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  1. ui-users
  2. UIU-1110

Export patron loans to CSV: fields from overdue loans export

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Details

    • Story
    • Status: Open (View Workflow)
    • P4
    • Resolution: Unresolved
    • None
    • None
    • 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

      1. 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
      2. 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
      3. 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
      4. 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

      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.

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                Unassigned Unassigned
                ecboettcher Emma Boettcher
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                  Created:
                  Updated:

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