Ramsons UAT - ECS with mod-tlr enabled: Loans part 1

Owned by Stephanie Buck
Last updated: Dec 12, 2024
3 min read

Brief description

This test focuses on ECS Loans. This functionality includes the ability to check out, renew a loan, view loan details, view user details, and view loan transactions in the Circulation log. The goal of this test is to verify that ECS loan functionality works as expected.

Testing will take place the week XYZ. Please submit any feedback by the end of the day on XYZ.

Links

Test environment: https://folio-perf-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 credentials:
Tester01/Test1313#
Tester02/Test1313#
Tester03/Test1313#
Tester04/Test1313#

Test affiliation: Consortium (Instructions on checking & changing affiliation)

Jira feature: https://folio-org.atlassian.net/browse/UXPROD-4559

Feedback form: https://forms.office.com/r/q9Xtc1jTT8

Instructions

For the following workflows, please use the titles and patrons listed below.

Titles

A semantic web primer
Do androids dream of electric sheep?
Nod
Life after life
Salvage the bones: A novel
Temeraire
Night watch
Tomorrow, and tomorrow, and tomorrow
The 1619 project
Black cake

Patrons

Sylvie Todd
Ursula Todd
Teddy Todd
Isobel Todd
David Copperfield
Dora Copperfield
Clara Peggotty

Loans

  1. Check out a requested item from Consortium tenant

    1. In the Requests app, select the filters Request type - Pages and Request status - Open - Not yet filled

    2. From the filtered Requests, copy an item barcode and note the Pickup service point in the Requester information accordion

    3. Go to the Check in app, make sure you’re using the service point from step b. If not, select Switch service point from the Profile dropdown menu (top right of FOLIO screen) and choose the correct service point

    4. Place the barcode in the barcode field and select Enter

    5. Go to the Check out app

    6. Place a user barcode into the patron barcode box OR use the Patron look up link to search for a patron and enter their information

    7. Select Enter

    8. Paste the item barcode from step a. into the item barcode box

    9. Select Enter

  2. Renew a loan

    1. In the Users app, find one of the patron records listed above and open their user record

    2. Open the Loans accordion

    3. Select Open loans

    4. Select the ellipses on a loan with the item status Checked out

    5. From the ellipses dropdown, select Renew

    6. Click on the row of the item you have renewed and review the data in the table below the loan details

  3. View Loan details

    1. Go to the Circulation log

    2. In the Loans filter accordion, select Checked out

    3. Scroll all the way to the right, and for one of the loans listed, select the ellipses in the Actions column

    4. Select Loan details

  4. View User details

    1. Go to the Circulation log

    2. In the Loans filter accordion, select Checked out

    3. Scroll all the way to the right, and for one of the loans listed, select the ellipses in the Actions column

    4. Select User details

  5. Review the loans from the steps above in the Circulation log

    1. Go to the Circulation log

    2. Using the search box, filters, or by browsing, look for the following circulation transactions

      1. Item checked out - does the item match the patron for step 1 above?

      2. Check out patron notice sent - does the data reflect that a patron notice was sent for step 1 above?

      3. Renew a loan - does the item you renewed match the correct barcode and user?