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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
    </build-info>

<item>
            <title>[UXPROD-2806] Create Elasticsearch indexes for Inventory search</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2806</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;:&lt;/p&gt;

&lt;p&gt;The existing inventory search does not provide enough flexibility in building the search criteria, does not perform as expected when searches in large collection takes long to return the data.  Also, in searches that have more than 1000 records fulfilling the search, the count of the matching records is incorrect. &lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;br/&gt;
Searches against inventory instances, holdings and items: &lt;/p&gt;

&lt;div class=&apos;table-wrap&apos;&gt;
&lt;table class=&apos;confluenceTable&apos;&gt;&lt;tbody&gt;
&lt;tr&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;&lt;b&gt;Instance&lt;/b&gt;&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;&lt;b&gt;Holdings&lt;/b&gt;&lt;/th&gt;
&lt;th class=&apos;confluenceTh&apos;&gt;&lt;b&gt;Items&lt;/b&gt;&lt;/th&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Keyword search  (title, contributor, identifier)&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Effective location&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Item Status&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Effective location&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Holdings permanent location&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Effective location&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Language&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Suppress from discovery&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Holdings permanent location&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Resource type&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Material type&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Format&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Suppress from discovery&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Mode of issuance&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Nature of content&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Staff suppress&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Suppress from discovery&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Date created (from, to)&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Date updated (from, to)&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;Source&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;td class=&apos;confluenceTd&apos;&gt;&amp;nbsp;&lt;/td&gt;
&lt;/tr&gt;
&lt;/tbody&gt;&lt;/table&gt;
&lt;/div&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;

&lt;ol&gt;
	&lt;li&gt;Other than inventory records searches&lt;/li&gt;
	&lt;li&gt;Updates to existing inventory search.&lt;/li&gt;
&lt;/ol&gt;


&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;1. Define mappings that will determine &lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;which fields should be treated as full text search fields&lt;/li&gt;
	&lt;li&gt;which fields contain numbers and dates and their format&lt;/li&gt;
	&lt;li&gt;custom rules for dynamically added fields&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;2. Define approach to text analysis (tokenization and normalization) &lt;/p&gt;

&lt;p&gt;&lt;b&gt;Links to additional info&lt;/b&gt;&lt;/p&gt;

