Circulation log/report (UXPROD-1704)

[UXPROD-2832] Circulation log updates Created: 01/Dec/20  Updated: 03/May/21  Resolved: 03/May/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
Parent: Circulation log/report

Type: New Feature Priority: TBD
Reporter: Stephanie Buck Assignee: Stephanie Buck
Resolution: Done Votes: 0
Labels: circ-log, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
is defined by UICIRCLOG-30 Add Checked in filter to Circulation log Closed
is defined by UICIRCLOG-33 Refine renewed filter results Closed
is defined by UICIRCLOG-34 Adjust search behavior in circulation... Closed
is defined by UICIRCLOG-35 Reformat dates to match date format a... Closed
is defined by UISACQCOMP-15 Reformat dates to match date format a... Closed
is defined by MODAUD-50 Update Age to lost data in Circulatio... Closed
Relates
relates to UXPROD-2878 Add patron lookup to Circulation log Closed
relates to UXPROD-2885 Circulation log bugs and refinements Closed
relates to UXPROD-2691 Circulation log export to CSV Closed
relates to UXPROD-1703 Circulation log of all actions filter... Closed
Epic Link: Circulation log/report
Development Team: Firebird
PO Rank: 79
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R2
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: U of AL (MVP Oct 2020): R4

 Description   

Current situation or problem: Initial work on Circulation log was completed for Honeysuckle, the Q3 2020 release ( UXPROD-1703 Closed ). This feature will include updates, fixes and maintenance.

In scope
Refinements, bugs, and maintenance of Circulation log.

Use case(s)
Bugs discovered with the module on live environments, usability and or/accessibility updates; adding new filters; refining existing filters

Proposed solution/stories

  • Add Checked-in filter
  • Refine Renewed filter
  • Refine search to match other apps in FOLIO
  • Refine date formats to match other apps in FOLIO
  • Refine Age to lost service point info

Update Jan. 27, 2021
The Closed stories linked below will be part of the R1 release. Stories still in Open or Draft status will be split into a new feature.



 Comments   
Comment by Erin Nettifee [ 20/Jan/21 ]

Stephanie Buck, Duke spent some time with our local SMEs looking at the circ log in one of our environments that now has loan data. People were very excited to see it.

One question that came up is whether we are planning for the ability to search the circulation log by username or external ID, in addition to their barcode.

I wonder if a way to approach that is rather than changing the user barcode functionality, to add the user lookup modal (like appears in the check out app), so that if SMEs are in that app, know the name of the user but not the barcode, they could look it up from within the app, and have it autofill their barcode. That way they don't have to switch apps to accomplish what they are trying to do.

Glad to chat more - just wanted to add this to the feature while it was fresh in my mind.

Comment by Stephanie Buck [ 21/Jan/21 ]

Erin Nettifee, that's a great idea. I'll work on a story for it. Firebird is at max capacity for R1, so it's more likely to be included in a later release.

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