R15.02.01.02 · TASK CLASS

Circulation & collection administration

Manage patrons, loans, holds and collection reports.

20 project-authored proposals · taxonomy v1.1 · 0 new benchmark runs. Verifiers and partial-credit rules below are designs, not executed results.

Previous class address: R10.06.01.02 · Original proposal IDs are retained.

Typical applications: Koha · Alma · FOLIO
Class GUI-need label: G2 · GUI-essential

Task proposals · 20

Expand to inspect the complete original wording and proposed checks. Original proposal text remains English in both interfaces.

R10.06.01.02-T01 Process desk returns and checkouts with a hold trap in Koha

Original instruction

Koha 24.11 staff interface, logged in at the Centerville circulation desk. Check in the 6 barcodes in fixtures/returns_cv.txt, then check out 39999000101 and 39999000102 to patron card 23000451 (synthetic). One returned item is on hold for a Midway patron: confirm the hold and the transfer, do not cancel it. One returned item is overdue: leave its fine as charged.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: type · Text & forms click · Point & click
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 2 / 5

Proposed verifier

Koha DB: 6 items moved from issues to old_issues with today's returndate; trapped hold found='T' with an open branchtransfers row Centerville→Midway; 2 new issues rows for 23000451; overdue accountline unchanged. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

40% six check-ins; 25% hold trapped in transit, not cancelled; 25% two checkouts to the right patron; 10% overdue fine intact

R10.06.01.02-T02 Renew a patron's loans while honoring holds and renewal limits

Original instruction

Patron 23000877 phones Main Library asking to renew everything. In Koha's patron Check out tab, renew every loan that is renewable under current rules. Loans with a hold by another patron or at their renewal limit must not be renewed or overridden. Then add an internal staff message (Add message, Staff – Internal note) listing the barcodes that could not be renewed, comma-separated.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 2 / 5

Proposed verifier

issues: renewals_count +1 and date_due per circulation_rules for the 5 eligible loans; the 2 on-hold and 1 at-limit loans unchanged, no override in action_logs RENEWAL; messages row type 'L' containing exactly those 3 barcodes. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

60% eligible loans renewed, split evenly over the 5; 25% blocked loans untouched; 15% internal message lists the right barcodes

R10.06.01.02-T03 Register a juvenile patron linked to a guarantor with messaging preferences

Original instruction

Register a new patron in Koha from the scanned form fixtures/registration_form_jr.pdf (synthetic family): category Juvenile (J), home library Midway, card number 23000999, guarantor = existing patron 23000310 with relationship 'mother', address copied from the guarantor, expiry per category default. Messaging: Advance notice by email 2 days before due; Hold filled by SMS. Auto-renewal off.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: type · Text & forms click · Point & click
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 2 / 5

Proposed verifier

borrowers row: categorycode J, branchcode Midway, cardnumber, dateexpiry = today + J enrolment period, address = guarantor's, autorenew_checkouts=0; borrower_relationships row with 'mother'; borrower_message_preferences and transport types exactly as specified; patron count +1. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

40% patron fields from the form; 25% guarantor link and relationship; 25% messaging preferences; 10% no duplicate record

R10.06.01.02-T04 Check classroom books in and out on the Libib phone app

Original instruction

On a phone (Android emulator or iOS Simulator) running Libib signed into test library 'Room 12' (synthetic students), check in the 8 books whose ISBNs are on the photographed return slip fixtures/tray_slip.jpg, then check out the 5 books in fixtures/ava_picks.png to patron 'Ava T.' with due date the Friday two weeks from today. Use the app's scan or manual ISBN entry.

Platforms: and · Android ios · iOS/iPadOS
Applications: Libib
Interfaces: mob · Mobile touch
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G3 · GUI-only
Interaction primitives: touch · Touch gestures type · Text & forms vis · Visual judgment
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

Grader exports the library CSV from the Libib web dashboard: 8 items available, 5 items checked out to Ava T. with the exact due date; no other item's status changed. Agent has no Libib web session or API key; only the phone app is signed in.

Proposed partial credit

40% eight check-ins; 40% five checkouts to the right patron; 20% due dates exact

R10.06.01.02-T05 Add a circulation rule for teen DVDs in Koha's rules matrix

Original instruction

Midway branch adds a DVD collection for teens. In Koha Administration › Circulation and fines rules, for library Midway, patron category Young Adult (YA) and item type DVD set: loan 7 days, 1 renewal of 7 days, 2 holds allowed, fine 0.25 per 1 day, overdue fine cap 5.00, no automatic renewal. Also set Midway's total checkout limit for YA to 15. Change no other library's rules.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: type · Text & forms click · Point & click nav · Pan/zoom/scroll
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

circulation_rules for (Midway, YA, DVD) equal the spec field by field; Midway/YA patron_maxissueqty=15; hash of all other circulation_rules rows equals the snapshot; a test checkout of a DVD to a YA patron gets due date today+7. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

50% rule values (per field); 20% YA checkout limit; 20% other rules untouched; 10% test checkout due date

R10.06.01.02-T06 Resolve a patron account: write-offs, payment and a found lost item

Original instruction

Resolve patron 23000512's account per fixtures/desk_ticket_0412.txt in Koha: write off the 3 overdue fines accrued 2026-09-02..09-09 (flood closure) with note 'Flood closure'; record a 3.50 cash payment against the oldest remaining charge; check in found lost item 39999000777 so the lost fee is refunded per policy while the processing fee stays. Final outstanding balance must be 12.25.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

accountlines/account_offsets: 3 OVERDUE debits cleared by WRITEOFF credits with the note; 3.50 CASH payment offset against the oldest debit; LOST debit refunded (LOST_FOUND), PROCESSING untouched; item itemlost=0 and checked in; outstanding total 12.25. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

30% write-offs with note; 25% payment on the oldest charge; 30% lost refund with processing fee kept; 15% balance 12.25

R10.06.01.02-T07 Build a saved SQL report of collection turnover in Koha

Original instruction

In Koha Reports create a saved SQL report 'FY26 turnover by collection' in report group 'Collection': for items with home library Main list collection code description, item count, checkouts (statistics type issue) dated 2025-07-01..2026-06-30, and turnover = checkouts/items rounded to 2 decimals, sorted by turnover descending. Run it and download output/fy26_turnover.csv.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: HY · Hybrid
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: code · Code & commands click · Point & click
Work product: WP02 · Records/table
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

saved_sql row with name and group; grader re-runs the saved SQL on a perturbed DB copy and compares to the reference query (catches hard-coded numbers); CSV equals reference rows exactly (order, rounding). Report must be saved through Koha, not inserted in saved_sql.

Proposed partial credit

20% report saved in group; 50% re-run on perturbed DB matches reference; 30% downloaded CSV exact

R10.06.01.02-T08 Set up course reserves with item overrides for a history course

Original instruction

Create course 'HIST 210 – Modern Europe' in Koha Course reserves: department History, term Fall 2026, instructor patron 23000620, enabled. Add the 8 items in fixtures/hist210_reserves.xlsx with overrides item type '2-hour reserve', shelving location 'Reserve Desk' and holding library Main. Two listed items are checked out: add them too and place item-level holds for staff patron 23000001, pickup Main.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: type · Text & forms click · Point & click multi · Cross-app
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

courses row (department, term, enabled) and course_instructors link; course_items for 8 items with itype/location/holdingbranch overrides enabled and items rows reflecting them; 2 item-level reserves for 23000001 at Main; no other items modified. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

20% course and instructor; 50% eight items with overrides, equal shares; 30% two item-level holds

R10.06.01.02-T09 Print the holds pull list and capture holds in Evergreen

Original instruction

In the Evergreen 3.13 web staff client at branch BR2, save the Holds Pull List as output/pull_br2.pdf, then capture holds by checking in the 12 barcodes in fixtures/pulled_br2.txt, routing transits for holds picked up elsewhere. Pulled item 39000000452 has a torn spine: mark it Damaged instead of capturing it so its hold retargets.

