Loans (UXPROD-788)

[UXPROD-262] Export user loans list to excel or csv Created: 22/Feb/18  Updated: 16/Sep/20  Resolved: 28/Sep/18

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q3 2018
Parent: Loans

Type: New Feature Priority: P3
Reporter: Emma Boettcher Assignee: Emma Boettcher
Resolution: Done Votes: 0
Labels: loans, resourceaccess
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Cloners
is cloned by UXPROD-1118 Export user loans list to excel or cs... Analysis Complete
Relates
relates to UIU-459 Export patron's loans to CSV Closed
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: Prokopovych
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R1
Rank: GBV (MVP Sum 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
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.

Split into UXPROD-1118 Analysis Complete to handle fields with strikethrough below.

  1. Scenario
    • Given the open loan screen
    • When a patron has at least one open loan
    • Display and activate the export function
  2. Scenario
    • Given a patron with open loans
    • When a user clicks export on the open loans screen
    • Then the following fields, populated as they are on the Loan details page, are exported as CSV for each loan:
      • Borrower
      • Proxy borrower
      • Title
      • Contributors
      • Barcode
      • Call number
      • Location
      • Item status
      • Due date
      • Return date
      • Renewal count
      • Claim returned
      • Check in location
      • Loan policy
      • Loan date
      • Fee/fine
      • Requests
      • Lost
  3. Scenario
    • Given a patron with non-anonymized closed loans
    • When a user clicks export on the closed loans screen
    • Then the following fields, populated as they are on the Loan details page for each loan, are exported as CSV for each loan:
        • Borrower-
      • Proxy borrower
      • Title
      • Contributors
      • Barcode
      • Call number
      • Location
      • Item status
      • Due date
      • Return date
      • Renewal count
      • Claim returned
      • Check in location
      • Loan policy
      • Loan date
      • Fee/fine
      • Requests
      • Lost


 Comments   
Comment by Cate Boerema (Inactive) [ 17/Sep/18 ]

Hi Emma Boettcher. Feature freeze for Q3 was Friday and this feature is only partially complete. Can you please split the feature and indicate in the Weekly UXPROD Status document that the feature needed to be split and why.

Thanks!

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