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  1. UX Product
  2. UXPROD-1703

Circulation log of all actions filtered by a patron and/or a item with additional filters

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    Details

    • Template:
      UXPROD features
    • Front End Estimate:
      Large < 10 days
    • Back End Estimate:
      Large < 10 days
    • Confidence factor:
      Low
    • Development Team:
      Firebird
    • Report ID (pre-May 2019):
      ID449 (is a small part of this)
    • Report Functional Area(s):
      Resource Access
    • Calculated Total Rank:
      85
    • PO Rank:
      79
    • PO Ranking Note:
      ranked high by round IV implementers
    • Rank: BNCF (MVP Feb 2020):
      R1
    • Rank: Chicago (MVP Sum 2020):
      R1
    • Rank: Cornell (Full Sum 2021):
      R1
    • Rank: Duke (Full Sum 2021):
      R1
    • Rank: 5Colleges (Full Jul 2021):
      R1
    • Rank: FLO (MVP Sum 2020):
      R2
    • Rank: GBV (MVP Sum 2020):
      R5
    • Rank: Lehigh (MVP Summer 2020):
      R2
    • Rank: MO State (MVP June 2020):
      R1
    • Rank: TAMU (MVP Jan 2021):
      R1
    • Rank: U of AL (MVP Oct 2020):
      R2

      Description

      In-app report with real-time data. Filters include date range, type of action/event, type of notice, material type, item, patron, patron group, etc. Actions/events included would be check-in, check-out, renewal, requests, notices, and more. For some institutions, patron data would be anonymized.

      Circulation Log Ideas Spreadsheet: https://docs.google.com/spreadsheets/d/1appTFVPMZJSfO_WThrFkFurg7lSBe4eCtMC9hF1vacw/edit?usp=sharing

      Log Examples: https://docs.google.com/spreadsheets/d/1JTWdAP54Fki_sXHmHbqCGWnxVRkcOum0I_SbWW66fuI/edit#gid=189640390

      Requirements:
      https://docs.google.com/spreadsheets/d/1D7bhNTH341yq9A7fo6AFNNnHYu4a5Stk3SoFCz71aXE/edit#gid=0

      Tech Design:
      https://wiki.folio.org/pages/viewpage.action?pageId=36580063

      NFR:
      https://docs.google.com/spreadsheets/d/1sMu8FM_w1SpOosGQMJyBhFDKz-dIWPn1t7sqzpNYC2U/edit#gid=2108767638

      Grooming

      Export to CSV

      Work on Exporting to CSV was not completed in Q3 2020. That work has moved to UXPROD-2691.

        TestRail: Results

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                Assignee:
                stephaniesbuck Stephanie Buck
                Reporter:
                dbranchini Darcy Branchini
                Front End Estimator:
                Harry Harry
                Back End Estimator:
                Harry Harry
                Report Contact(s):
                Cheryl Malmborg, David Bottorff, Joanne Leary
                Votes:
                0 Vote for this issue
                Watchers:
                8 Start watching this issue

                  Dates

                  Created:
                  Updated:
                  Resolved:

                    TestRail: Runs

                      TestRail: Cases