...

Brief description

This is the first test for ECS circulation functionality, focusing on Requeststitle level 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 test is to verify that ECS title level request functionality works as expected.

...

Testing will take place September 3-9, 2024. Please have the form submitted by the end of the day on September 9, 2024.

Links

Test environment:

Test credentials: (username/password)

Jira feature:

Feedback form:

Related Videos

Functionality Overview Video (Originally created for Library of Congress)

Link to video demonstration(s)

Instructions

1. Create a Title level request (workflow A)

...

5. Edit a Title level request

   • Log in to

   • Navigate to the Requests app

   • Using the search box or filters on the left, look for one of the requests you created in steps 1-3

   • Select the request by clicking on it’s line in the results table

   • Review the following in the Request details pane: Request expiration date, Fulfillment preference, Pickup service point

   • Click on the Actions button in the Request details and select Edit

   • Edit the form by adding a Request expiration date, or by changing the Fulfillment preference or Pickup service point

   • Click Save & close

   • Click on the Actions menu in the Request details and select Edit again

   • Edit the form a second time by adding or changing the Request expiration date, or by changing the Fulfillment preference or Pickup service point

   • Click Cancel

   • Questions for form

     • Did you locate a request you placed previously?

     • Were you able to change the contents in one of the fields listed in the instructions?

     • Were you able to Save & close an edited request?

     • Did you see the changes reflected in the Request details?

     • Were you able to edit the same request a second time?

     • Were you able to cancel the edited form?

     • Did your edits appear in the Request details?

6. Reorder a title request queue

   • Log in to

   • Navigate to the Requests app

   • Locate a request you created in steps 1-3

   • From the request details, select the Actions dropdown

   • Select Reorder queue

   • Using the 6 dots to the left of the Order column, click and drag a request to a different place in the queue

   • Pay attention to the number in the Order column

     • Questions for form

       • Were you able to reorder the request queue?

       • Did the numbers adjust accordingly in the order queue?

7. Cancel a title level request

   • Log in to

   • Navigate to the Requests app

   • Locate a request you created in steps 1-3

   • From the request details, select the Actions dropdown

   • Select Cancel

   • Select a Reason for cancellation from the dropdown menu

   • Click Confirm

   • Look at the request details and note the request status

     • Questions for form

       • Were you able to cancel a request?

       • Did the request status update to Closed - Cancelled?

         • If not, what does the request status show?

   Create an Item level request < update from Central tenant

8. Log into

9. Change your affiliation from [kjgdghfd] to [dlkhfdosihf]

10. Navigate to the Inventory app

11. Find [title]

12. Open the Consortial holdings accordion until you find an item barcode

13. Copy the item barcode

14. Navigate to the Requests app

15. From the Actions dropdown menu, select New

16. Check to make sure the box next to Create title level request is not checked

17. Paste the item barcode into the Item barcode box and select Enter

18. Select the Requester lookup link and select the check box next to Active

19. Choose a requester from the list and select enter

20. Select a request type and pickup service point

Click enter

Questions for form

21. Did the item and requester areas populate with the correct information

Were you able to place a request successfully

• • • • ?

22. Did you see the green success message at the bottom right of the screen?

23. View Item level request details

    1. Log into

    2. Ensure you are affiliated with the data tenant you used to place your item request

    3. Navigate to the Requests app

    4. Select any of the following filters by checking the box:

       1. Holds

       2. Pages

       3. Open - Not yet filled

       4. Item

    5. Scroll through Requests that appear in the main pane of the Requests app and locate a request you placed in this testing session

    6. Click on the request

       1. 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?

24. Edit an Item level request

25. Cancel an Item level request