Metadata Record Export Subgroup

JIRA Epic: UXPROD-652 - Getting issue details... STATUS

The Metadata Record Export subgroup will work on defining requirements for FOLIO implementation of exporting metadata (bib, holding records and authority records) from Inventory and SRS modules. Acquisition and User data is outside the scope of this subgroup.

Subgroup Members:

Name	Organization	Time Zone	Title	Notes
Ann-Marie Breaux (Deactivated)	EBSCO	EST	VP, Product Management	Data Import subgroup convener & PO
Christie Thomas	University of Chicago	CST	Head, Data Management Services
Charlotte Whitt	Index Data	CET	Senior Analyst. Product owner	PO for Inventory. Implementation analyst.
Dennis Christman	Duke	EST
Felix Hemme	ZBW, Kiel	CEST	Metadata Librarian
Jenn Colt	Cornell	EST	Metadata Operations Librarian
Jennifer Eustis	UMass Amherst	EST	Metadata Librarian
Laura E Daniels	Cornell	EST	Assistant Director, Metadata Production	Convener for the Metadata Management SIG
Magda Zacharska	EBSCO	EST	Product Owner
Martina Schildt	VZG, Göttingen	CEST		Acquisitions, cataloging, ERM
Sara Colglazier	Mount Holyoke College (Five Colleges)	EST		ERM & Discovery Services (but also cataloging and acq for e & print subs & standing orders, batch record loading)

Topics/possible requirements:

	Topic	Notes	Submitted by	Affiliation
1	Export MARC-XML	Jennifer Eustis: Could you clarify? After export, do you want to keep MARC bibs in FOLIO, or create the MARC bib on the fly, export, and then discard? Thanks, A-M. Unfortunately I didn't get any explanation on this. I think it might be just a format for a particular person in the Five Colleges who prefers to work with xml rather than the binary.	Jennifer Eustis	5 Colleges
2	Export Holdings records in MARC21	This is for local holdings records (LHRs) to be uploaded to OCLC. At UMass Amherst, we use it to reflect what we have for those records with a 866 in the holdings record. For UMass, it wouldn't be necessary to keep these MARC holdings records. We just need to export the data as MARC to generate a file that can be exported and downloaded. This file is then uploaded to OCLC's Collection Manager to a data sync collection. Generally we do keep these files "just in case" on a local server. These files are not keep in our ILS in any way. Jennifer Eustis Good point, and highlights another requirement - store a copy of the exported file (though not in Source Record Storage or linkedup to the Instance holdings info)	Jennifer Eustis	UMass Amherst
3	Export a list of OCLC numbers	The Five Colleges will have 5 OCLC symbols. To keep OCLC holdings in check, institutions need a way to create a set where you search for active (ie not suppressed) bib records (would this be inventory now?) which have active holdings that belong to that institution. For instance, for UMass I need to export the OCLC number from the bib record where those bib records are active and have holdings for UMass and are active.	Jennifer Eustis	5 Colleges
4	Export bib records	The Five Colleges will need to be able to export bib records based on several key factors in both holdings and item records. As we are merging a percentage of our bib records, the criteria for export will sometimes be based on holdings and/or items. For instance, Smith needs the bib records for their text book collection - search for bib records that are active and where active holdings are for Smith and the textbook collection.	Jennifer Eustis	5 Colleges