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titleJira #

https://jira.kuali.org/browse/OLE-1144 (OLE Search Executive- see also linked tasks and sub-tasks)

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Overview of OLE Search:

As OLE grows to include more document types (patrons, bibliographic formats, licenses, etc.), OLE will create integrated Search capabilities, where the search functions will provide inter-operability instead of some of the localized wildcards, limits on bibliographic fields, or other search-specific criteria below. Library users will be included in future testing and development of OLE Search, building upon our emerging search types for

  • Document Store Search – full Bibliographic searching 
    • Indexes, Facets, Sort, Boolean
  • Acquisitions Search – includes limited Bibliographic searching 
  • Order Holding Queue - search on requisitions: actions on individual documents, or Approve/Cancel/Calculate return for further action, group of requisitions
  • Receiving Queue – complete simple receiving from search via queue
  • Fund/ Balance Inquiries – query general ledger for account balances and availabilities
  • Load Reports- find statuses and reporting on Ingested load success and failures

KFS inherited transactional Searches (no Bibliographic fields, only transactional- vendor, dates, etc.)

  • Payment Request
  • Purchase Orders
  • Requisition - search on Title, Author, Publisher etc. added to eDoc transactional fields (selector, vendor, dates, doc id, delivery info, account/fund, etc.
  • Receiving

Other search functions available in OLE

  • Lookups (referenced as needed in several sections)
  • Lookup icon (referenced as needed in several sections; inherited from KFS)
  • Custom Document Searches (inherited from KFS)
  • Doc Search button
  • Saving Custom (Session) Searches (as applied in OLE)
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