status: planning This document tracks "easy" elasticsearch schema and behavior changes that could be made while being backwards compatible with the current v0.3 schema and not requiring any API/database schema changes. ## Release Field Additions Simple additions: - volume - issue - pages - `first_page` (parsed from pages) (?) - number - `in_shadow` - OA license slug (?) - `doi_prefix` - `doi_registrar` (based on extra) - `first_author` (surname; for matching) "Array" keyword types for reverse lookups: - referenced releases idents - contrib creator idents ## Preservation Summary Field To make facet/aggregate queries easier, propose summarizing the preservation status (from `in_kbart`, `in_ia`, etc) to a `preservation_status` flag which is: - `bright` - `dark_only` - `shadow_only` - `none` Note that these don't align with OA color or work-level preservation (aka, no "green"), it is a release-level status. Filters like "papers only", "published only", "not stub", "single container" would be overlaid in queries. ## OA Color Summary Field Might not be ready for this yet, but for both releases and containers may be able to do a better job of indicating OA status/policy for published works. Not clear if this should be for "published" only, or whether we should try to handle embargo time spans and dates. Maybe also container `sherpa_romeo` color as a field? ## Release Merged Default Field A current issue with searches is that term queries only match on a single field, unless alternative fields are explicitly indicated. This breaks obvious queries like "principa newton" which include both title terms and author terms, or "coffee death bmj" which include a release title and journal title. A partial solution to this is to index a field with multiple fields "copied" into it, and have that be the default for term queries. Fields to copy in include at least: - `title` - `subtitle` - `original_title` - `container_name` - names of all authors (maybe not acronyms?) May also want to include volume, issue, year, and any container acronyms or aliases. If we did that, users could paste in citations and there is a better chance the best match would be the exact cited paper. This should be a pretty simple change. The biggest downside will be larger (up to double?) index size. ## Partial Query Parsing At some point we may want to build a proper query parser (see separate proposal), but in the short term there is some low-hanging fruit simple token parsing and re-writing we could do. - strings like `N/A` which are parse bugs; auto-quote these - pasting/searching for entire titles which include a word then colon ("Yummy Food: A Review"). We can detect that "food" is not a valid facet, and quote that single token - ability to do an empty search (to get total count) (?) This would require at least a simple escaped quotes tokenizer. ## Basic Filtering This would be in the user interface, not schema. At simple google-style filtering in release searches like: - time span (last year, last 5, last 20, all) - fulltext availability - release type; stage; withdrawn - language - country/region For containers: - is OA - stub (zero releases) ## Work Grouping Release searches can be "grouped by" work identifier in the default responses, to prevent the common situation where there are multiple release which are just different versions of the same work. Need to ensure this is performant. Would need to update query UI/UX to display another line under hits ("also XYZ other copies {including retraction or update} {having fulltext if this hit does not}"). ## Container Fields - `all_issns` - `release_count` The `release_count` would not be indexed (left null) by default, and would be "patched" in to entities by a separate script (periodically?). ## Container Copied Fields Like releases, container entities could have a merged biblio field to use as default in term queries: - `name` - `original_name` - `aliases` (in extra?) - `publisher` Maybe also language and country names? ## Background Reading "Which Academic Search Systems are Suitable for Systematic Reviews or Meta-Analyses? Evaluating Retrieval Qualities of Google Scholar, PubMed and 26 other Resources" https://musingsaboutlibrarianship.blogspot.com/2019/12/the-rise-of-open-discovery-indexes.html "Scholarly Search Engine Comparison" https://docs.google.com/spreadsheets/d/1ZiCUuKNse8dwHRFAyhFsZsl6kG0Fkgaj5gttdwdVZEM/edit#gid=1016151070