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		<updated>2026-05-25T11:03:42Z</updated>
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	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Digital_object_tests&amp;diff=2985</id>
		<title>Development/Functional testing/Digital object tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Digital_object_tests&amp;diff=2985"/>
				<updated>2020-09-19T01:35:48Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Digital object tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Digital object tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
== General behaviour ==&lt;br /&gt;
*Clicking Link digital object in information object show screen opens Upload digital objects screen&lt;br /&gt;
*User can browse for a digital object to upload&lt;br /&gt;
*User can link to an external URL to upload a digital object&lt;br /&gt;
*Clicking Create opens the show screen for the information object with digital object displayed as reference display copy&lt;br /&gt;
*Digital object metadata are automatically added to the information object show screen, as follows: Filename (if object was uploaded from file system), URL (if object was uploaded from external link) Media type, Mimetype, Filesize, Uploaded&lt;br /&gt;
**NOTE: when testing, remember these elements can be hidden to public users via Visible elements module&lt;br /&gt;
*Digital objects appear in browse results in appropriate categories: audio, image, other, text, video&lt;br /&gt;
*Digital objects appear in carousel viewer at aggregate levels of description&lt;br /&gt;
*Digital objects can be located via digital object browse page&lt;br /&gt;
&lt;br /&gt;
== Text files ==&lt;br /&gt;
*In the information object show screen, clicking on the reference display object opens the master digital object (if the user's permissions are set to allow it)&lt;br /&gt;
*Clicking on the reference display area allows user to open or download object&lt;br /&gt;
*Unauthenticated users and users without view master permissions cannot open and download master digital object&lt;br /&gt;
&lt;br /&gt;
== Image files ==&lt;br /&gt;
*In the information object show screen, clicking on the reference display object opens the master digital object or allows the user to open or save the object&lt;br /&gt;
*Users can right-click or command-click the image representation and receive options: Open link in new tab; Open link in new window; Bookmark link; Save link as; Send link; Copy link location; View image; Copy image; Copy image location; Save image as; Send image; and View image info.&lt;br /&gt;
*Unauthenticated users and users without view master permissions cannot open and download master digital object&lt;br /&gt;
&lt;br /&gt;
== Video files ==&lt;br /&gt;
*Clicking &amp;quot;play&amp;quot; in the reference display copy plays the video&lt;br /&gt;
*Associated audio streams are also played&lt;br /&gt;
*Left-clicking &amp;quot;download movie&amp;quot; opens up the master digital object (depends on browser support)&lt;br /&gt;
*Right-clicking &amp;quot;download movie&amp;quot; allows the user to save the save the file (eg &amp;quot;Save link as&amp;quot;)&lt;br /&gt;
*Users can right-click or command-click &amp;quot;download movie&amp;quot; and receive options: Open link in new tab; Open link in new window; Bookmark link; Save link as; Send link; and Copy link location.&lt;br /&gt;
*Unauthenticated users and users without view master permissions cannot open and download master digital object&lt;br /&gt;
&lt;br /&gt;
== Audio files ==&lt;br /&gt;
*Clicking &amp;quot;play&amp;quot; in the reference display copy plays the audio file, or prompts user to download the file, depending on the format&lt;br /&gt;
*Left-clicking &amp;quot;download audio&amp;quot; opens up the master digital object (depends on browser support)&lt;br /&gt;
*Right-clicking &amp;quot;download audio&amp;quot; allows the user to save the save the file (eg &amp;quot;Save link as&amp;quot;)&lt;br /&gt;
*Users can right-click or command-click &amp;quot;download audio&amp;quot; and receive options: Open link in new tab; Open link in new window; Bookmark link; Save link as; Send link; and Copy link location.&lt;br /&gt;
&lt;br /&gt;
== Multi-page files ==&lt;br /&gt;
*User can upload multi-page files&lt;br /&gt;
*All pages in the multi-page file are uploaded&lt;br /&gt;
*Reference display copy shows first page of a multi-page file unless a different page has been chosen for display (see Digital Object Derivatives in [[Development/Functional_testing/Admin_tests]])&lt;br /&gt;
*User can page through pages in reference display copy&lt;br /&gt;
*Clicking on reference display copy opens master digital object in a new window&lt;br /&gt;
&lt;br /&gt;
== Editing digital object ==&lt;br /&gt;
*In information object view screen, clicking on &amp;quot;Edit digital object&amp;quot; button opens the edit digital object view screen&lt;br /&gt;
*User can change media type&lt;br /&gt;
*User can delete reference representation and substitute new representation&lt;br /&gt;
*User can delete thumbnail representation and substitute new representation&lt;br /&gt;
*Clicking Save opens information object show screen with all changes saved&lt;br /&gt;
*Substituted reference and thumbnail representations are correctly resized&lt;br /&gt;
*Clicking Delete results in confirmation message: &amp;quot;Are you sure you want to delete the digital object linked to....?&amp;quot;&lt;br /&gt;
**Clicking Cancel returns user to digital object edit screen and digital object is not deleted&lt;br /&gt;
**Clicking Confirm opens the information object show screen and digital object is deleted&lt;br /&gt;
&lt;br /&gt;
== Multi-file upload ==&lt;br /&gt;
*In information object show screen, clicking Import digital objects opens Upload multiple digital objects screen&lt;br /&gt;
*User can edit title it Title field&lt;br /&gt;
*User can select level of description&lt;br /&gt;
*Clicking the &amp;quot;select files&amp;quot; link opens a file browser&lt;br /&gt;
*User can select multiple objects from the file browser&lt;br /&gt;
*Digital objects are previewed, along with Title, Filename, and Filesize&lt;br /&gt;
*Can edit Title for previewed objects&lt;br /&gt;
*Can delete previewed objects&lt;br /&gt;
*If filesize exceeds maximum allowed upload size, a warning message appears&lt;br /&gt;
*If digital object is a duplicate of another digital object in the same upload, a warning message appears&lt;br /&gt;
*User can select more files before importing&lt;br /&gt;
*Clicking Import opens information object show screen&lt;br /&gt;
*Carousel viewer is visible in in information object show screen&lt;br /&gt;
*Objects are displayed as children of the current record in the hierarchy treeview&lt;br /&gt;
*Child level show screens open digital object displayed as reference display copy; behaviour is same as described in General behaviour, above&lt;br /&gt;
&lt;br /&gt;
== Enhanced digital object display ==&lt;br /&gt;
&lt;br /&gt;
*'''When an AtoM user links a digital object to an archival description:'''&lt;br /&gt;
*Then the &amp;quot;Digital object metadata&amp;quot; section on the archival description view page will include an &amp;quot;Access Copies&amp;quot; subsection.&lt;br /&gt;
*And an unauthenticated user will not see a digital object and its &amp;quot;Access copies&amp;quot; metadata if the archival description it is attached to has a &amp;quot;draft&amp;quot; instead of &amp;quot;published&amp;quot; status.&lt;br /&gt;
*And Clicking on the &amp;quot;Access copies&amp;quot; subsection label link will collapse or expand the subsection.&lt;br /&gt;
*And the &amp;quot;Access Copies&amp;quot; subsection will include metadata about the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; representations of the digital object. Specifically: filename, media type, mime-type, filesize, and uploaded.&lt;br /&gt;
*And an administrator user can toggle the display of specific &amp;quot;Digital object metadata&amp;quot; section fields on or off in the *Admin &amp;gt; Settings &amp;gt; Visible Elements* section. This only affects display for unauthenticated users. Any authenticated users will see all metadata elements in each section as long as those fields contain a value.&lt;br /&gt;
*And when the Reference representation or Thumbnail representation is deleted via the &amp;quot;Edit digital object&amp;quot; page, then the &amp;quot;Reference copy&amp;quot; and/or &amp;quot;Thumbnail copy&amp;quot; metadata is no longer displayed on the archival description view page. Additionally, the thumbnail is not show on Browse pages and the reference copy is not displayed on view pages.&lt;br /&gt;
*And filename for each representation is either shown as plain text or as a hyperlink. If it is a hyperlink, it indicates that this user has access to this representation. Clicking on the hyperlink will load this representation.&lt;br /&gt;
*And if the filename is in hyperlink format, the icon underneath the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; label is coloured black. It is coloured grey if the user does not have access and the hyperlink is not shown.&lt;br /&gt;
* And access to the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; can be configured per user group. The &amp;quot;Access master&amp;quot;, &amp;quot;Access reference&amp;quot;, and/or &amp;quot;Access thumbnail&amp;quot; permission can be set to &amp;quot;Grant&amp;quot; or &amp;quot;Deny&amp;quot; for any user group, including unauthenticated (&amp;quot;anonymous&amp;quot;) users.&lt;br /&gt;
* And access to the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; may be overridden by actionable PREMIS rights configured for individual archival descriptions and their digital object. If a PREMIS right is added to an archival description where the &amp;quot;Act&amp;quot; is &amp;quot;Disseminate&amp;quot; and the &amp;quot;Restriction&amp;quot; is &amp;quot;Disallow&amp;quot;, then the hyperlinks in the Digital object metadata section are no longer active, all the document icons are coloured grey, and the reference copy of the digital object is no longer displayed on the archival description view page. Instead the customizable text of the &amp;quot;Disallow statement&amp;quot; is displayed at the top of the page as well as in a &amp;quot;Permissions&amp;quot; field for each Access copy representation (e.g. &amp;quot;Access to this record is restricted because it contains personal or confidential information. Please contact the Reference Archivist for more information on accessing this record.&amp;quot;).&lt;br /&gt;
* And if the &amp;quot;Restriction&amp;quot; is changed to &amp;quot;Conditional&amp;quot; and the default permission settings are enabled then the &amp;quot;Reference copy&amp;quot; and &amp;quot;Thumbnail copy&amp;quot; become available again as hyperlinks and these representations are once again displayed on the AtoM templates. The customizable text for the &amp;quot;Condition Statement&amp;quot; is displayed in a &amp;quot;Permissions&amp;quot; field for the &amp;quot;Master file&amp;quot; representation (e.g. &amp;quot;This record has not yet been reviewed for personal or confidential information. Please contact the Reference Archivist to request access and initiate an access review.&amp;quot;).&lt;br /&gt;
&lt;br /&gt;
== Enhanced digital object display (Preservation copies) ==&lt;br /&gt;
&lt;br /&gt;
*'''When a user of a preservation system (e.g. Archivematica) has sent a DIP upload to an archival description slug in AtoM:'''&lt;br /&gt;
*Then an authenticated user is able to see thumbnails of the digital objects from the DIP in the digital object carousel when navigating to this AtoM slug.&lt;br /&gt;
*And an unauthenticated user will not see a digital object and its metadata if the archival description it is attached to has a &amp;quot;draft&amp;quot; instead of &amp;quot;published&amp;quot; status.&lt;br /&gt;
&lt;br /&gt;
*'''When selecting one of the digital objects included in the DIP upload:'''&lt;br /&gt;
*Then the &amp;quot;Digital object metadata&amp;quot; section on the archival description view page will include a &amp;quot;Preservation Copies&amp;quot; and &amp;quot;Access Copies&amp;quot; subsection.&lt;br /&gt;
*And clicking on either of these subsection label links will collapse or expand the subsection.&lt;br /&gt;
*And the &amp;quot;Preservation Copies&amp;quot; subsection will include metadata about the &amp;quot;Original file&amp;quot; and &amp;quot;Preservation copy&amp;quot; representations that are stored in the preservation system.&lt;br /&gt;
*And if the preservation system did not generate a preservation copy then only &amp;quot;Original file&amp;quot; metadata is shown.&lt;br /&gt;
*And the &amp;quot;Preservation copy&amp;quot; metadata elements include filename, filesize, and normalized.&lt;br /&gt;
*And if the preservation action system statement option is enabled then the user will also see a &amp;quot;Permissions&amp;quot; field with custom text that is populated by an Administrator (e.g. &amp;quot;Access only provided on research room computer.&amp;quot;)&lt;br /&gt;
*And the &amp;quot;Original file&amp;quot; metadata may includes filename, file format name, file format version, format registry key, format registry name, filesize, and ingested.&lt;br /&gt;
*And if the preservation action system statement option is enabled, the user will also see a &amp;quot;Permissions&amp;quot; field with custom text that is populated by an Administrator (e.g. &amp;quot;Access only provided on research room computer.&amp;quot;)&lt;br /&gt;
*And an administrator user can toggle the display of specific &amp;quot;Digital object metadata&amp;quot; section fields on or off in the *Admin &amp;gt; Settings &amp;gt; Visible elements* section. This only affects display for unauthenticted users. Any authenticated users will see all metadata elements in each section as long as those fields contain a value.&lt;br /&gt;
*And if the user is logged in and belongs to the &amp;quot;authenticated&amp;quot; group, then they will also see the File UUID and AIP UUID for the Original file.&lt;br /&gt;
*And if the preservation copies came from the Archivematica preservation system and AtoM has enabled the &amp;quot;arStorageServicePlugin&amp;quot; then authenticated users with Download AIP permissions will also see a &amp;quot;Download file&amp;quot; and &amp;quot;Download AIP&amp;quot; link next to each UUID. Clicking on them will fetch the file or the full AIP from the preservation system.&lt;br /&gt;
*And if the user has &amp;quot;Download file&amp;quot; and &amp;quot;Download AIP&amp;quot; permissions then the box icon under the &amp;quot;Original file&amp;quot; label will be coloured black. Otherwise it is coloured grey.&lt;br /&gt;
*And since access to the preservation copy is only available via the preservation system, the box icon under the &amp;quot;Preservation copy&amp;quot; label is always coloured grey.&lt;br /&gt;
&lt;br /&gt;
*'''When the preservation system uploads a DIP with digital objects to AtoM:'''&lt;br /&gt;
* Then it will generate &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; representations with metadata displayed in the &amp;quot;Access copies&amp;quot; subsection (see &amp;quot;Enhanced digital object display&amp;quot; above)&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;br /&gt;
&lt;br /&gt;
__NOTOC__&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Digital_object_tests&amp;diff=2984</id>
		<title>Development/Functional testing/Digital object tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Digital_object_tests&amp;diff=2984"/>
				<updated>2020-09-19T01:28:38Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Digital object tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Digital object tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
== General behaviour ==&lt;br /&gt;
*Clicking Link digital object in information object show screen opens Upload digital objects screen&lt;br /&gt;
*User can browse for a digital object to upload&lt;br /&gt;
*User can link to an external URL to upload a digital object&lt;br /&gt;
*Clicking Create opens the show screen for the information object with digital object displayed as reference display copy&lt;br /&gt;
*Digital object metadata are automatically added to the information object show screen, as follows: Filename (if object was uploaded from file system), URL (if object was uploaded from external link) Media type, Mimetype, Filesize, Uploaded&lt;br /&gt;
**NOTE: when testing, remember these elements can be hidden to public users via Visible elements module&lt;br /&gt;
*Digital objects appear in browse results in appropriate categories: audio, image, other, text, video&lt;br /&gt;
*Digital objects appear in carousel viewer at aggregate levels of description&lt;br /&gt;
*Digital objects can be located via digital object browse page&lt;br /&gt;
&lt;br /&gt;
== Text files ==&lt;br /&gt;
*In the information object show screen, clicking on the reference display object opens the master digital object (if the user's permissions are set to allow it)&lt;br /&gt;
*Clicking on the reference display area allows user to open or download object&lt;br /&gt;
*Unauthenticated users and users without view master permissions cannot open and download master digital object&lt;br /&gt;
&lt;br /&gt;
== Image files ==&lt;br /&gt;
*In the information object show screen, clicking on the reference display object opens the master digital object or allows the user to open or save the object&lt;br /&gt;
*Users can right-click or command-click the image representation and receive options: Open link in new tab; Open link in new window; Bookmark link; Save link as; Send link; Copy link location; View image; Copy image; Copy image location; Save image as; Send image; and View image info.&lt;br /&gt;
*Unauthenticated users and users without view master permissions cannot open and download master digital object&lt;br /&gt;
&lt;br /&gt;
== Video files ==&lt;br /&gt;
*Clicking &amp;quot;play&amp;quot; in the reference display copy plays the video&lt;br /&gt;
*Associated audio streams are also played&lt;br /&gt;
*Left-clicking &amp;quot;download movie&amp;quot; opens up the master digital object (depends on browser support)&lt;br /&gt;
*Right-clicking &amp;quot;download movie&amp;quot; allows the user to save the save the file (eg &amp;quot;Save link as&amp;quot;)&lt;br /&gt;
*Users can right-click or command-click &amp;quot;download movie&amp;quot; and receive options: Open link in new tab; Open link in new window; Bookmark link; Save link as; Send link; and Copy link location.&lt;br /&gt;
*Unauthenticated users and users without view master permissions cannot open and download master digital object&lt;br /&gt;
&lt;br /&gt;
== Audio files ==&lt;br /&gt;
*Clicking &amp;quot;play&amp;quot; in the reference display copy plays the audio file, or prompts user to download the file, depending on the format&lt;br /&gt;
*Left-clicking &amp;quot;download audio&amp;quot; opens up the master digital object (depends on browser support)&lt;br /&gt;
*Right-clicking &amp;quot;download audio&amp;quot; allows the user to save the save the file (eg &amp;quot;Save link as&amp;quot;)&lt;br /&gt;
*Users can right-click or command-click &amp;quot;download audio&amp;quot; and receive options: Open link in new tab; Open link in new window; Bookmark link; Save link as; Send link; and Copy link location.&lt;br /&gt;
&lt;br /&gt;
== Multi-page files ==&lt;br /&gt;
*User can upload multi-page files&lt;br /&gt;
*All pages in the multi-page file are uploaded&lt;br /&gt;
*Reference display copy shows first page of a multi-page file unless a different page has been chosen for display (see Digital Object Derivatives in [[Development/Functional_testing/Admin_tests]])&lt;br /&gt;
*User can page through pages in reference display copy&lt;br /&gt;
*Clicking on reference display copy opens master digital object in a new window&lt;br /&gt;
&lt;br /&gt;
== Editing digital object ==&lt;br /&gt;
*In information object view screen, clicking on &amp;quot;Edit digital object&amp;quot; button opens the edit digital object view screen&lt;br /&gt;
*User can change media type&lt;br /&gt;
*User can delete reference representation and substitute new representation&lt;br /&gt;
*User can delete thumbnail representation and substitute new representation&lt;br /&gt;
*Clicking Save opens information object show screen with all changes saved&lt;br /&gt;
*Substituted reference and thumbnail representations are correctly resized&lt;br /&gt;
*Clicking Delete results in confirmation message: &amp;quot;Are you sure you want to delete the digital object linked to....?&amp;quot;&lt;br /&gt;
**Clicking Cancel returns user to digital object edit screen and digital object is not deleted&lt;br /&gt;
**Clicking Confirm opens the information object show screen and digital object is deleted&lt;br /&gt;
&lt;br /&gt;
== Multi-file upload ==&lt;br /&gt;
*In information object show screen, clicking Import digital objects opens Upload multiple digital objects screen&lt;br /&gt;
*User can edit title it Title field&lt;br /&gt;
*User can select level of description&lt;br /&gt;
*Clicking the &amp;quot;select files&amp;quot; link opens a file browser&lt;br /&gt;
*User can select multiple objects from the file browser&lt;br /&gt;
*Digital objects are previewed, along with Title, Filename, and Filesize&lt;br /&gt;
*Can edit Title for previewed objects&lt;br /&gt;
*Can delete previewed objects&lt;br /&gt;
*If filesize exceeds maximum allowed upload size, a warning message appears&lt;br /&gt;
*If digital object is a duplicate of another digital object in the same upload, a warning message appears&lt;br /&gt;
*User can select more files before importing&lt;br /&gt;
*Clicking Import opens information object show screen&lt;br /&gt;
*Carousel viewer is visible in in information object show screen&lt;br /&gt;
*Objects are displayed as children of the current record in the hierarchy treeview&lt;br /&gt;
*Child level show screens open digital object displayed as reference display copy; behaviour is same as described in General behaviour, above&lt;br /&gt;
&lt;br /&gt;
== Enhanced digital object display ==&lt;br /&gt;
&lt;br /&gt;
*'''When an AtoM user links a digital object to an archival description:'''&lt;br /&gt;
*Then the &amp;quot;Digital object metadata&amp;quot; section on the archival description view page will include an &amp;quot;Access Copies&amp;quot; subsection.&lt;br /&gt;
*And an unauthenticated user will not see a digital object and its &amp;quot;Access copies&amp;quot; metadata if the archival description it is attached to has a &amp;quot;draft&amp;quot; instead of &amp;quot;published&amp;quot; status.&lt;br /&gt;
*And Clicking on the &amp;quot;Access copies&amp;quot; subsection label link will collapse or expand the subsection.&lt;br /&gt;
*And the &amp;quot;Access Copies&amp;quot; subsection will include metadata about the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; representations of the digital object. Specifically: filename, media type, mime-type, filesize, and uploaded.&lt;br /&gt;
*And an administrator user can toggle the display of specific &amp;quot;Digital object metadata&amp;quot; section fields on or off in the *Admin &amp;gt; Settings &amp;gt; Visible Elements* section. This only affects display for unauthenticated users. Any authenticated users will see all metadata elements in each section as long as those fields contain a value.&lt;br /&gt;
*And when the Reference representation or Thumbnail representation is deleted via the &amp;quot;Edit digital object&amp;quot; page, then the &amp;quot;Reference copy&amp;quot; and/or &amp;quot;Thumbnail copy&amp;quot; metadata is no longer displayed on the archival description view page. Additionally, the thumbnail is not show on Browse pages and the reference copy is not displayed on view pages.&lt;br /&gt;
*And filename for each representation is either shown as plain text or as a hyperlink. If it is a hyperlink, it indicates that this user has access to this representation. Clicking on the hyperlink will load this representation.&lt;br /&gt;
*And if the filename is in hyperlink format, the icon underneath the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; label is coloured black. It is coloured grey if the user does not have access and the hyperlink is not shown.&lt;br /&gt;
* And access to the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; can be configured per user group. The &amp;quot;Access master&amp;quot;, &amp;quot;Access reference&amp;quot;, and/or &amp;quot;Access thumbnail&amp;quot; permission can be set to &amp;quot;Grant&amp;quot; or &amp;quot;Deny&amp;quot; for any user group, including unauthenticated (&amp;quot;anonymous&amp;quot;) users.&lt;br /&gt;
* And access to the &amp;quot;Master file&amp;quot;, &amp;quot;Reference copy&amp;quot;, and &amp;quot;Thumbnail copy&amp;quot; may be overridden by actionable PREMIS rights configured for individual archival descriptions and their digital object. If a PREMIS right is added to an archival description where the &amp;quot;Act&amp;quot; is &amp;quot;Disseminate&amp;quot; and the &amp;quot;Restriction&amp;quot; is &amp;quot;Disallow&amp;quot;, then the hyperlinks in the Digital object metadata section are no longer active, all the document icons are coloured grey, and the reference copy of the digital object is no longer displayed on the archival description view page. Instead the customizable text of the &amp;quot;Disallow statement&amp;quot; is displayed at the top of the page as well as in a &amp;quot;Permissions&amp;quot; field for each Access copy representation (e.g. &amp;quot;Access to this record is restricted because it contains personal or confidential information. Please contact the Reference Archivist for more information on accessing this record.&amp;quot;).&lt;br /&gt;
* And if the &amp;quot;Restriction&amp;quot; is changed to &amp;quot;Conditional&amp;quot; and the default permission settings are enabled then the &amp;quot;Reference copy&amp;quot; and &amp;quot;Thumbnail copy&amp;quot; become available again as hyperlinks and these representations are once again displayed on the AtoM templates. The customizable text for the &amp;quot;Condition Statement&amp;quot; is displayed in a &amp;quot;Permissions&amp;quot; field for the &amp;quot;Master file&amp;quot; representation (e.g. &amp;quot;This record has not yet been reviewed for personal or confidential information. Please contact the Reference Archivist to request access and initiate an access review.&amp;quot;).&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;br /&gt;
&lt;br /&gt;
__NOTOC__&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2982</id>
		<title>Development/Functional testing/Single sign-on (CAS) tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2982"/>
				<updated>2020-09-09T22:17:24Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* About */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Single sign-on (CAS) tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Single sign-on (CAS) tests&lt;br /&gt;
&lt;br /&gt;
==About==&lt;br /&gt;
Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented in AtoM by enabling the arCasPlugin and by registering user accounts with a CAS server. For more about CAS see https://www.apereo.org/projects/cas.&lt;br /&gt;
&lt;br /&gt;
For testing purposes, a public CAS demo server can be used. See https://python-cas-flask-example.herokuapp.com/. The username ''admin'' and the password ''django-cas-ng'' can be used to authenticate on the demo server.&lt;br /&gt;
&lt;br /&gt;
The arCasPlugin also provides an optional mechanism for dynamically setting AclUserGroup membership on each login, based on the presence or absence of expected values in the attributes returned from the CAS server during p3/serviceValidate (CAS version 3.0 only).&lt;br /&gt;
&lt;br /&gt;
==Single sign-on login==&lt;br /&gt;
&lt;br /&gt;
Test scenario: A user is authenticated through a Central Authentication Service (CAS) single sign-on form and is automatically logged in to an AtoM session.&lt;br /&gt;
&lt;br /&gt;
Given: The institution hosting AtoM is running a CAS server.&lt;br /&gt;
&lt;br /&gt;
And: The user has an active CAS account.&lt;br /&gt;
&lt;br /&gt;
And: The user account is present in the AtoM group member list on the CAS server.&lt;br /&gt;
&lt;br /&gt;
When: The user starts a new session on the institution’s domain and navigates to an AtoM page that requires authentication.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
----&lt;br /&gt;
&lt;br /&gt;
Then: The unauthenticated user is redirected to the CAS login form where they enter their CAS username and password.&lt;br /&gt;
&lt;br /&gt;
And: The CAS server successfully authenticates the user, assigns them a session service ticket, and redirects them to the AtoM server.&lt;br /&gt;
&lt;br /&gt;
And: AtoM sends the service ticket to the CAS server over HTTPS for validation.&lt;br /&gt;
&lt;br /&gt;
And: The CAS server sends a success response to AtoM which includes the user attributes set on the CAS server.&lt;br /&gt;
&lt;br /&gt;
And: AtoM creates a new user account if one matching the CAS account doesn’t already exist.&lt;br /&gt;
&lt;br /&gt;
And: AtoM sets the user session cookie (with the service ticket stripped off) and redirects the user to a new, authenticated AtoM session.&lt;br /&gt;
&lt;br /&gt;
And: AtoM checks its configuration file to see if there are expected CAS attributes for user groups. If so, AtoM checks whether the user has the appropriate attribute for a given group and elevates their user authorization to become an authenticated member of one or more of these groups if this is the case (e.g. editor, translator, administrator).&lt;br /&gt;
And: When the user logs out of AtoM, they will also be automatically logged out of CAS.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
----&lt;br /&gt;
&lt;br /&gt;
Given: A user account is created on the CAS server and the user has logged into AtoM&lt;br /&gt;
&lt;br /&gt;
When: An AtoM administrator user deletes that user account in AtoM&lt;br /&gt;
&lt;br /&gt;
Then: The user is still able to log-in using their CAS account and their AtoM account is re-created&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2981</id>
		<title>Development/Functional testing/Single sign-on (CAS) tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2981"/>
				<updated>2020-09-09T22:14:37Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Single sign-on login */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Single sign-on (CAS) tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Single sign-on (CAS) tests&lt;br /&gt;
&lt;br /&gt;
==About==&lt;br /&gt;
Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented in AtoM by enabling the arCasPlugin and by registering user accounts with a CAS server. For more about CAS see https://www.apereo.org/projects/cas.&lt;br /&gt;
&lt;br /&gt;
For testing purposes, a public CAS demo server can be used. See https://django-cas-ng-demo-server.herokuapp.com/cas/) s. The username ''admin'' and the password ''django-cas-ng'' can be used to authenticate on the demo server.&lt;br /&gt;
&lt;br /&gt;
The arCasPlugin also provides an optional mechanism for dynamically setting AclUserGroup membership on each login, based on the presence or absence of expected values in the attributes returned from the CAS server during p3/serviceValidate (CAS version 3.0 only).&lt;br /&gt;
&lt;br /&gt;
==Single sign-on login==&lt;br /&gt;
&lt;br /&gt;
Test scenario: A user is authenticated through a Central Authentication Service (CAS) single sign-on form and is automatically logged in to an AtoM session.&lt;br /&gt;
&lt;br /&gt;
Given: The institution hosting AtoM is running a CAS server.&lt;br /&gt;
&lt;br /&gt;
And: The user has an active CAS account.&lt;br /&gt;
&lt;br /&gt;
And: The user account is present in the AtoM group member list on the CAS server.&lt;br /&gt;
&lt;br /&gt;
When: The user starts a new session on the institution’s domain and navigates to an AtoM page that requires authentication.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
----&lt;br /&gt;
&lt;br /&gt;
