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Section 1 of 6
Elasticsearch POC
The purpose of this survey is to solicit your feedback on the current implementation of Elasticsearch for querying FOLIO's Inventory.  Your feedback will be a part of the recommendation that will be provided to the community as a result of the POC work.

The survey is grouped in following sections:  Keyword search,  Search Options, Boolean Search, Filters/Facets and General feedback.

As a part of the evaluation, please run your search in Inventory and Inventory ES  apps and note differences in the behavior.  Please emphasize preferred behavior.

Most of the questions below, unless not marked otherwise,  can be answered by searching using UI. If you are comfortable with using APIs and would prefer this way - please note in your comments if the tests were conducted by UI or Postman.

The Bugfest environment has been configured to support in addition to the default analyzer, also Arabic, Hebrew and Chinese languages. The role of the language specific analyzer is to provide language specific stop words and stemming.   If you are familiar with  any of those languages please provide your feedback for searches in them.

Please keep in mind that this is a POC so you might encounter bugs or unexpected behavior.  If you do, please include them in your feedback.  In the last section of this survey you will be able to upload any applicable f If you require any help, please reach out to Magda Zacharska via Slack.

The deadline for submitting your responses is April 9, 2021.


Thank you for your participation.  


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Section 2 of 6
Keyword search
The search box that is located on top of the search pane supports both keyword and search options.  If you type the term without specifying the inventory fields it will assume keyword search by titles, contributors or all identifiers.  If you feel comfortable using Postman, you can also search by sending request to /search/instances endpoint with query, for example:  keyword all <your search term>
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Please conduct a search by keyword, for example: water in Africa. Did the query return expected results?
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Yes
No
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or
add "Other"
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If you answered "No" to the previous question, please explain.
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Do you think that the query results were returned faster in Inventory ES?
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No
Maybe
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add "Other"
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Did the query return exact hit count?
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No
Maybe
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or
add "Other"
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The results are ordered by the default Elasticsearch ranking  based on term frequency, inverse document frequency and field length.    How accurate was the ranking of returned results?  Please provide examples.
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If you think the ranking should be refined, what do you think would make most significant change?  
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Please provide any additional feedback about keyword search.
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Section 3 of 6
Search options
The search box that is located on top of the left pane supports both keyword and search options.  When you start typing, the list of the available search option will be displayed.  Once you select one search option, it will be by default surrounded by quotation signs.  You can then select "=" sign and specify your search criteria.  If you hit enter or space, a  boolean operator will be displayed.  For this part of evaluation we are not going to use boolean operators yet.  Please click enter twice to submit the query.  If you feel comfortable using Postman, you can also search by sending request to /search/instances endpoint with a query, for example:  title all <your search term>
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Some searches should return only one matching result.  Please search Instances by UUID or HRID providing the whole value. Did the query return expected results?
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Yes
No
Add option
or
add "Other"
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 Please search Instances by UUID or HRID providing the only a partial value.  Right-, left-truncation and wildcard are supported. Did the query return expected results?
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Yes
No
Add option
or
add "Other"
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 If you answered "No" to the previous questions, please explain.
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Please search Instances, holdings and items by other available search options. Did the query return expected results?
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Yes
No
Add option
or
add "Other"
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 If you answered "No" to the previous question, please explain.
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Some additional search options are available only while searching directly API.  If you are comfortable with Postman you can also search for Publisher, Classifications, Tags, Notes and Electronic access.  Here are the examples of API requests:
/search/instances?query=publisher all "<search term>"
/search/instances?query=classifications.classificationNumber all "<search term>"
/search/instances?query=publicNotes all "<search term>"
/search/instances?query=electronicAccess == "<search term>"
/search/instances?query=electronicAccess.uri == "<search term>"
/search/instances?query=electronicAccess.publicNote all  "<search term>"
/search/instances?query=electronicAccess.materialsSpecification all  "<search term>"
/search/instances?query=electronicAccess.linkText all "<search term>"

