Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Julie's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff)
Yenching: 32044140673617
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
4/28 test
Request submitted
When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
Received "Requested Item Available" notice for:
32044074181603
32044140673617
32044118482694
Retested and did not receive notice for:
32044111673190
Resource Request Slip "printed" successfully for all tests
Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Julie's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff)
Widener
Gutman:
32044074181603
Faculty (Student and Staff)
Yenching: 32044140673617
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
4/28 test
Request submitted
When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
Received "Requested Item Available" notice for:
32044074181603
32044140673617
32044118482694
Retested and did not receive notice for:
32044111673190
Resource Request Slip "printed" successfully for all tests
Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Julie's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff)
Gutman: 32044118482694
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
4/28 test
Request submitted
When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
Received "Requested Item Available" notice for:
32044074181603
32044140673617
32044118482694
Retested and did not receive notice for:
32044111673190
Resource Request Slip "printed" successfully for all tests
Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Julie's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Special Borrower (e.g. Alum)
Widener: 32044074181603
32044118482694
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
4/28 test
Request submitted
When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
Received "Requested Item Available" notice for:
32044074181603
32044140673617
32044118482694
Retested and did not receive notice for:
32044111673190
Resource Request Slip "printed" successfully for all tests
Checked on 5/8: items were still on the hold shelf, despite the expiration date of 5/7
In testing
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Julie's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Special Borrower (e.g. Alum)
Widener: 32044074181603
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to Widener only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Yenching: 32044140673617
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to Yenching only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Gutman: 32044118482694
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to Gutman only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Widener: 32044074181603
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to PRR only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Yenching: 32044140673617
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to YRR only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Gutman: 32044118482694
SEC
User cannot submit a request to SEC
4/28 test
No items available for the request due to policy.
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Widener: 32044074181603
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to PRR only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Yenching: 32044140673617
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to
Widener
YRR only
Completed successfully
Julie
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Gutman: 32044118482694
SEC
User cannot submit a request to SEC
4/28 test
No items available for the request due to policy.
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications
are generated
Special Borrower (e.g. Alum)
Yenching: 32044140673617
SEC
User cannot submit a request to SEC
are generated
Requests for SEC Items
GEN: 32044147090542
RES: 32044005735204
Faculty (Student and Staff)
SEC
any
Item is not requestable
4/28 test
Was able to request to Yenching only
GEN = No items available for the request due to policy.
RES = No items available for the request due to policy.
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Kara: SEC GEN item locations are in the Smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Special Borrower (e.g. Alum)
Gutman: 32044118482694
Visiting Researcher
Widener: 32044074181603
SEC
User cannot submit a request to SEC
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to Gutman only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
any
Item is not requestable
4/28 test
Was able to request to PRR only
GEN = No items available for the request due to policy.
RES = No items available for the request due to policy.
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Yenching: 32044140673617
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to YRR only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Gutman: 32044118482694
SEC
User cannot submit a request to SEC
4/28 test
the request table to specifically make SEC items non-requestable
Kara: SEC GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Visiting Researcher
SEC
any
Item is not requestable
4/27 test
GEN = No items available for the request due to policy.
RES = No items available for the request due to policy.
Completed successfully
Library Guest
SEC
any
Item is not requestable
4/27 test
GEN = No items available for the request due to policy.
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Widener: 32044074181603
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to PRR only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Yenching: 32044140673617
SEC
User cannot submit a request to SEC
4/28 test
Was able to request to YRR only
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Gutman: 32044118482694
SEC
User cannot submit a request to SEC
4/28 test
No items available for the request due to policy.
Completed successfully
Julie: If picking a random person, make their email your email so you can see what notifications are generated
Requests for SEC Items
GEN: 32044147090542
RES: 32044005735204
Faculty (Student and Staff)
SEC
any
Item is not requestable
4/28 test
GEN = No items available for the request due to policy.
RES = No items available for the request due to policy.
