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Brief description of project

SEC New Library Checklist

Modified Workflow for Countway Lockers: See Word Doc in Teams for most up to date information.

4/30/20 Updates:

  • Sandbox gets reset in August, Sandbox config can probably put into production before then

5/14/20 Updates:

  • Julie Petzold bring in Mike and Emily for testing
  • Julie Petzold add note to Privileges wiki to revisit SB and Harvard Direct policy

Testing

 Initial Testing
ScenarioUser RoleOwning LibraryPick-Up LocationDesired OutcomeResultStatusNote
Requests to SEC










Faculty (Student and Staff)Widener: 32044074181603SEC
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days
    1. 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

  1. Request submitted
    1. When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
  2. Received "Requested Item Available" notice for:
    1. 32044074181603
    2. 32044140673617
    3. 32044118482694
    4. Retested and did not receive notice for:
      1. 32044111673190
  3. Resource Request Slip "printed" successfully for all tests
  4. Expiration date of  is correctSEC locker configuration check that it comes off the hold shelf
    1. 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
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days
    1. 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

  1. Request submitted
    1. When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
  2. Received "Requested Item Available" notice for:
    1. 32044074181603
    2. 32044140673617
    3. 32044118482694
    4. Retested and did not receive notice for:
      1. 32044111673190
  3. Resource Request Slip "printed" successfully for all tests
  4. Expiration date of  is correctSEC locker configuration check that it comes off the hold shelf
    1. 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
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days
    1. 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

  1. Request submitted
    1. When returned at HKS or GUT, received the appropriate routing note with "Item is requested" language
  2. Received "Requested Item Available" notice for:
    1. 32044074181603
    2. 32044140673617
    3. 32044118482694
    4. Retested and did not receive notice for:
      1. 32044111673190
  3. Resource Request Slip "printed" successfully for all tests
  4. Expiration date of  is correctSEC locker configuration check that it comes off the hold shelf
    1. 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: 32044074181603SECUser 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 SECUser 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
SECUser 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 ResearcherWidener: 32044074181603SECUser 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 ResearcherYenching: 32044140673617 SECUser 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 ResearcherGutman: 32044118482694 SECUser 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 GuestWidener: 32044074181603SECUser 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 GuestYenching: 32044140673617 SECUser 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 GuestGutman: 32044118482694 SECUser 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)SECanyItem 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
Special Borrower (e.g. Alum)SECanyItem 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 ResearcherSECanyItem 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 GuestSECanyItem 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

StudentSECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 9/10/20)Completed successfully
FacultySECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 9/10/20)Completed successfully
StaffSECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 9/10/20)Completed successfully
Special Borrower (e.g. Alum)SECn/aItem is loanable according to item policy and user groupOkay (loaned 4/27/20, due 5/26/20)Completed successfully
Visiting ResearcherSECn/aItem is loanable according to item policy and user groupThis item can only be loaned from reading room deskCompleted successfully
Library GuestSECn/aItem is loanable according to item policy and user groupThis item can only be loaned from reading room deskCompleted successfully

Returns of SEC GEN Items at SEC

GEN: 32044147090542

StudentSECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully
FacultySECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully
StaffSECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully
Special Borrower (e.g. Alum)SECn/aItem is returned and becomes "on shelf" at SECOkay (reshelve to GEN)Completed successfully
Visiting ResearcherSECn/aItem is returned and becomes "on shelf" at SECn/aCompleted successfully
Library GuestSECn/aItem is returned and becomes "on shelf" at SECn/aCompleted successfully
SEC "Reserve" ItemsStudentSECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
FacultySECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
StaffSECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)SEC n/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma


 April 2021 Testing
 Emily
ScenarioUser RoleOwning LibraryPick-Up LocationDesired OutcomeResultStatusNote
Requests to SEC










Faculty (Student and Staff)Widener: SEC
  1. User can submit a request
  2. User does not receive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
    1. 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 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: SEC
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
    1. 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 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:

SEC
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
    1. 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 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

Special Borrower (e.g. Alum)Widener: SECUser 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
Special Borrower (e.g. Alum)Yenching: SECUser 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
Special Borrower (e.g. Alum)Gutman:
SECUser 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 ResearcherWidener: SECUser 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 ResearcherYenching: SECUser 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 ResearcherGutman:  SECUser 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 GuestWidener: SECUser 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 GuestYenching: SECUser 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 GuestGutman:  SECUser 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)SECanyItem 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)SECanyItem 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
Visiting ResearcherSECanyItem is not requestable




