2017-10-27 RM Meeting notes

Date

Attendees

Discussion items

ItemWhoNotes
Minute taker?Kristen Wilson

Updates:

  • ERM: where does it fit in
  • Library of Congress meeting
  • Michael Winkler is still pursuing the discussion about the role of ERM in FOLIO.
  • Kirstin Kemner-Heek is taking over Maria Grzeschniok's spot on the RM SIG.
  • A group from FOLIO visited the Library of Congress to talk about the project
    • Visitors included Kristin Martin, Lynn Bailey, Sebastian Hammer, Peter Murray, Sharon Wiles-Young, Dean Krafft, Harry Kaplanian, and Christopher Spalding.
    • Kristin led a session about Resource Management and Sebastian talked about the Codex.
    • LC is very interested in licensing support, both for e-resources licenses and donor stipulations, as well as management of special collections materials
    • They are also interested in products that will scale up to support their collection, which includes hundreds of millions of items
    • It's possible we'll see some LC people looking in on SIG meetings in the near future.

 E-holdings App

https://folio.frontside.io/

Khalilah Gambrell

E-Holdings App Group

 Khalilah reviewed the charge and activities of the E-Holdings group

  • Members include Bethany Greene, Kristen Wilson, Steve Brown, Peter McCracken
  • The group's first meeting took place Oct. 11. It included intros, objectives, and a review of the current state of the dev build.
  • Going forward the group will meet every two weeks.
  • Completion date is now scheduled for late November due to delays related to OKAPI 2.0.
  • The group's objectives include:
    • Providing feedback
    • Validating requirements
    • Participating in user acceptance testing
    • Discussing additional feature and enhancements

Khalilah also provided a demo of the current app

  • The demo site can be found at http://folio.frontside.io/
  • Username/pw is admin/admin
  • Current functionality includes searching for resources, viewing results and records, and selecting titles for the local colleciton

Questions and discussion

  • What is the point of this app?
    • The e-holdings app brings KB data directly into FOLIO and allows it to be viewed and edited in the FOLIO environment
    • It also brings the data into FOLIO, allowing it to be used throughout the system
    • The data is actually more important than the app, as the goal is to eventually integrate that data into apps throughout FOLIO
    • By bringing KB data into FOLIO, we hope to provide a centralized point of management
    • Many of the integrations and workflows that will use this app are still TBD.
    • Possible integrations include relationships with acquisitions data, licenses, usage data, admin and contract info, and bib records
    • There will also be a tie in with the Codex.
    • Oliver's simplified explanation is that the Codex is the the great leveler and normalizer across different data sources – it's a way to join things together
  • How will bib records intersect with KB data?
    • The Codex may provide a way to map a KB or inventory item to a work level; bib records would also be associated with a work
    • We know from experiences with OCLC that matching bib and KB data is very challenging
    • To support this work, we will need to use automation, but be conservative so that bad matches are not made
  • Is there a danger in recreating the KB interfaces and functionality within FOLIO?
    • Peter raised the concern that duplicating the effort of knowledge base work within FOLIO might not be the best use of resources
    • Would it be better to focus on the data, and have people use the native KB for editing?
    • This is an area that the e-holdings group will need to look into more deeply
  • Will the e-holdings app work with KB's other than EBSCO's KB?
    • The goal is that it will
    • The APIs are being built in a way that others should be able to use them as a starting point; they are also public
    • There was some concern that nothing is happening now to ensure that the APIs will work for a variety of KBs or test functionality with non-EBSCO KBs
    • This is another topic for the e-holdings group to think about

Action items

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