Preferred and Non Preferred Term Workflows
- Megan Forbes
Using the Person Authority as an exemplar, with a configuration where the use of NPTs is allowed.
| Scenario | Current behavior | Preferred behavior |
|---|---|---|
| Preferred term Test PT is added to Person Authority Record + used in a record | Test PT can be found/used by all fields pointing to the person authority | |
| Preferred term Test PT is edited/changed to read Test PTx | All instances where Test PT is in use are updated to Test PTx | Current behavior correct. |
| Nonpreferred term Test NPT-A is added to Person Authority Record + used in a record | Test NPT-A can be found/used by all fields pointing to the person authority | |
| Nonpreferred term Test NPT-B is added to Person Authority Record + used in a record | Test NPT-B can be found/used by all fields pointing to the person authority | |
| Preferred term changed from Test PT to Test NPT-A | All instances where Test PT is in use are updated to Test NPT-A | Current behavior is correct |
| Preferred term Test PT is deleted (not the whole record, just the term) | All instances where Test PT is in use are updated to Test NPT-A | CSpace should not allow deletion. Error rendering macro 'jira' : Unable to locate Jira server for this macro. It may be due to Application Link configuration. |
| Nonpreferred term Test NPT-B is edited/changed to read Test NPT-Bx | All instances where Test NPT-B is in use remain the same Editing a different field in a record where Test NPT-B is in use does not update the authority reference Only Test NPT-Bx can be found/used while editing fields pointing to the person authority Right sidebar references to both Test NPT-B and Test NPT-Bx remain, and link to the record for Test NPT-A | References to Test NPT-B should update to Test NPT-Bx.
|
| Nonpreferred term Test NPT-Bx is deleted | All instances where Test NPT-B and Test NPT-Bx are in use remain the same Test NPT-Bx cannot be found/used while editing fields pointing to the person authority Right sidebar references to both Test NPT-B and Test NPT-Bx remain, and link to the record for Test NPT-A | CSpace should not allow deletion.
|
| Preferred term Test PT is added to Person Authority Record + used in a record | Test PT can be found/used by all fields pointing to the person authority | |
| Nonpreferred term Test NPT-A is added to Person Authority Record + used in a record | Test NPT-A can be found/used by all fields pointing to the person authority | |
| Nonpreferred term Test NPT-A is used in the Narrower Term field of an authority hierarchy | After save, narrower term field shows Test PT as the narrower term | Current behavior is correct.
|
| Terms Test PT and Test NPA-A are both used in records. User searches for Test PT via keyword search. | Only records using Test PT are returned. | All records using Test PT and its NPTs are returned.
|
| Terms Test PT and Test NPT-A are both used in records. User searches for Test NPT-A via keyword search. | Only records using Test NPT-A are returned. | All records using Test PT and its NPTs are returned.
|
| Terms Test PT and Test NPA-A are both used in records. User searches for Test PT via advanced search. | Only records using Test PT are returned. | Now: All records using Test PT and its NPTs are returned.
Future would be nice: User given option to include PT and all NPTs in search results. |
| Terms Test PT and Test NPT-A are both used in records. User searches for Test NPT-A via advanced search. | Only records using Test NPT-A are returned. | Now: All records using Test PT and its NPTs are returned.
Future would be nice: User given option to include PT and all NPTs in search results. |
| Preferred term Delete Test 1 is added to Person Authority Record + not used in a record | Delete Test 1 can be found/used by all fields pointing to the person authority | |
| Nonpreferred term Delete Test 2 is added to the same Person Authority Record + used in a record | Delete Test 2 can be found/used by all fields pointing to the person authority | |
| Term record Delete Test 1 is deleted | Record cannot be deleted | Current behavior is correct. |