Library GuestSECanyItem is not requestable


Loans of SEC GEN Items at SEC

GEN:

StudentSECn/aItem is loanable according to item policy and user group


FacultySECn/aItem is loanable according to item policy and user group


StaffSECn/aItem is loanable according to item policy and user group


Special Borrower (e.g. Alum)SECn/aItem is loanable according to item policy and user group


Visiting ResearcherSECn/aItem is loanable according to item policy and user group


Library GuestSECn/aItem is loanable according to item policy and user group


Returns of SEC GEN Items at SEC

GEN:

StudentSECn/aItem is returned and becomes "on shelf" at SEC


FacultySECn/aItem is returned and becomes "on shelf" at SEC


StaffSECn/aItem is returned and becomes "on shelf" at SEC


Special Borrower (e.g. Alum)SECn/aItem is returned and becomes "on shelf" at SEC


Visiting ResearcherSECn/aItem is returned and becomes "on shelf" at SECn/a

Library GuestSECn/aItem is returned and becomes "on shelf" at SECn/a

SEC "Reserve" ItemsStudentSECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
FacultySECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
StaffSECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)SEC n/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
 Mike
ScenarioUser RoleOwning LibraryPick-Up LocationDesired OutcomeResultStatusNote
Requests to SEC










Faculty

Widener:

32044136095544 

SEC
  1. User can submit a request
  2. User does not receive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
    1. 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 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
Student

Yenching: 

32044067754291

SEC
  1. User can submit a request
  2. User does not receive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
    1. 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 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

Staff

Gutman:

32044107821589

SEC
  1. User can submit a request
  2. User does not recive a notice with the item is "Returned" at SEC
  3. Hold slip "prints" when the item is received at SEC
  4. Item remains on Alma Hold shelf for 7 open-Alma days (hold expiration date)
    1. 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 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

SECUser cannot submit a request to SECnot allowed
  •  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

SECUser cannot submit a request to SECnot allowed
  •  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

SECUser cannot submit a request to SECnot allowed
  •  Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher

Widener: 

32044144733102

SECUser cannot submit a request to SECnot allowed
  •  Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher

Yenching: 

32044071771604

SECUser cannot submit a request to SECnot allowed
  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Visiting Researcher

Gutman: 

32044118400647

SECUser cannot submit a request to SECnot allowed
  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest

Widener: 

32044144733102

SECUser cannot submit a request to SECnot allowed
  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest

Yenching: 

32044071771604

SECUser cannot submit a request to SECnot allowed
  • Tester: If picking a random person, make their email your email so you can see what notifications are generated
Library Guest

Gutman: 

32044118400647

SECUser cannot submit a request to SECnot allowed
  • 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)SECanyItem is not requestablenot allowed for faculty, staff or student
  •  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)SECanyItem is not requestablenot allowed
  •  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 ResearcherSECanyItem is not requestable

not allowed



Library GuestSECanyItem is not requestablenot allowed

Loans of SEC GEN Items at SEC

GEN: 32044100353580

StudentSECn/aItem is loanable according to item policy and user group


FacultySECn/aItem is loanable according to item policy and user group


StaffSECn/aItem is loanable according to item policy and user group


Special Borrower (e.g. Alum)SECn/aItem is loanable according to item policy and user group


Visiting ResearcherSECn/aItem is loanable according to item policy and user group


Library GuestSECn/aItem is loanable according to item policy and user group


Returns of SEC GEN Items at SEC

GEN:

StudentSECn/aItem is returned and becomes "on shelf" at SEC


FacultySECn/aItem is returned and becomes "on shelf" at SEC


StaffSECn/aItem is returned and becomes "on shelf" at SEC


Special Borrower (e.g. Alum)SECn/aItem is returned and becomes "on shelf" at SEC


Visiting ResearcherSECn/aItem is returned and becomes "on shelf" at SECn/a

Library GuestSECn/aItem is returned and becomes "on shelf" at SECn/a

SEC "Reserve" ItemsStudentSECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
FacultySECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
StaffSECn/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma
Special Borrower (e.g. Alum)SEC n/a

Not startedRevisit if necessary once "reserve collection" is configured to not circulate in Alma


Other Discoveries

4/28 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.

Communication plan

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