Observations and Comments from Testers/Not Tickets

Please put the new/open comments at the top, so that the closed/on hold ones will drop toward the bottom, as the list becomes longer.

Date	Tester	Functionality	Observation	Status	Reviewed by	Resolution

Date	Tester	Functionality	Observation	Status	Reviewed by	Resolution
2020-07-01	@Felix Hemme (ZBW)	Organizations: retain line breaks in the description field	Line breaks from the description field are visible in edit mode, but not in view mode. Interested Parties: @Dennis Bridges Good point, Felix - I think this actually should be logged as a bug. We had a similar issue with addresses: UIOR-296 (@Ann-Marie Breaux (Deactivated))
2020-06-29	@Emma Boettcher	Check In notes	Only one check in note shows without scrolling, and it's not clear that users have to scroll to view more notes.
2020-06-16	@Felix Hemme (ZBW)	Organizations: interface note table width	Notes on the platform are difficult to read if they are of a certain length. Interested Parties: @Dennis Bridges
2020-06-01	Duke ERM staff, reported by @Julie Brannon (old account)	Organizations: UI Consistency with other FOLIO Apps	Users found it odd that the Organizations app includes a "Summary" section at the top while other apps do not have an explicitly named "Summary" section. Would prefer to see consistent approach for the header/top/summary section of each app.		@Dennis Bridges
2019-12-19	Cornell Usability Working Group, reported by @Huda Khan	Circulation/Access: Placing a request	Users asked to place a hold request for the patron given title and call number struggled to find the options to add a new hold request: the item dropdown and the "New" button on the main request screen. These users also commented on the amount of information in the inventory screen that did not appear relevant to then. Additionally, users thought they would lose what they had done if they clicked on "new request". Recommendations include having a clearer way of adding a request by, for example, making the dropdown more apparent on the item record or having a button on the inventory screen for requests. The Requests app may not be directly useful for Circulation users and perhaps this app could be hidden for Circulation users. Additionally, the language for "new request" could be changed to "place request" or "save request". (See Report for more.)	Done	@Cate Boerema (Deactivated) @Khalilah Gambrell	The "New" button on the Requests app is consistent with the other apps (e.g. Users) That said, there are plans to consolidate the New buttons and the actions in the "pane header dropdown" into a more visible "Actions" button. @Khalilah Gambrell may be able to provide a screenshot. This should make the "New request" option from Inventory more prominent https://folio-org.atlassian.net/browse/UIREQ-415 That said, it is important to note that requests in FOLIO are currently created for items, not instances. For this reason, there is not an option for creating a request from the instance record (it is from the item record). Was this part of the confusion, @Huda Khan? The "new request" button on the create new request form has been changed. There is now a button bar at the bottom of the page. This will release in Q1 2020 https://folio-org.atlassian.net/browse/UIREQ-370 It is surprising to hear that the Requests app is not seen as useful to circulation users, as it was designed for and by Resource Access folks. The Requests app is where staff go when you want to see what requests have been created (including details such as their status) and to take action on them (e.g. cancel them, change queue position etc). That said, if a particular user or user group does not need the app, you can "hide" it from them using permissions.
2019-12-19	Cornell Usability Working Group, reported by @Huda Khan	Circulation/Access: Backdating item when discharging	Users did find the date and time pickers but did not understand that clicking the "x" in the box would reset the process date/time. Recommendations include adding an option to be able to clearly reset to today or now. Users also liked seeing the processed and actual times on items, although they did not see the time on all items consistently on the check in screen. Recommendations include ensuring times always show with items checked in. (See Report for more.)
2019-12-19	Cornell Usability Working Group, reported by @Huda Khan	Circulation/Access: Searching for a patron name for check out	Most users struggled with how to structure the name with the patron lookup ("first last" or "first,last" or "last,first" where "first" and "last" are used to denote first and last names respectively). Most users went to the bardcode box to search for the name before seeing patron lookup. Recommendations include using a hint in the search box to indicate how the name should be searched or breaking the search box into multiple text boxes. (See Report for more.)
