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Call number browse refactor: UAT scenarios

Call number browse refactor: UAT scenarios

DRAFT

To do:

  • Create documentation, especially for browse configuration

  • Configure basic browse options (select nothing in Call numbers (all), select defaults for the other browse options)

  • Create necessary test data

Section

Subsection

Scenario

Steps

Section

Subsection

Scenario

Steps

1

Browse configuration

 

Adding new call number type

  1. Navigate to Settings>Inventory>Call number types

  2. Select “+New” in the upper right hand corner of the third pane

  3. Enter a new call number type name in the “Name” text box and hit “Save”

  4. Expected results

    1. New row is created in the table with new call number type created in step 3

  5. Navigate to “Call number browse” settings

  6. Select the edit icon in the right hand “Actions” column

    1. Expected results:

      1. Dropdown appears

  7. Open the dropdown by selecting the down arrow

  8. Scroll to find the name of the call number type you created in step 3 and select

  9. Hit “Save”

    1. Expected result:

      1. Added call number type appears in the “Call number types” column with a bullet

2

Browse configuration

 

Browsing for new call number type in Call numbers (all)

  1. Create one test instance

  2. Create a holdings record with a call number of the type you created in scenario 1

  3. Add one item to the holdings and do not specify any call number data on the item record

  4. Navigate to Inventory Browse

  5. Select “Call numbers (all)” from the dropdown

  6. Enter call number from the holdings record of created Instance and select “Search”

  7. Expected results:

    1. Exact match is found showing the created call number

    2. One line in the results list

    3. Title of created instance appears in “Title column”

    4. “Number of titles” shows “1”

  8. Change search to the call number type option for which you configured your new call number type

  9. Enter the same call number from step 6 and select “Search”

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Title of created instance appears in “Title column”

      4. “Number of titles” shows “1”

  10. Select the matching call number

    1. Expected results:

      1. Redirected to Inventory Search

      2. Instance tab is active

      3. Search option is “Query search” with selected call number prepopulated in search box

      4. Instance created in step 1 appears in results set

  11. Navigate back to Inventory Browse

  12. Change search to a call number type option that is NOT the call number type you configured

  13. Enter the same call number from step 6 and select “Search”

    1. Expected results:

      1. No exact match is found; “would be here” placeholder is shown

      2. Created call number does not appear in results list

3

Call numbers (all)

Copy numbers

Different copy numbers on one instance

  1. Create one test instance with a unique title

  2. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  3. Add two items to the same holdings

  4. For each item:

    1. Do not add a call number type, prefix, call number, or suffix

    2. Add a different copy number and/or enumeration data

  5. Navigate to Inventory Browse

  6. Select “Call numbers (all)” from the dropdown

  7. Type or paste call number from the holdings record of created Instance

  8. Select “Search”

    1. Expected results:

      1. Exact match is found showing the created call number without any copy or enumeration data

      2. One line in the results list

      3. Title of created instance appears in “Title column”

      4. “Number of titles” shows “1”

  9. Select exact match

    1. Expected results:

      1. Redirected to Inventory Search

      2. Instance tab is active

      3. Search option is “Query search” with selected call number prepopulated in search box

4

Call numbers (all)

 

Same call numbers on two different instances

  1. Create a first instance

  2. Add a holdings record with data in the “Call number” field

  3. Create an item, do not specify call number data values

  4. Create a second instance

  5. Add a holdings record with the same call number as entered in step 2

  6. Create an item, do not specify call number data values

  7. Navigate to Inventory Browse

  8. Select “Call numbers (all)” from the dropdown

  9. Type or paste call number from the holdings record of created Instances

  10. Select “Search”

    1. Expected results:

      1. Exact match is found showing the created call number without any copy or enumeration data

      2. One line in the results list

      3. No title appears in “Title column”

      4. “Number of titles” shows “2”

  11. Select exact match

    1. Expected results:

      1. Redirected to Inventory Search

      2. Instance tab is active

      3. Search option is “Query search” with selected call number prepopulated in search box

      4. Both instances appear in results

5

Call numbers (all)

 

Call numbers of different types:

