Metadata Management Implementers Topics

Metadata Management Implementers Topics

Please add questions and topics here. Topics or questions posted in slack will be added here as well.

Metadata Management implementation topics, questions or issues

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Metadata Management Road Map Dashboard

Metadata Management Bug Tracker

List of Issues with label “metadatamanagement”:

 

 


Topic

Status

Description/Use Case

FOLIO App

Date Added to this Table

Contact Name

Interested Parties

Link to Meeting Discussion

Link to Jira Issue

Action

Topic

Status

Description/Use Case

FOLIO App

Date Added to this Table

Contact Name

Interested Parties

Link to Meeting Discussion

Link to Jira Issue

Action

1

Reorder of Holdings and Items

in progress

We want to be able to reorder the holdings and items in how they are displayed.

Inventory

2019-01-01

@Laura E Daniels

@Laura E Daniels

2024-12-12 Metadata Management Meeting notes

 

SME’s need to vote

 

2

Inventory: Strip leading, trailing, and double spaces out of data in some elements (instance, holdings, item)

in progress

Don’t store leading and trailing spaces that are inserted in a field of any Inventory record.

The SIG has not yet agreed how to handle double (multiple) spaces inside the metadata.

Inventory

2025-01-20

@Felix Hemme

 

2023-12-07 Metadata Management Meeting notes

2024-12-09 Besprechungsnotizen MM

Check with @Khalilah Gambrell about the status of this feature. See questions on UXPROD-3473 from 2025-01-20 and 2025-04-17.
3

Multiple Graphical Representations

in progress

The instance schema does not provide a way to record and link vernacular and Latin script.

Inventory

2025-01-21

@Felix Hemme

@Laura E Daniels and others

2024-10-17 Metadata Management Meeting notes

2024-01-25 Metadata Management Meeting notes

… and other occasions since 2019.

 

Get in touch with relevant POs and bring to their attention.
Update the existing Jira features to reflect the current state of knowledge (papers from LoC and Laura Daniels, Christie Thomas, and Jacquie Samples).
4

Ability to Hide Fields at the Tenant Level

Open

It should be possible to hide (not display to users) specific fields in view/edit as well as in-app reports. Out of scope: removing fields entirely? Related to, but not same as need for Templates

Inventory, Orders, all?

2024-01-22

 

@Laura E Daniels

https://folio-org.atlassian.net/wiki/x/HQDsKw

2025-02-06 Metadata Management Meeting notes

UXPROD-1745: Ability to Hide Fields (tenant level, multiple apps)Draft

Update Jira
SMEs need to vote

 

5

Separate Statistical Codes by Record Type

in progress

Would like to be able to assign a different set of statistical codes for each type of record (Instance, Holdings, Item)

tempNote:

  • Idea to add a quailifier to indicate to what Inventory entity a statistical code can be applied.

  • The long list of statistical codes can be hard to read, so it would be good to have a way to search and/or filter on the codes and code types.

Inventory

2025-01-22

Laura Daniels

@Laura E Daniels

https://folio-org.atlassian.net/wiki/spaces/MM/pages/862978052

https://folio-org.atlassian.net/browse/UXPROD-5237

DRAFT Jira
SMEs need to vote
6

Holdings & Item Record Templates

Open

Currently, staff creating holdings and item records must select/enter the same elements repeatedly; we need the ability create, apply, and manage templates for Holdings and Item records; templates save staff time, reduce risk of repetitive motion injury, and reduce errors; Orders has a good model we could follow

Inventory

2025-01-22

 

@Laura E Daniels

 

https://folio-org.atlassian.net/browse/UXPROD-1663

https://folio-org.atlassian.net/browse/UXPROD-1662

7

Sort & Browse by Holdings level Call Number

Open

Currently we are only able to sort call numbers if there is an item record. Many institutions do not use item records for their serials, journals, etc. and thus they are invisible in the browse index. There is a high risk of duplicate call numbers being assigned.

Inventory

2025-01-23

 

@Lynne Fors

@Laura E Daniels

https://folio-org.atlassian.net/wiki/x/lQD0Hg

https://folio-org.atlassian.net/browse/UXPROD-3496

SMEs need to vote
8

Inventory Hierarchical Navigation Structure (UI/UX refactor)

Open

The current use of the display in the second pane, displaying the search result as the Instance record, is not that useful, especially  when searching on data specific for Holdings and Item data.

Inventory

2025-01-23

 

ALL

https://folio-org.atlassian.net/wiki/spaces/MM/pages/4663230

https://folio-org.atlassian.net/wiki/x/3QlH

https://folio-org.atlassian.net/browse/UXPROD-491

9

Add “Item Cost” field on item record

Open

In FOLIO, there isn’t an adequate and consistent field to store an item’s monetary value. In every story or feature request for actual cost, one resounding prerequisite is this value existing on the item record.

