MSUL Cataloging & Metadata Services Team Meeting 2024-02-06

• 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

Meeting concluded here; remaining agenda items moved to next meeting’s agenda.