Inventory Metadata Elements (alpha)
- Kathryn Harnish
- Charlotte Whitt
- Cheryl Malmborg
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 | |||
|---|---|---|---|
| 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 | |||
|---|---|---|---|
| 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 | ||
|---|---|---|
| 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 |