UI changes by app pages and roles

Page	Screen	Lending library	Borrowing library	Pickup library	Borrowing/ Pickup	JIRA	TestRail: Cases
Loan details		Disable all loan actions >>TA: Yes.	Disable links on item (title, barcode)	Disable links on item (title, barcode) Disable all loan actions >>TA: Yes.	Disable links on item (title, barcode)	UIU-2964 UIU-2965 UIU-2966	C423451 C423446
Request details		There is only one action available in the Action menu: Cancel Request.	Disable links on item (title, barcode) There is only one action available in the Action menu: Cancel Request.	Disable links on item (title, barcode) There is only one action available in the Action menu: Cancel Request.	Disable links on item (title, barcode) There is only one action available in the Action menu: Cancel Request.	UIREQ-1032 UIREQ-1034 UIREQ-1035
Check in		Disable actions: New Fee/Fine Fee/fine details	No changes (Automatic Check-in)	Disable actions: Item details New Fee/Fine Fee/fine details	Disable actions: Disable Item details	UICHKIN-398 UICHKIN-403 UICHKIN-400	C423424
Check out		No changes (Automatic Check-out)	No changes (Automatic Check-out)	Disable action menu	Disable links on item details	UICHKOUT-871 UICHKOUT-872
Circulation log	Display “DCB (System)” value in Service Point and Source fields for automatically generated entries. Do not display links on the virtual item barcode in Pickup and Borrowing role. Patron Notifications will not be sent to virtual patrons from the Lending and Pickup libraries. These loan policies should be managed by library staff manually as part of configuration Fee Fines will not be applied to virtual patrons from the Lending and Pickup libraries. These loan policies should be managed by library staff manually as part of configuration. (DCB Loan Policy: no overdue fine policy, no lost item fee policy, send no notices ).	No Notifications No Fee/Fine	No item barcode link	No Notifications No Fee/Fine No item barcode link	No item barcode link	UICIRCLOG-140
User details		Disable Action menu Any actions for updating user details should be hidden (actions: create patron blocks, create fee/fine, create request, add new note)	No changes	Disable Action menu Any actions for updating user details should be hidden (actions: create patron blocks, create fee/fine, create request, add new note)	No changes	UIU-2987
User - Open loans		All loan actions are disabled Item details link is available in Action menu	Disable link on item details	All loan actions are disabled Action menu is hidden	Disable link on item details	UIU-2988	C423468
User - Closed loans		All loan actions are disabled Item details link is available in Action menu	Disable link on item details	All loan actions are disabled Action menu is hidden	Disable link on item details	UIU-2989

Lending library circulation flow

Lending library: virtual (DCB) patron, regular item

Sample of Circulation log entries:

Circ flow steps	User barcode	Item barcode	Object	Circ action	Date	Service point	Source	Description	Action menu
Page request created	1122	test1	Request	Created	8/29/2023, 10:19 AM	DCB SP	System	Type: Page.	User details Request details
Item in transit	1122	test1	-	Checked in	8/29/2023, 10:19 AM	Online	ADMINISTRATOR, DIKU	Item status: In transit to Circ Desk 1.	N/A
Item in transit	1122	test1	Request	Request status changed	8/29/2023, 10:19 AM	Online	ADMINISTRATOR, DIKU	Type: Page. New request status: Open - In transit (from: Open - Not yet filled).	Request details
Item arrived at Pickup library	1122	test1	-	Checked in	8/29/2023, 10:19 AM	DCB SP	System	Item status: Awaiting pickup.	N/A
Item arrived at Pickup library	1122	test1	Request	Request status changed	8/29/2023, 10:19 AM	DCB SP	System	Type: Page. Pickup service point: Circ Desk 1. New request status: Open - Awaiting pickup (from: Open - In transit).	Request details
Automatic Check-out by barcode at Pickup library	1122	test1	Loan	Checked out	9/26/2023, 9:27 AM	DCB SP	System	Checked out to proxy: no.	Loan details User details
Automatic Check-out by barcode at Pickup library	1122	test1	Request	Request status changed	9/26/2023, 9:27 AM	DCB SP	System	Type: Page. New request status: Closed - Filled (from: Open - Awaiting pickup).	Loan details User details Request details
Check-in at Lending library (Item returned)	1122	test1	-	Checked in	9/26/2023, 10:02 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Item status: In transit to Online.	N/A
Check-in at Lending library (Item returned)	1122	test1	Loan	Closed loan	9/26/2023, 10:02 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Item status: In transit. Backdated to: 2023-09-26 10:02:13. Overdue due date: 2023-10-26 23:59:59.	Loan details User details

Pickup library circulation flow

Pickup library: Virtual (DCB) patron, Virtual (DCB) item

Sample of Circulation log entries:

