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1 | Instructions for testing MARC bib records - Deadline: Monday, August 1 - Login URL: https://bugfest-mg.int.aws.folio.org - Username/Password: quickmarc / F0!io2021 - Choose any task. - Use Column D to indicate if task Passed or Failed. Please prepend with your initials. - Use Column E to add any comments. Please prepend with your initials. | |||||||||||||||||||||||||
2 | Task | Steps | Passed/Failed | Comments | ||||||||||||||||||||||
3 | 1 | Add two fields to a record using quickMARC | 1. Go to Inventory 2. Find a record that has source=marc 3. Go to the Actions dropdown and select Edit MARC bibliographic record Expected Result: You should see the MARC record in an editable form 4. Click on the + sign to the right of any row to add a new field Expected Result: Text box with $a should display 5. Enter MARC field information 6. Repeat steps 4 and 5 7. Hit Save and close button or ctrl + s Expected Result: Record is saved and you are returned to the instance record 8. Go to the Actions dropdown and select View source Expected Result: View Source MARC record opens 9. Expected result: Check to make sure the additional fields and display in expected positions. | JM - failed communication error. Instance HRID in7685249 ; LF - passed ; NCO - passed ; LC - Passed | JLK - when you add a field is it possible for the cursor to populate in the new field? Also when you tab over to the field the cursor goes before $a and if you tab again it goes to the +, is this expected behavior? Also I added two blank fields and they disappeared. Is anything supposed to be allowed in the indicator fields? I could add a ( and ] and and A when pasting Activism into in284817. JLK - If the system can tell not to update with more than one 245 is it possible to expand to other NR fields, such as 040, 240 and if really pie in the sky 1XX fields? JLK - Is it just not possible to add a staff only note when the record is source MARC? I do not see a way with 5XX fields and it is not possible to add/modify a note in the instance. LC - +1 about the cursor appearing before the $a. It seems this only happens with a newly created field. When you tab over in an exisiting field the cursor goes after the $a where I expect it to. Also, I would really like a keyboard short cut for adding the new field, so I don't have to use the mouse. The short cut should just be the ENTER key. There is extremly rare that I would need to add a break inside a field. CTRL-ENTER could be used to add a break inside the field, and ENTER creates a new field. | |||||||||||||||||||||
4 | 2 | Undo deletion of field(s) | 1. Go to Inventory 2. Find a record that has source=marc 3. Go to the Actions menu and select Edit MARC bibliographic record Expected Result: You should see the marc record in an editable form 4. Click on the trash icon to the right of a row to delete a field Expected Result: The field should be deleted. 5. Repeat Step 4 at least one more time 6. Edit two fields 7. Click Save and close Expected Result: Pop-up displays asking you to confirm whether or not you want to continue with field deletion 8. Click Restore deleted field(s) button Expected result: You are returned to the Edit quickMARC view with deleted field(s) restored AND edits retained | LF - Passed JM - passed NCO - passed JLK - fail? LC - passed | JLK - I have found that when you delete multiple fields and restore them they do not always go back in the same and/or correct field order. For example on in11388979 I deleted the bisacsh 650 and the 655 which were right next to each other and upon restoring the 655 got placed below the 700. On in5965200 I deleted and restored all 5XX and 6XX fields and it restored them in reverse order. | |||||||||||||||||||||
5 | 3 | Delete several fields from a record in quickMARC | 1. Go to Inventory app 2. Find a record that has source=MARC 3. Go to the Actions menu and select Edit MARC bibliographic record Expected outcome: You should see the MARC record in an editable form 4. Click on the Trash icon to the right of the MARC field(s) you wish to delete Expected outcome: The MARC field(s) no longer display on the form 5. Click Save and close Expected outcome: An alert titled ""Delete fields"" should appear warning that <<# of deleted>> field(s) will be deleted 6. Click Continue with save button on the alert Expected outcome: The quickMARC app closes and you are returned to Inventory app 7. Under Actions dropdown, select View source Expected outcome: MARC record opens 8. Verify that deleted MARC field(s) is absent from the source record | HM- Passed JLK - Passed LC - Passed | JLK - the alert says "...will be deleted and this record will be updated...". I just wanted to verify this is correct since it is more than what is it in the steps. | |||||||||||||||||||||
6 | 4 | Edit MARC 006 | 1. Pull up instance record that has an associated MARC SRS record and choose 'Edit MARC bibliographic record' from the 'Actions' menu. 2. In the LDR field, take note of the seventh character from the beginning of the string. This is "Position 06" (the first Position is 00, hence seventh Position is 06). This is the single-character code for "Type of Record." 3. Click the plus sign at the end of a field to add a new field. 4. Enter '006' for the field tag. 5. From the pull-down menu choose a 'Type' that is NOT what you found in LDR/06. 6. Enter valid codes in the resulting boxes for other elements. 7. Click 'Save and close' 8. Go back to the menu, choose 'Actions', and then 'View source' Verify that MARC 006 field displays what you entered | HM- passed JLK - passed LC - passed | LC - I want a pulldown or dialog showing me the valid options for the bits in the 006 that I can select from. | |||||||||||||||||||||
7 | 5 | Validation: Check for MARC tag character length when saving in quickMARC | 1. Go to Inventory 2. Find record that has source=marc 3. Go to the Actions menu and select Edit in quickMARC Expected Result: You should see the marc record in an editable form 4. Update a MARC tag from three digits to two digits . For example, change MARC 040 to MARC 40 5. Click Save and close Expected Result: You should get a red error message stating "Record cannot be saved. Each field must contain three characters in the first text box of each row." 6. Close the error message by clicking on the X and click Cancel Expected Result: You should be returned to the record | JM-passed JLK - passed LC - passed | JLK - When I add something wrong like rdl it says invalid MARC tag, but I can add an 002 field and a 200 field. LC - The toast message is different, but it's fine. | |||||||||||||||||||||
8 | 6 | Validation: Check for Leader length when saving in quickMARC | 1. Go to Inventory 2. Find an instance record that has source=MARC 3. Go to the Actions menu and select Edit MARC bibliographic record Expected Result: You should see the MARC record in an editable form 4. Add OR delete characters to/from the Leader tag 5. Click Save and close Expected Result: A red error message displays: "Record cannot be saved. The Leader must contain 24 characters, including null spaces." 6. Hit the Cancel button or ""X"" in the upper lefthand corner to return to the instance record without any updates. 7. Go View source to verify no changes were made to the Leader. | JM-passed both adding and deleting a character LC - passed, but this is not how it should work | LC - It should not be possible for me to edit the LDR like this. There are characters in the leader that should be entirely controlled by the system. I should not be able to delete them. Once I have deleted these characters, now the record can't be saved, and unless I remember what was there, I can't reconstruct it. | |||||||||||||||||||||
9 | 7 | Validation: Attempt to edit a non-editable Leader positions | 1. Go to Inventory 2. Find an instance record that has source=marc 3. Go to the Actions menu and select Edit MARC bibliographic record Expected Result: You should see the marc record in an editable form 4. Edit any or more than one of the following bytes: 0-4, 9-16, 20-23 in the Leader 5. Click Save and close Expected Result: You should get a red error message stating "Record cannot be saved. Please check the Leader. Only positions 5, 6, 7, 8, 17, 18 and/or 19 can be edited in the Leader." 6. Close the error message by clicking the X and then click Cancel button Expected Result: Returned to the Instance record 7. Go to detail record Actions menu and select View Source Expected result: No change to Leader | JM-passed LC - passed | JLK - I changed position 8 to a | and # and get the message: "Record not saved: Communication problem with server. Please try again." The same message happens if you try to add a second LDR. If you try to save a second 001 you get a message "Record cannot be saved. Can only have on MARC 001" that persists even if you change records until you click the x. Is that expected behavior? (same with the LDR message) LC - This works, but it's not a good solution. Don't let me edit those fields in the first place. | |||||||||||||||||||||
10 | 8 | Validation: Edit an editable Leader position(s) | 1. Go to Inventory 2. Find an instance record that has source=marc 3. Go to the Actions menu and select Edit MARC bibliographic record Expected Result: You should see the marc record in an editable form 4. Edit any or more than one of the following bytes: 5, 6, 7, 8, 17, 18 and/or 19 in the Leader with invalid value(s) 5. Click Save and close button or ctrl+s Expected Result: Error message displays [Record cannot be saved. Please enter a valid Leader 06. Valid values are listed at https://loc.gov/marc/bibliographic/bdleader.html] 6. Close the error message by clicking the "X" 7. Update any of the following Leader positions with valid values based on the following standards 5, 6, 7, 8, 17, 18 and/or 19 - https://loc.gov/marc/bibliographic/bdleader.html - For Leader position 17 - you can enter any value. If you change this position then change 008 Elvl value to the same. - For Leader position 18 - If you change this position then change 008 Desc value to the same. 8. Click Save button or ctrl + s Expected result: Return to instance record 9. Go to detail record Action menu, choose View source Expected result: Verify that Leader position updates have been saved. | JLK- passed JM-passed LC - passed | JLK - unrelated to test, Instance HRID ak00005256382 is source MARC - but when I try to edit I get a something went wrong page. LC - This works, but what a pain! I don't want to have to consult another website for the correct codes. The system should give me the codes I'm allowed to use in each possition in a pull down or dialog. | |||||||||||||||||||||
11 | 9 | Validation: Change Leader positions 06/07 impact 008 | 1. Go to Inventory 2. Find an instance record that has source=marc 3. Go to the Actions menu and select Edit MARC bibliographic record Expected Result: You should see the marc record in an editable form 4. Edit Leader position 6 or 7 with invalid value(s) Expected result: 008 does not display 5. Enter a valid value for either 6 or 7 Expected result: 008 displays based on the following rules Field 008/18-34 Configuration If Leader/06 = a and Leader/07 = a, c, d, or m: Books If Leader/06 = a and Leader/07 = b, i, or s: Continuing Resources If Leader/06 = t: Books If Leader/06 = c, d, i, or j: Music If Leader/06 = e, or f: Maps If Leader/06 = g, k, o, or r: Visual Materials If Leader/06 = m: Computer Files If Leader/06 = p: Mixed Materials | LC - They change, but checking that each is correct will be a small nightmare. | ||||||||||||||||||||||
12 | 10 | Reorder fields in quickMarc | 1. Go to Inventory 2. Find a record that has source=marc 3. Go to the Actions menu and select Edit MARC bibliographic record Expected Result: You should see the marc record in an editable form 4. Use the up or down arrows to the left of each field to move a field up or down Expected Result: The row should move up one row, or down one row, depending on which direction you chose to move the field 5. Click Save and close Expected Result: The quickMARC app closes and you are returned to the inventory record 6. Go to the Actions dropdown and select View source Expected Result: View Source MARC record opens 7. Check to make sure the field you moved up or down has moved to the intended place | JLK - passed HM-passed | JLK - Strangely I found in10495174 with the 003 out of order in the record which made it a field that could be reordered. | |||||||||||||||||||||
13 | 11 | Single record import AND edit in quickMARC | 1. Go to Inventory app 2. On the second pane > click Actions > Import 3. Display single import modal and select any available single import record option 4. Enter applicable ID Expected outcome: after a delay, a new MARC bib and FOLIO instance record is created. Instance record source = MARC 5. Find newly created record Expected outcome: Record displays in third pane 6. Go to Actions menu > Edit in quickMARC 7. Make any updates (edit/add new tags/remove tags, etc.) 8. Click Save & close Expected outcome: Updates are saved 9. To verify updates are saved - Go to Actions > View Source - Review instance record - Go to Actions > Edit in quickMARC -- Verify last updated and time stamp AND last user to update record | LF - failed (record failed to import, Instance was discarded, Job # 7321, using tester login) JM-record queued, but not appearing quickly OCLC # 1266199883. Returned to this at 1 PM, and still not there. JLK - queued OCLC 1204329905 but delay seems significant | JLK - Library of Congress is listed at top and bottom of list | |||||||||||||||||||||
