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7.2 Release Special Instructions

The following authorities are new with the 7.2 release of CollectionSpace.

Chronology: Event, Era and Historic Period
Place: Archaeological

Data Entry

Test 1: Vocabularies

Actions:
1. From the Create New screen, click on the Local Vocabulary under the Authority appropriate to your QA assignment (e.g. Citation: Local)
  1. Exception: the Concept Authority does not have a Local vocabulary; use Associated in place of Local
Expected:
- A blank Authority term record editing page should appear
- In the top right corner, the label "Authority Name - Vocabulary Name" should appear (e.g. Citation - Local)
Actions:
1. Write "Authority Name - Vocabulary Name - Your Initials" in the Display Name field and save the record (e.g. Citation - Local - MF)
Expected:
- The record should save as expected and the label "Authority Name - Vocabulary Name" should still appear in the top right corner
Actions:
1. Return to the Create New screen and click on the other Vocabulary under the authority appropriate to your QA assignment (e.g. Citation: WorldCat)
  1. Exception: for Concept, use Material for your second example
  2. Exception: for Taxon, there is only a Local Vocabulary in the default profile
Expected:
- A blank Authority term record editing page should appear
- In the top right corner, the label " Authority Name - Vocabulary Name" should appear (e.g. Citation - WorldCat)
Actions:
1. Write "Authority Name - Vocabulary Name - Your Initials" in the Display Name field and Save the record (e.g. Citation - WorldCat - MF)
Expected:
- The record should save as expected and the label "Authority Name - Vocabulary Name" should still appear in the top right corner
Actions:
1. Using the top center search bar, write "Authority Name" in the keyword search
2. Select the name of the Authority appropriate to your QA test from the drop down and press Search
Expected:
- Both records you created should appear in the search results
Actions:
1. Using the top center search bar, write "Name" in the keyword search
2. Select Local from the drop down and press Search
Expected:
- Only the first record you just created should appear in the search results
Actions:
1. Click on the record for that appears in the search results
Expected:
- The record should load and the label "Authority Name - Vocabulary Name" should appear in the top right corner
Actions:
1. Using the top center search bar, write "Vocabulary Name" in the keyword search
2. Select the non-Local option of your Authority from the drop down and press Search
Expected:
- Only the second record you created should appear in the search results
Actions:
1. Click on the record that appears in the search results
Expected:
- The record should load and the label "Authority Name - Vocabulary Name" should appear in the top right corner
Actions:
1. Create a new Procedural record and fill in the required fields (Procedure type noted below)
2. Write the name of the Authority in the field noted below by Authority:
  1. Chronology Field Collections: Object > Field Collection Event AND Concept Event or period/era
  2. Chronology Era: Concept Event or period/era
  3. Chronology Period: Associated Event or period/era
  4. Place Archaeological Site: Object > Field collection site
    
    SKIP e-m for 7.2 release -->>
  5. Citation: Cataloging > Reference Information > Reference
  6. Concept: Cataloging > Object Description Information > Content > Concept
  7. Material (Materials profile): Cataloging > Object Description Information > Material name
  8. Organization: Exhibition > Exhibition information > Exhibition sponsor
  9. Person: Exhibition > Exhibition information > Exhibition sponsor
  10. Place: Exhibition > Exhibition information > Venue Name
  11. Storage Location: Location/Movement/Inventory > Object location information > Current location
  12. Taxon (Anthro profile): Cataloging > Object Description Information > Biological Information > Scientific Name
  13. Work (FCART profile): Cataloging > Object Description Information > Content > Content - Work
Expected:
- Both Authority terms you created should appear in the term completion drop down
Actions:
1. Choose the term from the Local vocabulary
2. Save the record
Expected:
- The term you selected remains in the field and appears under the Terms Used menu in the right sidebar
Actions:
1. Click on the term in the Terms Used section of the right sidebar
Expected:
- You successfully pivot to the record for your term
Actions:
1. Create another new Procedural record of the same type and fill in the required fields
2. Write the name of the Authority in the field noted below by Authority
  1. Chronology Field Collections: Object > Field Collection Event AND Concept Event or period/era
  2. Chronology Era: Concept Event or period/era
  3. Chronology Period: Associated Event or period/era
  4. Place Archaeological Site: Object > Field collection site
    
