====== GPLS/PINES Evergreen Test Cases ======

Based on the work from [[qa:eg_test_cases|this page]], GPLS/PINES staff have been working up test cases for versions 1.4.0.7 and 1.6.1.7 of Evergreen, with plans to add and adapt.  This will begin as a dumping ground for what we have so far, and we will clean up and better organize these as we go.  We're also considering adapting something like [[https://litmus.mozilla.org/|Mozilla's Litmus]] for this, but for now we're just creating content.

===== Staff Client Login =====

^ ID ^ Test ^ Instructions ^ Expected Behavior ^
| SCL-002 | Login | Start the staff client program and enter your username and password. Click the Login button. | Staff client accepts credentials and either prompts for workstation registration (if unconfigured) or opens the main staff client window. |
| SCL-003 | Register Workstation | Set up your staff client to use the Profile Manager (see http://pines.georgialibraries.org/pines/creating-evergreen-workstation-profiles for directions).  Create a new profile and register a new workstation. | Workstation is registered and allows login. |
| SCL-004 | Open New Window | In the Startup and Shutdown window, click Open New Window. | A new Staff Client window is opened. If not logged in first, a prompt will appear instructing you to log in first. |
| SCL-005 | About this client... | In the Startup and Shutdown window, click About this client... | A window opens with version information about the Staff Client, information about Evergreen, and the text of the GNU GPL v.2. |
| SCL-006 | Locale Switcher | In the Startup and Shutdown window, select a locale in the dropdown and click the Apply Locale Button | The selected locale's labels should replace the default en-US labels (where internationalization [i18n] has been developed/maintained). |
| SCL-007 | Standalone Interface | In the Startup and Shutdown window, select Standalone Interface. | The standalone (offline) interface comes up. |
| SCL-008 | Export Transactions | In the Startup and Shutdown window, select Export Transactions. | A Save Transaction File As dialog comes up. |
| SCL-009 | Import Transactions | In the Startup and Shutdown window, select Import Transactions. | An Import Transaction File dialog comes up. |