  • One instance

  • One holdings

  • Different call numbers

  1. Create one instance

  2. Create one holdings record on the Instance with no call number data specified

  3. Add two items to the holdings record with the same location and: :

    1. Unique call number and “Library of Congress classification” type

    2. Unique call number and “Dewey Decimal classification” type

  4. Navigate to Inventory Browse and select “Call numbers (all)” option

  5. Enter the call number from one of the item records

  6. Hit “Search”

    1. Expected results:

      1. Exact match is found

      2. Title of instance appears in “Title” column

      3. “Number of titles” = “1”

  7. Reset search and enter the call number of the other item and hit “Search”

    1. Expected results:

      1. Exact match is found

      2. Title of instance appears in “Title” column

      3. “Number of titles” = “1”

  8. Reset search and select “Dewey Decimal classification” option

  9. Enter the call number with “Dewey Decimal classification” as the call number type and hit “Search”

    1. Expected results:

      1. Exact match is found

      2. Title of instance appears in “Title” column

      3. “Number of titles” = “1”

  10. In the “Dewey Decimal classification” option, enter the call number with “Library of Congress classification”  as the type

  11. Hit “Search”

    1. Expected results:

      1. No exact match is found

      2. LC call number does not appear on list

6

Call numbers (all)

 

  • One instance

  • Different holdings

  • Different call numbers

  • Different types

  1. Create one instance

  2. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  3. Create an item record and do not enter any data into the call number fields

  4. Create a new holdings record with a different call number and a different call number type

  5. Create an item record and do not enter any data into the call number fields

  6. Navigate to Inventory Browse

  7. Select “Call numbers (all)” from the dropdown

  8. Type the call number from the first holdings/item created

  9. Select “Search”

    1. Exact match is found showing the created call number

    2. One line in the results list

    3. Title of created instance appears in “Title column”

    4. “Number of titles” shows “1”

    5. Call number from other holdings shows as a separate line in the results set

  10. Change dropdown option to the call number type of first created item (such as “Dewey Decimal classification”) and enter the corresponding call number

  11. Select “Search”

    1. Exact match is found showing the created call number

    2. One line in the results list

    3. Title of created instance appears in “Title”

    4. “Number of titles” shows “1”

    5. Call number from other holdings does NOT show

  12. Change dropdown option to the call number type of second created item and enter the corresponding call number

  13. Select “Search”

    1. Exact match is found showing the created call number

    2. One line in the results list

    3. Title of created instance appears in “Title”

    4. “Number of titles” shows “1”

    5. Call number from other holdings does NOT show

7

Call numbers (all)

 

Exact match with suffix specified

  1. Create one Instance with a unique title

  2. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  3. Add data to the Call number and Suffix fields

  4. Create an item record and do not enter any data into the call number fields

  5. Navigate to Inventory Browse

  6. Select “Call numbers (all)” from the dropdown

  7. Type or paste call number from the holdings record of created Instance

  8. Select “Search”

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Title of created instance appears in “Title column”

      4. “Number of titles” shows “1”

  9. Select the matching call number

    1. Expected results:

      1. Redirected to Inventory Search

      2. Instance tab is active

      3. Search option is “Query search” with selected call number prepopulated in search box

      4. Created instance is found

8

Call numbers (all)

Effective location facet

  • One instance

  • One holdings

  • Same call number

  • Different locations

  1. Create Instance with unique title

  2. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  3. Create two items

    1. For each item

      1. Do not add a call number type, prefix, call number, or suffix

      2. Select a different permanent location

  4. Navigate to Inventory Browse

  5. Select “Call numbers (all)” from the dropdown

  6. Type or paste call number from the holdings record of created Instance

    1. Expected results:

      1. Exact match is found showing the created call number without any copy or enumeration data

      2. One line in the results list

      3. Title of created instance appears in “Title column”

      4. “Number of titles” shows “1”

  7. Open the “Effective location (item)” facet in the left hand search and filter pane

  8. Select a location of one of the created items

    1. Expected results

      1. Exact match is found showing the created call number without any copy or enumeration data

      2. One line in the results list

      3. Title of created instance appears in “Title column”

      4. “Number of titles” shows “1”

9

Call numbers (all)

Sorting

Different types sorting/similar format

 

10

Call numbers (all)

Navigation

Leaving first and last page

  1. In Inventory Browse, select the “Call numbers (all)” browse option

  2. Enter a query for number “0” and hit “Search”

  3. Expected results:

    1. “Previous” button is inactive

  4. Select “Next”

    1. Expected results:

      1. Next call numbers appear in order

  5. Select “Previous”

    1. Expected results:

      1. Returned to first page of results set

  6. In the left hand Search & filter pane, in “Call numbers (all)” browse option, enter query for “zzzzz”

    1. Expected results:

      1. “Next” button is inactive

  7. Select “Previous”

    1. Expected results:

      1. Previous call numbers appear in order

  8. Select “Next”

    1. Expected results:

      1. Returned to last page of results set

11

Call numbers (all)

Navigation

Same 10 of shelving order?

