8/22/12 Working Specification: https://docs.google.com/a/kuali.org/file/d/0B1zG4eNDtxYpWHdBa2J1WERwNDg/edit

Working Google Docs files- https://docs.google.com/a/kuali.org/folder/d/0B1zG4eNDtxYpME5DelFSd2xua0k/edit (for mockups, data requirements; SME team search specs)

Library Search & Indexing

Libraries require very flexible and locally-configurable Search, for customization to User Interfaces, clustering/faceting of data, and Indexing. Users want fielded searches, format-based ‘tag” searches, browsable indexed searches, and unique identifier searches (barcode, ISBN, ISSN, Purchase Order #, system-control numbers), as well as timestamps, and metadata fields (status, ownership, location filters, etc).

Combined Search: While OLE will store cataloging records in the DocumentStore, leveraging SOLR, there is additional Transactional/Relational data stored in tables (and currently searchable in KNS lookups) that will need to be available to combined or “federated” search---in UI’s and custom indexes.

Examples of local configuration options can include:

Indexes
- Single DocTypes
  - Bib
  - Instance
  - Holdings
  - Item
  - License/Agreement
  - Authority
  - Deals
  - Packages
  - Organizations
- Across DocTypes
  - Combined searches (value in PO, value in Bib; value in Holding- Location, value in Bib)
- XML docs and RDBMS tables
- Editing, adding to or deleting information in format-crosswalks, per Document Type (such as MARC 100$a Author --to- Dublin Core <dc: creator> -to- Onix For Books <contributor role>, <contributor name> etc. for use in Indexes, Search, Facets, Sorts
- UI modifications, and configuring underlying clusters, facets, indices
  - Templates
  - Search Fields (Indexes, Format-specific field/tag search, Facets)
  - Sorts
  - Filters
  - Facets
  - Browsable Indexes
  - Unicode and Non-Roman Character handling, Diacritics; ability to create supplemental record fields for Bibs, and Index, Search, and Edit with special characters preserved
  - Adding and Indexing new Document Types, or Doc Formats (such as adding new Bib format, such as RDA, and making it available to other features and services), or adding local extension elements

See also: OLE Federated Search (work-in-progress specifications)
See also: Chicago locally configured Search Indexes maintained (samples for understanding) Lens (Discovery layer), Horizon (LMS)

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