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


Recordings of meetings can be found in the Metadata_Management_SIG > Recordings folder on Google Drive:

Discussion items

PC update


A small group of members of this SIG spoke at PC to talk about issues of data integrity issue causing delays of implementations, problems for those that have implement. The request was for an increase of focus on data integrity.

Philip commented that the conversation was interesting to hear it framed as a data integrity issue rather than strictly a data import issue. Philip mentioned Mike Gorrell's idea the reviewing the flow of data is important. 

Documentation Working Group gave an update

Tod Olsen - testing - who is responsible for testing "end to end" workflows.

Khalilah Gambrell gave an update. Kristin brought up the issue of working on new issues vs. working on issues of data integrity. There was a conflict in the discussion as to whether work on new issues would be done or the focus would be on securing the foundation of FOLIO for integrity purposes.

Christie noted that we may be seeing now the limits of the UI driven method of development and documentation. 

Brian asked what exactly the data integrity issues are. Laura acknowledged the importance of this question, but was hesitant to 

Charlotte noted that our data is not in sync across apps and this needs to be solved. She described this as a communication problem and technical hurdle.

Laura clarified that there is no criticism meant towards product owners, but rather that they need more support. 

Patty emphasized that it is the subject matter specialists' job to specify functionality.

Christie - a part of the discussion needs to be "how to we address this issue"? SRS evolved organically. Since SRS did not start out with a UI, it was developed without the input of SMEs. Addressing does not mean we have to completely change the process. 

Laura has found it helpful when Charlotte facilitated conversations between SMEs and developers.

Magda - From a PO point of view, there is more interest in application now because libraries are getting ready to live. This functionality was available many releases earlier, but not tested adequately. If SME's made these discoveries earlier it would have been much more helpful, less expensive.

Laura - finding ways as SMEs where we are finding 

Jason - "It is incredibly hard to put together workflows with a lot of lead time when key components are delayed (aka OCLC)"

Other updates, announcements

Do we need to consider prioritization for:

UXPROD-1892 which UIIN-340 is part of

Mark for deletion

Review UXPROD-1363

The actual deletion function will be in the Action menu. 

Dependency checks for Mark for Deletion? Relevant, yes/no?

There will be dependency checks on the actual deletion action. Right now "Mark for Deletion" is a permission we want to give more people. The actual deletion is envisioned to be at the hand of someone in the library with more permission.

Laura would not expect the dependency checks to happen with just the "Mark for Deletion".  This would make it easier to implement and require less permissions from the users with permissions for this.

Laura invited those who have concerns that were not raised to get in touch with Charlotte or Laura

QuickMARC development updatesKhalilah Gambrell


  • Adding a field will prompt field to automatically populate with a $a
  • Display the last person to update
  • Baseline shortcut keys

quickMARC - UXPROD-3075 - fixed in Iris

Authorities - There will be no UI with Juniper - it's all backend

MFHD - Hope is to do this in Kiwi, but progress was delayed.

Ann-Marie (via chat) - "There was additional work for storing authorities to be able to distinguish from SRS MARC Bibs, and make it so that 2 kinds of MARC records could coexist in SRS"

Discussion - SMEs contributing to writing test cases for Test Rails more. 

Productivity stats "alternative" (aka workaround) (if time)Laura Daniels

Demo of Cornell's planned approach until UXPROD-2867 - Getting issue details... STATUS is implemented

(see Alternatives for Features Still in Development)

Regular Attendees




Aaron TrehubAuburn

Amelia Sutton

Ann-Marie BreauxEBSCO

Ann KardosUMass Amherst

Annalisa Di Sabato@Cult

Brian ClarkUniversity of Alabama

Bob ScheierHoly Cross


Index Data
xChristie ThomasChicago
     Christin Seegerthbz

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks

Dennis ChristmanDuke University

Douglas ChorpitaGoethe Uni Frankfurt

Dwayne Swigert

Lloyd ChittendenMarmot Library Network
     Douglas ChorpitaGoethe Uni Frankfurt

Dracine HodgesDuke University

Felicia Piscitelli

Felix Hemme


Jackie GottliebDuke University

Jackie MagagnoscCornell Law
xJacquie SamplesDuke University

Jason KovariCornell

Jenn ColtCornell

Jennifer EustisUMass Amherst
xJesse LambertsonUniversity of Chicago

Jessica JaneckiDuke University

Joshua BartonMichigan State

Joshua Lambert
xKhalilah GambrellEBSCO

Kristen WilsonIndex Data
xLaura DanielsCornell

Linda Turney

Lisa FurubottenTexas A&M
xLisa McCollLehigh University

Lisa SjögrenChalmers

Lucas Mak
xMagda ZacharskaEBSCO

Mark Arnold

Martina Schildt


Molly DriscollEBSCO
xNancy Lorimer


Natalie SommervilleDuke University

Natascha OwensChicago

Niels Erik Nielsen

Raegan Wiechert

Missouri States University

Patricia RatkovichUniversity of Alabama

Patty WanningerEBSCO


Philip SchreurStanford (PC Liaison)

Raegan Wiechert

Missouri State University

xRita Albrechthebis-Verbundzentrale

Rita Lunnon

Sara ColglazierMHC/5C

Tiziana Possemato@Cult

Theodor Tolstoy


Wayne Schneider

Index Data