Koha Upgrades Testing

Koha Upgrades Testing

This testing plan was developed to help libraries test their workflows with each upgrade. It does not specifically include each new feature - rather, it is meant to guide libraries through common tasks so that they can note any changes due to enhancements, new features, or bug fixes.

Testing plan

The workbook is separated into tabs by general function/module. For each tab, there is a column with checkboxes to mark actions complete as well as space for your library to make notes as you test.

Copy the file below by going to File > Make a copy (if signed in to Google) or File > Download, save it locally, and share with branches/locations as needed. You may find it helpful to make multiple copies for different locations/branches, especially if policies aren't centralized.

Copy/download this file: BWS_UpgradesTesting_25.05

How to use this workbook

  1. IMPORTANT: If you are not using a test server, be sure to use test patrons/bibs/items, and to revert any changes made in testing that you do not want applied to your system moving forward.
  2. For every action, pay attention to whether Koha behaves as expected according to your library's policies.
  3. Not every task will apply to every library - focus on the elements that apply to your circumstances. Since you will have a local copy, you can delete or cross out sections/rows that aren't relevant to prevent confusion.
  4. When applicable, test and review details for all libraries/locations - for instance, test holds at multiple branches and review new circulation policy options for all libraries' rule pages.
  5. Have staff from each department/job function try the actions relevant to their daily work to ensure that permissions are correct for any new or updated functionality.
  6. This workbook addresses the most common and frequently-used workflows, functions, and tools. If there are processes or tools used by your library that are not explicitly addressed, we strongly encourage you to test those in addition to what is included here. Use the 'Custom Library Tests' tab, or add lines to existing tabs.

Troubleshooting

If something does not work as expected, please submit a ticket with:    
  1. Steps followed (as much detail as possible - screenshots or screencasts are ideal)
  2. All relevant bib/item/patron details, the card number or borrowernumber for the logged-in staff member, and the name of the logged-in library
  3. Expected (pre-upgrade) behavior/results
  4. Observed behavior/results
  5. IMPORTANT: Please include 25.05 in the subject line of your ticket
You can also try disabling custom JavaScript and CSS on a page that isn't working to see if that resolves the issue:
  1. Navigate to the URL that you want to test without JavaScript or CSS
  2. Add the appropriate text to the end of the URL
    1. To disable JavaScript (JS) add ?DISABLE_SYSPREF_IntranetUserJS=1
    2. To disable CSS add: ?DISABLE_SYSPREF_IntranetUserCSS=1
  3. Press the 'Enter' key to re-load the page

    TIP: A question mark in a URL adds extra parameters (such as search parameters). If your URL already has a question mark, replace the question mark in the above text with an ampersand (&) instead - i.e. &DISABLE_SYSPREF_IntranetUserCSS=1 instead of ?DISABLE_SYSPREF_IntranetUserCSS=1.

Additional resources

Koha 25.05 Upgrades Hub: Upgrades and webinar schedules, Monday Minutes links, and more from ByWater Solutions
Community release notes: Comprehensive list of enhancements, bug fixes, new system preferences and more from koha-community.org

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