Last time (installation 22.05) AFTER INSTALLATION we found just three issues (Slack):
- Finna's "purge checkout history", which already Fixed (thanks Ere!)
- Melinda updates won't pass through, but that required for another our Melinda's Koha plugin to be updated, this also done
- Records after adding (biblios) wasn't indexed by ElasticSearch.
CURRENT 23.05 RELEASE:
dates, plans, steps and progress in JIRA:
PLEASE! Use Slack channel:
for most issues and their life cycle support talks and get back there with notes, which you think should be noted.
Table of contents:
Something working differently as before?
Something new added?
How to and what to test to be sure that your Koha works properly
When testing, it is important to check the result of any action in Koha and in Finna views (also Finna.fi).
Some functions may seem like they work fine, but it is a good practice to verify the situation from the staff view and patron's point of view.
Check all functions related to nightly cronjobs
Autorenewals
Fines
Holds expiring
Hold expire charges
Other resources:
Also have a look at release notes from the Koha community, e.g.https://koha-community.org/koha-community-newsletter-april-2023/
ByWater Solutions pages are a good source to find explanations to some newer and older functions: https://bywatersolutions.com/education; e.g. previous version: https://bywatersolutions.com/education/koha-22-11-upgrade-notes
Test plan notes by 3AMK, regarding test server
Function/process to test
| Koha | Finna | |
---|---|---|---|
Cataloging | Create a new bibliographic record, if you do those in your Koha
| ||
Cataloging | Making a new holdings (previous version: 500 error)
| ||
Cataloging | Adding and editing an item
| ||
Cataloging | Component parts, e.g. music (parent and child records)
| ||
Circulation (borrowing) | Borrow items with different item types to different patron categories (regular, staff, students, ILL, special groups etc.)
| ||
Circulation (borrowing, returning) | Renewing an item
| ||
Circulation (borrowing, returning) | Borrowing items with special status (e.g withdrawn, lost, in process, ordered etc.)
| ||
Circulation (holds) | Placing a request and editing it
| ||
Circulation (holds) | Borrowing with SIP machines, before the request is processed
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Circulation (holds) | Holds in transfer
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Circulation (holds) | Holds available for pick up
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Circulation (holds) | Special cases that might differ in libraries due to different service processes and settings, eg, in 3AMK, check this process:
| ||
Circulation (holds) | Check that new holds appear on Holds queue (Varausjono) & Holds to pull (Hyllyvaraukset) -reports
| ||
Circulation (renewing) | Automatic renewing | ||
Customer information | Adding a patron
| ||
Customer information | Making address change in Finna: request comes to Koha for approval and is changed when approved. | ||
Customer infomation | Making changes in Finna regarding (patron can do this without library approval)
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Customer information | Patron messaging preferences
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Customer information (login in Finna) | Test ability to login and operating in Finna as a patron, who
| ||
Customer information | Accounting (Money-related) issues are extremely important
| ||
Searching (patrons) |
|
| |
Searching (bibliographic data and items) |
|
| |
Slips/prints | Patron slips
Returning slips
|
| |
Plugins | Make sure necessary plugins are installed/updated and enabled, e.g. Finna plugin, Tuudo plugin, Label Maker plugin
|
| |
Tools | Batch item modification
|
| |
Reports | Testing your often used reports (daily, weekly, montly reports)
| ||
CSS | Prefence: IntranetUserCSS
|
|
Things that can’t be tested beforehand
Tuudo app: making a new card, renewals
self-service machines: item in transit, item in transit with a hold, items with “special” status (e.g. withdrawn etc.)
expire reserve charge
overduecharges (can be tested, but the truth reveals itself in production)
messages which are possilbly not delivered (bounce messages)
Melinda replication
Things that should be saved from old version before update?
Just in case? Not sure?
own holdings frameworks
3AMK