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 one asks you to search for a title from a provided list. If you are unable to locate a title, please search for another title from the list. This is a known issue we’re doing our best to remedy as quickly as possible.
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 16-20, 2024. Please have the form submitted by the end of the day on Friday, September 20, 2024.
Links
Test environment: https://folio-perf-vega-2nd-consortium.ci.folio.org/
Test credentials: Test User 1 with credentials: Test1/Testing1313# or Test User 2 with credentials: Test2/Testing1313#
Jira feature: UXPROD-4559 - Getting issue details... STATUS
Feedback form: ECS title level request UAT feedback
Related Videos
The link below is to a recent video demonstration of requesting functionality. You do not need to sign in to access the recording. Watching this demo before you test may help you to be more comfortable testing.
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/ as either Test User 1 or Test User 2. Use this Tester for all of the steps below.
Navigate to the Inventory app
Find one of the following titles. Use only this title throughout the steps below:
A semantic web primer
Do androids dream of electric sheep?
Nod
Life after life
Salvage the bones: A novel
TemeraireCopy 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 search for one of the following users:
Stephanie Buck
Evangeline ArmstrongChoose one of the requesters from the list by clicking on the name
Select hold from the Request type and select a 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 search for the name you did not use in the previous step
Select that name
Select hold from the Request type and select a 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 that Title by clicking on it
Select the Requester lookup link
Search for TestProxy and select it
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
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 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
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 and 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 Pickup service point
Click Save & close
Look in the request details pane to see if your edits appear
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 Pickup service point
Click Cancel and then Close without saving
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 c
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 and select the title so the Request details pane loads
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