===== Staff Client Menus =====
^ ID ^ Test ^ Instructions ^ Expected Behavior ^
| SCM-001 | File -> New Window | Select New Window from the File menu to open a new window.  Type Ctrl-N to do the same. | New Staff Client window is opened. |
| SCM-002 | File -> New Tab | Select New Tab from the File menu to open a new tab.  Type Ctrl-T to do the same. | New tab is opened. |
| SCM-003 | File -> Close Tab | Open two new tabs.  Select Close Tab from the File menu to close an open tab.  Type Ctrl-W to do the same. | The tab in focus is closed. |
| SCM-004 | File -> Close All Tabs | Open several new tabs.  Select Close All Tabs from the File menu to close all tabs.  Open several new tabs again and type Ctrl-Shift-W to close all tabs. | All tabs are closed and remaining tab returns to start screen. |
| SCM-005 | File -> Close Window | Select Close Window from the File menu to close the staff client window.  Click Open New Window in the Startup and Shutdown window, then type Ctrl-Q to close the newly opened window. | Staff Client window is closed. |
| SCM-006 | File -> Quit Program | Select Quit Program from the File menu.  Answer OK to the "Exit Evergreen Completely?" alert window. | Evergreen Staff Client exits. |
| SCM-007 | Edit -> Copy Buckets | Select Copy Buckets from the Edit menu. | The copy buckets interface comes up. |
| SCM-008 | Edit -> Volume Buckets | Select Volume Buckets from the Edit menu. | The message "Just a stub, Not Yet Implemented" is shown. |
| SCM-009 | Edit -> Record Buckets | Select Record Buckets from the Edit menu. | The record buckets interface comes up. |
| SCM-010 | Edit -> User Buckets | Select User Buckets from the Edit menu. | The message "Just a stub, Not Yet Implemented" is shown. |
| SCM-011 | Edit -> Replace Barcode | Select Replace Barcode from the Edit menu. | A pop-up box appears that allows you to enter an item barcode |
| SCM-012 | Search -> Search for Patrons | Select Search for Patrons from the Search menu.  Type F4. | The patron search interface comes up. |
| SCM-013 | Search -> Search the Catalog | Select Search the Catalog from the Search menu.  Type F3. | The advanced search interface comes up. |
| SCM-014 | Search -> Search for a record by TCN | Select Search for a record by TCN from the Search menu.  Type Shift-F3. | A pop-up box appears that allows you to enter a TCN or accession ID. |
| SCM-015 | Search -> Search for a record by Record ID | Select Search for a record by Record ID from the Search menu.   | A pop-up box appears that allows you to enter a bib record ID. |
| SCM-016 | Search -> Search for copies by Barcode | Select Search for copies by Barcode from the Search menu.  Type F5. | The Item Status interface comes up. |
| SCM-017 | Search -> Search for a patron by Barcode | Select Search for patron by Barcode from the Search menu. Type F1. | The Retrieve Patron interface comes up. |
| SCM-018 | Circulation -> Check Out Items | Select Check Out Items from the Circulation menu.  Type F1. | The Retrieve Patron interface comes up. |
| SCM-019 | Circulation -> Check In Items | Select Check In Items from the Circulation menu.  Type F2. | The Check-In or Process Item interface comes up. |
| SCM-020 | Circulation -> Register Patron | Select Register Patron from the Circulation menu. Type Shift-F1. | The patron registration interface comes up. |
| SCM-021 | Circulation -> Retrieve Last Patron | Select a patron for checkout  and click the Exit button in the check out interface.  Select Retrieve Last Patron from the Circulation menu. Type F8. | The last patron retrieved should come up in the check out interface. |
| SCM-022 | Circulation -> Capture Holds | Select Capture Holds from the Circulation menu.  Type Shift-F2. | The Check-In or Process Item - Auto-Print Hold and Transit Slips interface comes up. |
| SCM-023 | Circulation -> Pull List for Hold Requests | Select Pull List for Hold Requests from the Circulation menu. | The Evergreen Holds Pull List interface comes up. |
| SCM-024 | Circulation -> Browse Holds Shelf | Select Browse Holds Shelf from the Circulation menu. | The Holds Shelf interface comes up. |
| SCM-025 | Circulation -> Place Hold | Select Place Hold from the Circulation menu.  Type F3. | The advanced search interface comes up. |
| SCM-026 | Circulation -> Show Item Status by Barcode | Select Show Item Status by Barcode from the Circulation menu.  Type F5. | The Item Status interface comes up. |
| SCM-027 | Circulation -> Retrieve Patron by Barcode | Select Retrieve Patron by Barcode from the Circulation menu.  Type F1. | The Retrieve Patron interface comes up. |
| SCM-028 | Circulation -> Replace Barcode | Select Replace Barcode from the Circulation menu. | A pop-up box appears that allows you to enter an item barcode |
| SCM-029 | Circulation -> Record In-House Use | Select Record In-House Use from the Circulation menu. Type F6. | The Record In-House Use interface comes up. |
| SCM-030 | Circulation -> Re-Print Last | (Requires a workstation with a configured printer).  Select a patron for checkout check out an item.  Then select Re-Print Last from the Circulation menu. Repeat this procedure and type F9. | The previously printed receipt is re-printed. |
| SCM-031 | Circulation -> Enter Offline Interface | Select Enter Offline Interface from the Circulation Menu. | The Evergreen Offline interface comes up in a tab. |
| SCM-032 | Cataloging -> Search the Catalog | Select Search the Catalog from the Cataloging menu.  Type F3. | The advanced search interface comes up. |
| SCM-033 | Cataloging -> Retrieve record by TCN | Select Retrieve record by TCN from the Cataloging menu.  Type Shift-F3 | A pop-up box appears that allows you to enter a TCN or accession ID. |
| SCM-034 | Cataloging -> Retrieve record by Record ID | Select Retreive record by Record ID from the Cataloging menu. | A pop-up box appears that allows you to enter a record ID. |
| SCM-035 | Cataloging -> Display Item | Select Display Item from the Cataloging menu. Type F5. | The Item Status interface comes up. |
| SCM-036 | Cataloging -> Manage Copy Buckets | Select Manage Copy Buckets from the Cataloging Menu. | The copy buckets interface comes up. |
| SCM-037 | Cataloging -> Manage Volume Buckets | Select Manage Volume Buckets from the Cataloging Menu. | The message "Just a stub, Not Yet Implemented" is shown. |
| SCM-038 | Cataloging -> Manage Record Buckets | Select Manage Record Buckets from the Cataloging Menu. | The record buckets interface comes up. |
| SCM-039 | Cataloging -> Create New Marc Record | Select Create New Marc Record from the Cataloging Menu. | The MARC Template interface comes up. |
| SCM-040 | Cataloging -> Import Record from Z39.50 | Select Import Record from Z39.50 from the Cataloging Menu. | The MARC Import via Z39.50 interface comes up. |
| SCM-041 | Cataloging -> Replace Barcode | Select Replace Barcode from the Cataloging Menu. | A pop-up box appears that allows you to enter an item barcode |
| SCM-042 | Cataloging -> Retrieve Last Record | Enter the advanced search interface (F3) and search for and select a bibliographic record. Type Ctrl-W to close the tab, then select Retrieve Last Record from the Cataloging menu. | The last record retrieved should come up in the Record Summary interface. |
| SCM-043 | Cataloging -> MARC Batch Import/Export | Select MARC Batch Import/Export from the Cataloging Menu | The Evergreen MARC File Upload interface comes up. |
| SCM-044 | Admin -> Operator Change: New | Select Operator Change: New from the Admin menu.  Enter the credentials of another user.  Select Operator change: [original user's name] to return to normal functions. | The tab bar background turns red to indicate that the new user is now logged in. The previously logged in user's name now appears at Admin -> Operator Change: username.  Selecting this returns control to the originally logged-in user. |
| SCM-045 | Admin -> Offline Transaction Management | Select Offline Transaction Management from the Admin menu. | The Offline Transactions interface comes up. |
| SCM-046 | Admin -> Download Offline Patron List | Select Download Offline Patron List from the Admin menu. | An alert box appears saying "Download completed." |
| SCM-047 | Admin -> Local System Administration | Select Local System Administration from the Admin menu. | The Local System Administration page comes up. |
| SCM-048 | Admin -> Server Settings | Select Server Settings from the Admin menu | The "Configure your ILS" interface comes up. |
| SCM-049 | Admin -> User Permission Editor | Select User Permission Editor from the Admin menu | The "Retrieve Patron" dialog comes up.  Entering a valid user barcode brings up the User Permission Editor. |
| SCM-050 | Admin -> Receipt Template Editor | Select Receipt Template Editor from the Admin menu | The Receipt Template Editor interface comes up. |
| SCM-051 | Admin -> Survey Wizard | Select Survey Wizard from the Admin menu | The Add a Survey Wizard interface comes up. |
| SCM-069 | Help | Select Help from the top menu in the Staff Client. | "stub" appears. |