Then: The unauthenticated user is redirected to the CAS login form where they enter their CAS username and password.&lt;br /&gt;
&lt;br /&gt;
And: The CAS server successfully authenticates the user, assigns them a session service ticket, and redirects them to the AtoM server.&lt;br /&gt;
&lt;br /&gt;
And: AtoM sends the service ticket to the CAS server over HTTPS for validation.&lt;br /&gt;
&lt;br /&gt;
And: The CAS server sends a success response to AtoM which includes the user attributes set on the CAS server.&lt;br /&gt;
&lt;br /&gt;
And: AtoM creates a new user account if one matching the CAS account doesn’t already exist.&lt;br /&gt;
&lt;br /&gt;
And: AtoM sets the user session cookie (with the service ticket stripped off) and redirects the user to a new, authenticated AtoM session.&lt;br /&gt;
&lt;br /&gt;
And: AtoM checks its configuration file to see if there are expected CAS attributes for user groups. If so, AtoM checks whether the user has the appropriate attribute for a given group and elevates their user authorization to become an authenticated member of one or more of these groups if this is the case (e.g. editor, translator, administrator).&lt;br /&gt;
And: When the user logs out of AtoM, they will also be automatically logged out of CAS.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
----&lt;br /&gt;
&lt;br /&gt;
Given: A user account is created on the CAS server and the user has logged into AtoM&lt;br /&gt;
&lt;br /&gt;
When: An AtoM administrator user deletes that user account in AtoM&lt;br /&gt;
&lt;br /&gt;
Then: The user is still able to log-in using their CAS account and their AtoM account is re-created&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2980</id>
		<title>Development/Functional testing/Single sign-on (CAS) tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2980"/>
				<updated>2020-09-09T22:11:15Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Single sign-on (CAS) tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Single sign-on (CAS) tests&lt;br /&gt;
&lt;br /&gt;
==About==&lt;br /&gt;
Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented in AtoM by enabling the arCasPlugin and by registering user accounts with a CAS server. For more about CAS see https://www.apereo.org/projects/cas.&lt;br /&gt;
&lt;br /&gt;
For testing purposes, a public CAS demo server can be used. See https://django-cas-ng-demo-server.herokuapp.com/cas/) s. The username ''admin'' and the password ''django-cas-ng'' can be used to authenticate on the demo server.&lt;br /&gt;
&lt;br /&gt;
The arCasPlugin also provides an optional mechanism for dynamically setting AclUserGroup membership on each login, based on the presence or absence of expected values in the attributes returned from the CAS server during p3/serviceValidate (CAS version 3.0 only).&lt;br /&gt;
&lt;br /&gt;
==Single sign-on login==&lt;br /&gt;
&lt;br /&gt;
Test scenario: A user is authenticated through a Central Authentication Service (CAS) single sign-on form and is automatically logged in to an AtoM session.&lt;br /&gt;
&lt;br /&gt;
Given: The institution hosting AtoM is running a CAS server.&lt;br /&gt;
And: The user has an active CAS account.&lt;br /&gt;
And: The user account is present in the AtoM group member list on the CAS server.&lt;br /&gt;
When: The user starts a new session on the institution’s domain and navigates to an AtoM page that requires authentication.&lt;br /&gt;
&lt;br /&gt;
Then: The unauthenticated user is redirected to the CAS login form where they enter their CAS username and password.&lt;br /&gt;
And: The CAS server successfully authenticates the user, assigns them a session service ticket, and redirects them to the AtoM server.&lt;br /&gt;
And: AtoM sends the service ticket to the CAS server over HTTPS for validation.&lt;br /&gt;
And: The CAS server sends a success response to AtoM which includes the user attributes set on the CAS server.&lt;br /&gt;
And: AtoM creates a new user account if one matching the CAS account doesn’t already exist.&lt;br /&gt;
And: AtoM sets the user session cookie (with the service ticket stripped off) and redirects the user to a new, authenticated AtoM session.&lt;br /&gt;
And: AtoM checks its configuration file to see if there are expected CAS attributes for user groups. If so, AtoM checks whether the user has the appropriate attribute for a given group and elevates their user authorization to become an authenticated member of one or more of these groups if this is the case (e.g. editor, translator, administrator).&lt;br /&gt;
And: When the user logs out of AtoM, they will also be automatically logged out of CAS.&lt;br /&gt;
&lt;br /&gt;
Given: A user account is created on the CAS server and the user has logged into AtoM&lt;br /&gt;
When: An AtoM administrator user deletes that user account in AtoM&lt;br /&gt;
Then: The user is still able to log-in using their CAS account and their AtoM account is re-created&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2979</id>
		<title>Development/Functional testing/Single sign-on (CAS) tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2979"/>
				<updated>2020-09-09T22:06:21Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Single sign-on (CAS) tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Single sign-on (CAS) tests&lt;br /&gt;
&lt;br /&gt;
==About==&lt;br /&gt;
Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented in AtoM by enabling the arCasPlugin and by registering user accounts with a CAS server. For more about CAS see https://www.apereo.org/projects/cas.&lt;br /&gt;
&lt;br /&gt;
For testing purposes, a public CAS demo server can be used. See https://django-cas-ng-demo-server.herokuapp.com/cas/) s. The username ''admin'' and the password ''django-cas-ng'' can be used to authenticate on the demo server.&lt;br /&gt;
&lt;br /&gt;
The arCasPlugin also provides an optional mechanism for dynamically setting AclUserGroup membership on each login, based on the presence or absence of expected values in the attributes returned from the CAS server during p3/serviceValidate (CAS version 3.0 only).&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2978</id>
		<title>Development/Functional testing/Single sign-on (CAS) tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2978"/>
				<updated>2020-09-09T22:05:17Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Single sign-on (CAS) tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Single sign-on (CAS) tests&lt;br /&gt;
&lt;br /&gt;
==About==&lt;br /&gt;
Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented by enabling the arCasPlugin and by registering user accounts with a CAS server. For more about CAS see https://www.apereo.org/projects/cas.&lt;br /&gt;
&lt;br /&gt;
For testing purposes, a public CAS demo server can be used. See https://django-cas-ng-demo-server.herokuapp.com/cas/) s. The username/pw combo admin / django-cas-ng can be used to authenticate on the demo server.&lt;br /&gt;
&lt;br /&gt;
The arCasPlugin also provides an optional mechanism for dynamically setting AclUserGroup membership on each login, based on the presence or absence of expected values in the attributes returned from the CAS server during p3/serviceValidate (CAS version 3.0 only).&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2977</id>
		<title>Development/Functional testing/Single sign-on (CAS) tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2977"/>
				<updated>2020-09-09T22:04:37Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Admin tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Single sign-on (CAS) tests&lt;br /&gt;
&lt;br /&gt;
==About==&lt;br /&gt;
Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented by enabling the arCasPlugin and by registering user accounts with a CAS server. For more about CAS see https://www.apereo.org/projects/cas.&lt;br /&gt;
&lt;br /&gt;
For testing purposes, a public CAS demo server can be used. See https://django-cas-ng-demo-server.herokuapp.com/cas/) s. The username/pw combo admin / django-cas-ng can be used to authenticate on the demo server.&lt;br /&gt;
&lt;br /&gt;
The arCasPlugin also provides an optional mechanism for dynamically setting AclUserGroup membership on each login, based on the presence or absence of expected values in the attributes returned from the CAS server during p3/serviceValidate (CAS version 3.0 only).&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2976</id>
		<title>Development/Functional testing/Single sign-on (CAS) tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Single_sign-on_(CAS)_tests&amp;diff=2976"/>
				<updated>2020-09-09T21:58:51Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: Created page with &amp;quot;Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented by enabling the arCasPlugin and registering accounts with a CAS serve...&amp;quot;&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;Centralized Authentication Service (CAS) is an enterprise single sign-on protocol that can be implemented by enabling the arCasPlugin and registering accounts with a CAS server.&lt;br /&gt;
&lt;br /&gt;
See https://www.apereo.org/projects/cas.&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing&amp;diff=2975</id>
		<title>Development/Functional testing</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing&amp;diff=2975"/>
				<updated>2020-09-09T21:54:00Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Functional testing }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; Development/Functional testing&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
Functional testing starts with a list of steps which must be completed to verify that specific modules and/or features are working in AtoM. These lists can be used for manual testing, for creating automated functional tests, or for updating automating functional tests when/if the application/interface changes.&lt;br /&gt;
&lt;br /&gt;
This document was created at the time of AtoM 2.0.1, just prior to the AtoM 2.1 release. As such, it will begin by documenting AtoM 2.1 functional tests. If you are trying to perform functional testing on an earlier version of AtoM or ICA-AtoM, we recommend consulting the User Manual for each to verify where functionality is different. For each major release, we will be versioning the AtoM 2 documentation, so previous version can remain available:&lt;br /&gt;
&lt;br /&gt;
* AtoM 2 documentation: https://www.accesstomemory.org/docs/&lt;br /&gt;
* ICA-AtoM documentation: https://www.ica-atom.org/doc/User_manual&lt;br /&gt;
&lt;br /&gt;
For future versions of AtoM (e.g. 2.2, etc.), we will add a version-specific note to the existing functional testing docs where relevant.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
'''If you are performing tests''' and encounter a bug, please let us know! We use Redmine as our issue ticketing system. Information on its use, and how we prefer that bugs be filed, can be found here: [[Resources/Issue tracker]].&lt;br /&gt;
&lt;br /&gt;
Please remember to search in Redmine for your issue before creating a new one - thanks! If you are uncertain about whether or not you have encountered a bug, you are welcome to make a post to our [https://groups.google.com/forum/#!forum/ica-atom-users User forum].&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
----&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
*[[Development/Functional testing/General functionality tests]]&lt;br /&gt;
&lt;br /&gt;
*[[Development/Functional testing/Access control tests]]&lt;br /&gt;
*[[Development/Functional testing/Accession module tests]]&lt;br /&gt;
*[[Development/Functional testing/Actor object tests]] (aka Authority record tests)&lt;br /&gt;
*[[Development/Functional testing/Admin tests]]&lt;br /&gt;
*[[Development/Functional testing/Browse tests]]&lt;br /&gt;
*[[Development/Functional testing/Deaccession module tests]]&lt;br /&gt;
*[[Development/Functional testing/Digital object tests]]&lt;br /&gt;
*[[Development/Functional testing/Export/import tests]]&lt;br /&gt;
*[[Development/Functional testing/Function tests]]&lt;br /&gt;
*[[Development/Functional testing/Information object tests]]&lt;br /&gt;
*[[Development/Functional testing/Physical Storage tests]]&lt;br /&gt;
*[[Development/Functional testing/Repository object tests]]&lt;br /&gt;
*[[Development/Functional testing/Rights module tests]]&lt;br /&gt;
*[[Development/Functional testing/Search tests]]&lt;br /&gt;
*[[Development/Functional testing/Single sign-on (CAS) tests]]&lt;br /&gt;
*[[Development/Functional testing/Taxonomies tests]]&lt;br /&gt;
*[[Development/Functional testing/Translation tests]]&lt;br /&gt;
*[[Development/Functional testing/Treeview hierarchy tests]]&lt;br /&gt;
*[[Development/Functional testing/User accounts tests]]&lt;br /&gt;
*[[Development/Functional testing/Validation tests]]&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2895</id>
		<title>Resources/CSV templates</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2895"/>
				<updated>2020-06-27T19:20:19Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle:CSV templates}}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Resources]] &amp;gt; Resources/CSV templates&lt;br /&gt;
&lt;br /&gt;
On this page you will find copies of the CSV templates we provide for use when importing data into AtoM. As the CSV files change over versions, we will add sections, so that you can be sure you are using the right template for your AtoM installation.&lt;br /&gt;
&lt;br /&gt;
For more information on CSV import, see the Import/Export section of our [https://accesstomemory.org/docs User manual.] Links directly to each major release's CSV import documentation are included in the relevant sections below.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Did you know you can also find all the CSV import templates inside AtoM? They are located in &amp;lt;code&amp;gt;lib/task/import/example&amp;lt;/code&amp;gt;.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
Migrating data to AtoM? Check out the [[Resources/CSV transformation|CSV transformation]] page for information on transformation scripting!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Page organization'''&lt;br /&gt;
&lt;br /&gt;
This page has been divided first by type and then by release.&lt;br /&gt;
&lt;br /&gt;
If there are no changes to the CSV templates for a major release, a link or section will not be included - you can then use the templates from the previous release. Be sure to review the CSV import documentation in the AtoM [https://accesstomemory.org/docs User manual] for your release.&lt;br /&gt;
&lt;br /&gt;
==Archival descriptions==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for archival descriptions, organized by each major release. A change log is included so that you can quickly determine what has changed.&lt;br /&gt;
&lt;br /&gt;
At this time, we provide templates for the ISAD(G) and RAD descriptive templates in AtoM. If you are using a different content standard (e.g. DACS, DC, or MODS), we recommend using the ISAD(G) template and ignoring any fields that do not crosswalk. Information about crosswalk mappings can be found in the Data Entry / Templates section of the AtoM [https://accesstomemory.org/docs User manual.]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
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&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There have been '''no changes to the columns''' in these updated templates. Instead, the sample data has been updated to include references to the relevant standard element, and columns previously not included in the examples have been added. You can still use the 2.3 templates with AtoM 2.3, 2.4, 2.5, and 2.6, however!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Added missing columns from examples - &amp;lt;code&amp;gt;accessionNumber&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;. See issue #13300&lt;br /&gt;
* Updated the example data to include references to the related standard element number wherever possible. See issue #10070&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.6.csv|ISAD 2.6 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.6.csv|RAD 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The AtoM 2.3 release includes CSV export functionality. During roundtrip testing, it was discovered that events which were not &amp;quot;creation&amp;quot; were not properly roundtripping (e.g. exporting and re-importing properly). Consequently, to better support users importing and exporting data about events and actors who are not creators (but might be accumulators, manufacturers, broadcasters, etc), '''major changes have been made to the 2.3 CSV template''' relating to actors and events. This means that '''2.2 and earlier CSV templates may no longer import properly'''. Please see the 2.3 CSV import documentation for further guidance.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Changes to how Actors and events (e.g. creators, creation events, etc) are implemented to better support roundtripping of non-creation events (e.g. accumulation, broadcasting, etc)&lt;br /&gt;
** &amp;lt;code&amp;gt;creators&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creatorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; columns removed&lt;br /&gt;
** &amp;lt;code&amp;gt;eventActors&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventActorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventTypes&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt; columns added to replace previous columns&lt;br /&gt;
** In RAD template, &amp;lt;code&amp;gt;eventDescriptions&amp;lt;/code&amp;gt; replaces &amp;lt;code&amp;gt;creationDateNotes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventPlaces&amp;lt;/code&amp;gt; has been added&lt;br /&gt;
* Added new &amp;lt;code&amp;gt;genreAccessPoints&amp;lt;/code&amp;gt; column to support genre access points - see issue #9390&lt;br /&gt;
* Removed duplicate column &amp;lt;code&amp;gt;radNoteOnPublishersSeries&amp;lt;/code&amp;gt; - see issue #9762&lt;br /&gt;
* Updated the sample data for better mapping to related standards fields - see issue #10070&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.3.csv|ISAD 2.3 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.3.csv|RAD 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Change &amp;lt;code&amp;gt;creatorDates&amp;lt;/code&amp;gt; column header and related columns labels to &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/6526 #6526]&lt;br /&gt;
* Add new columns to allow import of &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;alternativeIdentifierLabels&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/7388 #7388]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.2.csv|ISAD 2.2 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.2.csv|RAD 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* &amp;lt;code&amp;gt;digitalObjectURI&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt; columns added for importing digital objects with archival descriptions - see issue [https://projects.artefactual.com/issues/6525 #6525]&lt;br /&gt;
* Cast, Credits, and Signatures columns added to RAD CSV template - see issue [https://projects.artefactual.com/issues/7130 #7130]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.1.csv|ISAD 2.1 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.1.csv|RAD 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
These archival description CSV templates should work for AtoM 2.0.0, 2.0.1, 2.0.2, and any earlier version of ICA-AtoM that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.0.csv|ISAD CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.0.csv|RAD CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Accessions==&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorNotes&amp;lt;/code&amp;gt; column added. See issue #12799&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorContactPerson&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;donorFax&amp;lt;/code&amp;gt; columns added. See issue #13310&lt;br /&gt;
* Alternative identifier support added to Accessions module. New columns added for &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;alternativeIdentifierTypes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;alternativeIdentifierNotes&amp;lt;/code&amp;gt;. These columns support the use of pipe &amp;lt;code&amp;gt;|&amp;lt;/code&amp;gt; separators for multiple values in a row. See issue #13262&lt;br /&gt;
* Physical storage linking now added to Accessions module. New columns added for &amp;lt;code&amp;gt;physicalStorageName&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;physicalStorageLocation&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;physicalStorageType&amp;lt;/code&amp;gt;. See issue #13268&lt;br /&gt;
* Other changes to import behavior:&lt;br /&gt;
** Previously, new terms in the &amp;lt;code&amp;gt;resourceType&amp;lt;/code&amp;gt; or &amp;lt;code&amp;gt;acquisitionType&amp;lt;/code&amp;gt; columns would trigger an error and halt the import. Now, they will be added to the related taxonomy&lt;br /&gt;
** When a duplicate accessionNumber is encountered during an import, the console log will now include the accession number of the conflict for reference&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-accessions-2.6.csv|Accessions 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Changes to actor/event handling columns in Accessions CSV template:&lt;br /&gt;
** Removed &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;creationDatesType&amp;lt;/code&amp;gt;&lt;br /&gt;
** Added &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;. and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions_2.3.csv|Accessions 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add 4 new columns to Accessions CSV import template to allow for creation date imports - see issue #8463&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.2.csv|Accessions 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add &amp;lt;code&amp;gt;qubitParentSlug&amp;lt;/code&amp;gt; to accessions CSV import to allow accessions import to link to existing descriptions - see issue [https://projects.artefactual.com/issues/6752 #6752]&lt;br /&gt;
* Add &amp;lt;code&amp;gt;identifier&amp;lt;/code&amp;gt; as an option for the second column in the digital object CSV import task - see the related documentation [https://accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/#load-digital-objects-via-the-command-line here.]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.1.csv|Accessions 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
The following  CSV templates should work for AtoM 2.0.0, 2.0.1, and 2.0.2, as well as any previous ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.0.csv|Accession CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Deaccession records==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for deaccession records, organized by each major release. A change log is included so that you can quickly determine what has changed. The ability to import deaccession records via CSV was first introduced in the AtoM [[Releases/Release announcements/Release 2.5|2.5 release]].&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_deaccessions-2.5.csv|2.5 Deaccession CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Authority records==&lt;br /&gt;
&lt;br /&gt;
In AtoM, there are 2 CSV templates for importing authority records - a primary template, as well as one optional secondary template to add relationships between actors (the Relationships CSV).&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
Prior to 2.6, alternative forms of name could only be imported via a separate CSV imported at the same time as new authority record data in the primary template, using the CSV import command-line task. We have overhauled the CSV import templates, merging the alias fields into the primary template, revising the relationships CSV, and adding support for importing relationships via the user interface. Users can also add relationships to existing authority records - previously, the relationships CSV could only be imported at the same time as new data in the primary authority record template, using the CSV import command-line task. We've also added the ability to link digital objects to authority records via CSV import and we fixed a bug where new entity types (or a mismatch in capitalization for existing entity types) would cause a CSV import to fail.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The alias CSV template has been '''deprecated''' and the relationships CSV has been significantly overhauled. Be sure to use the latest templates when importing data into a 2.6 AtoM installation!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Deprecate the Aliases CSV template. Merge the alias CSV fields into the primary authority record CSV template - add new multi-value columns for &amp;lt;code&amp;gt;parallelNames&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;standardizedNames&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;otherFormsOfName&amp;lt;/code&amp;gt; to the primary authority record CSV template. See issue #13277&lt;br /&gt;
* Include digital objects on CSV import and export templates. Since release 2.5 authority records can be linked to a digital object (e.g. a profile picture of the authority record subject). These can be imported on the CSV template using a local file path (&amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;) or an external URI (&amp;lt;code&amp;gt;digitalOjbectURI&amp;lt;/code&amp;gt;). Any linked digital objects are included on CSV export as a URI to the AtoM path for the digital object. See issue #13249&lt;br /&gt;
* Overhaul the Relationships CSV template. Rename &amp;lt;code&amp;gt;source&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;target&amp;lt;/code&amp;gt; columns to &amp;lt;code&amp;gt;subjectAuthorizedFormOfName&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;objectAuthorizedFormOfName&amp;lt;/code&amp;gt;. Replace &amp;lt;code&amp;gt;category&amp;lt;/code&amp;gt; column with &amp;lt;code&amp;gt;relationType&amp;lt;/code&amp;gt; and support use of bi-directional relationship terms (e.g. &amp;quot;controls&amp;quot; / &amp;quot;is controlled by&amp;quot;) as values. See issue #13279&lt;br /&gt;
* Allow the Relationships CSV to be used to add relationships between existing authority records. See issue #13280&lt;br /&gt;
* Add support for importing relationships via the user interface. See issue #13286&lt;br /&gt;
* Fix issue with new entity types or variations in capitalization for existing entity type names causing the import to fail. See issue #13295&lt;br /&gt;
* Update the sample data in the authority record example template to reference related ISAAR-CPF standard element numbers wherever possible&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.6.csv|2.6 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.6.csv|2.6 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.5 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for &amp;lt;code&amp;gt;subjectAccessPoints&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;placeAccessPoints&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/12647 12647].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.5.csv|2.5 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.4 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for occupations data: &amp;lt;code&amp;gt;actorOccupations&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;actorOccupationNotes&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/11081 11081].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.4.csv|2.4 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 CSV templates===&lt;br /&gt;
&lt;br /&gt;
The primary authority record template found below should work with all releases up to version 2.3. The Aliases and Relationships CSV templates should work for command-line imports on all versions of AtoM.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.0.csv|2.0 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_aliases-2.0.csv|2.0 Authority record aliases CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.0.csv|2.0 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Archival Institutions==&lt;br /&gt;
&lt;br /&gt;
CSV import and export for archival institutions (aka repository records) was introduced in the 2.4 release.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There was a bug in the 2.4.0 release that prevented some fields from importing and exporting in the archival institution CSV. This has been fixed in the 2.4.1 bug fix release. For more details, see issue #[https://projects.artefactual.com/issues/10853 10853].&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-repositories-2.4.csv|Archival Institutions CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Physical storage containers and locations==&lt;br /&gt;
&lt;br /&gt;
The ability to import physical storage data was added to AtoM in the 2.6 release.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-physicalobject-2.6.csv|Physical storage CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Events==&lt;br /&gt;
&lt;br /&gt;
The AtoM events CSV templates have not changed since AtoM 2.0.0. The following CSV templates should work for any AtoM or ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_events-2.0.csv|Events CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Digital objects==&lt;br /&gt;
&lt;br /&gt;
It is possible to link digital objects to existing descriptions using a CSV template, but we do not provide an example template because the format is very simple. For further information, please see the relevant section in the CSV import documentation:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/admin-manual/maintenance/cli-import-export/#load-digital-objects-via-the-command-line&lt;br /&gt;
&lt;br /&gt;
&amp;lt;br /&amp;gt;&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Resources|Back to Resources]]&lt;br /&gt;
* [[Main Page|Back to AtoM wiki home]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Resources]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2894</id>
		<title>Resources/CSV templates</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2894"/>
				<updated>2020-06-27T18:41:00Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: Add digital object upload to summary paragraph for authority records CSV import&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle:CSV templates}}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Resources]] &amp;gt; Resources/CSV templates&lt;br /&gt;
&lt;br /&gt;
On this page you will find copies of the CSV templates we provide for use when importing data into AtoM. As the CSV files change over versions, we will add sections, so that you can be sure you are using the right template for your AtoM installation.&lt;br /&gt;
&lt;br /&gt;
For more information on CSV import, see the Import/Export section of our [https://accesstomemory.org/docs User manual.] Links directly to each major release's CSV import documentation are included in the relevant sections below.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Did you know you can also find all the CSV import templates inside AtoM? They are located in &amp;lt;code&amp;gt;lib/task/import/example&amp;lt;/code&amp;gt;.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
Migrating data to AtoM? Check out the [[Resources/CSV transformation|CSV transformation]] page for information on transformation scripting!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Page organization'''&lt;br /&gt;
&lt;br /&gt;
This page has been divided first by type and then by release.&lt;br /&gt;
&lt;br /&gt;
If there are no changes to the CSV templates for a major release, a link or section will not be included - you can then use the templates from the previous release. Be sure to review the CSV import documentation in the AtoM [https://accesstomemory.org/docs User manual] for your release.&lt;br /&gt;
&lt;br /&gt;
==Archival descriptions==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for archival descriptions, organized by each major release. A change log is included so that you can quickly determine what has changed.&lt;br /&gt;
&lt;br /&gt;
