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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-2665] Export records from search results in acquisitions apps</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-2665</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Note: This feature potentially overlaps with other functionality provided by FOLIO tools like the LDP.&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Purpose%3A&quot;&gt;&lt;/a&gt;Purpose:&lt;/h2&gt;

&lt;p&gt;Libraries frequently analyze order information. Allowing users to export order records from their search resutls will allow them to perform ad-hoc analyses and compared data with information from other sources. The report must contain key order data like current encumbered and expended values.&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Usecases%3A&quot;&gt;&lt;/a&gt;Use cases:&lt;/h2&gt;

&lt;ol&gt;
	&lt;li&gt;&lt;del&gt;Librarian is being pressured to change budget numbers. Need to review currently open orders (Standing orders), discuss them with colleagues and make decisions about canceling some. This is managed in a list and potentially shared with a vendor as an excel file.&lt;/del&gt;&#160;See 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2318&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2318&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Export orders in bulk via delimited file format&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2318
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;/li&gt;
	&lt;li&gt;&lt;del&gt;Librarian is preparing a summary of order information for presentation. To achieve this data is often export so that it can be presented in graphs or other visuals.&lt;/del&gt;&#160;See 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2318&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2318&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Export orders in bulk via delimited file format&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2318
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;/li&gt;
	&lt;li&gt;Library environments are not plentiful with digital interfaces like Tablets and projectors. Often times teams will print a list of items so they can quickly be reviewed with a group. Also not all staff have permission to see certain areas of the interface. Exporting records allows the exporter to easily filter out data or data points they do not want to share.&lt;/li&gt;
	&lt;li&gt;&lt;del&gt;Export receiving information to share with a staffer that will actually go out into the library and look for/gather these items. Primarily they would need to know where to look for them and how to identify them. Also whether they have actually been received or not. See UXPROD-3662&lt;/del&gt;&lt;/li&gt;
&lt;/ol&gt;


&lt;h3&gt;&lt;a name=&quot;Approach%3A&quot;&gt;&lt;/a&gt;Approach:&lt;/h3&gt;

&lt;p&gt;Use the UI only approach to accommodate this functionality within capacity restrictions. Performance with this approach is good enough to support requirements.&lt;br/&gt;
&lt;a href=&quot;https://folio-org.atlassian.net/wiki/display/DD/Data+export+by+using+Spring+Batch&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;&lt;del&gt;https://folio-org.atlassian.net/wiki/display/DD/Data+export+by+using+Spring+Batch&lt;/del&gt;&lt;/a&gt;&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Outofscope%3A&quot;&gt;&lt;/a&gt;Out of scope:&lt;/h2&gt;

&lt;p&gt;Order export split off to&#160;
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2318&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2318&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Export orders in bulk via delimited file format&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2318
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
&lt;br/&gt;
This will not include an ability to import orders via csv file. It is not intended to provide the user an ability to bulk edit orders outside the system and re-upload them.&lt;/p&gt;

&lt;h2&gt;&lt;a name=&quot;Grooming&quot;&gt;&lt;/a&gt;Grooming&lt;/h2&gt;</description>
                <environment></environment>
        <key id="11632">UXPROD-2665</key>
            <summary>Export records from search results in acquisitions apps</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10128">UXPROD-1153</parent>
                                    <priority id="10003" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p4.svg">P4</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>acquisitions</label>
                            <label>needs-ranking</label>
                            <label>needs-rmsigreview</label>
                    </labels>
                <created>Thu, 17 Sep 2020 20:53:49 +0000</created>
                <updated>Tue, 4 Apr 2023 21:11:37 +0000</updated>
                            <resolved>Mon, 26 Sep 2022 22:07:14 +0000</resolved>
                                                    <fixVersion>Morning Glory (R2 2022)</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>7</watches>
                                                                <comments>
                                                            <comment id="15758" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Thu, 17 Sep 2020 21:05:10 +0000"  >&lt;p&gt;This has been created for review with RM/Reporting SIG on September 18, 2020&lt;/p&gt;</comment>
                                                            <comment id="15761" author="5af5e627525ba96b58654f12" created="Wed, 23 Sep 2020 07:28:48 +0000"  >&lt;p&gt;Hi &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; What epic do you want to put this feature under?&lt;/p&gt;</comment>
                                                            <comment id="15765" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 23 Nov 2020 21:25:01 +0000"  >&lt;p&gt;Note: I have removed the R1 rank from this feature as it aims to cover all acquisitions apps. It will be split into separate features, one of which is 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2318&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2318&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Export orders in bulk via delimited file format&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2318
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 with has been added to R1 in its place. 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2318&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2318&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Export orders in bulk via delimited file format&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2318
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 will cover the export of order records to csv following the design pattern and use cases originally defined under this story.&lt;/p&gt;</comment>
                                                            <comment id="15770" author="62a96ae7192edb006f9f1bf9" created="Wed, 11 May 2022 11:47:33 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A2f7b6349-450b-419a-ba54-c181f51383ad&quot; class=&quot;user-hover&quot; rel=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; data-account-id=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; accountid=&quot;557058:2f7b6349-450b-419a-ba54-c181f51383ad&quot; rel=&quot;noreferrer&quot;&gt;Dennis Bridges&lt;/a&gt; - is this supported?&lt;/p&gt;</comment>
                                                            <comment id="15773" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Wed, 11 May 2022 16:08:18 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=62a96ae7192edb006f9f1bf9&quot; class=&quot;user-hover&quot; rel=&quot;62a96ae7192edb006f9f1bf9&quot; data-account-id=&quot;62a96ae7192edb006f9f1bf9&quot; accountid=&quot;62a96ae7192edb006f9f1bf9&quot; rel=&quot;noreferrer&quot;&gt;Khalilah Gambrell&lt;/a&gt; Many of these features have been completed in the last few weeks as we opted to use the same FE approach used in the orders app. The only acq app without an export will be the organizations app. So I believe this can be closed in Morning Glory.&lt;/p&gt;</comment>
                                                            <comment id="15776" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 26 Sep 2022 22:07:05 +0000"  >&lt;p&gt;I am closing this feature with Morning Glory as all related UXPRODs have now been completed.&#160;&lt;/p&gt;</comment>
                    </comments>
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                            <issuelinktype id="10008">
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                                                                <inwardlinks description="is defined by ">
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            <issuekey id="12198">UXPROD-3435</issuekey>
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            <issuelink>
            <issuekey id="12385">UXPROD-3620</issuekey>
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            <issuekey id="12361">UXPROD-3662</issuekey>
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