Details
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Story
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Status: Open (View Workflow)
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P4
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Resolution: Unresolved
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None
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None
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None
Description
Purpose: As a staff member exporting loan history on behalf of a patron, I want to see loan fields laid out clearly, so that I can pass on the document to them without further explanation.
Scenarios
- Scenario
- Given a patron's open loans
- When exported as CSV
- Then export column headers as first row of CSV
- Borrower
- Borrower ID
- Due date
- Loan date
- Loan policy
- Loan policy ID
- Loan ID
- Item title
- Material type
- Item status
- Barcode
- Call number
- Contributors
- Location
- Instance ID
- Holdings ID
- Item ID
- Scenario
- Given a loan in the overdue loans report
- When exporting
- Export the following metadata as comma-separated values:
- Borrower
- Format: Lastname, Firstname
- Borrower ID
- Due date
- Loan date
- Loan policy
- Use name of loan policy
- Loan policy ID
- Loan ID
- Item title
- Material type
- Item status
- Barcode
- Call number
- Contributors
- Location
- Instance ID
- Holdings ID
- Item ID
- Borrower
- Scenario
- Given a patron's closed loans
- When exported as CSV
- Then export column headers as first row of CSV
- Borrower
- Borrower ID
- Due date
- Loan date
- Loan policy
- Loan policy ID
- Loan ID
- Item title
- Material type
- Item status
- Barcode
- Call number
- Contributors
- Location
- Instance ID
- Holdings ID
- Item ID
- Scenario
- Given a loan in closed loans export
- When exporting
- Export the following metadata as comma-separated values:
- Borrower
- Format: Lastname, Firstname
- Borrower ID
- Due date
- Loan date
- Loan policy
- Use name of loan policy
- Loan policy ID
- Loan ID
- Item title
- Material type
- Item status
- Barcode
- Call number
- Contributors
- Location
- Instance ID
- Holdings ID
- Item ID
- Borrower
Notes:
- As of July 2019, this is lower priority but builds on previous work from the overdue loans report.
- Bold-face fields above represent the ones that are not currently included in CSV export.
- Some of the existing fields in the loan export have been reordered in this story to make it more consistent with the overdue loans report.
TestRail: Results
Attachments
Issue Links
- defines
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UXPROD-1118 Export user loans list to excel or csv (additional details)
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- Analysis Complete
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