5c Bib Merge Working Group Open House – Save the Date

The Record Merge Working Group invites you to an open house on June 17, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Details:

  • Day: Friday, July 17, 2020
  • Time: 1:00 -2:30 pm
  • Zoom URL

Tentative Agenda: A presentation will be shared sooner to the date.

      • Introduction & Welcome
      • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration
      • Changes to our Dedup Profile
      • Discussions
        • OCLC Numbers
        • Decoupling Bibliographic records with holdings in both general and special collections
        • Clean-up projects. Where are we?

Working Draft Documentation:

Recording Available for the 5C Bib Merge Open House

The 5C Bib Merge Working Group Open House recording and chat script are now available. Below you will find those links along with links shared during the discussion.

We are asking for help with reviewing note fields. Some of the reports for the 5XX have to be downloaded. If you experience issues, contact the working group. Please note that it is not necessary to use a $5 for every single note field. This only pertains to a note MARC tag that allows a subfield 5 and where the information needs to be associated to a particular resource and institution. In contrast, we are asking that institutions set aside the use of local fields 9XX, X9X, XX9. The exceptions are 019 for the old OCLC number and 099 for local call number. For more guidance on these and other fields, see our Shared Bib guidelines. If you have questions or comments, don’t hesitate to contact the working group via Slack or email.

5C Bib Record Merge Open House: May 29, 2020

The Record Merge Working Group invites you to an open house on May 29, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage you to join us in particular those who have a stake in our future shared bibliographic environment.

Details:

  • Day: Friday, May 29, 2020
  • Time: 1:00 -2:30 pm
  • Zoom

Agenda:

Presentation Slides for Open House: Please note that we are still working on the slides at this time.

  • Introduction & Welcome
  • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration
  • Brief Introduction to the Backstage Library Works Dedup Profile
  • Comment and Review of Working Group’s Decisions on 5C Shared Bibliographic Guidelines & Procedures
  • Discussion: Clean-up projects

Working Draft Documentation:

The following are the working documents of the working group.

Best,

Jennifer Eustis

On Behalf of the Working Group

Updated – Attend Virtually the 5C Record Merge Open House for Updates on Shared Bibliographic Records

Update: The 5C Record Merge Working Group strives to ensure that all can attend by providing a virtual option to our open houses and meetings. In light of recent institutions’ restrictions and COVID-19, this Friday’s open house will have the option to attend virtually via a Zoom scheduled meeting. We expect attendance numbers well below 50 and the in person meeting is still scheduled as this falls within Smith’s restriction of how many can meet in person for an event. Of course, please use your best judgement. Our documents can be viewed online which includes the presentation for this Friday. Lastly, to facilitate feedback and communication, we encourage you to send us your comments.

The Record Merge Working Group invites you to an open house on March 13, 2020. The purpose of this open house is to update the 5C community on the working group’s activities and present decisions made thus far by the working group for comment and review by the community. This open house is open to everyone. We encourage everyone to join us in particular those who have a stake in our future shared bibliographic environment. And there will be snacks.

Details:

  • Day: Friday, March 13, 2020
  • Time: 1:00 -2:30 pm
  • Location: 5C Library Annex in Hatfield

Agenda:

Presentation Slides for Open House: Please note that we are still working on the slides at this time.

  • Introduction & Welcome (5 min.)
  • Review of Record Merge Recommendations of What is in Scope and Relationship to Migration (10 min.)
  • Brief Introduction to the Backstage Library Works Dedup Profile (5 min.)
  • Comment and Review of Working Group’s Decisions on 5C Shared Bibliographic Guidelines & Procedures (40 min.)
  • Discussion: Potential Clean-up projects (15 min.)

Working Draft Documentation:

We ask the community to understand that these documents are currently skeletons. Over the next year, we will be adding and refining them and are the group’s working copies.

FERM & FOLIO: What does it all mean?

Hello Five Colleges!

