2024-10-10 Metadata Management Meeting notes

Meeting time: 11:30 AM EDT, 05:30 PM CEST, 04:30 PM BST

Meeting URL: https://zoom.us/j/527543204 . The meeting password can be found here.

 Date

Oct 10, 2024

Note taker

Laura Daniels, Lynne Fors, Alissa Hafele, Natascha Owens

Recordings

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

Item

Presenter

Notes

Item

Presenter

Notes

Announcements



Charlotte: Yogesh Kumar has set up a wiki document to gather input on clean up of the Bugfest dataset for the Bugfest Ramsons environment. Please review the environment for any other obvious data issues and add comments https://folio-org.atlassian.net/wiki/spaces/DQA/pages/203685917 . The Pre-Bugfest Ramsons environment will be available until Tuesday, 10/15/2024. All feedback should be submitted also by Tuesday, 10/15/2024.

WOLFcon 24 MM SIG sessions: Meeting notes available for working session and you can see all MM SIG related sessions in sched (with slides and recordings as available).

WolfCon update: inventory/MARC authority prioritization

@Christine Schultz-Richert

See summary & original presentation: Search & browse prioritization session

Series browse

@Christine Schultz-Richert

Main task: Talk about the way we navigate between series and instances

Previous MM SIG session on series browse. Gathered use cases during last session, but would like better understanding of real world process flow. Miro board and discussion.

  • e.g. Consistency in cataloging

    • what does this look like for a cataloger?

    • Series in hand, then what?…

    • No feedback in meeting. Christine will attempt and then bring back to group for review.

  • Search series vs. Browse series

    • Use browse when want to see a list of series instead of list of titles within series

      • browse useful to look at a list of series with similar titles

    • Search - looking for instances within series

    • Need to consider subseries

      • example of a series subseries - Revue des lettres modernes

      • Lynne: would expect main series to show first and the subseries under alpha order (hierarchical display)

    • Julie: If you already know the series title and you want to see bib records/instances as Felix said, then search is more useful

    • Lynne: I would start with browse for these, to see if they are cataloged separately (under their own title level call number) or under the series call number appended with volume numbers

    • Ryan: Another use case for browse is to check for consistency in the series titles.

      • e.g. authorized access point is being used

    • Julie: With browse, would we also want to consider any differences with browsing series access points that begin with a corporate or personal name, as well as those that are simply a title string

    • Dealing with instance data and no subfields (e.g. all subfields in one string) so how to know where to split things at the correct points?

      • maybe the instance data/mapping could change to accommodate the subfields?

    • Need to consider 830 vs 490 and institutional mapping differences

    • Browse often more useful for data cleanup because will see the list rather than a search that might not retrieve records with data errors

 

 

 

PC updates

@Charlotte Whitt

2024-10-10 Product Council Agenda and Meeting Notes

Announcements: LoC is on track. Expect to be working in production next week on Order-based Acquisitions. Full roll out of FOLIO will be June 2, 2025.

Proposed plan:

Wrap up the work in the Prioritization and Road map working group. Transition steps: Evaluate/review if the prioritisation process can follow the Acquisition SIG's way to prioritize new work. Data Import planning is following the Acquisition model. Future road map work belongs in the respective SIG.

The PC will loop in the SIG conveners, SIG Liaisons, and the Product Owners and/or Scrum Masters in a joint meeting as kick off (maybe early November), and then continued conversations in the SIGs. Jesse will partipate together with the SIG liaisons in the SIG meetings. Important that there is alignment. A combination of straw man and conversation. Caitlin underlined that this should feed into the release planning - next flower release to do this planning towards the Trillium (R2 2025) release. Jennifer Eustis suggested that for the SIG priorities this could be part of the SIG reports once or twice a year.

Set up Google Calendar function for the PC. Using the OLF Google calendar structure. To be further discussed at the OLF Officers meeting.

Self Evaluation Checklist / Actions document - Review of any proposed new apps. Review early, and in code time before the Technical Council review process.

Work already in progress that needs completion: PC Working Group on Better Sample Data.

Anything the MM-SIG want me to bring back to the PC?

BELA (Bulk Edit and Lists App)

Jennifer Eustis

No meeting this week.

Data Import Working Group

Jennifer Eustis

2024-10-09 Data Import Subgroup meeting

There is now a roadmap, Data Import Roadmap: Ramsons, Sunflower, & beyond.

