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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Vega
Description
Purpose: As a staff member exporting loan history on behalf of a patron, I want to see the loan details laid out clearly for them, so that I do not have to edit the document for them.
Scenarios:
- Scenario
- Given a patron’s closed loans
- When a user exports them as a CSV file
- Then show in the CSV the following fields with the appropriate labels and values
- Loan status
- In current export as status.name
- Borrower name
- Show as Last name, First name
- Borrower barcode
- Not in current export
- Proxy borrower
- Show as Last name, First name
- Not in current export
- Title
- In current export as item.title
- Contributors
- Not in current export
- Barcode
- In current export as item.barcode
- Call number prefix: item's effective call number prefix
- Call number: item's effective call number
- Call number suffix: item's effective call number suffix
- Volume: item's volume
- Enumeration: item's enumeration
- Chronology: item's chronology
- Copy number: item-level copy number
- Location
- In current export as item.location.name
- Material type
- In current export as item.materialType.name
- Item status
- In export as item.status.name
- Due date
- In export as dueDate
- Return date
- In export as returnDate
- Renewals
- Show number of renewals on loan
- Not in current export
- Check in service point
- Show name of service point
- Not in current export
- Loan policy
- In export as loanPolicyID
- name of loan policy
- Overdue fine policy
- Lost item fee policy
- Loan date
- In export as loanDate
- Fee/fine
- Show value of fee/fine remaining on loan
- Not in current export
- Requests
- Show number of requests on item at time loan closed
- Not in current export
- Claimed returned
- should always be empty for closed loans report
- Not in current export
- Lost
- Date and time the item status changed to declared lost or aged to lost, if the item status is lost and paid
- Not in current export
- Loan status
- Scenario
- Given a patron’s open loans
- When a user exports them as a CSV file
- Then show in the CSV the following fields with the appropriate labels and values
- Loan status
- In current export as status.name
- Borrower
- Show as Last name, First name
- Proxy borrower
- Show as Last name, First name
- Not in current export
- Title
- In current export as item.title
- Contributors
- Not in current export
- Barcode
- In current export as item.barcode
- Call number prefix: item's effective call number prefix
- Call number: item's effective call number
- Call number suffix: item's effective call number suffix
- Volume: item's volume
- Enumeration: item's enumeration
- Chronology: item's chronology
- Copy number: item-level copy number
- Location
- In current export as item.location.name
- Material type
- In current export as item.materialType.name
- Item status
- In export as item.status.name
- Due date
- In export as dueDate
- Return date
- In export as returnDate
- Renewals
- Show number of renewals on loan
- Not in current export
- Check in service point
- Show name of service point
- Not in current export
- Loan policy (name of loan policy)
- In export as loanPolicyID
- Overdue fine policy
- name of overdue fine policy
- Not in current export
- Lost item fee policy
- name of lost item fee policy
- Not in current export
- Loan date
- In export as loanDate
- Fee/fine
- Show value of fee/fine remaining on loan
- Not in current export
- Requests
- Show number of requests on item
- Not in current export
- Claimed returned
- Date and time the item was claimed returned, if the item status is claimed returned
- Not in current export
- Lost
- Date and time the item status changed to declared lost or aged to lost, if the item status is declared lost or aged to lost
- Not in current export
- Loan status
- Scenario
- Given a patron’s closed loans
- When a user exports them as a CSV file
- Then exclude the following fields from the CSV:
- userID (instead, use Borrower name)
- itemID
- systemReturnDate
- action
- metadata.createdDate
- metadata.createdByUserId
- metadata.updatedDate
- metadata.updatedByUserId
- item.holdingsRecordId
- item.instanceId
- Scenario
- Given a patron’s open loans
- When a user exports them as a CSV file
- Then exclude the following fields from the CSV:
- userID (instead, use Borrower name)
- itemID
- systemReturnDate
- action
- metadata.createdDate
- metadata.createdByUserId
- metadata.updatedDate
- metadata.updatedByUserId
- item.holdingsRecordId
- item.instanceId
Note: Many of these fields are in the current CSV export and are noted above as such, but have names that may be unfamiliar if the export is passed on to the borrower (as is a common use case).
Implementation note: While this story is specific to exporting loans, we will need the ability to export other types of lists as well in FOLIO (e.g. fees/fines, users, requests). Please consider implementing as a reusable component.
TestRail: Results
Attachments
Issue Links
- is blocked by
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CIRC-101 Export loans for an user to CSV format
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- Closed
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- relates to
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UIU-459 Export patron's loans to CSV
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- Closed
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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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