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CMS 2024.2.6

Notes: Autumn

Recording

1. Poppy update

  • Poppy installed in Test tenant; results of testing so far:

    • Lists app working well

      • Can run lists on a number of different item record fields, plus a limited number of instance record fields

      • Queries can be built with multiple lines; no “OR” option, though, only “AND”

      • Offers a preview of query results before running the entire list

      • Results can be exported to CSV, but limited to a select set of fields

      • No apparent limit on the number of lists that can be run/stored at any given time

    • Boundwiths/analytics

      • Function to add/delete linkages now available

      • Links are between one shared item record and the holdings records of the related instances

      • Viewing and editing these can be confusing! More training to come

  • Job profile 9XX configurations will be changing

    • New functionality to create multiple holdings/items for one instance using 9XX field mappings in Data Import

    • However, this means all values for one holdings/item pair must be in one single MARC field

    • We will be changing from the 947/948/949 configuration to just the 949 field

    • Autumn will be testing this thoroughly and helping everyone adjust their constant data accordingly

  • Possible issue with action profiles

    • Known issue with Poppy, where the “action profile” component of a job profile might be unlinked from all the job profiles it’s associated with

    • Catalogers don’t need to grasp all the details of the problem, but just know it could be a factor in when we ultimately move to Poppy

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This was a brief off-cycle meeting immediately after the holiday break, only on Zoom.

Recording

1. New IMCO (Identity management) cooperative program

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