Inventory (UXPROD-785)

[UXPROD-3709] Inventory Elastic Search (Orchid): Timebox for Priority Inventory Search and Filter Enhancements Created: 13/Jun/22  Updated: 21/Mar/23  Resolved: 20/Feb/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Orchid (R1 2023)
Parent: Inventory

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

Issue links:
Cloners
clones UXPROD-3641 Inventory Elastic Search (Nolana): Ti... Closed
is cloned by UXPROD-3946 Inventory Elastic Search (Poppy): Tim... Open
Defines
is defined by UIIN-2275 Inventory. Investigate. Subject searc... 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 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
Release: Orchid (R1 2023)
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:



 Comments   
Comment by Khalilah Gambrell [ 13/Feb/23 ]

Hey Charlotte Whitt - should this feature move to another release?

Comment by Charlotte Whitt [ 14/Feb/23 ]

No Khalilah Gambrell, this is work In progress

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