At this time, we provide templates for the ISAD(G) and RAD descriptive templates in AtoM. If you are using a different content standard (e.g. DACS, DC, or MODS), we recommend using the ISAD(G) template and ignoring any fields that do not crosswalk. Information about crosswalk mappings can be found in the Data Entry / Templates section of the AtoM [https://accesstomemory.org/docs User manual.]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There have been '''no changes to the columns''' in these updated templates. Instead, the sample data has been updated to include references to the relevant standard element, and columns previously not included in the examples have been added. You can still use the 2.3 templates with AtoM 2.3, 2.4, 2.5, and 2.6, however!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Added missing columns from examples - &amp;lt;code&amp;gt;accessionNumber&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;. See issue #13300&lt;br /&gt;
* Updated the example data to include references to the related standard element number wherever possible. See issue #10070&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.6.csv|ISAD 2.6 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.6.csv|RAD 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The AtoM 2.3 release includes CSV export functionality. During roundtrip testing, it was discovered that events which were not &amp;quot;creation&amp;quot; were not properly roundtripping (e.g. exporting and re-importing properly). Consequently, to better support users importing and exporting data about events and actors who are not creators (but might be accumulators, manufacturers, broadcasters, etc), '''major changes have been made to the 2.3 CSV template''' relating to actors and events. This means that '''2.2 and earlier CSV templates may no longer import properly'''. Please see the 2.3 CSV import documentation for further guidance.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Changes to how Actors and events (e.g. creators, creation events, etc) are implemented to better support roundtripping of non-creation events (e.g. accumulation, broadcasting, etc)&lt;br /&gt;
** &amp;lt;code&amp;gt;creators&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creatorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; columns removed&lt;br /&gt;
** &amp;lt;code&amp;gt;eventActors&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventActorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventTypes&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt; columns added to replace previous columns&lt;br /&gt;
** In RAD template, &amp;lt;code&amp;gt;eventDescriptions&amp;lt;/code&amp;gt; replaces &amp;lt;code&amp;gt;creationDateNotes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventPlaces&amp;lt;/code&amp;gt; has been added&lt;br /&gt;
* Added new &amp;lt;code&amp;gt;genreAccessPoints&amp;lt;/code&amp;gt; column to support genre access points - see issue #9390&lt;br /&gt;
* Removed duplicate column &amp;lt;code&amp;gt;radNoteOnPublishersSeries&amp;lt;/code&amp;gt; - see issue #9762&lt;br /&gt;
* Updated the sample data for better mapping to related standards fields - see issue #10070&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.3.csv|ISAD 2.3 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.3.csv|RAD 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Change &amp;lt;code&amp;gt;creatorDates&amp;lt;/code&amp;gt; column header and related columns labels to &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/6526 #6526]&lt;br /&gt;
* Add new columns to allow import of &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;alternativeIdentifierLabels&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/7388 #7388]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.2.csv|ISAD 2.2 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.2.csv|RAD 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* &amp;lt;code&amp;gt;digitalObjectURI&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt; columns added for importing digital objects with archival descriptions - see issue [https://projects.artefactual.com/issues/6525 #6525]&lt;br /&gt;
* Cast, Credits, and Signatures columns added to RAD CSV template - see issue [https://projects.artefactual.com/issues/7130 #7130]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.1.csv|ISAD 2.1 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.1.csv|RAD 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
These archival description CSV templates should work for AtoM 2.0.0, 2.0.1, 2.0.2, and any earlier version of ICA-AtoM that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.0.csv|ISAD CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.0.csv|RAD CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Accessions==&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorNotes&amp;lt;/code&amp;gt; column added. See issue #12799&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorContactPerson&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;donorFax&amp;lt;/code&amp;gt; columns added. See issue #13310&lt;br /&gt;
* Alternative identifier support added to Accessions module. New columns added for &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;alternativeIdentifierTypes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;alternativeIdentifierNotes&amp;lt;/code&amp;gt;. These columns support the use of pipe &amp;lt;code&amp;gt;|&amp;lt;/code&amp;gt; separators for multiple values in a row. See issue #13262&lt;br /&gt;
* Physical storage linking now added to Accessions module. New columns added for &amp;lt;code&amp;gt;physicalStorageName&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;physicalStorageLocation&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;physicalStorageType&amp;lt;/code&amp;gt;. See issue #13268&lt;br /&gt;
* Other changes to import behavior:&lt;br /&gt;
** Previously, new terms in the &amp;lt;code&amp;gt;resourceType&amp;lt;/code&amp;gt; or &amp;lt;code&amp;gt;acquisitionType&amp;lt;/code&amp;gt; columns would trigger an error and halt the import. Now, they will be added to the related taxonomy&lt;br /&gt;
** When a duplicate accessionNumber is encountered during an import, the console log will now include the accession number of the conflict for reference&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-accessions-2.6.csv|Accessions 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Changes to actor/event handling columns in Accessions CSV template:&lt;br /&gt;
** Removed &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;creationDatesType&amp;lt;/code&amp;gt;&lt;br /&gt;
** Added &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;. and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions_2.3.csv|Accessions 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add 4 new columns to Accessions CSV import template to allow for creation date imports - see issue #8463&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.2.csv|Accessions 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add &amp;lt;code&amp;gt;qubitParentSlug&amp;lt;/code&amp;gt; to accessions CSV import to allow accessions import to link to existing descriptions - see issue [https://projects.artefactual.com/issues/6752 #6752]&lt;br /&gt;
* Add &amp;lt;code&amp;gt;identifier&amp;lt;/code&amp;gt; as an option for the second column in the digital object CSV import task - see the related documentation [https://accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/#load-digital-objects-via-the-command-line here.]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.1.csv|Accessions 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
The following  CSV templates should work for AtoM 2.0.0, 2.0.1, and 2.0.2, as well as any previous ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.0.csv|Accession CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Deaccession records==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for deaccession records, organized by each major release. A change log is included so that you can quickly determine what has changed. The ability to import deaccession records via CSV was first introduced in the AtoM [[Releases/Release announcements/Release 2.5|2.5 release]].&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_deaccessions-2.5.csv|2.5 Deaccession CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Authority records==&lt;br /&gt;
&lt;br /&gt;
In AtoM, there are 2 CSV templates for importing authority records - a primary template, as well as one optional secondary templates to add relationships between actors (the Relationships CSV).&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
Prior to 2.6, alternative forms of name could only be imported via a separate CSV imported at the same time as new authority record data in the primary template, using the CSV import command-line task. We have overhauled the CSV import templates, merging the alias fields into the primary template, revising the relationships CSV, and adding support for importing relationships via the user interface. Users can also add relationships to existing authority records - previously, the relationships CSV could only be imported at the same time as new data in the primary authority record template, using the CSV import command-line task. We've also added the ability to link digital objects to authority records via CSV import and we fixed a bug where new entity types (or a mismatch in capitalization for existing entity types) would cause a CSV import to fail.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The alias CSV template has been '''deprecated''' and the relationships CSV has been significantly overhauled. Be sure to use the latest templates when importing data into a 2.6 AtoM installation!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Deprecate the Aliases CSV template. Merge the alias CSV fields into the primary authority record CSV template - add new multi-value columns for &amp;lt;code&amp;gt;parallelNames&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;standardizedNames&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;otherFormsOfName&amp;lt;/code&amp;gt; to the primary authority record CSV template. See issue #13277&lt;br /&gt;
* Include digital objects on CSV import and export templates. Since release 2.5 authority records can be linked to a digital object (e.g. a profile picture of the authority record subject). These can be imported on the CSV template using a local file path (&amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;) or an external URI (&amp;lt;code&amp;gt;digitalOjbectURI&amp;lt;/code&amp;gt;). Any linked digital objects are included on CSV export as a URI to the AtoM path for the digital object. See issue #13249&lt;br /&gt;
* Overhaul the Relationships CSV template. Rename &amp;lt;code&amp;gt;source&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;target&amp;lt;/code&amp;gt; columns to &amp;lt;code&amp;gt;subjectAuthorizedFormOfName&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;objectAuthorizedFormOfName&amp;lt;/code&amp;gt;. Replace &amp;lt;code&amp;gt;category&amp;lt;/code&amp;gt; column with &amp;lt;code&amp;gt;relationType&amp;lt;/code&amp;gt; and support use of bi-directional relationship terms (e.g. &amp;quot;controls&amp;quot; / &amp;quot;is controlled by&amp;quot;) as values. See issue #13279&lt;br /&gt;
* Allow the Relationships CSV to be used to add relationships between existing authority records. See issue #13280&lt;br /&gt;
* Add support for importing relationships via the user interface. See issue #13286&lt;br /&gt;
* Fix issue with new entity types or variations in capitalization for existing entity type names causing the import to fail. See issue #13295&lt;br /&gt;
* Update the sample data in the authority record example template to reference related ISAAR-CPF standard element numbers wherever possible&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.6.csv|2.6 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.6.csv|2.6 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.5 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for &amp;lt;code&amp;gt;subjectAccessPoints&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;placeAccessPoints&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/12647 12647].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.5.csv|2.5 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.4 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for occupations data: &amp;lt;code&amp;gt;actorOccupations&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;actorOccupationNotes&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/11081 11081].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.4.csv|2.4 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 CSV templates===&lt;br /&gt;
&lt;br /&gt;
The primary authority record template found below should work with all releases up to version 2.3. The Aliases and Relationships CSV templates should work for command-line imports on all versions of AtoM.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.0.csv|2.0 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_aliases-2.0.csv|2.0 Authority record aliases CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.0.csv|2.0 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Archival Institutions==&lt;br /&gt;
&lt;br /&gt;
CSV import and export for archival institutions (aka repository records) was introduced in the 2.4 release.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There was a bug in the 2.4.0 release that prevented some fields from importing and exporting in the archival institution CSV. This has been fixed in the 2.4.1 bug fix release. For more details, see issue #[https://projects.artefactual.com/issues/10853 10853].&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-repositories-2.4.csv|Archival Institutions CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Physical storage containers and locations==&lt;br /&gt;
&lt;br /&gt;
The ability to import physical storage data was added to AtoM in the 2.6 release.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-physicalobject-2.6.csv|Physical storage CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Events==&lt;br /&gt;
&lt;br /&gt;
The AtoM events CSV templates have not changed since AtoM 2.0.0. The following CSV templates should work for any AtoM or ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_events-2.0.csv|Events CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Digital objects==&lt;br /&gt;
&lt;br /&gt;
It is possible to link digital objects to existing descriptions using a CSV template, but we do not provide an example template because the format is very simple. For further information, please see the relevant section in the CSV import documentation:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/admin-manual/maintenance/cli-import-export/#load-digital-objects-via-the-command-line&lt;br /&gt;
&lt;br /&gt;
&amp;lt;br /&amp;gt;&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Resources|Back to Resources]]&lt;br /&gt;
* [[Main Page|Back to AtoM wiki home]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Resources]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2893</id>
		<title>Resources/CSV templates</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2893"/>
				<updated>2020-06-27T18:29:50Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: Add issue# for authority record digital object import/export&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle:CSV templates}}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Resources]] &amp;gt; Resources/CSV templates&lt;br /&gt;
&lt;br /&gt;
On this page you will find copies of the CSV templates we provide for use when importing data into AtoM. As the CSV files change over versions, we will add sections, so that you can be sure you are using the right template for your AtoM installation.&lt;br /&gt;
&lt;br /&gt;
For more information on CSV import, see the Import/Export section of our [https://accesstomemory.org/docs User manual.] Links directly to each major release's CSV import documentation are included in the relevant sections below.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Did you know you can also find all the CSV import templates inside AtoM? They are located in &amp;lt;code&amp;gt;lib/task/import/example&amp;lt;/code&amp;gt;.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
Migrating data to AtoM? Check out the [[Resources/CSV transformation|CSV transformation]] page for information on transformation scripting!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Page organization'''&lt;br /&gt;
&lt;br /&gt;
This page has been divided first by type and then by release.&lt;br /&gt;
&lt;br /&gt;
If there are no changes to the CSV templates for a major release, a link or section will not be included - you can then use the templates from the previous release. Be sure to review the CSV import documentation in the AtoM [https://accesstomemory.org/docs User manual] for your release.&lt;br /&gt;
&lt;br /&gt;
==Archival descriptions==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for archival descriptions, organized by each major release. A change log is included so that you can quickly determine what has changed.&lt;br /&gt;
&lt;br /&gt;
At this time, we provide templates for the ISAD(G) and RAD descriptive templates in AtoM. If you are using a different content standard (e.g. DACS, DC, or MODS), we recommend using the ISAD(G) template and ignoring any fields that do not crosswalk. Information about crosswalk mappings can be found in the Data Entry / Templates section of the AtoM [https://accesstomemory.org/docs User manual.]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There have been '''no changes to the columns''' in these updated templates. Instead, the sample data has been updated to include references to the relevant standard element, and columns previously not included in the examples have been added. You can still use the 2.3 templates with AtoM 2.3, 2.4, 2.5, and 2.6, however!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Added missing columns from examples - &amp;lt;code&amp;gt;accessionNumber&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;. See issue #13300&lt;br /&gt;
* Updated the example data to include references to the related standard element number wherever possible. See issue #10070&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.6.csv|ISAD 2.6 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.6.csv|RAD 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The AtoM 2.3 release includes CSV export functionality. During roundtrip testing, it was discovered that events which were not &amp;quot;creation&amp;quot; were not properly roundtripping (e.g. exporting and re-importing properly). Consequently, to better support users importing and exporting data about events and actors who are not creators (but might be accumulators, manufacturers, broadcasters, etc), '''major changes have been made to the 2.3 CSV template''' relating to actors and events. This means that '''2.2 and earlier CSV templates may no longer import properly'''. Please see the 2.3 CSV import documentation for further guidance.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Changes to how Actors and events (e.g. creators, creation events, etc) are implemented to better support roundtripping of non-creation events (e.g. accumulation, broadcasting, etc)&lt;br /&gt;
** &amp;lt;code&amp;gt;creators&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creatorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; columns removed&lt;br /&gt;
** &amp;lt;code&amp;gt;eventActors&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventActorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventTypes&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt; columns added to replace previous columns&lt;br /&gt;
** In RAD template, &amp;lt;code&amp;gt;eventDescriptions&amp;lt;/code&amp;gt; replaces &amp;lt;code&amp;gt;creationDateNotes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventPlaces&amp;lt;/code&amp;gt; has been added&lt;br /&gt;
* Added new &amp;lt;code&amp;gt;genreAccessPoints&amp;lt;/code&amp;gt; column to support genre access points - see issue #9390&lt;br /&gt;
* Removed duplicate column &amp;lt;code&amp;gt;radNoteOnPublishersSeries&amp;lt;/code&amp;gt; - see issue #9762&lt;br /&gt;
* Updated the sample data for better mapping to related standards fields - see issue #10070&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.3.csv|ISAD 2.3 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.3.csv|RAD 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Change &amp;lt;code&amp;gt;creatorDates&amp;lt;/code&amp;gt; column header and related columns labels to &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/6526 #6526]&lt;br /&gt;
* Add new columns to allow import of &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;alternativeIdentifierLabels&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/7388 #7388]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.2.csv|ISAD 2.2 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.2.csv|RAD 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* &amp;lt;code&amp;gt;digitalObjectURI&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt; columns added for importing digital objects with archival descriptions - see issue [https://projects.artefactual.com/issues/6525 #6525]&lt;br /&gt;
* Cast, Credits, and Signatures columns added to RAD CSV template - see issue [https://projects.artefactual.com/issues/7130 #7130]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.1.csv|ISAD 2.1 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.1.csv|RAD 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
These archival description CSV templates should work for AtoM 2.0.0, 2.0.1, 2.0.2, and any earlier version of ICA-AtoM that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.0.csv|ISAD CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.0.csv|RAD CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Accessions==&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorNotes&amp;lt;/code&amp;gt; column added. See issue #12799&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorContactPerson&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;donorFax&amp;lt;/code&amp;gt; columns added. See issue #13310&lt;br /&gt;
* Alternative identifier support added to Accessions module. New columns added for &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;alternativeIdentifierTypes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;alternativeIdentifierNotes&amp;lt;/code&amp;gt;. These columns support the use of pipe &amp;lt;code&amp;gt;|&amp;lt;/code&amp;gt; separators for multiple values in a row. See issue #13262&lt;br /&gt;
* Physical storage linking now added to Accessions module. New columns added for &amp;lt;code&amp;gt;physicalStorageName&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;physicalStorageLocation&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;physicalStorageType&amp;lt;/code&amp;gt;. See issue #13268&lt;br /&gt;
* Other changes to import behavior:&lt;br /&gt;
** Previously, new terms in the &amp;lt;code&amp;gt;resourceType&amp;lt;/code&amp;gt; or &amp;lt;code&amp;gt;acquisitionType&amp;lt;/code&amp;gt; columns would trigger an error and halt the import. Now, they will be added to the related taxonomy&lt;br /&gt;
** When a duplicate accessionNumber is encountered during an import, the console log will now include the accession number of the conflict for reference&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-accessions-2.6.csv|Accessions 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Changes to actor/event handling columns in Accessions CSV template:&lt;br /&gt;
** Removed &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;creationDatesType&amp;lt;/code&amp;gt;&lt;br /&gt;
** Added &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;. and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions_2.3.csv|Accessions 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add 4 new columns to Accessions CSV import template to allow for creation date imports - see issue #8463&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.2.csv|Accessions 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add &amp;lt;code&amp;gt;qubitParentSlug&amp;lt;/code&amp;gt; to accessions CSV import to allow accessions import to link to existing descriptions - see issue [https://projects.artefactual.com/issues/6752 #6752]&lt;br /&gt;
* Add &amp;lt;code&amp;gt;identifier&amp;lt;/code&amp;gt; as an option for the second column in the digital object CSV import task - see the related documentation [https://accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/#load-digital-objects-via-the-command-line here.]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.1.csv|Accessions 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
The following  CSV templates should work for AtoM 2.0.0, 2.0.1, and 2.0.2, as well as any previous ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.0.csv|Accession CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Deaccession records==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for deaccession records, organized by each major release. A change log is included so that you can quickly determine what has changed. The ability to import deaccession records via CSV was first introduced in the AtoM [[Releases/Release announcements/Release 2.5|2.5 release]].&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_deaccessions-2.5.csv|2.5 Deaccession CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Authority records==&lt;br /&gt;
&lt;br /&gt;
In AtoM, there are 2 CSV templates for importing authority records - a primary template, as well as one optional secondary templates to add relationships between actors (the Relationships CSV).&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
Prior to 2.6, alternative forms of name could only be imported via a separate CSV imported at the same time as new authority record data in the primary template, using the CSV import command-line task. We have overhauled the CSV import templates, merging the alias fields into the primary template, revising the relationships CSV, and adding support for importing relationships via the user interface. Users can also add relationships to existing authority records - previously, the relationships CSV could only be imported at the same time as new data in the primary authority record template, using the CSV import command-line task. We've also fixed a bug where new entity types (or a mismatch in capitalization for existing entity types) would cause a CSV import to fail.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The alias CSV template has been '''deprecated''' and the relationships CSV has been significantly overhauled. Be sure to use the latest templates when importing data into a 2.6 AtoM installation!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Deprecate the Aliases CSV template. Merge the alias CSV fields into the primary authority record CSV template - add new multi-value columns for &amp;lt;code&amp;gt;parallelNames&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;standardizedNames&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;otherFormsOfName&amp;lt;/code&amp;gt; to the primary authority record CSV template. See issue #13277&lt;br /&gt;
* Include digital objects on CSV import and export templates. Since release 2.5 authority records can be linked to a digital object (e.g. a profile picture of the authority record subject). These can be imported on the CSV template using a local file path (&amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;) or an external URI (&amp;lt;code&amp;gt;digitalOjbectURI&amp;lt;/code&amp;gt;). Any linked digital objects are included on CSV export as a URI to the AtoM path for the digital object. See issue #13249&lt;br /&gt;
* Overhaul the Relationships CSV template. Rename &amp;lt;code&amp;gt;source&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;target&amp;lt;/code&amp;gt; columns to &amp;lt;code&amp;gt;subjectAuthorizedFormOfName&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;objectAuthorizedFormOfName&amp;lt;/code&amp;gt;. Replace &amp;lt;code&amp;gt;category&amp;lt;/code&amp;gt; column with &amp;lt;code&amp;gt;relationType&amp;lt;/code&amp;gt; and support use of bi-directional relationship terms (e.g. &amp;quot;controls&amp;quot; / &amp;quot;is controlled by&amp;quot;) as values. See issue #13279&lt;br /&gt;
* Allow the Relationships CSV to be used to add relationships between existing authority records. See issue #13280&lt;br /&gt;
* Add support for importing relationships via the user interface. See issue #13286&lt;br /&gt;
* Fix issue with new entity types or variations in capitalization for existing entity type names causing the import to fail. See issue #13295&lt;br /&gt;
* Update the sample data in the authority record example template to reference related ISAAR-CPF standard element numbers wherever possible&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.6.csv|2.6 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.6.csv|2.6 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.5 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for &amp;lt;code&amp;gt;subjectAccessPoints&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;placeAccessPoints&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/12647 12647].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.5.csv|2.5 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.4 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for occupations data: &amp;lt;code&amp;gt;actorOccupations&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;actorOccupationNotes&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/11081 11081].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.4.csv|2.4 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 CSV templates===&lt;br /&gt;
&lt;br /&gt;
The primary authority record template found below should work with all releases up to version 2.3. The Aliases and Relationships CSV templates should work for command-line imports on all versions of AtoM.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.0.csv|2.0 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_aliases-2.0.csv|2.0 Authority record aliases CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.0.csv|2.0 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Archival Institutions==&lt;br /&gt;
&lt;br /&gt;
CSV import and export for archival institutions (aka repository records) was introduced in the 2.4 release.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There was a bug in the 2.4.0 release that prevented some fields from importing and exporting in the archival institution CSV. This has been fixed in the 2.4.1 bug fix release. For more details, see issue #[https://projects.artefactual.com/issues/10853 10853].&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-repositories-2.4.csv|Archival Institutions CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Physical storage containers and locations==&lt;br /&gt;
&lt;br /&gt;
The ability to import physical storage data was added to AtoM in the 2.6 release.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-physicalobject-2.6.csv|Physical storage CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Events==&lt;br /&gt;
&lt;br /&gt;
The AtoM events CSV templates have not changed since AtoM 2.0.0. The following CSV templates should work for any AtoM or ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_events-2.0.csv|Events CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Digital objects==&lt;br /&gt;
&lt;br /&gt;
It is possible to link digital objects to existing descriptions using a CSV template, but we do not provide an example template because the format is very simple. For further information, please see the relevant section in the CSV import documentation:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/admin-manual/maintenance/cli-import-export/#load-digital-objects-via-the-command-line&lt;br /&gt;
&lt;br /&gt;
&amp;lt;br /&amp;gt;&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Resources|Back to Resources]]&lt;br /&gt;
