2024-01-18 Metadata Management Meeting notes

Date

~35

Note taker: Laura Daniels, Lynne Fors, Alissa Hafele, 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

R2 2023 Poppy Critical Service Patch #1 - https://folio-org.atlassian.net/secure/Dashboard.jspa?selectPageId=12920

Inventory exports/harvests
  • Collect use cases for exporting/harvesting instance data directly from Inventory with more than just abbreviated MARC (e.g. "indexing in discovery / opac").
    • Please add your use cases in advance to this wiki page: Export Use Cases (following item #16 in the list)
  • Review the existing mappings for data export/harvesting, and see what additional data should be included

Magda hopes to get answers to the following questions (from Slack):

  • Do we need to be able to export inventory records in MARC format that is not abbreviated MARC currently supported? 
    • Lloyd (Marmot): The use case I can think of is migrating to another system. In that case, you might need all your data in MARC format, depending on how the other system imports data.
  • Do custom mapping profiles meet such need? If not, what functionality is missing? What is the urgency (priority)?
    • Jennifer Eustis (5C): Holdings records and syncing with OCLC LHRs. Also, goes hand-in-hand when searching for holdings, results returned are Instance records.
      • Charlotte: Can search on holdings record data using the API and get only holdings records
  • How the abbreviated MARC record affects discovery in your organization? Could you provide examples of when you would prefer more data included?
  • Is there a need to export only a subset of the fields from SRS record instead of the entire record? If yes, what would be a use case for it?
    • Alyssa: Stanford has this need, want to exclude purchasing data.
    • Jenn Colt (Cornell): our use case for that last question is excluding local data in case someone didn’t say that yet
    • Reagan (Missouri State): export partial bib record to analyze genre/subject headings; see Export Use Case #17

  • Question: Are there plans to extend the export formats beyond MARC? I don't have an urgent use case, but it might be worth looking at this topic.
    • Answer: Yes, there are plans. Bibframe is next. Other formats are not yet scheduled.
  • Question: Can we deleted and edit export profiles/mapping profiles in Poppy?
    • Answer: Pain point for many libraries. Not yet. Feature in backlog for locking profiles to prevent deletion, no expected release for this functionality.


No PC meeting, but a Tri-Council meeting

FOLIO Tri-Council meeting on January 18th at 10:00am Eastern Time. The agenda:

  1. How many releases per year do we want for FOLIO?
    1. Significant consensus that 2 releases per year is best target for FOLIO
    2. Interested in how the work on App and Platform Formalization work in future will affect the releases if we can decouple FOLIO from the monolithic releases and provide more flexibility (maybe move more towards feature based releases)
  2. What do we want to get out of WOLFcon 2024?
    1. Have more hands on/workshop sessions (maybe as pre FOLIO conference day)
    2. Governance meetings - in the councils (after the regular FOLIO conference). Worked well in Chicago
    3. Plan for sessions which will engage both SMEs and developers
    4. Opportunity for lunch time and evening sessions 
    5. Improve the conversation across roles as PO, Conveners, SMEs, Devs, and SysOps
    6. Jennifer Eustis and Paul Moeller volunteered to be in the planning committee
  3. How do we make the FOLIO Project attractive to new member organizations?
    1. Reach out to potential FOLIO libraries, who then decided not to go with FOLIO
    2. Outline how the members contributions improve the FOLIO product
    3. EBSCO has many hosting customers, but not many of them are FOLIO members
BELA (Bulk Edit and Lists App)


No meeting this week.

Data Import Working Group

At the 2024-1-17 Data Import Subgroup meeting, the working group discussed updates for Quesnelia, UXPROD-2742, and continued the discussion on MODATAIMP-879.

For Quesnelia, the focus continues to be reliability and stability improvements in addition to reducing the number of bugs. There are bug fixes for Poppy that will be part of a future CSP for Poppy. The group would like a better understanding of what is a bug, when any bug is changed to a feature or closed, and how bugs are evaluated.

For UXPROD-2742 , this issue concerns how to handle an incoming marc to an existing MARC SRS field where the existing MARC SRS's field that is being match to is a repeatable field as in the case with the 035. We talked about use cases and common scenarios.

UXPROD-2742 - Getting issue details... STATUS

For MODDATAIMP-879, we continued the discussion on how to handle removing duplicate 856s in SRS.

MODDATAIMP-879 - Getting issue details... STATUS

For lab, we'll be brainstorming documenting bugs and other issues. For Zoom meeting info, see #data-import-lab-sessions in Slack.

Chat


10:31:30 From Jennifer Eustis to Everyone:
    thanks Lynne :)
10:31:49 From Lynne Fors to Everyone:
    Reacted to "thanks Lynne :)" with 👍
10:32:14 From Felix Hemme to Everyone:
    I can hardly believe that another week has already passed ...
10:32:29 From Ryan Tamares - Stanford Law Library to Everyone:
    Reacted to "I can hardly believe..." with ➕
10:32:51 From Thomas Trutt to Everyone:
    That just means June and warm weather will be here faster.. 🙂
10:33:13 From Felix Hemme to Everyone:
    Reacted to "That just means June..." with 🏖️
10:33:28 From Laura Daniels to Everyone:
    Reacted to "I can hardly believe..." with 💯
10:37:06 From Felix Hemme to Everyone:
    Are there plans to extend the export formats beyond MARC? I don't have an urgent use case, but it might be worth looking at this topic.
10:38:07 From Felix Hemme to Everyone:
    Thanks!
10:39:10 From Jenn Colt to Everyone:
    Sorry to be late, our use case for that last question is excluding local data in case someone didn’t say that yet
10:40:35 From Marmot Office to Everyone:
    The use case I can think of is migrating to another system. In that case, you might need all your data in MARC format, depending on how the other system imports data.
10:41:44 From Jennifer Eustis to Everyone:
    That's great to hear because there's really no workaround in FOLIO right now. You'd need something like LDP or LDLite to get that information
10:41:59 From Charlotte Whitt to Everyone:
    Magda, you can search on data in the holdings record using the API
10:42:15 From Charlotte Whitt to Everyone:
    And then only get the holdings records
11:01:30 From Jennifer Eustis to Everyone:
    Thanks Magda
11:08:25 From Laura Daniels to Everyone:
    I always appreciate opportunities to meet and learn from the developers
11:10:10 From Charlotte Whitt to Everyone:
    Reacted to "I always appreciate ..." with 💯
11:12:31 From Felix Hemme to Everyone:
    Reacted to "I always appreciate ..." with 💯
11:18:20 From Charlotte Whitt to Everyone:
    R2 2023 Poppy Critical Service Patch #1 - https://folio-org.atlassian.net/secure/Dashboard.jspa?selectPageId=12920
11:21:56 From Felix Hemme to Everyone:
    Have a great day!