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


Sprint Review- June 8th Sprint 114-115

Sprint reviews are also posted on the Open Library Foundation's YouTube channel.

"The highlight at Tuesday’s sprint review meeting was Owen demoing a new dash board for ERM. Starts around 6:00" ; "The cool thing is that the dash board has been developed so it’s generic, and can be used for all other apps than the suite of ERM apps" ; "We just need to develop app specific widgets. We could develop a cool MM dash board" - from "Charlotte" via chat

Laura encouraged members to joint the App Interaction SIG's next meeting, "In our next meeting the App Interaction SIG will discuss about expected solutions - everyone is invited to join the discussion" from the meeting minutes

As a community, Laura spoke about revisiting the purpose of the Inventory app. She would like us as a SIG to talk about this

Data integrity/Data Flow issue: Based on May 27 meeting about this, PC is forming a Task Force to look into this. The Task Force will look at the work to be done and come up with a time frame. Members of the task force: Members of MM SIG, Product Owners for Data Import, QuickMARC, Single Record Import, Inventory, or designees. Draft Charge

Manage data integrity so we're not locked into one particular type of data.

Christie - Would like the Task Force define the scope going forward. She sees a lot of the work is to look at origin

Felix (via chat) - "Is the task force also addressing data integrity issues related to Inventory - Order integration etc., or only SRS - Inventory integration?"

Jenn (via chat) - "I think that is a good question Felix, I don’t think we know yet. there is also the app interaction meeting tomorrow that might give us some more ideas about what is happening there"

Christie and Jessica both commented on how FOLIO has a built in dependency on MARC. Many members agreed via chat.

Jacquie (via chat) - "Somehow we've gotten to a place where almost all the MARC has to be in Inventory in order to find records with it."

Jesse (via chat) - "also, lets say we ONLY used dublin core, standards and integrity would still have to be solved for any consistent use"

Jacquie (via chat) - "Agree, data integrity issues are NOT wrapped around MARC, it is all over the place in FOLIO."

Jessica (via chate) - "I also agree with Jacquie's comment that some of the inventory scope creep is coming from the fact that there is no way to search MARC data within FOLIO. If you want to search it, it has to be in inventory."

"It would be good for us to check our original vision - maybe this is something that we need to do as the mm sig outside of this task group." - Christie (via chat)
Here is a link to the slide deck from the Inventory FOLIO Forum in September 2018. 

PC/TC election

Ballots were sent to everyone who has a FOLIO Slack account. If you are on FOLIO Slack and did not receive your ballot (check your spam/junk folders too), contact Harry K. If you consider yourself a community member and aren't on Slack, please join so you can participate in ongoing conversations and future elections.

Charlotte (via chat) - "The ballot is send out by Harry Kaplanian. But for several us it’s going into the Spam folder"

Other updates, announcements

  • Volunteer to take minutes at next week's meeting, June 17? (Lisa will not be able to make it) - Jesse Lambertson volunteered. Thank you Jesse!

BTCat/FOLIO demoTim Watters

Tim works at the Library of Michigan. Single record import of Connexion save file records into FOLIO.

BTCat is used by Library of Michigan and imports into FOLIO. Tim demonstrated this functionality. 

  1. From BTCat - search worldcat
  2. Library of Michigan uses Michigan State University's instance of FOLIO
  3. Imported edited WorldCat OCLC record into FOLIO
  4. Login to BTCat - Tim contacted BTCat.  BTCat is a subscription service. Members can get a trial. Send inquiry to "Very friendly sales rep for BTCAT :  Tito Vazquez <>"

Tim created a Z39.50 profile in Settings > Integrations >  LIBM

OCLC Record Manager as a solution? - Jacquie Samples is looking at it to learn more about it. Can we use that to pull records into FOLIO from a save file. Christie has not been able to get Record Manager to push records into FOLIO. 

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)

As soon as they have a better place to put this info, it will get moved to an administrative data note on the instance. They use a macro in FOLIO

For order info - they will use statistical codes. Example:

Note Type Creation (need permission)

Settings > Inventory> Holdings note types > New

Holdings note data can be searched by query search and can be searched in the LDP. Christie warned that searching holdings notes may work better if you get that field indexed. If it is not indexed, it will take so long, it will probably time out. A system provider can provide a local search index.

Regular Attendees

(alphabetical by first name)




Aaron TrehubAuburn

Amelia Sutton.
         xAmanda Scott

Ann-Marie BreauxEBSCO

Ann KardosUMass Amherst

Annalisa Di Sabato@Cult
xBrian ClarkUniversity of Alabama
xBob ScheierHoly Cross


Index Data
xChristie ThomasChicago
         xChristin Seegerthbz

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesStacks
xDennis ChristmanDuke University

Douglas ChorpitaGoethe Uni Frankfurt

Dwayne Swigert
xLloyd ChittendenMarmot Library Network
     Douglas ChorpitaGoethe Uni Frankfurt

Dracine HodgesDuke University
         xDwayne Swigert?
xFelicia Piscitelli

Felix Hemme

xJackie GottliebDuke University
xJackie MagagnoscCornell Law
xJacquie SamplesDuke University
          xJanet Ewing
xJason KovariCornell
         xJeanette Kalchik
xJenn ColtCornell
xJennifer EustisUMass Amherst
xJesse LambertsonUniversity of Chicago
xJessica JaneckiDuke University
xJoshua BartonMichigan State

Joshua Lambert

Khalilah GambrellEBSCO

Kristen WilsonIndex Data
xLaura DanielsCornell
         xLaura Evans
xLinda Turney

Lisa FurubottenTexas A&M
xLisa McCollLehigh University

Lisa SjögrenChalmers

Lucas Mak
xMagda ZacharskaEBSCO

Mark Arnold

Martina Schildt


         xMeghan Bergin

Molly DriscollEBSCO
         xNancy Burford

Nancy Lorimer


xNatalie SommervilleDuke University

Natascha OwensChicago

Niels Erik Nielsen

Raegan Wiechert

Missouri States University

         xPatricia RatkovichUniversity of Alabama

Patty WanningerEBSCO


Philip SchreurStanford (PC Liaison)

Raegan Wiechert

Missouri State University

xRita Albrechthebis-Verbundzentrale

Rita Lunnon
xSara ColglazierMHC/5C

Theodor Tolstoy

      xTim WattersLibrary of Michigan

Tiziana Possemato@Cult

Wayne Schneider

Index Data