Use CO Match to return items from loan

[tmcelrath]

Feature or enhancement

I would like to use Collection Object Match not just to add objects to a loan, but also to return them.
Use the same format as in Edit Loans.
Select all matched collection objects, mark as any of the loan statuses, and also add date.

Location

Collection object match

Screenshot, napkin sketch of interface, or conceptual description

Your role

Collection manager

[tmcelrath]

@mjy any chance we can add this by next release? I have a spreadsheet with over 2000+ catalog numbers I do NOT want to return/click one by one.

[mjy]

@tmcelrath not by the next minor release, sorry, but we can try and get this integrated into the CO filter (a new loan radial) soonish.

[tmcelrath]

Do we want this in CO filter or CO match? Or are they getting merged? I would prefer in CO match right now.

[mjy]

CO filter has match (most filters do now)

Imagine in CO filter a new radial with slices to add/return etc. objects to some loan. A far more poweful way to select and deal with specimen/loan relationships I think?

[tmcelrath]

Ah, cool. Yeah, that would work.

[mjy]

I'm envision batch updates to objects in other ways merging to filter, or at least originating in filter when more complex.

[tmcelrath]

Just as a comparison @mjy , it took me four hours to return items from a large loan from a spreadsheet where I had all the numbers available, vs. 2 minutes to add those numbers to a new loan. This is ABSOLUTELY a priority for me now.

[tmcelrath]

That was for ~300 numbers. I have ~2000 in an upcoming returned loan to do next. By that logic returning the loan will take ~27 hoursish :0

[mjy]

I can't believe you let it run for 4 hours :). Something definitely wrong there. Not suprising as Filter CO conects a ton of things, but that latency suggests big problem with the underlying query.

[tmcelrath]

No no. There is no way to do it automatically. That's me doing it manually.

I'm just comparing the automatic adding things to loans vs. the manual removing things from loans.

[tmcelrath]

So, adding, automatic, with identifier matching = 2 minutes.
So removing, manual, clicking over 300 objects and comparing them to two different spreadsheets = 4 hours.

Need an automatic way to remove from a loan given a set of catalog numbers.

[mjy]

Radial.

3 Slices.

• Add
• Return
• Return and add

Inputs: (params are all the same as used in loan_items)

Add

• POST /loan_items/batch_create
• Loan (autocomplete to loan, or smart selector if available)

Return

• POST /loan_items/batch_return
• Status (same as loan item row)
• Date returned (with button to set for "Now")

Return and add

• POST /loan_items/batch_move

2 sections (basically we are returning from one loan AND adding the returned to a loan)

1. "Return"

• Status (same as loan item row)
• Date returned (with button to set for "Now")

2. "Add"

• Loan (autocomplete to loan, or smart selector if available)

All forms include typed confirmation after green button clicked (Add, Return, Return and add)

post :batch_return
post :batch_move