Sierra workflow screen recordings & testing prompts

During the beta testing phase, please be aware that updates to member records and transactions will take between 2-5 minutes to complete.

OpenRS DCB requesting workflow

 

  • 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.

 

 

Lending fulfillment workflow

Catalog Mode

 

  • 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.

Notices mode

 

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

Item paging slip (email)

 

[insert latest customer version]

Check-in mode

 

  • 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

In-Transit

 

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

Borrowing fulfillment workflow

Checkout mode – patron record and hold

 

  • 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 mode – receive item

 

  • 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 mode – patron loan

 

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

  • If used, print a holdshelf slip.

A peak at the item at the lending library…

 

  • 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].

Checkin mode – item return from patron

 

  • 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.

Lending Library Checkin mode – item returned

 

  • Checkin the item at the lending library.

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

Patron cancellation workflow

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.

Operated as a Community Resource by the Open Library Foundation