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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-3300] Allow Lookup of Patrons by User Attributes Other than Barcode in New Request Form</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-3300</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;&lt;b&gt;Problem&lt;/b&gt;&lt;/p&gt;

&lt;p&gt;When staff are creating new requests on behalf of patrons, they do not always have the patron&apos;s barcode value available. Often, they are more likely to be given the user&apos;s externSystemId, username, or some other user attribute other than barcode. The patron lookup field in Requests &amp;gt; Create request should perform similar lookup functionality to the Check out app (ui-checkout).&lt;/p&gt;

&lt;p&gt;&lt;em&gt;=====&lt;/em&gt;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;em&gt;Description:&lt;/em&gt; When you are in inventory on the item record, when you create a new request on the item (done a lot for new books), can you have the requester information automatically have the name or net id rather than the barcode?&lt;/p&gt;

&lt;p&gt;&#160;**&#160;&lt;/p&gt;

&lt;p&gt;Feature components:&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Our workflow for requesting new books on behalf of patrons involves looking items up in Inventory, selecting &#8220;New Request&#8221; from the &#8220;Actions&#8221; info, then inputting patron information.&lt;/li&gt;
	&lt;li&gt;Currently, the New request screen looks like this:&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&#160; &lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/10051&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;The default option for inputting patron information is to scan or enter their barcode. We would also like to be able to have the option of searching for patrons by name, email and identifier, as is already the case in the Users app as shown here:&lt;/li&gt;
&lt;/ul&gt;


