2021-08-23 - Inventory Search Improvements Meeting

Owned by Magda Zacharska
Last updated: Aug 23, 2021 by Laura E DanielsVersion comment
3 min read

Attendees: Magda Zacharska Natascha Owens Laura E Daniels Kimberly Pamplin Charlotte Whitt Monica Arnold

Note-taker:  Kimberly Pamplin

Recording: https://vod.video.cornell.edu/media/Inventory+Search+Improvements+Working+Group/1_5q3lc6bp

Agenda:

  • Update from dev:
    • Re-indexing update
    • Primary contributor search
    • Search by all inventory records properties
    • Review 
      • Identifiers (all) search for holdings
      • Identifiers (all) search for items
      • Circulation notes search for items
  • Use cases overview:
    • Search by contributor and title
    • Search by primary contributor and title
  • Existing pain points (examples provided by librarians)


Notes

Re-indexing Update

  • Juniper is now fully indexed, and ES searches should go to all inventory records.
  • May have broken the snapshot environment but should be resolved shortly.
  • Reacting to changes that are being made to Kafka configuration.

Primary Contributor Search

  • Searching by primary contributor only.
  • Filtering by primary contributor is a Boolean search.
  • In Insomnia: Contributors = “Steinbeck, John, 1902-1968” AND contributors.primary = true

Search by All Inventory Records Properties

  • This is doable and have created a proof of concept. 
  • Did not want to make as part of already existing keyword search as performance will be impacted.
  • mod-search / MSEARCH-168
  • Next spring
  • Difficult to determine the relevancy; probably not able to rely on return ranking
  • Once they have findings will meet and discuss.

Review

  • Identifiers (all) search for holdings
    • Functionality added in backend at this point. In Insomnia:
      • holdingIdentifiers all “formerId”
      • holdingIdentifiers all “h000000000009”
  • Identifiers (all) search of items
    • itemIdentifiers all “formerItem*”
    • itemIdentifiers all “it115” -- (HRID)
    • itemIdentifiers all “AN7766” -- (Accession #)

Circulation notes search for items

  • circulationNotes.note all “*”
  • Notes in the item record
  • Example in Bugfest-Juniper:
    • Inventory
    • Location UC/HP/SPCL/Rosen
    • 100 Contemporary American Jewish painters and sculptors
    • Open item > edit > scroll down > Add check in / check out note
    • Choose Type: “Check in note” or “Check out note”
  • All notes search should also include circulation notes whether public or staff.
  • itemPublicNotes all “*” – If circulation note is not marked as staff only should it be included in public notes?
    • Yes, because it is a type of public note.
    • Will also be consistent.
  • Would you ever search by circulation notes only?
    • Yes, verifying consistency.
  • Staff notes are being searched as part of all notes. Do not have a search by staff notes only.
    • Can add if strong requirement, but discussed previously and do not currently have use case.

Use Cases Overview (29 min. after).

  • Search by contributor and title.
    • Already implemented.
    • Insomnia
      • title all “Tree grows” AND contributors all smith
      • 7 instances; in all Betty Smith is the contributor and the title is Tree Grows in Brooklyn
  • Search by primary contributor and title.

Existing Pain Points: Call Number Browse (38 min. after)

  • Currently a huge pain point (Cornell)
  • Catalogers need to browse with every title that is cataloged to verify that the assigned call numbers works.
  • Need to browse all cataloged materials that have been assigned a call number, seeing what comes before and after.
  • Cannot currently present as browse list
  • Want to be able to do a call number search and a call number browse
    • If searching something like PG 637. I88O, only want anything with that exact call number to appear.
    • If browsing want to see what comes before it and what comes after it, in context.
  • Possible to have an extra "browse button" ? 
    • Browse on not just call numbers, but names, etc.
  • Cornell’s site has call number search and call number browse.
    • https://newcatalog.library.cornell.edu/
    • Can keep going forward and backward.
    • Would be fine with it not being infinite; can’t imagine someone searching something in PG1 if they wanted something in PG2.
  • In staff search would not want to have to go to record and click to browse, would just want to perform a browse.
  • May want to gray out the button when it is not relevant to the search.
    • Define what properties would like to be browsable
  • FOLIO supports call number shelf order for Library of Congress.
  • Shelving order element used to sort, but not what would be wanted to search / enter for browse.
  • effectiveShelvingOrder is normalized so that it will sort correctly; has extra characters to make sure things are in the correct order. Want to display the actual call number.

From Charlotte Whitt to Everyone:  09:53 AM

The work we did within UXPROD-2002

  • For e.g.:
    • Effective call number string : PG637.S28 1991 c.1
    • Shelving Order: PG 3637 S28 41991 C 11 – (If you have a list and sort, this allows sorting in the proper order)
  • When you input a call number, FOLIO creates a normalized call number for it.

From Mark Arnold to Everyone:  09:56 AM

query=effectiveShelvingOrder>="QA*" and effectiveShelvingOrder<"QB*" &limit=1000

  • Will return to this next time.


If you have other pain points, please free to add them to the list or mention in Slack.

September 6 is Labor Day in the US. Will send a survey in Slack for best day to meet next.