We discussed enhancements to the set for delete function which include:

  • flag at the instance level

  • visual indication of delete status

  • ability to unmark for delete

  • batch deleting or adding deleted records

quickMARC Subgroup update

Raegan Wiechert

No meeting

Chat

08:50:13 From Charlotte Whitt to Everyone:
Let me take a look in Jira :-)
08:56:07 From Charlotte Whitt to Everyone:
So you are right Christine that there is no jira on filtering by Created by story.
In UIIN-759 there is following note:
Created by – to be implemented later (when we can ensure this to be suppressed from the UI by the European libraries according to GDPR, Employment agreement)
08:58:37 From Julie Darken to Everyone:
To me, browse is useful to look at a list of series with similar titles
08:59:08 From Jennifer Eustis to Everyone:
Reacted to "To me, browse is use..." with ➕
08:59:16 From Ryan Tamares - Stanford Law Library to Everyone:
Reacted to "To me, browse is use..." with ➕
08:59:32 From Magda Gad to Everyone:
Reacted to "To me, browse is use..." with ➕
09:00:13 From Lynne Fors to Everyone:
Some series have subseries
09:01:09 From Julie Darken to Everyone:
If you already know the series title and you want to see bib records/instances as Felix said, then search is more useful
09:01:44 From Lynne Fors to Everyone:
Replying to "Some series have sub..."

I would start with browse for these, to see if they are cataloged separately (under their own title level call number) or under the series call number appended with volume numbers

09:02:55 From Ryan Tamares - Stanford Law Library to Everyone:
Replying to "Some series have sub..."

Another use case for browse is to check for consistency in the series titles. I hope this isn’t jumping ahead

09:03:02 From Felix Hemme to Everyone:
Reacted to "If you already know ..." with ➕
09:03:18 From Julie Darken to Everyone:
Reacted to "Another use case for..." with 👍
09:03:57 From Lynne Fors to Everyone:
Replying to "Some series have sub..."

Revue des lettres modernes is an example of this.

09:04:04 From Felix Hemme to Everyone:
Reacted to "Another use case for..." with 👍
09:04:23 From Jackie Magagnosc to Everyone:
Reacted to "Another use case for..." with 👍
09:04:30 From Lynne Fors to Everyone:
Replying to "Some series have sub..."

09:05:31 From Sheila Torres-Blank (she,her) to Everyone:
Consistency of heading string.
09:05:34 From Julie Darken to Everyone:
I take consistency to mean that the authorized access point is being used
09:05:42 From Ryan Tamares - Stanford Law Library to Everyone:
Reacted to "I take consistency t..." with ➕
09:05:49 From Lynne Fors to Everyone:
Reacted to "I take consistency t..." with ➕
09:06:04 From Sheila Torres-Blank (she,her) to Everyone:
Reacted to "I take consistency t..." with 👍
09:07:29 From Lynne Fors to Everyone:
Replying to "Some series have sub..."

09:08:59 From Julie Darken to Everyone:
With browse, would we also want to consider any differences with browsing series access points that begin with a corporate or personal name, as well as those that are simply a title string
09:10:29 From Lynne Fors to Everyone:
@ Felix maybe see if there are any authorized titles in your national catalog? You could always try the Library of Congress authorities: https://authorities.loc.gov
09:11:12 From Amanda Scott to Everyone:
Searching might be useful if you aren't sure of the exact title but know some of the words (assuming search would be keyword-based; apologies if you've already said it would not be!).
09:11:58 From Lynne Fors to Everyone:
Unless we add boxes for subseries and volumes/numberings into the Instance records?
09:12:26 From Felix Hemme to Everyone:
Replying to "@ Felix maybe see if..."

09:12:56 From Amanda Scott to Everyone:
Yes.
09:15:36 From Lisa Furubotten TA&M to Everyone:
I like the idea of checking the series for consistency, but won't either search not retrieve anything item with a difference or error in the series statement
09:15:45 From Amanda Scott to Everyone:
Replying to "Yes."

09:16:05 From Lynne Fors to Everyone:
Replying to "@ Felix maybe see if..."

09:20:06 From Christine Schultz-Richert (EBSCO) to Everyone:
Reacted to "So you are right Chr..." with ❤️