UAT - Combined Declared lost, Claimed returned, Marked missing functionality for FOLIO-only multi-tenant environments
Brief description
FOLIO now enables FOLIO-only multi-tenant environments to Declare items lost, Claim items as returned, and Mark items missing and the synchronize statuses across the Loans and Items. This UAT ensures Staff can verify functionality for the following development:
Claimed returned functionality (UXPROD-5261)
Declared lost functionality (UXPROD-5262)
Mark missing functionality (UXPROD-5468)
Testing will take place January 13-20, 2026. Please submit any feedback by the end of the day on Tuesday, January 20, 2026.
Links
Test environment: https://folio-edev-vega-2nd-consortium.ci.folio.org/
Feedback form: Declared lost, Claimed returned, and Marked missing functionality
Test credentials: (username/password)
m1/Test1313#
m2/Test1313#
m3/Test1313#
m4/Test1313#
m5/Test1313#
Test affiliations: Central, College and Secure (Instructions on checking & changing affiliation)
Home tenant | Username | Password | First name, Last name | Barcode | Affiliation | Authorization role | Capability set(s) |
Consortium (Central) Unauthorized staff members testing | m1 | Test1313# | Test, User1 | m1 | Central | m1 | UI-Requests - manage UI-Users Loans-Declare-Item-Lost — execute UI-Users Loans-Claim-Item-Returned — execute UI-Users Loans-Declare-Claimed-Returned-Item-As-Missing — execute UI-Circulation-Log Log-Event — manage UI-Checkin - manage UI-Inventory - manage UI-Checkout - manage UI-Users fees/fines - view |
College (Data) | m2 | UI-Requests - manage UI-Users Loans — view UI-Inventory - manage UI-Checkin - manage UI-Users fees/fines - view UI-Circulation-Log Log-Event — manage | |||||
Consortium (Central) Unauthorized staff members testing | m2 | Test1313# | Test, User2 | m2 | Central | m1 | UI-Requests - manage UI-Users Loans — view UI-Users Loans-Declare-Item-Lost — execute UI-Users Loans-Claim-Item-Returned — execute UI-Users Loans-Declare-Claimed-Returned-Item-As-Missing — execute UI-Circulation-Log Log-Event — manage UI-Checkin - manage UI-Inventory - manage UI-Checkout - manage UI-Users fees/fines - view |
College (Data) | m2 | UI-Requests - manage UI-Users Loans — view UI-Inventory - manage UI-Checkin - manage UI-Users fees/fines - view UI-Circulation-Log Log-Event — manage | |||||
Consortium (Central) Unauthorized staff members testing | m3 | Test1313# | Test, User3 | m3 | Central | m1 | UI-Requests - manage UI-Users Loans-Declare-Item-Lost — execute UI-Users Loans-Claim-Item-Returned — execute UI-Users Loans-Declare-Claimed-Returned-Item-As-Missing — execute UI-Circulation-Log Log-Event — manage UI-Checkin - manage UI-Inventory - manage UI-Checkout - manage UI-Users fees/fines - view |
College (Data) | m2 | UI-Requests - manage UI-Users Loans — view UI-Inventory - manage UI-Checkin - manage UI-Users fees/fines - view UI-Circulation-Log Log-Event — manage | |||||
University (Secure) Authorized staff members testing | m4 | Test1313# | Test, User4 | m4 | Central | m2 | UI-Requests - manage UI-Users Loans — view UI-Inventory - manage UI-Checkin - manage UI-Users fees/fines - view UI-Circulation-Log Log-Event — manage |
College (Data) | m2 | UI-Requests - manage UI-Users Loans — view UI-Inventory - manage UI-Checkin - manage UI-Users fees/fines - view UI-Circulation-Log Log-Event — manage | |||||
University (Secure) (home tenant) | m3 | UI-Requests - manage UI-Users Loans — view UI-Users Loans-Declare-Item-Lost — execute UI-Users Loans-Claim-Item-Returned — execute UI-Users Loans-Declare-Claimed-Returned-Item-As-Missing — execute UI-Circulation-Log Log-Event — manage UI-Checkin - manage UI-Inventory - manage UI-Checkout - manage UI-Users fees/fines - view | |||||
University (Secure) Authorized staff members testing | m5 | Test1313# | Test, User5 | m5 | Central | m2 | UI-Requests - manage UI-Users Loans — view UI-Inventory - manage UI-Checkin - manage UI-Users fees/fines - view UI-Circulation-Log Log-Event — manage |
College (Data) | m2 | UI-Requests - manage UI-Users Loans — view UI-Inventory - manage UI-Checkin - manage UI-Users fees/fines - view UI-Circulation-Log Log-Event — manage | |||||
University (Secure) (home tenant) | m3 | UI-Requests - manage UI-Users Loans — view UI-Users Loans-Declare-Item-Lost — execute UI-Users Loans-Claim-Item-Returned — execute UI-Users Loans-Declare-Claimed-Returned-Item-As-Missing — execute UI-Circulation-Log Log-Event — manage UI-Checkin - manage UI-Inventory - manage UI-Checkout - manage UI-Users fees/fines - view |
Test Patrons - Complete
Tenant | Patron | Status | Barcode |
Consortium (Central) | User, Patron1 | Active | 1111 |
Consortium (Central) | User, Patron2 | Active | 2222 |
Consortium (Central) | User, Patron3 | Active | 3333 |
Consortium (Central) | User, Patron4 | Active | 4444 |
