Importing MARC Orders UAT
User acceptance testing will run from Weds 1 March 2023 through Fri 10 March 2023


Objective: Confirm available functionality meets expectations for creating pending or open orders from data imported via MARC Bibliographic records.

This testing should take no more than 90 minutes to complete.

Functionality to Test:
1. Create orders via import
2. Creating pending and open orders
3. Creating orders with and without creating associated Inventory records
4. Overriding the default POL limit to be larger or smaller
5. Reviewing the logs after orders are created

Instructions:
1. Go to https://folio-dev-folijet-diku.ci.folio.org/ 
2. Login with username: diku_admin and password: admin
3. Go to Users, and create a user for yourself or use an existing one that you have created (you should be e-mailed a link to set your password, or copy the link so that you can reset your password)
4. Assign yourself the permission set Order Import
5. Log off from diku_admin, and re-logon as yourself
6. Use your logon for the rest of the testing

Known issues:
1. If 028 has $a and $b, the subfield data may create separate product identifiers instead of one. This is being fixed.
2. Problems when trying to set Receipt status/Payment status to Not required. This is being fixed
3. Vendor/Material supplier/Access provider fields can accept a mapped MARC value or a default value, but not both. This is being fixed, so that it could accept a cascade, e.g. 910$a; else "GOBI Library Solutions"
4. Links between POLs and Inventory records may not be showing in the UAT environment, but is working properly on Snapshot. Folijet is reviewing

Questions during testing: E-mail or Slack Ann-Marie Breaux (abreaux@ebsco.com)

If comments about specific profiles or jobs, please include the name or link for the profile, MARC file, and/or job.

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View and edit the Data Import settings:

Create new field mapping, action, and job profiles that you might want to use for Order creation. When possible, use mappings that reflect data that you are currently receiving from vendors. 

NOTE: 
For PENDING orders, the job profile should only include the "Create order" action
For OPEN orders, the job profile should begin with the "Create order" action, and then any other "Create or Match/Update" Inventory record actions that you want to include

Questions
How was your experience? 
Are the results what you expected?
Note any questions or observations.
Import a MARC Bib file to create Pending or Open orders, but NO inventory records.

Questions
How was your experience? 
Are the results what you expected?
Note any questions or observations.
Import a MARC file to create Orders and Instances (optional: also create Holdings, and possibly Items)

Once created, confirm that the Inventory records are linked to the corresponding orders.

Questions
How was your experience? 
Are the results what you expected?
Note any questions or observations.
Check the log for imported orders (successes):
1. Review the log summary
2. Click on the title and review the Orders tab
3. Click on the "Created" hotlink in the Orders column and review the POL/PO

Questions
How was your experience? 
Are the results what you expected?
Note any questions or observations.
Check the log for imported orders (errors):

Questions
Can you find the error messages?
Can you understand the error messages?
If there was a problem with your field mapping profile, were you able to adjust the profile, re-import, and resolve the error?
How was your experience? 
Are the results what you expected?
Note any questions or observations.
If your library uses a different value for the number of POLs on a PO when created via Import versus the default value:

Set a different value in the "Override purchase order lines limit setting" in the Field mapping profile. Then import a file.

Questions
How was your experience? 
Are the results what you expected?
Note any questions or observations.
Do any exploratory testing of this feature not already covered in the above tasks

Questions
What did you do? 
How was your experience? 
Are the results what you expected?
Note any questions or observations.
Does this new functionality meet your expectations?
Clear selection
What is the most helpful part of the new functionality?
What could be improved within the current functionality?
When Order functionality is expanded, what would be the next most helpful enhancement?
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