Member Information

Purpose The verification process takes place throughout the implementation process and provides libraries an opportunity to review the results of the data migration and configuration process. The WMS Testing Data Verification Checklist provides libraries with a list of activities, items to verify. The list covers patron data, item statuses, shelving locations, policies, holds and bills. Enter in member information and complete the described activities to confirm the verification steps have been executed.

Member Information Library Name: WorldShare Management Services URL: WorldCat Discovery URL:

Testing Overview Ste p Description Notes 1 Verify Patron Data when notified by Email Implementation Manager examples of data Implementation Manager migration issues or concerns, please include patron barcode and name 2 1. Verify Monograph Bibliographic Data Reference WorldCat Discovery Indexes when when notified by Implementation searching for items in WorldCat Discovery Manager 2. Verify Serial Bibliographic Data when Email Implementation Manager examples of data notified by Implementation Manager migration issues or concerns, please include OCLC numbers, barcodes, and titles 3 Verify Circulation Data (if applicable) when Email Implementation Manager examples of data notified by Implementation Manager migration issues or concerns, please include OCLC numbers, barcodes, and titles 4 Add appropriate roles and permissions to Use Roles and Permissions library staff members 5 Can begin adding/deleting/editing items in WMS 6 Enter circulation policies in OCLC Service Configuration, then verify Policies 7 Continue to communicate with Email Implementation Manager examples of data Implementation Manager about any data migration issues or concerns, please include OCLC migration issues or concerns numbers, barcodes, and title 8 Determine date when you will begin using WMS Circulation and/or Acquisitions Patron Data Verification If patrons were migrated: Actual Result Step Description Expected Result (Pass/Fail) Notes 1 Login to WMS 2 1. Perform a patron search in You are able to Circulation- Assist Patrons pull up patrons 2. Enter barcode based on your 3. Also perform searches by search criteria Name, Barcode, Street Address, Postal Code 3 Verify the following when Patron data searching for patrons: appears as 1. Do barcodes, addresses and expected names appear as expected? 2. Do patron searches return results you expected? 3. Are you able to search by all the options? 4 1. Select one of the patrons. Patron’s profile 2. Verify all the information on page displays the patron’s profile page including correct personal name, barcode, patron type, information for email, address, phone number, that patron expiration date, etc. plus patron notes (Notes) and custom data if applicable 5 1. Go to the Admin module. You are able to 2. Perform a patron search in pull up patrons Admin- User Management based on your 3. Perform searches by Last search criteria Name, Barcode, Street Address, City, State, Postal Code 6 Verify the following when Patron data searching for patrons: appears as 1. Do barcodes, addresses and expected names appear as expected? 2. Do patron searches return results you expected? 3. Are you able to search by all the options? 7 1. Select one of the patrons. Patron’s record 2. Verify all the information in the displays the patron’s record including name, correct personal barcode, patron type, email, information for address, phone number, that patron expiration date, etc. plus patron 0718cd05c0b512e1d4284a8a0873e931.docx notes (Notes), custom data, Email Implementation idAtSource/sourceSystem Manager examples of data (Account Info) if applicable migration issues or concerns, please include patron barcode and name

0718cd05c0b512e1d4284a8a0873e931.docx Monograph Bibliographic Data Verification Local Holdings Data: Actual Result Step Description Expected Result (Pass/Fail) Notes 1 Login to WMS 2 1. Perform an item search of a You are able to pull monograph title in WMS up items based on Circulation- Discover Items your search criteria 2. Enter barcode 3. Also perform searches of My Library Holdings by Keyword, Title, Author, ISBN, ISSN, and OCLC Number 3 Click View/Edit within an item Verify item data record to verify migration of migrated as call number, barcode, cost and outlined in Scope notes if migrated Statement 4 Click Edit Item to verify Shelving Verify that Shelving Locations and migration of call Locations in the number (classification scheme), drop down list look prefix, classification, cutter and correct and verify suffix. item data migrated as outlined in Scope Statement 5 Verify the following when Item data appears searching items in WorldCat as expected Discovery: 1. Does the branch, shelving location, call number, notes, etc. appear as expected? 2. Do item searches return results you expected? 6 Verify local bibliographic data Local bibliographic Email Implementation for items in WorldCat Discovery data appears as Manager examples of data and Record Manager expected migration issues or concerns, please include OCLC To view local bibliographic data numbers, barcodes, and titles in Metadata Record Manager perform a search, select a title, scroll past the WorldCat Master Record to the Local Bibliographic Data section.

