2023-11-09 Metadata Management Meeting notes

Owned by Felix Hemme
Last updated: Nov 09, 2023 by Alissa Hafele

Date

~

Note taker: Laura Daniels, Lynne Fors (11/02/23), Alissa Hafele (11/09/23), Natascha Owens

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

Announcements

No announcements

Updates from MOL team for Poppy

Jacek Gajkiewicz 

MOL team started work ~1/2 year ago. Focus is Metadata Management/MARC record management and working to provide services for Polish libraries to implement FOLIO. They presented earlier this year about MARC templates functionality: 2023-05-25 Metadata Management Meeting notes.

008 field in proper order in quickMARC

  • Previous order was not based on order defined by LOC
    • Catalogers are used to LOC character positions
  • Added hint in each to make subfield clear, e.g. ctry = place of publication,...

Improved authority linking

  • Previously clicked on reference term and go to MARC authority record to see corresponding authorized term then go back and start search over with found authorized term.
  • Now in top right there is Link button with hint that says Link <authorized term> , click link and it automatically links to authorized term

Added relevant sort to Inventory App

  • Will be covered when Inventory Search is presented in coming weeks

Questions:

Did you consider changing Start date/End date to the MARC Date1/Date2 (since these are not necessarily start or end dates)?

  • Names are derived from OCLC, but agree would be better to change the names to Date 1/2.
  • Khalilah: Will add as enhancement request to change the labels. Challenge to know whether to follow OCLC or LC
  • Laura: When there is a discrepancy we should follow LC MARC because OCLC changes are always very OCLC specific.
MARC cataloging updates

Khalilah Gambrell 

Presentation - slide deck includes all functionality since Iris

Experimenting with change to release notes using overview above. Please provide feedback to Khalilah. 

Inventory App

  • Create new MARC bib record via UI
    • From Action menu - New MARC Bib record. Not templates but needed pre-req
    • Required to update LDR
    • Hit save and close, SRS and connected Instance is created
  • 008 order improvement - see MOL above
  • 008 handling improvements
    • Can edit quickmarc even if bad 008 was loaded

MARC Authority App

  • Automated auth control linking
    • if you have assigned permission you will be able to click "link headings" to automatically link headings to bib fields. Only works if eligible bib field has a $0 - no string matching.
    • Can set up which fields should be eligible for automated linking. Tenant level configuration via API only. No UI setting.
    • Currently 6xx is disabled by default (until subject thesaurus validation is in place) but this may change for Poppy.
    • This is not a batch feature. Only supports single record automation via the UI.
    • Question: what happens if you have $0 but have not loaded auth records?
      • If user doesn't have permission then the link button will not appear.
      • If permission is not disabled and link is attempted, the red toast will appear that says "we haven't found any records"
  • Failed link bib report
  • Improved manual linking - see MOL above
    • Additional improvements since Orchid
      • Auto-populate bib field values when linking
      • Default to search and browse based on bib values
  • Note: currently http is not populated in $0. Will be fixed in future and script will be provided to update the links. Looking into http vs. https.
  • Question: single record import not bringing in $0 from OCLC. What is the strategy going forward for syncing those workflows?
    • DI perspective would be ideal to protect $0 but challenging with repeatable fields.
    • Khalilah has talked with other folks (Gloria - LC and Doug - OCLC) on this topic and know it is a problem that needs to be solved.
    • Laura: part of problem is with OCLC.
      • Chicago and Cornell have raised issue with them.

Key bugs and enhancements addressed

  • See slides for details

Search and Enhanced Consortia Support will be covered at future MM SIG meeting





PC update

Charlotte Whitt 

2023-11-09 Product Council Agenda and Meeting Notes

Announcements: TC is setting down a subgroup on translation/multi-lingual support in FOLIO. Purpose is discussing the possible direction the project might want to go with this.

PC subgroup - SIG working group report and discussion: 

  • New SIG reporting process
  • SIGs vs Working Groups (typical time bound; but some formed under a PO)  
    • SIG setup checklist 
    • Entity Management/BIBFRAME SIG discussion at future PC meeting (11/30/2023) - Felix and Raegan are invited
    • Data Import, which is an ongoing group, that might be a prime candidate for changing from working group to a SIG, with a SIG convener from the community (MM-SIG, Acquisition-SIG)
    • BELA (Bulk Edit & List App working group (MM-SIG, UM-SIG)


