- Created by Julie Petzold, last modified by ebouffard on May 12, 2021
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 41 Next »
FUWG Project Name:
Page content contributors:
Contents:
Brief description of project
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
Scenario | User Role | Owning Library | Pick-Up Location | Desired Outcome | Result | Status | Note |
---|---|---|---|---|---|---|---|
Requests to SEC | Faculty (Student and Staff) | Widener: 32044074181603 | SEC |
| 4/28 test
| In testing |
|
Faculty (Student and Staff) | Yenching: 32044140673617 | SEC |
| 4/28 test
| In testing |
| |
Faculty (Student and Staff) | Gutman: 32044118482694 | SEC |
| 4/28 test
| In testing |
| |
Special Borrower (e.g. Alum) | Widener: 32044074181603 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Special Borrower (e.g. Alum) | Yenching: 32044140673617 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Special Borrower (e.g. Alum) | Gutman: 32044118482694 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Visiting Researcher | Widener: 32044074181603 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Visiting Researcher | Yenching: 32044140673617 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Visiting Researcher | Gutman: 32044118482694 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Library Guest | Widener: 32044074181603 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Library Guest | Yenching: 32044140673617 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Library Guest | Gutman: 32044118482694 | SEC | User cannot submit a request to SEC | 4/28 test
| Completed successfully |
| |
Requests for SEC Items GEN: 32044147090542 RES: 32044005735204 | Faculty (Student and Staff) | SEC | any | Item is not requestable | 4/28 test
| Completed successfully |
|
Special Borrower (e.g. Alum) | SEC | any | Item is not requestable | 4/28 test
| Completed successfully |
| |
Visiting Researcher | SEC | any | Item is not requestable | 4/27 test
| Completed successfully | ||
Library Guest | SEC | any | Item is not requestable | 4/27 test
| 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 | 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 | 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 |
Scenario | User Role | Owning Library | Pick-Up Location | Desired Outcome | Result | Status | Note |
---|---|---|---|---|---|---|---|
Requests to SEC | Faculty (Student and Staff) | Widener: 32044143599033 | SEC |
| 4/28/21 Test
5/12 Test with printer set to Emily Bouffard 3. Slip printed (email received) 5. Item is loanable | Needs more testing |
|
Faculty (Student and Staff) | Yenching: 32044140673617 | SEC |
|
5/12 Test with printer set to Emily Bouffard 3. Slip printed (email received) 5. Item is loanable | Needs more testing |
| |
Faculty (Student and Staff) | Gutman: 32044118482694 | SEC |
|
5/12 Test with printer set to Emily Bouffard 3. Slip printed (email received) 5. Item is loanable | Needs more testing |
| |
Special Borrower (e.g. Alum) | Widener: 32044143599033 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Special Borrower (e.g. Alum) | Yenching: 32044140673617 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Special Borrower (e.g. Alum) | Gutman: 32044118482694 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Visiting Researcher | Widener: 32044143599033 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Visiting Researcher | Yenching: 32044140673617 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Visiting Researcher | Gutman: 32044118482694 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Library Guest | Widener: 32044143599033 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Library Guest | Yenching: 32044140673617 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Library Guest | Gutman: 32044118482694 | SEC | User cannot submit a request to SEC | Not allowed |
| ||
Requests for SEC Items GEN: 32044100353580 RES: 32044143853885 | Faculty (Student and Staff) | SEC | any | Item is not requestable | Not requestable |
| |
Special Borrower (e.g. Alum) | SEC | any | Item is not requestable | Not requestable |
| ||
Visiting Researcher | SEC | any | Item is not requestable | Not requestable | |||
Library Guest | SEC | any | Item is not requestable | Not requestable | |||
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)
| ||
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)
| |||
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)
| |||
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)
| |||
Visiting Researcher | SEC | n/a | Item is loanable according to item policy and user group | Item is only loanable to reading room desk | |||
Library Guest | SEC | n/a | Item is loanable according to item policy and user group | Item is only loanable to reading room desk | |||
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" | ||
Faculty | SEC | n/a | Item is returned and becomes "on shelf" at SEC | Item returned; "on shelf" | |||
Staff | SEC | n/a | Item is returned and becomes "on shelf" at SEC | Item returned; "on shelf" | |||
Special Borrower (e.g. Alum) | SEC | n/a | Item is returned and becomes "on shelf" at SEC | Item returned; "on shelf" | |||
Visiting Researcher | SEC | n/a | Item is returned and becomes "on shelf" at SEC | n/a | |||
Library Guest | SEC | n/a | Item is returned and becomes "on shelf" at SEC | n/a | |||
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 |
Scenario | User Role | Owning Library | Pick-Up Location | Desired Outcome | Result | Status | Note |
---|---|---|---|---|---|---|---|
Requests to SEC | Faculty | Widener: 32044136095544 | SEC |
|
5/11 retest 3. "Printed" 5. Yes 5/12 Test |
| |
Student | Yenching: 32044067754291 | SEC |
|
5/11 retest 3. "Printed" 5. Yes |
| ||
Staff | Gutman: 32044107821589 | SEC |
|
5/11 retest 3. "Printed" 5. Yes |
| ||
Special Borrower (e.g. Alum) | Widener: 32044144733102 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Special Borrower (e.g. Alum) | Yenching: 32044071771604 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Special Borrower (e.g. Alum) | Gutman: 32044118400647 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Visiting Researcher | Widener: 32044144733102 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Visiting Researcher | Yenching: 32044071771604 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Visiting Researcher | Gutman: 32044118400647 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Library Guest | Widener: 32044144733102 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Library Guest | Yenching: 32044071771604 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Library Guest | Gutman: 32044118400647 | SEC | User cannot submit a request to SEC | not allowed |
| ||
Requests for SEC Items GEN: 32044100353580 RES: 32044143853885 | Faculty (Student and Staff) | SEC | any | Item is not requestable | not allowed for faculty, staff or student 5/11 retest
|
| |
Special Borrower (e.g. Alum) | SEC | any | Item is not requestable | not allowed 5/11 retest
|
| ||
Visiting Researcher | SEC | any | Item is not requestable | not allowed 5/11 retest
| |||
Library Guest | SEC | any | Item is not requestable | not allowed 5/11 retest
| |||
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
| ||
Faculty | SEC | n/a | Item is loanable according to item policy and user group | Due date is same as date loaned 5/11 retest
| |||
Staff | SEC | n/a | Item is loanable according to item policy and user group | Due date is same as date loaned 5/11 retest
| |||
Special Borrower (e.g. Alum) | SEC | n/a | Item is loanable according to item policy and user group | 28-day loan | |||
Visiting Researcher | SEC | n/a | Item is loanable according to item policy and user group | not allowed | |||
Library Guest | SEC | n/a | Item is loanable according to item policy and user group | not allowed | |||
Returns of SEC GEN Items at SEC GEN: 32044100353580 | Student | SEC | n/a | Item is returned and becomes "on shelf" at SEC | worked | ||
Faculty | SEC | n/a | Item is returned and becomes "on shelf" at SEC | worked | |||
Staff | SEC | n/a | Item is returned and becomes "on shelf" at SEC | worked | |||
Special Borrower (e.g. Alum) | SEC | n/a | Item is returned and becomes "on shelf" at SEC | worked | |||
Visiting Researcher | SEC | n/a | Item is returned and becomes "on shelf" at SEC | n/a | |||
Library Guest | SEC | n/a | Item is returned and becomes "on shelf" at SEC | n/a | |||
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 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
- 32044147090542
- 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
- No labels