Testing Plan

From Koha Wiki

This is the plan originally devised for the Northeast Kansas Library System to facilitate testing of upgrades to our Koha system. Steps should be completed in order.

Things that are considered "show stopping" include problems

• that cause loss of data
• that inhibit proper circulation of items
• that inhibit addition of new records to the system (patrons, items, or bibliographic records)
• where the workaround for the problem is tedious enough so as to essentially inhibit the function.

When testing, we go through the list from top to bottom. We try not to skip items, some only require a very cursory check.

Check to verify all rules, settings, and preferences are defined and correct:

• Circ and fine Rules
• Patron Categories
• Koha to MARC mappings (for subtitle view)
• Z targets -- are they defined?
• Staff user permissions - did any new granular ones get added, were permissions removed?
• Verify old syspref settings have been maintained
• Verify settings for new sysprefs, consider ramifications of new syspref settings.

Check Circulation - Issues to be concerned with: speed, inconsistency, data loss

• Patron Search
  • Hyphenated names
  • Three Part names
• Check Out
• Check in (both regular and restricted item types)
• Adding/Deleting Patrons
• Guarantors

Fines -- money is a big deal, you don't want a bug going undiscovered here.

• Able to create invoices
• Able to pay fines
• Able to remove fines
• LOST items - are patrons automatically charged replacement cost
• LOST items - if the item is checked in, does the item come off of their acct.

SIP2 -- test all of your systems that interface with SIP2.

• Patrons not allowed to check out items on hold for another patron
• Debarred patrons not allowed to circ
• Chute items get appropriate slips
• Patron can circ items on hold for them

Check Cataloging

• Import records
• Z searching
• Verify frameworks
• Adding/modifying items
• Label maker
• Indexing
• Stage & import a record using https

Test Reserves

• Normal holds (“the ordinary hold”)
• Misroutes (“the courier messed up”-- Item is checked in at a different branch than the one it was supposed to be delivered to)
• Staff error (“The misbehaving staff-member” -- item is checked out to another patron that is not the patron who the book was waiting for)
• Local hold and walkin (items with restricted hold itypes should be properly restricted)

Holds Queue

• Transfers to Receive (all operations)
• Holds Awaiting Pickup (all operations)
• Reserves.pl from bib
• Add a hold
• Change priorities
• Change pickup library
• Cancel hold

Test new reserves features

• Reserves.pl from multi-item
  • Add a hold
  • Change priorities
  • Change pickup library
  • Cancel hold
• Holds tab on the patron record
  • Cancel hold
• Access Holds priority table from patron record

OPAC functions

• Patron login
• Patron info updates
• Patron item actions (renew)
• Reading history
• Patron holds operations
  • Add a hold
  • Cancel hold

New Features (that affect existing workflows) See Release Notes for this release

New Features (that create new workflows) See Release Notes for this release

Verify cron jobs are running

• Overdue notices
• Hold notices - all notice scripts
• indexes

Reports

• Verify reports migrated correctly
• Test canned reports
• Statistics Wizards
• Top Lists
• Inactive
• Other (Lost items, especially)
• Create and run a new SQL report

Post Upgrade: Cronjobs! Are they running? Indexing Overdues E-mail notices Holds Queue Fines Notices - verify that the content of the notices is maintained. What is included in <<items.content>>?