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  1. UX Product
  2. UXPROD-140

Q4 2019 Timebox for Priority Inventory Search and Filter Enhancements

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    • Large < 10 days
    • Large < 10 days
    • Medium
    • XXL < 30 days
    • This poses substantial performance issues - potentially requiring fundamental changes to the current implementation of search technologies.
    • Prokopovych
    • 140
    • Hide
      CW: Are looking into use of multiple filters, very similar to the use in the Orders app. PO ranking aligned with Calculated Total ranking. This feature relates to UXPROD-1632.
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      CW: Are looking into use of multiple filters, very similar to the use in the Orders app. PO ranking aligned with Calculated Total ranking. This feature relates to UXPROD-1632 .
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    Description

      Ability to search any element in instance metadata record, holding and item records. Need to search by record keys and standard identifiers. (Jira, umbrella issue UIIN-70)

      Overview diagram (wip): Overview - UXPROD-140 and jira stories - https://docs.google.com/drawings/d/1U6b3EKwnrXfokxCGNhsAPYs2akecCZOF001zbmLh55A/edit

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      Source: https://discuss.folio.org/t/oct-26th-meeting-search-app/1350

      Notes and comments:

      2019-10-09 CW:

      1. Slide deck on Inventory Search and sort requirements - RA-SIG 10/07/19 and MM SIG 10/10/19 - https://docs.google.com/presentation/d/1S7_Ro7Hd6PqplsCRVl_JuchvvGiAhIDmupz0yGq4Lnk/edit#slide=id.g5eb9a9fe55_0_62

      2019-06-06 CW:

      1. Notes on Ability to search any element in Inventory (instance, holdings, item and container records - https://docs.google.com/document/d/1XiycnxmnBBY38da4y8EaZE8YAN-SkyZiOCV7xUhd8A0/edit#
      2. Slide deck on Inventory Search enhancement requirements - MM SIG WG 6/6/19 - https://docs.google.com/presentation/d/1EtYt9BcmlG5RDwfo-fFZBCB7huA_IspF3t4YyANMwgU/edit#slide=id.p
      3. Spread sheet, tab for Instance, Holdings, Item (will work on Container later) - https://docs.google.com/spreadsheets/d/16oKJik6oiwauM3CeLsyVa4c-YJ-qus1lF5B-8m7qG_A/edit#gid=952741439
      4. Slide deck on Inventory Search and sort requirements - MM SIG 8/15/19 - https://docs.google.com/presentation/d/1HUX9ed0Qnx2jRE6M4DRlfTFUa-MUPJICD9k5lPECqew/edit#slide=id.g5dc4a09ded_0_0

      2019-04-03 CW: Talked with Laura Wright and the MM-SIG will kick of the WG work on Search enhancements - initial document: Search (UXPROD-140) Inventory Beta - Metadata Elements - https://docs.google.com/spreadsheets/d/16oKJik6oiwauM3CeLsyVa4c-YJ-qus1lF5B-8m7qG_A/edit#gid=952741439

      2019-04-03 CW: Discussed with Mike Gorrell, and he'll add it to the Tech Depth doc.

      2018-06-11 CB: We should consider implementing this as a general platform feature: Advanced search (UXPROD-869) so it could be incorporated into additional apps (like Users and Requests) with marginal development effort.

      TestRail: Results

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          Issue Links

            defines

            New Feature - New feature requests UXPROD-1538 Ability to filter records on Suppress in discovery, Staff suppress in Inventory (instance, holdings, item)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-1714 FOLIO wide search by call number for any item search functionality

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Open
            is cloned by

            New Feature - New feature requests UXPROD-2180 Q1 2020 Timebox for Priority Inventory Search and Filter Enhancements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODINVSTOR-348 UIIN-199: Filter by Effective Location: Save Effective Location on Item Record

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Umbrella - UIIN-112 Search: Targeted Search Options - 2nd version

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-143 Basic search: Search by barcode

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-199 Filter by the effective location

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-289 Filter Instance records by Suppress in discovery and Staff suppress

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-564 Combined search: Search by contributor(s) and resource title

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-572 Search filter "Keyword (title, contributor, identifier)"

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIIN-602 no records found when searching titles for words out of order.

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-679 Holdings and item segment. Filter by the Holdings permanent location (in addition to effective - UIIN-199)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-717 UIIN-564: Switch to a dedicated index for "Keyword (title, contributor, identifier)" search

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-724 Inventory search. Instance segment. Search by using query language

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-758 Inventory search. Implement segmented control panel.

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Umbrella - UIIN-759 Inventory search. Create filter options for Instance segment

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Umbrella - UIIN-760 Inventory search. Create filter options for Holdings segment

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Umbrella - UIIN-761 Inventory search. Create filter options for Item segment

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-766 Filter Holdings records by Suppress from discovery

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-767 Filter Item records by Suppress from discovery: Yes

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-771 Filter Item records by Item status

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-777 Filter item records by Material type

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UIIN-838 Inventory search. Relabel Instance ID to Instance UUID

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-848 Inventory search. Holdings segment. List of search options - thin thread

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Umbrella - UIIN-850 Inventory search. Instance segment. List of search options - complete list

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Umbrella - UIIN-851 Inventory search. Holdings segment. List of search options - complete list

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Umbrella - UIIN-852 Inventory search. Item segment. List of search options - complete list

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-868 Inventory search. Holdings segment. Search by using query language

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-869 Inventory search. Item segment. Search by using query language

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-967 Filter Instance records by Suppress in discovery: No

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-968 Filter Instance records by Staff suppress: No

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-969 Filter Holdings records by Suppress from discovery: No

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-970 Filter Item records by Suppress from discovery: No

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            relates to

            Task - A task that needs to be done. UIIN-37 Search requirements for Instance, holdings, items - Define Basic Search (beta elements)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-802 Instance detailed record. Move the holdings accordion with item list up

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-803 Instance detailed record. Holdings accordion with item list collapsed as default

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-869 Advanced Search (within apps)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            New Feature - New feature requests UXPROD-978 Filters to select Instance records for batch export

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            New Feature - New feature requests UXPROD-1941 Wait for POC of Elastic Search. Front-end query pre-processor: support words, phrases and booleans

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Draft

            New Feature - New feature requests UXPROD-2184 DRAFT - Filters to select MARC records for batch export

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

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              People

                charlotte Charlotte Whitt
                cboerema Cate Boerema
                Charlotte Whitt Charlotte Whitt
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
                Niels Erik Gilvad Nielsen Niels Erik Gilvad Nielsen
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