Platforms: web · Any OS (web)
Applications: Evergreen
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: type · Text & forms click · Point & click
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

action.hold_request: 11 holds with capture_time today and correct current_copy; local pickups have shelf_time, others have hold transits to the right library; 39000000452 status Damaged and its hold uncaptured; PDF lists the pull-list barcodes. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

15% pull list PDF; 45% 11 holds captured; 25% transits routed correctly; 15% damaged item handled

R10.06.01.02-T10 Reorder a FOLIO request queue by patron-group priority

Original instruction

In FOLIO Requests, open the request queue for instance 'Organic Chemistry, 10th ed.' (9 open hold/recall requests). Reorder the not-yet-filled requests per fixtures/queue_policy.md: Faculty and Staff patron groups first by request date, then Graduate, then Undergraduate, each by request date. Use the Reorder queue page; do not cancel, move or edit any request.

Platforms: web · Any OS (web)
Applications: FOLIO
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: drag · Drag & drop click · Point & click
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

mod-circulation request positions for the instance equal the expected order; request count, types, requesters and pickup points unchanged. Okapi is reachable only from the kiosk browser, so the queue must be reordered in the UI.

Proposed partial credit

40% faculty/staff block ordered; 30% graduate block; 20% undergraduate block; 10% nothing cancelled or edited

R10.06.01.02-T11 Merge duplicate patron records from a school import

Original instruction

fixtures/dupe_candidates.csv lists 5 suspected duplicate patron pairs from a school import into the sandbox Koha. Use Merge patrons for the true duplicates, keeping the record with the most recent checkout and its card number. One pair shares a name but differs in date of birth and guarantor: do not merge it; add circulation note 'Not duplicate – verified DOB' to both records instead.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms
Work product: WP08 · App/system state
Conditions: risk · Irreversible/risky
Proposed difficulty: 3 / 5

Proposed verifier

borrowers: 4 merged-away records gone; their issues, old_issues, accountlines and reserves now under the kept records with the right card numbers; the false-positive pair intact with the note in borrowernotes; borrower count delta exactly −4. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

60% four correct merges incl. kept card number, equal shares; 25% false-positive pair intact with notes; 15% no collateral deletions

R10.06.01.02-T12 Run a shelf inventory and flag missing items in Koha

Original instruction

Inventory Main, call numbers QA76–QA76.99. In Koha Tools › Inventory upload scanner file fixtures/stacks_scan_qa76.txt (412 barcodes) with last-seen date 2026-10-10 and check for items shelved out of order. Then with Batch item modification set Lost status 'Missing' on every item in the range that was not scanned, is not on loan and not in transit. Export out-of-order items to output/misshelved.csv.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms nav · Pan/zoom/scroll
Work product: WP08 · App/system state
Conditions: hidden · Hidden/stale state
Proposed difficulty: 4 / 5

Proposed verifier

items.datelastseen = 2026-10-10 for every scanned barcode; itemlost=4 on exactly the 9 unscanned, available, non-transit items (the 6 on-loan or in-transit ones untouched); misshelved.csv equals the 7 seeded out-of-order barcodes. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

30% last-seen dates; 40% exactly the 9 items set Missing; 30% misshelved list exact

R10.06.01.02-T13 Handle claimed-returned, declared-lost and override renewal in FOLIO

Original instruction

In FOLIO Users, patron 'Test, Dana' (barcode 7700512) has 5 open loans and sent fixtures/dana_email.txt. Act on it: mark 'The Hidden Life of Trees' Claimed returned with the date she gives; Declare lost the atlas she admits losing; override-renew the thesis copy to 2026-11-30 with comment 'Committee extension'; check in the DVD she dropped at the Main desk service point. Leave the fifth loan alone.

Platforms: web · Any OS (web)
Applications: FOLIO
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 3 / 5

Proposed verifier

Loans: claimed-returned action with claimedReturnedDate from the email; declared-lost loan with lost-item and processing fees per policy; thesis dueDate 2026-11-30 with override action and comment; DVD loan closed at Main service point; fifth loan unchanged. Okapi reachable only from the browser.

Proposed partial credit

20% claimed returned with date; 30% declared lost with fees; 25% override renewal date and comment; 25% DVD check-in at right service point and fifth loan untouched

R10.06.01.02-T14 Configure faculty terms of use and a fulfillment unit rule in Alma

Original instruction

In an Alma sandbox (Fulfillment Configuration, Main Library) create Terms of Use 'Faculty Semester Loan': loan period 120 days, renewable, 2 renewals of 120 days, no overdue fine. In fulfillment unit 'General Collection' add a loan rule with input parameter User Group = Faculty using it, ordered above the default rule. Check the result with the Fulfillment Configuration Utility for user FAC-001 and barcode 3901234.

