Create a new bibliographic record, if you do those in your Koha

• frameworks are working as they should
• fields are shown as they used to be
• MARC bibliographic framework test, cgi-bin/koha/admin/checkmarc.pl →

Making a new holdings

• holdings templates (bibliographic frameworks) and fields are working as they should 
• cgi-bin/koha/admin/biblio_framework.pl →

Error message when trying to add holdings
999e is missing, unable to link to holdings.holding_id || JM 12.5.

Solution: Needed Andrii to fix the Perl code.

Adding and editing an item

• editing via Action button: Duplicate a copy
• add multiple copies using Add & duplicate, Add multiple copies of this item
• change item's Not for loan -status eg. from Ordered to In Process etc. Check that status changes correctly in Finna too.

Tag 952w has to be linked manually to dateaccessioned.pl

Fixed. More permanent solution is already on its way, so that in the future no need to add manually.

• ok
• ok
• not tested yet properly.
  Created items with status 'Ordered'
  Copies to Reference collection are shown as In process (should show as Ordered) in test-Finna. This logic is present in Koha 21.11. But how to make status show as it is in Koha? example: https://kohatesti.finna-pre.fi/kvkoha1/Record/kvkoha.36?lng=en-gb

Component parts, e.g. music (parent and child records)

• linking with parents and child record 
• child and parents can be found with title

Components tab missing from parent record /Slack 13.5.22 -fixed

• linking: ok between child and parent, and parent-child
• ok, fixed  /Slack 13.5.22

Ok in Finna (was missing 13.5.)

Borrow items with different item types to different patron categories (regular, staff, students, ILL, special groups etc.)

• correct due dates
• print due date slips

Renewing an item

• one by one
• all loans

Borrowing items with special status (e.g withdrawn, lost, in process, ordered etc.)

• borrowing
• renewing
• returning (popup windows on staff Koha, behaviour with SIP machines)

Placing a request and editing it

• change pick-up place for title-level holds
• delete title-level hold
• make hold for title where some of items are “in order”-status
• revert a hold and print a new slip
• place multiple item-level and title-level holds for same patron (check that functions and blocks according to your processes)

• Can't place a request in Finna, button is missing. Fixed,
• Can't edit a request which was placed in Koha || JM 11.5.
• Both fixed and should be okay when Finna next release on Tue 24.5.
• Cancelling hold in Finna ok 13.5. HJ
  

Borrowing with SIP machines, before the request is processed

• another patron should be able to borrow
• does the request trap correctly when some item (from same bib) is returned
• can item be renewed before trapping (if enough copies available on shelf)

Holds in transfer

• cancel request while in transit (status should remain in transit)
• check popup messages when returning in staff desk
• check behaviour carefully, so that no old bug is reappearing, like: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=28520

Holds available for pick up

• try to borrow item for someone else
• cancel request (from patron page and from holds page). See that no fees are calculated either way!

• all items are available, place a request
• request is trapped in different branch from pickup location
• cancel the request while in transit
• record the behaviour when item arrives to original pickup location (popup messages, statuses in Koha and in Finna)

Check that new holds appear on Holds queue (Varausjono) & Holds to pull (Hyllyvaraukset) -reports

• Transport cost matrix

Adding a patron

• automatic fill of other names (surname, lastname)
• hold identifier automatically filled by name or by other means
• automatic filling of card number
  • check IntranetUserJS if some/none is not working, help from: https://tiketti.koha-suomi.fi/projects/koha-suomen-dokumentaatio/wiki/IntranetUserJS 

Everything ok. Automatic fill ok when JS code added to IntranetUserJS

• not working initially. Reported on Slack 17.5. JM
  Fixed 18.5.
  
  

Making changes in Finna regarding (patron can do this without library approval)

• SMS number (Koha's Primary phone) NB! Not used in 3AMK.
• email address change in Finna: is changed successfully when patron clicks Save Patron information in Finna.

• ok (Primary phone)
• ok (Primary email)

• ok (SMS Number)
• ok (Email)

Patron messaging preferences

• check in Koha that there are no suprises with settings, for different patron groups
• check that they work in Finna (if you have allowed patrons to modify them)
• test latest messaging settings and slips: eg. Autorenewal, Hold reminder (if you are using those)

• ok, can be changed via test-Finna /19.5.

Test ability to login and operating in Finna as a patron, who

• has more fines than Overdue fines cap (amount), like 15 euros etc.
• has material onloan with Lost -statuses
• is debarred
• account is expired
• wants to change his/her PIN code (password)

• changing PIN in Finna - ok

Accounting (Money-related) issues are extremely important

• overdue charges accumulating correctly
• fines and fees showing correctly
• buttons and functions: Pay amount, Pay selected, Write off all, Write off selected
  • if unwanted buttons re-appear, check your IntranetUserCSS

• accumulating ok
• shows ok
• adding payment manually ok
• paying ok

• accumulating ok
• fines and fees show ok

• search patrons with special characters (ä, å, é etc.)

• ok: scandinavian characters

• search with item barcode
• search with ISBN and ISSN, other standard numbers if you are using them
• search with special characters (ä, å, é etc.)

• ok
• ok with ISBN, ISMN, 028,  ISSN
• ok with é, ä

Patron slips

• issueslip (Patron -print slip -tulosta kuitti)
• issueqslip (Patron-print quick slip -tulosta tänään lainatut)

Returning slips

• transferslip (Returning item - transfer to other library)
• holdslip (varauskuitti)

• ok
• ok

• ok
• ok

• test processes related to plugins, e.g. for spine labels 3-letters printing 
• /cgi-bin/koha/plugins/plugins-home.pl

• Label Maker, newest version 1.1.0 released 2 May 2022. Install it, when in production. Copy templates and layouts if needed.
  https://github.com/bywatersolutions/koha-plugin-label-maker/releases
  • Notice! 0.0.7 and newer plugins creates an extra, empty label.
    E.g. in your batch there is 2 or more labels, printing creates 3 labels (last one is empty). Not good, so have to be investigated, why this happens. There is no such problem with 0.0.6 (3AMK). Same template and layouts are used in both versions. Maybe template/layout code needs tweaking?
• Tuudo plugin, initial test by Tuudo on 19.5.: linking existing card to Tuudo and creating new patron work fine.
  • Johanna did in Koha: Checked out a book (due date 19.5.) and made a request for two books (other on hold for pickup, or in queue).
  • Confirmation from Tuudo tomorrow. They are monitoring the situation on Monday anyways.

Batch item modification

• change items full call number, or something similar
  
• remove batch of biblios
• is job queued and operated as it should, logs afterwards, any error messages

• ok: changed full call number for several item barcodes. Background job finished.

Testing your often used reports (daily, weekly, montly reports)

• document changes
• report error messages
• be prepared to edit your reports if database structure has changed

Prefence: IntranetUserCSS

• see that all CSS-changes you made are still working (e.g. suppressed/hidden fields in intranet) 

• Necessary "must" CSS code added to test server, and those work. These are library-specific, so we can't pre-test all.