Ramsons UAT - User Data Export for Library Card Printing

Links

Test environment: https://folio-dev-volaris-2nd-diku.ci.folio.org/

Test credentials (username/password):

  • LCP-test/LCP-test

    • Users: Can edit user profile

    • Users: Can view profile pictures

Jira feature:  https://folio-org.atlassian.net/browse/UXPROD-4844

Feedback form: https://forms.office.com/r/miJQeMUZ2S

Related videos

Overview of User Data Export for Library Card Printing

(Sign in not required, just select “Google Drive File”)

(Sign in not required, just select “Google Drive File”)

Instructions

These pre-defined users have all been assigned to the (LCP Test) patron group to simplify searching: 

  • LCP-local-pic-p

    • User type: Patron

    • Attached profile picture is from a locally uploaded image

  • LCP-local-pic-s

    • User type: Staff

    • Attached profile picture is from a locally uploaded image

  • LCP-url-pic-p

    • User type: Patron

    • Attached profile picture is linked from an external URL

  • LCP-url-pic-s

    • User type: Staff

    • Attached profile picture is linked from an external URL

  • LCP-no-pic

    • User type: Patron

    • User has no attached profile picture

Export data - User with a locally uploaded Profile Picture

  1. Log in to the test environment (linked above) using the LCP-test credentials.

  2. Navigate to the Users app.

  3. Search for the LCP-local-pic-p user

    1. The user’s details should open in a third pane.

  4. On the user details pane, select Actions > Print library card

    1. Ensure that two files are downloaded, the .CSV file with the user data, and the profile picture.

    2. Ensure that the success message displays with the message: Export complete. Profile picture exported in separate file.

    3. Note: your browser may prompt you to allow multiple downloads before both files will download. 

  5. Ensure that the .CSV file includes the following fields:

    1. Barcode

    2. First Name, export Preferred name instead if it is present

    3. Middle Name

    4. Last Name

    5. Patron Group

    6. Expiration Date (in format DD/MM/YYYY)

  6. Repeat steps 3-5 with LCP-local-pic-s

Export data- User with an externally linked Profile Picture

  1. Log in to the test environment (linked above) using the LCP-test credentials.

  2. Navigate to the Users app.

  3. Search for the LCP-url-pic-p user

    1. The user’s details should open in a third pane.

  4. On the user details pane, select Actions > Print library card

    1. Ensure that a single .CSV file is downloaded

    2. Ensure that the success message displays with the message: Export complete. Profile picture URL included in exported file.

  5. Ensure that the .CSV file includes the following fields:

    1. Barcode

    2. First Name, export Preferred name instead if it is present

    3. Middle Name

    4. Last Name

    5. Patron Group

    6. Expiration Date (in format DD/MM/YYYY)

    7. profilePictureLink

  6. Repeat steps 3-5 with LCP-url-pic-s

Export option disabled - User without a Profile Picture

  1. Log in to the test environment (linked above) using the LCP-test credentials.

  2. Navigate to the Users app.

  3. Search for the LCP-no-pic user

    1. The user’s details should open in a third pane. The record should not have a profile picture attached

  4. On the user details pane, select Actions

  5. Ensure that the Print library card option is disabled.