Staff Slips (UXPROD-19)

[UXPROD-3770] Add "Preferred first name" as staff slip token Created: 03/Aug/22  Updated: 30/Nov/23  Resolved: 06/Feb/23

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Orchid (R1 2023)
Parent: Staff Slips

Type: New Feature Priority: P3
Reporter: julie.bickle Assignee: Tim Auger
Resolution: Done Votes: 0
Labels: resourceaccess, staff_slips
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Defines
defines CIRC-1586 Add the field "requester.preferredFir... Closed
defines CIRC-1587 Add the field "requester.preferredFir... Closed
defines UICHKIN-349 Populate the token "requester.preferr... Closed
defines UICIRC-819 Add "requester.preferredFirstName" as... Closed
defines UIREQ-809 Populate the token "requester.preferr... Closed
is defined by UXPROD-1830 Add additional USER tokens to staff s... Draft
Relates
relates to UXPROD-3067 Display of Preferred name in Checkout... Closed
relates to UXPROD-3769 Add "Preferred first name" as notice ... Closed
Release: Orchid (R1 2023)
Epic Link: Staff Slips
Development Team: Volaris
PO Rank: 0
Rank: Cornell (Full Sum 2021): R2

 Description   

Current situation or problem: Libraries in the US often have a policy to refer to patrons by their preferred first name, rather than by their (official) first name. This feature addresses this request.
This is one of the requests of UXPROD-1830

In scope: 

  • Adding a token to the staff slip template editor
  • Hard-coding the logic to show EITHER preferred first name OR first name
  • Showing live data on a staff slip produced in the Requests app (pick slip)
  • Showing live data on a staff slip produced in the Check in app (hold, delivery request and transfer slips)

Out of scope:

Proposed solution/stories:

  • UICIRC-819: Add "requester.preferredFirstName" as staff slip token in Settings
  • CIRC-1586: Add the field "requester.preferredFirstName" to the Requester Object in the Staff Slip context, for pick slips generated in the Requests app.
  • CIRC-1587: Add the field "requester.preferredFirstName" to the Requester Object in the Staff Slip context, for hold, request delivery and transit slips generated in the Check in app.
  • UIREQ-809: Populate the token "requester.preferredFirstName" in the pick slip, with the data provided by the backend in the ui-requests module.
  • UICHKIN-349: Populate the token "requester.preferredFirstName" in the hold, request delivery and transit slips, with the data provided by the backend in the ui-checkin module.

Links to additional info

Questions



 Comments   
Comment by Erin Weller [ 23/Aug/22 ]

This is very important for Michigan State University. We need consistency with the name that shows on the staff slips and the name that displays in the User and Request apps. Additionally, we place these slips in the book on the hold shelf. When the patron sees the slip at pick up, it displays the incorrect name. We strive to give patrons the best experience and want to use their preferred name. 

Comment by Ian Walls [ 13/Sep/22 ]

This is very important for Otis College of Art & Design, as well

Comment by julie.bickle [ 06/Feb/23 ]

Closing this feature, as all the related stories are closed.

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