DCB-Hub test plan

QA Discovery System

Libraries

Library	ILS Platform	Contacts

Library	ILS Platform	Contacts
Springfield Green Public	Sierra	Stephanie Ruhe stephanier@thelibrary.org, Sarah Francka-Jones sarahf@thelibrary.org
Tulsa City County Public	Sierra	Peter Klein peter.klein@tulsalibrary.org, Sarah Peterson sarah.peterson@tulsalibrary.org
Des Moines Public	Sierra	Heather Hildreth heather.hildreth@wdm.iowa.gov
William Woods	Sierra	Rachel Utrecht rachel.utrecht@williamwoods.edu

Configuration

Library	patron homeLibraryCode to Agency Mappings

Library	patron homeLibraryCode to Agency Mappings
Springfield Greene public
Tulsa City County Public
Des Moines Public
William Woods University

Test Records

Library	Patron	Item	PAT_AGENCY Mappings	Notes

Library	Patron	Item	PAT_AGENCY Mappings
Springfield Green	Eligible patron First name – TEST Last name – Barcode – 21492008420881 Patron – p17765882 PIN – N/A	Title – ReShareDCB Test One bib number – b37483298 copy 1 – i56152103 copy 2 – i56152140 https://discovery.testing.resharedcb.org/?q=ReShare*
Springfield Green	Ineligible patron First name – TEST Last name – Barcode – 21492005935410 Patron – p14724844 PIN – N/A	Title – ReShare DCB Test Two bib number – b37483316 copy 1 – i56152255 copy 2 – i561523220 https://discovery.testing.resharedcb.org/?q=ReShare*
Tulsa	Eligible patron First name – Test Last name – Mobius Barcode – 22345011487322 Patron – p23695845 PIN – 2000	Title – DCB test record 1 bib number – x copy 1 – i66753909, barcode 32345075766817 https://discovery.testing.resharedcb.org/?q=%22The+River+by%C2%A0Peter%C2%A0Heller%22
Tulsa	Ineligible patron First name – Guest Last name – Mobius Barcode – 22345018617095 Patron – p25314403 PIN – 2000	Title – DCB test record 2 copy 1 – i66753910, barcode 32345075766825	DCB test record 3 – 32345075766833, i66753922
WW	[Eligible Patron] First name - RESHARE Last name - TEST Barcode - Patron - p1239869x PIN -	[Test title 1] + [item(s)] Title - RESHARE TEST BOOK Bib - b31335159 Copy 1 - i34886229 ; 0400000853780 Copy 2 - i34886230 ; 0400000853798
WW	[Ineligible Patron] First name - INELIGIBLE Last name - RESHARE Barcode - Patron - p1239953x PIN -	[Test title 2] + [item(s)] Title - RESHARE TEST BOOK 2 Bib - b31335391 Copy 1 - i34886588 ; 0400000853863 Copy 2 - i3488659x ; 0400000853871
DM	[Eligible Patron]	[Test title 1] + [item(s)]
	[Ineligible Patron]	[Test title 2] + [item(s)]

Test Results (populate post-testing)

Date	Test case	Borrowing library	Lending library	Recording	Results

Date	Test case	Borrowing library	Lending library	Recording	Results
2023-07-01	1	SGCL	TULSA	item:6675390	XCirc error: XCirc error : No items requestable, request denied. - [132 / 982]

Test Scripts

The primary purpose of the test scripts in this initial round is for all participants to become acclimated to the test process and confirm that results are expected and where not, take notes and analyze offline. As we move forward with testing, the test structure and execution will become more rigid culminating in a traditional UAT process.

We will record this session and make it available as a link from this page.

No changes to configuration on Sierra is expected. Any required mappings will be managed on the hub by Ian.

Each tester will share their screen when executing a step.

Test case 1: Eligible Springfield patron makes request for Tulsa item

Ian will make a request via the discovery platform using Springfield patron p17765882 (TEST, 21492008420881) for Tulsa title “DCB test record 1” item i60469626.
1. Ian will confirm via the API request and response that the request message went to the Tulsa Sierra system and successfully created a hold.
2. Sarah or Peter will have a Sierra application launched and look in Sierra in all modes that would show an item-level hold for item i60469626.
  1. Item record contains patron hold?
  2. Review all data elements to confirm we have the expected data and where not, make note and move onto next test case.
Print paging slip
1. Sarah or Peter will print a paging slip containing a request for the item?
  1. Are all data expected data elements populated and does it contain the correct information?
    1. item shelving code/description
    2. borrowing agency code
    3. hub patron type
    4. patron pickup location
Checkout to borrowing library
1. Sarah or Peter will scan patron barcode 21492008420881 within Sierra checkout
2. Sarah or Peter will observe the patron display and confirm it is the correct patron for this test.
3. Sarah or Peter will then scan the item barcode 32345075766817
  1. Review the data on the display and confirm all data elements are populated and the correct loan rule has been applied.
  2. Sierra should display that the item needs to go in-transit to Springfield
4. Close out transaction