 

12

Dewey

Limit by type

Only return Dewey numbers

  1. Create/Identify an Instance that has an item with a call number of a type that is NOT Dewey Decimal classification

  2. Navigate to Inventory Browse

  3. Select “Call numbers (all)” option

  4. Type or paste call number from step 1

  5. Select “Search”

    1. Expected results:

      1. Exact match is found

  6. In the left hand Search & filter pane, select “Dewey Decimal classification” from the search options

  7. Type or paste the same call number from step 1

  8. Hit “Search”

    1. Expected results:

      1. No exact match is found; “Would be here” placeholder appears

13

Dewey

Sorting

 

  1. Navigate to Inventory Browse

  1. Select “Dewey Decimal classification” from the search options

  1. Type in any browse query (Such as “600”)

  1. Hit Search

  1. Observe the sorting of the call number

14

LC

Limit by type

Only return LC numbers

  1. Create/Identify an Instance that has an item with a call number of a type that is NOT Library of Congress classification

  2. Navigate to Inventory Browse

  3. Select “Call numbers (all)” option

  4. Type or paste call number from step 1

  5. Select “Search”

    1. Expected results

    2. Exact match is found

  6. In the left hand Search & filter pane, select “Library of Congress classification” from the search options

  7. Type or paste the same call number from step 1

  8. Hit “Search”

    1. Expected results

    2. No exact match is found; “Would be here” placeholder appears

15

LC

Sorting

 

  1. Navigate to Inventory Browse

  1. Select “Library of Congress classification” from the search options

  1. Type in any browse query (Such as “PZ”)

  1. Hit Search

  1. Observe the sorting of the call numbers

16

NLM

Limit by type

Only return NLM numbers

  1. Create/Identify an Instance that has an item with a call number of a type that is NOT National Library of Medicine classification

  1. Navigate to Inventory Browse

  1. Select “Call numbers (all)” option

  1. Type or paste call number from step 1

  1. Select “Search”

    1. Expected results

    2. Exact match is found

  2. In the left hand Search & filter pane, select “National Library of Medicine classification” from the search options

  1. Type or paste the same call number from step 1

  1. Hit “Search”

    1. Expected results

    2. No exact match is found; “Would be here” placeholder appears

17

NLM

Sorting

 

  1. Navigate to Inventory Browse

  1. Select “National Library of Medicine classification” from the search options

  1. Type in any browse query (Such as “WA”)

  1. Hit Search

  1. Observe the sorting of the call numbers

18

Other scheme

Limit by type

Only return Other scheme numbers

  1. Create/Identify an Instance that has an item with a call number of a type that is NOT Other scheme

  1. Navigate to Inventory Browse

  1. Select “Call numbers (all)” option

  1. Type or paste call number from step 1

  1. Select “Search”

    1. Expected results

    2. Exact match is found

  2. In the left hand Search & filter pane, select “Other scheme” from the search options

  1. Type or paste the same call number from step 1

  1. Hit “Search”

    1. Expected results

    2. No exact match is found; “Would be here” placeholder appears

19

Other scheme

Sorting

 

  1. Navigate to Inventory Browse

  1. Select “Other scheme” from the search options

  1. Type in any browse query (Such as “A”)

  1. Hit Search

  1. Observe the sorting of the call numbers

20

SuDoc

Limit by type

Only return SuDoc numbers

  1. Create/Identify an Instance that has an item with a call number of a type that is NOT Superintendent of Government Documents classification

  1. Navigate to Inventory Browse

  1. Select “Call numbers (all)” option

  1. Type or paste call number from step 1

  1. Select “Search”

    1. Expected results

    2. Exact match is found

  2. In the left hand Search & filter pane, select “Superintendent of Government Documents classification” from the search options

  1. Type or paste the same call number from step 1

  1. Hit “Search”

  2. Expected results

    1. No exact match is found; “Would be here” placeholder appears

 

21

SuDoc

Sorting

 

