FOLIO now prevents Inactive patrons from submitting requests if a patron's User account is Inactive. This new functionality includes the ability to prevent both regular Patrons from submitting requests and Congressional patrons from submitting Mediated requests in the Secure tenant, if they have been marked as Inactive.

Actions included as a part of this UAT as are follows:

• Attempt to create a Request for an Inactive patron

• Changing status of patron from Active to Inactive

• Ensure no Request has been created (Central tenant, Data tenant, and for Authorized staff, Secure tenant)

Testing will take place December 17 through 23, 2025. Please submit any feedback by the end of the day on Tuesday, December 23, 2025.

Jira feature: https://folio-org.atlassian.net/browse/UXPROD-5499

Test environment: https://folio-edev-vega-2nd-consortium.ci.folio.org/ 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 affiliations: Consortium (non-Congressional patrons) or University (Congressional patrons), depending (Instructions on checking & changing affiliation)

Feedback form: Prevent Inactive patrons from requesting

Test credentials: (username/password)

• m1/Test1313# - select “Consortium” tenant for login

• m2/Test1313#- select “Consortium” tenant for login

• m3/Test1313#- select “Consortium” tenant for login

• m4/Test1313#- select “University” tenant for login

• m5/Test1313#- select “University” tenant for login

Test Patrons:

How to test an Inactive patron (cenin00000000002) - Shared instance in Central; One holding in College (LB 2395 .E65 2010); Three items in College:

• 1238579634

• 554435812

• 875946528714

How to test an Inactive patron 2 (cenin00000000003) - Shared instance in Central; One holding in College (LB 2395 .E67 2010); Three items in College:

• 12359468792

• 2597642419

• 5798546

How to test an Inactive patron 3 (cenin00000000005) - Shared instance in Central; One holding in secure University (LB 2395 .E69 2010); Three oLoan items in University:

• 12359468793

• 2597642418

• 5798545

How to test an Inactive patron 4 (cenin00000000004) - Shared instance in Central; currently no Holdings or Items

Prevent requests (Inactive) - non-Congressional patrons

Open

Prevent requests (Inactive) - Congressional patrons

Open

1. Log in to UAT environment

2. Open the Requests application in the Central tenant, or Mediated requests application in the University tenant for staff members authorized to work with Secure patrons

3. Select an Inactive patron from the “Test patron” list above

4. Click “Actions” button

5. Select “New” option

6. Uncheck “Create title level request” checkbox (if checked)

7. Enter item barcode from Preconditions in “Item barcode” field

8. Press or click on “Enter” keyboard button

9. Enter patron user barcode from Preconditions in “Requester barcode” field

10. Press or click on “Enter” keyboard button

11. Select “Page” request type from “Request type” dropdown

12. Select any service point from “Pickup service point” dropdown

13. Click “Save & close” button

14. Note Error toast that appears

    1. Expected result is “This request was not placed successfully”

15. Note if the “New request” form is displaying

16. Click “Cancel”

    1. Expected result is “New request” form is closed

17. Ensure no Request has been created in the Requests app of the Consortium or College tenant

    1. For staff members working in the University tenant, related to non-OLOAN material requests, ensure no Mediated request has been created, ensure no Request has been created in the Requests app of the University, Consortium, College tenant

    2. For staff members working in the University tenant, related to OLOAN material requests, ensure no Mediated request has been created, ensure no Request has been created in the Requests app of the University tenant

*For Staff members authorized to work with Congressional patron data, please convert steps 3-17 to use the Mediated requests workflow, beginning the process with the Mediated requests app. vs. using FOLIO’s Requests app.

1. Log in to UAT environment

2. Open the Users app in the Central tenant, or University tenant for staff members working with Secure patrons

3. Select an Active patron from the “Test patrons” list above

4. Click “Actions” button, “Edit”, and change the “Status” of the Patron to “Inactive”

5. “Save & Close” button should be active, Click it

6. Transition to the Requests app and click “Actions” button

7. Select “New” option

8. Uncheck “Create title level request” checkbox (if checked)

9. Enter item barcode in “Item barcode” field

10. Press or click on “Enter” keyboard button

11. Enter patron user barcode in the “Requester barcode” field

12. Press or click on “Enter” keyboard button

13. Select “Page” request type from “Request type” dropdown

14. Select any service point from “Pickup service point” dropdown

15. Click “Save & close” button

16. Note Error toast that appears

    1. Expected result is “This request was not placed successfully”

17. Note if the “New request” form is displaying

18. Click “Cancel”

    1. Expected result is “New request” form is closed

19. Ensure no Request has been created in the Requests app of the Consortium or College tenant

    1. For staff members working in the University tenant, related to non-OLOAN material requests, ensure no Mediated request has been created, ensure no Request has been created in the Requests app of the University, Consortium, College tenant

    2. For staff members working in the University tenant, related to OLOAN material requests, ensure no Mediated request has been created, ensure no Request has been created in the Requests app of the University tenant

*For Staff members authorized to work with Congressional patron data, please convert steps 3-19 to use the Mediated requests workflow, beginning the process with the Mediated requests app. vs. using FOLIO’s Requests app.