2021-08-23 - Inventory Search Improvements Meeting

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

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.