Brief description

This test focuses on ECS Loans. This functionality includes the ability to check out a requested item, 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 of Monday, February 24. Please submit any feedback by the end of the day on Friday, February 28.

Links

Test environment: FOLIO 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: UXPROD-4559: ECS with mod-tlr enabled: Requests support (part 1)Closed

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

Instructions

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

Titles

James
The god of the woods
The ministry of time
The bright sword
Say nothing: A true story of murder and memory in Northern Ireland

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 Requester

   3. Go to the Check in app, make sure you’re using the Circ Desk 1 service point. 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

   10. End session

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?

Open