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  1. Create a Title level request (workflow A)

  • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • 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

  1. Create a Title level request (workflow B)

  • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • 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 the title you used above

  • Select the Title from the test above by clicking on it

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

  • Choose a different Requester than the one used in the previous test from the list and select Enter

  • Select a Request type and Pickup service point

  • Click enter

  1. Create a Title level request (workflow B) with a Proxy

  • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • 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 the title you used above

  • Select the Title from the test above by clicking on it

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

  • Choose requester [1234] from the list and select Enter

  • Select the radio button next to the name below “Or acting as proxy for” in the dialog box called “Who are you acting as?”

  • Select Continue

  • Select a Request type and Pickup service point

  • Click Enter

  1. View Title level request details

  • Log into https://folio-perf-vega-2nd-consortium.ci.folio.org/

  • Ensure you are affiliated with the Central/Consortium tenant

  • Navigate to the Requests app

  • Select the following filter by checking the box (more filters will be functional with coming development):

    • Holds

  • 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

  1. Edit a Title level request

    • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

    • 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

  2. Reorder a title request queue

    • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

    • 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

  3. Cancel a title level request

    • Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/

    • 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