2019-10-22	@(OLD ACCOUNT) Erin Nettifee	UI / Permissions	If you are a user who has no permissions and you log into FOLIO, what you see is the FOLIO homepage with the wonderful "the Future of Libraries is Open!" .... and then you can't do anything, and there's no error message or other feedback presented to the logged in user. I think that for institutions that use SSO, they will want to be able to present some sort of message through the GUI at this stage, whether through pop-up or a static message that appears on the screen - something like "You don't have permissions to do anything, if you think that's an error, please contact _________". That way you don't have a dead-end for the person who came in. This is in no way an MVP feature, but I think it would be desirable so wanted to send it on for input.
2019-08-16	@Jenn Colt	Data import	The gui log shows all green as if the import works but the job execution log shows (correctly) that the import failed. This seems to happen when the problem is with posting the batch of instances rather than during the marc conversion. In server logs I see a 500 error indicating the instances were not saved.
201-06-20	@patty.wanninger	Inventory	There is a lot of information in the item record that does not appear on the three panel display. Is there a ticket for improving that display? Would be very hard to use in the current state. Comment by @Uschi Klute Klute: This might also be a problem if a user has the permission to view the item record, but no permission to edit the item data.	Closed. Will be incorporated when working on feature: UXPROD-1807.	@Charlotte Whitt	@patty.wanninger - not sure where you are looking The view item detail record is aligned with the item record in edit mode @Charlotte Whitt , Indeed the detail is in the record; it needs to display in the item accordion, since there is often a need to distinguish among serial volumes, for example, to know which one needs to be looked at in detail. @patty.wanninger - then you are not talking about the item 'record' but the Item Table on the Instance Record, which is the list view of items associated with holdings records to a given Instance record. The display of these Item tables are still work in progress. I guess we can expect more requirements when working on feature: https://folio-org.atlassian.net/browse/UXPROD-1807 See also: https://folio-org.atlassian.net/browse/UIIN-543
2019-06-20	@patty.wanninger	Inventory	You can add multiple copy numbers to an item record. Isn't that contraindicated? Why would you have more than one copy number on a single item?	Closed	@Charlotte Whitt	@patty.wanninger - I'll file a bug report about that https://folio-org.atlassian.net/browse/UIIN-610
2019-06-07	@Felix Hemme	Inventory	Overview: Modifying the search indexes results in broken search Steps to Reproduce: Log into https://bugfest.folio.ebsco.com as folio Go to Inventory In the Search and Filter pane, select "All (title, contributor, identifier) Search for "zhang" (without the quotation marks) See that 153 records have been found Change the search index to "contributor" (and hit enter) Expected Results: The system displays all records where "zhang" is found by a search on contributor. Actual Results: The system displays "No results found for "zhang". Please check your spelling and filters." Additional Information: After resetting by clicking on "Reset all" an re-typing "zhang" in the search box you'll get the expected result. I could not find a bug in Jira that has already been filed for this issue. Please ignore it, if this is already on your radar. Interested Parties: @Charlotte Whitt Example 2 Steps to Reproduce: Log into https://bugfest.folio.ebsco.com as folio Go to Inventory In the Search and Filter pane, select "All (title, contributor, identifier)" Search for "zhang yan" (without the quotation marks) See that 2 records have been found Change the search index to "contributor" (and hit enter) Expected and actual result: The system still displays the two records because they both contain "Zhang, Yan" as contributor. Additional Information: Because of bug https://folio-org.atlassian.net/browse/UIIN-435 a contributor search only works if the complete contributor name is entered into the search form.	Closed. Verified with @Lisa Sjögren (EBSCO) It's a bug that Chalmers in the bugfest environment didn't include contributors.	@Charlotte Whitt @Julian Ladisch	@Felix Hemme - this problem you get, is probably not so much about search, but also that Chalmers apparently has not migrated contributor data (7xx). I'll reach out to Lisa Sjögren and Theodor Tolstoj to get a better understanding on, why Chalmers only migrated the primary author (MARC tag field 100/110/111) See following examples: @Felix Hemme identified some odd search behavior, which we'll get ask Julian Ladisch if he can shred some lights on, and give a behind the scene explanation of the search query behind the contributor search. Error examined during search & sort session, follow up on bug report in Jira. Note that the contributor names have been copied into the title field on https://bugfest.folio.ebsco.com so that the All search may find the records via the title field.