If you’re looking for a better understanding of the electronic resource management apps in FOLIO, then look no further! Owen Stephens, a UK developer who acts as product owner for the Agreement and License Apps has developed a glossary for the two apps with explanations what each field is expected to be used for as well as default settings and reference values. Please note, the FOLIO Electronic Resources Management (FERM) Working Group has customized our settings and reference data so the values in the spreadsheets below may not reflect what appears in the 5C tenant settings. Owen has put out several spreadsheets which are linked below:

Agreements App Field Glossary
Agreements App Default Values

Licenses App Field Glossary
Licenses App Default Values

FERM will be working over the next several weeks to stress test our customized values and will submit changes to the hosting team at EBSCO. We expect much of what is currently in the Daisy settings to migrate into Edelweiss. Once we’ve finalized our settings and reference data we will be creating local versions of the above spreadsheets as well as some best practices for working in the FOLIO ERM apps. If you have questions on a field, see something you think might be missing, or just want to learn more – please reach out to your local FERM member or to me (jmulvaney@umass.edu) and we can try and get you an answer.

FERM meets twice a month to discuss FOLIO ERM as well as our mutual Full Text Finder (FTF) migrations. If you’d like us to consider something for discussion please send it to your local FERM rep.

5C Record Merge Updates

The 5C Record Merge working group is looking at the Backstage Library Works (BSLW) deduplication profile, and how we as a community treat MARC fields in our bibliographic records for the deduping process. Each member did some small tests, and now we are working as a group with one larger test file. These tests are to see how best to configure the BSLW dedup profile. If you’re interested, BSLW has information as to what is involved on their wiki on deduping.

At these initial stages, we will:

  • Retain MARC Field 583 (Information pertaining to EAST)
  • Set verification method in profile to “Within” for publication fields (goal is to ensure those publishers with articles or not get deduped)
  • 245 (title) remains with default setting (So far tests show this is fine. We need to address subfields n and p more closely)
  • Only OWN code will be retained of the 3 letter Aleph codes for the purposes of testing
  • We want to follow any recommendations from the migration team on particular fields such as the 3 letter Aleph tags or the bibliographic system number in the 001.

We will continue to produce a number of reports in particular that relate to potential clean up projects. We will do our best to ensure that links to these reports are shared via the Folio-Five Colleges Slack channel #alephcleanup.

Save the date for our next open house for the afternoon of March 13, 2020 at the Smith College Annex. Details will be shared closer to the date.

Best,

5C RMWG

Steve Bischof (UMass/5C), Sharon Domier (UMass), Laura Evans (Amherst), Jennifer Eustis (UMass), Rebecca Henning (Amherst), Colin Van Alstine (Smith)

Folio Timeline Update January 2020

As mentioned in previous post the Five College libraries are adjusting our  FOLIO implementation timeline based on the pace of software development in the FOLIO community and local considerations.  The bottom line is that we will be implementing a suite of features in FOLIO related to the management of e-resources during the summer of 2020.  The goal for entire suite of FOLIO apps will be summer of 2021.

For more information you can watch a presentation on the Five College Folio Timeline or if you would to have a copy of the slides from the presentation it is available here.

Please let me or any member of the Folio Implementation Team (FIT) know if you have any questions.

Happy Holidays from the 5C Record Merge Working Group

The 5C Record Merge would like to provide a short snapshot of our activities for the year. Our working group began in February 2019 with the goal to draft a recommendations document for June 2019. During this period, we had 3 open houses to talk about the meaning of shared bibliographic records for 5C. Based on these discussions and the working group’s research, we finalized our document that was approved by FIT.

We are now in our second goal of this project, to merge specific bibliographic records in preparation for our migration to FOLIO with the help of Backstage Library Works. In a smaller open house, we revisited with the community the type of bibliographic records to be included in the merge. We used collection codes from Aleph to include only those bibliographic records that are general, or, those that don’t include special notes or languages (archival or rare books), on the fly or brief records (equipment), or those not suited because of how they are processed or managed (bound-withs, batch loaded resources, etc.). We are now doing small sample tests to refine the deduping process with Backstage Library works based on our tests and documenting the results. To help with this process, we will be considering the MARC fields from bibliographic records in our 5C Tag Treatment Document.