Test case 2: Eligible Tulsa patron makes request for Springfield item

Ian will make a request via the discovery platform using Tulsa patron p23695845 (TEST, 22345011487322) for Springfield title "ReShareDCB Test One” item i56152103.
1. Ian will confirm via the API request and response that the request message went to the Springfield Sierra system and successfully created a hold.
2. Stephanie or Sarah FJ will have a Sierra application launched and look in Sierra in all modes that would show an item-level hold for item i56152103.
  1. Item record contains patron hold?
  2. Review all data elements to confirm we have the expected data and where not, make note and move onto next test case.
Print paging slip
1. Stephanie or Sarah FJ will print a paging slip containing a request for the item?
  1. Are all data expected data elements populated and does it contain the correct information?
    1. item shelving code/description
    2. borrowing agency code
    3. hub patron type
    4. patron pickup location
Checkout to borrowing library
1. Stephanie or Sarah FJ will scan the patron barcode 22345011487322 within Sierra checkout
2. Stephanie or Sarah FJ will observe the patron display and confirm it is the correct patron for this test.
3. Stephanie or Sarah FJ will then scan the item i56152103 (barcode?)
  1. Review the data on the display and confirm all data elements are populated and the correct loan rule has been applied.
  2. Sierra should display that the item needs to go in-transit to Tulsa
4. Close out transaction

Test case 3: Ineligible Springfield Green patron places request for Tulsa item

Ian will make a request via the discovery platform using Springfield patron p14724844 (Test, 21492005935410) for Tulsa title “DCB test record 2” item i66753910
1. Ian will confirm via the API request and response that the request message went to the Tulsa Sierra system and successfully created a hold.
2. Sarah or Peter will have a Sierra application launched and look in Sierra in all modes that would show an item-level hold for item i66753910.
  1. Item record contains patron hold?
  2. Review all data elements to confirm we have the expected data and where not, make note and move onto next test case.
Print paging slip
1. Sarah or Peter will print a paging slip containing a request for the item?
  1. Are all data expected data elements populated and does it contain the correct information?
    1. item shelving code/description
    2. borrowing agency code
    3. hub patron type
    4. patron pickup location
Checkout to borrowing library
1. Sarah or Peter will scan patron barcode 21492008420881 within Sierra checkout
2. Sarah or Peter will observe the patron display and confirm it is the correct patron for this test.
3. Sarah or Peter will then scan the item barcode 32345083212663
  1. Review the data on the display and confirm all data elements are populated and the correct loan rule has been applied.
  2. Sierra should display that the item needs to go in-transit to Springfield
4. Close out transaction

Test case 4: Ineligible Tulsa patron places request for Springfield item

Ian will make a request via the discovery platform using Tulsa patron p25314403 (Guest, 22345018617095) for Springfield title "ReShare DCB Test Two” item i56152255.
1. Ian will confirm via the API request and response that the request message went to the Springfield Sierra system and successfully created a hold.
2. Stephanie or Sarah FJ will have a Sierra application launched and look in Sierra in all modes that would show an item-level hold for item i56152255.
  1. Item record contains patron hold?
  2. Review all data elements to confirm we have the expected data and where not, make note and move onto next test case.
Print paging slip
1. Stephanie or Sarah FJ will print a paging slip containing a request for the item i56152255
  1. Are all data expected data elements populated and does it contain the correct information?
    1. item shelving code/description
    2. borrowing agency code
    3. hub patron type
    4. patron pickup location
Checkout to borrowing library
1. Stephanie or Sarah FJ will scan the patron barcode 22345011487322 within Sierra checkout
2. Stephanie or Sarah FJ will observe the patron display and confirm it is the correct patron for this test.
3. Stephanie or Sarah FJ will then scan the item i56152255 (barcode?)
  1. Review the data on the display and confirm all data elements are populated and the correct loan rule has been applied.
  2. Sierra should display that the item needs to go in-transit to Tulsa
4. Close out transaction

Learnings

How to create and separate paging slips ReShare v. Local?
Print Templates?
Print by patron agency/home location – Scott will look at Sierra library
Sarah and Peter will setup a location for central