&lt;ul&gt;
	&lt;li&gt;See tech council discussion on Oct 14: &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/TC/2020-10-14+Meeting+notes&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/TC/2020-10-14+Meeting+notes&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;Search design discussion: &lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/DD/Search&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://folio-org.atlassian.net/wiki/display/DD/Search&lt;/a&gt;&lt;/li&gt;
	&lt;li&gt;Draft search planning: &lt;a href=&quot;https://docs.google.com/document/d/1enxt2ZRwwVXzo9m1Ghl2tcBW6QxFJzlr6wIGAfTO7x4/edit#heading=h.gtly99rhjpm9&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://docs.google.com/document/d/1enxt2ZRwwVXzo9m1Ghl2tcBW6QxFJzlr6wIGAfTO7x4/edit#heading=h.gtly99rhjpm9&lt;/a&gt;&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;</description>
                <environment></environment>
        <key id="11588">UXPROD-2806</key>
            <summary>Create Elasticsearch indexes for Inventory search</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="11864">UXPROD-2591</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b">Magda Zacharska</assignee>
                                                                <reporter accountid="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b">Magda Zacharska</reporter>
                                    <labels>
                            <label>r1-2021-at-risk</label>
                    </labels>
                <created>Tue, 10 Nov 2020 16:24:57 +0000</created>
                <updated>Mon, 17 Jan 2022 17:11:29 +0000</updated>
                            <resolved>Mon, 19 Apr 2021 21:46:42 +0000</resolved>
                                                    <fixVersion>R1 2021</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>7</watches>
                                                                <comments>
                                                            <comment id="17699" author="70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8" created="Wed, 9 Dec 2020 19:46:35 +0000"  >&lt;p&gt;Five College  Showstopper based the complexity of our locations &lt;/p&gt;</comment>
                                                            <comment id="17700" author="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b" created="Wed, 9 Dec 2020 23:05:41 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Aa31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; class=&quot;user-hover&quot; rel=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; data-account-id=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; accountid=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; rel=&quot;noreferrer&quot;&gt;Steve Bischof&lt;/a&gt; could you provide some use cases where the current implementation of Inventory search is insufficient for Five Colleges&apos; needs?&lt;/p&gt;</comment>
                                                            <comment id="17701" author="557058:b787c0f1-34df-41c2-8585-c4aed346caec" created="Thu, 10 Dec 2020 21:43:01 +0000"  >&lt;p&gt;Chicago - The issue for us is around needed improvements to search and search results in Inventory, many of which have become tied to Elasticsearch implementation. The problem with search in Inventory is that there are many cases where the available identifying text is not enough distinguish between the results. Without those needed improvements, we will be having some difficult conversations about whether we can support our workflows.&lt;/p&gt;</comment>
                                                            <comment id="17702" author="557058:8629b273-56f1-466d-b7c7-5cbac0c3379b" created="Fri, 11 Dec 2020 18:39:11 +0000"  >&lt;p&gt;The initial implementation of Elasticsearch for inventory does not mean to replace the existing Inventory search but add additional option for the user.  &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=70121%3Aa31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; class=&quot;user-hover&quot; rel=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; data-account-id=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; accountid=&quot;70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8&quot; rel=&quot;noreferrer&quot;&gt;Steve Bischof&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Ab787c0f1-34df-41c2-8585-c4aed346caec&quot; class=&quot;user-hover&quot; rel=&quot;557058:b787c0f1-34df-41c2-8585-c4aed346caec&quot; data-account-id=&quot;557058:b787c0f1-34df-41c2-8585-c4aed346caec&quot; accountid=&quot;557058:b787c0f1-34df-41c2-8585-c4aed346caec&quot; rel=&quot;noreferrer&quot;&gt;Tod Olson&lt;/a&gt; if this is showstopper for your institutions please provide use cases so we can prioritize.  &lt;/p&gt;</comment>
                                                            <comment id="17703" author="70121:a31d4ba3-9798-45a5-86bc-fc2d931698b8" created="Fri, 11 Dec 2020 18:47:14 +0000"  >&lt;p&gt;Probably the most obvious use case for Five Colleges is limiting by location in combination with things like identifiers, title, author.   With multiple cataloging, acquisition and circulation units, this becomes a critical tool for finding the appropriate instance/holding/item  &lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10000">
                    <name>Blocks</name>
                                            <outwardlinks description="blocks">
                                        <issuelink>
            <issuekey id="81714">FOLIO-2573</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="56169">MODINVSTOR-683</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="48315">UIIN-1049</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="48264">UIIN-1070</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="48477">UIIN-1258</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11388">UXPROD-2276</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11675">UXPROD-2687</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11661">UXPROD-2712</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="56187">MODINVSTOR-692</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="48760">UIIN-1365</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11422">UXPROD-2369</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="11469">UXPROD-2623</issuekey>
        </issuelink>
            <issuelink>
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                                <customfieldvalue key="10151"><![CDATA[Falcon]]></customfieldvalue>

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                        <customfieldname>Epic Link</customfieldname>
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                            <customfieldvalue key="$xmlutils.escape($text)">Elasticsearch</customfieldvalue>
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                                <customfieldvalue key="10100"><![CDATA[XXL < 30 days]]></customfieldvalue>

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                        <customfieldname>Front-End Confidence factor</customfieldname>
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                                <customfieldvalue key="10107"><![CDATA[Low]]></customfieldvalue>

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                <customfield id="customfield_10019" key="com.pyxis.greenhopper.jira:gh-lexo-rank">
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                                                                                            <customfield id="customfield_10071" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: 5Colleges (Full Jul 2021)</customfieldname>
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                                <customfieldvalue key="10223"><![CDATA[R1]]></customfieldvalue>

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                        <customfieldname>Rank: Chicago (MVP Sum 2020)</customfieldname>
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                                                                <customfield id="customfield_10069" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Cornell (Full Sum 2021)</customfieldname>
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                                <customfieldvalue key="10213"><![CDATA[R1]]></customfieldvalue>

