Page Comparison

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

• Navigate to the Inventory app

• Find one of the following titles:
  A semantic web primer
  Do androids dream of electric sheep?
  Nod
  Life after life
  Salvage the bones: A novel
  Temeraire
  Night watch
  Tomorrow, and tomorrow, and tomorrow
  The 1619 project
  Black Cake

• Open 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

• 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 search for one of the following users:
  Stephanie Buck
  Evangeline Armstrong
  Gwenydd Meloney
  Sally Owens
  Alice Liddell
  Ursula Todd
  Nicholas Aria
  Callan Phillion

• Select the User

• Select hold from the Request type and Pickup service point

• Click Enter
  

2. Create an Item level request 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 that Title by clicking on it

• Select the Requester lookup link

• Search for Proxy and select one of the following
  ProxyUser
  TestProxy
  Test Proxy 3
  Test Proxy 4
  Test Proxy 5
  Test Proxy 6

• 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 hold from the Request type and select a Pickup service point

• Click Enter
  

3. View Item level request details

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

• Navigate to the Requests app

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

  • Holds

  • Open - Not yet filled

• 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?

4. 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 CancelQuestions 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?

  • Were you able to cancel the edited form?

  • Did your edits appear in the Request details?

  • Did this workflow meet your expectations?

5. Reorder an item request queue

• Log in to FOLIO

• Navigate to the Requests app

• Locate a request you created in steps 1 or 2

• 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
  

6. 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?