Circ flow steps	User barcode	Item barcode	Object	Circ action	Date	Service point	Source	Description	Action
Hold request created	456	test1	Request	Created	9/27/2023, 2:51 AM	DCB SP	System	Type: Hold.	User details Request details
Item in transit	1122	test1	-	Checked in	8/29/2023, 10:19 AM	DCB SP	System	Item status: In transit to Circ Desk 1.	N/A
Item in transit	1122	test1	Request	Request status changed	8/29/2023, 10:19 AM	DCB SP	System	Type: Page. New request status: Open - In transit (from: Open - Not yet filled).	Request details
Item arrived at Pickup library	456	test1	Request	Request status changed	9/27/2023, 2:54 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Type: Hold. Pickup service point: Circ Desk 1. New request status: Open - Awaiting pickup (from: Open - Not yet filled).	Request details
Item arrived at Pickup library	456	test1	-	Checked in	9/27/2023, 2:54 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Item status: Awaiting pickup.	N/A
Check-out by barcode at Pickup library	456	test1	Request	Request status changed	9/27/2023, 2:58 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Type: Hold. New request status: Closed - Filled (from: Open - Awaiting pickup).	Loan details User details Request details
Check-out by barcode at Pickup library	456	test1	Loan	Checked out	9/27/2023, 2:58 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Checked out to proxy: no.	User details Request details
Check-in an item at Pickup library	456	test1	-	Checked in	9/27/2023, 3:06 AM	Circ Desk 2	ADMINISTRATOR, DIKU	Item status: In transit to Circ Desk 1.	N/A
Check-in an item at Pickup library	456	test1	Loan	Closed loan	9/27/2023, 3:06 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Item status: In transit. Backdated to: 2023-09-28 11:47:39. Overdue due date: 2023-10-29 06:59:59.	Loan details User details

Borrowing library circulation flow

Borrowing library: Virtual (DCB) item, regular patron

Sample of Circulation log entries:

Circ flow steps	User barcode	Item barcode	Object	Circ action	Date	Service point	Source	Description	Action
Hold request created	456	test1	Request	Created	9/27/2023, 2:51 AM	DCB SP	System	Type: Hold.	User details Request details
Item in transit	1122	test1	-	Checked in	8/29/2023, 10:19 AM	DCB SP	System	Item status: In transit to Circ Desk 1.	N/A
Item in transit	1122	test1	Request	Request status changed	8/29/2023, 10:19 AM	DCB SP	System	Type: Page. New request status: Open - In transit (from: Open - Not yet filled).	Request details
Item arrived at Pickup library	456	test1	Request	Request status changed	9/27/2023, 2:54 AM	DCB SP	System	Type: Hold. Pickup service point: Circ Desk 1. New request status: Open - Awaiting pickup (from: Open - Not yet filled).	Request details
	456	test1	-	Checked in	9/27/2023, 2:54 AM	DCB SP	System	Item status: Awaiting pickup.	N/A
	456	test1	Notice		9/26/2023, 8:22 AM	Circ Desk 1	System		User details Notice policy Live version of template
Check-out by barcode at Pickup library	456	test1	Request	Request status changed	9/27/2023, 2:58 AM	DCB SP	System	Type: Hold. New request status: Closed - Filled (from: Open - Awaiting pickup).	Loan details User details Request details
Check-out by barcode at Pickup library	456	test1	Loan	Checked out	9/27/2023, 2:58 AM	DCB SP	System	Checked out to proxy: no.	User details Request details
Check-in an item at Pickup library	456	test1	-	Checked in	9/27/2023, 3:06 AM	DCB SP	System	Item status: In transit to Circ Desk 1.	N/A
Check-in an item at Pickup library	456	test1	Loan	Closed loan	9/27/2023, 3:06 AM	DCB SP	System	Item status: In transit. Backdated to: 2023-09-28 11:47:39. Overdue due date: 2023-10-29 06:59:59.	Loan details User details

Borrowing/Pickup library circulation flow

Borrowing library: Virtual (DCB) item, regular patron

Sample of Circulation log entries:

Circ flow steps	User barcode	Item barcode	Object	Circ action	Date	Service point	Source	Description	Action
Hold request created	456	test1	Request	Created	9/27/2023, 2:51 AM	DCB SP	System	Type: Hold.	User details Request details
Item in transit	1122	test1	-	Checked in	8/29/2023, 10:19 AM	DCB SP	System	Item status: In transit to Circ Desk 1.	N/A
Item in transit	1122	test1	Request	Request status changed	8/29/2023, 10:19 AM	DCB SP	System	Type: Page. New request status: Open - In transit (from: Open - Not yet filled).	Request details
Item arrived at Borrowing library	456	test1	Request	Request status changed	9/27/2023, 2:54 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Type: Hold. Pickup service point: Circ Desk 1. New request status: Open - Awaiting pickup (from: Open - Not yet filled).	Request details
	456	test1	-	Checked in	9/27/2023, 2:54 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Item status: Awaiting pickup.	N/A
	456	test1	Notice		9/26/2023, 8:22 AM	Circ Desk 1	System		User details Notice policy Live version of template
Check-out by barcode at Borrowing library	456	test1	Request	Request status changed	9/27/2023, 2:58 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Type: Hold. New request status: Closed - Filled (from: Open - Awaiting pickup).	Loan details User details Request details
Check-out by barcode at Borrowing library	456	test1	Loan	Checked out	9/27/2023, 2:58 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Checked out to proxy: no.	User details Request details
Check-in an item at Borrowing library	456	test1	-	Checked in	9/27/2023, 3:06 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Item status: In transit to Circ Desk 1.	N/A
Check-in an item at Borrowing library	456	test1	Loan	Closed loan	9/27/2023, 3:06 AM	Circ Desk 1	ADMINISTRATOR, DIKU	Item status: In transit. Backdated to: 2023-09-28 11:47:39. Overdue due date: 2023-10-29 06:59:59.	Loan details User details

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