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1 | Function [Testing Scenario] | UC San Francisco | Priority 1-3 (High: 1; low: 3) | Source | Testing Group(s) | Consulting Group(s) | Completed Date | Outcome of testing | Testing Notes | Decision page created (URL) | Decision escalated (when and which ELG) | Initials | |||||||||||||||||||
2 | Are Basic and Advanced search boxes configured correctly (search profiles etc.)? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Discovery | 10/2/2020 | Works but needs improvements | ||||||||||||||||||||||||
3 | Do the links in the Main Menu appear correctly and link to the desired web pages? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Discovery | ||||||||||||||||||||||||||
4 | Can external and internal patrons create a request via a discovery system? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
5 | Can patrons renew renewable loans via a discovery system? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
6 | Can patrons create resource sharing requests from the discovery system? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
7 | Can patrons view their fulfillment activities in Primo "My Account"? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
8 | Can patrons view links to e-resources? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Acquisitions/ERM | ||||||||||||||||||||||||||
9 | Can patrons view full text? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Acquisitions/ERM | ||||||||||||||||||||||||||
10 | Are you able to search Central Index (CDI) records? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Resource Management | ||||||||||||||||||||||||||
11 | Is the number of results displaying as expected? | UC Berkeley | 1 | Discovery FG | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
12 | Are course reserves materials displaying as expected (including Ares if applicable)? | UC Berkeley | 1 | Discovery FG | Fulfillment | ||||||||||||||||||||||||||
13 | Are items from other UC campuses displaying as expected? | UC Berkeley | 1 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
14 | Are item statuses displaying correctly? | UC Berkeley | 1 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
15 | Is off-campus access (authentication) working as expected? | UC Berkeley | 1 | Discovery FG | Acquisitions/ERM | ||||||||||||||||||||||||||
16 | Performance / page load (baseline for VG, note which parts are slow) | UC Berkeley | 1 | Discovery FG | Discovery | ||||||||||||||||||||||||||
17 | Are search slots working as expected (is it sticky)? | UC Berkeley | 1 | Discovery FG | Discovery | ||||||||||||||||||||||||||
18 | Are your institution's available electronic resources reflected accurately in CDI? | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist: CDI | Acquisitions/ERM | ||||||||||||||||||||||||||
19 | CDI publishing profile is set, publishing is running | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist: CDI | Acquisitions/ERM | ||||||||||||||||||||||||||
20 | CDI admin user roles are created, permissions are granted | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist: CDI | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
21 | Restricted CDI collections are available for search for authenticated | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist: CDI | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
22 | Are search results in Primo being displayed correctly? (Prioritization: 1: Functionality; 3: Look/Feel/UI) | UC Berkeley | 1 | ExL Primo VE Go-Live Checklist | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
23 | Does the full record view contain all relevant information (Details, Links etc.)? | UC Berkeley | 2 | ExL Primo VE Go-Live Checklist | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
24 | Is the browse search configured correctly (if applicable)? | UC Berkeley | 2 | ExL Primo VE Go-Live Checklist | Resource Management | ||||||||||||||||||||||||||
25 | Is FRBR behaving as expected/configured? | UC Berkeley | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
26 | Is Dedup behaving as expected/configured? | UC Berkeley | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
27 | Are advanced search abilities working correctly? | UC Berkeley | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
28 | Are third party indexes working as expected (eg. Worldcat, Ebsco)? | UC Berkeley | 2 | Discovery FG | Acquisitions/ERM | ||||||||||||||||||||||||||
29 | Are third party integrations working as expected (eg. LibKey/Browzine, Aeon)? | UC Berkeley | 2 | Discovery FG | Discovery | ||||||||||||||||||||||||||
30 | Discovery access MARC fields working as configured/expected? | UC Berkeley | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
31 | Accessibility | UC Berkeley | 2 | Discovery FG | Discovery | ||||||||||||||||||||||||||
32 | Are all facets configured correctly? | UC Berkeley | 3 | ExL Primo VE Go-Live Checklist | Resource Management | ||||||||||||||||||||||||||
33 | Does My favorites functionality work correctly? | UC Berkeley | 3 | ExL Primo VE Go-Live Checklist | Discovery | ||||||||||||||||||||||||||
34 | Other enabled languages (for VGs who enabled) displaying correctly? | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
35 | Are the export options working correctly? | UC Berkeley | 3 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
36 | Is auto-fill/auto-complete working correctly? | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
37 | Is spell check enabled and working? | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
38 | Is auto-suggest enabled and working? | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
39 | Are book jackets and format icons displaying as configured/expected? | UC Berkeley | 3 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
40 | Is virtual browse displaying as expected? | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
41 | Is bX recommender displaying as expected (if enabled)? | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
42 | Testing around implicit bias (to the degree possible, determined by campus) | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
43 | SEO | UC Berkeley | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
44 | Are Basic and Advanced search boxes configured correctly (search profiles etc.)? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Discovery | 10/5/2020 | Works as expected | ||||||||||||||||||||||||
45 | Do the links in the Main Menu appear correctly and link to the desired web pages? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Discovery | ||||||||||||||||||||||||||
46 | Can external and internal patrons create a request via a discovery system? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
47 | Can patrons renew renewable loans via a discovery system? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
48 | Can patrons create resource sharing requests from the discovery system? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
49 | Can patrons view their fulfillment activities in Primo "My Account"? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
