Cataloging

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

• frameworks are working as they should (can be changed, default values are copied to new holdings)

• fields are shown as they used to be

• MARC bibliographic framework test, cgi-bin/koha/admin/checkmarc.pl →

• item date picker should work when adding item)  (see Jira KOHA-278 - Jira project doesn't exist or you don't have permission to view it.)
  

• field values can be highlighted with a mouse (Firefox / Chrome / Edge

• 3AMK: OK /27.10.
• 3AMK: OK/ 27.10.

• 3AMK: Firefox / Text highlighting is not working with a mouse for input fields in bibliographic and holdings templates / 13.11.2023 (23.11.882 beta) Johanna
  → fixed: 3AMK ok 22.11. (KK-Koha 23.11.892 preproduction) Johanna
  

Cataloging

Making a new holdings (previous version had sometimes 500 error)

• holdings templates (bibliographic frameworks) and fields are working as they should (previous version: couldn't change the tab in holdings framework)

• cgi-bin/koha/admin/biblio_framework.pl →

• 3AMK: OK, can change tabs /27.10.can't change holdings framework /reported 27.10
  →fixed: Fikka ok 9.11.
  
• Fikka: also creating new holdings has problems, reported 2.11. →fixed: Fikka ok 9.11.
  

Cataloging

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.

• 3AMK: ok otherwise but not able to test visibility in Finna / 7.11.

different statuses tested in test-finna 17.11./IH ->OK

Cataloging

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

• linking with parents and child record 

• child and parents can be found with title

Fikka ok / 15.11.

• 3AMK: Ok / 24.10.
• 3AMK: Ok /24.10.

In Finna test views, component parts are not always working as they do in production Finna. Problem is recognised, but the solution is not clear.
See, Slack discussion.
Important to test in production. 22.11. /jm

Cataloging

Merging records

• find duplicate bib records, try to merge them into one (SQL report (26) on test server)
  

• 3AMK & Koha-test: Not working, a) Causes Error 500.
  b) However, changes reference (destination) record, e.g. adds fiields one selects from the source record(s), but does not remove duplicate record. / 13.11.2023 (23.11.882 beta) JM

Circulation (borrowing)

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

• correct due dates

• print due date slips

• Fikka ok / 2.11.

• 3AMK: Ok/2.11.
• 3AMK: Ok/2.11.

Circulation (borrowing, returning)

Renewing an item

• one by one

• all loans

• Fikka ok (one by one & all loans) /2.11.
  

• 3AMK: tested in koha-kk-finna: renewing ok/17.11.

Circulation (borrowing, returning)

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)

• Fikka ok (SIP machines not tested) / 2.11.
  
• 3AMK: borrowing same way as previous versions , SIP machines not testedOK /3.11.

• 3AMK: returning same way as previous versions, SIP machines not tested Ok/3.11.

Circulation (holds)

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)

• canceling waiting hold in Finna (if possible)

• 3AMK: placing & editing & deleting & reverting ok. Multiple holds logic for one patron ok. Item-level holds logic ok. / 6.11.
  

• 3AMK: tested in koha-kk-finna:
• change pick-up place: some patron types can, others don't (should check more settings) /17.11.
• delete title-level hold: ok /17.11.

Circulation (holds)

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)

Circulation (holds)

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

• 3AMK: ok / 7.11.
• Fikka ok 15.11.

Circulation (holds)

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!

• Fikka ok /2.11.
• 3AMK ok /6.11.

Circulation (holds)

Special cases that might differ in libraries due to different service processes and settings, eg, in 3AMK, check this process:

• 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)

• 3AMK: ok / 7.11.
  

Circulation (holds)

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

• Transport cost matrix

• Fikka: Holds queue ok/2.11.
• 3AMK: Holds queue ok/2.11.

Circulation (holds)

See that the fee of hold that is not picked up appears correctly.

• Fikka: not working, reported 6.11. → Works ok now/ 14.11.
  

Circulation (renewing)

Automatic renewing

(never done in Fikka / not tested)

• 3AMK OK/1.11.

Circulation (renewing)

Renewing in Finna

Ok in test-finna/IH 17.11.

Customer information

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 

• 3AMK: Ok /30.10.
• 3AMK: Ok /30.10.
• 3AMK: Ok/30.10.
• Fikka: all OK/30.10.

Customer information

• 3AMK: ok (test in Koha-kk-Finna )/7.11
  Ok In test-koha 16.11./IH
  

Customer information

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.

• 3AMK: e-mail ok (test in Koha-kk-Finna)/7.11.
• Ok in test-finna/IH17.11.

Customer information

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)

• 3AMK: messaging preferences same with old and new,added patrons OK /3.11.
  Fikka ok (tested only in Koha) 15.11.

Changing preferences through test-finna OK /IH 17.11.

Customer information (login in Finna)

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)

• needs new PIN-code (has forgotten it)
• lost card
• gone no address

Ok in test-finna/IH 17.11.

Customer information

Accounting (Money-related) issues are extremely important

• overdue charges accumulating correctly

• fines and fees showing correctly

• adding payment manually

• buttons and functions: Pay amount, Pay selected, Write off all, Write off selected

  • if unwanted buttons re-appear, check your IntranetUserCSS

• - Fikka:OK/2.11. -3AMK: Ok /3.11.
• Fikka Ok/2.11.

• 3AMK:Ok/30.10. - Fikka ok/30.10.
• 3AMK: Ok with one test case/30.10. - Fikka ok/30.10.

Searching (patrons)

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

• 3AMK: works as before. Mäkinen finds Mäkinen, but so does Makinen / 7.11.

Searching (bibliographic data and items)

• 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.)

• 3AMK:Ok /24.10
• 3AMK: Ok /24.10
• 3AMK: Ok /24.10

Slips/prints

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)

• Fikka: ok/2.11. -3AMK: ok/9.11.
  
• Fikka:ok/2.11. -3AMK: ok/9.11.

• Fikka:not tested(no need for that)  -3AMK: ok/9.11.
• Fikka: ok/2.11. -3AMK: was ok prior 9.11. - 3AMK: works 22.11./JM

Plugins

Make sure necessary plugins are installed/updated and enabled, e.g. Finna plugin, Tuudo plugin, Label Maker plugin

• test processes related to plugins, e.g. for spine labels 3-letters printing 

• /cgi-bin/koha/plugins/plugins-home.pl

• 3AMK: label maker plugin ok/9.11.

Tools

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

• 3AMK: tested call number change Ok/30.10.
  
  
• Fikka: tested batch item modification: loc, notice and price → works OK

Reports

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

• 3AMK: looks to be ok. / 7.11.

CSS

Prefence: IntranetUserCSS

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

• 3AMK: ok / 7.11.

Acquisitions

(different things tested)

Has been tested in test-fikka at an early stage of piloting/IH