Stay tuned for more updates and open houses next year.

5C RMWG: Steve Bischof (UMass/5C), Sharon Domier (UMass), Laura Evans (Amherst), Jennifer Eustis (UMass), Rebecca Henning (Amherst), Colin Van Alstine (Smith)

FERM & FAWG Joint Meetings Report

FOLIO Implementation Consultant, Anya Arnold, was visiting this week with many groups at the Five Colleges. Several decisions were made which will impact our FOLIO use going forward. The first of these is the decision to go forward with implementation in June/July with licenses/agreements for continuing electronic resources including the orders accompanying those new resources. This means that e-journals and e-journal packages, ebook packages, and databases will be implemented this summer using the FOLIO modules of Organizations, Agreements, Licenses, and Orders.

Another decision made jointly by FAWG (FOLIO Acquisitions Working Group) and FERM (FOLIO Electronic Resource Management) is that we will always use the same two-letter institutional codes to denote the individual schools in the Five Colleges. These codes will be in CAPS followed by a space in most FOLIO modules. In the Acquisitions module, the prefix will be the two-letter code (no space) followed by numbers. The codes used will be the same ones we are currently using in FOLIO: AC-Amherst, HC-Hampshire, MH-Mt Holyoke, UM-UMass, SC-Smith. We anticipate that this can be used in apps that will not be brought up this summer and are working with members of the other working groups to make sure this method will be used globally in FOLIO.

Please reach out to a member of FAWG, FERM or FIT (FOLIO Implementation Team) if you have any questions about these recent decisions or other general FOLIO concerns/comments. We would love to hear from you!

Sprint Review 74-75

  • 0:00 – Introduction, Q3.2 hotfixes, Q4 (Edelweiss) Release Plan, Highlights
    • UNAM – whole team needed to move onto another project, replaced by Israel Durán Martínez, Isela García Bravo, and Arturo Rendón Crux (almost full FTE)
    • Oleksandr Vidinieiev and Cheryl Malmborg joined Vega
    • 2 will continue to get hotfixes until one month after Q4 release (January 2020)
    • Q4 (Edelweiss) deadlines haven’t changed – development by 12/4, release by 12/20
  • 9:10 – Thunderjet (Acq): Dennis Bridges, Andrei Shumski, Mikita Siadykh
    • Opening PO setting – “Save and Open Order”
    • 13:18 – Receiving items with open requests
  • 16:10 – Spitfire: Maksym Dryha
    • Requests with fulfillment preferences (pickup and delivery)
  • 23:15 – Folijet: Ann-Marie Breaux, Vlad Velytskyi, Masha Aloshyna, Igor Gorchakov
    • empty field values in Inventory and other UI fixes
    • 27:10 – HRID page in Inventory settings, searching in logs
    • 32:11 – Pubsub module
  • 37:55 – Concorde: Dmytro Popov, Sergiy Sergiyenko, Viktor Soroka
    • Loan history backend and frontend validation
    • 45:50 – circ rules editor improved searching for location, new user permissions
  • 53:10 – Vega: Kostyantyn Khodarev
    • Patron loans and notifications on checkout
  • 58:30 – Stripes-force: Rasmus Wølk, John Coburn
    • New component called MessageBanner for displaying notes to users
    • UI-Users routing refactor (one of the oldest modules with lots of code styles – much more responsive post-refactor and much easier to develop with and to test)
  • 1:12:48 – Core Functional: Matt Connolly, Michal Kuklis
    • Updates to search and filter in inventory, screen layout changes, placeholders for preceding and succeeding titles
    • 1:18:29 – UI updates in requests – reorder queue and prevent requests from inactive users
  • 1:23:03 – QA Update: Anton Emelianov
    • Still in a negative bug trend (opening more than are closed)
    • Better descriptions in test cases for future bugfests