2019-03-28	@Felix Hemme	Cross-app	Log into http://folio-snapshot-stable.aws.indexdata.com as diku_admin Go to Orders Create a new order and save it. Click "Add PO Line" Select a random Acquisition Method and Order Format Switch to another app (e.g. Setting) In the popup modal, click "Close without saving" From the now showing Settings app, switch back to Orders Expected Results: The system displays the orders screen and the search&filter pane, the search result (2nd pane) and the previous selected order in the detail view (3rd pane). => This is at least the behavior @Martina Schildt and I would expect. Actual Results: The systems displays an empty "Create POL" screen. Additional Information: This bug? can also be reproduced in Users and Inventory. I'm not sure if we ever talked about the expected behavíor. But I would expect that we don't end up in an "Create xxx" screen, if we already dismissed it. Interested Parties: @Filip Jakobsen @Khalilah Gambrell
2019-03-27	@Siska	Users	Staff testing had a hard time understanding "Source" in the Loans details.	Done	@Cate Boerema (Deactivated)	"Source" is used as a label to indicate the source of an action/change within FOLIO. Usually this is a specific user (e.g. Sally Jones) but it could be a system (external or FOLIO itself). For this reason, "source" was deemed a better label than "user".
2019-03-27	@Siska	Users	Staff wants a "Save" button in the bottom of the Create user-form.	Done	@Cate Boerema (Deactivated)	This aligns with the feedback from @Khalilah Gambrell's survey. She has published results and recommendations here: https://docs.google.com/presentation/d/1uTWqdFsTs8giZuSgIU9vNPppoPotQsM2/edit#slide=id.p1
2019-03-27	@Siska	Users	All staff (12 in all) testing Folio had problems with understanding that the button "Create user" in the upper right corner means "Save".	Done	Khalilah Gambrell	https://folio-org.atlassian.net/browse/UIU-981
2019-03-27	@Siska	Overall	The last open record when previously using an app shouldn't be open after using another app, this is a privacy issue.			The current behavior was a very specific requirement from the UX team, but it may be time to rethink it. Tagging @Khalilah Gambrell to see if she has been hearing more about this in her user research.
2019-03-27	@Siska	Overall	The staff found the highlighting of the app they where currently using to vague
2019-03-27	@Siska	Users	After having opened a User record and conducting a new search the previously opened user record is still open, making it confusing for the staff and easy to use the wrong user record.	UX review	@Khalilah Gambrell	https://folio-org.atlassian.net/browse/UIU-832
2019-03-27	@Siska	Users	Our staff finds it hard to find and understand "Open loans" as opposed to "Closed loans". They suggest that clicking "Loans" should display the open loans and closed loans should either be removed or less visible.	UX review	@Cate Boerema (Deactivated)	This aligns with the feedback from @Khalilah Gambrell's survey. She has published results and recommendations here: https://docs.google.com/presentation/d/1uTWqdFsTs8giZuSgIU9vNPppoPotQsM2/edit#slide=id.p1
2019-03-15	@patty.wanninger	Inventory UI	In looking at the mapping for the Inventory UI, testers noted that the display would be much more readable if series notes (490/830) (currently an array) could display on separate lines, and if 5XX notes could display with a space between each note. Some general notes are many lines, and hard to parse. Can we write a ticket for this? Not actually a bug.	Closed	@Charlotte Whitt	@patty.wanninger - a bug report has already been filed on 1/20/2019 - see JIRA ticket - https://folio-org.atlassian.net/browse/UIIN-452 The Notes features in Instance records, will get exactly the same implementation as for Holdings and Item records, with the use of Note types. I totally agree, that this needs to be solved sooner than later, and is highly relevant for libraries who are in the mid of doing migration of their bibliographic data, or early implementers who are planning their migration.
