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Ramsons UAT - ECS with mod-tlr enabled: Requests - item level [DRAFT]

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Brief description

This is the second test for ECS circulation functionality, focusing 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. The goal of this test is to verify that ECS item level request functionality works as expected.

  1. Create and Edit item level requests

  2. Find and view request details

Testing will take place ?, 2024. Please have the form submitted by the end of the day on .

Links

Test environment:

Test credentials: (username/password)

Jira feature: UXPROD-4559 - Getting issue details... STATUS

Feedback form:

Related Videos

Functionality Overview Video (Originally created for Library of Congress)

Link to video demonstration(s)

Instructions

1. Create an Item level request < update from Central tenant

  • Log into

  • Change your affiliation from [kjgdghfd] to [dlkhfdosihf]

  • Navigate to the Inventory app

  • Find [title]

  • Open the Consortial holdings accordion until you find an item barcode

  • Copy the item barcode

  • 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 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 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?

  1. 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:

    1. Holds

    2. Pages

    3. Open - Not yet filled

    4. 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

    1. 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?

  1. Edit an Item level request

  2. Cancel an Item level request

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