Completed successfully
Kara: SEC GEN item locations are in the Smart restart fulfillment unit (request/circ by default). Needed a rule in
RES = No items available for the request due to policy.
Completed successfully
Loans of SEC GEN Items at SEC
GEN: 32044147090542
Student
SEC
n/a
Item is loanable according to item policy and user group
Okay (loaned 4/27/20, due 9/10/20)
Completed successfully
Faculty
SEC
n/a
Item is loanable according to item policy and user group
Okay (loaned 4/27/20, due 9/10/20)
Completed successfully
Staff
SEC
n/a
Item is loanable according to item policy and user group
Okay (loaned 4/27/20, due 9/10/20)
Completed successfully
Special Borrower (e.g. Alum)
SEC
any
n/a
Item is
not requestable
4/28 test
GEN = No items available for the request due to policy.
RES = No items available for the request due to policy.
Completed successfully
Kara: SEC GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Visiting Researcher
SEC
any
Item is not requestable
4/27 test
GEN = No items available for the request due to policy.
RES = No items available for the request due to policy.
Completed successfully
Library Guest
SEC
any
Item is not requestable
4/27 test
GEN = No items available for the request due to policy.
RES = No items available for the request due to policy.
Completed successfully
Loans of SEC GEN Items at SEC
GEN: 32044147090542
loanable according to item policy and user group
Okay (loaned 4/27/20, due 5/26/20)
Completed successfully
Visiting Researcher
SEC
n/a
Item is loanable according to item policy and user group
This item can only be loaned from reading room desk
Completed successfully
Library Guest
SEC
n/a
Item is loanable according to item policy and user group
This item can only be loaned from reading room desk
Completed successfully
Returns of SEC GEN Items at SEC
GEN: 32044147090542
Student
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Faculty
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Staff
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Special Borrower (e.g. Alum)
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Visiting Researcher
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Completed successfully
Library Guest
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Completed successfully
SEC "Reserve" Items
Student
SEC
n/a
Item is loanable according to item policy and user group
Okay (loaned 4/27/20, due 9/10/20)
Completed successfully
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Faculty
SEC
n/a
Item is loanable according to item policy and user group
Okay (loaned 4/27/20, due 9/10/20)
Completed successfully
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Staff
SEC
n/a
Item is loanable according to item policy and user group
Okay (loaned 4/27/20, due 9/10/20)
Completed successfully
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)
SEC
SEC
n/a
Item is loanable according to item policy and user group
Okay (loaned 4/27/20, due 5/26/20)
Completed successfully
Visiting Researcher
SEC
n/a
Item is loanable according to item policy and user group
This item can only be loaned from reading room desk
Completed successfully
Library Guest
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Expand
title
April 2021 Testing
Expand
title
Emily
Expand
title
Emily
Scenario
User Role
Owning Library
Pick-Up Location
Desired Outcome
Result
Status
Note
Requests to SEC
Faculty (Student and Staff)
Widener:
SEC
User can submit a request
User does not receive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date) Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
Scenario
User Role
Owning Library
Pick-Up Location
Desired Outcome
Result
Status
Note
Requests to SEC
Faculty (Student and Staff)
Widener:
32044143599033
SEC
User can submit a request
User does not receive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
Item is loanable according to item policy and user group
This item can only be loaned from reading room desk
Completed successfully
Returns of SEC GEN Items at SEC
GEN: 32044147090542
Student
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Faculty
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Staff
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Special Borrower (e.g. Alum)
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Okay (reshelve to GEN)
Completed successfully
Visiting Researcher
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Completed successfully
Library Guest
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Completed successfully
SEC "Reserve" Items
Student
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Faculty
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Staff