adding expendAll parameter set to true will return the whole record from the index.  In some cases,  you will need that to evaluate the response.
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 Did the query return expected results?
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Yes
No
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or
add "Other"
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 If you answered "No" to the previous question, please explain.
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Please provide any additional feedback about search options.
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Section 4 of 6
Boolean Search
When you start typing in the search box located on top of the search pane, the list of the available search option will be displayed.  Once you select one option, it will be by default surrounded by quotation signs.  You can then select "=" sign that is suggested and specify your search criteria.  If you hit the enter or space  buttons, a boolean operator will be displayed. Please select a boolean operator and add additional search option.  Click the enter button twice to submit the query.   The NOT operator is supported only in the searches run directly against API.  
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Please search using OR operator.  Did the query return expected results?
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Yes
No
Add option
or
add "Other"
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 If you answered "No" to the previous question, please explain.
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Please search using AND operator.  Did the query return expected results?
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Yes
No
Add option
or
add "Other"
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 If you answered "No" to the previous question, please explain.
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The NOT operator is supported only in the searches run directly against API.  If you feel comfortable using Postman, you can search by sending request to /search/instances with the query:  title all "<your search>" not  title all "<your search>". Did the query return expected results?
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Yes
No
Add option
or
add "Other"
Answer key
(0 points)
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 If you answered "No" to the previous question, please explain.
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(0 points)
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You can nest search by typing brackets. Please enter a query with multiple boolean operators grouped by brackets. Did the query return expected results?
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Yes
No
Add option
or
add "Other"
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 If you answered "No" to the previous question, please explain.
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Please provide any additional feedback about advance search implementation.
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Section 5 of 6
Filters and  Facets
Inventory ES has replaced Inventory app's filters with facets that are populated with matching results.
By default only top five options are displayed.  If more than five options have matching records, the "More" button is displayed.  Also, by using the filter box,  the user can search for a specific faceted option. If there no records matching the option, the option is hidden.
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Please limit your search results by selecting values from the facets.  Did the result list adjusted including only records that match the selected filter?
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Yes
No
Add option
or
add "Other"
Answer key
(0 points)
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If you answered "No" to the previous question, please explain.
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(0 points)
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Did the results list adjusted  hit count correctly?
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Yes
No
Maybe
Add option
or
add "Other"
Answer key
(0 points)
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If you answered "No" to the previous question, please explain.
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Please provide any additional feedback about the filters and facets implementation.
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Section 6 of 6
Additional feedback
In your opinion, did  POC succeed?
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add "Other"
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Any additional feedback?
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Please upload files  related to your feedback
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Name
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Institution
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Keyword search
Please conduct a search by keyword, for example: water in Africa. Did the query return expected results?
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No responses yet for this question.
If you answered "No" to the previous question, please explain.
No responses yet for this question.
Do you think that the query results were returned faster in Inventory ES?
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No responses yet for this question.
Did the query return exact hit count?
Copy chart
No responses yet for this question.
The results are ordered by the default Elasticsearch ranking  based on term frequency, inverse document frequency and field length.    How accurate was the ranking of returned results?  Please provide examples.
No responses yet for this question.
If you think the ranking should be refined, what do you think would make most significant change?  
No responses yet for this question.
Please provide any additional feedback about keyword search.
No responses yet for this question.
Search options
Some searches should return only one matching result.  Please search Instances by UUID or HRID providing the whole value. Did the query return expected results?
Copy chart
No responses yet for this question.
 Please search Instances by UUID or HRID providing the only a partial value.  Right-, left-truncation and wildcard are supported. Did the query return expected results?
Copy chart
No responses yet for this question.
 If you answered "No" to the previous questions, please explain.
No responses yet for this question.
Please search Instances, holdings and items by other available search options. Did the query return expected results?
Copy chart
No responses yet for this question.
 If you answered "No" to the previous question, please explain.
No responses yet for this question.
Some additional search options are available only while searching directly API.  If you are comfortable with Postman you can also search for Publisher, Classifications, Tags, Notes and Electronic access.  Here are the examples of API requests:
 Did the query return expected results?
Copy chart
No responses yet for this question.
 If you answered "No" to the previous question, please explain.
No responses yet for this question.
Please provide any additional feedback about search options.
No responses yet for this question.
Boolean Search
Please search using OR operator.  Did the query return expected results?
Copy chart
No responses yet for this question.
 If you answered "No" to the previous question, please explain.
No responses yet for this question.
Please search using AND operator.  Did the query return expected results?
Copy chart
No responses yet for this question.
 If you answered "No" to the previous question, please explain.
No responses yet for this question.
The NOT operator is supported only in the searches run directly against API.  If you feel comfortable using Postman, you can search by sending request to /search/instances with the query:  title all "<your search>" not  title all "<your search>". Did the query return expected results?
Copy chart
No responses yet for this question.
 If you answered "No" to the previous question, please explain.
No responses yet for this question.
You can nest search by typing brackets. Please enter a query with multiple boolean operators grouped by brackets. Did the query return expected results?
Copy chart
No responses yet for this question.
 If you answered "No" to the previous question, please explain.
No responses yet for this question.
Please provide any additional feedback about advance search implementation.
No responses yet for this question.
Filters and  Facets
Please limit your search results by selecting values from the facets.  Did the result list adjusted including only records that match the selected filter?
Copy chart
No responses yet for this question.
If you answered "No" to the previous question, please explain.
No responses yet for this question.
Did the results list adjusted  hit count correctly?
Copy chart
No responses yet for this question.
If you answered "No" to the previous question, please explain.
No responses yet for this question.
Please provide any additional feedback about the filters and facets implementation.
No responses yet for this question.
Additional feedback
In your opinion, did  POC succeed?
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Any additional feedback?
No responses yet for this question.
Please upload files  related to your feedback
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