| MOBIUS OFFICE | Completed successfully? | |||
| Testing Category | Testing Task | Yes | No | If no, why not? |
| Acquisitions | Enter a one-time order record on an existing title | |||
| Enter a one-time record for new title | ||||
| Enter an on-going order record on an existing title, add pieces | ||||
| Enter an on-going record for new title, add pieces | ||||
| Receive an item for a title that was not previously owned | ||||
| Receive an item for a title that was previously owned | ||||
| Bulk Edit | Perform a Bulk Edit of Instance, Holdings or Item records using an imported file of UUIDs | |||
| Perform a Bulk Edit of Instance, Holdings, or Item records using a query | ||||
| Download a CSV file of matched records in Bulk Edit | ||||
| Cataloging | Search for an existing title in Inventory | |||
| Add a Holdings and Item record to a shared Instance | ||||
| Add a Holdings and Item record to a local Instance | ||||
| Create a new Instance using New Local Record | ||||
| Create a new Instance using Fast Add | ||||
| Download a new Instance using Import | ||||
| View the MARC record for an Instance | ||||
| Edit the MARC record for an Instance | ||||
| Link a MARC heading to an authority record | ||||
| Link all MARC headings to authority records, using the Link All shortcut | ||||
| Mark an Instance record for deletion using the Mark as Deleted shortcut | ||||
| Edit a Holdings record | ||||
| Edit an Item record | ||||
| Circulation | Switch service points | |||
| Check out an available item (it is advisable to repeat this and other tests below with multiple patron groups/loan types/locations/material types to validate circulation rules, circulation policies, blocks, notices, etc.) | ||||
| Check out an item that is on the hold shelf | ||||
| Find out the location and availability of a book | ||||
| Find out the location and availability of a journal volume/issue | ||||
| Check in an item with no holds/ requests on it | ||||
| Check in an item with holds/requests on it | ||||
| Check in an item with check in notes | ||||
| Clear hold shelf | ||||
| Check in an item that belongs to another service point | ||||
| Create an on-the-fly item | ||||
| Verify that staff have the right to add/remove/waive a manual patron block | ||||
| Check out an item for circulation rule | ||||
| Verify email notifications | ||||
| Concosortia Manager | Edit tenant names and codes | |||
| Review “shared” settings and aggregated local settings ( i.e.: permissions sets, instance status types) | ||||
| Create shared settings | ||||
| Create local settings for multiple tenants | ||||
| Data Export | Export a file of Instance records | |||
| Data Import | Import a file of Instance records, with or without Holdings and Items | |||
| Lists | Create a List of Instance records | |||
| Create a List of Holdings Records | ||||
| Create a List of Item records | ||||
| Create a list of User records | ||||
| Download a CSV of fields from a list | ||||
| Serials | Receive a piece | |||
| Create an expected piece | ||||
| Transfer an Item record from one Holdings record to another | ||||
| Claim a missing title | ||||
| Review received items | ||||
| Edit piece connected to an item (enumeration, chronology or copy number) | ||||
| Users | Generally, where multiple permission sets are used, test functionality in all apps with to validate create, read, update, delete as needed). | |||
| Create a new patron User record | ||||
| Create a new staff User record | ||||
| Edit a User record | ||||
| Reset the password for a staff User's record | ||||
| View a patrons checked out items | ||||
| View a patron's requested items | ||||
| View a patron's fee/fines | ||||
| Consortia: Create user with multiple affiliations | ||||
| Consortia: Test a user with unique permissions for multiple tenants |
FOLIO WIKI
