Inventory (UXPROD-785)

[UXPROD-3946] Inventory Elastic Search (Poppy): Timebox for Priority Inventory Search and Filter Enhancements Created: 04/Jan/23  Updated: 25/Jan/24

Status: Open
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Inventory

Type: New Feature Priority: P3
Reporter: Charlotte Whitt Assignee: Khalilah Gambrell
Resolution: Unresolved 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-3709 Inventory Elastic Search (Orchid): Ti... Closed
Defines
is defined by MSEARCH-661 LCCN normalization for Inventory sear... Open
is defined by UIIN-1942 Add barcode to Keyword search in Inve... Closed
is defined by MSEARCH-448 Create search index for filtering on ... Closed
is defined by MSEARCH-462 Implement normalized search option fo... Closed
is defined by STCOM-1180 CLONE - Implement Advanced search modal Closed
is defined by STSMACOM-767 CLONE - Implement Advanced search modal Closed
is defined by UIIN-775 Inventory. Search by Holdings Accessi... Closed
is defined by UIIN-776 Inventory. Search by Item Accession n... Closed
is defined by UIIN-778 Inventory. Search by Holdings Copy nu... Closed
is defined by UIIN-779 Inventory. Search by Item Copy number... Closed
is defined by UIIN-780 Filter Item records by Loan type, per... Closed
is defined by UIIN-781 Filter Item records by Loan type, tem... Closed
is defined by UIIN-782 Filter Item records by Request status Closed
is defined by UIIN-783 Filter Item records by Loan date (da... Closed
is defined by UIIN-787 Filter Item records by Item status da... Closed
is defined by UIIN-1027 Filter item records by Call number ty... Closed
is defined by UIIN-1028 Filter holdings records by Call numbe... Closed
is defined by UIIN-1043 Search. Implement search using mask o... Closed
is defined by UIIN-1348 Filter holdings records by ILL policy Closed
is defined by UIIN-1920 Implement Advanced search modal Closed
is defined by MSEARCH-362 BE: Inventory. Keyword search should ... Draft
is defined by MSEARCH-447 Inventory search | Title search | Su... Draft
is defined by UIIN-525 Basic search: Titles with thousand se... Draft
is defined by MSEARCH-446 Search on Notes (all) does not includ... Draft
is defined by MSEARCH-662 LCCN normalization for Inventory sear... Blocked
is defined by UIIN-762 Filter instance records by Previously... Blocked
is defined by UIIN-2245 LCCN normalization for Inventory sear... In Refinement
is defined by UIIN-2755 LCCN normalization for Inventory sear... In Refinement
is defined by UIPFI-135 LCCN normalization for Inventory sear... In Refinement
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
Epic Link: Inventory
Analysis Estimator: Charlotte Whitt
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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