CMS 2022.12.06

Recording

1. Available here: https://mediaspace.msu.edu/media/MSUL+Cataloging+%26+Metadata+Services+Team+Meeting+2022-12-06/1_7eq2qrqh

Update to Morning Glory upgrade timeline

1. Still a few loose ends, patches, etc. that have been addressed, but delayed the upgrade.

2. Now that it’s nearly finals season, we’re delaying until at least Dec. 16 to avoid any disruption to service.

Connexion 3.1 upgrades

1. Can upgrade on your own or with support from Systems (see Joshua’s TSStaff email Nov. 28, 2022).

2. Team reports upgrades have been proceeding smoothly.

Review of file management steps for cataloging: Connexion-to-Folio

1. As a refresher, Joshua demonstrated export from Connexion and upload to Data Import app in Folio with a monograph and a serial example.

2. Key to remember: renaming the .dat files exported from Connexion to your local computer prevents Connexion from appending additional records to that file. If you’re cataloging one item at a time, this renaming step is crucial to remember to avoid creating unintentional duplicates in Inventory.

VuFind

1. All are encouraged to attend a VuFind rollout session, Thursday Dec. 8 from 11AM-1PM

2. We spent a few minutes at meeting’s end looking at VuFind catalog beta and discussing some observations.

CMS 2022.11.15

Recording

1. Available here: https://mediaspace.msu.edu/media/t/1_4gnaajzn

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1. More detailed documentation forthcoming

2. If you care to backup your Connexion client settings to prevent against loss of toolbar customizations, text strings, macros, etc., you may wish to create a copy of your OCLC Connexion folders to your X drive or some other location

3. Connexion folders are typically found here:

   1. Local Disk / Users / [your netid] / AppData / Roaming / OCLC / Connex

4. Once you arrive at that folder, right click, Send To, and select your X drive; or alternatively, copy the folder and paste the copy in another location of your choosing.

CMS 2022.10.19

Recording

1. Available here: https://mediaspace.msu.edu/media/MSUL+Cataloging+%26+Metadata+Services+Team+Meeting+2022-10-19+recording/1_sr92l6yq

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1. Sierra circulation data was migrated into Folio items as a dedicated note; native Folio circulation data is tracked separately. Therefore, true circulation counts are the union of these two numbers.

2. Will need to communicate this to collections colleagues to inform adequate counts when needed.

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

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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

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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

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CMS 2022.08.02

Recording

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

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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

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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

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