Release 23.05 pilot library memo

Cataloging

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 →

• item date picker should work when adding item)  (see Jira KOHA-278 - Getting issue details... STATUS )

• 3AMK  OK: default values in holdings framework works

• 3AMK OK: Bibliographic framework test
• 3AMK OK: date picker/calendar comes automatically

Cataloging

Making a new holdings (previous version: 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 in holdings framework

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: duplicate a copy

Cataloging

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

• linking with parents and child record 

• child and parents can be found with title

• 3AMK OK: linking with current parents and child record
• 3AMK OK: found both with title 

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

Circulation (borrowing, returning)

Renewing an item

• one by one

• all loans

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Borrowing items with special status (e.g withdrawn, lost, in process, ordered etc.)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

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 (new feature in 20.11.  with Koha-Opac maybe)
  

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

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!

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)

Circulation (holds)

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

• Transport cost matrix

Circulation (renewing)

Automatic renewing

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 

FIKKA: ok. Some patron fields are visible that are not visible in production, but easy to hide afterwards (seems we had something worth fixing in production, as well.) /IH 16.5.

• 3AMK OK: Automatic fill of other names 
• 3AMK OK: Hold identifier automatically filled
• 3AMK OK: Automatic filling of card number

Customer information

Making address change in Finna: request comes to Koha for approval and is changed when approved.

Check that correct fields are included in the form, and that everything works! These have variations in different libraries (example on test-Finna)

Customer infomation

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.

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 OK: new customer: patron messaging preferences (tested with three customer types )

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)

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

Searching (patrons)

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

• scandinavian characters:

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.)

• with item barcode:

  • 3AMK OK

• with ISBN, ISMN, 028,  ISSN, standardnumber :

  • 3AMK OK: ISBN, ISMN, 028, ISSN
    

• with é, ä, ö, å:

  • 3AMK OK: all

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)

• print-slip

• print quick slip

• transferslip with/without reservation

• holdslip

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

• Label Maker

• Tuudo plugin

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

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

• 3AMK OK: changed item types for several items

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

CSS

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.
  
  Fikka: Seems that initials are not hidden from the borrower view. More precisely, this is not working:
  
  /* Piilota nimikirjaimet asiakastietonäytöltä */

  .initials {display:none;}
  
  It is not critical, though, but just a note. /IH 17.5.