Add Metadata to search results and facets

Metadata Part 3 Goals:

• Add field to search results
  • Write a feature spec for our search
  • Add our metadata field to Blacklight config
• Make a field facetable
  • Edit the search feature spec
  • Index metadata field as facetable
• Pair exercise

Setup

(OPTIONAL) Save your current changes

If you have changes in your current branch -- you can check on this via git status -- you'll want to save those before starting this lesson (which uses a separate branch):

• git checkout -b wip_metadata_3_start
• git add .
• git commit -m 'checkpoint before beginning third metadata lesson'

Check out working branch

git checkout add_new_metadata_field_2_end

NOTE: If you make experimental changes and want to get back to the minimal code state necessary to run this lesson, you can check the starting code out again using:
git checkout add_new_metadata_field_2_end

Be sure your Solr and Fedora test servers are running

See lesson setup for the first metadata lesson

Add field to search results

One of the requirements of our ticket is to add our new metadata field to the search results screen.

Write a feature spec for our search

You might be able to guess by now, the first thing we'll do is write a feature spec.

1. Create spec/features/search_image_spec.rb

require 'rails_helper'

RSpec.feature 'Search for an image' do
  let(:title) { ['Journey to Skull Island'] }
  let(:creator) { ['Quest, Jane'] }
  let(:keyword) { ['Pirates', 'Adventure'] }
  let(:visibility) { Hydra::AccessControls::AccessRight::VISIBILITY_TEXT_VALUE_PUBLIC }
  let(:year) { ['1520'] }
  let(:image) do
    Image.new(title: title,
             creator: creator,
             keyword: keyword,
             visibility: visibility,
             year: year)
  end

  context 'general search' do
    before do
      image.save
    end
    scenario "Search for an image" do
      visit("/")
      fill_in "q", with: "Journey"
      click_button "Go"
      # Uncomment this to display the HTML capybara is seeing
      # puts page.body
      expect(page).to have_content image.title.first
      expect(page).to have_content image.creator.first
      expect(page).to have_content image.keyword.first
    end
  end
end

2. Run your feature test (docker-compose run web rspec spec/features/search_image_spec.rb). Everything should pass. This feature spec describes the search functionality as it currently exists.
3. Edit spec/features/search_image_spec.rb and add a line to check for your new metadata field, like this:

  expect(page).to have_content image.year.first

4. Run your feature test again (docker-compose run web rspec spec/features/search_image_spec.rb). That test should now fail with the message Failure/Error: expect(page).to have_content image.year.first

Add our metadata field to Blacklight config

Because our search behavior is inherited from Blacklight, in order to change what fields are being displayed in the search results, we have to update the application's Blacklight config.

1. Edit app/controllers/catalog_controller.rb and look for the section including add_index_field statements. Add the following:

  config.add_index_field solr_name("year", :stored_searchable), label: "Year"

2. Run your feature test again, and your search feature should now pass.

Make a field facetable

Edit the search feature spec

This time, we're not just going to look for whether our year field shows up in the search results, we're going to make it a facetable field, and make it appear in the left hand facets menu.

1. Add these lines to the end of your search feature spec:

expect(page).to have_xpath("//h3", text: "Creator")
expect(page).to have_link(image.creator.first, class: "facet_select")

2. Run your feature test (docker-compose run web rspec spec/features/search_image_spec.rb). Everything should pass. These lines describe functionality that already exists on your search results page.
3. Now add a test for new behavior that doesn't exist yet:

expect(page).to have_xpath("//h3", text: "Year")
expect(page).to have_link(image.year.first, class: "facet_select")

4. Run your test suite again and your search feature will fail

Index the metadata field as facetable

1. Edit app/models/image.rb. Change the way year is indexed to include :facetable:

  property :year, predicate: "http://www.europeana.eu/schemas/edm/year" do |index|
    index.as :stored_searchable, :facetable
  end

2. Edit app/controllers/catalog_controller.rb and around line 46 add this line, right under the Creator facet:

config.add_facet_field solr_name("year", :facetable), label: "Year", limit: 5

3. Run your feature test again and it should pass.

Note: You can see the changes we made in this section on github.

Pair exercise

We made one field into a facet. Choose either extent or references and add a second metadata field. Or, define your own metadata field, as long as you pick something that can be a simple string.