Brief description

This test focuses on ECS Loans. This functionality includes the ability to renew loans, recall requests, and declared lost (items). The goal of this test is to verify that ECS loan functionality works as expected.

Testing will take place the week XYZ. Please submit any feedback by the end of the day on XYZ.

Links

Test environment: FOLIO 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)

Jira feature: UXPROD-4559: ECS with mod-tlr enabled: Requests support (part 1)In Progress

Feedback form:

Instructions

For the following workflows, please use the titles and patrons listed below.

Titles

A semantic web primer
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 cake

Patrons

Sylvie Todd
Ursula Todd
Teddy Todd
Isobel Todd
David Copperfield
Dora Copperfield
Clara Peggotty

Loans

1. Recall

   1. Go to Inventory and search for one of the following barcodes by selecting the Item button and then selecting Barcode from the dropdown immediately below the Item button

      1. barcode (10)

      2. xyz

      3. xyz

      4. xyz

   2. In the Item details record, scroll down to the Loan and availability accordion and verify that the Item status is Checked out. If the item is not Checked out, select a different barcode from the list above.

   3. Go to Requests

   4. From the Actions dropdown, select New

   5. Enter the barcode you chose from step a. that has an item status of Checked out and hit Enter

   6. Enter a Requester barcode (or use the Requester look-up) from the list above in the Requester box and hit Enter

   7. From the Request type dropdown, select Recall

   8. Select a Pickup service point from the dropdown menu

   9. Select Save & close

2. Declared lost

   1. In the Users app, search for one of the patrons listed above

   2. Open the Loans accordion and select Open loans

   3. Select the ellipses for one of the loans and then click Declared lost OR click on a row to open Loan details and the click Declare lost

   4. In the Confirm item status: Declared lost modal, enter text into the Additional information field and select Confirm

   5. Review the Item status

3. Check in item in Consortium tenant

   1. Go to the Check in app

   2. Place a barcode for an item that is checked out into the item barcode box

   3. Select Enter

4. Check out item from data tenant

   1. Change your Active affiliation to College

   2. Go to the Check out app

   3. Place a user barcode into the patron barcode box OR use the Patron look up link to search for a patron and enter their information

   4. Select Enter

   5. Place an item barcode from an item that is available (not requested) and located in the data tenant into the item barcode box. To find an appropriate item, look for holdings and item records in Inventory. Use the Held by filter and choose College.

   6. Select Enter

   7. Change your active affiliation back to Consortium