14 | 12 | Overlay and edit in quickMARC | 1. Go to Inventory app 2. Find any instance record (does not matter if Source = FOLIO or MARC) Expected outcome: Selected result displays in third pane 3. On the third pane > click Actions > Overlay source bibliographic record 4. Display single import modal and select any available single import record option 5. Enter applicable ID Expected outcome: after a delay, the record should be updated 6. View Inventory instance record. Instance record source should now read MARC. Expected outcome: Updates should be reflected on the record 7. Go to Actions menu > View Source Expected outcome: Updates should be reflected on MARC record 8. Go to Actions menu > Edit in quickMARC Expected outcome: Updates should be reflected on the quickMARC edit form 9. Make any updates (edit/add new tags/remove tags, etc.) 10. Click Save & close Expected outcome: Updates are saved 11. To verify updates are saved - Go to Actions > View Source - Review record - Go to Actions > Edit in quickMARC -- Verify last updated and time stamp AND last user to update record | LF - passed JLK - passed | JLK - overlayed in8541644 & in6327431 with LCCN 2009591086 and kept original 245 and added new 245. - Just tried again at 8:45 PDT and did not keep the 245 so seems related to protected field someone had turned on | |||||||||||||||||||||
15 | 13 | Verify that changing 006/007 position values and selected are saved | 1. Find an instance record that contains a 006/007 tag 2. Change Type dropdown value on either 006, 007, or both Expected result: Selected type's positions display (See https://www.loc.gov/marc/bibliographic/ecbdlist.html) 4. Update some of the position value(s) 5. Hit Save button Expected result: Selected type value and position values are saved. Hitting Save retuns you to the instance record view 6. Go to Actions > View source 7. Selected type value and position values display. 8. Go to Edit MARC bibliographic record 9. View 006 and/or 007 tags. Expected result: Saved changes display as expected. Position(s) that have no value entered display a slash. | JLK - passed | ||||||||||||||||||||||
16 | 14 | Verify that 006 / 007 tag(s) do not persist if record overlaid does not contain the tag(s) | 1. Go to Inventory app 2. Import OCLC number 1285966961 Expected result: New instance record is created with Source = MARC 3. Click Actions on the record should display MARC actions such as View Source, Edit MARC bibliographic record, and Derive a new MARC bibliographic record 4. Edit MARC bibliographic record Expected result: Record has 006 and 007 tags 5. Hit Cancel Expected result: Return to previous page 6. Select Overlay source bibliographic record through Actions menu to this instance record. Specify OCLC 1291876297 (this record does not contain 006 and 007 tags) Expected result: Overlay is finished 7. Select View source through Actions menu to this instance record after overlay completes. Expected result: Overlay overrides all fields and MARC 006 and 007 should not display | JLK - passed | ||||||||||||||||||||||
17 | 15 | Add or update 007 | 1. Go to Inventory app 2. Find an instance record with source = MARC 3. Edit the record via quickMARC 4. Add or edit the MARC 007, change type dropdown Expected result: type dropdown should display type and label 5. Enter 007 position values 6. Hit Save button Expected result: bib record updated 7. View Source Expected result 007 values saved | JM-passed JLK - passed | JLK - If the record already has an 007 it will display above the 008 field. However if you delete or there are no 006 and 007 fields then your only choice is to add it out of order below the 008 field. | |||||||||||||||||||||
