Loans (UXPROD-788)

[UXPROD-86] Loans list: Display effective call number and related fields Created: 18/Jan/18  Updated: 16/Sep/20  Resolved: 17/Mar/20

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: Q1 2020
Parent: Loans

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Emma Boettcher
Resolution: Done Votes: 0
Labels: call_number, cap-mvp, loans, po-mvp, q4-2019-at-risk, q4-2019-spillover, resourceaccess, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
blocks CIRC-784 Backend: Claimed returned in-app repo... Open
blocks UIU-1227 Claimed returned in-app report: Call ... Blocked
is blocked by UXPROD-1626 Store Effective Call Number Prefix, C... Closed
Defines
is defined by UICHKIN-127 Display effective call number prefix,... Closed
is defined by UIU-1347 Display effective call number prefix,... Closed
is defined by UIU-1358 Add more granular call number fields ... Closed
is defined by UIU-1391 Display enumeration, chronology, volu... Closed
is defined by CIRC-592 Backend: Display effective call numbe... Closed
is defined by CIRC-593 Backend: Display enumeration, chronol... Closed
Relates
relates to UXPROD-2324 Loans: Display effective call number ... Closed
relates to UXPROD-2174 Loans: sort by normalized call number Open
Epic Link: Loans
Analysis Estimate: Small < 3 days
Analysis Estimator: Emma Boettcher
Front End Estimate: Medium < 5 days
Front End Estimator: Viktor Soroka
Back End Estimator: Dmytro Popov
Development Team: Prokopovych
PO Rank: 100.6
PO Ranking Note: Higher ranking because no workaround
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R1
Rank: GBV (MVP Sum 2020): R4
Rank: hbz (TBD): R4
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R1
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R2

 Description   

Call number displays on the Loans page and, when discussing whether/how to sort this column, the SIG expressed the desire to have this reflect a "normalized call number" which should have some logical sort capabilities. Understanding and implementing this feature will require coordination with lew235, MM SIG convener.

From the parking lot:
"Need a normalized call number stored and used for sorting on Loans page. We are currently displaying a concatenated call number on the Loans page to save on real-estate. But sorting by this concatenated string isn't going to work. FOLIO needs to store a "normalized"call # and use that for sorting on Loans and elsewhere. From experience, this data really needs to be stored as opposed to generated on-the-fly."

Impact of feature (for estimation purposes)
Call number displays in the following places, and will need to be expanded to show prefix, body, suffix, and enumeration/chronology information using the item's effective call number.

  • Check In
  • Check Out
  • Users
    • Loan history (open, closed)
    • Loan details
    • Change due date modal
    • Renewal success/failure/override modals
      Call number is included in the following exports, and will need to expanded to export prefix, body, suffix, and enumeration/chronology information as separate fields, again using the item's effective call number.
  • Export overdue loans
  • Export user's open loans

Completed in Q1 2020: displaying effective call number prefix, call number, and call number suffix in loans, loans exports and in Check In. Displaying enum/chron/volume on loans and loans exports



 Comments   
Comment by Anya [ 29/Mar/19 ]

Comment from March Meeting : for sorting / show the call number and sort off the call number

Comment by Emma Boettcher [ 02/Dec/19 ]

Split sorting and display. sorting loans by call number is now under UXPROD-2174 Open .

Comment by Cate Boerema (Inactive) [ 08/Jan/20 ]

Michal Kuklis and Bohdan Suprun I have a feeling this feature is overestimated since we are storing the Effective call number components and this is just about displaying them in various places. Could you please check the estimates and revise, if it makes sense?

Thanks!

Comment by Michal Kuklis [ 08/Jan/20 ]

Cate Boerema I adjusted the front end.

Comment by Bohdan Suprun (Inactive) [ 08/Jan/20 ]

Hi Cate Boerema,

I do not expect any backend work for this feature. The loan already has the callNumberComponets, chronology and volume.

Comment by Cate Boerema (Inactive) [ 08/Jan/20 ]

Thank you both, that's great!

Comment by Emma Boettcher [ 17/Mar/20 ]

Split: UXPROD-2324 Closed has remaining work.

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