Date

02 Jul 2020

Attendees

Discussion Items

Time	Item	Who	Description	Goals/Info
2min	Administrivia	Andrea Loigman		Notetaker - David Bottorff New convener coming!! - Jana Freytag
10min	Searching	Andrea Loigman	Cross-app searching - homework/thought exercise UXPROD-858 - Getting issue details... STATUS	The cross-app sub-group (RM/MM) has been working on a feature they are now calling pre-order searching. Does RA have any similar needs? UXPROD-2243 - Getting issue details... STATUS
20min	Searching	Cate Boerema (Deactivated)	Query search on Users and Requests (discussion continued)	Follow up on User Searching: 1. Improved/"Fielded" searching in User app - https://issues.folio.org/browse/UXPROD-2092 and 2. Boolean/Query Search for Users - https://issues.folio.org/browse/UXPROD-1015 Per RA SIG discussion on 29-06-2020, Fielded search is more important than Boolean/query search. Can you please review your rankings? Boolean search is being ranked higher at the moment. Per discussion last time, the most common use case is to search by user first and last name. Given that is now supported in the Keyword field, is Fielded search still must-have for go-live? If so, why? If not, ppl should review rankings. How does this related to Advanced Search (Within Apps) https://issues.folio.org/browse/UXPROD-907? Is this feature redundant now? Request Searching: Last time we said that Requests should have fielded search for consistency and that, as with users, fielded search would be more important than boolean search. I have added a new UXPROD for this. 1. Improved/"Fielded" searching in Requests app - https://issues.folio.org/browse/UXPROD-2560 2. Boolean/Query Search for Requests - https://issues.folio.org/browse/UXPROD-2458 Let's discuss this solution, review the wireframes etc. Does this seem important? What types of searches might you conduct using this capability?

Meeting Outcomes

Functional Area	Product Owner	Planned Release (if known)	Decision Reached	Reasoning	Link to supporting materials
e.g. loans, fees/fines	Name	e.g. Q4 2018, Q1 2019	Clearly stated decision	Because... Because...	e.g. mock-up, JIRA issue

Notes

Notetaker: David Bottorff (Chicago)
Andrea stepping down as convener after 4 years; Jana will take over as convener

Andrea will remain on SIG; timing of handoff not yet determined

Cross-app searching group has been working on pre-order searching as part of a larger cross-app searching need; Andrea and Erin met with subgroup.

Thought exercise: What examples of cross-app searching might be needed?
For example, pre-order searching would be great to see requests, item status, etc.
Are there other places we see a need for cross-app searching?
Cate-might be interesting to see demos of mockups/storyboards
Shoot Andrea ideas and next Thursday we can talk about it together, and will see if Dennis can join us for demo
Consider both cross-app within RA alone as well as cross-app for apps outside of RA

Are we meeting on Monday? YES
Cate-Improved fielded searching and Boolean searching in Users app

As of now ranking of Boolean is higher than fielded-you may want to revisit your rankings.
Are either of them critical for go-live? if keyword search by name, email, external ID all work Fielded includes explicit truncation

Requests what are the most important use cases for searching requests?

David: patron (patron barcode?), item barcode
Andrea: search by title
fielded explicit truncation is not as important in Users but still important

Advanced searching within apps, via query logic, etc.? is this old or redundent?

is this a pre-LDP concept?
Allows for boolean, etc.
we have SQL searching in inventory, and tickets in place for users and RA
We believe this is duplicative and can be closed

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