2017-10-27 RM Meeting notes

2017-10-27 RM Meeting notes

Date

Oct 27, 2017

Attendees

  • @Kristin Martin

  • @Michael Winkler

  • @Khalilah Gambrell

  • @Peter McCracken

  • @Sebastian Weigel

  • @Steven Brown

  • @Ann-Marie Breaux (Deactivated)

  • @Bethany Greene (Deactivated)

  • Ann Crowley

  • @Martina Tumulla

  • @Dennis Bridges

  • @Kristen Wilson

  • @Kirstin Kemner-Heek

  • @Lynn Bailey

  • @Charlotte Whitt

Discussion items

Item

Who

Notes

Item

Who

Notes

Minute taker?

@Kristen Wilson

 

Updates:

  • ERM: where does it fit in

  • Library of Congress meeting

@Kristin Martin

  • @Michael Winkler is still pursuing the discussion about the role of ERM in FOLIO.

  • @Kirstin Kemner-Heek is taking over @Maria Grzeschniok's spot on the RM SIG.

  • A group from FOLIO visited the Library of Congress to talk about the project

    • Visitors included Kristin Martin, Lynn Bailey, Sebastian Hammer, Peter Murray, Sharon Wiles-Young, Dean Krafft, Harry Kaplanian, and Christopher Spalding.

    • Kristin led a session about Resource Management and Sebastian talked about the Codex.

    • LC is very interested in licensing support, both for e-resources licenses and donor stipulations, as well as management of special collections materials

    • They are also interested in products that will scale up to support their collection, which includes hundreds of millions of items

    • It's possible we'll see some LC people looking in on SIG meetings in the near future.

 E-holdings App

https://folio.frontside.io/

@Khalilah Gambrell

E-Holdings App Group

 Khalilah reviewed the charge and activities of the E-Holdings group

  • Members include Bethany Greene, Kristen Wilson, Steve Brown, Peter McCracken

  • The group's first meeting took place Oct. 11. It included intros, objectives, and a review of the current state of the dev build.

  • Going forward the group will meet every two weeks.

  • Completion date is now scheduled for late November due to delays related to OKAPI 2.0.

  • The group's objectives include:

    • Providing feedback

    • Validating requirements

    • Participating in user acceptance testing

    • Discussing additional feature and enhancements

Khalilah also provided a demo of the current app

  • The demo site can be found at http://folio.frontside.io/

  • Username/pw is admin/admin

  • Current functionality includes searching for resources, viewing results and records, and selecting titles for the local colleciton

Questions and discussion

  • What is the point of this app?

    • The e-holdings app brings KB data directly into FOLIO and allows it to be viewed and edited in the FOLIO environment

    • It also brings the data into FOLIO, allowing it to be used throughout the system

    • The data is actually more important than the app, as the goal is to eventually integrate that data into apps throughout FOLIO

    • By bringing KB data into FOLIO, we hope to provide a centralized point of management

    • Many of the integrations and workflows that will use this app are still TBD.

    • Possible integrations include relationships with acquisitions data, licenses, usage data, admin and contract info, and bib records

    • There will also be a tie in with the Codex.

    • Oliver's simplified explanation is that the Codex is the the great leveler and normalizer across different data sources – it's a way to join things together

  • How will bib records intersect with KB data?

    • The Codex may provide a way to map a KB or inventory item to a work level; bib records would also be associated with a work

    • We know from experiences with OCLC that matching bib and KB data is very challenging

    • To support this work, we will need to use automation, but be conservative so that bad matches are not made

  • Is there a danger in recreating the KB interfaces and functionality within FOLIO?

    • Peter raised the concern that duplicating the effort of knowledge base work within FOLIO might not be the best use of resources

    • Would it be better to focus on the data, and have people use the native KB for editing?

    • This is an area that the e-holdings group will need to look into more deeply

  • Will the e-holdings app work with KB's other than EBSCO's KB?

    • The goal is that it will

    • The APIs are being built in a way that others should be able to use them as a starting point; they are also public

    • There was some concern that nothing is happening now to ensure that the APIs will work for a variety of KBs or test functionality with non-EBSCO KBs

    • This is another topic for the e-holdings group to think about

Action items