Chat

08:31:11 From Felix Hemme To Everyone:
    Link to the agenda for today: https://folio-org.atlassian.net/wiki/x/nEFH
08:31:43 From Christin Seegert To Everyone:
    Reacted to "Link to the agenda f..." with 👍
08:33:59 From Christie Thomas (she/her) To Everyone:
    What is MOL?
08:34:42 From Laura Daniels To Everyone:
    https://folio-org.atlassian.net/wiki/display/FOLIJET/MOL+team
08:35:29 From Felix Hemme To Everyone:
    @Christie Thomas (she/her) They presented earlier this year about MARC templates functionality: https://folio-org.atlassian.net/wiki/display/MM/2023-05-25+Metadata+Management+Meeting+notes
08:36:10 From Christie Thomas (she/her) To Everyone:
    Thank you! I was thinking that it referred to functionality and not the team name. My apologies! But thank you everyone for clarifying for me.
08:37:00 From Khalilah Gambrell (EBSCO) To Everyone:
    Thank you Jacek!
08:39:28 From nancy lorimer To Everyone:
    Did you consider changing Start date/End date to the MARC Date1/Date2 (since these are not necessarily start or end dates)?
08:39:28 From Lynne Fors To Everyone:
    I love the hints! Great for new catalogers!
08:39:37 From scolglaz To Everyone:
    I so appreciate this work on the 008! Thank you!
08:39:59 From Charlotte Whitt To Everyone:
    Reacted to "I so appreciate this..." with 💯
08:40:54 From scolglaz To Everyone:
    It is not just needed because that is what we are used to, but when I am comparing what I see in FOLIO to what I see in MARCedit, it gets really confusing … It will be great if they will now look the same!
08:41:17 From Charlotte Whitt To Everyone:
    Reacted to "It is not just neede..." with 💯
08:41:32 From Christie Thomas (she/her) To Everyone:
    Reacted to "It is not just neede..." with 💯
08:42:13 From Lynne Fors To Everyone:
    Reacted to "It is not just neede..." with 💯
08:42:19 From Khalilah Gambrell (EBSCO) To Everyone:
    Reacted to "It is not just neede..." with 💯
08:45:23 From Laura Daniels To Everyone:
    I agree with Nancy, we should go with the MARC definitions rather than OCLC names when there is a discrepancy
08:46:40 From Ryan Tamares - Stanford Law Library To Everyone:
    💯to updating date labels
08:48:05 From Khalilah Gambrell (EBSCO) To Everyone:
    - FOLIO Cataloging Capabilities (slide deck): https://docs.google.com/presentation/d/1npmW7OZFTffNWDeL2a7jrLCTueofbKNB/edit#slide=id.g290b3c53d77_0_0
    - Non-ECS Release overview: https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5210851 
    - ECS Release Overview : https://folio-org.atlassian.net/wiki/pages/viewpage.action?pageId=5210853
09:15:58 From Christie Thomas (she/her) To Everyone:
    That is a good question. What if we have https in our records already?
09:19:56 From Laura Daniels To Everyone:
    Part of the problem lies with OCLC
09:20:01 From Jenn Colt To Everyone:
    Reacted to "Part of the problem ..." with 💯
09:20:05 From Lisa Lorenzo (she/her) To Everyone:
    Reacted to "Part of the problem ..." with 💯
09:20:07 From Jenn Colt To Everyone:
    Replying to "Part of the problem ..."
    
    A big part
09:20:18 From Laura Daniels To Everyone:
    we (at Cornell) have brought this up to them
09:21:16 From Christie Thomas (she/her) To Everyone:
    I am pretty sure that Mike Gorrell and the TC have had some discussions with OCLC>
09:23:28 From Jenn Colt To Everyone:
    Maybe oclc libraries need a recap session to see where we all are.
09:23:38 From Christie Thomas (she/her) To Everyone:
    Reacted to "Maybe oclc libraries..." with 👍
09:23:52 From Laura Daniels To Everyone:
    Reacted to "Maybe oclc libraries..." with 👍
09:24:07 From Sheila Torres-Blank (she,her) To Everyone:
    Reacted to "Maybe oclc libraries..." with 👏
09:27:49 From Khalilah Gambrell (EBSCO) To Everyone:
    Hey Christie - this is the permission that should not be assigned if a library has no authority records loaded: quickMARC: Can Link/unlink authority records to bib records
09:28:29 From Khalilah Gambrell (EBSCO) To Everyone:
    Replying to "Hey Christie - this ..."
    
    This should prevent the link icons and Link headings button from displaying.
09:28:48 From Felix Hemme To Everyone:
    The big pro using the Lokalise web service for translations is that the translations are shared with all Folio installations, and are not only locally available for one tenant. That is the difference compared to the solution from Knowlede Ware.
09:28:54 From Christie Thomas (she/her) To Everyone:
    Reacted to "This should prevent ..." with 👍