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Functionality Overview Video (Originally created for Library of Congress)
Link to video demonstration(s)
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1. Create an Item level request
Log into https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Inventory app
Find [title] one of the following titles:
XZYABCOpen the Consortial holdings accordion until you find an item barcode
Copy the item barcode. Use only this item barcode throughout the steps below
Navigate to the Requests app
From the Actions dropdown menu, select New
Check Look 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 ActiveChoose a requester from the list and select entersearch for one of the following users:
XYZChoose and select a User
Select a request Request type and pickup Pickup service point
Click enter 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 screenthis workflow meet your expectations?
View 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 (more filters will be functional with coming development):
HoldsPages
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?
Did this workflow meet your expectations?
Edit an Item 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 the request you created in steps 1
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?
Did this workflow meet your expectations?
Cancel an Item level request
Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Requests app
Locate the request you created in step 1
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?
Did this workflow meet your expectations?