Analysis: Separate indexes for holdings & items

Analysis: Separate indexes for holdings & items

Contents

Overview

Currently, Inventory Search is Instance-centric; results returned in all tabs - Instance, Holdings, Item - are the Instance record. This makes it difficult to:

  • Identify a specific holdings or item in an Instance, especially when there are large numbers of each record. For example, users have to search the Instances, which will return the items in the Instance detail view and users have to page through the list of items. If there are hundreds or even thousands of items, this becomes very cumbersome and challenging

  • In ECS, often the user is searching within the context of their own tenant; they want to find specific items that they hold, such as if any items have a status of “Missing”; currently, search will return all instances that have holdings from my tenant and/or any item with a status of “Missing”

  • In ECS, currently can’t reliably open the item record from an exact match search (such as by barcode)

  • Produce a list of relevant items and export the corresponding UUIDs

  • Support cross-app item look-up component

Originally, we investigated whether implementing nested objects was the most feasible option to support these use cases (see https://folio-org.atlassian.net/browse/UXPROD-4906 ) . However, the results of that spike found that a potential alternative to create separate indexes for holdings and items.

Currently, the solution for separate indexes for holdings and items is being investigated in https://folio-org.atlassian.net/browse/ARCH-326 .

Relevant links summary:

Use cases & related links

Record-specific results list

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Combining holdings-facets & item-level facets

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ARCH326_ECS Use case (1).webm

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Open exact match item record in ECS

Relevant links

https://folio-org.atlassian.net/browse/UIIN-3520

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Returning item/holdings UUIDs that match search criteria

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Cross-app item lookup components

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