Test 1: Merge Authority Items

Action

• Click on the Tools item in the top menu bar

• Click on the Data Updates tab, and then Merge Authority Items

Expected

• Merge Authority Items data update description will show on the right

Action

• Click on the Run button at the top or bottom of the Merge Authority Items description page

Expected

• The Merge Authority Items source/target selection popup will open

Action

• Click on the Select button (underneath Record*)

Expected

• The SOURCE term search dialogue will open

Action

• Select your assigned Authority (e.g. Citation) from the dropdown at the top of the page

• Enter QA Source into the keyword search box

• Click on the Search button at the bottom of the page

Expected

• A list of search results will be returned; at least one result should be QA Source [Authority], e.g. QA Source Work.

Action

• Click on the checkbox to the left of the QA Source search result

• Click on Use Selection

Expected

• You will return to the Merge Authority Items source/target selection popup

• The QA Source term will be in the Record* box

Action

• Click in the box under Target Record*

• Enter in QA Target

Expected

• The predictive search interface will return a list of search results; at least one result should be QA Target [Authority], e.g. QA Target Work

Action

• Click on the QA Target Term

Expected

• The QA Target Term will appear in the Target Record* Box

Action

• Click on the Run button

Expected

• You will receive a confirmation message: “Completed Merge Authority Items: [Some number of] records affected. Updated the target record, QA TARGET [Authority]. [Some number of] records referenced the source record, QA SOURCE [Authority]. Deleted the source record, QA SOURCE [Authority].”

Test 2 - Confirm Authority Items Merged

Action

• In the top search box, choose your assigned Authority from the dropdown

• Search for QA Source

Expected

• Only QA Target will be returned

Action

• Click on QA Target

Expected

• QA Source will appear as a non-preferred term for QA Target

Action

• In the top search box, choose Objects from the dropdown

  • Exception: If you are testing Storage Locations, choose Location/Movement/Inventory

• Search for QA Merge

Expected

• At least one record with an ID number that contains QA Merge Source will be returned

Action

• Click on the record ID that contains QA Merge Source

• After the record opens, check the following field depending on your assigned authority to confirm that the Source term has been replaced by the Target term:

  • Citations: Object > Reference Information > Reference

  • Concepts: Object > Object Description Information > Content > Concept

  • Organizations: Object > Object Production Information > Object Production Organization

  • Persons: Object > Object Production Information > Object Production Person

  • Places: Object > Object Collection Information > Field Collection Place

  • Storage Locations: Location/Movement/Inventory > Current Location

  • Taxon: Object > Object Description Information > Biological Information > Scientific name

  • Work: Object > Object Description Information > Content > Work

Test 3 - Repeat for all Authorities Noted in Your Test Plan