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UPDATED Aug 6, 2024 - switched in new design to better align with requirements
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This card continues to support cataloger workflow around assigning authorities in the Work entity edit mode.
Scope
Search modal
Search results
Out of scope
Display of full authority resource
Filters
Changes to resource description in edit mode
Search
When a cataloger needs to assign a new authority to a resource description - for either a new or existing resource - they’ll do so by searching for an authority through the authority search screen, which will be displayed as a modal hovering over the resource description.
The modal has similar properties to the bibliographic search feature in the Linked Data Editor
Simple input box
Search button
Section for displaying search results
Exit icon ('X' in upper left of modal)
Filters (outside scope of this card, but illustrated in design beloSearch results
The cataloger conducts a query by entering search terms and selecting the ‘Search’ button. Result set presented within the modal with the following properties:
Search box still displayed with search terms (and, eventually, filters / limiters still displayed)
Table listing matches on the search query
Table will list additional properties of the authority resource
An ‘Assign’ button for assigning an authority to the resource
(Same) exit icon
When the cataloger selects a resource from the list, the modal closes and the value selected is displayed in the appropriate component of the Work entity. The corresponding Subclass will also be populated in the Work entity.
The cataloger can always elect to change the authority by clicking the ‘Change authority’ link in edit mode.
If the cataloger selects the exit icon, the modal closes and the cataloger returns to the resource description in Work entity edit mode, with no changes applied to the authority field.
NOTE: The design shows hyperlinks for headings. That is out of scope for Beta, but will be added after Beta. Also for Beta, we will show only the LCCN number itself, not the URI to id.loc.gov. That hyperlink can follow Beta (if needed).
1. Default - existing authority value for Creator and/or Other contributors
GIVEN that a cataloger is cataloging in the Linked Data Editor WHEN the cataloger pulls up an existing resource AND the existing resource has a value for the Creator and/or the Other contributors component THEN the value for Creator and/or Other contributors component(s) is displayed as part of the Work entity in either Work edit mode or Instance edit mode AND the corresponding value for Subclass is displayed for Creator and/or Other contributors component(s) as part of the Work entity
2. Default - no authority value for Creator and/or Other contributors
GIVEN that a cataloger is cataloging in the Linked Data Editor WHEN the cataloger pulls up an existing resource AND the existing resource does not display a value for either the Creator and/or the Other contributors component THEN no value for Creator and/or Other contributors is displayed as part of the Work entity in either Work edit mode or Instance edit mode AND the no value for Subclass is displayed for Creator and/or Other contributors component(s) as part of the Work entity
3. Change label
GIVEN scenario 1 WHEN the resource is pulled into Work edit mode THEN the value for Creator and/or Other contributors component(s) as well as the corresponding Subclass value is displayed as part of the Work entity AND the interface displays the ‘Change’ option - allowing the cataloger the option of changing the value of the resource
4. Assign authority label
GIVEN scenario 2 WHEN the resource is pulled into Work edit mode THEN no value for Creator and/or Other contributors component(s) as well as the corresponding Subclass value is displayed as part of the Work entity AND the interface displays the ‘Assign authority’ option - allowing the cataloger the option of adding a new value to the resource
5. Authority search screen
GIVEN scenarios 3 or 4 WHEN the cataloger selects either the ‘Change’ or ‘Add authority’ actions THEN the authority search screen is displayed (as covered in UILD-344) AND the search input box is empty AND the search button and reset icon are both disabled by default
6. Input authority search query
GIVEN scenario 5 WHEN the cataloger selects enters a search term into the search input box THEN the search button is enabled
7. Run authority search query
GIVEN scenario 6 WHEN the cataloger runs the query THEN the authority search results screen displays AND the table includes column headers for Heading, Subclass, Source, and LCCN AND the table includes and action button for Assign AND the values under the heading column are not hyperlinked AND screen includes an exit icon ('X')
8. Assign
GIVEN scenario 7 WHEN the cataloger selects the Assign action THEN the modal no longer is displayed AND the selected value is displayed in the Creator / Other contributor component AND corresponding value for Subclass is displayed AND ‘Change’ is displayed as an option for changing the displayed value AND the value selected is not saved to the back end (until the cataloger explicitly saves the resource)
9. Exit
GIVEN scenario 7 WHEN the cataloger selects the Exit action THEN the modal no longer is displayed AND no changes are made to the Work entity
Tested on 327 build, ok for me. Evidences and cases added
Tetiana Kovalchuk August 15, 2024 at 10:19 AM
When Authority resource is assigned to Work creator, Saved and Closed, the search results show shifted Work titles:
,
Siarhei Karol August 15, 2024 at 7:46 AM
Tips for QA: Regression testing is needed for:
1. Loading a record in the Edit form; 2. Search and display of search results; 3. Pagination; 4. Repeatable fields.
Doug Loynes August 13, 2024 at 12:06 PM
- Let’s keep the pagination / result count consistent. I think the Linked Data Editor is slightly different from how the rest of FOLIO does things. We can recalibrate after Beta goes out.
