Inventory (UXPROD-785)

[UXPROD-3513] Inventory Elastic Search (Morning Glory): Timebox for Priority Inventory Search and Filter Enhancements Created: 17/Jan/22  Updated: 13/Jun/22  Resolved: 13/Jun/22

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Morning Glory (R2 2022)
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Charlotte Whitt
Resolution: Done Votes: 0
Labels: Showstopper-5Colleges, Showstopper-MichiganState, elastic-search, inventory, metadatamanagement, r1-highlight, search_enhancements
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-3641 Inventory Elastic Search (Nolana): Ti... Closed
Continues
continues UXPROD-2712 Inventory Elastic Search (Lotus): Tim... Closed
Defines
is defined by FOLIO-2573 Paused due to POC of Elastic Search. ... Closed
is defined by MSEARCH-152 Add Identifiers (all) search option f... Closed
is defined by MSEARCH-182 Implement search across all propertie... Closed
is defined by MSEARCH-184 Implement retrieving holdings ids as ... Closed
is defined by MSEARCH-282 Implement normalized search option fo... Closed
is defined by MSEARCH-341 ISSN search: Include Linking ISSN in ... Closed
is defined by UIIN-911 Inventory. Search by Holdings UUID (H... Closed
is defined by UIIN-912 Inventory. Search by Item UUID (Item ... Closed
is defined by UIIN-1207 Filter instance records by Instance s... Closed
is defined by UIIN-1208 Search. Instance. Search option for O... Closed
is defined by UIIN-1234 Search by ISSN - enhance search to in... Closed
is defined by UIIN-1243 Inventory. Search. Enhance keyword se... Closed
is defined by UIIN-1347 Filter holdings records by Holdings type Closed
is defined by UIIN-1365 Paused due to POC of Elastic Search. ... Closed
Relates
relates to UIIN-112 Search: Targeted Search Options - 2nd... In Progress
relates to UIIN-850 Inventory search. Instance segment. L... In Progress
relates to UIIN-851 Inventory search. Holdings segment. L... In Progress
relates to UIIN-852 Inventory search. Item segment. List ... In Progress
relates to MODINVSTOR-530 Create a database supported search in... Closed
relates to UIIN-759 Inventory search. Create filter optio... Closed
relates to UIIN-760 Inventory search. Create filter optio... Closed
relates to UIIN-761 Inventory search. Create filter optio... Closed
relates to UXPROD-869 Advanced Search (within apps) Closed
relates to UXPROD-2276 Extend the keyword index. Add barcode... Closed
relates to UXPROD-3519 mod-search - Morning Glory - 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
Front-End Confidence factor: 90%
Back End Estimate: Medium < 5 days
Back-End Confidence factor: 90%
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:


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