    SKIP e-m for 7.2 release -->>
  5. Citation: Cataloging > Reference Information > Reference
  6. Concept: Cataloging > Object Description Information > Content > Concept
  7. Material (Materials profile): Cataloging > Object Description Information > Material name
  8. Organization: Exhibition > Exhibition information > Exhibition sponsor
  9. Person: Exhibition > Exhibition information > Exhibition sponsor
  10. Place: Exhibition > Exhibition information > Venue Name
  11. Storage Location: Location/Movement/Inventory > Object location information > Current location
  12. Taxon (Anthro profile): Cataloging > Object Description Information > Biological Information > Scientific Name
  13. Work (FCART profile): Cataloging > Object Description Information > Content > Content - Work
Expected:
- Both Authority terms you created should appear in the term completion drop down
Actions:
1. Choose the term from the non-Local vocabulary (e.g. ULAN, WorldCat, etc.)
2. Save the record
Expected:
- The term you selected remains in the field and appears under the Terms Used menu in the right sidebar
Actions:
1. Click on the term in the Terms Used section of the right sidebar
Expected:
- You successfully pivot to the record for your term

Test 2: Display Name

Actions:
1. Create a new Authority term record of any type
2. Click the Save button
Expected:
- The message "Term display name is required. Please enter a value." should be displayed at the bottom of the screen
- The Authority term record should not be saved
Actions:
1. Enter a display name of your choosing into the Display Name field
2. Tab out of the Display Name field
Expected:
- Your Display Name should now be displayed near the top of the record
Actions:
1. Click the button to create a new repeatable Term Group. (You may need to scroll down to see this new Term Group.)
2. Enter a different display name of your choosing into the Display Name field of this second Term Group
3. Set this new field as primary by clicking on the number/arrow to the left of the field until it is in the top position
Expected:
- Your new Display Name should be displayed above the tabs

Test 3: All Fields Saved on New and Edited Authority Term Record

Actions:
1. Variation a: Create a new Authority term record appropriate to your QA assignment
2. Variation b: Edit an existing Authority term record (search for a term you know exists, using the top center search area)
3. Fill out the entire record (except for the Hierarchy section at bottom) based on the following:
  - In the drop-down boxes , select something other than the first item in the list
  - In the authority fields , write something and select a matching term from the list or click to add the term to an authority
  - In the regular text areas write regular text
4. Create at least two fields or groups for any repeatable fields or groups by clicking on the + sign at the bottom left of the field
5. Click the bottom save button
Expected:
- A "Saved" message should appear at the bottom of the page
- After the "Saved" message appears, all the fields should contain the same value as you entered/selected
- After the "Saved" message appears, authority terms should be displayed under Terms Used
- After the "Saved" message appears, the newlines should still be present in text areas
- After the "Saved" message appears, text should be present in all instances of repeatable fields

Test 5: Removing Values From All Fields

Actions:
1. Continue from Test 3 or open an existing Authority term record
2. Remove the values from all the fields in the record, except the Preferred Display Name.
  1. NB: After you've removed any non-preferred Display Name(s), remember to delete the repeating group that had contained the non-preferred term (by clicking the 'x' next to the group). Otherwise, you will receive the "At least one term display name is required. Please enter a value" error message upon trying to save.
3. Click the Save button
4. Expected:
  1. A "Saved" message should appear at the bottom of the page
  2. The header above the tabs should show only the Display Name for the Authority term record
  3. All the fields should remain empty
5. Actions:
  1. Delete the Display Name
  2. Click the save button
6. Expected:
  1. The message "At least one term display name is required. Please enter a value." should be displayed at the bottom of the screen
  2. The Authority term record should not be saved

Test 6: Fold/Unfolding Boxes

Actions:
1. Variations: Do this for each of the boxed areas
  1. Click the fold symbol or the text next to it
2. Expected:
  1. First time the boxed area should fold, and symbol should change to unfold
  2. Second time the boxed area should unfold, and symbol should change back to fold

Test 7: Deletion of Record

Actions:
1. Create a new Authority term record appropriate to your QA assignment and fill in at least the Display Name
  1. Take note of the Display Name of the record
  2. Save the record
  3. Click the Delete button at the bottom of the record
2. Expected:
  1. A dialog should appear asking you to confirm deletion
3. Actions:
  1. Click cancel.
4. Expected
  1. Dialog should be dismissed
  2. No other changes should occur.
5. Actions:
  1. Click the Delete button again
6. Actions:
  1. Click the close symbol
7. Expected
  1. Dialog should be dismissed
  2. No other changes should occur.
8. Actions:
  1. Click the Delete button again
  2. In the appearing dialog, click Delete
9. Expected:
  1. You are redirected to the main Search page

Actions:
1. Using the top center search area, enter the Display Name of the deleted record
2. Expected:
  1. The Authority term record should not be found.

