Post-Upgrade Checklist – Name___________ Date____________



Post-Upgrade Checklist – Name___________ Date____________Adult and Youth Department ListThe purpose of this checklist is to help you test features in Sierra and Encore after an upgrade. Testing thoroughly makes sure everything is working as expected.Browse ResultsPerform various keyword searches.Single keywordMultiple subject, title, and author keywordsExact titlesFacets validation. Try each facet individually and in combination: Availability, Tag, Search Found In, Format, Collection, Location, Language, Publish Date, Place.Confirm that records in the result set meet the facet criteria.Verify that the counts shown by the facet before you click it match the number of records in the results.Confirm appropriate display of electronic resources (hoopla/overdrive) - with and without a 'y'-tagged MARC 856 in a checkin/holdings record.Confirm appropriate display of bibliographic records including cover images.Add items to book cart.Can you log into My Account?Do patron records display properly in My Account? (Have several staff and patrons check their records via My Account. Confirm that elements display correctly, such as reading history, fines, holds, checked-out items, preferred searches, etc.)Can you place a hold?Can you request a group of items (if using batch requesting)?Can you renew an item?Cancel a holdCan you search for an item?Advanced Keyword Search (In addition to doing the search, click through to an individual record.)Title SearchAuthor SearchSubject SearchCall Number SearchOther IndexesCan you limit a search by scope?and retrieve the correct results set? Change scopes and execute the same search to confirm that the result set changes.Can you pay a fine or bill using Ecommerce?Are bibliographic and item display information and appearance correct?Can you export a record to email Is Spell Check?working? (To test, deliberately misspell a word and submit one of the suggested words as a search.)INN-ReachCan you perform an INN-Reach search through the link in Encore?Can you process INN-Reach requests?Book CartRequest each item individually.Request all items on the book cart using batch requesting (if enabled). Try with all, some, or none of the items being requestable.Save a book cart item into a list - new and existing lists.Save the entire book cart into a list - new and existing lists.Email a book cart item to single and multiple email addresses. Try both brief and full display.Email the entire book cart to single and multiple email addresses. Try both brief and full display.Remove items from book cart: from browse, record details, top of book cart buttons, and buttons on individual items in the book cart.View brief and full Display ofBib records - with and without MARC 962 and MARC 856 fields.Program records - with and without sections.Harvested records.Electronic resource records.Advanced SearchSearch with and without Boolean operations. For example, keyword = "global" compared with keyword = "global" and NOT keyword = "warming."Search with limits enabled, such as format and language.Edit the search query manually on the search results page. For example, create a multiple-term search and move the parentheses.Record DetailsLocation maps: try to find most locations for which you have a map page. Try any wildcarded locations.See enriched content in bibliographic records.See Novelist information in bibliographic records.Post-Upgrade Checklist – Name___________ Date____________The purpose of this checklist is to help you test features in Sierra and Encore after an upgrade. Testing thoroughly makes sure everything is working as expected.AcquisitionsCan you create an order record?Can you receive an order?Can you post the order?Can you get a fund report? Ftsmail it?Can you pay an invoice?Can you see vendors, funds, and their hierarchies?Can you successfully search vendors and funds?Quick Click?Post-Upgrade Checklist – Name___________ Date____________The purpose of this checklist is to help you test features in Sierra and Encore after an upgrade. Testing thoroughly makes sure everything is working as expected.CatalogingCan you create a bib record?Can you create an item record?Can you load data from OCLC?Can you load data through Data Exchange?Can you edit records?Can you delete records? Items and bib?Can you see location codes and fixed-length field codes and descriptions?Can you see a brief display of records and summary display of fields?Authority ControlCan you check a heading?Do all the headings reports display expected data?Is new data appearing in the headings reports?Did the URL checker run on the first of the month?Post-Upgrade Checklist – Name___________ Date____________The purpose of this checklist is to help you test features in Sierra and Encore after an upgrade. Testing thoroughly makes sure everything is working as expected.Circulation (Test first)Can you create a patron record?Can you check in an item?Can you check out an item?Can you place a hold?Can you renew an item?Can you collect fines?Can you print Hold pickup wrappers?Can you check out an item using SelfCheck?units?Can you view your account on the SelfCheck?Can you pay a fine on the SelfCheck?Do you see recommendation of other titles on the Selfcheck?Can you check in an item use the sorter?Can you back date using the sorter?Circulation (Test second)Can Sierra offline circulation transactions be uploaded and processed?Can you send email notices?Can you generate notices?Can you generate paging lists?Are notices being generated by Teleforms/Talking Tech?properly?Do Inn-Reach paging lists work?Circulation (Test third)Can you view outstanding holds? Is the display as expected?Can you view cancelled holds? Is the display as expected?Is the "Clear holdshelf and expired holds" function working as expected?Do Inn-Reach reports work?Post-Upgrade Checklist – Name___________ Date____________The purpose of this checklist is to help you test features in Sierra and Encore after an upgrade. Testing thoroughly makes sure everything is working as expected.SerialsCan you create a serials holdings record?Can you create a checkin card?Can you claim an issue?Can you check in an issue?Can you generate a routing slip?Post-Upgrade Checklist – Name___________ Date____________The purpose of this checklist is to help you test features in Sierra and Encore after an upgrade. Testing thoroughly makes sure everything is working as expected.Mobile App – Boopsie / CommunicoCan you search?Can you login?Can you place a hold?Can you renew?Mobile WorklistsCan you login?Can you download a list?Can you create a list?Can you upload a list?Post-Upgrade Checklist – Name___________ Date____________The purpose of this checklist is to help you test features in Sierra and Encore after an upgrade. Testing thoroughly makes sure everything is working as expected.StatisticsDo you see saved queries and saved results in Sierra Statistics (SDA)?Can you successfully run Sierra statistical reports (SDA)?Can you generate each of the Web Management reports successfully? Are all reports created and displayed properly?System AdministrationDoes a backup of your system complete successfully?WebPACBefore conducting WebPAC testing, refresh web applications. For more information, see?Refreshing Web Applications.Does Patron API?work properly?Are preferred searches notifications being generated by the system as expected?Encore ConfigurationEnable custom colorsLog in and go to?Encore Customization.Choose the?Colors?customization area.Enter colors by hex value.Enter colors using the color pickers.Save changes. They take effect the next time you reload an Encore page in your browser.Also try?Clear Color Customization?to revert your changes. Make a note first of any colors you want to keep.Enable?Javascript CustomizationLog in and go to?Encore Customization.Choose the?Javascript Customization?area.Select "Turn on custom changes."Enter your Javascript in the?Add Javascript?text field.Try inserting content into an empty div by ID: customTop, customBottom, and customSidebar.Click Save. Your script takes effect the next time you reload an Encore page in your browser.Also try?Clear Javascript Customization?to revert your changes. Make a copy of your Javascript first if you want to keep it.Admin AppCan you access the Sierra Admin App?Can you create a Sierra User?Can you edit a User?Can you delete a User?PuttyCan you access the Admin Corner?Is the system time/date correct?Does the System Status screen display the database correctly (current and deleted records, database and index sizes, etc.)?Can you access the Load Profile?menu and edit a Load Profile?DesktopCan you print to emailCan you edit system codes and parameters tables?Can you create a list of records?Patron Web ServicesAre Patron Web Services interacting with custom applications, third-party products, and/or vendors as expected? (Patron Web Services include Patron Update Web Service, Fines Payment Web Service, and My Account Web Service.)Check Overdrive and Hoopla ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download