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                                                                <customfield id="customfield_10070" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: Duke (Full Sum 2021)</customfieldname>
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                                <customfieldvalue key="10218"><![CDATA[R1]]></customfieldvalue>

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                        <customfieldname>Rank: GBV (MVP Sum 2020)</customfieldname>
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                        <customfieldname>Rank: Lehigh (MVP Summer 2020)</customfieldname>
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                        <customfieldname>Rank: TAMU (MVP Jan 2021)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10315"><![CDATA[R2]]></customfieldvalue>

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                                                                                            <customfield id="customfield_10091" key="com.atlassian.jira.plugin.system.customfieldtypes:select">
                        <customfieldname>Rank: U of AL (MVP Oct 2020)</customfieldname>
                        <customfieldvalues>
                                <customfieldvalue key="10325"><![CDATA[R2]]></customfieldvalue>

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                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            <customfield id="customfield_10095" key="com.atlassian.jira.plugin.system.customfieldtypes:float">
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                            <customfieldvalue>16.0</customfieldvalue>
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                        <customfieldname>Showstopper Capacity Planning Team Recommendation</customfieldname>
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                            <customfieldvalue>&amp;nbsp;</customfieldvalue>

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                        <customfieldname>Showstopper Comments from Summer 2021 Implementers</customfieldname>
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                            <customfieldvalue>[Steven from Five Colleges: Five College Showstopper based the complexity of our locations] [Magda responded to Steven:  Hi Steven Bischof could you provide some use cases where the current implementation of Inventory search is insufficient for Five Colleges&amp;#39; needs?] [Tod from Chicago:  The issue for us is around needed improvements to search and search results in Inventory, many of which have become tied to Elasticsearch implementation. The problem with search in Inventory is that there are many cases where the available identifying text is not enough distinguish between the results. Without those needed improvements, we will be having some difficult conversations about whether we can support our workflows.][Shawn &amp;amp; Kay from MI St U.  Need efficient search to enable pre-order work, adding cataloging to complicated sets, such as government documents.]</customfieldvalue>

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                        <customfieldname>Showstopper December 11 Meeting Summary</customfieldname>
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                            <customfieldvalue>UPDATE:  This feature was changed to NOT be a showstopper given a thin-thread version of &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2712&quot; title=&quot;Inventory Elastic Search (Lotus): Timebox for Priority Inventory Search and Filter Enhancements&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-2712&quot;&gt;&lt;strike&gt;UXPROD-2712&lt;/strike&gt;&lt;/a&gt; is the actual showstopper.&lt;br/&gt;
The understanding by the implementers is that this feature needs to be completed before they can the improved searching that they need (as described in &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2712&quot; title=&quot;Inventory Elastic Search (Lotus): Timebox for Priority Inventory Search and Filter Enhancements&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-2712&quot;&gt;&lt;strike&gt;UXPROD-2712&lt;/strike&gt;&lt;/a&gt;).  Right now users cannot tell the difference between an ebook and a regular book.  Magda, the PO, pointed out that this feature is to implement Elasticsearch in addition to the existing search-it will not be integrated as part of R1 2021.  So, we need to figure out what the Iris summer 2021 implementers REALLY need.  Charlotte recommends that we look at the user stories that define &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2712&quot; title=&quot;Inventory Elastic Search (Lotus): Timebox for Priority Inventory Search and Filter Enhancements&quot; class=&quot;issue-link&quot; data-issue-key=&quot;UXPROD-2712&quot;&gt;&lt;strike&gt;UXPROD-2712&lt;/strike&gt;&lt;/a&gt; and decide which ones are &amp;#39;showstoppers&amp;#39;.  We will move the &amp;#39;showstoppers&amp;#39; to a separate UXPROD feature and estimate that work.  This feature would be re-planned for R2 2021.</customfieldvalue>

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                        <customfieldname>Showstopper for Summer 2021 Implementers?</customfieldname>
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                                <customfieldvalue key="10345"><![CDATA[No]]></customfieldvalue>

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                        <customfieldname>Sprint</customfieldname>
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                        <customfieldname>[CHART] Date of First Response</customfieldname>
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