Platforms: web · Any OS (web)
Applications: Alma
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms
Work product: WP08 · App/system state
Conditions: licensed · Licensed pro app
Proposed difficulty: 4 / 5

Proposed verifier

Grader reads sandbox config: TOU policies equal spec; rule with User Group=Faculty precedes the default; test loans of 3 items to FAC-001 and a staff user give due dates today+120 for faculty and unchanged for staff. No Alma Developer Network API key is issued to the agent, so the configuration is reachable only in the browser UI under the sandbox staff login.

Proposed partial credit

35% TOU policy values; 35% rule parameters and order; 30% test-loan due dates

R10.06.01.02-T15 Build an Alma Analytics pivot of FY26 loans by user group and library

Original instruction

In Alma Analytics (sandbox), build an analysis in the Fulfillment subject area: loans with loan date 2025-07-01..2026-06-30, excluding User Group 'Test', as a pivot table with User Group rows, Library columns and row/column totals. Save it as /Shared Folders/Sandbox/Reports/FY26 Loans by Group and export to output/fy26_loans.xlsx.

Platforms: web · Any OS (web)
Applications: Alma Analytics
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: drag · Drag & drop click · Point & click type · Text & forms
Work product: WP02 · Records/table
Conditions: licensed · Licensed pro app
Proposed difficulty: 4 / 5

Proposed verifier

Saved analysis exists at the path with Fulfillment subject area, date filter and Test exclusion; exported xlsx pivot cells equal ground-truth counts from the sandbox loan fixture (exact integers, incl. totals); file metadata shows an Analytics export. No Analytics API key is issued and the shell has no route to the data warehouse; the catalog object must be saved by the agent's browser session (owner = sandbox staff user).

Proposed partial credit

20% saved at path; 30% filters correct; 40% pivot values exact; 10% totals

R10.06.01.02-T16 Fill the state annual report from Koha statistics wizards

Original instruction

Fill cells C12:C18 of the state annual library report fixtures/state_ar_fy26.xlsx for FY 2025-07-01..2026-06-30 using Koha's circulation and patron Statistics wizards: total checkouts, renewals, juvenile checkouts, adult checkouts, items added, registered patrons at year end, new registrations. Save as output/state_ar_fy26.xlsx in Excel and keep the D-column formulas intact.

Platforms: win · Windows mac · macOS
Applications: Koha · Excel
Interfaces: brow · Browser desk · Desktop GUI
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: multi · Cross-app type · Text & forms click · Point & click
Work product: WP02 · Records/table
Conditions: multiapp · Multi-app
Proposed difficulty: 4 / 5

Proposed verifier

Each of the 7 cells equals the ground-truth query on the fixture DB (exact integers); D-column formulas unchanged and recalculated; no other sheet edits. Values are cross-checked against Koha's statistics table. The shell has no DB credentials or Koha API keys, so figures are reachable only via the browser session; the xlsx must be saved by Excel (app metadata), not written by a script library.

Proposed partial credit

70% seven metric cells, equal shares; 20% formulas intact; 10% saved at path

R10.06.01.02-T17 Close a branch for renovation: calendar, due dates and holds

Original instruction

Eastside branch closes for renovation 2026-11-02..2027-01-29. In Koha: add the closure as a date range on Eastside's calendar; use Batch extend due dates to move Eastside loans due in that window to 2027-02-01; change the pickup library of all pending Eastside holds to Main, except the 4 patrons in fixtures/suspend_requests.csv whose holds you suspend until 2027-02-01; then make Eastside unavailable as a pickup location.

Platforms: web · Any OS (web)
Applications: Koha
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms nav · Pan/zoom/scroll
Work product: WP08 · App/system state
Conditions: long · Long-horizon
Proposed difficulty: 5 / 5

Proposed verifier

special_holidays cover every date in the range for Eastside only; Eastside issues with date_due in the window now 2027-02-01, others unchanged; reserves: pickup Main except 4 suspended with suspend_until 2027-02-01; branches.pickup_location=0 for Eastside; unrelated rows hash-equal. Shell has no DB credentials, API keys or route to the ILS; only the browser session reaches it.

