Ramsons UAT - ECS with mod-tlr enabled: Requests - title level

Owned by Stephanie Buck
Last updated: Nov 05, 2024 by Anne Ekblad
4 min read

Brief description

This is the first test for ECS circulation functionality, focusing on title level requests. This functionality includes the ability to create, view, edit, reorder and cancel title level requests. The goal of this test is to verify that ECS title level request functionality works as expected.

**Please note this work is still in progress. We’ve already identified some issues that we’re working through.

  • Steps 1 - 3 utilize the New request form. The form may change a bit in the next few sprints. When it is finalized, we’ll run a short UAT for you with the new form for feedback.

  • Step one asks you to search for a title from a provided list. If you are unable to locate a title, please search for another title from the list. This is a known issue we’re doing our best to remedy as quickly as possible.

  • Step 3 uses proxy/sponsor functionality. We have identified issues associated with proxy functionality in the Quesnelia release. They are in the process of being addressed and should not impact testing the workflow below. If interested, you can find more information abou the bug in UIREQ-1135.


Testing will take place September 16-20, 2024. Please have the form submitted by the end of the day on Friday, September 20, 2024.

Links

Test environment: FOLIO

Test credentials: Test User 1 with credentials: Test1/Testing1313# or Test User 2 with credentials: Test2/Testing1313#

Jira feature: UXPROD-4559: ECS with mod-tlr enabled: Requests support (part 1)Closed

Feedback form: ECS title level request UAT feedback

Related Videos

The link below is to a recent video demonstration of requesting functionality. You do not need to sign in to access the recording. Watching this demo before you test may help you to be more comfortable testing.

Instructions

Follow the steps below and use the feedback form linked above to record your results.

  1. Create a Title level request (workflow A)

  • Log in to FOLIO as either Test User 1 or Test User 2. Use this Tester for all of the steps below.

  • Navigate to the Inventory app

  • Find one of the following titles. Use only this title throughout the steps below:
    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

  • Copy the HRID from the “Administrative data” accordion

  • Navigate to the Requests app

  • From the Actions dropdown menu, select New

  • Check to make sure the box next to “Create title level request” is checked

  • Paste the UUID or HRID into the “Title information” box and select Enter

  • Select the Requester lookup link and search for one of the following users:
    Stephanie Buck
    Evangeline Armstrong
    Gwenydd Meloney
    Sally Owens
    Alice Liddell
    Ursula Todd
    Nicholas Aria
    Callan Phillion

  • Choose one of the requesters from the list by clicking on the name

  • Select hold from the Request type and select a Pickup service point

  • Click Enter

  1. Create a Title level request (workflow B)

  • Log in to FOLIO

  • Navigate to the Requests app

  • From the Actions dropdown menu, select New

  • Check to make sure the box next to “Create title level request” is checked

  • Select the Title lookup link and search for the title you used above

  • Select the Title from the test above by clicking on it

  • Select the Requester lookup link and search for a name you did not use in the previous step

  • Select that name

  • Select hold from the Request type and select a Pickup service point

  • Click enter

  1. Create a Title level request (workflow B) with a Proxy

  • Log in to FOLIO

  • Navigate to the Requests app

  • From the Actions dropdown menu, select New

  • Check to make sure the box next to “Create title level request is checked”

  • Select the Title lookup link and search for the title you used above

  • Select that Title by clicking on it

  • Select the Requester lookup link

  • Search for Proxy and select one of the following
    ProxyUser
    TestProxy
    Test Proxy 3
    Test Proxy 4
    Test Proxy 5
    Test Proxy 6

  • Select the radio button next to the name below “Or acting as proxy for” in the dialog box called “Who are you acting as?”

  • Select Continue

  • Select hold from the Request type and select a Pickup service point

  • Click Enter

  1. View Title level request details

  • Log into FOLIO

  • Navigate to the Requests app

  • Select the following filters by checking the box (more filters will be functional with coming development):

    • Holds

    • Open - Not yet filled

  • Scroll through Requests that appear in the main pane of the Requests app and locate a request you placed in this testing session

  • Click on the request

  1. Edit a Title level request

    • Log in to FOLIO

    • Navigate to the Requests app

    • Using the search box or filters on the left, look for one of the requests you created in steps 1-3

    • Select the request by clicking on it’s line in the results table

    • Review the following in the Request details pane: Request expiration date and Pickup service point

    • Click on the Actions button in the Request details and select Edit

    • Edit the form by adding a Request expiration date or Pickup service point

    • Click Save & close

    • Look in the request details pane to see if your edits appear

    • Click on the Actions menu in the Request details and select Edit again

    • Edit the form a second time by adding or changing the Request expiration date or Pickup service point

    • Click Cancel and then Close without saving

  2. Reorder a title request queue

    • Log in to FOLIO

    • Navigate to the Requests app

    • Locate a request you created in steps 1-3 c

    • From the request details, select the Actions dropdown

    • Select Reorder queue

    • Using the 6 dots to the left of the Order column, click and drag a request to a different place in the queue

    • Pay attention to the number in the Order column

  3. Cancel a title level request

    • Log in to FOLIO

    • Navigate to the Requests app

    • Locate a request you created in steps 1-3 and select the title so the Request details pane loads

    • From the request details, select the Actions dropdown

    • Select Cancel

    • Select a Reason for cancellation from the dropdown menu

    • Click Confirm

    • Look at the request details and note the request status