Attendees

please put an 'x' next to your name in the list below the "Discussion items" if you are attending. Thanks!

Recordings

Recordings of meetings can be found in the Metadata_Management_SIG > Recordings folder on Google Drive: https://drive.google.com/drive/folders/0B7G8S7WF6N20YUM4My1oRTIxSHM

Discussion items

PC update	Former user (Deleted)	Meeting Minutes Plan for expanding QuickMARC and improving/developing integrations with OCLC WorldCat and MarcEdit. Work on MarcCat will stop.
MARC data in FOLIO	Laura E Daniels	Thanks to everyone in the community who helped pull together requirements and recommendations in December. Here's what was shared with PC
Reminders		Update calendar to extend/renew recurring meetings for 2021 (can download .ics file from main meetings page) New meeting time: 11:30-1:00 PM EST This will allow us to start doing demos and exploring workflows for implementers
Other updates, announcements		Laura is hoping to find a new SIG convener by July of 2021. Lisa McColl is also ready to relinquish minute taking duties.
Productivity Stats Proposal	Laura E Daniels Jacquie Samples Jesse Lambertson Natalie Sommerville Felicia Piscitelli (TAMU) Julia Corrice (Cornell)	Vision Tracking of statistics such as how much cataloging of a certain type an individual does on a particular date. The "Vision" statement link above leads to a "medium" term and long term solution. Essence: "We recommend a new five-part element, to be located at the bottom of the instance, holdings, and item records, that can capture the date/time, userid, and allow for the recording of a transaction type code, a location code (e.g., a unit library or a department), and a free-text note field. or other code (GDPR)" Conversation and concerns about privacy. The critical issue is the ability to track a person and time, which is something not allowed. - Rita Albrecht pointed out, which is common outside of the US. Chat: From Christie Thomas to Everyone: 12:14 PM We do not want to use 9xx! We are being forced to. From Jennifer Eustis (she/her) to Everyone: 12:17 PM We have done something similar in the past at UMass for order information since all orders had/have a bib record. From Jenn Colt (she/her) to Everyone: 12:18 PM We have similar, I thought we would just keep doing them in the marc by updating the marc to instance map From Jennifer Eustis (she/her) to Everyone: 12:18 PM We also have unusual notes for equipment which will not have a MARC srs but only records in FOLIO inventory. Some of these notes are administrative and others are for checkin info From Jesse Lambertson to Everyone: 12:18 PM Yep, Jennifer From Ann Kardos (she/her) to Everyone: 12:19 PM +1 Jennifer eustis From pratkovi to Everyone: 12:19 PM +1 Jennifer From Ann Kardos (she/her) to Everyone: 12:19 PM I forgot about those From Jenn Colt (she/her) to Everyone: 12:19 PM is versioning of this not a concern? From Ann-Marie Breaux to Everyone: 12:19 PM If there are instances that are source = FOLIO you can add whatever type of note you want to the instance From Jenn Colt (she/her) to Everyone: 12:19 PM (ie we have multiple 948( From Jesse Lambertson to Everyone: 12:20 PM Ann-Marie, that is another of our thinking steps From Ann-Marie Breaux to Everyone: 12:20 PM And if it's a check-in note, then there's a spot in the item record for that, which will cause it to display when an item is checked in From Jacquie Samples to Everyone: 12:20 PM Notes in Admin module would need to be repeatable. I forgot to put that in the vision doc. From Christie Thomas to Everyone: 12:20 PM +1 to Jenn COlt - that is our solution, but it is difficult to create a brief MARC record in FOLIO right now. From Jesse Lambertson to Everyone: 12:21 PM tis From Christie Thomas to Everyone: 12:21 PM We will need to go to OCLC and create a brief local record, export it, then import it, then add the 9xx note. From Piscitelli, Felicia A to Everyone: 12:21 PM Yes, repeatability would be good From Jenn Colt (she/her) to Everyone: 12:21 PM ick From Charlotte Whitt to Everyone: 12:21 PM Just drafted this feature: UXPROD-2863 Productivity Statistics in Inventory From Jesse Lambertson to Everyone: 12:21 PM thanks Charlotte From Jacquie Samples to Everyone: 12:22 PM Thanks for being so speedy, Charlotte! From Piscitelli, Felicia A to Everyone: 12:22 PM Thank you, Charlotte From Christie Thomas to Everyone: 12:23 PM Custom fields would work for us as long as we could search for them in LDP From Jessica Janecki to Everyone: 12:23 PM I thought custom fields were searchable in query searc. Query search is in FOLIO. From Jennifer Eustis (she/her) to Everyone: 12:24 PM +1 to Christie's comment. If we can find it in LDP, then we could also get total counts on the transactions or what ever the field is containing this info From Jacquie Samples to Everyone: 12:25 PM For troubleshooting, searching custom fields from within FOLIO is preferred. For reporting and potential batch updates, then finding via LDP is preferred. *by me at Duke. From Joshua Barton to Everyone: 12:25 PM Sorry: what is LDP? From Laura Daniels (she\|her) to Everyone: 12:26 PM library data platform From Jesse Lambertson to Everyone: 12:26 PM + (ad infinitum) :) From Ann Kardos (she/her) to Everyone: 12:26 PM I’m good with LDP From Laura Daniels (she\|her) to Everyone: 12:26 PM it's the reporting tool being developed w/in the FOLIO community From Ann Kardos (she/her) to Everyone: 12:26 PM ++++++ from me too I would prefer to run searches in a reporting tool rather than inventory From Jenn Colt (she/her) to Everyone: 12:26 PM doing it in ldp would be pretty parallel to our productivity statistics reports that we do monthly From Ann Kardos (she/her) to Everyone: 12:27 PM Well, the search in inventory needs to be better From Jesse Lambertson to Everyone: 12:27 PM very helpful everyone From Jacquie Samples to Everyone: 12:27 PM +1 Ann From Charlotte Whitt to Everyone: 12:29 PM + Ann — hopefully the Elastic Search tool can be the strong replace of the current solution From Jesse Lambertson to Everyone: 12:31 PM this is a great point yea, consistency is important From Jacquie Samples to Everyone: 12:34 PM App Interaction SIG would be a place to go, too, I believe. From Jennifer Eustis (she/her) to Everyone: 12:39 PM Being able to filter is a nice feature From Charlotte Whitt to Everyone: 12:39 PM (y) From Jennifer Eustis (she/her) to Everyone: 12:40 PM It would be great to have the Name of the supplementary properties in the Settings so that people could add their own local ones From Jacquie Samples to Everyone: 12:41 PM Could this type of function be added to the Admin accordion for Instances? This seems like a good place for this type of data to land. From Felix Hemme (ZBW) to Everyone: 12:41 PM A library could decide to display the public note in the patron facing Discovery System. From Jenn Colt (she/her) to Everyone: 12:41 PM we use this to display ToU in the public catalog and it obeys the visibility setting From Felix Hemme (ZBW) to Everyone: 12:41 PM Thanks Martina! From Jackie Gottlieb to Everyone: 12:42 PM Elastic Search has been identified as the way we will be able to search/index custom fields: DEBT-18 - Getting issue details... STATUS Falcon is the team that is working this for R1. It was documented that Magda Zacharska - new PO for implementation of Elastic Search. That is the most current update I can find. From Jenn Colt (she/her) to Everyone: 12:47 PM it would be good to have them united, the backend of the erm ref data settings and how they handle uuids is a little wonky having the addresses in the tenant settings is one of these imo From Martina Schildt to Everyone: 12:48 PM Supplementary properties are CRUDable in settings. From Jenn Colt (she/her) to Everyone: 12:48 PM yes
Documentation/Training resources planning	Laura E Daniels	Need to coordinate efforts so we can have instructions for our local institutions as well as the ability to share them with others. Approaches? Areas of interest? Please reach out to Laura. Charlotte suggested using docs.folio.org Video vs. written documentation? Charlotte suggested gathering all MM SIG videos into one document to see what we have already.
UI only update	Charlotte Whitt	Feed back on UIIN-372
Future MM meetings (ongoing)		Add ideas here https://docs.google.com/document/d/1u1tvfVxn6i3fTImrWWCYHlh7RT5cf3_G7YgDuxKob4M/edit

