Difference between revisions of "Development/Functional testing/Admin tests"

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(→‎Settings: update finding aid instructions)
 
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*Can add new static pages
 
*Can add new static pages
 
*Can delete added static pages (not Home - Delete button should not be present on Home page)
 
*Can delete added static pages (not Home - Delete button should not be present on Home page)
 +
* If Markdown is enabled, can use Markdown to style content (see [https://www.accesstomemory.org/docs/latest/user-manual/add-edit-content/formatting/ Formatting] in documentation)
  
 
== Menus ==
 
== Menus ==
Line 26: Line 27:
  
 
== Plugins ==
 
== Plugins ==
−
*Plugins should display Name, Description, Version, and the Enabled check box when a user navigates to '''Admin>Plugins'''
+
* Plugins should display Name, Description, Version, and the Enabled check box when a user navigates to '''Admin>Plugins'''
−
*Visible plugins should include:
+
* Visible plugins should include:
−
**ISAAR (CPF)(International Standard Archival Authority Record for Corporate Bodies, Person and Families)
+
** sfIsdfPlugin - ISDF (International Standard for Describing Functions)
−
**DC (Dublin Core)
+
** sfIsdiahPlugin - ISDIAH (International Standard for Describing Institutions with Archival Holdings)
−
**EAD (Encoded Archival Description
+
** sfModsPlugin - MODS (Metadata Object Description Schema)
−
**EAC (Encoded Archival Context)
+
** sfEacPlguin - EAC (Encoded Archival Context)
−
**ISDIAH (International Standard for Describing Institutions with Archival Holdings)
+
** arRestApiPlugin - AtoM REST API (disabled by default in new installs)
−
**SKOS (Simple Knowledge Organization System)
+
** arDacsPlugin - DACS (Describing Archives: A Content Standard)
−
**ISAD (International Standard Archival Description)
+
** sfSkosPlugin - SKOS (Simple Knowledge Organization System)
−
**MODS (Metadata Object Description Schema)
+
** arOaiPlugin - AtoM's OAI Repository module (disabled by default in new installs)
−
**REST API
+
** sfDcPlugin - DC (Dublin Core)
−
**ISDF (International Standard for Describing Functions)
+
** sfIsaarPlugin - ISAAR (CPF)(International Standard Archival Authority Record for Corporate Bodies, Person and Families)
−
**DACS (Describing Archives: A Content Standard)
+
** sfIsadPlugin - ISAD (International Standard Archival Description)
−
**OAI
+
** sfEadPlugin - EAD (Encoded Archival Description
−
**SWORD
+
** qtSwordPlugin - SWORD (transfer protocol used for accepting DIPs from Archivematica)
−
**RAD (Rules for Archival Description)
+
** sfRadPlugin - RAD (Rules for Archival Description)
 +
 
 
*User can enable or disable any plugin except for ISAD, ISDIAH, and ISAAR(CPF) using the checkbox in the Enabled column for each entry
 
*User can enable or disable any plugin except for ISAD, ISDIAH, and ISAAR(CPF) using the checkbox in the Enabled column for each entry
 
*User cannot edit or delete plugins
 
*User cannot edit or delete plugins
Line 51: Line 53:
  
 
== Settings ==
 
== Settings ==
 +
 +
'''General'''
 +
 +
User can make changes to settings. Saving brings the setting changes into effect immediately. Upon save, the page should reload and the user should receive a notification that the changes have been saved.
 +
 
'''Global Settings:'''
 
'''Global Settings:'''
−
*Changing maximum image width changes width of digital object reference display copies
 
 
*Changing results per page setting changes results in object landing pages, search results, browse results, repository holdings and cover-flow viewer
 
*Changing results per page setting changes results in object landing pages, search results, browse results, repository holdings and cover-flow viewer
−
*Changing Inherit reference code to "no" removes inherited reference codes
+
** Trying to set results per page to less than 5 results in a message above the settings edit field that says, "You must show at least 5 hits per page" - user must change value to save settings
−
*Can sort information object treeview alphabetically or by identifier
+
** Trying to set results per page to more than 100 results in a message above the settings edit field that says, "You cannot show more than 100 hits per page" - user must change value to save settings
 
*If Global setting for "Sort browser (users)" is set to '''alphabetic''', then: Changing Global setting of Multiple repositories to "no" removes Repositories from column header in information object browse screen and inserts Creator in the column header as a sort option;however, the alphabetic sort order is determined by the title of the information object
 
*If Global setting for "Sort browser (users)" is set to '''alphabetic''', then: Changing Global setting of Multiple repositories to "no" removes Repositories from column header in information object browse screen and inserts Creator in the column header as a sort option;however, the alphabetic sort order is determined by the title of the information object
 
*If the Global settings for "Sort browser (users)" is set to '''last updated''', then: Changing Multiple repositories to "no" removes Repository from column header in information object browse screen and inserts Level in the column header as a sort option.
 