0718cd05c0b512e1d4284a8a0873e931.docx Serial Bibliographic Data Verification Local Holdings Data: Actual Result Step Description Expected Result (Pass/Fail) Notes 1 Login to WMS 2 1. Perform an item search of a You are able to pull serial title in WMS Circulation- up items based on Discover Items your search criteria 2. Enter barcode 3. Also perform searches of My Library Holdings by Keyword, Title, Author, ISBN, ISSN, and OCLC Number 3 Click View/Edit within an item Verify item data record to verify migration of migrated as call number, barcode, cost and outlined in Scope notes if migrated Statement 4 Click Edit Item to verify Shelving Verify that Shelving Locations and migration of call Locations in the number (classification scheme), drop down list look prefix, classification, cutter and correct and verify suffix. item data migrated as outlined in Scope Statement 5 Verify the following when Item data appears searching items in WorldCat as expected Discovery: 1. Does the branch, shelving location, call number, notes, etc. appear as expected? 2. Do item searches return results you expected? 6 Verify local bibliographic data Local bibliographic Email Implementation for items in WorldCat Discovery data appears as Manager examples of data and Record Manager. expected migration issues or concerns, please include OCLC numbers, barcodes, and titles To view local bibliographic data in Metadata Record Manager perform a search, select a title, scroll past the WorldCat Master Record to the Local Bibliographic Data section.

0718cd05c0b512e1d4284a8a0873e931.docx Circulation Data Verification If circulation data was not migrated: Actual Result Step Description Prerequisite Expected Result (Pass/Fail) Notes 1 Login to WMS 2 Verify that all items have Your Verify that all View item status in the status “Available.” circulation items have WorldCat Discovery Skip steps below. data was not status migrated "Available"

If circulation data was migrated: Actual Result Step Description Prerequisite Expected Result (Pass/Fail) Notes 1 Login to WMS 2 Are all the available items Your Verify that showing the status – circulation available items Available? data was have the status migrated "Available" 3 In WMS Discover Items Your item Verify issued view an item record and statistics count, issued click Statistics to verify were count YTD, soft item statistics (historical migrated issued count, soft item data) issued count YTD, inventoried count, last inventoried date, last issued date and last issued to borrower display correctly 4 Find patrons who had Your Verify that the overdue items in their circulation overdue fines account in the old system loan data were migrated for (Overdue). was those patrons migrated 5 Find patrons who had Your Verify that the items checked out to circulation checked out them in the old system loan data items were (On loan). was migrated for migrated those patrons 6 Find patrons who had Your holds Verify that holds items on hold in the old were were migrated for system (On hold). migrated those patrons 7 Find an item that had Your holds Verify that the existing holds in the migrated holds look correct system for that item in 0718cd05c0b512e1d4284a8a0873e931.docx WMS 8 Find an item that had Your fines Verify that the existing bills in the system were bills look correct migrated for that patron

0718cd05c0b512e1d4284a8a0873e931.docx Circulation Policies (Configured in OCLC Service Configuration) http://worldcat.org/config/: Actual Result Step Description Prerequisite Expected Result (Pass/Fail) Notes 1 Login to WMS 2 Verify loan periods for Circ policies Verify that loan View due date all migrated items are policies in WMS information in WorldCat configured in match the policies Discovery Service you set up in Configuration Service Configuration 3 Check out various Circ policies Verify that you material types to various are are able to check patron types configured in out various Service material formats Configuration to various patron types 4 Renew various material Circ policies Verify that View due date types are renewal policies information in WorldCat configured in in WMS match Discovery Service the policies you Configuration set up in Service Configuration 5 Place a hold on an item Circ policies Verify that you are can successfully configured in place a hold on an Service item Configuration 6 1. Under Reports section Verify that your Note: Pull List in WMS is in Circulation, click on pull list is a list of items that need Pull List. displaying items to be pulled off the shelf 2. Is your pull list you currently and checked in, in order displaying a list of items have on the shelf, to trigger Holds in the that need to be pulled but they have system. off the shelf? pending holds 7 Verify notifications are Circ policies Notifications will working correctly are be emailed based configured in of your circ Service policies Configuration

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