Siarhei Karol August 13, 2024 at 11:23 AM
A question regarding the pagination. There is difference between the currently used pagination component and the designs. On the search page, the pagination is always visible and is located directly below the search results:
The same is used in the Search creator authority modal:
Design:
Should the pagination be updated according to the design? Should the Search results page have the same updated pagination? Could you please clarify this?
UPDATED Aug 6, 2024 - switched in new design to better align with requirements
~!~!~
This card continues to support cataloger workflow around assigning authorities in the Work entity edit mode.
Scope
Search modal
Search results
Out of scope
Display of full authority resource
Filters
Changes to resource description in edit mode
Search
When a cataloger needs to assign a new authority to a resource description - for either a new or existing resource - they’ll do so by searching for an authority through the authority search screen, which will be displayed as a modal hovering over the resource description.
The modal has similar properties to the bibliographic search feature in the Linked Data Editor
Simple input box
Search button
Section for displaying search results
Exit icon ('X' in upper left of modal)
Filters (outside scope of this card, but illustrated in design beloSearch results
The cataloger conducts a query by entering search terms and selecting the ‘Search’ button. Result set presented within the modal with the following properties:
Search box still displayed with search terms (and, eventually, filters / limiters still displayed)
Table listing matches on the search query
Table will list additional properties of the authority resource
An ‘Assign’ button for assigning an authority to the resource
(Same) exit icon
When the cataloger selects a resource from the list, the modal closes and the value selected is displayed in the appropriate component of the Work entity. The corresponding Subclass will also be populated in the Work entity.
The cataloger can always elect to change the authority by clicking the ‘Change authority’ link in edit mode.
If the cataloger selects the exit icon, the modal closes and the cataloger returns to the resource description in Work entity edit mode, with no changes applied to the authority field.
NOTE: The design shows hyperlinks for headings. That is out of scope for Beta, but will be added after Beta. Also for Beta, we will show only the LCCN number itself, not the URI to id.loc.gov. That hyperlink can follow Beta (if needed).
1. Default - existing authority value for Creator and/or Other contributors
GIVEN that a cataloger is cataloging in the Linked Data Editor
WHEN the cataloger pulls up an existing resource
AND the existing resource has a value for the Creator and/or the Other contributors component
THEN the value for Creator and/or Other contributors component(s) is displayed as part of the Work entity in either Work edit mode or Instance edit mode
AND the corresponding value for Subclass is displayed for Creator and/or Other contributors component(s) as part of the Work entity
2. Default - no authority value for Creator and/or Other contributors
GIVEN that a cataloger is cataloging in the Linked Data Editor
WHEN the cataloger pulls up an existing resource
AND the existing resource does not display a value for either the Creator and/or the Other contributors component
THEN no value for Creator and/or Other contributors is displayed as part of the Work entity in either Work edit mode or Instance edit mode
AND the no value for Subclass is displayed for Creator and/or Other contributors component(s) as part of the Work entity
3. Change label
GIVEN scenario 1
WHEN the resource is pulled into Work edit mode
THEN the value for Creator and/or Other contributors component(s) as well as the corresponding Subclass value is displayed as part of the Work entity
AND the interface displays the ‘Change’ option - allowing the cataloger the option of changing the value of the resource
4. Assign authority label
GIVEN scenario 2
WHEN the resource is pulled into Work edit mode
THEN no value for Creator and/or Other contributors component(s) as well as the corresponding Subclass value is displayed as part of the Work entity
AND the interface displays the ‘Assign authority’ option - allowing the cataloger the option of adding a new value to the resource
5. Authority search screen
GIVEN scenarios 3 or 4
WHEN the cataloger selects either the ‘Change’ or ‘Add authority’ actions
THEN the authority search screen is displayed (as covered in UILD-344)
AND the search input box is empty
AND the search button and reset icon are both disabled by default
6. Input authority search query
GIVEN scenario 5
WHEN the cataloger selects enters a search term into the search input box
THEN the search button is enabled
7. Run authority search query
GIVEN scenario 6
WHEN the cataloger runs the query
THEN the authority search results screen displays
AND the table includes column headers for Heading, Subclass, Source, and LCCN
AND the table includes and action button for Assign
AND the values under the heading column are not hyperlinked
AND screen includes an exit icon ('X')
8. Assign
GIVEN scenario 7
WHEN the cataloger selects the Assign action
THEN the modal no longer is displayed
AND the selected value is displayed in the Creator / Other contributor component
AND corresponding value for Subclass is displayed
AND ‘Change’ is displayed as an option for changing the displayed value
AND the value selected is not saved to the back end (until the cataloger explicitly saves the resource)
9. Exit
GIVEN scenario 7
WHEN the cataloger selects the Exit action
THEN the modal no longer is displayed
AND no changes are made to the Work entity