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  1. User Experience Design
  2. UX-421

UX: INN-Reach UI - INN-Reach App

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    Details

    • Type: New Feature
    • Status: Open (View Workflow)
    • Priority: TBD
    • Resolution: Unresolved
    • Labels:
      None
    • Template:
      Front-end User Story Template
    • Development Team:
      None

      Description

      Purpose
      As a library staff member, I need a UI to view and manage the state of INN-Reach request transactions, as well as perform bulk circulation operations (such as check out to borrowing site, and return unwanted items).

      Application should have multiple staff-selectable modes (via dropdown menu or other selection UI)

      Landing View - Transaction List/Search
      When the staff member first selects the INN-Reach App from the app list, it should show a search box and a list of transactions (first 100, newest to oldest), similar to Requests App, with filters for:

      • Transaction type (Item, Patron, Local)
      • Transaction status (TBD)
      • Central server
      • Patron agency
      • Item agency
      • INN-Reach patron type
      • INN-Reach material type

      Search by:

      • Patron ID (INN-Reach)
      • Item Barcode
      • Patron Name
      • Patron Barcode
      • Item Title
      • Item Barcode

      Results List Columns:

      • Transaction time
      • Transaction type
      • Item title + Agency code
      • Patron name + Agency code
      • Transaction status (INN-Reach)

      Results List Action Menu: The results list should also have an action menu for reports (TBD).

      Transaction Detail Pane:
      When a transaction is selected from the result list, the UI should display a transaction detail pane with the following accordions and values:

      1. Transaction Summary
        • Same values as the results list columns
        • Pickup Location
        • Request (link to request detail)
        • Loan (Link to loan detail)
      2. Patron Information
        • Display patronId provide by INN-Reach with active link to patron record if local patron
        • Patron name (as displayed in INN-Reach)
        • Patron type (pType)
        • Patron tgency (with link to agency details in Settings)
      3. Item Information
        • Display itemId provided by INN-Reach with active link to item record if local item
        • Item title as provided by INN-Reach
        • Central item type
        • Author as provided by INN-Reach
        • Call No. as provide by INN-Reach
        • Item agency code + (description)

      Transaction Detail Action Menu:
      The transaction detail action menu should contain the following actions, depending on status/type:

      • Check out to borrowing site (item holds)
      • Transfer hold to another item (item holds)
      • Recall item (item holds, item status ITEM_SHIPPED or later)
      • Cancel hold (all types, item status not yet ITEM_SHIPPED or later)
      • Receive item (patron holds)
      • Receive unshipped item (patron holds)
      • Returned uncirculated item (patron holds)

      Check out to Borrowing Site
      If the staff member selects the "Check-out to Borrowing Site" mode from the mode selection menu, the left-hand pane should change to display the mode name and the middle (and right-hand) pane(s) should be replaced by a Item Lookup field (a la Check Out app), where the user can scan multiple items with barcode scanner to check them out to their borrowing sites. Sessions should expire after configurable time, and the UI reset.

      A running list of items should be displayed with the following columns:

      • Item number (No.)
      • Barcode
      • Title
      • Loan policy
      • Due date
      • Time
      • Destination (pickup location name and code)
      • Action menu (…)
        • Loan detail
        • Request detail
        • Change due date
        • INN-Reach transaction detail

      Check in
      If the staff member selects the "Check in" mode from the mode selection menu, the left-hand pane should change to display the mode name and the middle (and right-hand) pane(s) should be replaced by a Item Lookup field (a la Check in app), where the user can scan multiple items with barcode scanner to check in items. Logic of what to do with the item (eg. to return to their owning site(s) uncirculated, receive a shipped item at the borrowing site, check an item in at the borrowing site and begin return process, etc.) will be determined by front-end or backend logic. Sessions should expire after configurable time (same as main check in app), and the UI reset.

      A running list of items should be displayed with the same columns as the regular Check In app. The action menu (…) should contain the usual fields, plus:

      • INN-Reach transaction detail

      Check out

      If the staff member selects the "Check out" mode form the mode selection menu, the left-hand pane should change to display the mode name and a patron lookup interface identical to main Check Out app. Remaining behavior and UI should also be identical to the main Check Out app, with the addition of:

      • INN-Reach transaction detail

      to the loan action (…) menu. Some logic will be layered in to handle special cases for checkout (such as multiple barcode match, UX TBD).

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                Assignee:
                kkester Kimie Kester
                Reporter:
                brookstravis Brooks Travis
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                  Created:
                  Updated:

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