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Expand
title
April 2021 Testing
4/28/21 Test
Request submitted successfully
When returned at HKS, received the appropriate routing note with "Item is requested" language
Item received at SEC - item routed to hold shelf; "Print slip failed" notice
Item is on hold shelf for 1 year - 4/28/2022 expiry
Item is loanable
5/12 Test with printer set to Emily Bouffard
3. Slip printed (email received)
5. Item is loanable
Testing complete and successful
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Emily's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff)
Yenching:
32044140673617
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
Item is loanable according to item policy and user group
Request submitted successfully
When returned at HKS, received the appropriate routing note with "Item is requested" language
Item received at SEC - item routed to hold shelf; "Print slip failed" notice
Item is on hold shelf for 1 year - 4/28/2022 expiry
Item is loanable
5/12 Test with printer set to Emily Bouffard
3. Slip printed (email received)
5. Item is loanable
Testing complete and successful
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Emily's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff)
Gutman:
32044118482694
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
Item is loanable according to item policy and user group
Request submitted successfully
When returned at HKS, received the appropriate routing note with "Item is requested" language
Item received at SEC - item routed to hold shelf; "Print slip failed" notice
Item is on hold shelf for 1 year - 4/28/2022 expiry
Item is loanable
5/12 Test with printer set to Emily Bouffard
3. Slip printed (email received)
5. Item is loanable
Testing complete and successful
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put
Julie
Emily's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff
Special Borrower (e.g. Alum)
Yenching
Widener:
32044143599033
SEC
User
can
cannot submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Julie's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and Staff)
Gutman:
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put Julie's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Special Borrower (e.g. Alum)
Widener:
to SEC
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Yenching:
32044140673617
SEC
User cannot submit a request to SEC
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Gutman:
32044118482694
SEC
User cannot submit a request to SEC
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Widener:
32044143599033
SEC
User cannot submit a request to SEC
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Yenching:
32044140673617
SEC
User cannot submit a request to SEC
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Gutman:
32044118482694
SEC
User cannot submit a request to SEC
TesterYenching
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Library Guest
Widener:
32044143599033
SEC
User cannot submit a request to SEC
Tester
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Gutman:
Library Guest
Yenching:
32044140673617
SEC
User cannot submit a request to SEC
Tester
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Library Guest
Widener
Gutman:
32044118482694
SEC
User cannot submit a request to
SEC Tester
Visiting Researcher
SEC
any
Item is not requestable
Library Guest
SEC
any
Item is not requestable
Loans of SEC GEN Items at SEC
GEN:
Student
SEC
n/a
Item is loanable according to item policy and user group
Faculty
SEC
Not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Yenching:
SEC
User cannot submit a request to SEC
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Gutman:
SEC
User cannot submit a request to SEC
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Widener:
SEC
User cannot submit a request to SEC
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Yenching:
SEC
User cannot submit a request to SEC
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Gutman:
SEC
User cannot submit a request to SEC
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Requests for SEC Items
GEN:
RES:
Faculty (Student and Staff)
SEC
any
Item is not requestable
Kara: SEC GEN item locations are in the Smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Special Borrower (e.g. Alum)
SEC
any
Item is not requestable
Kara: SEC GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Staff
SEC
n/a
Item is loanable according to item policy and user group
Special Borrower (e.g. Alum)
Requests for SEC Items
GEN: 32044100353580
RES: 32044143853885
Faculty (Student and Staff)
SEC
any
Item is not requestable
Not requestable
