 From  Jacquie Samples -- Duke  to  Everyone:
    Excellent point, Christie!
11:19:18 From  Christie Thomas (she/her)  to  Everyone:
    Sorry. I am done with my questions.
11:21:25 From  Rita Albrecht  to  Everyone:
    I agree with Ann-Marie
11:22:06 From  Lisa F. (TAMU Cat)  to  Everyone:
    Don't forget to consider query searching
11:22:41 From  Lisa F. (TAMU Cat)  to  Everyone:
    'Title starts with' ?
11:22:42 From  Rita Albrecht  to  Everyone:
    We do both - Keyword an phrase
11:23:07 From  Rita Albrecht  to  Everyone:
    should read "and" between ...
11:23:56 From  Jacquie Samples -- Duke  to  Everyone:
    And probably the title "The" 😂
11:25:53 From  Rita Albrecht  to  Everyone:
    Our catalogers sort the articles out - in all languages
11:26:28 From  Charlotte Whitt  to  Everyone:
    Reacted to "Our catalogers sort ..." with 💯
11:27:05 From  Lisa F. (TAMU Cat)  to  Everyone:
    Well, for the catalogers, most of the time we know exactly what we are looking for , so I want to search the 245 title, not the others.
11:27:28 From  Doug Loynes  to  Everyone:
    Need to drop - TY!
11:27:39 From  Jacquie Samples -- Duke  to  Everyone:
    Thanks Doug!!
11:29:48 From  Charlotte Whitt  to  Everyone:
    The MM-SIG has previously discussed: MSEARCH-463
    Inventory search on Title (all) return too many results
11:30:46 From  Steven Folsom (he/him/they/them)  to  Everyone:
    Forcing exact matching with quotes is a good convention.
11:31:46 From  Raegan Wiechert  to  Everyone:
    MSEARCH-463 - Getting issue details... STATUS
11:33:09 From  Charlotte Whitt  to  Everyone:
    Reacted to "Forcing exact matchi..." with 👍🏻
11:34:23 From  Lisa F. (TAMU Cat)  to  Everyone:
    I'd rather have left anchored : right now I hate having to look for 'national geographic' and getting 100s of hits
11:35:29 From  Lynne Fors  to  Everyone:
    I agree with Lisa. I hate having to look for "Language" the linguistic journal
11:36:22 From  Lisa F. (TAMU Cat)  to  Everyone:
    Another example: yesterday I was looking fo database record for 'American west' and got 3000 hits
11:42:42 From  Nancy Lorimer  to  Everyone:
    and in Canada too!