Thoroughly check the following items per format for each WorkFlows upgrade. The list may be incomplete. Send suggestions for items to be added to the checklist.

Properties

Properties will have to be checked in Production when upgrade is loaded since Properties for Test and Production have been out of sync in previous upgrades.

System functions: sequence and diagnostics

Does the sequence of "next" steps appear to work as described?
We do not have a list of diagnostics and their meaning from Sirsi.

SmartPort

Connectivity
Search functions in the Utilities
Displays in Utilities
E-Mail Record (as Text)
Record Retrievable

Load Options

Replace Current Record
Match and Load
Match Points, as set up
Call Sources
Library

Control Record per format

Fixed Fields per format

Diacritics

Volume Call Folder

Spacing
Call Number length
Copy Information
Loss of Data
WebCat display

Add Title

Properties (Check in Production)
Control Record (per format)
Fixed Fields
Fields, Indicators, Subfields
Diacritics
Macros
Volume/Call Folder
System Function, sequence and diagnostics
Printing Record
Shadowing and Un-shadowing
WebCat display
Re-Link Order
Shelflisting

Maintain Existing Record

Properties
Search strategies:

Keyword
Browse
Exact Match
Current Title
Call Number

Edit: Title, Volume/Call, Item

Delete (Remove Wizard)

Title
Volume/Call
Item

Transfer Wizard

Title
Volumes
Copies
Transfer with Hold
Transfer with Charge

Bound-Withs

Add Volume/Call, Item

Edit Title, Volume/Call, Item

Global Copy Edit

Help Documentation

Indexing and Update