* [[Main Page|Back to AtoM wiki home]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Resources]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=File:Example_authority_records-2.6.csv&amp;diff=2892</id>
		<title>File:Example authority records-2.6.csv</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=File:Example_authority_records-2.6.csv&amp;diff=2892"/>
				<updated>2020-06-27T18:27:17Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: PeterVG uploaded a new version of File:Example authority records-2.6.csv&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;AtoM 2.6 template for authority record data&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=File:Example_authority_record_relationships-2.6.csv&amp;diff=2891</id>
		<title>File:Example authority record relationships-2.6.csv</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=File:Example_authority_record_relationships-2.6.csv&amp;diff=2891"/>
				<updated>2020-06-27T18:23:08Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: PeterVG uploaded a new version of File:Example authority record relationships-2.6.csv&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;AtoM 2.6 CSV import template for authority record relationships&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2890</id>
		<title>Resources/CSV templates</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2890"/>
				<updated>2020-06-27T18:18:42Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle:CSV templates}}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Resources]] &amp;gt; Resources/CSV templates&lt;br /&gt;
&lt;br /&gt;
On this page you will find copies of the CSV templates we provide for use when importing data into AtoM. As the CSV files change over versions, we will add sections, so that you can be sure you are using the right template for your AtoM installation.&lt;br /&gt;
&lt;br /&gt;
For more information on CSV import, see the Import/Export section of our [https://accesstomemory.org/docs User manual.] Links directly to each major release's CSV import documentation are included in the relevant sections below.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Did you know you can also find all the CSV import templates inside AtoM? They are located in &amp;lt;code&amp;gt;lib/task/import/example&amp;lt;/code&amp;gt;.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
Migrating data to AtoM? Check out the [[Resources/CSV transformation|CSV transformation]] page for information on transformation scripting!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Page organization'''&lt;br /&gt;
&lt;br /&gt;
This page has been divided first by type and then by release.&lt;br /&gt;
&lt;br /&gt;
If there are no changes to the CSV templates for a major release, a link or section will not be included - you can then use the templates from the previous release. Be sure to review the CSV import documentation in the AtoM [https://accesstomemory.org/docs User manual] for your release.&lt;br /&gt;
&lt;br /&gt;
==Archival descriptions==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for archival descriptions, organized by each major release. A change log is included so that you can quickly determine what has changed.&lt;br /&gt;
&lt;br /&gt;
At this time, we provide templates for the ISAD(G) and RAD descriptive templates in AtoM. If you are using a different content standard (e.g. DACS, DC, or MODS), we recommend using the ISAD(G) template and ignoring any fields that do not crosswalk. Information about crosswalk mappings can be found in the Data Entry / Templates section of the AtoM [https://accesstomemory.org/docs User manual.]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There have been '''no changes to the columns''' in these updated templates. Instead, the sample data has been updated to include references to the relevant standard element, and columns previously not included in the examples have been added. You can still use the 2.3 templates with AtoM 2.3, 2.4, 2.5, and 2.6, however!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Added missing columns from examples - &amp;lt;code&amp;gt;accessionNumber&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;. See issue #13300&lt;br /&gt;
* Updated the example data to include references to the related standard element number wherever possible. See issue #10070&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.6.csv|ISAD 2.6 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.6.csv|RAD 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The AtoM 2.3 release includes CSV export functionality. During roundtrip testing, it was discovered that events which were not &amp;quot;creation&amp;quot; were not properly roundtripping (e.g. exporting and re-importing properly). Consequently, to better support users importing and exporting data about events and actors who are not creators (but might be accumulators, manufacturers, broadcasters, etc), '''major changes have been made to the 2.3 CSV template''' relating to actors and events. This means that '''2.2 and earlier CSV templates may no longer import properly'''. Please see the 2.3 CSV import documentation for further guidance.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Changes to how Actors and events (e.g. creators, creation events, etc) are implemented to better support roundtripping of non-creation events (e.g. accumulation, broadcasting, etc)&lt;br /&gt;
** &amp;lt;code&amp;gt;creators&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creatorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; columns removed&lt;br /&gt;
** &amp;lt;code&amp;gt;eventActors&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventActorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventTypes&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt; columns added to replace previous columns&lt;br /&gt;
** In RAD template, &amp;lt;code&amp;gt;eventDescriptions&amp;lt;/code&amp;gt; replaces &amp;lt;code&amp;gt;creationDateNotes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventPlaces&amp;lt;/code&amp;gt; has been added&lt;br /&gt;
* Added new &amp;lt;code&amp;gt;genreAccessPoints&amp;lt;/code&amp;gt; column to support genre access points - see issue #9390&lt;br /&gt;
* Removed duplicate column &amp;lt;code&amp;gt;radNoteOnPublishersSeries&amp;lt;/code&amp;gt; - see issue #9762&lt;br /&gt;
* Updated the sample data for better mapping to related standards fields - see issue #10070&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.3.csv|ISAD 2.3 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.3.csv|RAD 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Change &amp;lt;code&amp;gt;creatorDates&amp;lt;/code&amp;gt; column header and related columns labels to &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/6526 #6526]&lt;br /&gt;
* Add new columns to allow import of &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;alternativeIdentifierLabels&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/7388 #7388]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.2.csv|ISAD 2.2 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.2.csv|RAD 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* &amp;lt;code&amp;gt;digitalObjectURI&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt; columns added for importing digital objects with archival descriptions - see issue [https://projects.artefactual.com/issues/6525 #6525]&lt;br /&gt;
* Cast, Credits, and Signatures columns added to RAD CSV template - see issue [https://projects.artefactual.com/issues/7130 #7130]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.1.csv|ISAD 2.1 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.1.csv|RAD 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
These archival description CSV templates should work for AtoM 2.0.0, 2.0.1, 2.0.2, and any earlier version of ICA-AtoM that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.0.csv|ISAD CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.0.csv|RAD CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Accessions==&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorNotes&amp;lt;/code&amp;gt; column added. See issue #12799&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorContactPerson&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;donorFax&amp;lt;/code&amp;gt; columns added. See issue #13310&lt;br /&gt;
* Alternative identifier support added to Accessions module. New columns added for &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;alternativeIdentifierTypes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;alternativeIdentifierNotes&amp;lt;/code&amp;gt;. These columns support the use of pipe &amp;lt;code&amp;gt;|&amp;lt;/code&amp;gt; separators for multiple values in a row. See issue #13262&lt;br /&gt;
* Physical storage linking now added to Accessions module. New columns added for &amp;lt;code&amp;gt;physicalStorageName&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;physicalStorageLocation&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;physicalStorageType&amp;lt;/code&amp;gt;. See issue #13268&lt;br /&gt;
* Other changes to import behavior:&lt;br /&gt;
** Previously, new terms in the &amp;lt;code&amp;gt;resourceType&amp;lt;/code&amp;gt; or &amp;lt;code&amp;gt;acquisitionType&amp;lt;/code&amp;gt; columns would trigger an error and halt the import. Now, they will be added to the related taxonomy&lt;br /&gt;
** When a duplicate accessionNumber is encountered during an import, the console log will now include the accession number of the conflict for reference&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-accessions-2.6.csv|Accessions 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Changes to actor/event handling columns in Accessions CSV template:&lt;br /&gt;
** Removed &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;creationDatesType&amp;lt;/code&amp;gt;&lt;br /&gt;
** Added &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;. and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions_2.3.csv|Accessions 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add 4 new columns to Accessions CSV import template to allow for creation date imports - see issue #8463&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.2.csv|Accessions 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add &amp;lt;code&amp;gt;qubitParentSlug&amp;lt;/code&amp;gt; to accessions CSV import to allow accessions import to link to existing descriptions - see issue [https://projects.artefactual.com/issues/6752 #6752]&lt;br /&gt;
* Add &amp;lt;code&amp;gt;identifier&amp;lt;/code&amp;gt; as an option for the second column in the digital object CSV import task - see the related documentation [https://accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/#load-digital-objects-via-the-command-line here.]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.1.csv|Accessions 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
The following  CSV templates should work for AtoM 2.0.0, 2.0.1, and 2.0.2, as well as any previous ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.0.csv|Accession CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Deaccession records==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for deaccession records, organized by each major release. A change log is included so that you can quickly determine what has changed. The ability to import deaccession records via CSV was first introduced in the AtoM [[Releases/Release announcements/Release 2.5|2.5 release]].&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_deaccessions-2.5.csv|2.5 Deaccession CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Authority records==&lt;br /&gt;
&lt;br /&gt;
In AtoM, there are 2 CSV templates for importing authority records - a primary template, as well as one optional secondary templates to add relationships between actors (the Relationships CSV).&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
Prior to 2.6, alternative forms of name could only be imported via a separate CSV imported at the same time as new authority record data in the primary template, using the CSV import command-line task. We have overhauled the CSV import templates, merging the alias fields into the primary template, revising the relationships CSV, and adding support for importing relationships via the user interface. Users can also add relationships to existing authority records - previously, the relationships CSV could only be imported at the same time as new data in the primary authority record template, using the CSV import command-line task. We've also fixed a bug where new entity types (or a mismatch in capitalization for existing entity types) would cause a CSV import to fail.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The alias CSV template has been '''deprecated''' and the relationships CSV has been significantly overhauled. Be sure to use the latest templates when importing data into a 2.6 AtoM installation!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Deprecate the Aliases CSV template. Merge the alias CSV fields into the primary authority record CSV template - add new multi-value columns for &amp;lt;code&amp;gt;parallelNames&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;standardizedNames&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;otherFormsOfName&amp;lt;/code&amp;gt; to the primary authority record CSV template. See issue #13277&lt;br /&gt;
* Include digital objects on CSV import and export templates. Since release 2.5 authority records can be linked to a digital object (e.g. a profile picture of the authority record subject). These can be imported on the CSV template using a local file path (&amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;) or an external URI (&amp;lt;code&amp;gt;digitalOjbectURI&amp;lt;/code&amp;gt;). Any linked digital objects are included on CSV export as a URI to the AtoM path for the digital object.&lt;br /&gt;
* Overhaul the Relationships CSV template. Rename &amp;lt;code&amp;gt;source&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;target&amp;lt;/code&amp;gt; columns to &amp;lt;code&amp;gt;subjectAuthorizedFormOfName&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;objectAuthorizedFormOfName&amp;lt;/code&amp;gt;. Replace &amp;lt;code&amp;gt;category&amp;lt;/code&amp;gt; column with &amp;lt;code&amp;gt;relationType&amp;lt;/code&amp;gt; and support use of bi-directional relationship terms (e.g. &amp;quot;controls&amp;quot; / &amp;quot;is controlled by&amp;quot;) as values. See issue #13279&lt;br /&gt;
* Allow the Relationships CSV to be used to add relationships between existing authority records. See issue #13280&lt;br /&gt;
* Add support for importing relationships via the user interface. See issue #13286&lt;br /&gt;
* Fix issue with new entity types or variations in capitalization for existing entity type names causing the import to fail. See issue #13295&lt;br /&gt;
* Update the sample data in the authority record example template to reference related ISAAR-CPF standard element numbers wherever possible&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.6.csv|2.6 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.6.csv|2.6 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.5 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for &amp;lt;code&amp;gt;subjectAccessPoints&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;placeAccessPoints&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/12647 12647].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.5.csv|2.5 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.4 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for occupations data: &amp;lt;code&amp;gt;actorOccupations&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;actorOccupationNotes&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/11081 11081].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.4.csv|2.4 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 CSV templates===&lt;br /&gt;
&lt;br /&gt;
The primary authority record template found below should work with all releases up to version 2.3. The Aliases and Relationships CSV templates should work for command-line imports on all versions of AtoM.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.0.csv|2.0 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_aliases-2.0.csv|2.0 Authority record aliases CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.0.csv|2.0 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Archival Institutions==&lt;br /&gt;
&lt;br /&gt;
CSV import and export for archival institutions (aka repository records) was introduced in the 2.4 release.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There was a bug in the 2.4.0 release that prevented some fields from importing and exporting in the archival institution CSV. This has been fixed in the 2.4.1 bug fix release. For more details, see issue #[https://projects.artefactual.com/issues/10853 10853].&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-repositories-2.4.csv|Archival Institutions CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Physical storage containers and locations==&lt;br /&gt;
&lt;br /&gt;
The ability to import physical storage data was added to AtoM in the 2.6 release.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-physicalobject-2.6.csv|Physical storage CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Events==&lt;br /&gt;
&lt;br /&gt;
The AtoM events CSV templates have not changed since AtoM 2.0.0. The following CSV templates should work for any AtoM or ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_events-2.0.csv|Events CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Digital objects==&lt;br /&gt;
&lt;br /&gt;
It is possible to link digital objects to existing descriptions using a CSV template, but we do not provide an example template because the format is very simple. For further information, please see the relevant section in the CSV import documentation:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/admin-manual/maintenance/cli-import-export/#load-digital-objects-via-the-command-line&lt;br /&gt;
&lt;br /&gt;
&amp;lt;br /&amp;gt;&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Resources|Back to Resources]]&lt;br /&gt;
* [[Main Page|Back to AtoM wiki home]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Resources]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2889</id>
		<title>Resources/CSV templates</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2889"/>
				<updated>2020-06-27T18:13:19Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: Add info about digital object import/export on authority record CSV import/export&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle:CSV templates}}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Resources]] &amp;gt; Resources/CSV templates&lt;br /&gt;
&lt;br /&gt;
On this page you will find copies of the CSV templates we provide for use when importing data into AtoM. As the CSV files change over versions, we will add sections, so that you can be sure you are using the right template for your AtoM installation.&lt;br /&gt;
&lt;br /&gt;
For more information on CSV import, see the Import/Export section of our [https://accesstomemory.org/docs User manual.] Links directly to each major release's CSV import documentation are included in the relevant sections below.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Did you know you can also find all the CSV import templates inside AtoM? They are located in &amp;lt;code&amp;gt;lib/task/import/example&amp;lt;/code&amp;gt;.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
Migrating data to AtoM? Check out the [[Resources/CSV transformation|CSV transformation]] page for information on transformation scripting!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Page organization'''&lt;br /&gt;
&lt;br /&gt;
This page has been divided first by type and then by release.&lt;br /&gt;
&lt;br /&gt;
If there are no changes to the CSV templates for a major release, a link or section will not be included - you can then use the templates from the previous release. Be sure to review the CSV import documentation in the AtoM [https://accesstomemory.org/docs User manual] for your release.&lt;br /&gt;
&lt;br /&gt;
==Archival descriptions==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for archival descriptions, organized by each major release. A change log is included so that you can quickly determine what has changed.&lt;br /&gt;
&lt;br /&gt;
At this time, we provide templates for the ISAD(G) and RAD descriptive templates in AtoM. If you are using a different content standard (e.g. DACS, DC, or MODS), we recommend using the ISAD(G) template and ignoring any fields that do not crosswalk. Information about crosswalk mappings can be found in the Data Entry / Templates section of the AtoM [https://accesstomemory.org/docs User manual.]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There have been '''no changes to the columns''' in these updated templates. Instead, the sample data has been updated to include references to the relevant standard element, and columns previously not included in the examples have been added. You can still use the 2.3 templates with AtoM 2.3, 2.4, 2.5, and 2.6, however!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Added missing columns from examples - &amp;lt;code&amp;gt;accessionNumber&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;. See issue #13300&lt;br /&gt;
* Updated the example data to include references to the related standard element number wherever possible. See issue #10070&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.6.csv|ISAD 2.6 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.6.csv|RAD 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The AtoM 2.3 release includes CSV export functionality. During roundtrip testing, it was discovered that events which were not &amp;quot;creation&amp;quot; were not properly roundtripping (e.g. exporting and re-importing properly). Consequently, to better support users importing and exporting data about events and actors who are not creators (but might be accumulators, manufacturers, broadcasters, etc), '''major changes have been made to the 2.3 CSV template''' relating to actors and events. This means that '''2.2 and earlier CSV templates may no longer import properly'''. Please see the 2.3 CSV import documentation for further guidance.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Changes to how Actors and events (e.g. creators, creation events, etc) are implemented to better support roundtripping of non-creation events (e.g. accumulation, broadcasting, etc)&lt;br /&gt;
** &amp;lt;code&amp;gt;creators&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creatorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; columns removed&lt;br /&gt;
** &amp;lt;code&amp;gt;eventActors&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventActorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventTypes&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt; columns added to replace previous columns&lt;br /&gt;
** In RAD template, &amp;lt;code&amp;gt;eventDescriptions&amp;lt;/code&amp;gt; replaces &amp;lt;code&amp;gt;creationDateNotes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventPlaces&amp;lt;/code&amp;gt; has been added&lt;br /&gt;
* Added new &amp;lt;code&amp;gt;genreAccessPoints&amp;lt;/code&amp;gt; column to support genre access points - see issue #9390&lt;br /&gt;
* Removed duplicate column &amp;lt;code&amp;gt;radNoteOnPublishersSeries&amp;lt;/code&amp;gt; - see issue #9762&lt;br /&gt;
* Updated the sample data for better mapping to related standards fields - see issue #10070&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.3.csv|ISAD 2.3 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.3.csv|RAD 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Change &amp;lt;code&amp;gt;creatorDates&amp;lt;/code&amp;gt; column header and related columns labels to &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/6526 #6526]&lt;br /&gt;
* Add new columns to allow import of &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;alternativeIdentifierLabels&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/7388 #7388]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.2.csv|ISAD 2.2 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.2.csv|RAD 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* &amp;lt;code&amp;gt;digitalObjectURI&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt; columns added for importing digital objects with archival descriptions - see issue [https://projects.artefactual.com/issues/6525 #6525]&lt;br /&gt;
* Cast, Credits, and Signatures columns added to RAD CSV template - see issue [https://projects.artefactual.com/issues/7130 #7130]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.1.csv|ISAD 2.1 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.1.csv|RAD 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
These archival description CSV templates should work for AtoM 2.0.0, 2.0.1, 2.0.2, and any earlier version of ICA-AtoM that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.0.csv|ISAD CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.0.csv|RAD CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Accessions==&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorNotes&amp;lt;/code&amp;gt; column added. See issue #12799&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorContactPerson&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;donorFax&amp;lt;/code&amp;gt; columns added. See issue #13310&lt;br /&gt;
* Alternative identifier support added to Accessions module. New columns added for &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;alternativeIdentifierTypes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;alternativeIdentifierNotes&amp;lt;/code&amp;gt;. These columns support the use of pipe &amp;lt;code&amp;gt;|&amp;lt;/code&amp;gt; separators for multiple values in a row. See issue #13262&lt;br /&gt;
* Physical storage linking now added to Accessions module. New columns added for &amp;lt;code&amp;gt;physicalStorageName&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;physicalStorageLocation&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;physicalStorageType&amp;lt;/code&amp;gt;. See issue #13268&lt;br /&gt;
* Other changes to import behavior:&lt;br /&gt;
** Previously, new terms in the &amp;lt;code&amp;gt;resourceType&amp;lt;/code&amp;gt; or &amp;lt;code&amp;gt;acquisitionType&amp;lt;/code&amp;gt; columns would trigger an error and halt the import. Now, they will be added to the related taxonomy&lt;br /&gt;
** When a duplicate accessionNumber is encountered during an import, the console log will now include the accession number of the conflict for reference&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-accessions-2.6.csv|Accessions 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Changes to actor/event handling columns in Accessions CSV template:&lt;br /&gt;
** Removed &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;creationDatesType&amp;lt;/code&amp;gt;&lt;br /&gt;
** Added &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;. and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions_2.3.csv|Accessions 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add 4 new columns to Accessions CSV import template to allow for creation date imports - see issue #8463&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.2.csv|Accessions 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add &amp;lt;code&amp;gt;qubitParentSlug&amp;lt;/code&amp;gt; to accessions CSV import to allow accessions import to link to existing descriptions - see issue [https://projects.artefactual.com/issues/6752 #6752]&lt;br /&gt;
* Add &amp;lt;code&amp;gt;identifier&amp;lt;/code&amp;gt; as an option for the second column in the digital object CSV import task - see the related documentation [https://accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/#load-digital-objects-via-the-command-line here.]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.1.csv|Accessions 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
The following  CSV templates should work for AtoM 2.0.0, 2.0.1, and 2.0.2, as well as any previous ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.0.csv|Accession CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Deaccession records==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for deaccession records, organized by each major release. A change log is included so that you can quickly determine what has changed. The ability to import deaccession records via CSV was first introduced in the AtoM [[Releases/Release announcements/Release 2.5|2.5 release]].&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_deaccessions-2.5.csv|2.5 Deaccession CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Authority records==&lt;br /&gt;
&lt;br /&gt;
In AtoM, there are 2 CSV templates for importing authority records - a primary template, as well as one optional secondary templates to add relationships between actors (the Relationships CSV).&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
Prior to 2.6, alternative forms of name could only be imported via a separate CSV imported at the same time as new authority record data in the primary template, using the CSV import command-line task. We have overhauled the CSV import templates, merging the alias fields into the primary template, revising the relationships CSV, and adding support for importing relationships via the user interface. Users can also add relationships to existing authority records - previously, the relationships CSV could only be imported at the same time as new data in the primary authority record template, using the CSV import command-line task. We've also fixed a bug where new entity types (or a mismatch in capitalization for existing entity types) would cause a CSV import to fail.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The alias CSV template has been '''deprecated''' and the relationships CSV has been significantly overhauled. Be sure to use the latest templates when importing data into a 2.6 AtoM installation!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Deprecate the Aliases CSV template. Merge the alias CSV fields into the primary authority record CSV template - add new multi-value columns for &amp;lt;code&amp;gt;parallelNames&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;standardizedNames&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;otherFormsOfName&amp;lt;/code&amp;gt; to the primary authority record CSV template. See issue #13277&lt;br /&gt;
* Include digital objects on CSV import and export templates. Since release 2.5 authority records can be linked to a digital object (e.g. a profile picture of the authority record subject). These can be imported on the CSV template using a local file path or an external URI. Any linked digital objects are included on CSV export as a URI to the AtoM path for the digital object.&lt;br /&gt;
* Overhaul the Relationships CSV template. Rename &amp;lt;code&amp;gt;source&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;target&amp;lt;/code&amp;gt; columns to &amp;lt;code&amp;gt;subjectAuthorizedFormOfName&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;objectAuthorizedFormOfName&amp;lt;/code&amp;gt;. Replace &amp;lt;code&amp;gt;category&amp;lt;/code&amp;gt; column with &amp;lt;code&amp;gt;relationType&amp;lt;/code&amp;gt; and support use of bi-directional relationship terms (e.g. &amp;quot;controls&amp;quot; / &amp;quot;is controlled by&amp;quot;) as values. See issue #13279&lt;br /&gt;
* Allow the Relationships CSV to be used to add relationships between existing authority records. See issue #13280&lt;br /&gt;
* Add support for importing relationships via the user interface. See issue #13286&lt;br /&gt;
* Fix issue with new entity types or variations in capitalization for existing entity type names causing the import to fail. See issue #13295&lt;br /&gt;
