Loans (UXPROD-788)

[UXPROD-1118] Export user loans list to excel or csv (additional details) Created: 18/Sep/18  Updated: 06/Sep/22

Status: Analysis Complete
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Loans

Type: New Feature Priority: P3
Reporter: Emma Boettcher Assignee: Cheryl Malmborg
Resolution: Unresolved Votes: 0
Labels: loans, resourceaccess, round_iv, volaris-candidate
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-262 Export user loans list to excel or csv Closed
Defines
is defined by UIU-1559 Add overdue fine policy name, number ... Open
is defined by UIU-1110 Export patron loans to CSV: fields fr... Open
is defined by UIU-1132 Loan history export: Holdings ID Open
Relates
relates to UIU-630 Export patron's loans to CSV - additi... Open
Epic Link: Loans
Analysis Estimate: Small < 3 days
Analysis Estimator: Emma Boettcher
Front End Estimate: Small < 3 days
Back End Estimate: Medium < 5 days
Development Team: Vega
Kiwi Planning Points (DO NOT CHANGE): 12
PO Rank: 64
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R2

 Description   

Purpose: Users need to be able to export loans in CSV format in order to do more complex sorting and filtering, or to show a patron a list of their loans.

Exports for user's open and closed loans, as well as for overdue loans, already exist, but need some additional fields and cleanup work.

  • User's open and closed loans exports: Add borrower, proxy borrower, fee/fine policies lost, requests, claim returned, and check in service point. In addition, some clean-up work is required to display user-friendly fields rather than ID.
  • Overdue loans: add overdue fine policy, lost item fee policy, and number of requests for each loan to report.

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