Brief description
This is the first test for ECS circulation functionality, focusing on title level requests. This functionality includes the ability to create, view, edit, reorder and cancel title level requests. The goal of this test is to verify that ECS title level request functionality works as expected.
**Please note this work is still in progress. We’ve already identified some issues that we’re working through.
Steps 1 - 3 utilize the New request form. The form may change a bit in the next few sprints. When it is finalized, we’ll run a short UAT for you with the new form for feedback.
Step 3 uses proxy/sponsor functionality. We have identified issues associated with proxy functionality in the Quesnelia release. They are in the process of being addressed and should not impact testing the workflow below. If interested, you can find more information abou the bug in UIREQ-1135.
Testing will take place September 9-13, 2024. Please have the form submitted by the end of the day on September 13, 2024.
Links
Test environment: https://folio-perf-vega-2nd-consortium.ci.folio.org/
Test credentials: (username/password)
Jira feature: UXPROD-4559 - Getting issue details... STATUS
Feedback form:
Related Videos
Link to video demonstration of requesting functionality. You do not need to sign in to access the recording.
Instructions
Follow the steps below and use the feedback form linked above to record your results.
Create a Title level request (workflow A)
Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Inventory app
Find [title]
Copy the HRID from the “Administrative data” accordion
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
Paste the UUID or HRID into the “Title information” box and select Enter
Select the Requester lookup link and select the check box next to Active
Choose a requester from the list by clicking on a name
Select a Request type and Pickup service point
Click Enter
Create a Title level request (workflow B)
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 the Title from the test above by clicking on it
Select the Requester lookup link and select the check box next to Active
Choose a different Requester than the one used in the previous test from the list and select Enter
Select a Request type and Pickup service point
Click enter
Create a Title level request (workflow B) 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 the Title from the test above by clicking on it
Select the Requester lookup link and select the check box next to Active
Choose requester [1234] from the list and select Enter
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 a Request type and Pickup service point
Click Enter
View Title level request details
Log into https://folio-perf-vega-2nd-consortium.ci.folio.org/
Ensure you are affiliated with the Central/Consortium tenant
Navigate to the Requests app
Select the following filter by checking the box (more filters will be functional with coming development):
Holds
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
Edit a Title 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 1-3
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 a title request queue
Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Requests app
Locate a request you created in steps 1-3
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 a title level request
Log in to https://folio-perf-vega-2nd-consortium.ci.folio.org/
Navigate to the Requests app
Locate a request you created in steps 1-3
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