*If the Global settings for "Sort browser (users)" is set to '''last updated''', then: Changing Multiple repositories to "no" removes Repository from column header in information object browse screen and inserts Level in the column header as a sort option.
Line 63: Line 69:
 
*Changing Upload multi-page files as multiple descriptions to "yes" results in child-level descriptions being created for every page of an uploaded digital object (e.g. PDF uploads)
 
*Changing Upload multi-page files as multiple descriptions to "yes" results in child-level descriptions being created for every page of an uploaded digital object (e.g. PDF uploads)
 
*Changing Show tooltips to "no" removes tooltips from all edit templates
 
*Changing Show tooltips to "no" removes tooltips from all edit templates
−
 
−
'''Site Information'''
 
−
*Can add and edit site title and site description
 
  
 
'''Default page elements'''
 
'''Default page elements'''
Line 73: Line 76:
 
*Can change the default standards templates for information object, Person/organization, and Repository (based on available plugin templates - see: Admin>plugins to view which templates are loaded into AtoM)
 
*Can change the default standards templates for information object, Person/organization, and Repository (based on available plugin templates - see: Admin>plugins to view which templates are loaded into AtoM)
  
−
'''User interface label'''
+
'''DIP upload'''
−
*Can change user interface labels
+
*Can choose whether or not to strip file extensions from information object names
 +
 
 +
'''Digital object derivatives'''
 +
*Can change the page number for which the system should derive an image for a PDF
 +
**If the value is set higher than the max number of pages in a specific PDF, then AtoM should use the closet page number (e.g. the last one)
 +
*Changing maximum image width changes width of digital object reference display copies
 +
** Note: AtoM will scale images down in the view page. To test this you need to right-click on the reference display copy and click "View image" - do '''not''' click on the reference display copy (or you will go to the master/original instead); do not go just on the size of the image in the view page.
  
−
'''Languages'''
+
'''Finding Aid'''
−
*Can delete languages from and add languages to language menu (Note: languages must be supported in the current version of AtoM for this functionality to behave properly - see the User Manual for guidance on Adding/removing languages
+
*Can change finding aid format to PDF or RTF and export a finding aid in the selected format
 +
*Can select select the finding aid model (inventory summary or full details)
 +
* When finding aid settings are set to "Generate as public user" then draft descriptions are not included in the output and, if physical storage is hidden via Visible elements, it is also excluded from the public finding aid
 +
''' i18n Languages'''
 +
*Can delete languages from and add languages to language menu (Note: languages must be supported in the current version of AtoM for this functionality to behave properly - see the User Manual for guidance on adding/removing languages)
 
*Can switch to new languages added to language menu
 
*Can switch to new languages added to language menu
 
*Can translate user interface
 
*Can translate user interface
 +
 +
'''Identifier setttings'''
 +
* A notification is shown at the top of the settings page for this section, telling users they must repopulate the search index and clear the cache if changing the default reference code separator
 +
* Can change mask values (e.g. change to <code>TEST/#ii/#iii</code>) and when saved, creating new description or accession and using the mask should produce the user-entered value (e.g. <code>TEST/01/005</code>, or whatever next value is in counter for last number)
 +
*Changing Inherit reference code to "no" removes inherited reference codes
 +
** This should also affect EAD XML exports - when reference code inheritance is on, then EAD <unitid> elements should include the full reference code. When it is off, <unitid> elements should only include the current identifier
 +
 +
'''Inventory'''
 +
*Can select the desired levels of description to be included in the inventory
 +
**Navigating to a collection and clicking on Inventory results in a list of the levels of description indicated above
 +
 +
'''Markdown'''
 +
* Can enable or disable markdown
 +
**When disabled, any markdown should just appear as raw / unformatted text
  
 
'''OAI Repository'''
 
'''OAI Repository'''
−
*Can enable and disable OAI
+
*Can only see this section of settings if the arOaiPlugin is enabled (in Admin > Plugins)
 +
* Can enable or disable the requirement for an API key to authenticate and access the OAI response
 
*Can enter an OAI repository code
 
*Can enter an OAI repository code
 +
*Can enter multiple administrator emails, separated by commas, and have these show up properly in an [https://www.accesstomemory.org/docs/latest/user-manual/import-export/oai-pmh/#oai-identify OAI Identify response]
 +
*Can hover mouse over the settings' field labels and see additional help text
 
*Cannot alter the repository identifier or sample OAI identifier
 
*Cannot alter the repository identifier or sample OAI identifier
 +
**Sample repository identifier and sample OAI identifier shown should incorporate the Base URL set in Admin > Settings > Site information
 