Testing complete and successful
Kara: SEC GEN item locations are in the Smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Special Borrower (e.g. Alum)
SEC
any
Item is not requestable
Not requestable
Testing complete and successful
Kara: SEC GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Visiting Researcher
SEC
any
Item is not requestable
Not requestable
Testing complete and successful
Library Guest
SEC
any
Item is not requestable
Not requestable
Testing complete and successful
Loans of SEC GEN Items at SEC
GEN: 32044100353580
Student
SEC
n/a
Item is loanable according to item policy and user group
Item loaned 4/28/2021 - 12:17pm, item due 4/28/2021 - 12:18pm
5/12 test with Item policy: Regular Loan (61)
Item loaned with due date of 9/10/21
Testing complete and successful
Faculty
SEC
n/a
Item is loanable according to item policy and user group
Item loaned 4/28/2021 - 12:14pm, item due 4/28/2021 - 12:15pm
5/12 test with Item policy: Regular Loan (61)
Item loaned with due date of 9/10/21
Testing complete and successful
Staff
SEC
n/a
Item is loanable according to item policy and user group
Item loaned 4/28/2021 - 12:16pm, item due 4/28/2021 - 12:17pm
5/12 test with Item policy: Regular Loan (61)
Item loaned with due date of 9/10/21
Testing complete and successful
Special Borrower (e.g. Alum)
SEC
n/a
Item is loanable according to item policy and user group
Item loaned; due in 28 days
5/12 test with Item policy: Regular Loan (61)
Item loaned; due in 28 days
Testing complete and successful
Visiting Researcher
SEC
n/a
Item is loanable according to item policy and user group
Visiting Researcher
SEC
n/a
Item is only loanable
according to item policy and user group
to reading room desk
Testing complete and successful
Library Guest
SEC
n/a
Item is loanable according to item policy and user group
Item is only loanable to reading room desk
Testing complete and successful
Returns of SEC GEN Items at SEC
GEN: 32044100353580
Student
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Item returned; "on shelf"
Testing complete and successful
Faculty
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Item returned; "on shelf"
Testing complete and successful
Staff
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Item returned; "on shelf"
Testing complete and successful
Special Borrower (e.g. Alum)
SEC
n/a
Item is returned and becomes "on shelf" at SEC
Item returned; "on shelf"
Testing complete and successful
Visiting Researcher
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Testing complete and successful
Library Guest
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Testing complete and successful
SEC "Reserve" Items
Student
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Faculty
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Staff
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Expand
title
Mike
Scenario
User Role
Owning Library
Pick-Up Location
Desired Outcome
Result
Status
Note
Requests to SEC
Faculty
(Student and Staff)
Widener:
32044136095544
SEC
User can submit a request
User does not receive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received" at SEC on a Sunday (a
day that SEC is "closed" due to HUMS delivery schedule)?
day that SEC is "closed" due to HUMS delivery schedule)?
Item is loanable according to item policy and user group
worked
correct
Print failed message in Alma
Hold expiration date is 1 year out
5/11 retest
3. "Printed"
5. Yes
5/12 Test
Testing complete and successful
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put
Julie
Mike's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (
Student
and Staff)
Yenching:
32044067754291
SEC
User can submit a request
User does not
recive
receive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received" at SEC on a Sunday (
a day that SEC is "closed" due to HUMS delivery schedule)?
a day that SEC is "closed" due to HUMS delivery schedule)?
Item is loanable according to item policy and user group
worked
correct
Print failed message in Alma
Hold expiration date is 1 year out
5/11 retest
3. "Printed"
5. Yes
Testing complete and successful
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put
Julie
Mike's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Faculty (Student and
Staff
)
Gutman:
32044107821589
SEC
User can submit a request
User does not recive a notice with the item is "Returned" at SEC
Hold slip "prints" when the item is received at SEC
Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
Question: What happens if requests are "received
" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
" at SEC on a Sunday (a day that SEC is "closed" due to HUMS delivery schedule)?
