Inventory (UXPROD-785)

[UXPROD-2712] Inventory Elastic Search (Lotus): Timebox for Priority Inventory Search and Filter Enhancements Created: 01/Oct/20  Updated: 24/Mar/22  Resolved: 16/Feb/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Lotus (R1 2022)
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Done Votes: 1
Labels: Showstopper-5Colleges, Showstopper-MichiganState, cap-mvp-split, elastic-search, inventory, metadatamanagement, po-mvp, r1-highlight, search_enhancements
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by UXPROD-2806 Create Elasticsearch indexes for Inve... Closed
is blocked by UXPROD-3046 NFR: Inventory. Swap from search tool... Closed
is blocked by UXPROD-3430 Inventory. Implement Facets on filter... Closed
Continues
is continued by UXPROD-3513 Inventory Elastic Search (Morning Glo... Closed
Defines
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 UIIN-785 Filter Item records by Date created Closed
is defined by UIIN-786 Filter Item records by Date updated Closed
is defined by UIIN-789 Filter Holdings records by Date created Closed
is defined by UIIN-790 Filter Instance records by Date updated Closed
is defined by UIIN-791 Filter Holdings records by Date updated Closed
is defined by UIIN-1918 Search. Holdings segments. Search opt... Closed
is defined by UIIN-1919 Search. Item segment. Search option f... Closed
is defined by MSEARCH-169 Support normalized search for call nu... Closed
is defined by MSEARCH-193 Statistical code facet for instances... Closed
is defined by MSEARCH-219 Filter holdings by Date created Closed
is defined by MSEARCH-220 Filter holdings by Date updated Closed
is defined by MSEARCH-221 Filter item by Date created Closed
is defined by MSEARCH-222 Filter item by updated date Closed
is defined by MSEARCH-285 Separate Statistical code facets for ... 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-792 Filter instance records by Statistica... Closed
is defined by UIIN-793 Filter holdings records by Statistica... Closed
is defined by UIIN-794 Filter item records by Statistical code Closed
is defined by UIIN-1810 Filter Holdings records by Source Closed
is defined by UISEES-72 Holdings - Source filter/facet Closed
Relates
relates to MODINVSTOR-530 Create a database supported search in... Closed
relates to UXPROD-869 Advanced Search (within apps) Closed
relates to UXPROD-2874 Search in Inventory. Search option: A... Closed
relates to UXPROD-2184 DRAFT - Filters to select MARC record... Closed
relates to UXPROD-2332 Exporting instances fulfilling the se... Closed
relates to UXPROD-2443 Q3 2020 Timebox for Priority Inventor... Closed
relates to UXPROD-1941 Wait for POC of Elastic Search. Front... Draft
Epic Link: Inventory
Analysis Estimator: Charlotte Whitt
Front End Estimate: Medium < 5 days
Back End Estimate: Medium < 5 days
Development Team: Prokopovych
Kiwi Planning Points (DO NOT CHANGE): 36
PO Rank: 140
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: Grand Valley (Full Sum 2021): R1
Rank: hbz (TBD): R1
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: Leipzig (Full TBD): R1
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1
Showstopper for Summer 2021 Implementers?: Yes
Showstopper December 11 Meeting Summary: A thin-thread version of this feature has replaced the two formerly 'showstopper' at-risk Elasticsearch features.
Showstopper Capacity Planning Team Recommendation: 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)
Showstopper FOLIO Product Council Decision: 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 Closed 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:



 Comments   
Comment by Charlotte Whitt [ 15/Dec/20 ]

Hi Holly Mistlebauer - I chatted with Kristin Martin and Natascha Owens yesterday evening, and uChicago has no search stories as show stopper for R1 2021. I removed the label 'Showstopper-Chicago'

Comment by Charlotte Whitt [ 17/Dec/20 ]

Hi Anya - I noticed that both 5C and MSU has listed this feature as a showstopper. Will you be able to list up the individual stories associated with this feature, which would be the actual show stoppers. It will not be possible for the Core Functional team to do all 40-50 open stories by R1 2021.

Comment by Charlotte Whitt [ 17/Dec/20 ]

Hi Dennis Bridges - I noticed you added the label 'r1-highlight', which I'm not familiar with. What does that mean? I probably should know, and can easily have missed a Slack thread, where it was mentioned

Comment by Dennis Bridges [ 17/Dec/20 ]

Charlotte Whitt I was just working on a dashboard with Holly and this label provided a means of filtering for issues that are of high importance to the R1 implementers without needing to use the at-risk label.

Comment by Holly Mistlebauer [ 18/Dec/20 ]

Charlotte Whitt: Good news about Chicago! We just need to know which stories are 'showstoppers' for 5 Colleges and Michigan State, then the Capacity Planning Team will take a look and see if we can fit them in. Thanks...

Comment by Holly Mistlebauer [ 15/Jan/21 ]

Charlotte Whitt: Will there be any user stories added to R1 2021 for this feature? If so, please Slack me and let me know which ones are 'showstoppers' and in what order. Thanks...

Comment by Holly Mistlebauer [ 21/Jan/21 ]

MODINVSTOR-627 Closed is the only 'showstopper' for R1 2021. That user story has been removed as defining this feature.

Comment by Holly Mistlebauer [ 25/Jan/21 ]

Timeline from Capacity Planning meeting on 25 January...

1. We are currently working on a proof-of-concept (we did see some results in latest sprint demo).
2. The proof-of-concept will wind down in February.
3. At that point we will look at what worked well, what didn't, etc.
4. Then we will need to figure out how to implement this in inventory, and actually implement it.
5. After that we can start adding search features—this will most likely be sometime in April (subject to change).
6. We will have a basic package of ElasticSearch that can be used in other apps--doesn't need to be used for all searching, but would be nice to standardize.

In summary, this feature will be ready to be worked on in April at the earliest...

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