2025-03-11 Better Sample Data Meeting notes

General:

1. Letter to Risk Office at Michigan State University Libraries

2. Eureka platform to be rolled out with the Sunflower release (4/28/2025)

FOLIO Snapshot:

3. Environment update is WIP

4. Stanford is working on sample authority data to be ready soon for the snapshot environment.

Anonymization of data in Bugfest environments:

@Autumn Faulkner did send the finalized letter to the dean for the MSU early December.

The letter was sent to the risk management group, no response yet. Any Update

Autumn: Still waiting for risk management to get back. Autumn will give it one more month. It is still in the margin of ‘traditionel’. A lot of organizational changes.

Document written up by the TC: https://folio-org.atlassian.net/wiki/spaces/TC/pages/676855870

Is there any update from the Tri-Council meeting on the decision on when to roll out Eureka?

No news.

Discussion Topics:

• Are circulation rules supposed to be anonymized? We will come back to that topic next time.

  • In FOLIO Snapshot the circ rules should be minimal

• FOLIO Snapshot is being build every 24 hours. So the sample data must adhere to that, when adding talking about loan patterns, how do we ensure that open loans adhere to the circ rules for testing things like bills, notices, aging to lost, etc.?

• @Charlotte Whitt will update Patron notices templates and basic functionality, and update Circ rules accordingly.

  • We can review in our next meeting.

Updates on FOLIO Snapshot?

At the TC yesterday Craig asked re. status on the work of the PC working group. TC pleased to hear we are working on improving the sample data.

Latest Update:

Charlotte still to work on update of existing 36 instance records with Source ID = FOLIO. Difficult to carve out time.

• Update in next meeting

• Update existing 36 FOLIO Source.

Add 100 MARC records - MM-SIG eyes on the 100 bibs What to ensure that these records has the right mix of misc. types, to cover the basic; incl. bound-with.

• Instances to have holdings, or holdings/item. Also example on items with No barcode, On order, and regular item barcodes.

• Shelley to add Authority data. Try to overlap with inventory records both source FOLIO? and source MARC - added 100 authority records via data import.

• Shelley will provide the job profile used in the institution. Any Update?

• Are these loaded?

  • Autumn has provided sample data for music records and serials records with multiple holds and multiple items. Holdings statements to be added. - These will be loaded shortly into the env.

    These records are loaded to this groups shared drive.

  • Autumn:

    • Create a job profile to match records from Shelley

    • Setup locations

    • Load sample set of 100 records, bound with relationship and stats codes.

    • MSU Documentation: https://msults.atlassian.net/wiki/spaces/TSdoc/pages/129597445/Importing+overlaying+bib+records+in+FOLIO

• Order/Order lines data. Kristin will provide screen shots in Edit mode to Autumn. Autumn will create two job profiles, one for open orders and one for pending status.

• @Autumn Faulkner Has the data, by next meeting, the Authority, the Order data will be populated in the Q sample env.

• ERM-SIG to help with providing data, and review the entered data and the data to be added. Kristin to reach out. @Kristin Martin - to update us on Organization, agreements, and license data in the next meeting.

• Decide to do a wiki page where we document how the FOLIO Snapshot data is built, and other relevant information for test users. @Autumn Faulkner will create a placeholder wiki page to document under https://dev.folio.org/guides/automation/#troubleshooting

Updates on working on updating Stanford's env. to Q release.

Shelley has been pulled out for work on Stanford’s upgrade to Quesnelia. She will get back and pick up the work again. Shelley has put together a wiki page to gather requirements for anonymization - https://folio-org.atlassian.net/wiki/x/BQA4K .

Shelley has pulled out all reference data. Tod mentioned that maybe Chicago could contribute with a Phyton developer too. @Lee Braginsky - Any update?

Lee will send the job add to Tod in the Slack channel.

Shelley would need to have the technical requirements written up. Will start with the document provided by Lee and his project on the POC. @Lee Braginsky - Any update?

Review timeline document

• Review: timeline document

Other topics

Any items to discuss?