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  1. UX Product
  2. UXPROD-3946

Inventory Elastic Search (Poppy): Timebox for Priority Inventory Search and Filter Enhancements

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    • A thin-thread version of this feature has replaced the two formerly 'showstopper' at-risk Elasticsearch features.
    • Hide
      The Capacity Planning Team recommended to the FOLIO Product Council that the Iris release date be extended to May 3 (from March 1) so that critical search enhancements can be identified and possibly implemented as part of the Iris release. (Slide deck presented to PC: https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)
      Show
      The Capacity Planning Team recommended to the FOLIO Product Council that the Iris release date be extended to May 3 (from March 1) so that critical search enhancements can be identified and possibly implemented as part of the Iris release. (Slide deck presented to PC: https://docs.google.com/presentation/d/12s_fs3vqjm4hAGIfZ_HX1jm--v8QOEFber5uvo0VTGw/edit?usp=sharing)
    • Hide
      FOLIO Product Council compromised and allowed the Iris release to be delayed by one month, to April 5. We are not sure if any of the search improvements (as yet unidentified) will make it into the Iris release. (Update: Chicago no longer has this as a 'showstopper'.)
      Show
      FOLIO Product Council compromised and allowed the Iris release to be delayed by one month, to April 5. We are not sure if any of the search improvements (as yet unidentified) will make it into the Iris release. (Update: Chicago no longer has this as a 'showstopper'.)

    Description

      CW: Work continued from UXPROD-140, UXPROD-2180 and UXPROD-2443.
      UXPROD-2712 was planed work for R1 2021 (Iris), but enhancements to inventory search, filter and results are set on hold as we will be beginning Elastic search development.

      Please note: the libraries ranking is transferred to this feature, while no need to do a new round of ranking

      Ability to search any element in instance metadata record, holding and item records. Need to search by record keys and standard identifiers.

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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
      2. Overview diagram: https://docs.google.com/drawings/d/1U6b3EKwnrXfokxCGNhsAPYs2akecCZOF001zbmLh55A/edit

      Umbrella stories:
      Planned work on filters:

      Planned work on search options:

      TestRail: Results

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          Issue Links

            clones

            New Feature - New feature requests UXPROD-3709 Inventory Elastic Search (Orchid): 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. MSEARCH-362 BE: Inventory. Keyword search should use normalization of Resource titles and Contributor names

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MSEARCH-446 Search on Notes (all) does not include administrative notes (instance, holdings, item)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MSEARCH-447 Inventory search | Title search | Support strings containing “and” or “&”

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MSEARCH-448 Create search index for filtering on item.permanentLoanType and item.temporaryLoanType

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MSEARCH-462 Implement normalized search option for LCCN identifiers

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-525 Basic search: Titles with thousand separator

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-762 Filter instance records by Previously held

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-775 Inventory. Search by Holdings Accession number (Holdings segment)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-776 Inventory. Search by Item Accession number (Item segment)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-778 Inventory. Search by Holdings Copy number (Holdings segment)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-779 Inventory. Search by Item Copy number (Item segment)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-780 Filter Item records by Loan type, permanent

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-781 Filter Item records by Loan type, temporary

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-782 Filter Item records by Request status

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-783 Filter Item records by Loan date (date range)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-787 Filter Item records by Item status date (date range)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1027 Filter item records by Call number type / The effective call number type

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1028 Filter holdings records by Call number type

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1043 Search. Implement search using mask of one character (Instance, Holdings and Item segment)

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1348 Filter holdings records by ILL policy

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1920 Implement Advanced search modal

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-1942 Add barcode to Keyword search in Inventory

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

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIIN-2245 Search. Instance. Search option for LCCN numbers, normalized

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

            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

            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

            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

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                kgambrell Khalilah Gambrell
                charlotte Charlotte Whitt
                Charlotte Whitt Charlotte Whitt
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