*Can alter the resumption token limit
 
*Can alter the resumption token limit
  
−
'''Job Scheduling'''
+
'''Permissions'''
−
*Can enable or disable the job scheduler
+
 
 +
TO DO
 +
 
 +
'''Privacy Notification'''
 +
 
 +
TO DO
 +
 
 +
'''Site Information'''
 +
*Can add and edit site title and site description
 +
 
 +
'''Treeview'''
 +
 
 +
<admonition type="seealso">
 +
[[Development/Functional_testing/Treeview_hierarchy_tests|Treeview hierarchy tests]]
 +
</admonition>
 +
 
 +
'''User interface label'''
 +
*Can change user interface labels
 +
 
 +
 
 +
 
 +
 
 +
 
  
 
'''Security'''
 
'''Security'''
−
*can enter a static IP address to limit administrator functionality
+
*Can enter a static IP address to limit administrator functionality
 
**Can use a dash between IPs to enter an IP range
 
**Can use a dash between IPs to enter an IP range
 
**Can use a semi-colon to separate multiple discreet IPs
 
**Can use a semi-colon to separate multiple discreet IPs
 
**Can use a combination of the above
 
**Can use a combination of the above
−
*can select yes or no for:
+
*Can select yes or no for:
 
**Requiring SSL for all administrator functionality
 
**Requiring SSL for all administrator functionality
 
**Requiring strong passwords
 
**Requiring strong passwords
 +
 +
'''Permissions'''
 +
*Can select Allow, Conditional, and Disallow permissions from the grid on the basis of Copyright, License, Statute, Policy, and Donor
 +
*Can change display text for PREMIS access statements
 +
*Can enable copyright statement and enter text
 +
**Copyright statement appears when user tries to download applicable digital object master
 +
 +
 +
 +
  
 
[[Category:Development documentation]]
 
[[Category:Development documentation]]
  
 
__NOTOC__
 
__NOTOC__

Latest revision as of 10:15, 28 April 2020

Main Page > Development > Development/Functional testing > Development/Functional testing/Admin tests

Static pages

  • Can edit existing static pages
    • Can change title
    • Can edit body text
    • HTML and inline CSS added in body text behaves as expected
    • Can change links in body text
  • Cannot edit permalinks (slug) in welcome/home and about pages
  • Can add new static pages
  • Can delete added static pages (not Home - Delete button should not be present on Home page)
  • If Markdown is enabled, can use Markdown to style content (see Formatting in documentation)

Menus

  • Can rename menus
  • Can rename menu labels
  • Can move menus
  • Can reparent menus
  • Can add menus
  • Can delete menus
    • Cannot delete protected menus
  • Can restore deleted menus
    • (NB: this does not imply an "undo delete" feature. Rather, the user should be able to restore a deleted menu by re-adding the same information as a new menu. See the user manual's entry under "Delete a menu"

Plugins

  • Plugins should display Name, Description, Version, and the Enabled check box when a user navigates to Admin>Plugins
  • Visible plugins should include:
    • sfIsdfPlugin - ISDF (International Standard for Describing Functions)
    • sfIsdiahPlugin - ISDIAH (International Standard for Describing Institutions with Archival Holdings)
    • sfModsPlugin - MODS (Metadata Object Description Schema)
    • sfEacPlguin - EAC (Encoded Archival Context)
    • arRestApiPlugin - AtoM REST API (disabled by default in new installs)
    • arDacsPlugin - DACS (Describing Archives: A Content Standard)
    • sfSkosPlugin - SKOS (Simple Knowledge Organization System)
    • arOaiPlugin - AtoM's OAI Repository module (disabled by default in new installs)
    • sfDcPlugin - DC (Dublin Core)
    • sfIsaarPlugin - ISAAR (CPF)(International Standard Archival Authority Record for Corporate Bodies, Person and Families)
    • sfIsadPlugin - ISAD (International Standard Archival Description)
    • sfEadPlugin - EAD (Encoded Archival Description
    • qtSwordPlugin - SWORD (transfer protocol used for accepting DIPs from Archivematica)
    • sfRadPlugin - RAD (Rules for Archival Description)
  • User can enable or disable any plugin except for ISAD, ISDIAH, and ISAAR(CPF) using the checkbox in the Enabled column for each entry
  • User cannot edit or delete plugins
  • Clicking Save on the button bar at the bottom of the screen will return the user to the top of the page with all changes saved and displayed properly in the Plugins list

Themes

  • Can select one of two themes: Dominion, and ArchivesCanada
  • Saving theme selection changes theme throughout app

Settings

General

User can make changes to settings. Saving brings the setting changes into effect immediately. Upon save, the page should reload and the user should receive a notification that the changes have been saved.

