Circ Rules and Loan Policies (UXPROD-789)

[UXPROD-877] Loan Rules: Search and Filter Created: 10/Jun/18  Updated: 13/Apr/22

Status: Draft
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Circ Rules and Loan Policies

Type: New Feature Priority: P3
Reporter: Cate Boerema (Inactive) Assignee: Cheryl Malmborg
Resolution: Unresolved Votes: 0
Labels: search_enhancements
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Epic Link: Circ Rules and Loan Policies
Front End Estimate: XXL < 30 days
Front End Estimator: Michal Kuklis
Front-End Confidence factor: Low
Back End Estimate: XXL < 30 days
Back End Estimator: Julian Ladisch
Development Team: Vega
PO Rank: 44
Rank: Chalmers (Impl Aut 2019): R5
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R2
Rank: 5Colleges (Full Jul 2021): R2
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R2
Rank: Grand Valley (Full Sum 2021): R3
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R4
Rank: Leipzig (Full TBD): R2
Rank: Mainz (Full TBD): R3
Rank: MO State (MVP June 2020): R2
Rank: TAMU (MVP Jan 2021): R2
Rank: U of AL (MVP Oct 2020): R2

 Description   

Ability to search and filter loan rules. While there is a "filter" field already in the Loan rules feature in folio, it doesn't seem to work. This feature represents the work needed to get the search and filter working.

https://discuss.folio.org/t/loan-rules-ux-iteration-4/834
Start watching at 23:34



 Comments   
Comment by Michal Kuklis [ 18/Jun/18 ]

Cate Boerema we have a very basic search in place which does currently work if you add the rule names. For example:

priority: t, s, c, b, a, m, g
# rule 1
fallback-policy: one-hour
# rule 2
m book: example-loan-policy

if you search by "rule 2" the filter will show m book: example-loan-policy only.

It looks like what is proposed in the video needs to be more sophisticated (because we need the ability to search for given rule definitions). We will need a custom input text component which would understand the loan rule syntax. Unfortunately I'm not sure how long this will take. Perhaps John Coburn or Rasmus Wølk would have a better idea here.

Comment by Julian Ladisch [ 21/Jun/18 ]

You may use the test loan rules feature ( UXPROD-874 Draft ) for searching and get a list of matches, each match can be a clickable link into the loan rules file.

If that is not enough we need advanced back-end support for the search, passing back the results in some to be defined format and have the front-end display them. Do we really need these bells and whistles?

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