Inventory

2025-01-23

 

@Joseph A Molloy
@Charlotte Whitt

https://folio-org.atlassian.net/wiki/spaces/AppInt/pages/442269787

https://folio-org.atlassian.net/browse/UXPROD-4776

Invite Joey Malloy from the Public Library SIG to join us for the item cost discussion.
10

Related Instances Data Element

Open

Allow for MARC linking fields (77x, 76x, 78x) to populate related Instances data elements. This would greatly enhance experiences with periodicals and serials and their many name changes over time.

Inventory

2025-01-23

 

@Lynne Fors

https://folio-org.atlassian.net/wiki/x/RyVH

https://folio-org.atlassian.net/browse/UXPROD-1892

SME’s need to vote
11

Shared Bound-with and Analytics record display icon

Open

Book-Shadow Icon is not sufficiently helpful, because it does not distinguish between the record sharing out the Item and the record(s) being shared with the Item--so to speak (the “other titles”). Yes, I can see what the other titles are if I remember or know to scroll all the way down in the Item record, but … even there it would be good if it was then also indicated which records are which, since I have just scrolled away the title info at the very top. Then also it is further confusing because when I search by barcode, only the one record is retrieved.

Inventory

2025-01-30

 

@Sara Colglazier (MH/5C)

 

 

12

Make 336 (instance resource type) repeatable on Instance records

Open

While the 336 is repeatable in MARC, it is not repeatable on Instance records. This also affects filtering.

Inventory

2025-01-30

 

 

 

https://folio-org.atlassian.net/browse/UXPROD-3973

New stories:

Backend: https://folio-org.atlassian.net/browse/MODINVSTOR-1412

Frontend: https://folio-org.atlassian.net/browse/UIIN-3370

@Felix Hemme to write up a new story, link it to UXPROD-3973 and bring it to the attention of the PO’s.
13

Search MARC fields in UI

Open

 

Inventory and/or Bulk Edit and/or Lists App

2025-01-30

 

 

 

Investigation ticket: https://folio-org.atlassian.net/browse/UXPROD-5218

14

MARC Mapping/ MARC Mapping Updates

Open

New MARC fields/subfields and if and how to include them into the Inventory entities.

Inventory

2025-01-30

 

 

https://folio-org.atlassian.net/wiki/x/9z5H

https://folio-org.atlassian.net/browse/UXPROD-4467

https://folio-org.atlassian.net/browse/UXPROD-4468

15

Ebooks and Ebook Packages

Open

Duplicative data; representing packages

 

2025-01-30

 

 

 

https://folio-org.atlassian.net/browse/UXPROD-139

https://folio-org.atlassian.net/browse/UXPROD-151

16

Indexing Symbols and Words

CLOSED

Support searching in inventory with strings containing “and” or “&” and getting results that contain the other (eg. “Propaganda and Misinformation” vs. “Propaganda & Misinformation”)

 

2025-01-30

 

 

 

https://folio-org.atlassian.net/browse/MSEARCH-447

Has been implemented with Ramsons.
17

Different displays for different users

Open

In Inventory, change how the display looks depending on the user (Circ, Acq, Cataloging, etc.). This could also be an ECS issue for different institutions wanting different displays.

Inventory

2025-02-06

 

 

 

 

18

Ability to maintain relationships with other apps when holdings/items are moved

Open

Work has been done with POL but not other data; reach out to RA SIG for further discussion

Inventory

2025-02-06

 

 

 

https://folio-org.atlassian.net/browse/UXPROD-1647

Reach out to RA SIG for further discussion
19

Reporting

in progress

Not everyone has the same kind of access to reports (via MetaDB etc.); need high level discussion of what types of reports are wanted; reach out to Reporting SIG for further discussion

Inventory ; Data Import ; Data Export

2025-02-06

 

ALL

https://folio-org.atlassian.net/wiki/spaces/MM/pages/862978052

https://folio-org.atlassian.net/wiki/x/ZQPLN?atlOrigin=eyJpIjoiMWRmNzBlZjYzNzMwNGM2MGJkZGVmYzEyOTU0YjE4YjEiLCJwIjoiYyJ9

Related Jiras found

Add to this document (Deadline April 24th 2025):
20

Spine Label Printing

Open

Be able to print spine labels directly in Folio

Inventory

2025-02-06

 

 

 

https://folio-org.atlassian.net/browse/UXPROD-1316

21

Managing Data Export Profiles

Open

Data Export profiles are easily managed within the UI.

Data Export, Data Export Settings

2025-02-06

Lynne Fors

ALL

 

https://folio-org.atlassian.net/browse/UXPROD-2708

2025-03-06: @Jennifer Eustis will reach out to Magda and check if it can be worked out and get a Jira ticket created.
22

Add source URI to Inventory instance metadata

CLOSED

The scope of this feature is to create a new field for a URI in Inventory Instance administrative metadata. This URI would provide a bridge between a description maintained in a shared cataloging environment such as Sinopia, Share-VDE, Libris (National Library of Sweden), or Blue Core, and FOLIO Inventory. 

