Inventory Metadata Elements (alpha)

Inventory Metadata Elements (alpha)

The inventory is where bibliographic records, as well as associated holdings and item records, are stored.

Full support for MARC bibliographic record creation and editing will be provided through a separate app for the initial FOLIO release.  While the Bib/Item UI is intended to support brief/on-the-fly record creation via the use of a templated input form, staff members will be required to use the full MARC editor app to enter/edit some metadata.

Note that the "Proposed Mapping from MARC" field is meant to be illustrative rather than prescriptive; we expect that libraries may elect custom mappings for some or all fields.

 

Bib Metadata for Inventory

Bib Metadata for Inventory

Element Name

Details

Proposed Mapping from MARC

Comments

FOLIO ID

System-assigned, non-repeatable, read-only, maps to instance-id in Codex

N/A

 

Metadata Source

System-assigned, non-repeatable, read-only, maps to instance-source in Codex

N/A

 

Resource Title

Text, non-repeatable, maps to instance-title in Codex

245 $a,b,c,f,g,h,k,n,p,s

Differentiate between title statement and uniform title in UI display

Alternative Title

Text, repeatable, maps to instance-altTitle in Codex

246 $a,b,f,g,h,n,p

247 $a,b,f,g,h,n,p

240 $a,d,f,g,k,l,m,n,o,p,r,s

130 $a,d,f,g,h,k,l,m,n,o,p,r,s,t

Differentiate between varying form of title, former title, and uniform title in UI display

Edition

Text, non-repeatable, maps to instance-version in Codex

250 $a,b

 

Series Statement

Text, repeatable, maps to instance-series in Codex

490 $a,v

830 $a,d,f,g,h,k,l,m,n,o,p,r,s,t,v

 

Resource Identifier

Text, repeatable, maps to instance-identifier-value

001

010 $a,z

020 $a,z

022 $a,y,z

024 $a,z

027 $a,z

028 $a,b

030 $a,z

035 $a,z

074 $a,z

Locally-defined fields

 

Resource Identifier Type

Select, repeatable, maps to instance-identifier-type

 

Values to include ISBN, ISSN, Standard Technical Report number, Publisher Number, CODEN, Control Number (001), GPO Item Number, LCCN, System Control Number, Other Standard Identifier, and locally-defined identifiers

 

Differentiate between types in UI display

 Creator

Text, repeatable, maps to instance-creator

100 $a,b,c,d,e,f,g,k,l,n,p,q,t,u

110 $a,b,c,d,e,f,g,k,l,n,p,t,u

111 $a,b,c,d,e,f,g,k,l,n,p,q,t,u

Differentiate between personal name, corporate name, and meeting name

Ideally will link to appropriate name authority file for record creation

Contributor

Text, repeatable, maps to instance-contributor

700 $a,b,c,d,e,f,g,h,k,l,m,n,o,p,q,r,s,t,u

710 $a,b,c,d,e,f,g,h,k,l,m,n,o,p,r,s,t,u

711 $a,b,c,d,e,f,g,h,k,l,n,p,q,s,t,u

720 $a,d,f,g,h,k,l,m,n,o,p,r,s,t,x

Distinguish relationship based on $e, $j, and/or $4

Ideally will link to appropriate name authority file for record creation

Subject Headings

Text, repeatable, not included in Codex

600, 610, 611, 630, 648, 650, 651, 653, 654, 655, 656, 657, 658, 662, 690, 691, 695, 696, 697, 698, 699

Ideally will link to appropriate subject authority file for record creation

 Publisher

Text, repeatable, maps to instance-publisher in Codex

260 $b

264 $b

 

Place of Publication

Text, repeatable, not included in Codex

260 $a

264 $a

 

Publication Date

Text, repeatable, maps to instance-date in Codex

008/07-14

 

URL

Text, repeatable, not included in Codex

856 $u

Display 856|u when present UNLESS data from KB is provided

Resource Type

Select, non-repeatable, maps to instance-type in Codex

Mappings to be determined

 

Format

Select, non-repeatable, maps to instance-format in Codex

007

 

