Date

12 May 2017

Attendees

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Discussion items

Time	Item	Who	Notes
	Joint Resource Management/Metadata Management Discussion on the Resource Management Data Domains Model	Cate Boerema (Deactivated)	Reviewed this presentation Metadata Concept: Heirarchy: Instance - describes resource holding Codex: Minimal set of metadata; instance-level; e.g. resource name, identifier (ISSN); primarily used for index points Detail record: specialized descriptive record; data will vary based on type of resource; e.g., other identifiers (OCLC numbers) Where do instance records come from? manually entered distilled from a local record such as MARC exported record may not be the same as the local record Accessed via external kb FOLIO Instance Records FOLIO bridge module will be necessary for external kb, mapping/cross-walks (work has to be done by provider) Question: Evaluation process for external kbs? A standard? External kb access will vary - could be read-only, also read/write Will be other ways to integrate for those that are not set up with the bridge module How are local instance records edited? Local records are fully editable Don't know where editor will live yet Edits do not impact linked, source records Can preview/generate new records in MARC Source record can be modified in their native formats FOLIO record is still format agnostic Edits will only sync with FOLIO record if explicitly requested by user FOLIO will notify user of conflicts with sync Some terminology issues with the slides Ideally want to store a minimal amount of local changes How are external kb records edited? Will depend on external kb support of editing may be done from within FOLIO or by linking out to external app If no support Allow the creation of custom overlays Provide means for reporting problems How are FOLIO instance records accessed? Single unified search across all resource types and sources Duplicate results could display because multiple sources are being queried May be possible to merge similar/identical records from different sources - should be library-controlled Work - will be optional organizational element, not sure how it will work Item/Holding - An actual copy (physical or electronic) of a resource. Reflects information such as its location (physical or virtual) and barcode Wireframe is still rough, still needs work Physical Item Records Click on physical item in results to view details: Key instance-level metadata Item metadata is displayed and editable: Barcode, material type, etc. Electronic Holding Records Click on item in results to view details: Key instance-level metadata Item metadata is displayed and editable: URL, etc. Next Steps Define instance-level metadata for FOLIO: See Spreadsheet (Cate's original spreadsheet) Define physical item-level metadata for FOLIO Define electronic item-level metadata Formats - Lean on and even adopt standards for what data is collected, how the data is stored Question: Can you reference more than one kb for each instance? If there are two records coming in, the records should be structured the same so decisions will be need to be made how they're handled. Question: Where does the acquisition record live? Are external to the instance record, will hang off the item record, not the instance record Need to keep records locally - e.g. vendor no longer sells ebook so it's pulled from the vendor/external kb but it's a title that you purchased and you continue to have access Question: Mapping back of changes to FOLIO record? It can't - it's only one way but a second record can be created. With the FOLIO record, you would be able to export a MARC record that could be shared with institutions that do not use FOLIO. Export customizations on top of existing record. Question: Does it make sense for the instance-level record to be editable? Use examples of a couple of formats to determine what data elements belong in the detail records.[Print book, ejournal] How often/typical is it to edit an each element? Anne L. Highsmith volunteered sample records - MARC + BibFrame + Dublin Core Start with instance, not package - this will come later OLE may have started a list of elements - Kristin Martin will check with Kristen Wilson, to be used as a reference. Metadata Management SIG will start on this project. Lynn Whittenberger will be in touch with Cate Boerema (Deactivated)

Action items

2017-05-12 Metadata Management Meeting Notes--Joint Meeting with RM SIG