* Update the sample data in the authority record example template to reference related ISAAR-CPF standard element numbers wherever possible&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.6.csv|2.6 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.6.csv|2.6 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.5 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for &amp;lt;code&amp;gt;subjectAccessPoints&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;placeAccessPoints&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/12647 12647].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.5.csv|2.5 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.4 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for occupations data: &amp;lt;code&amp;gt;actorOccupations&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;actorOccupationNotes&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/11081 11081].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.4.csv|2.4 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 CSV templates===&lt;br /&gt;
&lt;br /&gt;
The primary authority record template found below should work with all releases up to version 2.3. The Aliases and Relationships CSV templates should work for command-line imports on all versions of AtoM.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.0.csv|2.0 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_aliases-2.0.csv|2.0 Authority record aliases CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.0.csv|2.0 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Archival Institutions==&lt;br /&gt;
&lt;br /&gt;
CSV import and export for archival institutions (aka repository records) was introduced in the 2.4 release.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There was a bug in the 2.4.0 release that prevented some fields from importing and exporting in the archival institution CSV. This has been fixed in the 2.4.1 bug fix release. For more details, see issue #[https://projects.artefactual.com/issues/10853 10853].&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-repositories-2.4.csv|Archival Institutions CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Physical storage containers and locations==&lt;br /&gt;
&lt;br /&gt;
The ability to import physical storage data was added to AtoM in the 2.6 release.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-physicalobject-2.6.csv|Physical storage CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Events==&lt;br /&gt;
&lt;br /&gt;
The AtoM events CSV templates have not changed since AtoM 2.0.0. The following CSV templates should work for any AtoM or ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_events-2.0.csv|Events CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Digital objects==&lt;br /&gt;
&lt;br /&gt;
It is possible to link digital objects to existing descriptions using a CSV template, but we do not provide an example template because the format is very simple. For further information, please see the relevant section in the CSV import documentation:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/admin-manual/maintenance/cli-import-export/#load-digital-objects-via-the-command-line&lt;br /&gt;
&lt;br /&gt;
&amp;lt;br /&amp;gt;&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Resources|Back to Resources]]&lt;br /&gt;
* [[Main Page|Back to AtoM wiki home]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Resources]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2888</id>
		<title>Resources/CSV templates</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Resources/CSV_templates&amp;diff=2888"/>
				<updated>2020-06-27T17:58:38Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle:CSV templates}}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Resources]] &amp;gt; Resources/CSV templates&lt;br /&gt;
&lt;br /&gt;
On this page you will find copies of the CSV templates we provide for use when importing data into AtoM. As the CSV files change over versions, we will add sections, so that you can be sure you are using the right template for your AtoM installation.&lt;br /&gt;
&lt;br /&gt;
For more information on CSV import, see the Import/Export section of our [https://accesstomemory.org/docs User manual.] Links directly to each major release's CSV import documentation are included in the relevant sections below.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Did you know you can also find all the CSV import templates inside AtoM? They are located in &amp;lt;code&amp;gt;lib/task/import/example&amp;lt;/code&amp;gt;.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
Migrating data to AtoM? Check out the [[Resources/CSV transformation|CSV transformation]] page for information on transformation scripting!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Page organization'''&lt;br /&gt;
&lt;br /&gt;
This page has been divided first by type and then by release.&lt;br /&gt;
&lt;br /&gt;
If there are no changes to the CSV templates for a major release, a link or section will not be included - you can then use the templates from the previous release. Be sure to review the CSV import documentation in the AtoM [https://accesstomemory.org/docs User manual] for your release.&lt;br /&gt;
&lt;br /&gt;
==Archival descriptions==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for archival descriptions, organized by each major release. A change log is included so that you can quickly determine what has changed.&lt;br /&gt;
&lt;br /&gt;
At this time, we provide templates for the ISAD(G) and RAD descriptive templates in AtoM. If you are using a different content standard (e.g. DACS, DC, or MODS), we recommend using the ISAD(G) template and ignoring any fields that do not crosswalk. Information about crosswalk mappings can be found in the Data Entry / Templates section of the AtoM [https://accesstomemory.org/docs User manual.]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There have been '''no changes to the columns''' in these updated templates. Instead, the sample data has been updated to include references to the relevant standard element, and columns previously not included in the examples have been added. You can still use the 2.3 templates with AtoM 2.3, 2.4, 2.5, and 2.6, however!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Added missing columns from examples - &amp;lt;code&amp;gt;accessionNumber&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt;. See issue #13300&lt;br /&gt;
* Updated the example data to include references to the related standard element number wherever possible. See issue #10070&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.6.csv|ISAD 2.6 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.6.csv|RAD 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The AtoM 2.3 release includes CSV export functionality. During roundtrip testing, it was discovered that events which were not &amp;quot;creation&amp;quot; were not properly roundtripping (e.g. exporting and re-importing properly). Consequently, to better support users importing and exporting data about events and actors who are not creators (but might be accumulators, manufacturers, broadcasters, etc), '''major changes have been made to the 2.3 CSV template''' relating to actors and events. This means that '''2.2 and earlier CSV templates may no longer import properly'''. Please see the 2.3 CSV import documentation for further guidance.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Changes to how Actors and events (e.g. creators, creation events, etc) are implemented to better support roundtripping of non-creation events (e.g. accumulation, broadcasting, etc)&lt;br /&gt;
** &amp;lt;code&amp;gt;creators&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creatorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; columns removed&lt;br /&gt;
** &amp;lt;code&amp;gt;eventActors&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventActorHistories&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventTypes&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt; columns added to replace previous columns&lt;br /&gt;
** In RAD template, &amp;lt;code&amp;gt;eventDescriptions&amp;lt;/code&amp;gt; replaces &amp;lt;code&amp;gt;creationDateNotes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;eventPlaces&amp;lt;/code&amp;gt; has been added&lt;br /&gt;
* Added new &amp;lt;code&amp;gt;genreAccessPoints&amp;lt;/code&amp;gt; column to support genre access points - see issue #9390&lt;br /&gt;
* Removed duplicate column &amp;lt;code&amp;gt;radNoteOnPublishersSeries&amp;lt;/code&amp;gt; - see issue #9762&lt;br /&gt;
* Updated the sample data for better mapping to related standards fields - see issue #10070&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.3.csv|ISAD 2.3 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.3.csv|RAD 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Change &amp;lt;code&amp;gt;creatorDates&amp;lt;/code&amp;gt; column header and related columns labels to &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/6526 #6526]&lt;br /&gt;
* Add new columns to allow import of &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;alternativeIdentifierLabels&amp;lt;/code&amp;gt; - see issue [https://projects.artefactual.com/issues/7388 #7388]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.2.csv|ISAD 2.2 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.2.csv|RAD 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* &amp;lt;code&amp;gt;digitalObjectURI&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;digitalObjectPath&amp;lt;/code&amp;gt; columns added for importing digital objects with archival descriptions - see issue [https://projects.artefactual.com/issues/6525 #6525]&lt;br /&gt;
* Cast, Credits, and Signatures columns added to RAD CSV template - see issue [https://projects.artefactual.com/issues/7130 #7130]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.1.csv|ISAD 2.1 CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.1.csv|RAD 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
These archival description CSV templates should work for AtoM 2.0.0, 2.0.1, 2.0.2, and any earlier version of ICA-AtoM that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_information_objects_isad-2.0.csv|ISAD CSV template]]&lt;br /&gt;
* [[media:example_information_objects_rad-2.0.csv|RAD CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Accessions==&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorNotes&amp;lt;/code&amp;gt; column added. See issue #12799&lt;br /&gt;
* new &amp;lt;code&amp;gt;donorContactPerson&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;donorFax&amp;lt;/code&amp;gt; columns added. See issue #13310&lt;br /&gt;
* Alternative identifier support added to Accessions module. New columns added for &amp;lt;code&amp;gt;alternativeIdentifiers&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;alternativeIdentifierTypes&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;alternativeIdentifierNotes&amp;lt;/code&amp;gt;. These columns support the use of pipe &amp;lt;code&amp;gt;|&amp;lt;/code&amp;gt; separators for multiple values in a row. See issue #13262&lt;br /&gt;
* Physical storage linking now added to Accessions module. New columns added for &amp;lt;code&amp;gt;physicalStorageName&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;physicalStorageLocation&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;physicalStorageType&amp;lt;/code&amp;gt;. See issue #13268&lt;br /&gt;
* Other changes to import behavior:&lt;br /&gt;
** Previously, new terms in the &amp;lt;code&amp;gt;resourceType&amp;lt;/code&amp;gt; or &amp;lt;code&amp;gt;acquisitionType&amp;lt;/code&amp;gt; columns would trigger an error and halt the import. Now, they will be added to the related taxonomy&lt;br /&gt;
** When a duplicate accessionNumber is encountered during an import, the console log will now include the accession number of the conflict for reference&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-accessions-2.6.csv|Accessions 2.6 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.3 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Changes to actor/event handling columns in Accessions CSV template:&lt;br /&gt;
** Removed &amp;lt;code&amp;gt;creationDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;creationDatesEnd&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;creationDatesType&amp;lt;/code&amp;gt;&lt;br /&gt;
** Added &amp;lt;code&amp;gt;eventDates&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesStart&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;. and &amp;lt;code&amp;gt;eventDatesEnd&amp;lt;/code&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.3 CSV import documentation [https://www.accesstomemory.org/docs/2.3/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions_2.3.csv|Accessions 2.3 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.2 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add 4 new columns to Accessions CSV import template to allow for creation date imports - see issue #8463&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.2 CSV import documentation [https://www.accesstomemory.org/docs/2.2/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.2.csv|Accessions 2.2 CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.1 CSV templates===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
* Add &amp;lt;code&amp;gt;qubitParentSlug&amp;lt;/code&amp;gt; to accessions CSV import to allow accessions import to link to existing descriptions - see issue [https://projects.artefactual.com/issues/6752 #6752]&lt;br /&gt;
* Add &amp;lt;code&amp;gt;identifier&amp;lt;/code&amp;gt; as an option for the second column in the digital object CSV import task - see the related documentation [https://accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/#load-digital-objects-via-the-command-line here.]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.1 CSV import documentation [https://www.accesstomemory.org/docs/2.1/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.1.csv|Accessions 2.1 CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0.0 and earlier CSV templates===&lt;br /&gt;
&lt;br /&gt;
The following  CSV templates should work for AtoM 2.0.0, 2.0.1, and 2.0.2, as well as any previous ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.0 CSV import documentation [https://www.accesstomemory.org/docs/2.0/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_accessions-2.0.csv|Accession CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Deaccession records==&lt;br /&gt;
&lt;br /&gt;
Below you'll find copies of the CSV template examples for deaccession records, organized by each major release. A change log is included so that you can quickly determine what has changed. The ability to import deaccession records via CSV was first introduced in the AtoM [[Releases/Release announcements/Release 2.5|2.5 release]].&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_deaccessions-2.5.csv|2.5 Deaccession CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Authority records==&lt;br /&gt;
&lt;br /&gt;
In AtoM, there are 2 CSV templates for importing authority records - a primary template, as well as one optional secondary templates to add relationships between actors (the Relationships CSV).&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.6 CSV templates===&lt;br /&gt;
&lt;br /&gt;
Prior to 2.6, alternative forms of name could only be imported via a separate CSV imported at the same time as new authority record data in the primary template, using the CSV import command-line task. We have overhauled the CSV import templates, merging the alias fields into the primary template, revising the relationships CSV, and adding support for importing relationships via the user interface. Users can also add relationships to existing authority records - previously, the relationships CSV could only be imported at the same time as new data in the primary authority record template, using the CSV import command-line task. We've also fixed a bug where new entity types (or a mismatch in capitalization for existing entity types) would cause a CSV import to fail.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
The alias CSV template has been '''deprecated''' and the relationships CSV has been significantly overhauled. Be sure to use the latest templates when importing data into a 2.6 AtoM installation!&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Deprecate the Aliases CSV template. Merge the alias CSV fields into the primary authority record CSV template - add new multi-value columns for &amp;lt;code&amp;gt;parallelNames&amp;lt;/code&amp;gt;, &amp;lt;code&amp;gt;standardizedNames&amp;lt;/code&amp;gt;, and &amp;lt;code&amp;gt;otherFormsOfName&amp;lt;/code&amp;gt; to the primary authority record CSV template. See issue #13277&lt;br /&gt;
* Overhaul the Relationships CSV template. Rename &amp;lt;code&amp;gt;source&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;target&amp;lt;/code&amp;gt; columns to &amp;lt;code&amp;gt;subjectAuthorizedFormOfName&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;objectAuthorizedFormOfName&amp;lt;/code&amp;gt;. Replace &amp;lt;code&amp;gt;category&amp;lt;/code&amp;gt; column with &amp;lt;code&amp;gt;relationType&amp;lt;/code&amp;gt; and support use of bi-directional relationship terms (e.g. &amp;quot;controls&amp;quot; / &amp;quot;is controlled by&amp;quot;) as values. See issue #13279&lt;br /&gt;
* Allow the Relationships CSV to be used to add relationships between existing authority records. See issue #13280&lt;br /&gt;
* Add support for importing relationships via the user interface. See issue #13286&lt;br /&gt;
* Fix issue with new entity types or variations in capitalization for existing entity type names causing the import to fail. See issue #13295&lt;br /&gt;
* Update the sample data in the authority record example template to reference related ISAAR-CPF standard element numbers wherever possible&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.6.csv|2.6 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.6.csv|2.6 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the 2.6 CSV import documentation [https://www.accesstomemory.org/docs/2.6/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.5 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for &amp;lt;code&amp;gt;subjectAccessPoints&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;placeAccessPoints&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/12647 12647].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.5.csv|2.5 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.4 CSV template===&lt;br /&gt;
&lt;br /&gt;
'''Change log'''&lt;br /&gt;
&lt;br /&gt;
* Add 2 new fields to the actor CSV import template for occupations data: &amp;lt;code&amp;gt;actorOccupations&amp;lt;/code&amp;gt; and &amp;lt;code&amp;gt;actorOccupationNotes&amp;lt;/code&amp;gt;. For more details, see issue #[https://projects.artefactual.com/issues/11081 11081].&lt;br /&gt;
&lt;br /&gt;
'''Template'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-authority-records-2.4.csv|2.4 Authority record CSV template]]&lt;br /&gt;
&lt;br /&gt;
===AtoM 2.0 CSV templates===&lt;br /&gt;
&lt;br /&gt;
The primary authority record template found below should work with all releases up to version 2.3. The Aliases and Relationships CSV templates should work for command-line imports on all versions of AtoM.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_authority_records-2.0.csv|2.0 Authority record CSV template]]&lt;br /&gt;
* [[media:example_authority_record_aliases-2.0.csv|2.0 Authority record aliases CSV template]]&lt;br /&gt;
* [[media:example_authority_record_relationships-2.0.csv|2.0 Authority record relationships CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Archival Institutions==&lt;br /&gt;
&lt;br /&gt;
CSV import and export for archival institutions (aka repository records) was introduced in the 2.4 release.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
There was a bug in the 2.4.0 release that prevented some fields from importing and exporting in the archival institution CSV. This has been fixed in the 2.4.1 bug fix release. For more details, see issue #[https://projects.artefactual.com/issues/10853 10853].&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-repositories-2.4.csv|Archival Institutions CSV template]]&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
==Physical storage containers and locations==&lt;br /&gt;
&lt;br /&gt;
The ability to import physical storage data was added to AtoM in the 2.6 release.&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example-physicalobject-2.6.csv|Physical storage CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Events==&lt;br /&gt;
&lt;br /&gt;
The AtoM events CSV templates have not changed since AtoM 2.0.0. The following CSV templates should work for any AtoM or ICA-AtoM release that supports CSV import.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;see also&amp;quot;&amp;gt;&lt;br /&gt;
See the latest CSV import documentation [https://www.accesstomemory.org/docs/latest/user-manual/import-export/csv-import/ here.]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''Templates'''&lt;br /&gt;
&lt;br /&gt;
* [[media:example_events-2.0.csv|Events CSV template]]&lt;br /&gt;
&lt;br /&gt;
==Digital objects==&lt;br /&gt;
&lt;br /&gt;
It is possible to link digital objects to existing descriptions using a CSV template, but we do not provide an example template because the format is very simple. For further information, please see the relevant section in the CSV import documentation:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/admin-manual/maintenance/cli-import-export/#load-digital-objects-via-the-command-line&lt;br /&gt;
&lt;br /&gt;
&amp;lt;br /&amp;gt;&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Resources|Back to Resources]]&lt;br /&gt;
* [[Main Page|Back to AtoM wiki home]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Resources]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Resources/Documentation/Contribution_guidelines&amp;diff=2887</id>
		<title>Resources/Documentation/Contribution guidelines</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Resources/Documentation/Contribution_guidelines&amp;diff=2887"/>
				<updated>2020-06-26T22:45:30Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: fix Artefactual typos&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle:Documentation contribution guidelines}}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Resources]] &amp;gt; [[Resources/Documentation]] &amp;gt; Resources/Documentation/Contribution guidelines&lt;br /&gt;
&lt;br /&gt;
This page offers a overview of best-practice suggestions for contributing documentation. We strongly recommend reviewing this page before contributing to the AtoM documentation - thanks! This document covers how to structure and format contributions to meet the established conventions of Sphinx, and of our documentation structure. For information on ''how'' you can contribute, see: [[Resources/Documentation/Contribute|Contribute documentation]].&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
* [[Development/Contribute code|Contribute code]]&lt;br /&gt;
* [[Resources/Translation|Contribute translations]]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
=Contribution guidelines=&lt;br /&gt;
&lt;br /&gt;
So you're thinking of contributing to our documentation? See something that needs fixing, or something that could be improved? Great! Below you'll find some helpful guidelines to get you started, and to familiarize you with the approach we have been trying to follow.&lt;br /&gt;
&lt;br /&gt;
In general, there are two main types of contributions:&lt;br /&gt;
&lt;br /&gt;
* '''General improvements''': typo corrections, fixing broken refs or links, correcting inaccurate or out-of-date information, and offering better explanations through clearer writing and additional examples.&lt;br /&gt;
* '''New features or new pages''': Adding a page of documentation that we haven't yet covered in our ongoing rewrite attempts as we move platforms, or documenting a new feature that has been added to AtoM since the last release.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Looking for instructions on how you can contribute? Find them here:&lt;br /&gt;
&lt;br /&gt;
* [[Resources/Documentation/Contribute|Contribute documenation]]&lt;br /&gt;
&lt;br /&gt;
There are a number of ways you can help improve the documentation, even if you don't have the time to improve them yourself! These include:&lt;br /&gt;
&lt;br /&gt;
* [[Resources/Documentation/Contribute#Suggest_minor_fixes_to_Artefactual|Suggesting minor fixes to Artefactal]]&lt;br /&gt;
* [[Resources/Documentation/Contribute#File_an_issue_in_our_documentation_repository|Filing an issue in our documentatoin repository]]&lt;br /&gt;
* [[Resources/Documentation/Contribute#Contribute_documentation_yourself_via_GitHub|Submitting a fix via GitHub's interface]]&lt;br /&gt;
* [[Resources/Documentation/Contribute#Set_up_a_local_environment_using_the_AtoM_Vagrant_box|Setting up a local environment using the AtoM Vagrant box]], and contributing changes using git&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
We welcome both kinds of contributions from our users, and are always aiming to improve our documentation as much and as often as possible. To maintain a sense of consistency and quality over time, here are a few tips.&lt;br /&gt;
&lt;br /&gt;
===Before contributing===&lt;br /&gt;
&lt;br /&gt;
'''1. Understand that our documents are all released under a Creative Commons Attribution-ShareAlike 4.0 license''' ([http://creativecommons.org/licenses/by-sa/4.0/ CC BY SA]). This means that your contributions are being released to Artefactual and the AtoM community to use, share, remix, and distribute as they see fit, provided any distribution takes place under the same licensing. Your work will be a gift to the AtoM user community, and we thank you for it!&lt;br /&gt;
&lt;br /&gt;
'''2. Read through some of the documents we've already created'''. You'll notice that there is a consistent structure to most of them, which we will describe in greater detail below. By reading through some of our existing documentation, you will get a feeling for the overall structure and style. By looking at the source code (there's always a link to the source code in the sidebar), you can see how we've used [http://sphinx-doc.org/ Sphinx] to style and structure the page.&lt;br /&gt;
&lt;br /&gt;
'''3. Familiarize yourself with Sphinx and reStructuredText before starting'''. As outlined above in our [[Resources/Documentation/About|About our documentation]] section of the wiki, we are using the [http://sphinx-doc.org/ Sphinx Python Documentation Generator] to produce the AtoM documentation. Sphinx employs [http://docutils.sourceforge.net/docs/ref/rst/restructuredtext.html reStructured Text] as its markup language, and you'll need to understand how to use its syntax if you want to contribute. The &amp;quot;First Steps with Sphinx&amp;quot; ([http://sphinx-doc.org/tutorial.html here]) is a great introduction to some of the key elements of Sphinx, and the reStructuredText Primer ([http://sphinx-doc.org/rest.html here]) will introduce you to the key characteristics of reST.&lt;br /&gt;
&lt;br /&gt;
'''4. Examine the AtoM documentation glossary'''. Over the years, we have been adding to the glossary in our User Manual in an attempt to be consistent with how we refer to different parts of the application. You should try to use the same terms to refer to different parts of AtoM in your contributions, and you should link to the glossary (using the &amp;lt;code&amp;gt;:term:&amp;lt;/code&amp;gt; reST markup) whenever possible - in general, we try to link a term the first time it is used in any paragraph. You can browse the current Glossary in our manuals here:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/glossary/glossary/&lt;br /&gt;
&lt;br /&gt;
'''5. Make your contributions in the right place'''. Are you contributing to the latest version of our docs, so that these improvements will be carried forward in the next version? Are you looking to edit the Admin manual, but only able to find the User Manual? Learn more about the organization and structure of the documentation by carefully reviewing the section below, on [[Resources/Documentation/Contribution_guidelines#Structure_and_project_organization|Structure and project organiziation]].&lt;br /&gt;
&lt;br /&gt;
'''6. Test your actions in an instance of AtoM before documenting them'''. We recommend following along step-by-step in AtoM as you create documentation, so that you can screenshot the process as you proceed, and so you don't miss any steps. If you find a bug in the software, don't document the bug - let us know! You can make a post in our [https://groups.google.com/forum/#!forum/ica-atom-users User Forum], or email us at [mailto:webmaster@artefactual.com webmaster@artefactual.com] to let us know, and we'll file a bug report and follow up on it.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Structure and project organization==&lt;br /&gt;
&lt;br /&gt;
The AtoM documentation consists of three manuals:&lt;br /&gt;
&lt;br /&gt;
* The [https://www.accesstomemory.org/docs/latest/#user-manual User manual]&lt;br /&gt;
* The [https://www.accesstomemory.org/docs/latest/#administrator-manual Administrator manual]&lt;br /&gt;
* The [https://www.accesstomemory.org/docs/latest/#developer-s-manual Developer's manual]&lt;br /&gt;
&lt;br /&gt;
These correspond to three top-level directories in the AtoM [https://github.com/artefactual/atom-docs documentation repository]&lt;br /&gt;
&lt;br /&gt;
The manuals are meant to be stable. Changes at this level may also require layout changes to the documentation website. New top-level directories should not be added without first consulting Artefactual, who maintains the documentation. Generally, your contributions should have a place in one of these manuals - if you're not sure where, feel free to [mailto:webmaster@artefactual.com get in touch] with us directly, or make a post in our [https://groups.google.com/forum/#!forum/ica-atom-users User Forum].&lt;br /&gt;
&lt;br /&gt;
We version our documentation with each major release (e.g. 2.3, 2.4, 2.5, etc), so users can look at the documentation most relevant to their local installation. In our documentation [https://github.com/artefactual/atom-docs code repository], this is represented as '''branches''', which you can see using the dropdown on the GitHub code repository page:&lt;br /&gt;
&lt;br /&gt;
[[File:git-branch.png|center|385px|frameless| An image of the GitHub branch button]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
Inside each manual, contents are organized as Chapters and Pages. '''Chapters''' are represented as sub-directories within the parent manual directory, and generally correspond to the sections within each manual on the AtoM [https://www.accesstomemory.org/docs/latest/ documentation homepage]., For example, the User manual has chapters such as Overview, Getting started, Access content, Add/Edit content, etc.&lt;br /&gt;
&lt;br /&gt;
[[File:docs-chapters.png|center|330px|frameless|An example of how the AtoM documentation is structured within a manual into chapters]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
Inside each Chapter, content is organized into '''Pages'''. Pages are individual reStructuredText documents, with an &amp;lt;/code&amp;gt;.rst&amp;lt;/code&amp;gt; extension.&lt;br /&gt;
&lt;br /&gt;
[[File:doc-structure.png|center|350px|thumb|An example of how the AtoM documentation is structured within the repository]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
Pages can have sections, lead by section headers, which can be linked throughout the documentation where relevant. A detailed overview of how to structure pages, sections, and section headers will be provided below in the [[Resources/Documentation/Contribution_guidelines#Style_guide|Style guide]]. First, a more detailed overview of the full project structure.&lt;br /&gt;
&lt;br /&gt;
[[File:docs-structure.png|left|240px|frameless|A detailed annotated image of how the AtoM documentation is structured]]&lt;br /&gt;
&lt;br /&gt;
