Current Situation or Problem: Current Requests App. search modal is not configured for advanced searching and needs some enhancement in order to optimize user experience. To help improve Requests App. search experience, we want to implement an Advanced Search component that is in alignment with the UI of the MARC Authority App. and Inventory App. (possible update to MARC Authority App. pending and creation of Advanced Search component to Inventory App. pending) AND we want to enhance the component to include a dropdown that allows the user to choose how to search terms entered. 

In Scope: Creation of Advanced Search modal and refinement of search dropdown

Out of Scope: Expanding what is being searched within the Request app.

Use case:

User Stories: 

As a circulation staff member working at a designated service point, I want to better help patrons by searching a combination of indicators in order to find and fill a specific request.  

As a staff member, I want to search for a requested material for a patron with a large number of requests by searching the 

• Requestor Barcode and Item Barcode at the same time (example use: and)

• Requestor Barcode and Title at the same time (example use: and) 

As a staff member, I want to quickly verify I have the correct Title that matches the Item Barcode for a request (example use: and).  

As a staff member, I want to attempt to fill a patron request with another copy when realizing the requested copy is Missing during paging by searching the  

• Title and Item Barcode at the same time (example use: or) 

• Title and Effective Call Number* simultaneously (example use: or) 

• Title and not the specific Item Barcode (example use: not) 

Future: As a staff member, I want to check to see if a title is shelved in multiple locations by searching both the Title or Effective Call Number* (example use: or). 

*Effective Call Number: search and sort = future planned work 

Further information and links:

Search, possible future considerations:

• HRID / UUID

• Requestor

• Date Requested

• Proxy

Enhancements to consider: Search to include the dropdown that represents: Title, Item Barcode, Requestor Barcode, Effective Call Number (current pending work) 

• First term to be grayed in search box as a leader

• Defined order of search terms pending

• Defining term used for Call Number pending – likely Effective Call Number 

March 2023 - Current Advanced search modal: https://folio-org.github.io/stripes-components/?path=/story/components-advancedsearch--with-custom-query-builder

Below are examples of a dropdown that allows the user to choose how to search terms entered.

Can model this dropdown from Cornell's Advanced search (see below mockup with dropdown expanded (https://newcatalog.library.cornell.edu/advanced)

Examples

Ex 1. Can model this dropdown from Cornell's Advanced search (see below mockup with dropdown expanded (https://newcatalog.library.cornell.edu/advanced)

Ex 2. NYU Library https://bobcat.library.nyu.edu/primo-explore/search?vid=NYU&mode=advanced