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.

• 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.

• 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.