2019-03-09	@Felix Hemme	Inventory	Log into http://folio-snapshot-stable.aws.indexdata.com as diku_admin Go to Inventory Search for "cantatas" Look at the record details and scroll down to create a holdings record "Holdings" accordion is missing. "Add holdings" is displayed in the "Instance relationships" accordion. The same applies for the Instance record "Anglo-Saxon" Interested Parties: @Charlotte Whitt	Closed	@Charlotte Whitt	@Felix Hemme, the loaded sample records is somehow corrupt, and not displaying correct after we enhanced the instance record more accordions. Are these records important, then we could try to produce them again. Create the json, and load the json records again. @Charlotte Whitt the records are not important to me. Just wanted to let you know about it. Then you could change the status of this "ticket" to closed
2018-11-26	@Felix Hemme	Settings/Locations	Overview: Locations name: check on uniqueness fails WHEN NAME CONTAINS QUOTATION Steps to Reproduce: Log into https://folio-demo.gbv.de as diku_admin Go to settings / Organizations / Locations Create a new location with these attributes: name = Publikationen im "Europäischen Dokumentationszentrum" code = edz discovery display name = test location service points = choose any Save the new location Now create a new location with identical name BUT different code. Note that no hint is given that a location with identical name already exists. Try to save. An error occurs as popup: Expected Results: The system displays the following information: "Location name must be unique" Actual Results: Location can't be saved (which is fine), but no message is generated by the system. Additional Information: The quotation marks could cause the error. If a duplicate location Publikationen im Europäischen Dokumentationszentrum (without quotation marks) is created, the check will work. Interested Parties: ?	Open	@Charlotte Whitt	It's a general problem with the Settings component. Other Settings fail as well, see e.g. Settings > Inventory > Holdings > Holdings type. I'll file a JIRA ticket on this - https://folio-org.atlassian.net/browse/STCOM-408
0/9/2018	@Uschi Klute	Vendors	The display pane still shows the field name ERP code while in the edit screen the iled was renamed to Accounting Code. Interested parties: @Ann-Marie Breaux (Deactivated)		@Dennis Bridges	Added as a bug to JIRA. Issue Key UIV-2. .
9/9/2018	@Uschi Klute Klute	Vendors	In the accordion "Agreements" the Discount is not displayed, but the agreement name is repeated. Interested parties: @Ann-Marie Breaux (Deactivated)		@Dennis Bridges	Added as a bug to JIRA. Issue Key UIV-3.
8/30/2018	@Felix Hemme	Settings / Inventory	Overview: Unique resource type code Steps to Reproduce: Log into https://folio-demo.gbv.de as diku_admin Go to settings / Inventory / Resource types Click +New to add a new resource type Enter "aaa" as resource type name and "crd" as resource type code. Please note, that the code already exists in the system. Expected Results: It could be either: I get an error message like "The code has to be unique. Please select a new one." The record is being saved and the code could be a duplicate, because the source would be "local" instead of "rdacontent". Actual Results: Nothing happens. The new type can not be saved. Additional Information: See scenario 11: https://folio-org.atlassian.net/browse/UIIN-150 The scenario above could also apply to "contributor type" and "formats". I'm not able to test it, because as soon as I click on one of the two settings the systems slows down and is not responding anymore. Interested Parties: @Charlotte Whitt	Open	@Charlotte Whitt	Hi @Felix Hemme - I have filed bug report: JIRA ticket on this - https://folio-org.atlassian.net/browse/UIIN-285 and will do a similar for contributor types https://folio-org.atlassian.net/browse/UIIN-149. Format is still in progress https://folio-org.atlassian.net/browse/UIIN-151. Please note, that we have already planed to refine the work on these types of lists: