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  1. UX Product
  2. UXPROD-3046

NFR: Inventory. Swap from search tool PostgreSQL to Elasticsearch

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    Description

      Current situation or problem: Inventory app is currently using the technical approach using PostgreSQL, JSONB columns, CQL and RAML Module Builder. This approach has been time consuming to develop, and add supporting search indexes, and cumbersome to improve with precise result counts and a performance expected by the users.

      New ideas and suggestions about exploring replacement of PostgreSQL with Elasticsearch was decided by the Technical Council, Autumn 2020.

      If Elasticsearch is approved (Spring 2021), then the idea is to make Elasticsearch a FOLIO wide search approach, and having the technology implemented in Inventory, Orders, Users, Request, etc.
      Here link to the POC Overview (April 2021) - https://wiki.folio.org/display/DD/Inventory+Search+-+POC+Overview.
      And link to the POC evaluators report - https://docs.google.com/document/d/1qaWK-jLKByynlVtCHg761QQJBmyKLqPFZDb3SBfXOag/edit#heading=h.mzcbjmtxclv3

      In scope:

      1. Inventory app - swapping PostgreSQL with Elastic Search
      2. Deprecate the POC app Inventory ES
      3. Filters using ES facets to be migrated to the existing Inventory app. Facets provide a significant improvement to the existing Inventory search functionality

      Out of scope:
      Implementation in other apps.

      Use case(s):
      As a staff user I search in Inventory, and my search performs fast, and returns relevant and precise results, which I then can access for doing my further work, CRUD, and misc. record management

      Proposed solution/stories:
      Proposed Inventory Search MVP Kiwi release.docx
      Timeline: Kiwi (and possible some work to be postponed to Lotus).

      Links to additional info
      Searching in Inventory: https://wiki.folio.org/display/FOLIOtips/Searching
      Elasticsearch: https://wiki.folio.org/display/DD/Search

      Questions:

      • What is the impact on automated tests? How many will need to be revised?
      • When a change is needed to search, which team(s) will do the work?

      TestRail: Results

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            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-519 Inventory: Instance Sorting. Implement Index title as primary key for Result list

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

            New Feature - New feature requests UXPROD-2712 Inventory Elastic Search (Lotus): Timebox for Priority Inventory Search and Filter Enhancements

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UX-436 UX: Inventory. Elastic Search. Search interface support easy view of search options, and use of boolean operators

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

            New Feature - New feature requests UXPROD-3271 NFR: Look up instance plug-in. Swap from search tool PostgreSQL to Elasticsearch

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

            New Feature - New feature requests UXPROD-3430 Inventory. Implement Facets on filtering (Instance, Holdings, Item) when using Elasticsearch

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

            Task - A task that needs to be done. MSEARCH-173 Handle not initialized tenant

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

            Task - A task that needs to be done. UIIN-1566 convert existing search/filter endpoints to use ES paths

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

            Task - A task that needs to be done. UIIN-1567 incorporate ui-inventory-search facets

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

            Task - A task that needs to be done. UIIN-1631 Convert Action menu: Save instances UUIDs from existing search/filter endpoints to use ES paths

            • 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. UISEES-70 Deprecate ui-search-es

            • 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. UISEES-71 Permissions. Specific Inventory ES permissions to be deprecated

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. FOLIO-3292 deprecate builds related to platform-core

            • TBD - To be determined
            • Closed

            Task - A task that needs to be done. UIPFI-37 Instance look-up component. Convert existing search/filter endpoints to use ES paths

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

            New Feature - New feature requests UXPROD-902 Faceted Search

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

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-2591 Elasticsearch

            • TBD - To be determined
            • Open

            New Feature - New feature requests UXPROD-3271 NFR: Look up instance plug-in. Swap from search tool PostgreSQL to Elasticsearch

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

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                charlotte Charlotte Whitt
                charlotte Charlotte Whitt
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