Brief description
This is the first test for ECS circulation functionality, focusing on Requests. This functionality includes the ability to create item and title level requests in borrowing and lending tenants. For the Library of Congress, this mean requesting from the Central tenant and a Collection/Data tenant. The goal of this
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test is to verify that
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ECS request functionality works as expected.
Create TLR request in borrowing/Central tenant
Locate item in Inventory, note location of item, change affiliation, place ILR
Appropriate patron notices sent for TLR and ILR Requests
Testing will take place the week XYZ. Please submit any feedback by the end of the day on XYZ.
Links
Test environment:
Test credentials: (username/password)
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pic-at-checkout/pic-at-checkout - Check out: all permissions + User Record View + Profile Pictures View
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no-pic-checkout/no-pic-checkout - Check out: all permissions + User Record View
Jira feature:
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Feedback form:
Related Videos
UAT Overview
Functionality Overview Video (Originally created for Library of Congress)
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Link to video demonstration(s)
Create TLR request in borrowing/Central tenant
Locate item in Inventory, note location of item, change affiliation, place ILR
Appropriate patron notices sent for TLR and ILR Requests
Edit ILR
Cancel ILR
Edit TLR request in borrowing/Central tenant
Cancel TLR request in borrowing/Central tenant
Reorder queue on Primary circulation request (borrowing/Central tenant)
Loans
Check item out from Central tenant
Check item in to Central tenant
Ensure item is routed back to home location in data tenant
Appropriate patron notices sent for Loans
Find above transactions in the Circ log & verify info in each column
Look at Loan details
Look at User details
Staff slips
Print pick slips
Print hold search slips - item
Print hold search slips - title
Link to video demonstration(s)
Instructions
Handling Invalid URLs
Log in to test environment (linked above) using the uat-setup/uat-setup credentials
Navigate to the Users app
Search for and open any user record to the edit screen.
Under profile picture, select Update > External URL
Experiment with using a mix of image URLs and non-image URLs, after inputting a URL select “Save”. For invalid or non-image URLs an error message should display, for valid image URLs the image should be previewed under profile picture on the edit screen.
Profile pictures displaying at Check out
Setup
Log in to the test environment (linked above) using the uat-setup/uat-setup credentials
Navigate to the Users app
Ensure that at least two users exist with barcodes, and a proxy/sponsor relationship between them. At least one of these users should have a profile picture
For the purposes of this test, three users have been pre-defined:
Name: UAT, Proxy - Barcode: proxy
Name: UAT, Sponsor - Barcode: sponsor
Name: UAT, With Profile Picture - Barcode: with-pic
Feel free to create additional users and add profile pictures and/or proxy-sponsor relationships to them, but please avoid modifying the three pre-defined users.
Be sure to include a barcode on any new users so you are able to look them up at Check out.
Check out - With Profile Picture Permissions
Log in to the test environment (linked above) using the pic-at-checkout/pic-at-checkout credentials
Navigate to the Check out app
Look up some test users without proxy-sponsor relationships
Users without profile pictures should display the profile picture placeholder image
Users with profile pictures should display the profile picture
Look up some test users with proxy-sponsor relationships
When users borrow on behalf of others, each user’s profile picture (or the placeholder image when no profile picture exists) should be displayed alongside their other other information
Check out - Without Profile Picture Permissions
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Log in to the test environment (linked above) using the no-pic-checkout/no-pic-checkout credentials
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Navigate to the Check out app
Look up some of the same users from your first tests
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Instructions
Create a title level request (workflow A)
Log in to
Navigate to the Inventory app
Find [title]
Copy the HRID from the Administrative data accordion
Navigate to the Requests app
From the Actions dropdown menu, select New
Paste the UUID or HRID into the Title information box and select enter
Select the Requester lookup link and select the check box next to Active
Choose a requester from the list and select enter
Select a request type and pickup service point
Click enter
Questions for form
Did the title and requester areas populate with the correct information
Were you able to place a request successfully?
Did you see the green success message at the bottom right of the screen?
Create a title level request (workflow B)
Log in to
Navigate to the Requests app
From the Actions dropdown menu, select New
Select the Title lookup link and search for a title (* will bring up all titles)
Choose a Title from the list and click on it
Select the Requester lookup link and select the check box next to Active
Choose a requester from the list and select enter
Select a request type and pickup service point
Click enter
Questions for form
Did the title and requester areas populate with the correct information
Were you able to place a request successfully?
Did you see the green success message at the bottom right of the screen?
Create an item level request
View request details