2017-06-01 Metadata Management Meeting Notes
Date
Attendees
- Jacquie Samples
- Sarah Schmidt (Deactivated)
- Natascha Owens
- Christie Thomas
- Charlotte Whitt (note taker)
- Peter Murray
- Mike Showalter
- ChewN
- Former user (Deleted)
Goals
- Review updated metadata model
- Add to use case document
Discussion items
Time | Item | Who | Notes | ||||
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Greetings from the new MM SIG convener | Lynn Whittenberger | Lynn W. is our new convener of the MM-SIG. She works at NCSU Libraries, as Associate Head of Acquisition and Discovery (Monographs). Updates on future meeting schedule: no meetings 6/15 & 7/6 due to vacations. Call for a volunteer to submit brief reports of MM SIG activities/update to the weekly OLE Project Report (Holly Mistlebauer). Send an email to Lynn W. if interested in taking on this task. | |||||
Update from the FOLIO Facilitators | Joseph Olivarez | n/a | |||||
Update from Product Council | Dracine Hodges | From todays PC meeting, Dracine told about EBSCO's presentation of the revised FOLIO V1 Dev & Milestone plan 2. Harry Kaplanian will do an update on the Roadmap on the upcoming OLE Forum on 6/14. Dracine also mentioned that there will be a FOLIO 101 at ALA, and she encouraged SIG members to attend. | |||||
Metadata model - review & discussion | LW & group | https://discuss.folio.org/t/metadata-model-deck-from-discussion-with-mm-and-rm-sig/827 - follow up on last week's joint RM/MM meeting 5/26, where Cate presented the revised metadata model for the FOLIO Metadata Concept (outcome of the Dublin meet). Lynn briefly went over some of the highlights in the new model, and mentioned a couple of points the MM need to talk more about at this meeting, and probably circle back to at following meetings. Lynn pointed out:
What is the FOLIO Codex metadata? A standard set, a smaller set of metadata pieces that would be primarily for non-cataloguing search and workflow work
Anne L. Highsmith noticed, we are talking about item- and holdings records, and since the thinking now is, that the source record will be kept as authoritative in the revised model, then what about MARC holdings records? Will they be stored, and editable? The question is highly relevant and will be add to the use case document. Mike Showalter agreed in the need to add use cases for holdings data, items data, order data. He suggested to distinct between the type using the "Record type" column. Ann-Marie also suggested a new column "Added by" in the spread sheet. In the deck shown by Cate last week slide 16 and 17 gives an start example of the metadata envisioned in different material types of records: Lynn explained that the work with the use cases will show which elements will be relevant. Hopefully do we will not end up with a gigantic list, but a more manageable list of data elements.
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Use case document "homework" | https://discuss.folio.org/t/folio-codex-use-cases/828/2 Lynn encouraged all to fill in metadata use cases, e.g workflow task as administrative metadata on history of activity, things you need to track etc. in the spread sheet: https://docs.google.com/spreadsheets/d/1M5eftff8ZHYET5-JFFARUZ-i9n7O6tAQ7mg0G0CkZQ4/edit?usp=sharing Lynn have added e.g. row #13: Add Electronic Theses & Dissertations to Codex - and ended up with several questions. Jacquie Sampler asked: do we need to have a record of every resource (we 'own', 'rent', 'produce') in the Codex, even if they are not part of the workflow, but only part of the Discovery layer? Mike Showalter suggested to focus on the use case related to acquisition, and where the money are spend. After the RM meeting on 6/2 it would be a good time to start fill in data in the Codex data elements needed - in the document started by Mike S.: https://docs.google.com/spreadsheets/d/16ywTWiQvTjHF3RbGpoZ00rAZ0gqf1F2upUTLWTPW0aY/edit#gid=0
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Location data - discuss.folio | Ann-Marie Breaux | https://discuss.folio.org/t/location-data-ra-rm-mm-sigs/803 Ann-Marie Breaux used to work for YBP, which now is the GoKB Solution with EBSCO. Her back ground is as acquisition and cataloguing librarian. Ann-Marie work 100% FOLIO these days. The topic re. location data originated discussions in the Resource Access SIG (RA). Ann-Marie raised: 1) Lots of levels sounds complicated; 2) and with print being a diminishing percentage of the usage in our libraries, would there now be the incentive to simplify the location hierarchical structure, and flatten the structure, and do a flat list of locations, where you could pick and choose the different locations depending on the task. Lynn acknowledged that some of this hierarchical structure, the very granular nature, maybe have some historical reasons. Jacquie reminded, that most of the big academic libraries today have very large physical collections, and managing these collections will they continue to do the next decades. At Duke such a flat list, is going to be a very long list. The hierarchical structure is a way to manage, sort, and filter these locations. Sara Schmidt explained, that there are a lot of nuances to this, e.g. a special collection is not just in library X, but defined on item level. Lynn reminded, that people can contribute and comment further on the Discuss forum.
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Notes from FOLIO Day at Simmons in Boston | Ann-Marie Breaux | This week a FOLIO Day was held at Simmons in Boston. The meeting was organized by FLO (Fenway Libraries Online), with participants from small, and mid sized academic libraries. At the break out was lead by Ann-Marie, and her colleague Marc Keeper: Following key topics expressed by the participants:
See the full text of notes: https://discuss.folio.org/t/mm-rm-notes-from-simmons-folio-day-from-ann-marie-breaux/839 Time ran out, and Lynn reminded again that people can contribute on Discuss. |
Action items
- Add use cases in the spread sheet https://docs.google.com/spreadsheets/d/1M5eftff8ZHYET5-JFFARUZ-i9n7O6tAQ7mg0G0CkZQ4/edit?usp=sharing
- Add metadata elements in the spread sheet Codex data elements https://docs.google.com/spreadsheets/d/16ywTWiQvTjHF3RbGpoZ00rAZ0gqf1F2upUTLWTPW0aY/edit#gid=0