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qa:generic_testing_guidelines

Test Checklist

Searching

Try

  • Searching from Home Screen
    • Try different keyword/author/subject
    • Try different formats (video/etc)
    • Try different org units
  • Searching from Advanced Search
    • Try different keyword/author/subject
    • Try different formats (video/etc)
    • Try different org units
  • Searching while logged-in to OPAC
    • Try different keyword/author/subject
    • Try different formats (video/etc)
    • Try different org units
  • Searching within staff client
    • Try different keyword/author/subject
    • Try different formats (video/etc)
    • Try different org units

Ensure

  • Search results are accurate
  • Results display is accurate
  • Item detail display is accurate

My Account

Try

  • Logging in as different accounts
  • Changing password or other account settings
  • Placing holds
  • Creating bookbags

Ensure

  • All of the above are functional
  • Account details are accurate

Staff Client

Try

  • Logging in as different accounts
  • Changing/registering a workstation
  • Logging out
  • Offline mode

Ensure

  • Staff client is basically functional

Cataloguing

Try

  • Creating a new MARC record from scratch
  • Creating a MARC record from a template
  • Importing a MARC record from Vandelay
  • Importing a MARC record from Z39.50
  • Editing a MARC record
  • Quick-add holdings
  • Creating an empty volume
  • Manually adding holdings to an existing record
    • Adding a volume and an item in one step
      • Adding multiple volumes and items across multiple branches in one step
    • Adding an item to an existing volume
      • Adding items across multiple existing volumes in one step
  • Editing an existing holding
  • Editing an existing volume
  • Creating a holding from a template
  • Moving Volumes/Copies

Ensure

  • MARC records can be created, imported and edited
  • Holdings can be created, edited and moved

Patrons

Try

  • Creating a new patron
  • Retrieving an existing patron via barcode
  • Retrieving an existing patron via search
  • Editing an existing patron
  • Billing a patron
  • Applying a payment for a patron

Ensure

  • Patrons can be added and edited
  • Patron search functions
  • Patron account details are accurate
  • Opt-in functionality works

Circulation

Try

  • Checking out various items including
    • Long-loan items
    • Non-circulating or reference items
    • Strange or special items
  • Checking in various items including:
    • Strange formats
    • Items with holds
    • Items with transits
    • Items that are lost or have other weird states

Ensure

  • Items can be checked out
  • All items have accurate due dates and renewals
  • Reference items and any non-circulating items are handled appropriately
  • Items can be checked in
  • Items transit
  • Transit / hold slips are accurate
  • Slips are printed for checkouts and transit/hold slips
qa/generic_testing_guidelines.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1

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