To the left is an annotated image of the AtoM documentation structure as seen in a [https://en.wikipedia.org/wiki/Source_code_editor text editor]. Below, you'll find a brief explanation of each element annotated in the structure image. Further details on how to work with each element will be included below, in the [[Resources/Documentation/Contribution_guidelines#Style_guide|Style guide]].&lt;br /&gt;
&lt;br /&gt;
'''(1) - Main index''': The root &amp;lt;code&amp;gt;index.rst&amp;lt;/code&amp;gt; file is the AtoM documentation homepage you see when navigating to:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest&lt;br /&gt;
&lt;br /&gt;
Any time you add a new page to the AtoM documentation, make sure you also add a link in the appropriate manual's section to the main index, so user can find your new page and navigate to it.&lt;br /&gt;
&lt;br /&gt;
'''(2) - The contents file''': This file acts as the master index for the project, telling Sphinx where to find all the manuals. At first glance, it doesn't contain much:&lt;br /&gt;
&lt;br /&gt;
[[File:docs-contents.png|center|200px|frameless|An image of the contents.rst file in a text editor]]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
However, this page uses the Sphinx &amp;lt;code&amp;gt;toctree&amp;lt;/code&amp;gt; directive to provide the overall structure to our documentation. To understand the importance of this, we recommend you read up in the Sphinx documentation about documentation structure and the table of contents directive:&lt;br /&gt;
&lt;br /&gt;
* [http://www.sphinx-doc.org/en/master/usage/quickstart.html#defining-document-structure Sphinx: Defining document structure]&lt;br /&gt;
* [http://www.sphinx-doc.org/en/master/usage/restructuredtext/directives.html#toctree-directive Spinx: The table of contents directive]&lt;br /&gt;
&lt;br /&gt;
This table of contents is pointing to several other index files in the project - all the manuals have their own &amp;lt;code&amp;gt;index.rst&amp;lt;/code&amp;gt; files, which contain a toctree for the pages in that manual. So this contents page tells Sphinx the overall project structure - it starts with index (our homepage), proceeds with the User manual (the toctree here points to the index.rst file in the user manual, which in turn has its own toctree for all the chapters and pages in the User mnanual, etc.), then the Administrator's manual, and finally with the Developer's manual.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
'''(3) - The User manual index page:''' As mentioned above in '''(2)''', each manual has its own &amp;lt;code&amp;gt;index.rst&amp;lt;/code&amp;gt; file inside the relevant manual direcotry, which contains a toctree for the pages in that manual. Note that the Admin manual, which was created by the Artefactual developers, is organized slightly differently: each chapter has its own sub-index (an &amp;lt;code&amp;gt;index.rst&amp;lt;/code&amp;gt; file within each chapter directory) listing the the ordering of pages for that chapter, while the User manual's index file lists every page across chapters for the entire User manual. Because of this, the master index page for the Administrator manual (found at &amp;lt;code&amp;gt;admin-manual/index.rst&amp;lt;/code&amp;gt;) is much shorter than the User manual index, because the toctree there just points to the individual chapter indices, which each have their own toctree for pages found in that specific chapter.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
If you don't list a new page in at least one of these toctrees, then you will get an error when you try to generate the documentation. Because Sphinx can output content in multiple formats - including linearly organized ones like a PDF - it needs to know the exact ordering of pages.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
'''(4) - The User manual directory:''' This is an example of one of the master directories for an entire manual. All pages in the User manual appear in sub-directories (chapters) nested within this parent directory.&lt;br /&gt;
&lt;br /&gt;
'''(5) - A chapter directory:''' This is an example of a chapter directory - a sub-directory of the manual to which it belongs. All pages in the &amp;quot;Access content&amp;quot; chapter of the User manual (such as Search, Browse, Advanced Search, Navigate, etc) appear as pages (individual reST documents) nested within the relevant chapter directory. For more information on working with Chapters, see the section below in the Style guide on [[Resources/Documentation/Contribution_guidelines#Chapters_and_Pages|Chapters and Pages]].&lt;br /&gt;
&lt;br /&gt;
'''(6) - Chapter images sub-directory:''' Each chapter has its own images sub-directory. If you are adding an image to a new section of documentation, place the image in the images directory nested within the relevant chapter.&lt;br /&gt;
&lt;br /&gt;
'''(7) - A page:''' Within each chapter you will find pages (individual reST files). All reST files should be nested within chapter directories, with the exception of the following:&lt;br /&gt;
&lt;br /&gt;
* contents.rst - the top-level toctree for the AtoM documentation&lt;br /&gt;
* index.rst - the main index for the documentation, which acts as the homepage&lt;br /&gt;
&lt;br /&gt;
For more information on working with Pages, see the section below in the Style guide on [[Resources/Documentation/Contribution_guidelines#Chapters_and_Pages|Chapters and Pages]].&lt;br /&gt;
&lt;br /&gt;
'''(8) - The build directory:''' The_build directory is where your HTML or other formats will be output. This is where you will look on your local computer to preview your documentation locally before pushing. For example, when you run the command to generate HTML, there will be an html subdirectory inside of &amp;lt;code&amp;gt;_build&amp;lt;/code&amp;gt;. If you open it in your local host computer's file explorer, you'll see the same structure of the docs, but with HTML pages instead of reStructured Text files. If you double-click to open one, it will open in your browser, where you can preview how your edits look before pushing them to the code repository.&lt;br /&gt;
&lt;br /&gt;
==Style guide==&lt;br /&gt;
&lt;br /&gt;
In order to keep our documentation consistent across manuals, we ask that you respect the following conventions and best practices when contributing documentation to the AtoM project. For information on '''how''' to contribute to the documentation, see:&lt;br /&gt;
&lt;br /&gt;
* [[Resources/Documentation/Contribute|Contribute documenation]]&lt;br /&gt;
&lt;br /&gt;
'''Jump to:'''&lt;br /&gt;
&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Maintain_an_80-character_width|Maintain an 80-character-width]]&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Naming_conventions|Naming conventions]]&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Chapters_and_Pages|Chapters and Pages]]&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Sections|Sections]]&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Links|Links]]&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Images|Images]]&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Admonitions|Admonitions]]&lt;br /&gt;
* [[Resources/Documentation/Contribution_guidelines#Writing_style|Writing style]]&lt;br /&gt;
&lt;br /&gt;
===Maintain an 80-character width===&lt;br /&gt;
&lt;br /&gt;
There is a long-standing convention in code writing to restrict the max width of a page's content to 80 characters. This dates back to the days in which this was the maximum width of a punch card, and the maximum display width of many early terminals. Those reasons no longer apply, as our technology has changed - but it also has to do with readability and the way the human eye/brain processes text, and how many people prefer to work with half-screen windows alongside the eventual output, for reference.&lt;br /&gt;
&lt;br /&gt;
[[File:80char-width-example.png|center|500px|thumb|An example of how the AtoM documentation is hard wrapped to 80 characters.]]&lt;br /&gt;
&lt;br /&gt;
For further information on this, see:&lt;br /&gt;
&lt;br /&gt;
* http://www.richarddingwall.name/2008/05/31/is-the-80-character-line-limit-still-relevant/&lt;br /&gt;
* https://stackoverflow.com/questions/4651012/why-is-the-default-terminal-width-80-characters&lt;br /&gt;
&lt;br /&gt;
When you are adding new content, be sure to keep to the 80 character width, please! If you are editing your files in a local text editor, there are settings and packages that can help you - for example, setting a veritcal ruler line at the 80-character mark; or installing hard wrapping package (such as [https://atom.io/packages/magic-reflow magic-reflow] for the [https://atom.io Atom] text editor, or [https://packagecontrol.io/packages/Wrap%20Plus WrapPlus] for [https://www.sublimetext.com/ Sublime Text]) that will allow you to hit a combination of keys and automatically wrap to the right length.&lt;br /&gt;
&lt;br /&gt;
Code blocks are the one exception to this rule. A line of code can extend beyond 80 characters since reStructuredText will not be able to parse a mid-line break. This will generally only be relevant in the Administrator and Developer manuals.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===Naming conventions===&lt;br /&gt;
&lt;br /&gt;
Whenever you are creating a new &amp;lt;code&amp;gt;.rst&amp;lt;/code&amp;gt; file, saving a new image, or adding a new &amp;lt;code&amp;gt;:ref:&amp;lt;/code&amp;gt; anchor label above a section heading, please use the following conventions:&lt;br /&gt;
&lt;br /&gt;
* ''Make it human-readable'' - The label or file name should be as close as possible to the name of the file or section it refers to. You can exclude stop words such as prepositions etc, but the label name itself should be meaningful.&lt;br /&gt;
* ''Use lower case letters'' - We are not using capital letters, or camelCase, when naming files and labels.&lt;br /&gt;
* ''Separate words with hyphens'' - A file about &amp;quot;Archival descriptions&amp;quot; can be saved as &amp;lt;code&amp;gt;archival-descriptions.rst&amp;lt;/code&amp;gt;&lt;br /&gt;
* ''Avoid special characters'' like stop words, exclude any special characters (such as &amp;lt;code&amp;gt;* $ ! &amp;amp;&amp;lt;/code&amp;gt; etc) from names.&lt;br /&gt;
&lt;br /&gt;
You can take a look in our AtoM documentation repository [https://github.com/artefactual/atom-docs here] to look at the raw reStructuredText markup for examples.&lt;br /&gt;
&lt;br /&gt;
When naming titles and section headers, Use [https://en.wikipedia.org/wiki/Letter_case#Sentence_case sentence case] - that is, capitalize the first word only.&lt;br /&gt;
&lt;br /&gt;
===Chapters and Pages===&lt;br /&gt;
&lt;br /&gt;
The section above on [[Resources/Documentation/Contribution_guidelines#Structure_and_project_organization|Structure and project organiziation]] outlines how Chapters and Pages are used in the new project. It is unlikely that you will need to add a new Chapter - most new features occur within an already-defined workflow, and could be added to an existing chapter. If you think the AtoM documentation needs a new Chapter in one of its manuals, we recommend that you first [[Resources/Documentation/Contribute#File_an_issue_in_our_documentation_repository|file an issue in our documentation repository]] for discussion.&lt;br /&gt;
&lt;br /&gt;
A Page is an individual reST file, or reStructuredText file. reST files end with the extension .rst. All reST files should be nested within chapter directories, with the exception of the following:&lt;br /&gt;
&lt;br /&gt;
* contents.rst - the top-level toctree for the documentation&lt;br /&gt;
* index.rst - the main index for the documentation, which acts as the homepage&lt;br /&gt;
&lt;br /&gt;
Make sure you have carefully reviewed the section above on [[Resources/Documentation/Contribution_guidelines#Structure_and_project_organization|Structure and project organiziation]] before adding a new page. New pages should follow the [[Resources/Documentation/Contribution_guidelines#Naming_conventions|naming conventions]] outlined above.&lt;br /&gt;
&lt;br /&gt;
All pages should begin with an anchor, which acts as the linking mechanism for the page. Below the anchor there should be a title, which is title-cased and enclosed top and bottom by equals signs. Note that the equals signs should match the length of the title. The title should be followed by introductory text about the page.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
.. _my-great-page:&lt;br /&gt;
&lt;br /&gt;
===================&lt;br /&gt;
My Great Page Title&lt;br /&gt;
===================&lt;br /&gt;
&lt;br /&gt;
Introductory page text goes here.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
Read more about working with anchors and section headers in the Sphinx documentation:&lt;br /&gt;
&lt;br /&gt;
* [http://www.sphinx-doc.org/en/master/usage/restructuredtext/basics.html#sections Sections]&lt;br /&gt;
* [http://www.sphinx-doc.org/en/master/usage/restructuredtext/roles.html#ref-role Internal anchor links ]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
Whenever possible, try to keep all relevant content in a single page, organized into sections. For example, you will find all information about adding, editing, deleting, and linking archival descriptions in a single place - &amp;lt;code&amp;gt;archival-descriptions.rst&amp;lt;/code&amp;gt;. By using the different section header levels of reST, we define a structure to the page that is automatically converted into a table of contents in the sidebar. This keeps the documentation's organization simpler, and there is less searching to find relevant or related information. Similarly, a simple structure will allow us to easily convert the HTML documentation into PDF and ePub formats in the future.&lt;br /&gt;
&lt;br /&gt;
'''Starting with an introduction'''&lt;br /&gt;
&lt;br /&gt;
We have tried to begin each page (and in some cases, each section) with an overview of the concepts, entities, and workflows involved in the chapter. See, for example, any of the pages in our User Manual's &amp;quot;Add/edit content&amp;quot; section. Check the User Manual Glossary for terms that can help you when doing this. We also like to refer to existing and relevant international standards, glossaries, articles, and other sources, such as:&lt;br /&gt;
&lt;br /&gt;
* Any of the relevant standards of the International Council on Archives ([http://www.ica.org/10206/standards/standards-list.html ICA])&lt;br /&gt;
* The Society of American Archivists' [http://www2.archivists.org/glossary Glossary]&lt;br /&gt;
* The InterPARES 3 [http://interpares.org/ip3/ip3_terminology_db.cfm Terminology Database]&lt;br /&gt;
* Any of the ICA's [http://www.ciscra.org/mat/ Multilingual Archival Terminology Database] terms that can help guide you when doing this.&lt;br /&gt;
&lt;br /&gt;
We are trying to make sure our documentation, and our AtoM development, is guided by relevant archival theory, standards, and best practices. Introducing these concepts is a great way to introduce a module in AtoM, and ensures that users understand not just how, but why. Close the introduction by offering a brief overview on how the outlined theory is implemented in AtoM, what can/cannot be done using the AtoM module, and what will be covered in the following section.&lt;br /&gt;
&lt;br /&gt;
All pages should have a ''Back to the top'' link at the bottom of the page, which refers to the page anchor. Please remember to add one if you are adding a new page.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
:ref:`Back to the top &amp;lt;my-great-page&amp;gt;`&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===Sections===&lt;br /&gt;
&lt;br /&gt;
To break up longer pages, use section headings. Section headings in reStructuredText are a single line of text (no line breaks!) with an underline adornment. Similar to the title, the underline adornment should match the length of the title. Section headings should be sentence-case.&lt;br /&gt;
&lt;br /&gt;
Section headings should be preceded by an anchor, which are used to link to the section from anywhere else in the documentation, including this page's table of contents. All first-level headings should be listed in the table of contents and therefore require an anchor. Lower-level headings only require a heading if you would like to include them in the overall table of contents or link to them from anywhere else in the documentation. An example:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
.. _my-great-page:&lt;br /&gt;
&lt;br /&gt;
===================&lt;br /&gt;
My Great Page Title&lt;br /&gt;
===================&lt;br /&gt;
&lt;br /&gt;
Introductory page text goes here.&lt;br /&gt;
&lt;br /&gt;
.. _first-level:&lt;br /&gt;
&lt;br /&gt;
This is a first-level section&lt;br /&gt;
=============================&lt;br /&gt;
&lt;br /&gt;
Information about this section.&lt;br /&gt;
&lt;br /&gt;
A second-level section&lt;br /&gt;
----------------------&lt;br /&gt;
&lt;br /&gt;
Detailed information about this subsection. Note that this section does not have&lt;br /&gt;
an anchor as we aren't going to link to it from anywhere else.&lt;br /&gt;
&lt;br /&gt;
.. _another-first-level:&lt;br /&gt;
&lt;br /&gt;
This is another first-level section&lt;br /&gt;
===================================&lt;br /&gt;
&lt;br /&gt;
Detailed information about this subsection. Note that this section does not have&lt;br /&gt;
an anchor as we aren't going to link to it from anywhere else.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
reStructuredText allows you to use any non-alpha-numeric character for the underline adornment; however, pages must be internally consistent. The AtoM documentation has some inconsistencies across existing pages with the characters used for adornment, but going forward we will try to use the following:&lt;br /&gt;
&lt;br /&gt;
* Title: === (overlined AND underlined)&lt;br /&gt;
* First-level heading: === (underline only)&lt;br /&gt;
* Second-level heading: ---&lt;br /&gt;
* Third-level heading: ^^^&lt;br /&gt;
* Fourth-level heading level: ###&lt;br /&gt;
&lt;br /&gt;
===Table of contents===&lt;br /&gt;
&lt;br /&gt;
Include a table of contents after the page's introductory text block, linking to the anchor for each major (i.e. first-level heading) section below. The AtoM documentation webpage will include a full table of contents for the page in a sidebar, but we want to give users a way to jump to the section most relevant to them. These types of tables of contents are built by hand. The table of contents should be preceded by the bolded phrase '''Jump to:''', or  something similar such as &amp;quot; On this page you'll find,&amp;quot; etc. An example:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
.. _my-great-page:&lt;br /&gt;
&lt;br /&gt;
===================&lt;br /&gt;
My Great Page Title&lt;br /&gt;
===================&lt;br /&gt;
&lt;br /&gt;
Introductory page text goes here.&lt;br /&gt;
&lt;br /&gt;
**Jump to:**&lt;br /&gt;
&lt;br /&gt;
* :ref:`This is a first-level section &amp;lt;first-level&amp;gt;`&lt;br /&gt;
* :ref:`This is another first-level section &amp;lt;another-first-level&amp;gt;`&lt;br /&gt;
&lt;br /&gt;
.. _first-level:&lt;br /&gt;
&lt;br /&gt;
This is a first-level section&lt;br /&gt;
=============================&lt;br /&gt;
&lt;br /&gt;
Information about this section.&lt;br /&gt;
&lt;br /&gt;
A second-level section&lt;br /&gt;
----------------------&lt;br /&gt;
&lt;br /&gt;
Detailed information about this subsection. Note that this section does not have&lt;br /&gt;
an anchor as we aren't going to link to it from anywhere else.&lt;br /&gt;
&lt;br /&gt;
.. _another-first-level:&lt;br /&gt;
&lt;br /&gt;
This is another first-level section&lt;br /&gt;
===================================&lt;br /&gt;
&lt;br /&gt;
Information about this section. This section has an anchor since it's a&lt;br /&gt;
first-level section that will be reflected in the table of contents.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===Links===&lt;br /&gt;
&lt;br /&gt;
There are three different types of links we use throughout the AtoM documentation: external links (to another page on the web), internal links (to another section of the documentation), and glossary links.&lt;br /&gt;
&lt;br /&gt;
====External links====&lt;br /&gt;
&lt;br /&gt;
There are two primary ways to create external  [http://www.sphinx-doc.org/en/master/usage/restructuredtext/basics.html#hyperlinks hyperlinks in reST] - inline, and as hyperlink targets.&lt;br /&gt;
&lt;br /&gt;
In the AtoM documentation we have previously used primarily inline links, but we are slowly converting all external links to use hyperlink targets, rather than embedded inline hyperlinks. This helps text blocks adhere to the 80-character limit, and also allows a link to be easily reused within a page.&lt;br /&gt;
&lt;br /&gt;
Inline hyperlinks look like this:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
Here is a link to the `AtoM website &amp;lt;https://www.accesstomemory.org&amp;gt;`__&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
Instead, going forward, style hyperlinks as a target, like so:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
Here is a link to the `AtoM website`_. You can also refer to documentation&lt;br /&gt;
about the `Sphinx documentation generator`_.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
At the very bottom of the page, create a list of external links. This list should be below the Back to the top link. This list does not need to adhere to the 80-character limit. You can reuse the target anchor throughout the page as needed, and it will automatically add the hyperlink to your text.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
.. _`AtoM website`: https://www.accesstomemory.org&lt;br /&gt;
.. _`Sphinx documentation generator`: http://www.sphinx-doc.org/en/master/index.html&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
====Internal links====&lt;br /&gt;
&lt;br /&gt;
To create a hyperlink to another section of the AtoM documentation, use a [http://www.sphinx-doc.org/en/master/usage/restructuredtext/roles.html#ref-role reference label] like this:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
For more information on navigation using the Add menu, see: :ref:`Add menu &amp;lt;main-menu-add&amp;gt;`.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
In the example above, main-menu-add is an anchor defined in another page from the same documentation repo - it's found in &amp;lt;code&amp;gt;navigate.rst&amp;lt;/code&amp;gt;.  Note that the display text can be different than the actual anchor target. If the Section header already contains the text you'd like to include, you can add a link without a label, like so:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
For more information on working with archival descriptions, see: :ref:`archival-descriptions`.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
When no display text is provided, Sphinx will automatically use the text of the related section title for display. In this case, it's the page title, which reads &amp;quot;Archival Descriptions&amp;quot; - suitable for our use without explicitly defining a different label.&lt;br /&gt;
&lt;br /&gt;
Note that if necessary, you can also link to a page or section in the Archivematica documentation repositories. To do so, precede the anchor with either &amp;lt;code&amp;gt;archivematica:&amp;lt;/code&amp;gt; or &amp;lt;code&amp;gt;storageservice:&amp;lt;/code&amp;gt;. For example:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
For more information on uploading content from Archivematica into AtoM, see:&lt;br /&gt;
:ref:`Upload DIP &amp;lt;archivematica:upload-atom&amp;gt;` for more details.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
====Glossary links====&lt;br /&gt;
&lt;br /&gt;
AtoM includes a lot of highly specific terminology and jargon - some comes from the archival profession, some from the development community and computer science, and some is AtoM-specific terminology we've developed to consistently refer to elements of the application and the user interface.&lt;br /&gt;
&lt;br /&gt;
We want to make it easy for our users to find the content they need. Whenever you are using a term that appears in the glossary, use the &amp;lt;code&amp;gt;:term:&amp;lt;/code&amp;gt; directive to link to it the first time it appers in a paragraph.&lt;br /&gt;
&lt;br /&gt;
You can explore the current AtoM documentation glossary here:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/glossary/glossary/&lt;br /&gt;
&lt;br /&gt;
Please familiarize yourself with it '''before''' you begin contributing, so you can refer to elements of the user interface consistently, and link to terms when relevant.&lt;br /&gt;
&lt;br /&gt;
Term links work similarly to internal links in the documentation, except they don't need to follow the same naming conventions removing spaces:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
On loading, the :term:`edit page` will first display the record with all&lt;br /&gt;
:term:`information areas &amp;lt;information area&amp;gt;` closed.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
Generally, terms have been added to the glossary in the singular - so if you need to link a pluralized term, you'll want to add a label, e.g.&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
Only :term:`administrators &amp;lt;administrator&amp;gt;` can access the Settings pages.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
If you need to add a new term to the Glossary, be sure to:&lt;br /&gt;
&lt;br /&gt;
* Maintain the alphabetic ordering of the list&lt;br /&gt;
* Maintain the spacing and formatting of the page - otherwise you'll probably get an error when building&lt;br /&gt;
* Keep your explanation clear and as concise as possible&lt;br /&gt;
* Link to the most relevant section of documentation at the end of the definition whenever possible&lt;br /&gt;
* Include &amp;lt;code&amp;gt;:term:&amp;lt;/code&amp;gt; links to any other terms you use in your definition, so users can easily navigate to them if needed&lt;br /&gt;
&lt;br /&gt;
You can read more about working with Glossaries in Sphinx here:&lt;br /&gt;
&lt;br /&gt;
* http://www.sphinx-doc.org/en/master/usage/restructuredtext/directives.html#glossary-directive&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
===Images===&lt;br /&gt;
&lt;br /&gt;
When possible, include a screenshot showing a key part of the action you are explaining that will help users understand AtoM's interface better.  All images are placed in an &amp;quot;images&amp;quot; subdirectory that is shared by all pages in a chapter folder - for example, all pages in the ''Administer'' chapter's directory share a single images subdirectory. We prefer using PNG images, thanks!&lt;br /&gt;
&lt;br /&gt;
Images '''must''' follow the [[Resources/Documentation/Contribution_guidelines#Naming_conventions|naming conventions]] outlined above - spaces or special characters used in image names will cause errors during the build.&lt;br /&gt;
&lt;br /&gt;
Here is an example of an image added in the AtoM documentation:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
.. image:: images/description-collapsed.*&lt;br /&gt;
   :align: center&lt;br /&gt;
   :width: 85%&lt;br /&gt;
   :alt: An archival description with all information areas closed&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
Center-aligned images will display as a block (so text is broken above/below, and does not flow around it), while images aligned left or right will float, so that text wraps around them. If you are aligning an image to the left or right, you probably don't want a width above %50.&lt;br /&gt;
&lt;br /&gt;
Please always add a description of the image using the alt attribute, to better support screen readers and give users a sense of what they are supposed to see if an image is broken or missing.&lt;br /&gt;
&lt;br /&gt;
Note that an asterisk is used in place of the actual image file extension when using the image directive in reST.&lt;br /&gt;
&lt;br /&gt;
If you want to include a caption with an image, use the figure directive - here's an example from the [https://www.accesstomemory.org/docs/latest/user-manual/access-content/navigate/ Navigate] page:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
.. figure:: images/breadcrumb-archdesc.*&lt;br /&gt;
   :align: center&lt;br /&gt;
   :figwidth: 80%&lt;br /&gt;
   :width: 100%&lt;br /&gt;
   :alt: An image of breadcrumb trail on an archival description&lt;br /&gt;
&lt;br /&gt;
   An example of a breadcrumb trail (below the title bar)&lt;br /&gt;
   on a lower-level archival description&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
With Figures, the width attribute should remain at 100% - it's the figwidth attribute that determines the width the image will occupy on your page. The caption text appears after a full line break below the attributes, and in line with them.&lt;br /&gt;
&lt;br /&gt;
If you are including images external to AtoM, make sure that you have permission to use and share the content you screenshot!&lt;br /&gt;
&lt;br /&gt;
You'll also find some basic help on working with images in Sphinx [http://sphinx-doc.org/rest.html#images here], and figures are covered in more depth in the reStructured Text documenation [http://docutils.sourceforge.net/docs/ref/rst/directives.html#figure here].&lt;br /&gt;
&lt;br /&gt;
===Admonitions===&lt;br /&gt;
&lt;br /&gt;
Sphinx and reST include a whole class of built-in [http://docutils.sourceforge.net/docs/ref/rst/directives.html#admonitions admonitions], and we have styled several of these for inclusion in the documentation as necessary (we use the same ones in the wiki here as well). Here are some examples:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;note&amp;quot;&amp;gt;&lt;br /&gt;
This is a note. We often use them to point out things like, &amp;quot;you must be logged in and have sufficient edit permissions to perform this action. See: User roles.&amp;quot;&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
We use Tips to offer alternative workflows, handy links and reminders, or useful insights into the current instructions.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;important&amp;quot;&amp;gt;&lt;br /&gt;
Use an Important admonition to make sure a user is aware of a key step, or understands the consequences of an action.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;warning&amp;quot;&amp;gt;&lt;br /&gt;
Warnings are used when an action will have irreversible consequences, such as deleting a record - or occasionally to mention a known bug, if we think it might be a while before we are able to resolve the issue.&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
Here are a couple examples of admonitions as they appear in the source reST files in the AtoM documentation:&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
.. SEEALSO::&lt;br /&gt;
&lt;br /&gt;
   * :ref:`archival-institutions`&lt;br /&gt;
   * :ref:`edit-institution-theme`&lt;br /&gt;
   * :ref:`ISDIAH template &amp;lt;isdiah-template&amp;gt;`&lt;br /&gt;
   * :ref:`link-archival-institution`&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&amp;lt;pre&amp;gt;&lt;br /&gt;
.. WARNING::&lt;br /&gt;
&lt;br /&gt;
   Deleting a description is a permanent operation that cannot be undone, and&lt;br /&gt;
   the associated data will be removed from AtoM's database. Be sure that you&lt;br /&gt;
   want to delete a record before confirming the operation.&lt;br /&gt;
&amp;lt;/pre&amp;gt;&lt;br /&gt;
&lt;br /&gt;
===Writing style===&lt;br /&gt;
&lt;br /&gt;
Try to keep your writing clear and concise. Your explanations should be comprehensive, but easy to follow. The more precise your writing is, the easier others will find it to follow. We also hope to have our documentation translated into multiple languages in the future - keeping it simple and to the point will reduce the workload in the translation process.&lt;br /&gt;
&lt;br /&gt;
Here are some general guidelines and reminders for tone and style:&lt;br /&gt;
&lt;br /&gt;
* Write accessibly in clear, simple sentences intended for a global audience. Avoid colloquial language, humour, cultural references, and personal opinion. Keep your writing technical.&lt;br /&gt;
