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Brief description
This is the second test for ECS circulation functionality , focusing test focuses on item 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, view, edit, reorder and cancel item level requests. The goal of this test is to verify that ECS item level request functionality works as expected.
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Create and Edit item level requests
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Testing will take place ?November 4 through 12, 2024. Please have the form submitted by the end of the day on November 12.
Links
Test environment: https://folio-perf-vega-2nd-consortium.ci.folio.org/ Please note that the testing environment is available between 3 a.m. and 5 p.m. ET and testing will need to be planned accordingly.
Test credentials: (username/password
r1/Test1313#
r2/Test1313#
r3/Test1313#
r4/Test1313#
Test affiliation: Consortium (Instructions on checking & changing affiliation)
Jira feature:
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Feedback form:
Related Videos
Functionality Overview Video (Originally created for Library of Congress)
Link to video demonstration(s): https://forms.office.com/Pages/ResponsePage.aspx?id=yjb6UNN98USePxvzmjljpbWpBkkJIJpNoDzwPZWpcR1UQ1NCTzVWN1NYOENHSTROSUUySktaRkU2Ui4u
Instructions
1. Create an Item level request < update from Central tenant
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Log into
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Log into https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Inventory app
Find [title] one of the following titles:
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 cakeOpen the Consortial holdings accordion until you find an item barcode; ensure that the item’s status is “Available”
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 “Create title level request 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:
Sylvie Todd
Ursula Todd
Teddy Todd
Isobel Todd
David Copperfield
Dora Copperfield
Clara PeggottySelect the User
Select Page from the Request type and select a Pickup service point
Click Enter
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 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?Using the barcode from step 1 Paste the item barcode into the Item barcode box and select Enter
Select the Requester lookup link
Search for Proxy and select one of the following (Note: Test is the last name of these users)
Proxy 1 Test
Proxy 2 Test
Proxy 3 Test
Proxy 4 Test
Proxy 5 Test
Proxy 6 TestSelect 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
Repeat these steps to create a second request, instead select “Self” on the “Who are you acting as?” model
“Create title level request” is not checked
View Item level request details
Log into Ensure you are affiliated with the data tenant you used to place your item request 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
Pages
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?
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Edit an Item level request
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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 one of the requests you created in steps 2; a Hold
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
Reorder an item request queue
Log in to FOLIO
Navigate to the Requests app
Locate one of the requests 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
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