50 | Can patrons view links to e-resources? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Acquisitions/ERM | ||||||||||||||||||||||||||
51 | Can patrons view full text? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Acquisitions/ERM | ||||||||||||||||||||||||||
52 | Are you able to search Central Index (CDI) records? | UCLA | 1 | ExL Primo VE Go-Live Checklist | Resource Management | ||||||||||||||||||||||||||
53 | Is the number of results displaying as expected? | UCLA | 1 | Discovery FG | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
54 | Are course reserves materials displaying as expected (including Ares if applicable)? | UCLA | 1 | Discovery FG | Fulfillment | ||||||||||||||||||||||||||
55 | Are items from other UC campuses displaying as expected? | UCLA | 1 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
56 | Are item statuses displaying correctly? | UCLA | 1 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
57 | Is off-campus access (authentication) working as expected? | UCLA | 1 | Discovery FG | Acquisitions/ERM | ||||||||||||||||||||||||||
58 | Performance / page load (baseline for VG, note which parts are slow) | UCLA | 1 | Discovery FG | Discovery | ||||||||||||||||||||||||||
59 | Are search slots working as expected (is it sticky)? | UCLA | 1 | Discovery FG | Discovery | ||||||||||||||||||||||||||
60 | Are your institution's available electronic resources reflected accurately in CDI? | UCLA | 1 | ExL Primo VE Go-Live Checklist: CDI | Acquisitions/ERM | ||||||||||||||||||||||||||
61 | CDI publishing profile is set, publishing is running | UCLA | 1 | ExL Primo VE Go-Live Checklist: CDI | Acquisitions/ERM | ||||||||||||||||||||||||||
62 | CDI admin user roles are created, permissions are granted | UCLA | 1 | ExL Primo VE Go-Live Checklist: CDI | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
63 | Restricted CDI collections are available for search for authenticated | UCLA | 1 | ExL Primo VE Go-Live Checklist: CDI | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
64 | Are search results in Primo being displayed correctly? (Prioritization: 1: Functionality; 3: Look/Feel/UI) | UCLA | 1 | ExL Primo VE Go-Live Checklist | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
65 | Does the full record view contain all relevant information (Details, Links etc.)? | UCLA | 2 | ExL Primo VE Go-Live Checklist | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
66 | Is the browse search configured correctly (if applicable)? | UCLA | 2 | ExL Primo VE Go-Live Checklist | Resource Management | ||||||||||||||||||||||||||
67 | Is FRBR behaving as expected/configured? | UCLA | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
68 | Is Dedup behaving as expected/configured? | UCLA | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
69 | Are advanced search abilities working correctly? | UCLA | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
70 | Are third party indexes working as expected (eg. Worldcat, Ebsco)? | UCLA | 2 | Discovery FG | Acquisitions/ERM | 10/4/2020 | Works as expected | Looks good | |||||||||||||||||||||||
71 | Are third party integrations working as expected (eg. LibKey/Browzine, Aeon)? | UCLA | 2 | Discovery FG | Discovery | ||||||||||||||||||||||||||
72 | Discovery access MARC fields working as configured/expected? | UCLA | 2 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
73 | Accessibility | UCLA | 2 | Discovery FG | Discovery | ||||||||||||||||||||||||||
74 | Are all facets configured correctly? | UCLA | 3 | ExL Primo VE Go-Live Checklist | Resource Management | ||||||||||||||||||||||||||
75 | Does My favorites functionality work correctly? | UCLA | 3 | ExL Primo VE Go-Live Checklist | Discovery | ||||||||||||||||||||||||||
76 | Other enabled languages (for VGs who enabled) displaying correctly? | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
77 | Are the export options working correctly? | UCLA | 3 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
78 | Is auto-fill/auto-complete working correctly? | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
79 | Is spell check enabled and working? | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
80 | Is auto-suggest enabled and working? | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
81 | Are book jackets and format icons displaying as configured/expected? | UCLA | 3 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
82 | Is virtual browse displaying as expected? | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
83 | Is bX recommender displaying as expected (if enabled)? | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
84 | Testing around implicit bias (to the degree possible, determined by campus) | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
85 | SEO | UCLA | 3 | Discovery FG | Discovery | ||||||||||||||||||||||||||
86 | Are Basic and Advanced search boxes configured correctly (search profiles etc.)? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Discovery | ||||||||||||||||||||||||||
87 | Do the links in the Main Menu appear correctly and link to the desired web pages? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Discovery | ||||||||||||||||||||||||||
88 | Can external and internal patrons create a request via a discovery system? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
89 | Can patrons renew renewable loans via a discovery system? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
90 | Can patrons create resource sharing requests from the discovery system? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
91 | Can patrons view their fulfillment activities in Primo "My Account"? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Fulfillment | ||||||||||||||||||||||||||
92 | Can patrons view links to e-resources? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Acquisitions/ERM | ||||||||||||||||||||||||||
93 | Can patrons view full text? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Acquisitions/ERM | ||||||||||||||||||||||||||
94 | Are you able to search Central Index (CDI) records? | UC San Diego | 1 | ExL Primo VE Go-Live Checklist | Resource Management | ||||||||||||||||||||||||||
95 | Is the number of results displaying as expected? | UC San Diego | 1 | Discovery FG | Resource Management and Acquisitions/ERM | ||||||||||||||||||||||||||
96 | Are course reserves materials displaying as expected (including Ares if applicable)? | UC San Diego | 1 | Discovery FG | Fulfillment | ||||||||||||||||||||||||||
97 | Are items from other UC campuses displaying as expected? | UC San Diego | 1 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
98 | Are item statuses displaying correctly? | UC San Diego | 1 | Discovery FG | Resource Management | ||||||||||||||||||||||||||
99 | Is off-campus access (authentication) working as expected? | UC San Diego | 1 | Discovery FG | Acquisitions/ERM | ||||||||||||||||||||||||||
100 | Performance / page load (baseline for VG, note which parts are slow) | UC San Diego | 1 | Discovery FG | Discovery |