Consortium (Central) | User, Patron5 | Active | 5555 |
Consortium (Central) | User, Patron6 | Active | 6666 |
University (Secure) | User, Patron7 | Active | 7777 |
University (Secure) | User, Patron8 | Active | 8888 |
University (Secure) | User, Patron9 | Active | 9999 |
University (Secure) | User, Patron10 | Active | 1010 |
University (Secure) | User, Patron12 | Active | 1212 |
Shared instances - Items are Material type dvd
How to test an Inactive patron UAT (cenin00000000002) - Shared instance in Central; One holding in College (LB 2395 .E65 2010)
94558246123857963445632575544358127851386875946528714
How to test an Inactive patron 2 (cenin00000000003) - Shared instance in Central; One holding in College (LB 2395 .E67 2010)
12357812359468792259764241957985465592345456852
How to test an Inactive patron 3 (cenin00000000005) - Shared instance in Central; One holding in secure University (LB 2395 .E69 2010)
8523699755123589759879875561235946879325976424185798545
How to test an Inactive patron 4 (cenin00000000004) - Shared instance in Central; No holdings
Related videos and information
Declared lost functionality
See Comments in UIU-3435
Claimed returned functionality
See Comments in UIU-3413
Marked missing functionality
See Comments in UIU-3444
Instructions
General notes:
The Instructions to test functionality below require the creation of cross-tenant Requests and open loans
For authorized staff members working with the Secure tenant, use the Secure tenant where the Central tenant is mentioned in Instructions
For authorized staff members working with the Secure tenant, rely on the requests creation process that begins with creating and confirming a Mediated request
When in doubt, please review screencasts in associated features or reach out to Anne E. Ekblad (aekblad@ebsco.com - or via Teams or Slack)
This test requires testers to create open loans via requesting process.
General acceptance Criteria
Actions to Declare Items lost, Mark missing, and Claim returned can be taken
Loan and Item statuses sync correctly depending on actions taken.
Resolution workflows (check-in, lost, missing) function as expected.
Declare and Verify an Item as Lost
Log in to XYZ environment
Navigate to the Users app in the Central tenant
Find a User with an Open loan (e.g., an Item that is Checked out)
Click on the Loans accordion and select an open loan
Click on the “Action” ellipsis to the right in the row with the open Loan and Declare the Item lost OR Click on Declare lost button at on the upper left of the Loan details page
Enter Additional information into the “Confirm item status: Declared lost” pop-up
Verify in the Central tenant loan details that the Item is Lost and paid and the Loan is closed
Verify in the Data tenant loan details that the Item is Lost and paid and the Loan is closed and ensure the ensure the Declared lost Button is Inactive
Navigate to the Requests app in the Central tenant
Attempt to create an ILR Request for the Item that has been Declared lost
Ensure that the Request is not placed in the Central or the Data tenant where the Item lives
Declare and verify an Item as Claimed returned
Log in to Central tenant.
Open Users app → search for patron with active loan.
Expand Loans accordion → select loan.
Click Claim returned → add claim info → Confirm. Validate sync between Loan status and Item status when a loan is marked Claimed returned.
Loan status = Claimed returned.
Item status = Claimed returned (synced across Central and Data tenants)
Ensure restrictions on Claimed returned items are enforced:
Cannot be checked out
Cannot be recalled, placed on hold, or paged
Perform check-in of Claimed returned item in the Central and Data tenants.
Loan closed.
Item status updated to Available (or appropriate status).
Marked missing functionality
Navigate to the patron’s open loans list and select a loan with status Claim returned.
Loan details window opens, and the Resolve claim button is visible.
Click Resolve claim, then select Mark as missing.
Confirmation pop-up appears.
User is prompted to enter required additional information.
On clicking Confirm, the loan remains in the patron’s open loans list.
Loan status updates correctly to reflect resolution.
Item status changes to Missing.
After confirming Mark Missing, check both loan and item records.
Loan record reflects resolution without fines
Item record status is updated to Missing
Synchronization between loan and item records is consistent.
Ensure restrictions on Missing Items are enforced:
Can be checked out
Can place on hold, cannot be recalled or paged
Perform check-in of Missing Item in the Central and Data tenants.
Loan closed.
Item status updated to Available (or appropriate status).
Related work to be covered in T:
https://folio-org.atlassian.net/browse/MCBFF-158
https://folio-org.atlassian.net/browse/MODREQMED-185