2017-07-13 Metadata Management Meeting Notes

Former user (Deleted)

jdolivarez

Peter Murray; Lynn Whittenberger

Per Peter: Linked Data came up at last week's Product Council meeting -- does it need a separate SIG?  Is the topic best handled by the MM SIG or a subset of the MM SIG?  The Product Council attendees thought it best to bring the topic to the MM SIG for their thoughts.

Lynn: let's discuss (briefly) at the meeting & decide how we want to have a conversation around this idea: Mailing list or FOLIO discuss? When does PC want a recommendation from the MM SIG

• Peter Murray to create a Discuss topic to being the discussion.

Cate Boerema (Deactivated) ; Lynn Whittenberger

Kathryn Harnish, Leap Forward Library Consulting

Slides: https://docs.google.com/presentation/d/1My4QQ0B2QVTPzwrqyV41cZHqaoAUrCogy12RQFzvo5o/edit?usp=sharing

• Kathryn is working in a consulting role surrounding the codex at the moment.
• Email: kathryn at leapforwardlibraryconslting dot com
• Slide: What is the codex?
  • Codex is a "thin layer" that will sit on top of the data to help normalize the data.
• Slide: Assumptions
  • There must be enough data to identify and differentiate one resource from another.
  • Data relevant to only a single functional area does NOT need to be in the codex. Example: Cost information does not need to be displayed in the codex. Circ information does not need to be in the codex data. The codex is about when we're working across repositories.
  • Keep the codex lightweight. We want a set of common denominator fields.
• Slide: Marching Orders
  • While focus is on print and electronic, but we should keep in mind resources that fit into other categories.
• Slide: Methodology
  • There is an intention to allow individual libraries to customize the codex.
  • Instance: This essentially the representation of the resource. It is a combination of FRBR's expression and manifestation. Holdings/Item metadata is library specific.
• Slide: About Instances
  • What triggers the creation of a new instance?
    • Should variant ISBNs trigger new instances? This may not be desirable in the end.
      
      • See Instances and ISBNs, create to aid discussion.
    • The danger is creating too many instances that users will have to sort through.
• Slide: About Holdings & Item Data:
  • When we start to map up into the codex, Kathryn's recommendation is to flatten or combine holdings/item data. Kathryn is interested in hearing from the group ideas on how to flatten those elements without loosing data.
  • Question: How can the architecture support keeping two structures? Should we even worry about it? Kathryn and Ann-Marie both suggested our group focus on what we want to happen, and let the developers worry about "how."
  • Question: Christie Thomas asked what the implications are of having some info in the codex but other pieces of info not in the codex. How does this concept affect workflows across functional areas. Kathryn: when working in the acquisitions domain, for example, the full record would be accessible at this point. If the resource is coming from a Knowledge Base, then that info would be view-able and accessible at the point of need. The codex comes into play when the user would like to search across or see across several repositories. Vince added that the mindset is "microservices". Each domain has their own representation of a resource. The codex sits above that as a navigator. The user can always go from the codex "summary" to the more detailed information needed.
• Slide: Conversation on This Approach
  • Vince proposed that use use cases to validate, instead of attempting to supply a full research effort. He mentioned the concept of a "straw man" which he hopes to elaborate on at the end of the meeting.
• Slide: Sample Use Case - Searching
  • Kathryn noted the absence of "Subject" information on this slide. Subject information is planned to be kept outside of the codex.
• Slide: Same Use Case - Resource Management
  • Mike asked what is meant by the Commerical Identifier. Kathryn stated that ISBN, ISSN - identifiers used at a trade level. A System Identifier is something that could be kept in an 001 field or an 035 field.
• Slide: Instance Metadata Elements
  • Contributor - Kathryn is wondering how important that is.
• Proposed Next Steps
  • Kathryn would like to meet on a regular basis with this group. Over the next few weeks we have to have long conversations to push the end result happen quickly.
  • Lynn suggested that Kathryn create a Discuss topic for each topic that she feels we need a "deep dive" into. Then we could summarize and prepare to discuss.
  • Mike Winkler asked whether we could do a "workshop" approach to give a larger portion of time.
  • Vince agreed that a workshop approach would be useful.
    
    
  • Kathryn Harnish will create a Discuss topic for each topic she would like us to explore further as a group.

Vince displayed his Codex Metadata spreadsheet. Everything built is intended to work as a service and result in an API. This need for the many information points differentiates this from the way information has been traditionally presented in library systems. Vince would like to walk through this in more detail and to do the same thing for different services. VBar - will provide this document on the Google Drive, after he's had a chance to adjust it a bit. He will put it in the shared Codex Google Drive. 

Lynn and others asked that the group please utilize the Discuss forum more. discuss.folio.org