Page tree
Skip to end of metadata
Go to start of metadata

This page describes the functionality needed for searching course information in FOLIO and will inform UXPROD-628

Courses and Items: Search and Filter

Story | Description


Having created Course records and added items to the records, Library staff need the ability to find the Courses and associated items using the following search and filter strategies.    

Additionally, staff require the ability to export search results (those displayed in the right hand pane) in CSV format.

Course Search and Filter

A staff user in the Course Reserves app,  wants to be able to search course data for existing courses in the Course Data, Taught by, Schedule, and Location fields  :

  • Given the Course Reserves App icon is clicked
  • Screen displays two pane view
    • Course list contains Course code/number (link to course record), Course name,  Cross listed y/n, Department, Service desk, Start date,  End date, Taught by, Status
    • Right hand pane displays all Courses.  
      • Default sort order = Course code/ number
      • each column contains a sort symbol that allows for an a-z sort of the entire list, for that column
      • Export to CSV optionSelecting the “Course Name” will bring the user to that Course Record
    • A  Search box with a up and down carrot to minimize or expand .
    • A “Date” option with “From” and “To” boxes
    • A “Term” select list
    • A “Status” select list
    • A “Service desk” select list
    • Left hand column contains “Search & filter” options.  

In the Search section, the staff person can select one option from the drop down containing the following options:

  • Course Name
  • Course Code/Number
  • Department
  • Taught by
  • FOLIO ID
  • a boolen operator field (containing and|or criteria)
  • An addition search category selection 
    • The user then can enter the information they are looking for in a text box.  Possible results auto-complete as the user types based on a left anchored search.
    • If the user would like to specify additional criteria from the Search drop down, they can click on the “+add” button and recieve an additional search field with the same set of options.
    • Results display in the right hand pane. Selecting the “Course Name” will bring the user to that Course Record

In the “Date” section -a staff user in the Course Reserves app,  wants to be able to filter course data for existing courses falling within a specified date range

    • User can enter a date range.   
      • Start Date
      • End Date
  • Results containing all courses that start within the time frame are displayed in the right hand column

In the “Term” section -a staff user in the Course Reserves app,  wants to be able to filter course data for existing courses that are, or were scheduled to occur in a specified term

  • User is presented with a multiple select list of all terms.   
  • Results containing all courses that  are in the indicated term are displayed in the right hand column

In the “Status” section -a staff user in the Course Reserves app,  wants to be able to filter course data for existing courses that are “Active”, “Pending” or “Inactive

  • User is presented with a multiple select list of statuses.   
  • Results containing all courses that have the selected status(s) are displayed in the right hand column

In the “Service desk” section -a staff user in the Course Reserves app,  wants to be able to filter course data for existing courses by their service desk location

  • User is presented with a multiple select list the institutions service desks at which reserve items are located.   
  • Results containing all courses that have the selected service desk location are displayed in the right hand column


Item Search and Filter

A staff user in the Course Reserves app wants to be able to search for items associated with courses by the Item information, this includes: item title, barcode, reserve date range, status, Processing status, Permanent location, temporary location, and whether or not the item contains a URL or PDF link

Given the Course Reserves App icon is clicked. The user will then do what to find  Item Search and filter? Do they click something, or do we accordion the whole item search and filter under the course search and filter?

  • Screen displays two pane view
    • Right hand pane displays all Items on reserve.   Default sort order = ?,  each column contains a sort symbol that allows for an a-z sort of the entire list, for that column
      • Item list contains Title, barcode, status, permanent location, and temporary location
      • Selecting the “Title” will bring the user to that Item Record (In Inventory? Or if the item is only associated with one course record - to the course record? Or is there a module that lists all associated courses from which the user then selects the course record that they want to go to?)
    • Left hand column contains “Search & filter” options.  
      • A  Search box for entering item title or barcode.
      • A “Date” option with “From” and “To” boxes
      • A “Status” select list
      • A “Permanent location” select list
      • A “Temporary location” select list
      • A Yes/No “URL/PDF” option
    • Results containing all items that meet the selected search & filter criteria will display in the right hand pane


Assumptions - Search and Filter




  • No labels

1 Comment

  1. Course search

    Default Sort Order: Course Code/Number


    Item Search

    I think item search will need its own screen. There are different search options and there has to be a results list as well - we can't fit this into the course search screen. Maybe a toggle switch at the top of the search pane? "Search by <Course> <Item>"

    Since one item might be associated with multiple courses (both current and expired ones) we we would even need three panes here - first pane: search options, second pane: item result list, third pane: courses associated with item selected in second pane. Alternatively doubleclicking an item in the result list could open a modal listing associated courses unless  there is only one course in which case one would go directly to the course.

    Taking the user to Inventory when selecting an item is not a good option, imo, as some items like article copies would exist in Reserves only. There should, however, be an option to edit that item after finding it in search.

    Item Search Item List: For us Call Number would be much more important than barcode. A barcode is not really meant to be human readable, is it?