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Table of Contents

Scope

In order to address issues related to To address the poor performance of the Inventory appinventory search, the Technical Council decided during the meeting in October 2020 to implement an alternative  Inventory search using Elastic searchrecommended to investigate  a possible Elasticsearch implementation.   The scope of the work was determined to include following deliverables for the Iris release

Back-end:

  • Sending update notification messages from inventory and source record storage (SRS)
  • Providing Inventory and SRS APIs for fetching view for indexing by ids
  • Extract common library for using it in other modules
  • Build infrastructure necessary to support Elasticsearch

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In December 2020 it was determined that sending update notification messages from source record storage (SRS) are search is out of scope for Elasticsearch  the Elasticsearch POC and it became a separate feature (UXPROD-2791)

Delivered functionality

The work delivered by Falcon team as a part of the Iris release includes:

Back-end:

  • Sending add/update/delete notification messages from Inventory
  • Built Search APIs for searching and faceting
  • Combined instances + holding + items into a single index
  • Implemented re-index process for existing inventory DB
  • Spring base implementation that supports:
    • Up to five language-specific analyzers configured on the tenant level
    • Near real-time inserts, updates and deletions
    • Boolean operators (AND, OR, NOT)
    • Nested search using brackets
    • All or Any keyword search
    • Exact phrase search
    • Left-, right-hand truncation, wildcards searches in some fields

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  • Added Elasticsearch cluster to CI/CD and set it up on the reference environments
  • Updated existing Kafka cluster configuration
  • Introduced option of setting up performance testing environment in the community


As the a result of , the work, following search options and filters are supported:

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The evaluation of the POC took place from April 5th to April 9th, 2021 and it was conducted in the the Bugfest environment (~8 millions records) by eEight eight evaluators representing:

  • Chicago University (2 participants)

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  • Duke University

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  • Missouri State University (2 participants)

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  • Simmons University

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  • EBSCO

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  • Index Data

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Almost all evaluation happened was conducted trough UI.  75% of those who participate, found the implementation POC successful but all participants saw the room for improvements. The team addressed following issues that were raised:

Issue

Solution

Noisy search results

Implemented searches supporting keyword “all” or “any” limiting the number of matches: MSEARCH-91

Expected results not found

All provided examples were related to the special characters in the Title that were searched using ASCII representation.  The problem will be addressed in scope of  MSEARCH-67

Bug in sorting by title

MSEARCH-99

Support phrase search

MSEARCH-92

Ranking refinement

Refinement of the default ranking system will require further analysis to be in the scope of a separate feature

Discrepancy in saving UUIDs from Action menu

MSEARCH-93and UISEES-58

UI enhancements and bugfixes

UISEES-47, UISEES-57, UISEES-61, UISEES-62, UISEES-48, UISEES-49

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  • Expected to perform complex queries of multiple fields and across record types (including MARC fields).
  • Expected a different UI more like a catalog or discovery system advanced search.
  • Expected support for additional operators (not equal to, starts with, etc.).
  • UI not user friendly.
  • Preferred a simple left-anchored search than the provided relevancy ranking

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