Sierra workflow screen recordings & testing prompts

• Confirm the circulation status of the test record.

• Place a hold on the test record, this should take you to the affiliated institution drop down.

• Confirm your institution is represented as desired and select it.

• Confirm the credential prompts are correct and enter credentials.

• When the place hold modal displays, confirm all of the pickup locations for your institution are represented as desired and select the pickup location.

• Confirm the request is successfully placed.

• Confirm that the virtual patron is created and it has the expected values for virtual patron type, home library location, name field, barcode.

• An item-level hold is created and linked to the virtual patron.

• Confirm that a paging slip is generated and contains the expected data.

[insert latest customer version]

• Checkin the item and confirm the hold is triggered.

• In the hold message modal, select “In transit to [pickup institution]”

• Confirm that the item state changes to In-Transit and a staff message is added to the item.

• Print in-transit slip

• Confirm that all data elements and formatting is as expected.

• Optional: Confirm in catalog mode or search/holds mode that the virtual bib and virtual item are present and contain the expect values in the location, status and barcode fields.

• Enter checkout mode to confirm an item-level hold is created and linked to the borrowers patron record.

• Checkin the virtual item and confirm that the hold is triggered.

• Confirm that the virtual item state is transitoned to "!" On Holdshelf.

• Confirm that the patron notification is generated.

• Checkout the item to the patron and confirm the checkout date.

• If used, print a holdshelf slip.

• At the lending library, confirm that the item has been checked out to the virtual patron and that it has the expected due date.

• Confirm the hold has been removed.

• [the in-transit message field not being removed is a bug we have fixed since the recording was made].

• Patron returns the item; checkin the item and confirm that the virtual item status field has been updated to “Available”

• [Optional] Produce an in-transit slip.

• Checkin the item at the lending library.

• Confirm that there is no longer a link between the virtual patron and the item.

Screen recording for WebPAC, Encore

In Sierra and patron facing applications like OPACs and Discovery applications, ability to cancel a request. Request should immediately clear from the patron record.