Physical Description

Text, repeatable, not included in Codex

300 $a,b,c,e,f,g

 

Language

Select, repeatable, maps to instance-langugage in Codex

008/35-37

 

Notes

Text, repeatable, not included in Codex

500, 501, 502, 505, 505, 506, 507, 508, 510, 511, 513, 514, 515, 516, 518, 520, 521, 522, 524, 525, 526, 530, 533, 534, 535, 536, 538, 540, 541, 542, 544, 545, 546, 547, 550, 552, 555, 556, 561, 562, 563, 565, 567, 580, 581, 583, 584, 585, 586, 588, 59X

Display 500,505, 583, 59X fields in Bib/Item UI, perhaps with indicator showing that other note fields exist?

Date Added to FOLIO

System-assigned, non-repeatable, read-only, maps to instance-lastModified in Codex

 

 

Suppress from Discovery

Y/N flag, non-repeatable, not included in Codex

 

Denotes a bibliographic record that should not be displayed in the discovery interface

Suppress from Staff View

Y/N flag, non-repeatable, not included in Codex

 

Denotes a bibliographic record that should not be displayed in staff interfaces UNLESS a "show all" option is selected

Previously Held

Checkbox, non-repeatable, not included in Codex

 

Indicates that a resource was previously held but deaccessioned; critical for determining Hathi Trust rights and similar

 

In the inventory, the MARC bib-holdings-item structure will be utilized; in contrast, the Codex "flattens" the holdings and item data for a given item into a single entity.  For data entry and display purposes, however, the UI may present both the holdings record and associated item records in a single display.

 

Holdings Metadata for Inventory

Holdings Metadata for Inventory

Element Name

Details

Proposed Mapping from MARC

Comments

Location

Text or select, non-repeatable, maps to location object in Codex

852 $b

Further discussion required to determine how to align the MFHD location to the location "hierarchy", which has more complexity

Call Number

Text, non-repeatable, maps to location object in Codex

852 $h,i (indicators specify scheme)

 

Holdings Statement

Text, repeatable, maps to coverage object in Codex

853/863 pattern and enum/chron paired fields for basic bibliographic unit

854/864 pattern and enum/chron paired fields for supplements

855/865 pattern and enum/chron paired fields for indexes

866 summary holdings

UI will need to accommodate entry mechanism for paired field data

UI will need to provide a way of collapsing and expanding lengthy holdings statements

Suppress from Discovery

Y/N flag, non-repeatable, not included in Codex

 

Denotes a holdings record that should not be displayed in the discovery interface

 

Item data is proprietary – i.e., does not conform to a specified standard.

Item Metadata for Inventory

Item Metadata for Inventory

Element Name

Details

Comments

Temporary Location

Select, non-repeatable, maps to location object in Codex

 Besides temporary location, items need temporary loan type.

For example, the loan type of an item on course reserve typically has a shorter loan period. Each reserve location has several possible loan periods.  The permanent loan type needs to be saved so that it can be used when the item is taken off reserve.

Item Barcode

Text, repeatable with a single active barcode, maps to item-barcode in Codex

 

Enumeration

Text, non-repeatable, maps to coverage object in Codex

E.g., v. 3

Chronology

Text, non-repeatable, maps to coverage object in Codex

E.g., 2012

Piece Identifier

Text, repeatable, maps to item-copyNumber in Codex

May be used for copy number or other identifier that distinguishes one item from another

Number of Pieces

Text, non-repeatable, not included in Codex

Used when an item is returned to ensure that all parts (e.g., 7 CDs in a set) are present

Item Note

Text, repeatable, not included in Codex

E.g., signed by author

Loan Type

Select, non-repeatable, not included in Codex

Used to determine circulation privileges

Also need a temporary loan type.  See comments for Temporary location

Item Status

Select or system-applied, repeatable, maps to item-itemStatus in Codex

Some statuses can be applied only through a system action (e.g., checked out, on hold), while others can be manually applied. Multiple statuses can apply – e.g., an item can be both checked out and damaged at the same time.

Suppress from Discovery

Y/N flag, non-repeatable, not included in Codex

Denotes an item record that should not be displayed in the discovery interface