Meeting Minutes for 10/27/2021

Marmot Union Cataloging Committee
Wednesday, Oct 27, 2021
Minutes
 
Announcements
  • New Marmot Knowledge Base
    • New knowledge base is not up yet.
    • We are still working on organizing.
    • Lloyd is adding a detailed page on each load profile.
  • EDS file transfer
    • Brandon suggested that this could be done on a windows virtual machine
    • Hopefully this will be working by next month

FOLIO Updates

  • Kiwi bugfest is taking place now.
  • GALILEO in Georgia is doing an RFI to prepare for an RFP to host an Open Source ILS. Target date for decision is Jan 2023.
  • Stanford is hiring staff for the FOLIO project. They estimate they are a couple of years out from a migration. Stanford operates like a consortium because they have many small libraries around campus rather than one big library.
  • Reporting is very disorganized. There is LDP from Index Data, Panorama from EBSCO, LDLite, MetaDB, R, and Tableau. It seems like every implementation is developing another wheel. Every week the Reporting SIG demonstrates another way you could do reporting.
  • Developing MARC invoice loading for Lotus
    • Firm order and DDA workflows
  • Elastic Search is now the only search function in Kiwi. Some features that were working have not been set up yet in ES, so they are missing from Kiwi.
  • Optimistic Locking currently breaks QuickMARC, Remote Storage, and Data Import, so Kiwi will have Optimistic Locking turned off.
    • OL is how the system deals with the case were two people have the same record open at the same time. When the second person tries to save changes, they will not be saved, and they will get a warning that the changes were not saved.
    • Tammy asks if the second person can eventually save their record. No, the two records are incompatible. Only one can be saved because the changes may be in direct contradiction.
  • Creating an Order with a MARC load will not be ready for Lotus, hopefully Morning Glory.
  • Discussion of the workslip idea in Acquisitions SIG.
    • The acquisitions PO likes this idea. He will write up a JIRA.` 

Completed action items

Marmot Knowledge Base

Discussion Topics

  • Create Lists Naming Conventions
    • We need people to name lists more helpfully. 
      • Include personal name in the list name if you are using a shared login
    • Saved Searches, sorts, lists and exports
      • Include the library name
      • Include personal name
      • Include date
  • Create Lists Clean Up Project
    • We will get rid of any review files older than 6 months old, unless they are owned
  • Mountain West Authority Funnel
    • This will allow us to create authority records for local authors.
    • We need someone to provide an example of local authors who need authority records.
    • Nina sends an example.

Ongoing Action Items

Action

Responsible parties

Write up the new create lists naming requirements

Lloyd

Investigate a load profile that would protect local cover art 856 fields, both Pika and Midwest

Lloyd

Investigate a load profile to set the 856 field group tag to LOCAL INFO, both Pika and Midwest

Lloyd

Discuss subfield |5 for 690 genre headings in Cataloging Standards document

Lloyd

Update Cataloging Standards document to explain the problem with call number prefixes in subfield d for the old printing system and subfield f for print templates.

Lloyd

Investigate Tableau tool for finding bad dedupes

Lloyd/Brandon

Create a new itype for a dummy item that will only allow local holds for the library that creates the record, and change load profile (J) to use the new dummy item.

Brandon/Lloyd

Fix load profile (J) to use new dummy item.

Lloyd

Fix the documentation for load profile (J)

Lloyd/Tammy

Create a flowchart to describe when to use which order record loader.

Lloyd/Tammy

Investigate using |0 field to indicate record needs to go to Marcive

Lloyd

Pursue joining Mountain West NACO funnel

Lloyd

Document ways to find music with no language in list 21 language problem list.

Lloyd

Develop cataloging training materials

Tammy/Lloyd

Develop flow chart for how to use the volume field

Lloyd

Investigate a new Tableau utility for finding bad volume field use

Lloyd/Brandon

Develop documentation for Marquis macro

Lloyd/Tammy

Next Duplicates Sub-committee meeting: Nov 10, 2021
Next UCC meeting: Nov 17, 2021

 
Meeting Date: 
Wednesday, 2021, October 27
Documentation Type: 
Meeting Minutes
Committees: 
Union Catalog Committee