Loans (UXPROD-788)

[UXPROD-1408] Loans in-app report: Items currently loaned Created: 02/Jan/19  Updated: 15/Apr/22  Resolved: 15/Apr/22

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

Type: New Feature Priority: P4
Reporter: Emma Boettcher Assignee: Cheryl Malmborg
Resolution: Won't Do Votes: 0
Labels: appreport, loans, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Duplicate
duplicates REP-193 Items currently charged Closed
is duplicated by REP-214 "Snapshot" report of all open loans s... Closed
Epic Link: Loans
Front End Estimate: Medium < 5 days
Front End Estimator: Emma Boettcher
Front-End Confidence factor: Low
Back End Estimate: XL < 15 days
Back End Estimator: Marc Johnson
Estimation Notes and Assumptions: We don't yet know how in app reports are going to work
Development Team: Vega
Report ID (pre-May 2019): ID475; ID496
Report Contact(s):
Christian Matz, Rameka Barnes
Report Functional Area(s):
Resource Access
Kiwi Planning Points (DO NOT CHANGE): 17
PO Rank: 31
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R5
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R4
Rank: Grand Valley (Full Sum 2021): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

View all items currently loaned from a particular service point. Allows staff to check what they have on hand against what is loaned, and check in and back date any items that were not checked in. (Especially helpful when dealing with a large volume of hourly loans.)
Fields:

  • date loaned
  • due date (and recall due date?)
  • item title
  • item barcode
  • item call number
  • service point
  • patron name
  • patron barcode

Being able to limit by loan type or other criteria would be useful.

Raised as a possible in-app report from Reporting group (see ID475) 12/17/18.



 Comments   
Comment by Kristin Martin [ 30/Jan/19 ]

I ranked this as "not needed" by Chicago. This is accurate, but there are other in-app reports that aren't on the list that will be needed go-live. I just want to make sure this isn't standing in for all in-app reports. If so, we'd need to change our ranking.

Comment by Cheryl Malmborg [ 08/Dec/21 ]

I left open with P4 priority. The basic functionality can be accomplished in the circulation log.

Comment by Erin Nettifee [ 14/Apr/22 ]

I wouldn't do this - the basic functionality that this would meet can be got out of the circulation log, which now has the ability to export search results. So I'd close this feature. I know Duke put this as R2 but that was definitely before the circ log app was available.

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