2021-03-05 Resource Management SIG Notes

2021-03-05 Resource Management SIG Notes

Attendees

  • @Kristin Martin

  • @Jesse Lambertson

  • @Dwayne Swigert

  • @Lisa Maybury

  • @Paul Trumble

  • @lmwillia

  • @Sarah Dennis

  • @Nancy Pelis

  • @Dennis Bridges

  • @Julie Brannon (old account)

  • Robert Scheier

  • @Ann Crowley

  • Nancy Finn

  • @Peter Sbrzesny

  • @Virginia Martin

  • Jose Alexander

  • @Sabrina Bayer

  • @Heather Thoele

  • @Michael Arthur

  • @Kathleen Norton

  • @Monica Arnold

  • Joanna Cerro

  • @Jay Campbell

  • @Kathleen Berry

  • @Sara Colglazier

Discussion items

Minute taker

@Jesse Lambertson



@Kristin Martin

  • Voting for Community council: open to all registered wiki/slack users

  • WolfCon (June 1-3)

  • Roadmap being tweaked to be for adaptable to the future

  • Possible new ranking process coming

    • not sure about rollout or timeframe



https://folio-org.atlassian.net/browse/UXPROD-2373Allow for the display of piece information on Holding records in inventory

@Dennis Bridges search

  • Display of Piece Info on Holding records (in Inventory)

  • https://folio-org.atlassian.net/browse/UXPROD-2373

  • example focused on enumeration and chronology

  • There is a 'display on holdings' toggle in the receiving are

  • also a 'suppress from discovery'

  • can choose a location selection to pick a new holding for a piece if needs be

  • from chat (Will there be a default holdings to which the PO is attached? )

  • Possible conflict about 2 features about displaying holdings in receiving

  • from chat (Question: to clarify what I am seeing: Should we be putting Volume 1 rather than just 1 in the Enumeration field? )

  • Setting up a default for receive locations for a title

    • Maybe should expose the location in the POL in receiving if that default needed to be chaned

  • from chat (Virginia, it is tentatively given a location, but made 'official' by the cataloger? local workflow?  // Answer: yes, and it's just info that resides on the order and we ignore forever after (at Duke))

  • Some have started using subscriptions records because it allows some ease of use in some things (In Aleph)

  • There is a publication pattern functionality as part of this process

  • From chat (What’s the purpose of the Enumeration field? )

  • Enumeration data can point to the item level (important for the public)

  • helpful to the machine

  • What about keeping the caption field, but adding the enumeration and chronology fields?

  • So, in inventory, enumeration and chronology can be seen in the receiving history

  • from chat (Owen S) (I think MARC holdings supports 6 levels of enumeration and four levels of chronology )

  • say: season, year on chronology side / volume, issue on the enumeration side (4 pieces of side that relate to the item in a serial holdings record)

  • from chat (The MARC approach is complex (natch) but it’s designed to allow for a lot of real world variance )

  • from chat (in 855 MARC use the following subfields: Subfield Codes Enumeration caption: $a - First level of enumeration (NR) $b - Second level of enumeration (NR) $c - Third level of enumeration (NR) $d - Fourth level of enumeration (NR) $e - Fifth level of enumeration (NR) $f - Sixth level of enumeration (NR) $g - Alternative numbering scheme, first level of enumeration (NR) $h - Alternative numbering scheme, second level of enumeration (NR) Chronology caption: $i - First level of chronology (NR) $j - Second level of chronology (NR) $k - Third level of chronology (NR) $l - Fourth level of chronology (NR) $m - Alternative numbering scheme, chronology (NR) )

  • Question from chat (Why not follow the MARC standard? )

  • from chat (I think that there has been some debate or back and forth on the MM SIG about supporting MARC holdings in FOLIO / not sure where that landed)

  • from chat (this is a good example: 853 22$81$av.$bno.$u4$vr$i(year)$j(season)$wq$x22 863 41$81.1$a3$b1$i1944$j22 )

  • from chat (I think MARC is a good source for understanding the complexity - I just don’t know if we want to just tie our implementation to MARC )

  • from chat (at this point I am hoping to just better understand what those fields mean and do ... as in FOLIO / What is Enum, what is Chron, what is Volume on the Item screen ... and what do they do )

  • from chat (the problem is the editors who sometimes use volume, other times numbering, whatever they want to invent as numeric and chronological )

  • We want to make sure that info captured in receiving in represented in Inventory

  • Dennis will work on one more update to the piece layout

  • By default, the FOLIO displays in discovery at receipt (and is not suppressed)

  • Also, displaying in receiving history accordion on the holdings record

  • Dennis says to add comments on the wikipage or on the JIRA issue noted in the left column

  • from chat (We would not create item records in Inventory for issues that are received as parts in Receiving, but have items for the bound volume) (Same for UChicago)

  • need some way to browse the received items

  • can search receiving for titles and see those items received associated

  • Please rank feature: UXPROD2893

  • ##

  • Question: How to get a history of what is received?

    • esp as related to cat seps?

    • being paid for on a continuation record

    • how to think about a 'container' record

Receive all on approval on invoice

@Dennis Bridges

  • next week

https://folio-org.atlassian.net/browse/UXPROD-2893Print/save order and order lines as PDF

@Dennis Bridges



Action items