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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-3411] Add search functionality on Settings --&gt; Tenant --&gt; Location  Setup to make it easier to find records on the location hierarchy</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3411</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Current situation or problem&lt;/b&gt;: For libraries with long location lists, and/or many campuses, libraries, and locations, it&apos;s not always intuitive to know where a location actually sits in a hierarchy. You may have the location&apos;s FOLIO Name or code, but because FOLIO does not impose requirements on those fields, if the library itself doesn&apos;t indicate the hierarchy in the name or code, it may not be obvious where it is. FOLIO can advise implementers to include a hierarchy in the naming, but implementers aren&apos;t obligated to do so, and in fact may not realize the utility of that approach until after implementation.&lt;/p&gt;

&lt;p&gt;This can be frustrating for staff if they are trying to edit a location to correct an error or change a particular workflow, and there can be a lot of extra clicks or extra time spent in the interface trying to find a particular record. The information can be found if you are able to spend the time exploring Developer Tools to view underlying JSON, but that&apos;s not a reasonable expectation.&#160;&lt;/p&gt;

&lt;p&gt;This feature encompasses adding a search functionality to Settings &amp;gt; Tenant &amp;gt; Location Setup to allow for searching the location hierarchy by keyword.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;In scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;UI additions to Settings to allow for search functionality&lt;/li&gt;
	&lt;li&gt;Backend work to support location searching (if needed)&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Out of scope&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Changes to underlying institution/campus/library/location records to support search functionality&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;b&gt;Use case&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Proposed solution/stories&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;
    &lt;span class=&quot;jira-issue-macro&quot; data-jira-key=&quot;UX-513&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UX-513&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Improvements to UX design to add location search in FOLIO location hierarchy&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10318?size=medium&quot; /&gt;
            UX-513
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-complete jira-macro-single-issue-export-pdf&quot;&gt;Open&lt;/span&gt;
            &lt;/span&gt;
&lt;/li&gt;
&lt;/ul&gt;


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

&lt;p&gt;&lt;b&gt;Questions&lt;/b&gt;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Can we incorporate search directly into the UI, or do we need a modal?&lt;/li&gt;
	&lt;li&gt;Which fields should be searched on?&#160;
	&lt;ul&gt;
		&lt;li&gt;FOLIO Name&lt;/li&gt;
		&lt;li&gt;Code?&lt;/li&gt;
		&lt;li&gt;Discovery Display Name?&#160;&lt;/li&gt;
		&lt;li&gt;Description?&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;How are search results presented to the staffer? What happens if more than one result is found?&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="13321">UXPROD-3411</key>
            <summary>Add search functionality on Settings --&gt; Tenant --&gt; Location  Setup to make it easier to find records on the location hierarchy</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="13649">UXPROD-771</parent>
                                    <priority id="10003" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p4.svg">P4</priority>
                        <status id="10000" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Draft</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="63ca7ffe176040ff3bd287dd">Anne Ekblad</assignee>
                                                                <reporter accountid="5c48911b54e1e6466b11f38c">Erin Nettifee</reporter>
                                    <labels>
                            <label>enettifee-reviewed</label>
                    </labels>
                <created>Wed, 10 Nov 2021 17:30:39 +0000</created>
                <updated>Tue, 5 Sep 2023 16:55:45 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>2</watches>
                                                                <comments>
                                                            <comment id="15816" author="5af5e627525ba96b58654f12" created="Fri, 21 Apr 2023 14:03:57 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt; &lt;br/&gt;
I saw this in PC notes from yesterday. I still feel like this is more important than P4, especially as larger organizations try to manage their locations. &lt;/p&gt;

&lt;p&gt;Here&apos;s a thought, but I don&apos;t know if it would work in the context of the Settings pages. When a user first clicks the Location settings, they get a grid with 9 columns, for the name and code for each of the 4 levels plus status - basically a dynamic spreadsheet, sortable on all of the columns. They see all names and codes at once. If they need to find something, they can do ctrl-f and find it on the page, no matter how many or at what level of the hierarchy. &lt;/p&gt;

