2025-04-08 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)

3. Data update

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. Still nothing. The changes to Federal governments - have kept everyone busy.

Sunflower will be delayed. Bugfest is extended. No dates yet.

Updates for FOLIO Snapshot

Charlotte is making progress on update of Inventory instance records (36 instance records with Source ID = FOLIO). Updating the date for cataloguing, and adding the Administrative note: Better sample data:

https://folio-quesnelia.dev.folio.org/inventory?filters=staffSuppress.false%2Csource.FOLIO&qindex=instanceAdministrativeNotes&query=better%20sample%20data&sort=title

Add 100 MARC records: Autumn has a file ready. Would like to generate order records for these upon import, but needed help determining fund and vendor codes to use.

• Instances to have holdings, or holdings/item.

• Also example on items with No barcode, On order, and regular item barcodes.

Kristin explained the vendor data.

Charlotte can do this: Ensure that these records has the right mix of misc. types, to cover the basic; incl. bound-with.

Autum: will do an analyzed record.

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

• @Autumn Faulkner raised a question on Slack about creating new MARC holdings job profiles in our environment - Autumn will check in the Data Import slack channel. No batch import function for MFHD data is available at the moment.

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. Shelley’s work is done.

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 part of the 100 MARC records.

• 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 has provided screen shots in Edit mode to Autumn. Single line orders of monographs. Chicago is not doing data import of these records.

• Autumn will create two job profiles, one for open orders and one for pending status. We can loop in Christie Thomas as needed.

Coming up next:

• 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. Kristin is on the agenda for the 4/30 in the ERM SIG, to talk about this work we are doing in the working group.

• 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 has started a google doc to keep track on the changes we have done.

• Will talk about setting up a wiki page to document - at next meeting.

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

Lee Braginsky: Good news on Data Anonymization front: Stanford Univ is going to field a team of developers under @Shelley Doljack’s leadership to work on the project. Will meet next week 4/14/2025. Lee is planning to present at the Community Council in May?

Shelley has put together a wiki page to gather requirements for anonymization - https://folio-org.atlassian.net/wiki/x/BQA4K .

Review timeline document

• Review: timeline document

Other topics

Any items to discuss?