Inventory

Feb 26, 2025

Laura Daniels

National Library of Sweden

Stanford

ShareVDE parties

 

https://folio-org.atlassian.net/wiki/spaces/MM/pages/843284481

https://folio-org.atlassian.net/browse/UXPROD-5135

Seek funding of the work
BE and FE estimate of required work (Index Data)
Development team appointed
Development work has started and is in scope for Trillium (2025-04-17)
23

Revisit Instances source codes

Open

Source codes currently conflate different types of information in addition to affecting what can or cannot be edited in the instance data. Not all current or potential sources of instance data can represented in the default values.

Inventory

2025-02-07

 

@Laura E Daniels

https://folio-org.atlassian.net/wiki/spaces/MM/pages/4663650

Related to but not encompassed by: https://folio-org.atlassian.net/browse/UXPROD-2249

 

24

Ability to see staff suppression when searching for holdings and item - Review of Staff Suppression and how this behaves in FOLIO Inventory

in progress

Currently when you are searching for an item (by barcode or other value) or an holdings record that you know should be there and you get no results, there is no way to tell if the records are connected to an instance that has been staff suppressed. The only filter for items and holdings is suppress from discovery. Propose to add a new filter or something that allows to see if holdings or item are connected to a instance that is staff suppressed. Or at best have a message display that the holdings or items are connected to an instance that is staff suppressed.

Inventory

2025-02-27

@Jennifer Eustis

ALL

2025-03-06

https://folio-org.atlassian.net/browse/UXPROD-2166

Split this into 2 approaches. Short term roll back decision to not display staff suppressed records. Then long term review this behavior and include other groups in the discussion.
Ryan Taylor and Christine Schultz-Richert will look at rolling back that staff suppress from true to false
25

Enable records (Instances & Holdings) that are connected by Shared Items (shared by Bound-with and analytics function) to be retrieved/surfaced when searching in Inventory Item segment as well as re: other Apps like Lists

Open

Compare also #11 above as well as Lists App Implementers Topics page #13. Currently (in Q) only the Parent title/Instance (and Holdings) is found and then displayed, when I click out of the Item itself, when searching by anything from the Inventory Item segment. Yes, I can scroll to the bottom on the Item to the Bound-with and analytics section to see what is linked, but it is then very cumbersome to work through the different records or to properly be able to browse them, etc. … While it is nice that at the very top “and other titles” is in a bright red font, it would be even better if in additional when one clicked on “and other titles” one would be popped to the bottom where the other titles are at least listed (for some reason, I keep trying to do that, and forgetting to just scroll down; the red is so inviting ?!)

Inventory

2025-03-06

@Sara Colglazier (MH/5C)

 

 

 

 

26

Holdings Record Effective Shelving Order

Open

As an institution that does not use item records for serial/journal runs, the effective shelving order is important in sorting call numbers when running reports. We want to replicate the Holdings effective shelving order from what was done for the Item record effective shelving order.

Inventory

2025-03-10

Lynne Fors (Wellesley College)

 

 

https://folio-org.atlassian.net/browse/UIIN-3276

https://folio-org.atlassian.net/browse/UXPROD-3496

 

27

Damaged item status

Open

Enhance the flexibility of recording damage to physical items. Libraries would like to record the kind of damage that occurred and when. Certain types of damage would trigger an assessment for replacement or deaccession.

Related User Stories:

https://folio-org.atlassian.net/browse/UIIN-562

https://folio-org.atlassian.net/browse/MODINVSTOR-287

https://folio-org.atlassian.net/browse/UIIN-593

Inventory

2025-03-20

 

 

 

https://folio-org.atlassian.net/browse/UXPROD-1659

 

28

Implement Container record structure

Open

The Container record represents a package of either Instances and/or Items. As such it provides the ability to group these together for any number of reasons. A given Instance or Item may be placed in any number of Packages since these are ostensibly independent groupings and there are many possible ways to group resources.

 

Inventory

2025-04-11

@Charlotte Whitt

 

 

https://folio-org.atlassian.net/browse/UXPROD-492

Review in MM-SIG
Identify interested institutions
Write up new UX mock ups
29

Implement Electronic portfolio record type

Open

Working with eResources in Inventory can be difficult. There are no places to slot information on acquisition, agreements, other related eResource invnetory, etc. It would be great to be able to have a record type for eresources. These record types could be combined to form a collection.

image-20250425-170257.png

Inventory

2025-04-23

@Jennifer Eustis

 

 

 

 

30

Support search within list

Open

Provide the ability to search within lists like items connected to a holdings.

Inventory

2025-05-06

@Felix Hemme

@Charlotte Whitt , @Khalilah Gambrell

https://folio-org.atlassian.net/wiki/spaces/MM/pages/980353025

https://folio-org.atlassian.net/browse/UIIN-2726

https://folio-org.atlassian.net/browse/UIIN-2623

Review in MM-SIG in late 2025
31

Date Acquired (without Acquisition app(s) connection)

Open

Many legacy items in Special Collections have dates noting when they were given to the institution by a donor or acquired in general. We would like to be able to have the standardized dates available in the Item record for each item, as opposed to a note or multiple notes in the bibliographic record for multiple copies (similar to the Item damaged status with date in Condition accordion). This has been a requested report from our special collections librarians and this field would make sorting by date much easier.

Inventory

2025-06-12

Lynne Fors

 

 

 

 

32