* Write from a second-person point of view. Use &amp;quot;you&amp;quot; and &amp;quot;your&amp;quot;, not &amp;quot;my&amp;quot;, &amp;quot;our&amp;quot;, or &amp;quot;their&amp;quot;.&lt;br /&gt;
* Avoid jargon and acronyms, if you can. Spell out acronyms at least once per page.&lt;br /&gt;
* Remember to link to glossary terms when first introducing them in a paragraph.&lt;br /&gt;
* Be consistent. Use the same consistently-formatted word or phrase for a concept throughout the documentation.&lt;br /&gt;
* Don't qualify or prejudge actions. Don't write that something is &amp;quot;easy&amp;quot; or &amp;quot;quick&amp;quot; as this is a deterrent if the user is not able to complete the action.&lt;br /&gt;
* Don't reference future development or features that don't yet exist.&lt;br /&gt;
* Remember to use sentence case for page titles and section headings.&lt;br /&gt;
* Use numbered lists for actions that happen in sequence.&lt;br /&gt;
* Use bulleted lists for most other lists.&lt;br /&gt;
* Truncate lines after 80 characters - more on this [[Resources/Documentation/Contribution_guidelines#Maintain_an_80-character_width|above]]&lt;br /&gt;
* Use serial (Oxford) commas (preferred, not enforced).&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
==Questions?==&lt;br /&gt;
&lt;br /&gt;
If there's something that you're not clear about in these instructions, or you've run into an unexpected error, send us an email at [mailto:webmaster@artefactual.com webmaster@artefactual.com], or make a post in the AtoM [https://groups.google.com/forum/#!forum/ica-atom-users User Forum]!&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;seealso&amp;quot;&amp;gt;&lt;br /&gt;
* [[Resources/Documentation/About|About the AtoM documentation]]&lt;br /&gt;
* [[Resources/Documentation/Contribute|Contribute documentation]]&lt;br /&gt;
* [[Development/Contribute code|Contribute code]]&lt;br /&gt;
* [[Resources/Translation|Contribute translations]]&lt;br /&gt;
* [[Resources/User forum|Using the AtoM User Forum]]&lt;br /&gt;
* [[Resources/Issue tracker|Using the AtoM Issue tracker]]&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[#Resources/Documentation/Contribution_guidelines|Back to top]]&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Resources/Documentation|Back to Documentation]]&lt;br /&gt;
* [[Resources|Back to Resources]]&lt;br /&gt;
* [[Main Page|AtoM wiki home]]&lt;br /&gt;
&lt;br /&gt;
[[Category:Resources]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Actor_object_tests&amp;diff=2363</id>
		<title>Development/Functional testing/Actor object tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Actor_object_tests&amp;diff=2363"/>
				<updated>2019-04-16T22:08:52Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Authority record tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Authority record tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
== Create ==&lt;br /&gt;
Users should be able to create and save an authority record&lt;br /&gt;
*Clicking '''Add &amp;gt; Authority record''' opens blank authority record edit screen&lt;br /&gt;
*Can enter data in all fields&lt;br /&gt;
*Can enter multiple values in all multi-value fields&lt;br /&gt;
*Clicking Create closes edit screen and opens show screen&lt;br /&gt;
*All changes to created record are visible on show screen&lt;br /&gt;
&lt;br /&gt;
== Update ==&lt;br /&gt;
User should be able to edit and save changes to an authority record&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*Can edit data in all fields&lt;br /&gt;
*Can delete values from multi-value fields and enter new values&lt;br /&gt;
*Can delete values from auto-complete fields and select new values&lt;br /&gt;
*Clicking Save closes edit screen and opens show screen&lt;br /&gt;
*All changes to saved authority records are visible on show screen&lt;br /&gt;
*Clicking Cancel aborts the update and returns the user to the show screen&lt;br /&gt;
* Any information objects related to this authority record now show any changed name and dates&lt;br /&gt;
* Any information objects related to this authority record now show changed administrative history, if the authority record is the creator (ISAD, DACS, and RAD only)&lt;br /&gt;
&lt;br /&gt;
== Relationships ==&lt;br /&gt;
&lt;br /&gt;
=== Create relationships ===&lt;br /&gt;
User should be able to create relationships to other authority records and to information objects&lt;br /&gt;
&lt;br /&gt;
*Clicking &amp;quot;Add new&amp;quot; opens a dialog for creating a new relationship&lt;br /&gt;
*Dialogue opens with focus on first field (&amp;quot;Name of related entity&amp;quot; or &amp;quot;Title of related resource&amp;quot;), and an auto-complete list appears&lt;br /&gt;
*Typing text in the autocomplete field narrows the options available to select&lt;br /&gt;
*Can select a value from the autocomplete list&lt;br /&gt;
*Can enter data in all dialogue fields&lt;br /&gt;
*Bi-directional reciprocal relationships can be added - e.g. adding a familial relationship where Person A has &amp;quot;Is the child of&amp;quot; added, will appear as &amp;quot;Is the parent of&amp;quot; in Person B's record when saved (as of AtoM 2.1)&lt;br /&gt;
*Clicking Submit closes the dialogue, and adds a new row to the appropriate relationship table&lt;br /&gt;
*Clicking Cancel closes the dialogue without saving the dialog data&lt;br /&gt;
*Clicking Save for the authority record saves all new relationships&lt;br /&gt;
*Clicking Cancel for the authority record discards any new relationships&lt;br /&gt;
&lt;br /&gt;
=== View relationships ===&lt;br /&gt;
User should be able to see all relationships and navigate to related objects&lt;br /&gt;
&lt;br /&gt;
*For related authority records, Record shows the following:&lt;br /&gt;
**Related entity authorized form of name as link&lt;br /&gt;
**Dates of existence of the related authority record&lt;br /&gt;
**Identifier of the related authority record (if it has an identifier)&lt;br /&gt;
**Category of the relationship&lt;br /&gt;
**Dates of the relationship&lt;br /&gt;
**Description of the relationship&lt;br /&gt;
*Clicking on the related entity name name opens show screen for the related authority record&lt;br /&gt;
*Related authority record show screen shows the following&lt;br /&gt;
**Related entity authorized form of name as link&lt;br /&gt;
**Dates of existence of the related authority record&lt;br /&gt;
**Identifier of the related authority record (if it has an identifier)&lt;br /&gt;
**Category of the relationship&lt;br /&gt;
**Dates of the relationship&lt;br /&gt;
**Description of the relationship&lt;br /&gt;
*For related information objects, record shows title of related information object in context menu box (i.e. upper left-hand sidebar)&lt;br /&gt;
*For related information objects, record shows type of relationship in context menu box (e.g. &amp;quot;Creator of&amp;quot;)&lt;br /&gt;
*Clicking on the related information object title opens show screen for the related information object&lt;br /&gt;
**ISAD/DACS: In the related information object show screen, the authorized form of name, the dates of the relationship and the nature of the relationship appear in the Date(s) field of the information object; the authorized form of name is a link&lt;br /&gt;
**RAD/MODS/DC: In the related information object show screen, the authorized form of name, the dates, type and the place of the event appear in the Date(s) field of the information object&lt;br /&gt;
*If authority record is the creator of the related information object:&lt;br /&gt;
**ISAD/RAD/DACS: The authorized form of name, the dates of existence and the administrative history appear in the Name of creator field of the information object; the authorized form of name is a link&lt;br /&gt;
**The authorized form of name of the authority record appears under &amp;quot;creators&amp;quot; in the information object's context menu box&lt;br /&gt;
*ISAD/DACS/RAD/MODS: In related information object, the authorized form of name appears as a name access point&lt;br /&gt;
*In related information object, clicking on the authorized form of name of the related authority record opens the authority record show screen&lt;br /&gt;
&lt;br /&gt;
=== Edit relationships ===&lt;br /&gt;
User should be able to edit existing relationships&lt;br /&gt;
&lt;br /&gt;
*Clicking the &amp;quot;pencil&amp;quot; icon in the relationship table opens a dialog populated with the appropriate relationship data&lt;br /&gt;
*Focus should not automatically be given to the first field in the dialog (i.e. the autocomplete field of the &amp;quot;Title of related resource&amp;quot; should not  pop down when the dialog is opened until the user places the cursor in the field)&lt;br /&gt;
*Can select a new autocomplete values&lt;br /&gt;
*Can edit all other fields in the dialog&lt;br /&gt;
*Clicking Submit closes the dialog and updates the appropriate row in the relationship table&lt;br /&gt;
*Clicking Cancel closes the dialog and ignores any changes&lt;br /&gt;
*Clicking Save for the authority record saves all changed relationships&lt;br /&gt;
*Clicking Cancel for the authority record discards any changes to the relationships&lt;br /&gt;
*Related information objects and authority records show changed information&lt;br /&gt;
&lt;br /&gt;
== Translate ==&lt;br /&gt;
User should be able to translate authority record from source language to another language&lt;br /&gt;
*When editing an authority record in a language different from the source language, the original language values should appear above the appropriate fields&lt;br /&gt;
*The following drop-down values should appear in the current language: entity type, category of the relationship, status of description, level of detail, language(s), script(s)&lt;br /&gt;
*The saved record should show all translations&lt;br /&gt;
&lt;br /&gt;
== Delete ==&lt;br /&gt;
Users should be able to delete data from authority records and delete authority records&lt;br /&gt;
*Can delete data from all fields&lt;br /&gt;
*Saving record opens show screen with deleted data removed&lt;br /&gt;
*Clicking delete results in warning&lt;br /&gt;
*Clicking cancel aborts the delete process and returns the user to the show screen&lt;br /&gt;
*Clicking Confirm deletes the record and returns the user to the authority record list screen&lt;br /&gt;
*Associated authority record and information objects are not deleted&lt;br /&gt;
&lt;br /&gt;
== Access points ==&lt;br /&gt;
&lt;br /&gt;
[https://www.accesstomemory.org/en/docs/2.5/user-manual/add-edit-content/authority-records/#add-access-points-to-your-authority-record authority record access points]&lt;br /&gt;
&lt;br /&gt;
== Digital object upload ==&lt;br /&gt;
&lt;br /&gt;
[https://www.accesstomemory.org/en/docs/2.5/user-manual/import-export/upload-digital-object/#link-to-authority authority record digital object upload]&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;br /&gt;
&lt;br /&gt;
__NOTOC__&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Actor_object_tests&amp;diff=2362</id>
		<title>Development/Functional testing/Actor object tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Actor_object_tests&amp;diff=2362"/>
				<updated>2019-04-16T22:05:57Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Update */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Authority record tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Functional testing/Authority record tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
== Create ==&lt;br /&gt;
Users should be able to create and save an authority record&lt;br /&gt;
*Clicking '''Add &amp;gt; Authority record''' opens blank authority record edit screen&lt;br /&gt;
*Can enter data in all fields&lt;br /&gt;
*Can enter multiple values in all multi-value fields&lt;br /&gt;
*Clicking Create closes edit screen and opens show screen&lt;br /&gt;
*All changes to created record are visible on show screen&lt;br /&gt;
&lt;br /&gt;
== Update ==&lt;br /&gt;
User should be able to edit and save changes to an authority record&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*Can edit data in all fields&lt;br /&gt;
*Can delete values from multi-value fields and enter new values&lt;br /&gt;
*Can delete values from auto-complete fields and select new values&lt;br /&gt;
*Clicking Save closes edit screen and opens show screen&lt;br /&gt;
*All changes to saved authority records are visible on show screen&lt;br /&gt;
*Clicking Cancel aborts the update and returns the user to the show screen&lt;br /&gt;
* Any information objects related to this authority record now show any changed name and dates&lt;br /&gt;
* Any information objects related to this authority record now show changed administrative history, if the authority record is the creator (ISAD, DACS, and RAD only)&lt;br /&gt;
&lt;br /&gt;
== Relationships ==&lt;br /&gt;
&lt;br /&gt;
=== Create relationships ===&lt;br /&gt;
User should be able to create relationships to other authority records and to information objects&lt;br /&gt;
&lt;br /&gt;
*Clicking &amp;quot;Add new&amp;quot; opens a dialog for creating a new relationship&lt;br /&gt;
*Dialogue opens with focus on first field (&amp;quot;Name of related entity&amp;quot; or &amp;quot;Title of related resource&amp;quot;), and an auto-complete list appears&lt;br /&gt;
*Typing text in the autocomplete field narrows the options available to select&lt;br /&gt;
*Can select a value from the autocomplete list&lt;br /&gt;
*Can enter data in all dialogue fields&lt;br /&gt;
*Bi-directional reciprocal relationships can be added - e.g. adding a familial relationship where Person A has &amp;quot;Is the child of&amp;quot; added, will appear as &amp;quot;Is the parent of&amp;quot; in Person B's record when saved (as of AtoM 2.1)&lt;br /&gt;
*Clicking Submit closes the dialogue, and adds a new row to the appropriate relationship table&lt;br /&gt;
*Clicking Cancel closes the dialogue without saving the dialog data&lt;br /&gt;
*Clicking Save for the authority record saves all new relationships&lt;br /&gt;
*Clicking Cancel for the authority record discards any new relationships&lt;br /&gt;
&lt;br /&gt;
=== View relationships ===&lt;br /&gt;
User should be able to see all relationships and navigate to related objects&lt;br /&gt;
&lt;br /&gt;
*For related authority records, Record shows the following:&lt;br /&gt;
**Related entity authorized form of name as link&lt;br /&gt;
**Dates of existence of the related authority record&lt;br /&gt;
**Identifier of the related authority record (if it has an identifier)&lt;br /&gt;
**Category of the relationship&lt;br /&gt;
**Dates of the relationship&lt;br /&gt;
**Description of the relationship&lt;br /&gt;
*Clicking on the related entity name name opens show screen for the related authority record&lt;br /&gt;
*Related authority record show screen shows the following&lt;br /&gt;
**Related entity authorized form of name as link&lt;br /&gt;
**Dates of existence of the related authority record&lt;br /&gt;
**Identifier of the related authority record (if it has an identifier)&lt;br /&gt;
**Category of the relationship&lt;br /&gt;
**Dates of the relationship&lt;br /&gt;
**Description of the relationship&lt;br /&gt;
*For related information objects, record shows title of related information object in context menu box (i.e. upper left-hand sidebar)&lt;br /&gt;
*For related information objects, record shows type of relationship in context menu box (e.g. &amp;quot;Creator of&amp;quot;)&lt;br /&gt;
*Clicking on the related information object title opens show screen for the related information object&lt;br /&gt;
**ISAD/DACS: In the related information object show screen, the authorized form of name, the dates of the relationship and the nature of the relationship appear in the Date(s) field of the information object; the authorized form of name is a link&lt;br /&gt;
**RAD/MODS/DC: In the related information object show screen, the authorized form of name, the dates, type and the place of the event appear in the Date(s) field of the information object&lt;br /&gt;
*If authority record is the creator of the related information object:&lt;br /&gt;
**ISAD/RAD/DACS: The authorized form of name, the dates of existence and the administrative history appear in the Name of creator field of the information object; the authorized form of name is a link&lt;br /&gt;
**The authorized form of name of the authority record appears under &amp;quot;creators&amp;quot; in the information object's context menu box&lt;br /&gt;
*ISAD/DACS/RAD/MODS: In related information object, the authorized form of name appears as a name access point&lt;br /&gt;
*In related information object, clicking on the authorized form of name of the related authority record opens the authority record show screen&lt;br /&gt;
&lt;br /&gt;
=== Edit relationships ===&lt;br /&gt;
User should be able to edit existing relationships&lt;br /&gt;
&lt;br /&gt;
*Clicking the &amp;quot;pencil&amp;quot; icon in the relationship table opens a dialog populated with the appropriate relationship data&lt;br /&gt;
*Focus should not automatically be given to the first field in the dialog (i.e. the autocomplete field of the &amp;quot;Title of related resource&amp;quot; should not  pop down when the dialog is opened until the user places the cursor in the field)&lt;br /&gt;
*Can select a new autocomplete values&lt;br /&gt;
*Can edit all other fields in the dialog&lt;br /&gt;
*Clicking Submit closes the dialog and updates the appropriate row in the relationship table&lt;br /&gt;
*Clicking Cancel closes the dialog and ignores any changes&lt;br /&gt;
*Clicking Save for the authority record saves all changed relationships&lt;br /&gt;
*Clicking Cancel for the authority record discards any changes to the relationships&lt;br /&gt;
*Related information objects and authority records show changed information&lt;br /&gt;
&lt;br /&gt;
== Translate ==&lt;br /&gt;
User should be able to translate authority record from source language to another language&lt;br /&gt;
*When editing an authority record in a language different from the source language, the original language values should appear above the appropriate fields&lt;br /&gt;
*The following drop-down values should appear in the current language: entity type, category of the relationship, status of description, level of detail, language(s), script(s)&lt;br /&gt;
*The saved record should show all translations&lt;br /&gt;
&lt;br /&gt;
== Delete ==&lt;br /&gt;
Users should be able to delete data from authority records and delete authority records&lt;br /&gt;
*Can delete data from all fields&lt;br /&gt;
*Saving record opens show screen with deleted data removed&lt;br /&gt;
*Clicking delete results in warning&lt;br /&gt;
*Clicking cancel aborts the delete process and returns the user to the show screen&lt;br /&gt;
*Clicking Confirm deletes the record and returns the user to the authority record list screen&lt;br /&gt;
*Associated authority record and information objects are not deleted&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;br /&gt;
&lt;br /&gt;
__NOTOC__&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2361</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2361"/>
				<updated>2019-04-16T21:49:08Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Manage */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Save. Rights should be visible in accession record edit template with the options to Edit or Delete&lt;br /&gt;
** Can add another right to the accession record from the &amp;quot;More &amp;gt; Create new rights&amp;quot; button&lt;br /&gt;
* Rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on &amp;quot;Create Archival description&amp;quot; button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
** &amp;quot;Related people and organizations&amp;quot; access point in sidebar should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Date Modified, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box.&lt;br /&gt;
** Note: Accession record search was significantly improved in release 2.5, see [https://projects.artefactual.com/issues/9290 #9290]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2360</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2360"/>
				<updated>2019-04-16T21:48:55Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Manage */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Save. Rights should be visible in accession record edit template with the options to Edit or Delete&lt;br /&gt;
** Can add another right to the accession record from the &amp;quot;More &amp;gt; Create new rights&amp;quot; button&lt;br /&gt;
* Rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on &amp;quot;Create Archival description&amp;quot; button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
** &amp;quot;Related people and organizations&amp;quot; access point in sidebar should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Date Modified, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box.&lt;br /&gt;
** Accession record search was significantly improved in release 2.5, see [https://projects.artefactual.com/issues/9290 #9290]&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2359</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2359"/>
				<updated>2019-04-16T21:47:30Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Manage */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Save. Rights should be visible in accession record edit template with the options to Edit or Delete&lt;br /&gt;
** Can add another right to the accession record from the &amp;quot;More &amp;gt; Create new rights&amp;quot; button&lt;br /&gt;
* Rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on &amp;quot;Create Archival description&amp;quot; button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
** &amp;quot;Related people and organizations&amp;quot; access point in sidebar should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Date Modified, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box.&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2358</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2358"/>
				<updated>2019-04-16T21:40:15Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Manage */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Save. Rights should be visible in accession record edit template with the options to Edit or Delete&lt;br /&gt;
** Can add another right to the accession record from the &amp;quot;More &amp;gt; Create new rights&amp;quot; button&lt;br /&gt;
* Rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on &amp;quot;Create Archival description&amp;quot; button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
** &amp;quot;Related people and organizations&amp;quot; access point in sidebar should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Date Modified, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box (but see [https://projects.artefactual.com/issues/9290 #9290])&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2357</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2357"/>
				<updated>2019-04-16T21:38:07Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Edit */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Save. Rights should be visible in accession record edit template with the options to Edit or Delete&lt;br /&gt;
** Can add another right to the accession record from the &amp;quot;More &amp;gt; Create new rights&amp;quot; button&lt;br /&gt;
* Rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on &amp;quot;Create Archival description&amp;quot; button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
** &amp;quot;Related people and organizations&amp;quot; access point in sidebar should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Most Recent, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box (but see [https://projects.artefactual.com/issues/9290 #9290])&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2355</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2355"/>
				<updated>2019-04-16T21:36:22Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Edit */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Save. Rights should be visible in accession record edit template with the options to Edit or Delete&lt;br /&gt;
** Can add another right to the accession record from the &amp;quot;More &amp;gt; Create new rights&amp;quot; button&lt;br /&gt;
* Rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on &amp;quot;Create Archival description&amp;quot; button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
**Name access point should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Most Recent, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box (but see [https://projects.artefactual.com/issues/9290 #9290])&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2354</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2354"/>
				<updated>2019-04-16T21:28:13Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Create */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Save. Rights should be visible in accession record edit template with the options to Edit or Delete&lt;br /&gt;
** Can add another right to the accession record from the &amp;quot;More &amp;gt; Create new rights&amp;quot; button&lt;br /&gt;
* Rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on Create information object button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
**Name access point should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Most Recent, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box (but see [https://projects.artefactual.com/issues/9290 #9290])&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2353</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2353"/>
				<updated>2019-04-16T21:17:45Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Create */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking &amp;quot;Create new rights&amp;quot; opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Submit. Rights should be visible in accession record edit template with the options to edit, delete; add another right to the accession record continues to work from the&lt;br /&gt;
***Option to click save and make sure rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
*Click save and view accession record screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on Create information object button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
**Name access point should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Most Recent, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box (but see [https://projects.artefactual.com/issues/9290 #9290])&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2351</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2351"/>
				<updated>2019-04-16T21:17:13Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Create */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks &amp;quot;More &amp;gt; Create new rights&amp;quot; in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking Add new opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Submit. Rights should be visible in accession record edit template with the options to edit, delete; add another right to the accession record continues to work from the&lt;br /&gt;
***Option to click save and make sure rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
*Click save and view accession record screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on Create information object button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
**Name access point should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Most Recent, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box (but see [https://projects.artefactual.com/issues/9290 #9290])&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2350</id>
		<title>Development/Functional testing/Treeview hierarchy tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2350"/>
				<updated>2019-04-16T20:56:46Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Dragging and dropping objects */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Treeview hierarchy tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing|Functional testing]] &amp;gt; Treeview hierarchy tests&lt;br /&gt;
&lt;br /&gt;
User should be able to navigate hierarchies by expanding and collapsing objects, clicking on objects to open their show screens, and dragging and dropping objects to change their position within the hierarchy.&lt;br /&gt;
&lt;br /&gt;
== Expanding and collapsing objects ==&lt;br /&gt;
&lt;br /&gt;
*Opening a show screen with multiple levels should show the immediate lower levels with &amp;gt; signs next to them in the context menu box&lt;br /&gt;
*Clicking on a &amp;gt; sign should expand the lower level to show its lower levels&lt;br /&gt;
*The &amp;gt; sign should turn into a V sign when the object is expanded&lt;br /&gt;
*Clicking on the V sign should collapse the object&lt;br /&gt;
&lt;br /&gt;
== Navigating large aggregations ==&lt;br /&gt;
&lt;br /&gt;
* In show screens for information objects or taxonomy terms with more than 10 siblings or children, the hierarchy treeview shows only the first 5 siblings or children&lt;br /&gt;
* A button with ellipses [...] appears as a node at the bottom of the treeview&lt;br /&gt;
** Clicking on the button shows 4 more objects&lt;br /&gt;
** If the aggregation has more than 10 siblings, the [...] button will reappear beneath the 10th object.&lt;br /&gt;
*** Clicking the ellipses button again will create a slider to the right of the treeview, and will display 4 more objects at a time.&lt;br /&gt;
*** As the user scrolls down the slider, the treeview will automatically keep populating the hierarchy in 4-object increments until the user selects the desired object or all sibling information objects are displayed&lt;br /&gt;
&lt;br /&gt;
* When selecting an information object for display in the show screen that is lower than 6th in the hierarchy, the object is shown in the hierarchy treeview along with 4 siblings in either direction (up and down). As such, a maximum total of 9 information objects are displayed in the treeview when the showscreen displays an object that is lower than the 6th in the hierarchy - the object currently selected and up to 8 other siblings.&lt;br /&gt;
** An ellipses button [...] will be displayed on either side of the treeview hierarchy. Clicking on the button will expand the treeview to display further siblings, in increments of 4.&lt;br /&gt;
** If the user has expanded the treeview down the hierarchy, the slider bar will reappear, and the treeview will automatically populate the hierarchy in 4 object increments as the user scrolls down.&lt;br /&gt;
&lt;br /&gt;
== Dragging and dropping objects ==&lt;br /&gt;
*User should be able to drag an object with the mouse and drop it into another position under the same parent to re-order siblings.&lt;br /&gt;
** Note that the &amp;quot;[https://www.accesstomemory.org/en/docs/2.4/user-manual/add-edit-content/archival-descriptions/#move-archival-description Move]&amp;quot; button should be used to move objects to a new parent in the descriptive hierarchy. See [https://projects.artefactual.com/issues/4358 issue 4358]&lt;br /&gt;
*If an object has child levels, dragging and dropping the object also moves all of the child levels.&lt;br /&gt;
*Users should not be able to drag and drop if they are not logged in or do not have update permissions.&lt;br /&gt;
&lt;br /&gt;
== Hierarchy browse ==&lt;br /&gt;
* If an administrator has enabled &amp;quot;Settings &amp;gt; Treeview &amp;gt; Show browse hierarchy page &amp;gt; Yes&amp;quot; then &amp;quot;Hierarchy&amp;quot; appears as an option on the Browse results screen.&lt;br /&gt;
* Clicking this &amp;quot;Hierarchy&amp;quot; button should take users to a full-page, full-width treeview containing all top-level descriptions in AtoM.&lt;br /&gt;
* All top level description titles should appear in alphabetical order.&lt;br /&gt;
* Each description in the hierarchy browse page that has children should display an “expand/collapse” icon that can be clicked to display all the children of that description. Any child descriptions that in turn have children will also be expandable.&lt;br /&gt;
* A number in the top right corner of the page will indicate how many more descriptions can be seen in the hierarchy. Click on that number to bring up the next page of results.&lt;br /&gt;
