[UXPROD-2691] Circulation log export to CSV Created: 28/Sep/20  Updated: 22/Apr/21  Resolved: 22/Apr/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021

Type: New Feature Priority: P2
Reporter: Stephanie Buck Assignee: Debra Howell
Resolution: Done Votes: 0
Labels: Showstopper-Cornell
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by MODEXPS-1 Create mod-data-export-spring and mod... Closed
is defined by MODORDERS-466 Spike: csv-file downloading Closed
is defined by UICIRCLOG-22 Circulation log Action dropdown - Exp... Closed
Relates
relates to UXPROD-1704 Circulation log/report Open
relates to UXPROD-1703 Circulation log of all actions filter... Closed
relates to UXPROD-2832 Circulation log updates Closed
relates to UXPROD-1407 Loans in-app report: Item loan history Closed
Requires
requires FOLIO-2987 Create mod-data-export-spring github ... Closed
requires FOLIO-2988 Create mod-data-export-worker github ... Closed
Analysis Estimate: Large < 10 days
Development Team: Scout
Rank: BNCF (MVP Feb 2020): R2
Rank: Chicago (MVP Sum 2020): R3
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R3
Rank: GBV (MVP Sum 2020): R3
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R3
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R3

 Description   

Split from UXPROD-1703 Closed .

This feature will allow a user to export filtered data in the Circulation log to a CSV file.



 Comments   
Comment by Mikita Siadykh [ 08/Feb/21 ]

hi Stephanie Buck Philip Robinson

I've just got an update from Vasily Gancharov that new data export UI (https://folio-org.atlassian.net/wiki/display/DD/Export+Manager+UI+Wireframes) will be implemented as a separate module
I have a batch questions:
1. what icon should it have at the top menu?
2. what is name of new module? (we'll be used in top menu)
3. what columns should we display? the same as we have on wireframe?
4. on details view I see Actions dropdown, could you please describe them?
5. Philip Robinson for Bursar exports we had 2 additional columns (# of charges and # of fees as I remember), where should we display them?
6. how will we work with permissions on this page? what set of permissions should we have? e.g. if I have "Bursar admin" permission, should I have one more permission to access exports page? in case I don't have access to Circulation log, but I have access to exports page, will I be able to download circ log exports?

Comment by Philip Robinson [ 08/Feb/21 ]

Mikita Siadykh Re: #5 it would be great if there could be an additional generic free-text column like "Notes" or "Details" which could show the number of charges and fees. It could be reused for other metrics in other exports.

Comment by Stephanie Buck [ 08/Feb/21 ]

Hi Mikita Siadykh and Vasily Gancharov. My understanding is that Export Manager is for a future design, and that Cir log export (and the Bursars report) that this team is building will have it's own, separate UI. The Sync meeting on Feb. 9 will be a good time to talk through this.
cc: Andy Horbal, Debra Howell

Comment by Mikita Siadykh [ 11/Feb/21 ]

hi Khalilah Gambrell Kimie Kester
could you please update me about estimation for UI/UX mocks for Export manager module, would be nice to know if something is known to plan development activities

Philip Robinson Andy Horbal Debra Howell

additionally it would be nice to have some info for questions 1, 3, 4 from https://folio-org.atlassian.net/browse/UXPROD-2691?focusedCommentId=17519&page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel

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