18 | 16 | Edit 008 | 1. Go to Inventory app 2. Find an instance record with source = MARC 3. Edit the record via quickMARC 4. Edit 008 field 6. Hit Save button Expected result: bib record updated 7. View Source Expected result: 008 is saved | JM-passed JLK - passed | JLK - Records should all have an 008 so when you try to add another 008 it allows you to fill out all the fields, but not trash that second 008 or save and close (no error message appears). If you try to cancel and you modified something else the normal keep editing pop-up appears JLK - While it would be user error it is possible to save a \ in position 15 and 16 as well as other symbols %, *, ? | |||||||||||||||||||||
19 | 17 | Verify data import: field protection indication displays | 1. Go to Settings > Data import > MARC field protection list 2. Note the fields that are on the list 3. Go to Inventory app 4. Search for a record with Source = MARC 5. Edit a record 6. Check if any of the fields are also on the Settings > Data import > MARC field protection list Expected result - Any field on the MARC field protection list displays an "i" icon to the left of the MARC tag. 7. Click the "i" icon to display field protected message | JLK - passed(ish) | JLK - I changed a field to 999 and could save the record and it did not protect the new 999 field, but it did with the 856 I added HRID in11160727. | |||||||||||||||||||||
20 | 18 | Optimistic locking - Unable to edit outdated MARC record | 1. Search for a record with Source = MARC 2. Click on a result then click Actions menu on the detail record, choose Edit in quickMARC 5. Copy and paste URL in a new tab/window Expected result tab/window 2 has display as tab/window 2 6. Click on the """"""""""""""""Edit"""""""""""""""" button (or Ctrl+alt+e) in tab/window 1 7. Click on the """"""""""""""""Edit"""""""""""""""" button (or Ctrl+alt+e) in tab/window 2 8. Note what value has """"""""""""""""relatedRecordVersion"""""""""""""""" at the end of URL. Expected Result: Both tabs/windows reads the same""""""""""""""""relatedRecordVersion"""""""""""""""" value 9. In either tab/window 1 or 2, edit/add/delete any MARC tag. 10. Click on the """"""""""""""""Save & close"""""""""""""""" button (or ctrl + s) Expected result: The success Save message displays and detail record view opened in the third pane. 11. For the other tab/window, edit/add/delete any MARC tag. 12. Click on the """"""""""""""""Save & close"""""""""""""""" button (or hit Ctrl + s). Expected Result: *The conflict detection banner is displayed under quickMARC paneheader with the message: """"""""""""""""This record cannot be saved because it is not the most recent version."""""""""""""""" *After the message displays the link """"""""""""""""View latest version"""""""""""""""" followed by an external URL icon. *Focus shifted to banner. 13. Attempt to edit another field (either add another field or delete a field) Expected result: Unable to edit record and focus shifts to conflict detection banner. 14. Click on the """"""""""""""""View latest version"""""""""""""""" link. Expected Result: Three pane view with updated record in a new tab/window. | JLK - passed | ||||||||||||||||||||||
21 | 19 | Exploratory test | Test a common scenario when editing a MARC bib record. Describe scenario in the "E" column. | JLK - I am not sure if this is in scope since it is user error and would not want to change all since some could be intentional but catalogers will copy a field from OCLC which uses ‡ as the delimiter and forget to update the delimiter to | for our local system. I could also see a cataloger looking at the source record and copying a line to paste into another record and forgetting to change the delimiters. I just tried with in1930884 and the second 240 kept ‡a and added a $a in the beginning. | ||||||||||||||||||||||
22 | 20 | Able to successfully update a MARC bib record although Leader positions (20-23) contain invalid values. | Precondition: Import a bib record whereby one of the last four positions of the Leader is not 4500 or search Instance HRID: mgin00007311652 1. Go to Actions menu > View Source for a record with Source = MARC 2. Confirm that last four positions (20-23) of the Leader is not 4500 3. Close View Source 4. Go to Actions menu > Edit in quickMARC 5. Edit the at least two times. One action must include adding a new field. 6. Hit Save button or ctrl+S Expected result: Save is successful 7. Go to Actions menu > View Source for any of the above MARC bib records Expected result: Confirm that last four positions (20-23) of the Leader IS 4500 | |||||||||||||||||||||||
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