  1. Navigate to Inventory Browse

  1. Select “Superintendent of Government documents classification” from the search options

  1. Type in any browse query (Such as “Y4.0”)

  1. Hit Search

  1. Observe the sorting of the call numbers

22

ECS

Member tenant context

Holdings/items on shared records

  1. Switch affiliation to a member tenant

  2. Identify a shared instance

  3. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  4. Add one item to the holdings record

  5. Navigate to Inventory Browse

  6. Select “Call numbers (all)” from the dropdown

  7. Type or paste call number from the holdings record of created Instance

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Title of created instance appears in “Title”

      4. “Number of titles” shows “1”

  8. Open the “Shared” facet and select “No”

    1. Expected results:

      1. No exact match is found

      2. Call number does not appear in the list

  9. Open the “Shared” facet and select “Yes”

  10. Expected results:

    1. Exact match is found showing the created call number

    2. One line in the results list

    3. Title of created instance appears in “Title”

    4. “Number of titles” shows “1

23

ECS

Member tenant context

Holdings/items on local records

  1. Switch affiliation to a member tenant

  2. Identify a local instance

  3. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  4. Add one item to the holdings record

  5. Navigate to Inventory Browse

  6. Select “Call numbers (all)” from the dropdown

  7. Type or paste call number from the holdings record of created Instance

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Title of created instance appears in “Title”

      4. “Number of titles” shows “1”

  8. Open the “Shared” facet and select “Yes”

    1. Expected results:

      1. No exact match is found

      2. Call number does not appear in the list

  9. Open the “Shared” facet and select “No”

  10. Expected results:

    1. Exact match is found showing the created call number

    2. One line in the results list

    3. Title of created instance appears in “Title”

    4. “Number of titles” shows “1

24

ECS

Member tenant context

Holdings/items on both shared and local record

  1. Switch affiliation to a member tenant

  2. Identify a local instance

  3. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  4. Add one item to the holdings record

  5. Identify a shared instance

  6. Create one holdings record with the same call number used in step 3

  7. Add one item to the holdings record

  8. Navigate to Inventory Browse

  9. Select “Call numbers (all)” from the dropdown

  10. Type or paste call number from the holdings record of created Instance

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Nothing appears in “Title”

      4. “Number of titles” shows “2”

  11. Select the call number

    1. Expected results:

      1. Redirect to Inventory search

      2. Both instances appear in search results

25

ECS

Central tenant context

Holdings/items on shared records

  1. Switch affiliation to a member tenant

  2. Identify a shared instance

  3. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  4. Add one item to the holdings record

  5. Switch affiliation to the central tenant

  6. Navigate to Inventory Browse

  7. Select “Call numbers (all)” from the dropdown

  8. Type or paste call number from the holdings record in step 3

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Title of created instance appears in “Title”

      4. “Number of titles” shows “1”

26

ECS

Central tenant context

Holdings/items on local records

  1. Switch affiliation to a member tenant

  2. Identify a local instance

  3. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  4. Add one item to the holdings record

  5. Navigate to Inventory Browse

  6. Select “Call numbers (all)” from the dropdown

  7. Type or paste call number from the holdings record of created Instance

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Title of created instance appears in “Title”

      4. “Number of titles” shows “1”

  8. Switch affiliation to central tenant

  9. Navigate to Inventory Browse

  10. In “Call numbers (all)” enter the call number created in step 3

    1. Expected results:

      1. No exact match is found

      2. Call number does not appear in the list

27

ECS

Central tenant context

Holdings/items on both shared and local record

  1. Switch affiliation to a member tenant

  2. Identify a local instance

  3. Create one holdings record with a call number of any type (such as “Dewey Decimal classification”)

  4. Add one item to the holdings record

  5. Identify a shared instance

  6. Create one holdings record with the same call number used in step 3

  7. Add one item to the holdings record

  8. Navigate to Inventory Browse

  9. Select “Call numbers (all)” from the dropdown

  10. Type or paste call number from the holdings record of created Instance

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Nothing appears in “Title”

      4. “Number of titles” shows “2”

  11. Switch affiliation to central tenant

  12. Navigate to Inventory Browse

  13. Select “Call numbers (all)” from the dropdown

  14. Type or paste call number from the holdings record of created Instance

    1. Expected results:

      1. Exact match is found showing the created call number

      2. One line in the results list

      3. Title of shared instance appears in “Title”

      4. “Number of titles” shows “1”

 

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