* When a user clicks a description title in the hierarchy browse page, they will be redirected to the related archival description view page with the standard treeview&lt;br /&gt;
** When the user presses the back button, they should return to the hierarchy browse page where they left off (i.e. with the same nodes expanded or contracted as before).&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2349</id>
		<title>Development/Functional testing/Treeview hierarchy tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2349"/>
				<updated>2019-04-16T20:52:35Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: &lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Treeview hierarchy tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing|Functional testing]] &amp;gt; Treeview hierarchy tests&lt;br /&gt;
&lt;br /&gt;
User should be able to navigate hierarchies by expanding and collapsing objects, clicking on objects to open their show screens, and dragging and dropping objects to change their position within the hierarchy.&lt;br /&gt;
&lt;br /&gt;
== Expanding and collapsing objects ==&lt;br /&gt;
&lt;br /&gt;
*Opening a show screen with multiple levels should show the immediate lower levels with &amp;gt; signs next to them in the context menu box&lt;br /&gt;
*Clicking on a &amp;gt; sign should expand the lower level to show its lower levels&lt;br /&gt;
*The &amp;gt; sign should turn into a V sign when the object is expanded&lt;br /&gt;
*Clicking on the V sign should collapse the object&lt;br /&gt;
&lt;br /&gt;
== Navigating large aggregations ==&lt;br /&gt;
&lt;br /&gt;
* In show screens for information objects or taxonomy terms with more than 10 siblings or children, the hierarchy treeview shows only the first 5 siblings or children&lt;br /&gt;
* A button with ellipses [...] appears as a node at the bottom of the treeview&lt;br /&gt;
** Clicking on the button shows 4 more objects&lt;br /&gt;
** If the aggregation has more than 10 siblings, the [...] button will reappear beneath the 10th object.&lt;br /&gt;
*** Clicking the ellipses button again will create a slider to the right of the treeview, and will display 4 more objects at a time.&lt;br /&gt;
*** As the user scrolls down the slider, the treeview will automatically keep populating the hierarchy in 4-object increments until the user selects the desired object or all sibling information objects are displayed&lt;br /&gt;
&lt;br /&gt;
* When selecting an information object for display in the show screen that is lower than 6th in the hierarchy, the object is shown in the hierarchy treeview along with 4 siblings in either direction (up and down). As such, a maximum total of 9 information objects are displayed in the treeview when the showscreen displays an object that is lower than the 6th in the hierarchy - the object currently selected and up to 8 other siblings.&lt;br /&gt;
** An ellipses button [...] will be displayed on either side of the treeview hierarchy. Clicking on the button will expand the treeview to display further siblings, in increments of 4.&lt;br /&gt;
** If the user has expanded the treeview down the hierarchy, the slider bar will reappear, and the treeview will automatically populate the hierarchy in 4 object increments as the user scrolls down.&lt;br /&gt;
&lt;br /&gt;
== Dragging and dropping objects ==&lt;br /&gt;
*User should be able to drag an object with the mouse and drop it into another position under the same parent to re-order siblings.&lt;br /&gt;
** Note that the &amp;quot;Move&amp;quot; button should be used to move objects to a new parent in the descriptive hierarchy. See [https://projects.artefactual.com/issues/4358 issue 4358]&lt;br /&gt;
*If an object has child levels, dragging and dropping the object also moves all of the child levels.&lt;br /&gt;
*Users should not be able to drag and drop if they are not logged in or do not have update permissions.&lt;br /&gt;
&lt;br /&gt;
== Hierarchy browse ==&lt;br /&gt;
* If an administrator has enabled &amp;quot;Settings &amp;gt; Treeview &amp;gt; Show browse hierarchy page &amp;gt; Yes&amp;quot; then &amp;quot;Hierarchy&amp;quot; appears as an option on the Browse results screen.&lt;br /&gt;
* Clicking this &amp;quot;Hierarchy&amp;quot; button should take users to a full-page, full-width treeview containing all top-level descriptions in AtoM.&lt;br /&gt;
* All top level description titles should appear in alphabetical order.&lt;br /&gt;
* Each description in the hierarchy browse page that has children should display an “expand/collapse” icon that can be clicked to display all the children of that description. Any child descriptions that in turn have children will also be expandable.&lt;br /&gt;
* A number in the top right corner of the page will indicate how many more descriptions can be seen in the hierarchy. Click on that number to bring up the next page of results.&lt;br /&gt;
* When a user clicks a description title in the hierarchy browse page, they will be redirected to the related archival description view page with the standard treeview&lt;br /&gt;
** When the user presses the back button, they should return to the hierarchy browse page where they left off (i.e. with the same nodes expanded or contracted as before).&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2347</id>
		<title>Development/Functional testing/Accession module tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Accession_module_tests&amp;diff=2347"/>
				<updated>2019-04-16T20:19:59Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Create */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Accession module tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing]] &amp;gt; Development/Fucntional testing/Accession module tests&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
&amp;lt;admonition type=&amp;quot;tip&amp;quot;&amp;gt;&lt;br /&gt;
General information on the Accessions module can be found at:&lt;br /&gt;
&lt;br /&gt;
* https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/accessions/&lt;br /&gt;
&amp;lt;/admonition&amp;gt;&lt;br /&gt;
&lt;br /&gt;
(Accession module tests updated 2018-09-27 to conform with AtoM 2.4)&lt;br /&gt;
== Create ==&lt;br /&gt;
A Logged-in User should be able to create and save an accession record&lt;br /&gt;
*Clicking '''Add &amp;gt; Accession record''' opens accession record edit screen&lt;br /&gt;
**Accession number data field is automatically populated by the system with a date and incremental integer. This field cannot be altered by the user prior to v2.4. In 2.4 and after, the field can always be edited, and may not be populated if the Accession mask setting in Admin &amp;gt; Settings &amp;gt; Identifiers is set to 'No'.&lt;br /&gt;
**Acquisition date field is automatically populated by the system with the current day's date. User can change this date with the calendar GUI.&lt;br /&gt;
*User can enter data into required fields (free text).&lt;br /&gt;
*Clicking Create closes edit screen and opens view accession record screen&lt;br /&gt;
*Clicking Edit opens edit screen&lt;br /&gt;
*User clicks Donor/Transferring body area and section for data entry opens.&lt;br /&gt;
**Clicking Add new opens the donor dialog box. Fill in donor name and contact information then click Submit. Donor name should be visible in accession record edit template with the options to edit (pencil icon), delete (x symbol) or add another donor to the accession record (add new hyperlink text). User should be able to add and edit/delete multiple donors.&lt;br /&gt;
**Edit the existing donor name and contact information by clicking on the pencil icon. Donor dialog box opens.&lt;br /&gt;
**Select the delete symbol to delete the donor information.&lt;br /&gt;
*User clicks Admin area and begins to add/edit information in the Admin area.&lt;br /&gt;
**Can select from drop-down list.&lt;br /&gt;
**Can select creator name from dynamic list selection or can enter new creator name.&lt;br /&gt;
**Can add free text to data entry boxes.&lt;br /&gt;
***Option to click save and make sure creator name is presented in the view accession record screen as a hyperlink. Click on hyperlink creator name and user should be redirected to view authority record screen&lt;br /&gt;
*User clicks Add new rights in button block after saving description (see also [[Development/Functional testing/Rights module tests|Rights module tests]])&lt;br /&gt;
**Clicking Add new opens the rights edit page&lt;br /&gt;
**Can select Acts from drop-down pick list provides users with 7 acts to select: delete, discover, display, disseminate, modify, migrate and replicate&lt;br /&gt;
**Can select restriction drop-down list, 3 options: Allow, Conditional, and Disallow&lt;br /&gt;
**Can modify date field &amp;quot;start&amp;quot; and enter data into date field &amp;quot;end&amp;quot;&lt;br /&gt;
**Can select existing names from dynamic list in Rights holder field, or can input new name into field.&lt;br /&gt;
**Can enter free text in Rights notes field&lt;br /&gt;
**Can select Basis from drop-down list: copyright, license, statute, policy and donor&lt;br /&gt;
**Can add multiple Rights to a single Basis&lt;br /&gt;
**Can Click on Submit. Rights should be visible in accession record edit template with the options to edit, delete; add another right to the accession record continues to work from the&lt;br /&gt;
***Option to click save and make sure rights holder name is presented in the view accession record screen as a hyperlink. Click on hyperlink rights holder name and user should be redirected to view rights holder screen.&lt;br /&gt;
*Click save and view accession record screen.&lt;br /&gt;
&lt;br /&gt;
== Read ==&lt;br /&gt;
*A logged-in User should be able to read all content and link to related content&lt;br /&gt;
**Accession number&lt;br /&gt;
**Acquisition date&lt;br /&gt;
**Source of acquisition&lt;br /&gt;
**Location information&lt;br /&gt;
**Related donor should provide a link to view donor screen&lt;br /&gt;
**Contact information&lt;br /&gt;
**Acquisition type&lt;br /&gt;
**Resource type&lt;br /&gt;
**Title&lt;br /&gt;
**Creators should provide a link to view authority record screen&lt;br /&gt;
**Archival history&lt;br /&gt;
**Scope and content&lt;br /&gt;
**Appraisal, destruction and scheduling&lt;br /&gt;
**Physical condition&lt;br /&gt;
**Received units&lt;br /&gt;
**Processing status&lt;br /&gt;
**Processing priority&lt;br /&gt;
**Processing notes&lt;br /&gt;
**Related right should include information about the act, restrictions, start &amp;amp; end date, rights holder, notes and basis.&lt;br /&gt;
**Rights holder should provide a link to view rights holder screen&lt;br /&gt;
*Unauthenticated users cannot enter URL to an accession and navigate directly there; option to navigate to accessions is not visible in menus for unauthenticated users&lt;br /&gt;
&lt;br /&gt;
== Edit ==&lt;br /&gt;
A logged-in User should be able to edit the accession record&lt;br /&gt;
*One method of editing is to Click the Edit button at the bottom of the view accession record screen and user should be directed to the edit accession record screen&lt;br /&gt;
*Another method of editing is to Click on the Area title bar of the section you want to edit.&lt;br /&gt;
**Click on accession number. Accession number is editable. (In instances prior to 2.4 this data is NOT editable.)&lt;br /&gt;
**All other data entry fields in the accession record can be edited.&lt;br /&gt;
*Click on Save to be directed to the View accession record screen.&lt;br /&gt;
*Click on Create information object button. User should be directed to view archival description screen.&lt;br /&gt;
**Title (ISAD) Title Proper (RAD) should be populated with information from title of accession record.&lt;br /&gt;
**Name of creator should be populated with information from accession record.&lt;br /&gt;
**Archival history (ISAD) Custodial history (RAD) should be populated with information from accession record.&lt;br /&gt;
**Scope and content should be populated with information from accession record.&lt;br /&gt;
**Physical characteristics (ISAD) Physical condition (RAD) and technical requirements should be populated with information from accession record&lt;br /&gt;
**Name access point should be populated with the creator name from the accession record&lt;br /&gt;
**Rights should be populated with the rights added into the accession record&lt;br /&gt;
**Accession number should be a hyperlink. Click on link and user is directed to view accession record screen&lt;br /&gt;
*Click on Deaccession button and user is directed to edit deaccession record edit template.&lt;br /&gt;
*Click on Add accrual button and user is directed to an accrual record/accession edit template.&lt;br /&gt;
*Click on Delete button and user is directed to a question screen that asks for confirmation of deletion of specific accession record.&lt;br /&gt;
&lt;br /&gt;
== Manage ==&lt;br /&gt;
A logged-in User can manage accession records using browse and search&lt;br /&gt;
&lt;br /&gt;
*Can select accessions from the Manage menu bar drop-down list&lt;br /&gt;
*Can sort accessions by name Most Recent, Accession Number, Title, or Acquisition Date&lt;br /&gt;
*Can click on hyperlink accession identifier or title and be directed to View accession record screen&lt;br /&gt;
*Can search accessions by partial or exact accession identifier, and on other fields from the accessions dedicated search box (but see [https://projects.artefactual.com/issues/9290 #9290])&lt;br /&gt;
&lt;br /&gt;
&lt;br /&gt;
-----&lt;br /&gt;
&lt;br /&gt;
* [[Development/Functional_testing|Back to Functional testing]]&lt;br /&gt;
* [[Development|Back to Development]]&lt;br /&gt;
&lt;br /&gt;
[[Category: Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2346</id>
		<title>Development/Functional testing/Treeview hierarchy tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2346"/>
				<updated>2019-04-16T20:11:13Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Dragging and dropping objects */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Treeview hierarchy tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing|Functional testing]] &amp;gt; Treeview hierarchy tests&lt;br /&gt;
&lt;br /&gt;
User should be able to navigate hierarchies by expanding and collapsing objects, clicking on objects to open their show screens, and dragging and dropping objects to change their position within the hierarchy.&lt;br /&gt;
&lt;br /&gt;
== Expanding and collapsing objects ==&lt;br /&gt;
&lt;br /&gt;
*Opening a show screen with multiple levels should show the immediate lower levels with &amp;gt; signs next to them in the context menu box&lt;br /&gt;
*Clicking on a &amp;gt; sign should expand the lower level to show its lower levels&lt;br /&gt;
*The &amp;gt; sign should turn into a V sign when the object is expanded&lt;br /&gt;
*Clicking on the V sign should collapse the object&lt;br /&gt;
&lt;br /&gt;
== Navigating large aggregations ==&lt;br /&gt;
&lt;br /&gt;
* In show screens for information objects or taxonomy terms with more than 10 siblings or children, the hierarchy treeview shows only the first 5 siblings or children&lt;br /&gt;
* A button with ellipses [...] appears as a node at the bottom of the treeview&lt;br /&gt;
** Clicking on the button shows 4 more objects&lt;br /&gt;
** If the aggregation has more than 10 siblings, the [...] button will reappear beneath the 10th object.&lt;br /&gt;
*** Clicking the ellipses button again will create a slider to the right of the treeview, and will display 4 more objects at a time.&lt;br /&gt;
*** As the user scrolls down the slider, the treeview will automatically keep populating the hierarchy in 4-object increments until the user selects the desired object or all sibling information objects are displayed&lt;br /&gt;
&lt;br /&gt;
* When selecting an information object for display in the show screen that is lower than 6th in the hierarchy, the object is shown in the hierarchy treeview along with 4 siblings in either direction (up and down). As such, a maximum total of 9 information objects are displayed in the treeview when the showscreen displays an object that is lower than the 6th in the hierarchy - the object currently selected and up to 8 other siblings.&lt;br /&gt;
** An ellipses button [...] will be displayed on either side of the treeview hierarchy. Clicking on the button will expand the treeview to display further siblings, in increments of 4.&lt;br /&gt;
** If the user has expanded the treeview down the hierarchy, the slider bar will reappear, and the treeview will automatically populate the hierarchy in 4 object increments as the user scrolls down.&lt;br /&gt;
&lt;br /&gt;
== Dragging and dropping objects ==&lt;br /&gt;
*User should be able to drag an object with the mouse and drop it into another position under the same parent to re-order siblings.&lt;br /&gt;
** Note that the &amp;quot;Move&amp;quot; button should be used to move objects to a new parent in the descriptive hierarchy. See [https://projects.artefactual.com/issues/4358 issue 4358]&lt;br /&gt;
*If an object has child levels, dragging and dropping the object also moves all of the child levels.&lt;br /&gt;
*Users should not be able to drag and drop if they are not logged in or do not have update permissions.&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2345</id>
		<title>Development/Functional testing/Treeview hierarchy tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2345"/>
				<updated>2019-04-16T20:08:26Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Navigating large aggregations */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Treeview hierarchy tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing|Functional testing]] &amp;gt; Treeview hierarchy tests&lt;br /&gt;
&lt;br /&gt;
User should be able to navigate hierarchies by expanding and collapsing objects, clicking on objects to open their show screens, and dragging and dropping objects to change their position within the hierarchy.&lt;br /&gt;
&lt;br /&gt;
== Expanding and collapsing objects ==&lt;br /&gt;
&lt;br /&gt;
*Opening a show screen with multiple levels should show the immediate lower levels with &amp;gt; signs next to them in the context menu box&lt;br /&gt;
*Clicking on a &amp;gt; sign should expand the lower level to show its lower levels&lt;br /&gt;
*The &amp;gt; sign should turn into a V sign when the object is expanded&lt;br /&gt;
*Clicking on the V sign should collapse the object&lt;br /&gt;
&lt;br /&gt;
== Navigating large aggregations ==&lt;br /&gt;
&lt;br /&gt;
* In show screens for information objects or taxonomy terms with more than 10 siblings or children, the hierarchy treeview shows only the first 5 siblings or children&lt;br /&gt;
* A button with ellipses [...] appears as a node at the bottom of the treeview&lt;br /&gt;
** Clicking on the button shows 4 more objects&lt;br /&gt;
** If the aggregation has more than 10 siblings, the [...] button will reappear beneath the 10th object.&lt;br /&gt;
*** Clicking the ellipses button again will create a slider to the right of the treeview, and will display 4 more objects at a time.&lt;br /&gt;
*** As the user scrolls down the slider, the treeview will automatically keep populating the hierarchy in 4-object increments until the user selects the desired object or all sibling information objects are displayed&lt;br /&gt;
&lt;br /&gt;
* When selecting an information object for display in the show screen that is lower than 6th in the hierarchy, the object is shown in the hierarchy treeview along with 4 siblings in either direction (up and down). As such, a maximum total of 9 information objects are displayed in the treeview when the showscreen displays an object that is lower than the 6th in the hierarchy - the object currently selected and up to 8 other siblings.&lt;br /&gt;
** An ellipses button [...] will be displayed on either side of the treeview hierarchy. Clicking on the button will expand the treeview to display further siblings, in increments of 4.&lt;br /&gt;
** If the user has expanded the treeview down the hierarchy, the slider bar will reappear, and the treeview will automatically populate the hierarchy in 4 object increments as the user scrolls down.&lt;br /&gt;
&lt;br /&gt;
== Dragging and dropping objects ==&lt;br /&gt;
*User should be able to drag an object with the mouse and drop it into another position under the same parent to re-order siblings.&lt;br /&gt;
** Note that the &amp;quot;Move&amp;quot; button should be used to move objects to a new parent in the descriptive hierarchy. See [https://projects.artefactual.com/issues/4358 issue 4358]&lt;br /&gt;
*If an object has child levels, dragging and dropping the object also moves all of the child levels&lt;br /&gt;
*Users should not be able to drag and drop if they are not logged in or do not have update permissions&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2344</id>
		<title>Development/Functional testing/Treeview hierarchy tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2344"/>
				<updated>2019-04-16T19:54:47Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Dragging and dropping objects */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Treeview hierarchy tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing|Functional testing]] &amp;gt; Treeview hierarchy tests&lt;br /&gt;
&lt;br /&gt;
User should be able to navigate hierarchies by expanding and collapsing objects, clicking on objects to open their show screens, and dragging and dropping objects to change their position within the hierarchy.&lt;br /&gt;
&lt;br /&gt;
== Expanding and collapsing objects ==&lt;br /&gt;
&lt;br /&gt;
*Opening a show screen with multiple levels should show the immediate lower levels with &amp;gt; signs next to them in the context menu box&lt;br /&gt;
*Clicking on a &amp;gt; sign should expand the lower level to show its lower levels&lt;br /&gt;
*The &amp;gt; sign should turn into a V sign when the object is expanded&lt;br /&gt;
*Clicking on the V sign should collapse the object&lt;br /&gt;
&lt;br /&gt;
== Navigating large aggregations ==&lt;br /&gt;
&lt;br /&gt;
* In show screens for information objects or taxonomy terms with more than 10 siblings or children, the hierarchy treeview shows only the first 6 siblings or children&lt;br /&gt;
* A button with ellipses [...] appears as a node at the bottom of the treeview&lt;br /&gt;
** Clicking on the button shows 4 more objects&lt;br /&gt;
** If the aggregation has more than 10 siblings, the [...] button will reappear beneath the 10th object.&lt;br /&gt;
*** Clicking the ellipses button again will create a slider to the right of the treeview, and will display 4 more objects at a time.&lt;br /&gt;
*** As the user scrolls down the slider, the treeview will automatically keep populating the hierarchy in 4-object increments until the user selects the desired object or all sibling information objects are displayed&lt;br /&gt;
&lt;br /&gt;
* When selecting an information object for display in the show screen that is lower than 6th in the hierarchy, the object is shown in the hierarchy treeview along with 4 siblings in either direction (up and down). As such, a maximum total of 9 information objects are displayed in the treeview when the showscreen displays an object that is lower than the 6th in the hierarchy - the object currently selected and up to 8 other siblings.&lt;br /&gt;
** An ellipses button [...] will be displayed on either side of the treeview hierarchy. Clicking on the button will expand the treeview to display further siblings, in increments of 4.&lt;br /&gt;
** If the user has expanded the treeview down the hierarchy, the slider bar will reappear, and the treeview will automatically populate the hierarchy in 4 object increments as the user scrolls down.&lt;br /&gt;
&lt;br /&gt;
== Dragging and dropping objects ==&lt;br /&gt;
*User should be able to drag an object with the mouse and drop it into another position under the same parent to re-order siblings.&lt;br /&gt;
** Note that the &amp;quot;Move&amp;quot; button should be used to move objects to a new parent in the descriptive hierarchy. See [https://projects.artefactual.com/issues/4358 issue 4358]&lt;br /&gt;
*If an object has child levels, dragging and dropping the object also moves all of the child levels&lt;br /&gt;
*Users should not be able to drag and drop if they are not logged in or do not have update permissions&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2343</id>
		<title>Development/Functional testing/Treeview hierarchy tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2343"/>
				<updated>2019-04-16T19:54:21Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Dragging and dropping objects */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Treeview hierarchy tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing|Functional testing]] &amp;gt; Treeview hierarchy tests&lt;br /&gt;
&lt;br /&gt;
User should be able to navigate hierarchies by expanding and collapsing objects, clicking on objects to open their show screens, and dragging and dropping objects to change their position within the hierarchy.&lt;br /&gt;
&lt;br /&gt;
== Expanding and collapsing objects ==&lt;br /&gt;
&lt;br /&gt;
*Opening a show screen with multiple levels should show the immediate lower levels with &amp;gt; signs next to them in the context menu box&lt;br /&gt;
*Clicking on a &amp;gt; sign should expand the lower level to show its lower levels&lt;br /&gt;
*The &amp;gt; sign should turn into a V sign when the object is expanded&lt;br /&gt;
*Clicking on the V sign should collapse the object&lt;br /&gt;
&lt;br /&gt;
== Navigating large aggregations ==&lt;br /&gt;
&lt;br /&gt;
* In show screens for information objects or taxonomy terms with more than 10 siblings or children, the hierarchy treeview shows only the first 6 siblings or children&lt;br /&gt;
* A button with ellipses [...] appears as a node at the bottom of the treeview&lt;br /&gt;
** Clicking on the button shows 4 more objects&lt;br /&gt;
** If the aggregation has more than 10 siblings, the [...] button will reappear beneath the 10th object.&lt;br /&gt;
*** Clicking the ellipses button again will create a slider to the right of the treeview, and will display 4 more objects at a time.&lt;br /&gt;
*** As the user scrolls down the slider, the treeview will automatically keep populating the hierarchy in 4-object increments until the user selects the desired object or all sibling information objects are displayed&lt;br /&gt;
&lt;br /&gt;
* When selecting an information object for display in the show screen that is lower than 6th in the hierarchy, the object is shown in the hierarchy treeview along with 4 siblings in either direction (up and down). As such, a maximum total of 9 information objects are displayed in the treeview when the showscreen displays an object that is lower than the 6th in the hierarchy - the object currently selected and up to 8 other siblings.&lt;br /&gt;
** An ellipses button [...] will be displayed on either side of the treeview hierarchy. Clicking on the button will expand the treeview to display further siblings, in increments of 4.&lt;br /&gt;
** If the user has expanded the treeview down the hierarchy, the slider bar will reappear, and the treeview will automatically populate the hierarchy in 4 object increments as the user scrolls down.&lt;br /&gt;
&lt;br /&gt;
== Dragging and dropping objects ==&lt;br /&gt;
*User should be able to drag an object with the mouse and drop it into another position under the same parent to re-order siblings.&lt;br /&gt;
** Note that the &amp;quot;Move&amp;quot; button should be used to move objects to a new parent in the descriptive hierarchy. See [https://projects.artefactual.com/issues/4358 issue 4358]&lt;br /&gt;
*If an object has child levels, dragging and dropping the object into another part under the same parent also moves all of the child levels&lt;br /&gt;
*Users should not be able to drag and drop if they are not logged in or do not have update permissions&lt;br /&gt;
&lt;br /&gt;
[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

	<entry>
		<id>http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2342</id>
		<title>Development/Functional testing/Treeview hierarchy tests</title>
		<link rel="alternate" type="text/html" href="http://wiki.accesstomemory.org/index.php?title=Development/Functional_testing/Treeview_hierarchy_tests&amp;diff=2342"/>
				<updated>2019-04-16T19:54:02Z</updated>
		
		<summary type="html">&lt;p&gt;PeterVG: /* Dragging and dropping objects */&lt;/p&gt;
&lt;hr /&gt;
&lt;div&gt;{{#pagetitle: Treeview hierarchy tests }}&lt;br /&gt;
[[Main Page]] &amp;gt; [[Development]] &amp;gt; [[Development/Functional testing|Functional testing]] &amp;gt; Treeview hierarchy tests&lt;br /&gt;
&lt;br /&gt;
User should be able to navigate hierarchies by expanding and collapsing objects, clicking on objects to open their show screens, and dragging and dropping objects to change their position within the hierarchy.&lt;br /&gt;
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== Expanding and collapsing objects ==&lt;br /&gt;
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*Opening a show screen with multiple levels should show the immediate lower levels with &amp;gt; signs next to them in the context menu box&lt;br /&gt;
*Clicking on a &amp;gt; sign should expand the lower level to show its lower levels&lt;br /&gt;
*The &amp;gt; sign should turn into a V sign when the object is expanded&lt;br /&gt;
*Clicking on the V sign should collapse the object&lt;br /&gt;
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== Navigating large aggregations ==&lt;br /&gt;
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* In show screens for information objects or taxonomy terms with more than 10 siblings or children, the hierarchy treeview shows only the first 6 siblings or children&lt;br /&gt;
* A button with ellipses [...] appears as a node at the bottom of the treeview&lt;br /&gt;
** Clicking on the button shows 4 more objects&lt;br /&gt;
** If the aggregation has more than 10 siblings, the [...] button will reappear beneath the 10th object.&lt;br /&gt;
*** Clicking the ellipses button again will create a slider to the right of the treeview, and will display 4 more objects at a time.&lt;br /&gt;
*** As the user scrolls down the slider, the treeview will automatically keep populating the hierarchy in 4-object increments until the user selects the desired object or all sibling information objects are displayed&lt;br /&gt;
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* When selecting an information object for display in the show screen that is lower than 6th in the hierarchy, the object is shown in the hierarchy treeview along with 4 siblings in either direction (up and down). As such, a maximum total of 9 information objects are displayed in the treeview when the showscreen displays an object that is lower than the 6th in the hierarchy - the object currently selected and up to 8 other siblings.&lt;br /&gt;
** An ellipses button [...] will be displayed on either side of the treeview hierarchy. Clicking on the button will expand the treeview to display further siblings, in increments of 4.&lt;br /&gt;
** If the user has expanded the treeview down the hierarchy, the slider bar will reappear, and the treeview will automatically populate the hierarchy in 4 object increments as the user scrolls down.&lt;br /&gt;
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== Dragging and dropping objects ==&lt;br /&gt;
*User should be able to drag an object with the mouse and drop it into another position under the same parent.&lt;br /&gt;
** Note that the &amp;quot;Move&amp;quot; button should be used to move objects to a new parent in the descriptive hierarchy. See [https://projects.artefactual.com/issues/4358 issue 4358]&lt;br /&gt;
*If an object has child levels, dragging and dropping the object into another part under the same parent also moves all of the child levels&lt;br /&gt;
*Users should not be able to drag and drop if they are not logged in or do not have update permissions&lt;br /&gt;
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[[Category:Development documentation]]&lt;/div&gt;</summary>
		<author><name>PeterVG</name></author>	</entry>

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