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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

    • Large < 10 days
    • Low
    • Large < 10 days
    • Firebird
    • ID449 (is a small part of this)
    • Resource Access
    • 79
    • ranked high by round IV implementers
    • R1
    • R1
    • R1
    • R1
    • R1
    • R2
    • R5
    • R2
    • R1
    • R1
    • 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

        Attachments

          Issue Links

            duplicates

            New Feature - New feature requests UXPROD-932 Bounced email report for patron notices

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Draft
            is defined by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CIRC-859 Spike: Technical design for Circulation log feature

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CIRC-929 Log Event Publisher for Notices

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CIRC-930 Log Event Publisher for Requests flow

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. CIRC-933 Log Event Publisher for Loans

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. CIRC-957 Declared lost, Anonymized, Renewed through override loan actions don't appear in circ log

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. CIRC-986 User details are absent in aged to lost loan circ log record

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. CIRC-1015 Not loaned checked in item was not recorded in the circulation log

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. CIRCSTORE-247 Request log actions: Pickup expired, Expired

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-9 Create LogRecord schema

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-10 GET /audit-data/logs for Circulation Audit Logs

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-12 Prepare DB tables for Circulation Audit Logs

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-14 LogEventSender library

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-15 LogEventListener for mod-audit

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-16 Loans: log actions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-17 Fees/fines: log actions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-18 Blocks: log actions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-19 Requests: log actions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-20 Check In/Check Out: log actions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-21 Notices: log actions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-28 User barcode isn't present in log record entry

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-29 Template name in Notices log description and Source filed in Loan log record are empty

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-30 Source field in Loan log record is empty

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-31 Requests log actions - improvements

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-32 A sent notice is not appearing in Circ log when filtering on item barcode or check box

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-35 Double http responses caused "Response head already sent" and db connection leak

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-41 Fees/fines records in Circulation log do not contain item details

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODAUD-44 Update mod-audit requests to handle REQUEST_EXPIRED_EVENT

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFEE-124 Log Event Publisher for Fees/Fines flow

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODFEE-125 Log Event Publisher for Blocks flow

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. MODFEE-131 Fee/fine actions do not appear in circ log

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-1 Select and open the Circulation Log app

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-2 Open Circulation Log search & filter screen

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-3 View circulation log table

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-4 Filtering & Searching the circulation logs

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-5 Circulation Log filters

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-7 Circulation log select Action dropdown

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-9 Circulation log Notices filter

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-10 Circulation log Loan filters

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-11 Project Setup: ui-circulation-log

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-12 Circulation log ellipses pop up box

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-13 Circulation log permissions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-15 Circulation Audit log architecture

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-16 Ellipses pop up for Manual Blocks

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-18 Ellipses menu option permissions

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-19 Update circulation log table headings

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-20 Switch service point filter from checkboxes to multi-select picker

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-21 Show items for multiple-item notice in circulation log

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Bug - A problem which impairs or prevents the functions of the product. UICIRCLOG-24 Newly added log should be at the top of the list

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UX-381 Icon for Circulation Log app

            • TBD - To be determined
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UX-382 Mockups for circulation log app

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UX-387 Show/hide items for multiple-item notice in circulation log

            • TBD - To be determined
            • Closed
            is required by

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UICIRCLOG-17 Cover ui-circulation-log by unit test with Jest

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODAUD-8 Spike: Circulation log of all actions filtered by a patron and/or a item with additional filters

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-283 View status history on item record (Q4 2019 work)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-933 Loans in-app report: Determine item use before weeding

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-1056 Requests: track and display all changes to a request

            • P4 - lowest priority level, nice-to have things that require future discussion and design
            • Draft

            New Feature - New feature requests UXPROD-1327 Circulation statistics for item on item record

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Analysis Complete

            New Feature - New feature requests UXPROD-2181 View last check in on item record

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2467 Configure whether to anonymize staff information across FOLIO

            • TBD - To be determined
            • Open

            New Feature - New feature requests UXPROD-2832 Circulation log updates

            • TBD - To be determined
            • Closed

            Task - A task that needs to be done. FOLIO-2361 enable mod-audit-filter in platform-complete

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-283 View status history on item record (Q4 2019 work)

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-933 Loans in-app report: Determine item use before weeding

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-1327 Circulation statistics for item on item record

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Analysis Complete

            New Feature - New feature requests UXPROD-1407 Loans in-app report: Item loan history

            • TBD - To be determined
            • Closed

            New Feature - New feature requests UXPROD-2181 View last check in on item record

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-2691 Circulation log export to CSV

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Activity

              People

                stephaniesbuck Stephanie Buck
                dbranchini Darcy Branchini
                Harry Harry
                Harry Harry
                Cheryl Malmborg, David Bottorff, Joanne Leary
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                Dates

                  Created:
                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases