2018-04-12 Metadata Management Meeting Notes

Date

Attendees

Goals

Discussion items

ItemWhoNotes
Product Council Update
  • OLE 2019 Summer Cohorts group - Tomorrow is the deadline for letting Holly Mistlebauer know if you are interested in joining the cohort. This will be the first group to think about implementation and activities that go with that.
  • WolfCon Agenda - Details being worked out.
  • Still trying to identify a Product Owner for the Reporting SIG.
  • Software Quality Assurance proposal for a position was discussed.
Group & Subgroup updates

Laura E Daniels - There is an Acquisitions Forum coming up, on April 18. There may be a June 13 FOLIO Forum meeting for the MM SIG. Please let Laura know if you would like to participate in the forum and that date does not work for you.

Ann-Marie Breaux (Deactivated) -

  • No update for Batch Loader subgroup. Her goal is to schedule the first meeting for the end of next week/beginning of following week.
  • Tags subgroup - Phase 1 has gone to developers. Their work will be discussed next week.

Felix Hemme - Analytics/Bound-withs subgroup. Chalmers, University of Chicago, Index Data participate in this first meeting. Aim was to find out how different institutions link/correlation different records in current library systems. Spoke of creating associations between Instances to Holdings to Items linking as well.


Announcements
Lynn W. can't convene next week's (4/19) meeting - any volunteers?
Review of MM SIG WOLFcon topics

WOLFcon website: http://wolf-con.org/

  • Charlotte showed a draft version of the agenda.
    • Monday - General Program
    • Tuesday - Analytics and Bound-with ; RM Workshop will cover some MM topics on Tuesday, for example WeCat and FOLIO ;
    • Wednesday - Resource Types, Format, Material types ; Also, Item Status
    • Thursday - 10:30 - Migration of catalog data to inventory - Chicago's mapping.
    • Friday - Index Data full day program.

MM-SIG related sessions: https://docs.google.com/spreadsheets/d/1CZgmxBg46K-xX-3vcTct_CMxSpHhNBnQGmyKSrCNyUM/edit#gid=354769327


Full List: https://docs.google.com/spreadsheets/d/17JmVl-XUaALDYtyqEzPGGYyHAbH8JQM63XPdl9ZxKFU/edit#gid=0

Revisit of Resource/Format subgroup recommendations & open questions

Resource/Format working group (joint MM and RA SIG working group)

Recommendations (all) includes item/material type sheet

  • How much need is there for local customization for material types?
  • If you have a list of material types, please add to the spreadsheet
  • Charlotte - How should lists of material types look in the setting page? Filip would like feedback from this group.
  • Objections to current proposal to have resource type and format type built off of RDA current vocabulary? Dracine stated that it is important that we can use local vocabularies, but base them in the standards. Felix said their legacy data does not necessarily contain the RDA content type.
  • Filip discussed license terms with another group. There is value in using standard language. To resolve this - to keep the standard - but allow for local customs a field could be provided to describe what should be in a particular field. Christie Thomas stated that Chicago differentiates between the loan rule and the material type. These should be distinguished. Other vocabularies may need to be used in the future. Should a column for "source" be added? (Laura Wright suggetion.) Everyone agreed that was a good idea, both for material types and formats.
  • Add local material type and formats can be added to this spreadsheet.

  • Charlotte (comment added to the meeting notes):

Follow up on the talk about loan rules in FOLIO. Here link to the Session summary at the Madrid meeting (January, 2018) - https://docs.google.com/document/d/1YlEb5rHnowNSzBRdezdwPwmuZ_ps20s2cgfdj8fKZ_4/edit

    • Loan rules are determed by following properties:
      • Loan Type

      • Location

      • Material Type

      • Patron Group

      • Collection (Collections can be cross-library and can be a grouping of items that is independent of physical location)


RDA mode of issuance (RDA registry)

Lisa (TAMU, via chat) -

"I think those are good, with the 'other' for emergencies. yes!!! because we have the package and membership records, etc. Or what if you have a collection from the archives on a collection level record? But, I like the idea of 'package' because I don't really want to waste time thinking what it is. I just need some place to pay for a bundle of items."

Important to distinguish "Mode of Issuance". Four identified:

  1. Discreet Single
  2. Discreet Multi
  3. Continuing Multi
  4. Continuing Integrating
  5. Collection (while this may not technically be a "mode of issuance", it is not harmful to have it here, and may be useful)
  6. Other

Lisa (TAMU, via chat)

"Why "discrete" of just saying monograph and multipart? What about 'serial' component part', incase someone catalogs an article? And Monographic component part, which are also in the MARC standard in bib level?"





  • Next week Christie and/or Anne-Marie will talk about tags
  • Charlotte is talking with Kimie Ou Yang about coming to the next meeting as well.

Action items

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