UAT - Combined Declared lost, Claimed returned, Marked missing functionality for FOLIO-only multi-tenant environments

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:

 

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
(home tenant)

m1

UI-Requests - manage
UI-Users 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 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
(home tenant)

m1

UI-Requests - manage
UI-Users 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 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
(home tenant)

m1

UI-Requests - manage
UI-Users 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 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 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 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 Requests - manage
UI-Requests-Mediated - view, create, manage
UI-Requests-Mediated Requests-Mediated - edit

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 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 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 Requests - manage
UI-Requests-Mediated - view, create, manage
UI-Requests-Mediated Requests-Mediated - edit

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)

  • 94558246

  • 1238579634

  • 4563257

  • 554435812

  • 7851386

  • 875946528714

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

  • 123578

  • 12359468792

  • 2597642419

  • 5798546

  • 5592345

  • 456852

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

  • 8523699755

  • 12358975

  • 987987556

  • 12359468793

  • 2597642418

  • 5798545

How to test an Inactive patron 4 (cenin00000000004) - Shared instance in Central; No holdings

 

Related videos and information

Declared lost functionality

Claimed returned functionality

Marked missing functionality

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

  1. Log in to XYZ environment

  2. Navigate to the Users app in the Central tenant

  3. Find a User with an Open loan (e.g., an Item that is Checked out)

  4. Click on the Loans accordion and select an open loan

  5. 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

  6. Enter Additional information into the “Confirm item status: Declared lost” pop-up

    1. Verify in the Central tenant loan details that the Item is Lost and paid and the Loan is closed

    2. 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

  7. Navigate to the Requests app in the Central tenant

  8. Attempt to create an ILR Request for the Item that has been Declared lost

    1. 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

  1. Log in to Central tenant.

  2. Open Users app → search for patron with active loan.

  3. Expand Loans accordion → select loan.

  4. Click Claim returned → add claim info → Confirm. Validate sync between Loan status and Item status when a loan is marked Claimed returned.

    1. Loan status = Claimed returned.

    2. Item status = Claimed returned (synced across Central and Data tenants)

  5. Ensure restrictions on Claimed returned items are enforced:

    1. Cannot be checked out

    2. Cannot be recalled, placed on hold, or paged

  6. Perform check-in of Claimed returned item in the Central and Data tenants.

    1. Loan closed.

    2. Item status updated to Available (or appropriate status).

Marked missing functionality

  1. Navigate to the patron’s open loans list and select a loan with status Claim returned.

    1. Loan details window opens, and the Resolve claim button is visible.

  2. Click Resolve claim, then select Mark as missing.

    1. Confirmation pop-up appears.

    2. User is prompted to enter required additional information.

    3. On clicking Confirm, the loan remains in the patron’s open loans list.

    4. Loan status updates correctly to reflect resolution.

    5. Item status changes to Missing.

  3. After confirming Mark Missing, check both loan and item records.

    1. Loan record reflects resolution without fines

    2. Item record status is updated to Missing

    3. Synchronization between loan and item records is consistent.

  4. Ensure restrictions on Missing Items are enforced:

    1. Can be checked out

    2. Can place on hold, cannot be recalled or paged

  5. Perform check-in of Missing Item in the Central and Data tenants.

    1. Loan closed.

    2. 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