Inventory Metadata Elements (beta) - draft
- Charlotte Whitt
The inventory is where bibliographic records, as well as associated holdings and item records, are stored. For the FOLIO alpha release the initial defined metadata elements were implemented. FOLIO beta release will include elements identified by the Metadata Management SIG, and elements identified by e.g. the Data Migration Subgroup, Reporting SIG.
Inventory consist of four entities:
Full support for MARC bibliographic record creation and editing will be provided through a separate MARC cataloguing app (MARCcat) for the initial FOLIO release. While the CRUD (Create, Read, Update, Delete) of Instance/Holdings/Items in Inventory UI is intended to support brief/on-the-fly record creation in the FOLIO specific format, and via e.g. the Order app using the templated input form. Cataloguing staff maintaining records in MARC21 will be required to use the MARC cataloguing editor MARCcat to enter/edit bibliographic records in MARC format.
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.
| Instances - Bibliographic Metadata for Inventory | ||||
|---|---|---|---|---|
| Element Name | Details | Status UI | Proposed Mapping from MARC | Comments |
| Instance ID | System-assigned, non-repeatable, read-only, maps to instance-id in Codex | ✓ | N/A | Using the UUID type 4. MM-SIG, Data Migration Subgroup and others have requested a 'human readable' Instance id. |
| 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 | |
| Contributor | Text, repeatable, maps to instance-contributor | ✓ | 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 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 | Differentiate between personal name, corporate name, and meeting name Distinguish relationship based the MARC Code List for Relators 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 |
| Classification | Text, repeatable, not included in Codex | ✓ | ||
| Classification identifier type | Text, repeatable, not included in Codex | ✓ | ||
| 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 | ✓ | - | The MM-SIG has requested this to be a repeatable field. Will use the RDA Content standard |
| Format | Select, non-repeatable, maps to instance-format in Codex | ✓ | 007 | Will use the RDA Carrier standard |
| 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 | ✓ | ||
| Record created by (user) | System-assigned, non-repeatable, read-only, maps to instance-lastModified in Codex | ✓ | ||
| Record date updated | System-assigned, non-repeatable, read-only, maps to instance-lastModified in Codex | ✓ | ||
| Record updated by (user) | 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 | Status UI | Proposed Mapping from MARC | Comments |
| Holdings ID | System-assigned, non-repeatable, read-only, maps to holdings-id in Codex | ✓ | Using the UUID type 4. MM-SIG, Data Migration Subgroup and others have requested a 'human readable' Holdings id. | |
| Holdings permanent location | Text or select, non-repeatable, maps to location object in Codex | ✓ | 852 $b | The permanent shelving location in which an item resides; typically, this is the lowest-level of the location hierarcy -- e.g., Reference, Main Stacks, etc. |
| Holdings temporary location | Text or select, non-repeatable, maps to location object in Codex | |||
| 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.
| Items Metadata for Inventory | |||
|---|---|---|---|
| Element Name | Details | Status UI | Comments |
| Item ID | System-assigned, non-repeatable, read-only, maps to item-id in Codex | ✓ | Using the UUID type 4. MM-SIG, Data Migration Subgroup and others have requested a 'human readable' Item id. |
| Item barcode | Text, repeatable with a single active barcode, maps to item-barcode in Codex | ✓ | |
| Item permanent location | Select, non-repeatable, maps to location object in Codex | ||
| Item 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. |
| Permanent loantype | |||
| Temporary loantype | |||
| 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 | |
The Package represents a container of either Instances and/or Items. As such it provides the ability to group these together for any number of reasons.
| Packages Metadata for Inventory | |||
|---|---|---|---|
| Element Name | Details | Status UI | Comments |
| Package ID | System-assigned, non-repeatable, read-only, maps to package-id in Codex | Using the UUID type 4. MM-SIG, Data Migration Subgroup and others have requested a 'human readable' Package id. | |
| Package identifier | Text, maps to packageId in Codex | An external identifier used to track the Package (e.g. a barcode) | |
| Package name | Text, maps to packageName in Codex | A name (or label) associated with the Package | |
| Package description | Text, maps to packageDescription in Codex | A free-form description of the Package | |
| Package type | Text, maps to packageType in Codex | The type of package - what sort of collection does it represent. (e.g. DVD box set; bound with; archival cardboard box; etc..) | |
| Vendor id | Text, maps to vendorId in Codex | Link to vendor object associated with this resource (could be in another domain) | |
| Vendor | Text, maps to packageVendor in Codex | Name of vendor for display purposes | |
| Platform | Text, maps to packagePlatform in Codex | Platform hosting the e-resource. | |
| Items | Array | Array containing Instance or Item objects | |
| Item count | Number, maps to item-copyNumber in Codex | Number of items found in the itemsArray | |
| Selected count | Number, maps to selectedCount in Codex | Number of items in the ItemsArray that are selected ("are held"). Mostly relevant for e-resources | |
| Package coverage | Object | Coverage object for the package itself, rather than its contents. See Content object | |
| Is selected | Boolean, maps to isSelected in Codex | Selection state ("is it held?") of the package itself, rather than its contents. Mostly relevant for e-resources | |
| 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 | |