Global Settings:

  • Changing results per page setting changes results in object landing pages, search results, browse results, repository holdings and cover-flow viewer
    • Trying to set results per page to less than 5 results in a message above the settings edit field that says, "You must show at least 5 hits per page" - user must change value to save settings
    • Trying to set results per page to more than 100 results in a message above the settings edit field that says, "You cannot show more than 100 hits per page" - user must change value to save settings
  • If Global setting for "Sort browser (users)" is set to alphabetic, then: Changing Global setting of Multiple repositories to "no" removes Repositories from column header in information object browse screen and inserts Creator in the column header as a sort option;however, the alphabetic sort order is determined by the title of the information object
  • If the Global settings for "Sort browser (users)" is set to last updated, then: Changing Multiple repositories to "no" removes Repository from column header in information object browse screen and inserts Level in the column header as a sort option.
  • Changing Multiple repositories to "no":
    • Removes Institution as a facet in search and browse pages
    • Removes Institutional search delimiter from global search box drop-down
  • Changing Upload multi-page files as multiple descriptions to "yes" results in child-level descriptions being created for every page of an uploaded digital object (e.g. PDF uploads)
  • Changing Show tooltips to "no" removes tooltips from all edit templates

Default page elements

  • Can add and remove logo, site title and site description

Default template

  • Can change the default standards templates for information object, Person/organization, and Repository (based on available plugin templates - see: Admin>plugins to view which templates are loaded into AtoM)

DIP upload

  • Can choose whether or not to strip file extensions from information object names

Digital object derivatives

  • Can change the page number for which the system should derive an image for a PDF
    • If the value is set higher than the max number of pages in a specific PDF, then AtoM should use the closet page number (e.g. the last one)
  • Changing maximum image width changes width of digital object reference display copies
    • Note: AtoM will scale images down in the view page. To test this you need to right-click on the reference display copy and click "View image" - do not click on the reference display copy (or you will go to the master/original instead); do not go just on the size of the image in the view page.

Finding Aid

  • Can change finding aid format to PDF or RTF and export a finding aid in the selected format
  • Can select select the finding aid model (inventory summary or full details)
  • When finding aid settings are set to "Generate as public user" then draft descriptions are not included in the output and, if physical storage is hidden via Visible elements, it is also excluded from the public finding aid

i18n Languages

  • Can delete languages from and add languages to language menu (Note: languages must be supported in the current version of AtoM for this functionality to behave properly - see the User Manual for guidance on adding/removing languages)
  • Can switch to new languages added to language menu
  • Can translate user interface

Identifier setttings

  • A notification is shown at the top of the settings page for this section, telling users they must repopulate the search index and clear the cache if changing the default reference code separator
  • Can change mask values (e.g. change to TEST/#ii/#iii) and when saved, creating new description or accession and using the mask should produce the user-entered value (e.g. TEST/01/005, or whatever next value is in counter for last number)
  • Changing Inherit reference code to "no" removes inherited reference codes
    • This should also affect EAD XML exports - when reference code inheritance is on, then EAD <unitid> elements should include the full reference code. When it is off, <unitid> elements should only include the current identifier

Inventory

  • Can select the desired levels of description to be included in the inventory
    • Navigating to a collection and clicking on Inventory results in a list of the levels of description indicated above

Markdown

  • Can enable or disable markdown
    • When disabled, any markdown should just appear as raw / unformatted text

OAI Repository

  • Can only see this section of settings if the arOaiPlugin is enabled (in Admin > Plugins)
  • Can enable or disable the requirement for an API key to authenticate and access the OAI response
  • Can enter an OAI repository code
  • Can enter multiple administrator emails, separated by commas, and have these show up properly in an OAI Identify response
  • Can hover mouse over the settings' field labels and see additional help text
  • Cannot alter the repository identifier or sample OAI identifier
    • Sample repository identifier and sample OAI identifier shown should incorporate the Base URL set in Admin > Settings > Site information
  • Can alter the resumption token limit

Permissions

TO DO

Privacy Notification

TO DO

Site Information

  • Can add and edit site title and site description

Treeview

Seealso

Treeview hierarchy tests

User interface label

  • Can change user interface labels

Security

  • Can enter a static IP address to limit administrator functionality
    • Can use a dash between IPs to enter an IP range
    • Can use a semi-colon to separate multiple discreet IPs
    • Can use a combination of the above
  • Can select yes or no for:
    • Requiring SSL for all administrator functionality
    • Requiring strong passwords

Permissions

  • Can select Allow, Conditional, and Disallow permissions from the grid on the basis of Copyright, License, Statute, Policy, and Donor
  • Can change display text for PREMIS access statements
  • Can enable copyright statement and enter text
    • Copyright statement appears when user tries to download applicable digital object master
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