GPLS/PINES Evergreen Test Cases

Based on the work from 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 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.

Evergreen DokuWiki

Table of Contents

GPLS/PINES Evergreen Test Cases

Staff Client Login

Staff Client Menus

Patron Search