Loan rules, UX iteration 3

ux-iteration
english
uxi-loan-rules

#1

Demonstration: https://vimeo.com/217588121/186194dc8c/

Assets (only relevant for project managers): https://www.dropbox.com/s/bethe9lqgu1q23r/loan-rules-iteration-3-assets.zip?dl=0


#2

I am liking what I see in this demonstration, it looks like it will give us the complexity we would need - but it is covering only half the story; what is the position with the ‘policies’, please? are they to be covered in a later demonstration? I have not been able to find them by searching the site.

Best wishes,

Alan Exelby


#3

Hi Alan,

Thanks for your comment and feedback. We will share the loan policy design shortly.


#4

We discussed this iteration in the RA SIG meeting, and I promised to provide an example of what the design would look like without icons — see attached.

Personally, I feel like the version with icons is a lot easier to scan when you skim through the text. Have a look and let me know what you think.

Thank you,


#5

In the RA SIG meeting, we also discussed some other things, including:

The listing of the different location levels in the priority setting ought not to include all levels, rather: Location should be one of the things listed, but as a whole — e.g. with the letter L for location, rather than A, B, C, S for Campus, Branch, Collection, Shelf.

We also discussed that one should be able to preview and edit the policies directly from the loan rules screen, by opening a modal.

Lastly, we discussed that a search design example should be provided for review. And if possible, a more interactive prototype people can try out.


#6

Updates as per request in the SIG meeting this Monday:

Viewing and editing policies right from the loan rules screen (loan policy menu and preview and edit option opens on top of loan rules layout):


Searching (it will find matches to your query, both indirect and exact. And allow you to choose to see only exact matches or all matches):


Indicating errors in syntax:


Ability to test rules by testing a combination of a criteria value with a patron or patron group:


#7

Could the test allow for input of all 4 criteria but not require it? n.b. it can be very difficult to identify an item that has exactly the correct combination of features


#8

Yes, this layout should be able to accomodate that


#9

A post was split to a new topic: Loan rules, UX iteration #4


#10

Please post new comments on the new post.