===== Patron Search =====

These test the functionality of the Patron Search interface (Search -> Search For Patrons)

^ ID ^ Test ^ Instructions ^ Expected Behavior ^
| PSR-002 | Include inactive patrons | Click the checkbox that says Include inactive patrons? so  that a checkmark appears.  Perform a search. | An Active column is added to the search results screen, indicating by Yes/No whether the patron account is marked active. |
| PSR-003 | Limit patron search results by org unit | Perform a patron name search that returns a large set of results, some of which are known to belong to your library unit.  Select, in turn, the different levels of organizational units available in the "Limit results to patrons in" dropdown menu. | Results are limited to the organizational unit level selected in the dropdown menu. |
| PSR-004 | Patron search - Clear Form | Populate the search fields with search data, then click the Clear Form button. | Search fields are cleared for a new search. |
| PSR-005 | Patron search - patron selection | Perform a patron search.  Click on the name of a patron in the results list. | The search form is replaced by a summary pane of the patron account information. |
| PSR-006 | Patron search - retrieve patron | Perform a patron search.  Click on the name of a patron in the results list.  Click the Retrieve Patron button. | The selected patron account is opened in the checkout interface in a new tab. |
| PSR-007 | Patron search - return to search form | Perform a patron search.  Click on the name of a patron in the results list.  Click the Search Form button. | Summary pane is replaced by the search form with search terms intact.  Patron search results remain. |
| PSR-008 | Patron search - save columns | Perform a patron search.  Click on the column picker in the upper right of the results window.  Pick an extra column to view.  Click the Save Columns button.  Close the tab (Ctrl-W), then re-enter the interface and perform a search. | The newly selected column will be visible in the search results. |
| PSR-009 | Patron search - copy to clipboard | Perform a patron search.  Click on the name of a patron in the results list.  Click the Copy to Clipboard button. | A pop-up window appears with hyperlinks to copy each item in the selected row to the system clipboard. |
| PSR-010 | Patron search - Print | Perform a patron search.  Click Print. | A printing dialog will appear and the visible patron search result set will print. |