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Link to video demonstration(s)
Instructions
Create a title 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
Check to make sure the box next to “Create title level request” is checked
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 by clicking on a name
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 Title level request (workflow B)
Log in to
Navigate to the Requests app
From the Actions dropdown menu, select New
Check to make sure the box next to “Create title level request” is checked
Select the Title lookup link and search for a title (* will bring up all titles)
Select a Title from the list by clicking 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 a title Title level request (workflow B) with a Proxy
Log in to
Navigate to the Requests app
From the Actions dropdown menu, select New
Check to make sure the box next to Create “Create title level request is checkedchecked”
Select the Title lookup link and search for a title (* will bring up all titles)
Choose a Title from the list and click by clicking on it
Select the Requester lookup link and select the check box next to Active
Choose a requester [1234] from the list and select enter Enter
Select the radio button next to the name below Or “Or acting as proxy for for” in the dialog box called Who “Who are you acting as?”
Select Continue
Select a request Request type and pickup Pickup service point
Click enter Enter
Questions for form
Did the Who “Who are you acting as?” dialog box appear for you?
When you selected the name below Or “Or acting as proxy for for” and selected Continue, did the Requester’s proxy information appear in the Requester information accordion, below the Requester patron group?
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 Item level request
Log into
Change your affiliation from [kjgdghfd] to [dlkhfdosihf]
Navigate to the Inventory app
Find [title]
Open the Consortial holdings accordion until you find an item barcode
Copy the item barcode
Navigate to the Requests app
From the Actions dropdown menu, select New
Check to make sure the box next to Create title level request is not checked
Paste the item barcode into the Item barcode 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 item 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?
View title Title level request details
Log into
Ensure you are affiliated with the Central/Consortium tenant
Navigate to the Requests app
Select any of the following filters by checking the box:
Holds
Pages
Open - Not yet filled
Title
Scroll through Requests that appear in the main pane of the Requests app and locate a request you placed in this testing session
Click on the request
Questions for form:
When you selected one of the filters listed in the test, did requests appear in the main pane of the Requests app?
Were you able to locate a request you placed?
When you clicked on the request, did a third pane entitled Request details load for you?
View item Item level request details
Log into
Ensure you are affiliated with the data tenant you used to place your item request
Navigate to the Requests app
Select any of the following filters by checking the box:
Holds
Pages
Open - Not yet filled
Item
Scroll through Requests that appear in the main pane of the Requests app and locate a request you placed in this testing session
Click on the request
Questions for form:
When you selected one of the filters listed in the test, did requests appear in the main pane of the Requests app?
Were you able to locate a request you placed?
When you clicked on the request, did a third pane entitled Request details load for you?