&lt;p&gt;For any particular cell, the value is a hotlink. When the user clicks that hotlink&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;If they have view-only permission, they see the details for that value&lt;/li&gt;
	&lt;li&gt;if they have edit permissions, they see and can edit the details for that value&lt;/li&gt;
	&lt;li&gt;Each value has a little record, instead of a row, like now
	&lt;ul&gt;
		&lt;li&gt;Name&lt;/li&gt;
		&lt;li&gt;Code&lt;/li&gt;
		&lt;li&gt;Created&lt;/li&gt;
		&lt;li&gt;Updated&lt;/li&gt;
		&lt;li&gt;What values does this one belong to higher in the hierarchy&lt;/li&gt;
		&lt;li&gt;Status&lt;/li&gt;
		&lt;li&gt;How many values are below this one in the hierarchy&lt;/li&gt;
		&lt;li&gt;e.g. for Campuses, which Institution does it belong to, and how many Libraries and Locations are under it&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;There&apos;s a Action menu at the top of the list that allows for&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;creating a new value&lt;/li&gt;
	&lt;li&gt;maybe exporting the whole list&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt; &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;a id=&quot;10054_thumb&quot; href=&quot;/rest/api/3/attachment/content/10054&quot; title=&quot;screenshot-1.png&quot; file-preview-type=&quot;image&quot; file-preview-id=&quot;10054&quot; file-preview-title=&quot;screenshot-1.png&quot;&gt;&lt;jira-attachment-thumbnail url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10054?default=false&quot; jira-url=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10054&quot; filename=&quot;screenshot-1.png&quot;&gt;&lt;img src=&quot;https://folio-org.atlassian.net/rest/api/3/attachment/thumbnail/10054&quot; data-attachment-name=&quot;screenshot-1.png&quot; data-attachment-type=&quot;thumbnail&quot; data-media-services-id=&quot;aded6e98-c448-4d84-a2a2-67dad701e93d&quot; data-media-services-type=&quot;file&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/jira-attachment-thumbnail&gt;&lt;/a&gt;&lt;/span&gt; &lt;/p&gt;</comment>
                                                            <comment id="15822" author="5c48911b54e1e6466b11f38c" created="Mon, 24 Apr 2023 15:10:11 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5af5e627525ba96b58654f12&quot; class=&quot;user-hover&quot; rel=&quot;5af5e627525ba96b58654f12&quot; data-account-id=&quot;5af5e627525ba96b58654f12&quot; accountid=&quot;5af5e627525ba96b58654f12&quot; rel=&quot;noreferrer&quot;&gt;Ann-Marie Breaux&lt;/a&gt; - thanks - I&apos;m not sure a tabular format would work for editing since you need the ability to create new values at each level of the hierarchy. &lt;/p&gt;

&lt;p&gt;I have not had any UX done with this and that is probably the next step. I&apos;ll see if Kimie has any cycles. I still am not sure this is higher than a P4, especially given that a UX redesign is probably going to be fairly complex. But I will see if we can start the UX cycle, at least.&lt;/p&gt;</comment>
                                                            <comment id="15825" author="5af5e627525ba96b58654f12" created="Tue, 25 Apr 2023 05:27:37 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt; - maybe - but if you make it so that each name and each code is a hotlink that opens the detail record for the particular location level, I think it could work. In any event, I&apos;ll leave it alone for now. Thank you!&lt;/p&gt;</comment>
                                                            <comment id="15828" author="557058:eb198214-3032-45c9-9781-9967c26deb3f" created="Wed, 17 May 2023 23:22:48 +0000"  >&lt;p&gt;id agree. This is a pain but locations, like most settings are not changed all that often. For the most part they fall on a few staff members that know the system and the conventions for their library. I agree this should be done but i think a P4 is fair. &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt; do you want to close #UXPROD-3489 as a duplicate? I frel both issues are the same and this one has more details.&lt;/p&gt;</comment>
                                                            <comment id="15831" author="5c48911b54e1e6466b11f38c" created="Mon, 22 May 2023 19:13:37 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3Aeb198214-3032-45c9-9781-9967c26deb3f&quot; class=&quot;user-hover&quot; rel=&quot;557058:eb198214-3032-45c9-9781-9967c26deb3f&quot; data-account-id=&quot;557058:eb198214-3032-45c9-9781-9967c26deb3f&quot; accountid=&quot;557058:eb198214-3032-45c9-9781-9967c26deb3f&quot; rel=&quot;noreferrer&quot;&gt;Thomas Trutt&lt;/a&gt; I don&apos;t know in the Cornell context if 3489 was meant to be about searching more than just locations - it&apos;s written more broadly.&lt;/p&gt;</comment>
                    </comments>
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