2021-10-25 Capacity Planning Meeting

Date

25-October-2021

Attendees

Guests:  Charlotte Whitt Stephanie Buck Zak Burke Matt Connolly Michal Kuklis

Discussion items

Time reservedDescriptionPresenterDetails/Comments
30 minutes (need to start with this agenda item because we have several guests here just for this issues)
End-user issues with Kiwi version of inventory search

On Friday Michal Kuklisis planning to document what our options are and pass them on to Charlotte.

Matt Connolly, a member of Cornell's usability group, will be talking to folks at Cornell to learn more details about


Two approaches:

1) Steps to move back to the previous search PostgreSQL implementation:

Option a: Rollback changes which introduced Elastic Search and facets:

        • Rollback new search box and facets (they are currently coupled together)
        • Rollback all changes related to facets which were done after the integration was in place
      • Time estimate: couple days maybe
  • Pros: Same UX 
  • Cons: Bad performance

Option b:  Switch search endpoint to use mod-search

        • Switch the search endpoint to use Elastic Search instead of mod-inventory (PostgreSQL)
        • Make sure all existing filters work with the new search endpoint (we are not sure if all existing filters are mapped correctly in mod-search)
      • Time estimate: couple days maybe
  • Pros: Keep ES performance 
  • Cons: Lose some of the capabilities (facets)/Boolean/Exact Phrase possibly add facets in a Kiwi patch release. 

c: Integrate facets with the dropdown search input 

      • Time estimate: This is the biggest unknown because the UI developers would have to break up facets from the current search box and make sure they work with the previous search box
    • Pros:
    • Cons: TBD 


2) Keep the Elastic Search work (Inventory: UIIN-1566, UIIN-1567, and the new work in the instance look up component) but in the interface we add an option to bring up a drop down menu listing all search options for each segment Instance, Holdings, and Item, and we add a <i> icon with link to more information on how to search using the Elasticsearch (this is easily fixed with a link to the tips and tricks page on the FOLIO Wiki: Search - using Elasticsearch (or OpenSearch).

Go with approach 2 will require a dialogue with Cornell (management of customer expectations) explaining all the advantages we achieve when Inventory is using Elasticsearch as search engine (fast performance, accurate result count, facets on the filtering, possibility to do searches using boolean operators).

Notice that during the past 1-1.5 months Cornell has filed several support tickets about searches taking too long, searches not returning results, searches timing out - when using postgreSQL


Juniper mockup 

Proposed solution:
  • Keep ES and the Juniper look
  • Dropdown will only display what ES supports right now, limited query search can be supported to a smaller list of fields.  Check with Magda about adding new indexes.
  • They will get date filters
  • Booleans will be supported in the query search dropdown
  • Facets will likely be a later release for Lotus
  • Continue with the Kiwi release as planned.
  • Gives them fast and exact search counts.
  • Query fields can be added without UI changes
  • Filters will require UI work

Time needed:  Attempt to absorb into the Kiwi schedule without delays.

  • Bring up at Implementers meeting for feedback.  If they disagree, the only option is full rollback postgress search with performance issues and incorrect result counts.  A inventory feature updates and testing will be required.  Will need at least a month to do this.  Will not be easy.
  • The UI for Juniper is being adopted across FOLIO
  • Developers will get back to us in a couple of days


15 minutesStatus update
  • Juniper HF#3 (date TBD) 
    • Need resolution for MODDATAIMP-569 - Getting issue details... STATUS (only happens with HF#3 release) 
  • Kiwi Bugfixes
    • 26 P1 issues reported so far 
  • Kiwi Bugfest stats
    • 54% passed
    • 3% Not claimed
    • 39% Claimed