Loans
(UXPROD-788)
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| Status: | Closed |
| Project: | UX Product |
| Components: | None |
| Affects versions: | None |
| Fix versions: | Orchid (R1 2023) | Parent: | Loans |
| Type: | New Feature | Priority: | P3 |
| Reporter: | Molly Driscoll | Assignee: | Tim Auger |
| Resolution: | Done | Votes: | 1 |
| Labels: | resourceaccess | ||
| Remaining Estimate: | Not Specified | ||
| Time Spent: | Not Specified | ||
| Original estimate: | Not Specified | ||
| Attachments: |
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| Issue links: |
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| Release: | Orchid (R1 2023) | ||||||||||||||||||||||||||||||||||||
| Epic Link: | Loans | ||||||||||||||||||||||||||||||||||||
| Front End Estimate: | Large < 10 days | ||||||||||||||||||||||||||||||||||||
| Front-End Confidence factor: | 90% | ||||||||||||||||||||||||||||||||||||
| Back End Estimate: | XXL < 30 days | ||||||||||||||||||||||||||||||||||||
| Back-End Confidence factor: | 90% | ||||||||||||||||||||||||||||||||||||
| Development Team: | Volaris | ||||||||||||||||||||||||||||||||||||
| PO Rank: | 0 | ||||||||||||||||||||||||||||||||||||
| Rank: Cornell (Full Sum 2021): | R2 | ||||||||||||||||||||||||||||||||||||
| Solution Architect: | Raman Auramau | ||||||||||||||||||||||||||||||||||||
| Description |
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Purpose: A checkout's due date may be truncated in several circumstances:
In these cases, it is helpful for staff to have a visual indicator of this behavior to address questions around why a due date is not assigned as anticipated. User story statement(s): As a circulation staff member, Scenarios:
Additional information: Based on discussion at the 2022-08-08, this flag should be part of the checkout by barcode API so it would appear in FOLIO UI, while also being accessible to self-checkout. The group would prefer an icon on screen, rather than a pop-up. If a pop-up is necessary, it should be at the beginning of the session only, rather than on each checkout – similar to override behavior. Performance is a concern that should be considered in implementation. |
| Comments |
| Comment by Molly Driscoll [ 16/Aug/22 ] |
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Another discussion point that was raised at RA SIG and in subsequent discussions I've had with libraries is a configuration to allow a library to specify if the user expiration date should turn red or have some sort of visual indicator when within 'x' number of days of expiration. |
| Comment by Khalilah Gambrell [ 06/Sep/22 ] |
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Molly Driscoll and Cheryl Malmborg - has the UX design been discussed with Kimie yet?
cc: Tim Auger |
| Comment by Molly Driscoll [ 06/Sep/22 ] |
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Khalilah Gambrell not to my knowledge. This also relates to potential bugs around renewal behavior with a truncated due date. Cheryl Malmborg were you able to find Jiras for this or shall I file them?
Context for that: if a due date is truncated due to expiration, renewal of the item appears to succeed despite the due date not extending. Expected behavior is for the renewal to fail if the due date/time does not change. |
| Comment by Tim Auger [ 18/Sep/22 ] |
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In wait until Kimie has been consulted. After that, I can move this forward. |
| Comment by Tim Auger [ 29/Sep/22 ] |
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Hi Kimie Kester. Has anyone asked for your input about this issue? If not, I will setup a time for us to review. |
| Comment by Tim Auger [ 03/Oct/22 ] |
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Kimie Kester and I talked about the visual design. She will create a visual indicator and tool tip which contains "system-calculated due date adjustment" within the due date field where the adjustment is made. |
| Comment by Kimie Kester [ 03/Oct/22 ] |
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Hi Tim Auger & Molly Driscoll Attached are two mocks. Let me know what you think of using the flag icon and also the generic hover text. Thanks! If possible, could we ask the Devs to:
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| Comment by Molly Driscoll [ 05/Oct/22 ] |
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Kimie Kester I think this looks great! Tim Auger I'd be happy to bring this back to the RA SIG for feedback, if you'd like. |
| Comment by Tim Auger [ 07/Oct/22 ] |
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Molly Driscoll Feel free to take it back to the RA SIG for feedback. But if not, that's okay too. I think Kimie has captured the need with her proposed UX design. Kimie Kester I will create a story that captures the additional three points above and get that addressed. Thank you for taking a wider usability lens to the total user experience. |
| Comment by Tim Auger [ 08/Nov/22 ] |
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Priyanka Terala Gurleen Kaur1 I realized when setting up one of the scenarios that there are multiple displays in circulation that need to be addressed. I will take note where they are located in this Jira. |
| Comment by Tim Auger [ 09/Nov/22 ] |
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Please take a look at the attached screen capture to see the condition (expiration date) and the resulting checkout date (which would normally be 21 days). |
| Comment by Priyanka Terala [ 11/Nov/22 ] |
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Tim Auger |
| Comment by Tim Auger [ 23/Nov/22 ] |
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Priyanka Terala sorry for missing this one. I'll look just after our meeting today |
| Comment by Tim Auger [ 23/Nov/22 ] |
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Priyanka Terala I must be going to the wrong instance record because the one the URL directs me to is this: |
| Comment by Khalilah Gambrell [ 02/Jan/23 ] |
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Hey Tim Auger. Will this feature be done for Orchid? If so, can you update Fix Version/s? |
| Comment by Khalilah Gambrell [ 13/Feb/23 ] |
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Hey Tim Auger - can this feature's status move to In Review or Closed? |
| Comment by Tim Auger [ 13/Feb/23 ] |
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all done! |