Proposed partial credit

20% calendar range; 30% due dates extended exactly; 30% holds moved or suspended; 20% pickup flag set with no collateral changes

R10.06.01.02-T18 Create equipment loan policies and edit FOLIO circulation rules

Original instruction

Media Lab now lends equipment. In FOLIO Settings › Circulation create loan policy '4-hour equipment' (rolling 4 hours, due time truncated to service-point closing, 1 renewal), request policy 'No requests' and overdue fine policy '1.00 per hour'. Edit the Circulation rules so material type 'equipment' at location Media Lab uses them for every patron group except Staff (keep existing 8-hour policy) without changing any other outcome.

Platforms: web · Any OS (web)
Applications: FOLIO
Interfaces: brow · Browser
GUI need · task setting: G2 · GUI-essential
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: type · Text & forms click · Point & click code · Code & commands
Work product: WP08 · App/system state
Conditions: None declared
Proposed difficulty: 5 / 5

Proposed verifier

Grader queries policy resolution for a 40-tuple matrix (patron group × material × loan type × location) vs expected; policy fields exact; a test checkout at 16:30 to an undergrad is due at service-point close. Okapi reachable only from the browser; rules saved by the UI user.

Proposed partial credit

25% loan policy fields; 15% request and fine policies; 45% 40-tuple matrix (proportional); 15% closing-time checkout test

R10.06.01.02-T19 Weed low-use math titles with FOLIO Lists and Bulk edit

Original instruction

Weed Main Stacks per fixtures/crew_criteria.md: items in call numbers QA1–QA699, publication year ≤2004, no loans since 2019-01-01 (see fixtures/circ_history_qa.csv), excluding items with note 'Local author' or loan type 'Rare'. Build the candidates in FOLIO Lists (save as 'QA weeding FY27'), export output/qa_weed.csv, then use Bulk edit to set exactly those items to Withdrawn with administrative note 'Weeded FY27'. Sandbox tenant.

Platforms: web · Any OS (web)
Applications: FOLIO
Interfaces: brow · Browser
GUI need · task setting: HY · Hybrid
GUI need · ordinary access: G2 · GUI-essential
Interaction primitives: click · Point & click type · Text & forms multi · Cross-app
Work product: WP08 · App/system state
Conditions: risk · Irreversible/risky long · Long-horizon
Proposed difficulty: 5 / 5

Proposed verifier

Saved list exists; qa_weed.csv equals the 38-item gold set (F1); after bulk edit exactly those items have status Withdrawn plus note, all other items hash-equal; bulk-edit job log shows a UI job by the agent's user. Okapi reachable only from the browser.

Proposed partial credit

20% saved list; 30% CSV matches gold set (F1); 40% exactly the gold items withdrawn with note; 10% no collateral edits

R10.06.01.02-T20 Withdraw low-use items with Sierra Create Lists and Global Update

Original instruction

In the Sierra Desktop App (training server) use Create Lists to build review file 'MSTK low use': item records in location 'mstk', status '-', last check-in before 2021-01-01, total checkouts ≤1, attached bib publication date before 2000. Export barcode, call number and total checkouts to output/mstk_lowuse.txt, then Global Update those items to status 'w' (Withdrawn) and ICODE2 'n'.

Platforms: win · Windows mac · macOS
Applications: Sierra Desktop App
Interfaces: desk · Desktop GUI
GUI need · task setting: G3 · GUI-only
GUI need · ordinary access: G3 · GUI-only
Interaction primitives: click · Point & click type · Text & forms key · Shortcuts
Work product: WP08 · App/system state
Conditions: licensed · Licensed pro app risk · Irreversible/risky
Proposed difficulty: 5 / 5

Proposed verifier

Read-only sierra_view SQL: review file holds exactly the gold record set; export matches; item status/icode2 changed on exactly those records, others unchanged. Agent has no Sierra API key; record history must show a Global Update by the training login.

Proposed partial credit

35% review file set (F1); 15% export file; 40% Global Update on exactly the set; 10% no collateral changes

Mapped research references

No benchmark reference is assigned to this class in the current mapping.

In this workflow family

R15.02.01.01 Cataloging & MARC remediation