present?	Name	Organization
	Aaron Trehub	Auburn
	Ann-Marie Breaux	EBSCO
	Ann Kardos	UMass Amherst
x	Charlotte Whitt	Index Data
	Christie Thomas	Chicago
	Christin Seegert	hbz
	Colin Van Alstine	Smith (FC)
	Damian Biagi
	Dennis Bridges	Stacks
	Dennis Christman	Duke University
	Douglas Chorpita	Goethe Uni Frankfurt
	Dracine Hodges	Duke University
x	Felix Hemme	ZBW
	Filip Jakobsen
	Jacquie Samples	Duke University
	Jason Kovari	Cornell
	Jenn Colt	Cornell
	Jennifer Eustis	UMass Amherst
	Jessica Janecki	Duke University
	Joshua Barton	Michigan State
	Kristen Wilson	Index Data
x	Laura Daniels (Wright)	Cornell
	Lisa Furubotten	Texas A&M
	Lisa McColl	Lehigh University
	Lisa Sjögren	Chalmers
	Lynn Whittenberger
	Magda Zacharska	EBSCO
	Martina Schildt	VZG
	Molly Driscoll	EBSCO
x	Nancy Lorimer	Stanford
	Natascha Owens	Chicago
	Niels Erik Nielsen
	Patty Wanninger	EBSCO
x	Rita Albrecht	hebis-Verbundzentrale
	Sara Colglazier	MHC/5C
	Tiziana Possemato
	Theodor Tolstoy	EBSCO
	Wayne Schneider	Index Data
x	Jesse Lambertson	University of Chicago
	Raegan Wiechert	Missouri States University

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