Actions:
1. Create new or edit an existing Procedural record and fill in the required fields (Procedure type noted below)
2. Write any term in the field noted below by Authority:
  1. Chronology Field Collections: Object > Field Collection Event AND Concept Event or period/era
  2. Chronology Era: Concept Event or period/era
  3. Chronology Period: Associated Event or period/era
  4. Place Archaeological Site: Object > Field collection site
    
    SKIP e-m for 7.2 release -->>
  5. Citation: Cataloging > Reference Information > Reference
  6. Concept: Cataloging > Object Description Information > Content > Concept
  7. Material (Materials profile): Cataloging > Object Description Information > Material name
  8. Organization: Exhibition > Exhibition information > Exhibition sponsor
  9. Person: Exhibition > Exhibition information > Exhibition sponsor
  10. Place: Exhibition > Exhibition information > Venue Name
  11. Storage Location: Location/Movement/Inventory > Object location information > Current location
  12. Taxon (Anthro profile): Cataloging > Object Description Information > Biological Information > Scientific Name
  13. Work (FCART profile): Cataloging > Object Description Information > Content > Content - Work
3. Save the record
4. Repeat Actions 1, 2, and 3 using the same term from Action 2 again.
5. Actions:
  1. Click on the authority term in the right sidebar of the Procedural record
  2. Click the "Delete" button at the top or bottom of the record
6. Expected:
  1. A dialog should appear warning that “(Display Name) cannot be deleted because it is used by other records."
  2. The record should not be deleted.

Test 8: Docking Title Bar

Actions:
- Continue from Test 7 (or create a new record)
  - If your browser has a scroll bar visible, scroll the page down
- Expected:
  - The title bar (term name, record/vocabulary type) should remain pinned to the top of the page while you scroll
- Actions
  - If your browser does not have a scroll bar visible, add enough instances of a repeatable field to lengthen the page to where a scroll bar is necessary
  - Scroll the page down
- Expected:
  - The title bar (term name, record/vocabulary type) should remain pinned to the top of the page while you scroll

Warnings

Test 11: Revert Buttons

Actions:
1. Open an existing Authority term record appropriate to your QA test; do not make any changes
  1. Variation A: Click Revert button at the top of the page
  2. Variation B: Click Revert button at the bottom of the page
2. Expected:
  1. Revert buttons should be disabled and nothing should happen
3. Actions:
  1. Edit at least one field
  2. Tab or click outside of that field
  3. Variation A: Click Revert button at the top of the page
  4. Variation B: Click Revert button at the bottom of the page
4. Expected:
  1. Revert button should be active
  2. Record should be reverted to before changes were made
5. Actions:
  1. Click the Save button
  2. Variation A: After successful save, click the Revert button at the top of the page
  3. Variation B: After successful save, click the Revert button at the bottom of the page
6. Expected:
  1. Revert button should be disabled and nothing should happen

Test 13: Warning When Leaving Page with Unsaved Changes

- Actions:
  1. Variation a: Create a new Authority term record appropriate to your QA test
  2. Variation b: Edit an existing Authority term record appropriate to your QA test
  3. Enter any display name or edit at least one field
  4. Click the Search menu item
- Expected:
  - A dialog should appear, warning that you are leaving a page with unsaved changes
- Actions:
  1. Variation I: click Don't Leave button
  2. Variation II: click Save and Continue button
  3. Variation III: click the Revert and Continue button (i.e. Don't Save)
  4. Variation IV: click the close symbol in the top right corner
- Expected:
  1. on (I) and (IV): Dialog should be dismissed without any changes (no saves or redirects)
  2. on (II): Changes to Procedural record should be saved and user redirected to expected page. Check whether saved by navigating back to the record.
  3. on (III): Changes Procedural record should not be saved and user should be redirected to the expected page. Check whether saved by navigating back to the record.

Keyboard Navigation

Please note: If testing with Safari, in order to be able to tab to all the controls, you need to either hold down the option key while pressing tab, or check the option labeled "Press Tab to highlight each item on a webpage" in Preferences/Advanced.

Test 21: All fields available via the keyboard

Actions:
1. Use tab through the entire form
Expected:
- Each of the fields should be reachable
- The Save, Cancel, Revert, and Delete buttons should all reachable
- The folding functionality should be usable (tab to it and hit space)
- You should be able to change the order of fields

Test 33: Vocabulary Fields Usable Via Keyboard

Actions:
1. Go to a field that points to an Authority (marked with a )
2. Variation a: Write a prefix to an existing Authority term
3. Variation b: Write a nonexistent Authority term
Expected
- Variation a: The drop down of existing authorities should be reachable using keyboard only
- Variation b: The options of Clear and Add on the appearing dialog should be available using keyboard only