Circulation log/report (UXPROD-1704)

[UXPROD-1407] Loans in-app report: Item loan history Created: 02/Jan/19  Updated: 03/Jan/24  Resolved: 08/Dec/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Circulation log/report

Type: New Feature Priority: TBD
Reporter: Emma Boettcher Assignee: Stephanie Buck
Resolution: Duplicate Votes: 0
Labels: appreport, circ-log, loans, resourceaccess, round_iv
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
clones UXPROD-942 Loans in-app report: Volume of action... Closed
Duplicate
is duplicated by REP-192 Item Charge history Closed
Relates
relates to UXPROD-2691 Circulation log export to CSV Closed
relates to UXPROD-283 View status history on item record (Q... Closed
relates to UXPROD-2181 View last check in on item record Closed
relates to UXPROD-933 Loans in-app report: Determine item u... Closed
relates to UXPROD-1703 Circulation log of all actions filter... Closed
relates to UXPROD-1327 Circulation statistics for item on it... Analysis Complete
Potential Workaround: Can see activity for open loans on loan details, but nothing further back.
Epic Link: Circulation log/report
Front End Estimate: Large < 10 days
Front End Estimator: Emma Boettcher
Front-End Confidence factor: Low
Back End Estimate: XXL < 30 days
Back End Estimator: Marc Johnson
Estimation Notes and Assumptions: We don't know how in app reports are going to work
It is unlikely that the current loan action history will be sufficient or performant enough for this
Development Team: Vega
Report ID (pre-May 2019): ID474
Report Contact(s):
Rameka Barnes
Report Functional Area(s):
Resource Access
Kiwi Planning Points (DO NOT CHANGE): 10
PO Rank: 55.1
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: MO State (MVP June 2020): R1
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

View loan history for item. While using similar information as item status history & circulation statistics, this includes additional fields and parameters:

  • ability to narrow by "location" (service point?) and date range
  • ability to see renewals and recalls (extend to all requests?)

Raised as a possible in-app report from Reporting group (see ID474) 12/17/18.

Similar to:

  • UXPROD-933 Closed , determine item use before weeding
  • UXPROD-283 Closed , view item status history on item record
  • UXPROD-1327 Analysis Complete , circulation statistics on item record


 Comments   
Comment by Erin Nettifee [ 22/Jul/19 ]

Emma, I would push back on the workaround you've listed - it's really not a workaround, it's a redefinition of the requirements and what's being asked for here. A better workaround would probably be an LDP report (if such a thing has been defined, I don't know.)

Comment by Holly Mistlebauer [ 17/Jun/20 ]

Chicago comment from Round IV Outliers spreadsheet: Emma: we think this is staff-facing, for making decisions about how to treat this item. Could this be done through the LDP? -Tod Olson

Comment by Holly Mistlebauer [ 17/Jun/20 ]

Cornell comment from Round IV Outliers spreadsheet: This outlier is a showstopper for Cornell

Comment by Debra Howell [ 29/Sep/20 ]

Emma Boettcher - Requesting an update on this feature. This is a showstopper for Cornell.

Comment by Emma Boettcher [ 01/Oct/20 ]

Debra Howell The circulation log is in progress, possibly to make the Honeysuckle release, and it will include all information listed on this feature.

Comment by Anya [ 06/Nov/20 ]

Emma Boettcher Hi !.. will the log be in the honeysuckle release?

Comment by Emma Boettcher [ 06/Nov/20 ]

Anya Yes, there's a version of it now in bugfest-honeysuckle: https://bugfest-honeysuckle.folio.ebsco.com/circulation-log?itemBarcode=111103

Comment by Stephanie Buck [ 08/Dec/21 ]

All functionality in this feature has been covered by Circulation log, which was released with Honeysuckle. 

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