CMS 2022.10.04

Recording

1. Available here: https://mediaspace.msu.edu/media/MSUL+Cataloging+%26+Metadata+Services+Team+Meeting+2022-10-04/1_cjtyfns3

Folio Test Tenant Update

1. End of September, wipe of Test was done to accommodate a need in Acquisitions; has been reloaded with a snapshot of data from Production.

2. Testing in Test now more meaningful because the data is much alike to Production; previously was quite different having been populated with data for migration testing.

3. Permissions in Test:

   1. Currently match permissions from Production.

   2. If you need more permissions in Test to try things, please reach out.

4. In progress: working to implement banner color change in Test to more easily tell which tenant one is in.

Accessing Sierra Archive

1. Steps from Dao work to change access from production Sierra to the archive for folks from Main Library.

2. Law pursuing other avenues to make this work for them.

3. Reach out if you need assistance with this.

CAT6 and CAT7 job profiles for records containing 856

1. These job profiles were moved to Production from Test ahead of the wipe of Test last week; both still need documentation in Confluence. Joshua is working on it!

2. Allow for mapping of 856 from bib record to holdings record created during a Data Import job. Populates the link in the “Electronic access” segment of the holdings record.

3. Relationship of link to resource defaults to “Resource” (i.e. the link is to the resource itself); other relationships must be specified in 948$d of incoming record, or manually edited after the holdings record is created.

4. Relationships and equivalents to 856+indicators are as follows:

   1. Resource (856 40)

   2. Version of resource (856 41)

   3. Related resource (856 42)

5. This entails the short-term prospect of maintaining links in both the bib record and the holdings record in order to surface access to these links now in EDS and in future when EDS is able to build e-access from our Folio holdings records.

Morning Glory timeline

1. MG was released to public on Sept. 26. We were expecting it mid-October after EBSCO waited for a few weeks to see how it went for others in the Folio community. Instead, EBSCO wants to install for us in early December after they’ve installed for other, smaller clients to see how that goes. An abundance of caution approach. But we’re waiting on key functionality from MG.

2. There may be some back and forth with EBSCO about the timeframe for MG roll out at MSU.

CMS 2022.09.20

Recording

1. Available here: https://mediaspace.msu.edu/media/MSUL+Cataloging+%26+Metadata++Services+Team+Meeting+2022-09-20/1_g87wyvb2

...

1. Inventory and Orders app fail to show the dash “-” in publication date field and in other places when the date is meant to show an open date.

2. Needs advocacy in Folio community to update the UI to show this dash.

3. In Inventory, open date can be seen in MARC SRS.

CMS 2022.08.16

Recording

1. Available here: https://mediaspace.msu.edu/media/MSUL+Cataloging+%26+Metadata+Services+Team+Meeting+2022-08-16/1_17g3m60t

...

CMS 2022.08.02

Recording

1. Available here: https://mediaspace.msu.edu/media/t/1_le28t2h8

...

1. A potentially faster method for creating added copies or added locations

2. For add copies:

   1. Navigate to the appropriate Instance record, and then to an existing item on an existing holdings

   2. Under Actions menu, select “Duplicate”

   3. Edit the Item record to reflect the desired values (e.g. copy 2, edit workstat, etc.) and eliminate any irrelevant Sierra migration specific notes and fields; remove permanent location from new item; save

3. For add location:

   1. Follow same steps above to create a new item, then

   2. Navigate to an existing holdings record on the appropriate Instance

   3. Under Actions menu, select “Duplicate”

   4. Edit the new Holdings record to reflect the desired values, particularly the permanent location; save

   5. Back on the Instance record, under Actions menu, select “Move items within an Instance”

   6. Drag and drop your newly created Item to your newly created Holdings

   7. Under Actions menu, select “Stop item movement within an Instance”

Special CMS 2022.07.26

Recording

1. Available here: https://mediaspace.msu.edu/media/MSUL+Cataloging+and+Metadata+Services+Meeting+2022-07-26/1_5d18mn38

...

1. This builds on demo of new cataloging from July 19 meeting (see below)

2. Updates to 9XXs:

   1. 949$g updated to include call number type; defaults to LC, but if cataloger is using a 099 call number, must include: 949$g Other scheme.

   2. 949$b for copy number now defaults to “1” if $b is not included; so this subfield isn’t required in 949 unless you’re creating an item for a copy other than 1.

   3. 949$g for item status now defaults to “In process” if $g is not included; items that require other status besides “In process” will need to have a term supplied in $g (e.g. “Restricted” for non-circulating items in Maps or Special Collections).

   4. 948$b can include holdings temporary location (used for Browsing and other temporary locations)

3. Overlay matchpoint is in 947 field; Instance HRID in $c is only working matchpoint at present.

4. Finding Instance HRID:

   1. Pieces with order streamers will include Folio POL number; search this in the Orders App; follow link in order record to find the associated Instance.

   2. Or, search by title, ISBN, etc. to find the matching Instance directly in Inventory.

   3. Either way, Instance HRID is in the “Administrative data” section of the Instance record and can be copied by clicking the clipboard icon to the right of the number.

5. Job profiles:

   1. CAT2 in Production will overlay on either a MARC source or Folio source record based on a matching Instance HRID in 947$c.

   2. In Test Tenant, use: CAT overlay on uncat instance, any source – create new HI

6. Updating MARC vs. updating Folio:

   1. Updated Folio records will show that MARC SRS is created, Instance is updated, and Holdings and Item are created.

   2. Updated MARC records will show that MARC SRS is updated, nothing happens to Instance, and Holdings and Item are created. The Instance record, however, will be updated as changes to MARC SRS flow up to the Instance.

7. Checking Instance data:

   1. For all overlays, please make sure that Instance values for “Cataloged data” and “Instance status” have been updated with today’s date and the status “Cataloged” respectively. If they are wrong or empty, they will need to be manually updated: use the “Actions” menu and “Edit Instance”

   2. Make sure that any desired 590s from incoming record are present. If not, they must be re-added manually in Quickmarc.

8. Overlaying without creating Holdings and Item (i.e. overlaying / updating MARC and Instance only)

   1. This can be done by deleting 948 and 949 from record in Connexion before exporting, but keeping 947 with $c for Instance HRID of target record to update.

   2. At present, this will successfully update the MARC and Instance, but Data Import will show an error code because it’s expecting data re: Holdings and Item.

   3. A separate job profile may be created later to avoid these error codes.

CMS 2022.07.19

Recording

1. Available here: https://mediaspace.msu.edu/media/MSUL+Cataloging+and+Metadata+Services+Meeting+2022-07-19/1_uz4j1tjo

2. Folio new cataloging demo (no overlays); skip to these times for:

   1. Context and background: 10:50

   2. Connexion constant data overview for Folio new catalog: 14:45

   3. Connexion export to file overview: 34:50

   4. Importing exported file into Data Import app: 47:14

   5. Navigating an imported record (Instance, holdings and item): 53:09

...