&lt;p&gt;&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/10052&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;</description>
                <environment></environment>
        <key id="13316">UXPROD-3300</key>
            <summary>Allow Lookup of Patrons by User Attributes Other than Barcode in New Request Form</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="10049">UXPROD-790</parent>
                                    <priority id="10001" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p2.svg">P2</priority>
                        <status id="10000" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/generic.png" description="(Migrated on 4 Feb 2024 13:41 UTC)">Draft</status>
                    <statusCategory id="2" key="new" colorName="blue-gray"/>
                                    <resolution id="-1">Unresolved</resolution>
                                                        <assignee accountid="-1">Unassigned</assignee>
                                                                <reporter accountid="557058:1f093336-57f7-4359-9b28-6e72640645af">Debra Howell</reporter>
                                    <labels>
                            <label>Requests</label>
                            <label>cornell-access-services</label>
                            <label>delegate_candidate</label>
                            <label>requests</label>
                            <label>resourceaccess</label>
                            <label>ui-only-candidate</label>
                    </labels>
                <created>Sun, 12 Sep 2021 15:03:21 +0000</created>
                <updated>Tue, 6 Sep 2022 21:45:03 +0000</updated>
                                                                                <due></due>
                            <votes>0</votes>
                                    <watches>8</watches>
                                                                <comments>
                                                            <comment id="15750" author="5c48911b54e1e6466b11f38c" created="Wed, 15 Sep 2021 15:55:06 +0000"  >&lt;p&gt;Reassigning to Brooks as the Requests PO&lt;/p&gt;</comment>
                                                            <comment id="15754" author="5c48911b54e1e6466b11f38c" created="Wed, 15 Sep 2021 15:59:15 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=557058%3A1f093336-57f7-4359-9b28-6e72640645af&quot; class=&quot;user-hover&quot; rel=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; data-account-id=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; accountid=&quot;557058:1f093336-57f7-4359-9b28-6e72640645af&quot; rel=&quot;noreferrer&quot;&gt;Debra Howell&lt;/a&gt; - you have the requester lookup linked below - that may have been the approach judged best for this need, since you don&apos;t have access to the user search directly in that app, but the user search component can be triggered. I think that&apos;s the approach that apps outside of Users are taking (see circ log, check out.) But perhaps we can explore whether this is possible, since I agree it would  be a smoother UI&lt;/p&gt;</comment>
                                                            <comment id="15762" author="557058:1f093336-57f7-4359-9b28-6e72640645af" created="Wed, 15 Sep 2021 18:44:04 +0000"  >&lt;p&gt;Thanks, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt;&#160;- &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5f749d22a290960075f88d39&quot; class=&quot;user-hover&quot; rel=&quot;5f749d22a290960075f88d39&quot; data-account-id=&quot;5f749d22a290960075f88d39&quot; accountid=&quot;5f749d22a290960075f88d39&quot; rel=&quot;noreferrer&quot;&gt;Andy Horbal&lt;/a&gt;&#160;can answer any questions and/or test.&lt;/p&gt;</comment>
                                                            <comment id="15769" author="632e148361dbef2805be710f" created="Fri, 10 Dec 2021 00:38:47 +0000"  >&lt;p&gt;I wonder how much trouble it would be to implement the same lookup code from ui-checkin in this component?&lt;/p&gt;</comment>
                                                            <comment id="15775" author="5d794c218ce6b60c3810eb8a" created="Wed, 13 Apr 2022 19:11:29 +0000"  >&lt;p&gt;&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=632e148361dbef2805be710f&quot; class=&quot;user-hover&quot; rel=&quot;632e148361dbef2805be710f&quot; data-account-id=&quot;632e148361dbef2805be710f&quot; accountid=&quot;632e148361dbef2805be710f&quot; rel=&quot;noreferrer&quot;&gt;Brooks Travis&lt;/a&gt;, is this still a relevant feature? I&apos;m not sure I&apos;m catching the nuances, here.&#160;&lt;/p&gt;</comment>
                                                            <comment id="15779" author="632e148361dbef2805be710f" created="Fri, 15 Apr 2022 03:07:16 +0000"  >&lt;p&gt;Yes. It would be very useful if the patron lookup field in Requests accepted the same lookup values as Check In.&lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5d794c218ce6b60c3810eb8a&quot; class=&quot;user-hover&quot; rel=&quot;5d794c218ce6b60c3810eb8a&quot; data-account-id=&quot;5d794c218ce6b60c3810eb8a&quot; accountid=&quot;5d794c218ce6b60c3810eb8a&quot; rel=&quot;noreferrer&quot;&gt;Stephanie Buck&lt;/a&gt; &lt;/p&gt;</comment>
                                                            <comment id="15783" author="5d794c218ce6b60c3810eb8a" created="Fri, 15 Apr 2022 13:21:01 +0000"  >&lt;p&gt;Thanks, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=632e148361dbef2805be710f&quot; class=&quot;user-hover&quot; rel=&quot;632e148361dbef2805be710f&quot; data-account-id=&quot;632e148361dbef2805be710f&quot; accountid=&quot;632e148361dbef2805be710f&quot; rel=&quot;noreferrer&quot;&gt;Brooks Travis&lt;/a&gt;. I&apos;m moving this into draft since there are no stories/requirements written yet.&#160;&lt;/p&gt;</comment>
                                                            <comment id="15787" author="62a96ae7192edb006f9f1bf9" created="Tue, 6 Sep 2022 16:19:16 +0000"  >&lt;p&gt;Hey &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5d794c218ce6b60c3810eb8a&quot; class=&quot;user-hover&quot; rel=&quot;5d794c218ce6b60c3810eb8a&quot; data-account-id=&quot;5d794c218ce6b60c3810eb8a&quot; accountid=&quot;5d794c218ce6b60c3810eb8a&quot; rel=&quot;noreferrer&quot;&gt;Stephanie Buck&lt;/a&gt;, &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=5c48911b54e1e6466b11f38c&quot; class=&quot;user-hover&quot; rel=&quot;5c48911b54e1e6466b11f38c&quot; data-account-id=&quot;5c48911b54e1e6466b11f38c&quot; accountid=&quot;5c48911b54e1e6466b11f38c&quot; rel=&quot;noreferrer&quot;&gt;Erin Nettifee&lt;/a&gt; and &lt;a href=&quot;https://folio-org.atlassian.net/secure/ViewProfile.jspa?accountId=632e148361dbef2805be710f&quot; class=&quot;user-hover&quot; rel=&quot;632e148361dbef2805be710f&quot; data-account-id=&quot;632e148361dbef2805be710f&quot; accountid=&quot;632e148361dbef2805be710f&quot; rel=&quot;noreferrer&quot;&gt;Brooks Travis&lt;/a&gt;, I am reviewing this feature and I think &lt;a href=&quot;https://bugfest-mg.int.aws.folio.org/&quot; class=&quot;external-link&quot; rel=&quot;nofollow noreferrer&quot;&gt;https://bugfest-mg.int.aws.folio.org/&lt;/a&gt; supports this feature request. When I click on the Requestor lookup... I am able to search by username, email, barcode, and external system ID.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Or is the requirement to have the highlighted section&lt;/b&gt;&#160;&lt;/p&gt;

&lt;p&gt;&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/10046&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt; Behave like Checkout app&apos;s&#160;&lt;/p&gt;

&lt;p&gt;&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/10049&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt;&lt;/p&gt;

&lt;p&gt;Which is powered by Settings selection&#160;&lt;/p&gt;

&lt;p&gt;&lt;span class=&quot;image-wrap&quot; style=&quot;&quot;&gt;&lt;img src=&quot;/rest/api/3/attachment/content/10050&quot; style=&quot;border: 0px solid black&quot; /&gt;&lt;/span&gt;&lt;/p&gt;

&lt;p&gt;&#160;&lt;/p&gt;</comment>
                                                            <comment id="15792" author="5c48911b54e1e6466b11f38c" created="Tue, 6 Sep 2022 21:45:03 +0000"  >&lt;p&gt;It&apos;s the latter &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; - libraries want to just do the search without having to click the patron search popup.&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10002">
                    <name>Duplicate</name>
                                                                <inwardlinks description="is duplicated by">
                                        <issuelink>
            <issuekey id="12345">UXPROD-3490</issuekey>
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