Inventory (UXPROD-785)

[UXPROD-140] Q4 2019 Timebox for Priority Inventory Search and Filter Enhancements Created: 18/Jan/18  Updated: 05/Nov/20  Resolved: 05/Dec/19

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q4 2019
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: cap-mvp, elastic-search, inventory, metadatamanagement, po-mvp, search_enhancements, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-2180 Q1 2020 Timebox for Priority Inventor... Closed
Defines
defines UXPROD-1714 FOLIO wide search by call number for ... Open
defines UXPROD-1538 Ability to filter records on Suppress... Closed
is defined by UIIN-112 Search: Targeted Search Options - 2nd... In Progress
is defined by UIIN-850 Inventory search. Instance segment. L... In Progress
is defined by UIIN-851 Inventory search. Holdings segment. L... In Progress
is defined by UIIN-852 Inventory search. Item segment. List ... In Progress
is defined by MODINVSTOR-348 UIIN-199: Filter by Effective Locatio... Closed
is defined by UIIN-143 Basic search: Search by barcode Closed
is defined by UIIN-199 Filter by the effective location Closed
is defined by UIIN-564 Combined search: Search by contributo... Closed
is defined by UIIN-717 UIIN-564: Switch to a dedicated index... Closed
is defined by UIIN-724 Inventory search. Instance segment. S... Closed
is defined by UIIN-758 Inventory search. Implement segmented... Closed
is defined by UIIN-771 Filter Item records by Item status Closed
is defined by UIIN-848 Inventory search. Holdings segment. L... Closed
is defined by UIIN-868 Inventory search. Holdings segment. S... Closed
is defined by UIIN-869 Inventory search. Item segment. Searc... Closed
is defined by UIIN-289 Filter Instance records by Suppress i... Closed
is defined by UIIN-572 Search filter "Keyword (title, contri... Closed
is defined by UIIN-602 no records found when searching title... Closed
is defined by UIIN-679 Holdings and item segment. Filter by ... Closed
is defined by UIIN-759 Inventory search. Create filter optio... Closed
is defined by UIIN-760 Inventory search. Create filter optio... Closed
is defined by UIIN-761 Inventory search. Create filter optio... Closed
is defined by UIIN-766 Filter Holdings records by Suppress f... Closed
is defined by UIIN-767 Filter Item records by Suppress from ... Closed
is defined by UIIN-777 Filter item records by Material type Closed
is defined by UIIN-838 Inventory search. Relabel Instance ID... Closed
is defined by UIIN-967 Filter Instance records by Suppress i... Closed
is defined by UIIN-968 Filter Instance records by Staff supp... Closed
is defined by UIIN-969 Filter Holdings records by Suppress f... Closed
is defined by UIIN-970 Filter Item records by Suppress from ... Closed
Relates
relates to UIIN-802 Instance detailed record. Move the ho... Closed
relates to UIIN-803 Instance detailed record. Holdings ac... Closed
relates to UIIN-37 Search requirements for Instance, hol... Closed
relates to UXPROD-869 Advanced Search (within apps) Closed
relates to UXPROD-978 Filters to select Instance records fo... Closed
relates to UXPROD-2184 DRAFT - Filters to select MARC record... Closed
relates to UXPROD-1941 Wait for POC of Elastic Search. Front... Draft
Epic Link: Inventory
Analysis Estimate: Large < 10 days
Analysis Estimator: Charlotte Whitt
Front End Estimate: Large < 10 days
Front End Estimator: Niels Erik Nielsen
Front-End Confidence factor: Medium
Back End Estimate: XXL < 30 days
Back End Estimator: Niels Erik Nielsen
Estimation Notes and Assumptions: This poses substantial performance issues - potentially requiring fundamental changes to the current implementation of search technologies.
Development Team: Prokopovych
PO Rank: 140
PO Ranking Note: 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.
Rank: Chalmers (Impl Aut 2019): R2
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R1
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 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 In Progress )

Overview diagram (wip): Overview - UXPROD-140 Closed 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 Closed ) 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 Closed ) so it could be incorporated into additional apps (like Users and Requests) with marginal development effort.



 Comments   
Comment by Cate Boerema (Inactive) [ 05/Dec/18 ]

Removing Q1 2019 fix version due to limited capacity in Q1 2019.

Comment by Charlotte Whitt [ 22/Jan/19 ]

Note to self: Example doc (Danish Union Catalogue) - http://www.danbib.dk/sites/default/files/docs/DBC1-attributter.htm

Comment by Marc Johnson [ 26/Jun/19 ]

Charlotte Whitt Cate Boerema

The UX sketches associated with this feature suggest that this feature includes:

  • the ability to define, store and use search templates
  • the ability to search within inventory for fields in related records, including orders and loans

Does this reflect the scope of this feature?

If so, are there any sketches for defining search templates?

Comment by Cate Boerema (Inactive) [ 26/Jun/19 ]

Charlotte is still reviewing requirements with the MM SIG. Once we have those requirements, I think we should look at them together with search bug fixes and enhancement coming out of search fest and decide which changes offer the most bang for our buck because I don't think we'll be able to get it all done this quarter.

Comment by Cate Boerema (Inactive) [ 19/Sep/19 ]

Charlotte Whitt there are a bunch of "relates to" links. I just want to make sure, those are just related. The stories you actually want done as part of this feature are linked as "is defined by".

Comment by Cate Boerema (Inactive) [ 07/Oct/19 ]

Hi Charlotte Whitt. Looks like you've got some stories in here. Please take a look at the filtered scrumboard and make sure they are in the order you'd like to have them developed and all have a priority set.

https://folio-org.atlassian.net/secure/RapidBoard.jspa?rapidView=79&projectKey=MODINVSTOR&view=planning.nodetail&quickFilter=571

Please also reach out to Oleksiy to get you on the calendar for grooming this week if possible. Thanks!

Comment by Charlotte Whitt [ 09/Oct/19 ]

Hi Cate Boerema - I have many more stories in, than the ones listed in the filter above.
How can I get them added to the filter for prioritization?

Comment by Cate Boerema (Inactive) [ 09/Oct/19 ]

They need to have Dev team = Core Functional, be a user story or a bug, be linked to UXPROD-140 Closed and not be in DRAFT state

Let me know if you are still having problems

Comment by Charlotte Whitt [ 09/Oct/19 ]

Thanks Cate Boerema - some of my stories didn't have Core Functional as dev. team, and one was only set to be draft. All fixed and the backlog is prioritized.

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