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  • Each feature or piece of functionality that team Vega completes should have at least one user acceptance testing (UAT) session

  • UAT is needed for functional feature work in single tenant and ECS environments, both standard ECS and ECS + mod-tlr

  • UAT should occur as soon as possible to enable the identification of bugs and issues as early as possible

  • The UAT environment should have instance, holdings, and item records in both the Central/Consortium tenant, and at least one Data/College/University tenant

  • Both types of environments need:

    • to be snapshot-like, but with persistent data

    • to include all circulation modules (Check in, Check out, Circulation log, Requests, fees and fines, patron notices, loans, etc.), plus Inventory, Users, and Settings

    • to have applicable permissions for the above and specific to the features being tested

    • to be accessible to community testers and members

    • an appropriate data set and configuration for the feature/case being tested

      • for example, multiple (25-30) instance, holding and item records with valid barcodes

      • multiple patron records

  • Circulation settings should be set for each environment before UAT begins. Testers should not have to spend time setting up policies, notices, et.

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  • Permissions & affiliations

  • Requests (standard, not private)

    • TLR enablement

      • Central/data

      • Consortium

    • Create TLR request in borrowing tenant ✔️

    • Edit TLR request in borrowing tenant

    • Cancel TLR request in borrowing tenant

    • Reorder queue on Primary circulation request

    • View request details ✔️

    • Place request with Proxy functionalityView request detailsfunctionality✔️

    • Locate item in Inventory, note location of item, change affiliation, place ILR ✔️

    • Edit ILR

    • Cancel ILRAppropriate patron notices sent for TLR and ILR Requests

    • Edit TLR request in borrowing tenant

    • Cancel TLR request in borrowing tenant

    • Reorder queue on Primary circulation request

  • Loans

    • Check item out from Central tenant

    • Check item in to Central tenant

      • Ensure item is routed back to home location in data tenant

    • Appropriate patron notices sent for Loans

    • Find above transactions in the Circ log & verify info in each column

    • Look at Loan details

    • Look at User details

  • Staff slips

    • Print pick slips

    • Print hold search slips - item

    • Print hold search slips - title

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  • Permissions, including access to secure tenant

  • Place secure request in Congressional tenant and ensure patron data is anonymous in the Central tenant and other related data tenants

  • Place a secure request for an oLOAN item and ensure request is visible only in the secure tenant

  • Reorder a request queue in the Congressional tenant and ensure the queue in the Central tenant aligns with your changes and the same in the Central tenant to Congressional tenant

  • Cancel a request in the Central Congressional tenant and ensure the private mediated request has changed to the appropriate status (Closed - Cancelled?) and the same for the Congressional tenant request (Closed - Cancelled) - Note: Can only cancel Primary circulation requests. Need clarification on where the Primary request is placed for secure tenant requests that are not for oLOAN materials. If a m-request is confirmed as a circulation request, is the Primary request in the Secure tenant, or is it in the Central tenant?

  • Edit a Primary private request in both tenants and to ensure the changes are reflected in the other both [the secure tenant and Central] tenant

  • Check a private request out and ensure the private patron information is visible in the secure tenant and obfuscated in the Central tenant

    • Is this… - Check out an item to a private patron requester and ensure the private patron information is visible in the secure tenant and obfuscated in the Central tenant (Should we say - other related tenants?).

  • Check that the patron information in Item details, Loan details are obfuscated (Action ellipses)

  • Check a private request in and ensure the private patron information is visible in the secure tenant and obfuscated in the Central tenant

    • Is this…- Check an item in from a Congressional patron (e.g., private patron) and ensure the private patron information is visible in the secure tenant and obfuscated in the Central tenant.

    • OR - Check in an item that has a request on it for a Congressional patron and ensure the private patron information is visible in the secure tenant and obfuscated in the Central tenant.

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