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

Other updates/announcements

BugFest is live. Please do jump-in. Ann-Marie asked for more testers around data import template issues; BugFest channel has request.

MARC records that exceed maximum length – desired export behavior?Magda Zacharska
  • PPT in meeting recording
  • Some instances have thousands of items; when exporting in custom profile that includes bib, holdings and items, exceeds 99,999 character limit - in which case export fails
    • Workaround: identify record, exclude record and then export that bib separately
  • Options
    1. Ignore MARC record limit
      1. Pro: all data exported
      2. Con - makes generating MARC record unusable / difficult to use
    2. Truncate data; with or without logging the error
      1. Pro: error in processing of one record does not affect whole export; easiest to implement
      2. Con: no control over which items are exported
      3. Implementation options: export only MARC bib (no holdings & items); log holdings and items removed to allow for separate export with different profile
    3. Export invalid data to a separate file
      1. Pro: clear separation of the records; all data are exported
      2. Con: difficult to implement; requires architectural changes to current implementation to support two files associated with one export
  • Use Case for exporting item data with the bib & holdings in .mrc: export for discovery layer;
  • Handling in existing systems:
    • Chicago: have split serial records into many to limit the number of items/bib
    • Holy Cross: have bib records that exceed the limit themselves (mainly due to content notes)
    • 5C: items are not extracted... happens via look-up
  • Can system ignore AND log those records them? Yes – but then cannot export those... unless they have a separate mapping profile with simplified exported record
  • Log file needed regardless!!!
  • Approach: if record exceeds limit, will not be included in export but a log will be created indicated excluded records
    • Option 3 is long-term desired solution (as per a few voices)
Inventory Search Improvements (ElasticSearch) updatesMagda Zacharska
  • Main scope: review UXPROD-2712 and prioritize remains work
  • Wiki pages under MM-SIG's working groups
  • 30 use cases identified, reviewed and prioritized
  • Remaining to do:
    • call number search
    • exact phrase match: contributors, titles, other full-text fields that are analyzed and pre-processed
    • count of matching records; count instances when counting holdings or items may be more appropriate (see later "Inventory Results List Updates" agenda item)
  • Supported Search Types:
  • Question(s):
    • Will these enhancements be available in PO search as well? No, only inventory but worth considering for the instance look-up, which is a separate piece of software / plug-in (UIPFI project). Issues at-hand: UI and data source (Inventory storage)
    • Searching across all properties? Discussed during last meeting to allow for searching all already-indexed properties (this does not include all properties); there are some fields deemed unnecessary for search... and if we build search for all edge cases, may lose sight of 99% of searches. All are welcome to join subgroup meetings to engage in discussion; reach out to Magda if you'd like to attend.
Bound-with back-end work updates

UXPROD-1241 - Getting issue details... STATUS

UXPROD-2855 - Getting issue details... STATUS

UXPROD-3080 - Getting issue details... STATUS


Not discussed - hold for next meeting

Inventory Results List Updates

UXPROD-491 - Getting issue details... STATUS

Working group - documents on the FOLIO wiki


  • MM/RA/RM working group on UXPROD-491 : going to Filip's original design from 2017
  • Mockups for hierarchical display in the above linked slidedeck
  • Considering how to get away from results that always defaults to Instances; also allows for more data points (e.g.: resource type, format, HRID)
  • Skipping second-pane step and allows to get to item record (i.e.: not having to open Instance... click on holdings and click on item). Outstanding question around whether want this to be full-screen as default? I.e.: do we want the context in the search-and-filter pane? Also : efficient if search and have one result – should open the one result without additional clicking
  • "Sort by" features - various fields, which persists until changed
  • Color change (darker) for identifying levels of hierarchy user is in – alongside easy navigation among levels
  • Can click-to-expand Instance and Holdings in full-screen
  • Question(s)/Comment(s):
    • If multiple holdings on an Instance, would show only the holdings being searched? or all? Only those being searched... but need ElasticSearch for that precision
    • What is timeframe for implementation? Was among top-20 features listed by libraries; talking next week with UI devs to have their say early in process to evaluate complication of integrating level navigator and result list.
    • Would demand changes in ElasticSearch – would need more data in instance indexing, as one example. Magda will run mockups by ElasticSearch back-end devs for feedback
    • For later: we have different UI handling for Instance versus holdings and items; when we get ready to shift to this view, will need to consider how tag info needs to be moved around for full screen instance. Invite Ann-Marie when this is discussed by WG
    • Cross-functional working group is a good model for future work

Regular Attendees

(alphabetical by first name)




Aaron TrehubAuburn
xAmelia Sutton.
  xAmanda Scott
xAnn-Marie BreauxEBSCO

Ann KardosUMass Amherst

Annalisa Di Sabato@Cult
xBrian ClarkUniversity of Alabama

Bob ScheierHoly Cross


Index Data

Christie ThomasChicago
  xChristin Seegerthbz

Colin Van AlstineSmith (FC)

Damian Biagi

Dennis BridgesEBSCO
xDennis ChristmanDuke University

Douglas ChorpitaGoethe Uni Frankfurt
xDwayne Swigert

Lloyd 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
         Janet Ewing
xJason KovariCornell
         xJeanette Kalchik
xJenn ColtCornell
xJennifer EustisUMass Amherst

Jesse LambertsonUniversity of Chicago
xJessica JaneckiDuke University
xJoshua BartonMichigan State

Joshua Lambert

Khalilah GambrellEBSCO
xKristin MartinUniversity of Chicago

Kristen WilsonIndex Data
xLaura DanielsCornell
        Laura Evans
xLinda TurneyMiddle Tennessee State University
xLinh Chang

Lisa FurubottenTexas A&M

Lisa McCollLehigh University

Lisa SjögrenChalmers

Lucas Mak
xMagda ZacharskaEBSCO
xMark Arnold
xMartina Schildt


        Meghan Bergin

Molly DriscollEBSCO
xNancy Burford
xNancy Lorimer


xNatalie SommervilleDuke University

Natascha OwensChicago

Niels Erik Nielsen
xRaegan Wiechert

Missouri States University

   Patricia 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