Item is loanable according to item policy and user group
worked
correct
Print failed message in Alma
Hold expiration date is 1 year out
5/11 retest
3. "Printed"
5. Yes
Testing complete and successful
Kara: Need to make a custom change on the patron-facing "item on hold shelf" notice/letter so that they don't get sent
Kara: Put
Julie
Mike's email in for the printer
Kara: need to add circ to /deliver to relationships at non-SEC libraries so that non-SEC items can be requested to SEC; SEC does not have circ/deliver to relationships with any other libraries
Special Borrower (e.g. Alum)
Widener:
32044144733102
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Yenching:
32044071771604
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Special Borrower (e.g. Alum)
Gutman:
32044118400647
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Widener:
32044144733102
SEC
User cannot submit a
request to SEC
request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Yenching:
32044071771604
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher
Gutman:
32044118400647
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Widener:
32044144733102
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Yenching:
32044071771604
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest
Gutman:
32044118400647
SEC
User cannot submit a request to SEC
not allowed
Testing complete and successful
Tester: If picking a random person, make their email your email so you can see what notifications are generated
Requests for SEC Items
GEN: 32044100353580
RES: 32044143853885
Faculty (Student and Staff)
SEC
any
Item is not requestableItem is not requestable
any
Item is not requestable
not allowed for faculty, staff or student
5/11 retest
Changing item policy to 61 did not change result of request
Testing complete and successful
Kara: SEC GEN item locations are in the Smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Special Borrower (e.g. Alum)
SEC
any
Item is not requestable
not allowed
5/11 retest
Changing item policy to 61 did not change result of request
Testing complete and successful
Kara: SEC GEN item locations are in the smart restart fulfillment unit (request/circ by default). Needed a rule in the request table to specifically make SEC items non-requestable
Visiting Researcher
SEC
any
Item is not requestable
not allowed
5/11 retest
Changing item policy to 61 did not change result of request
Testing complete and successful
Library Guest
SEC
any
any
Item is not requestable
not allowed
5/11 retest
Changing item policy to 61 did not change result of request
Testing complete and successful
Loans of SEC GEN Items at SEC
GEN: 32044100353580
Student
SEC
n/a
Item is loanable according to item policy and user group
Due date is same as date loaned
5/11 retest
Item now loans until end of semester
Testing complete and successful
Faculty
SEC
n/a
Item is loanable according to item policy and user group
Due date is same as date loaned
5/11 retest
Item now loans until end of semester
Testing complete and successful
Staff
SEC
n/a
Item is loanable according to item policy and user group
Due date is same as date loaned
5/11 retest
Item now loans until end of semester
Testing complete and successful
Special Borrower (e.g. Alum)
SEC
n/a
Item is loanable according to item policy and user group
28-day loan
Testing complete and successful
Visiting Researcher
SEC
n/a
Item is loanable according to item policy and user group
not allowed
Testing complete and successful
Library Guest
SEC
n/a
Item is loanable according to item policy and user group
not allowed
Testing complete and successful
Returns of SEC GEN Items at SEC
GEN: 32044100353580
Student
SEC
n/a
Item is returned and becomes "on shelf" at SEC
worked
Testing complete and successful
Faculty
SEC
n/a
Item is returned and becomes "on shelf" at SEC
worked
Testing complete and successful
Staff
SEC
n/a
Item is returned and becomes "on shelf" at SEC
worked
Testing complete and successful
Special Borrower (e.g. Alum)
SEC
n/a
Item is returned and becomes "on shelf" at SEC
worked
Testing complete and successful
Visiting Researcher
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Testing complete and successful
Library Guest
SEC
n/a
Item is returned and becomes "on shelf" at SEC
n/a
Testing complete and successful
SEC "Reserve" Items
Student
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Faculty
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Staff
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)
SEC
n/a
Not started
Revisit if necessary once "reserve collection" is configured to not circulate in Alma
Other Discoveries
4/28/20 tests and notes
SEC items can be loaned at SEC. Good. (See above "Loans of SEC GEN Items at SEC")
SEC items cannot be loaned a non-SEC locations without an override. This surprised Julie, but is fine. (Not documented above. Tested as an afterthought.)
SEC items can be returned at SEC. Good. (See above "Returns of SEC GEN Items at SEC")
SEC items can be returned at non-SEC locations. Good.
32044147090542
Returned at HKS
Received message to route item to SEC as expected
non-SEC items can be loaned at SEC. This scenario seems unlikely, but also not an issue.
Julie Petzold as a "student"
Widener item 32044151944428
Due date is as expected
non-SEC items can be returned at SEC. Good (for hold processing).
Local staff will have to be trained to not return non-SEC items for fear of triggering an SEC hold before it could be properly processed for the locker.