OLE Search Requirements

The following have been created to assist SMEs and Tiger Teams in OLE Search planning and development.

1. This document with linked resources.
2. Search Features Survey.
3. Search Specification/Design Templates.

Reference:

• OLE DEMO (http://demo.ole.kuali.org/ole-demo/portal.jsp)
  • USE: the OLE DEMO drive to explore OLE and past OLE 0.3 and 0.6 coding for Search.
  • OLE DEMO is refreshed biweekly.
  • OLE DEMO is used by the Board and FC for external demonstrations during conferences, to staff, and potential partners. We request that users stay out of the environment during these times on the Demo Calendar|../../../../../../../../../display/OLE/OLE+Demo+Calendar|||\.
  • OLE TEST (http://tst.ole.kuali.org/ole-tst/portal.jsp)
    • USE:  the OLE TST drive to test and review progressive search development and coding in 0.8.
    • OLE TST code is promoted biweekly on Friday afternoons and will be unavailable to users.
    • Note: OLE-DEV and OLE-TST do NOT currently (6/29/12) have bulk Bib and Instance records for testing of Search services. Those will be persisted in July pending completion of OLE Instance v.9.
    • OLE Wiki, Document Types & Schemas
      • USE: use the wiki and its linked schemas to identify additional fields to be used in search design (fields, filters, sorts, facets, display)
      • Bibliographic|../../../../../../../../../display/OLE/OLE+Bibliographic+Documents+-+Docstore|||\, Marc & Dublin Core
      • Bibliographic <Node metadata: DateUpload, DateLastUpdated. Future: FastAddFlag, Public, DateEntered?, CreateBy?>
      • Instance Document|../../../../../../../../../display/OLE/OLE+Instance-+Docstore|||\
      • Instance <Node Metadata: DateEntered, CreatedBy, LastUpdated, LastUpdatedBy, Harvestable, Status, SuppressFromPublic, FastAddFlag>
        • Item (availability) Status
  • Agreement Document|../../../../../../../../../display/OLE/OLE+License+Agreement|||\
• OLE Wiki: OLE Search Technical Documentation (https://wiki.kuali.org/display/OLE/OLE+Search+Technical+Documentation|../../../../../../../../../display/OLE/OLE+Search+Technical+Documentation|||\)      
  • USE: To understand technical framework as coded so far for fields, facets, indexes, sorts, search logic and operators.
  • The wiki provides iterative documentation on the progress of Search coding, and docstore architecture with data model.
    • Doctypes & Formats:
      • Bib: Marc, Dublin Core (qualified, unqualified)
      • Instance
      • Licenses
      • Crosswalks used in Search fields/indexing
  • It provides an overview to coding in place for DocStore (federated) Search:
    • Available Search Fields
    • Available facets
    • Available Sorts
    • Search logic
    • NISO standards for sort (in progress)
  • It provides an overview of Transactional/Workflow searches completed or in progress for:
    • Acquisitions Search
    • Order Holding Queue
    • Receiving Queue
    • KFS/KNS Doc Search
    • KFS/KNS available fund/budget searches
    • Patron Search
    • Maintenance Docs/Lookups (searching & adding to controlled value selection lists)
    • License Agreement Search
    • Dup Check Match-Search used in Overlay & Ingest logic
• OLE Jira, Master Search Executive OLE-1144
  • USE: To reference past functional documentation if more in-depth research or trouble-shooting required.
  • coding updates & original specifications (open, in-progress, testing, complete)
  • November/OLE 0.3 Search (initial Bib search, sorts, facets) OLE-1996
  • OLE 0.8 new/fixes in progress:
  • NISO Sort OLE-2194 and Wiki-NISO|../../../../../../../../../display/OLE/NISO+Standard+for+Sort|||\
  • Search Display- Non-Roman OLE-2934
  • Facet fixes OLE-3015

OLE Search Fields, Facets, Sorts Summary

(current to 6/29/12)