Feature #12647

Add subject and place access points to authority records

Added by Dan Gillean 5 months ago. Updated about 1 month ago.

Status:VerifiedStart date:11/27/2018
Priority:MediumDue date:
Assignee:Corinne Rogers% Done:

0%

Category:ActorEstimated time:120.00 hours
Target version:Release 2.5.0
Google Code Legacy ID: Tested version:
Sponsored:Yes Requires documentation:No

Description

This new feature will add the ability to associate subject and place access points with an authority record to facilitate flexible categorization, search, and reporting based on these access points. Users will be able to facet based on the most frequently used subject/place access points on the authority record browse page, as well as import and export authority records with subject/place access points included in CSV and EAC-CPF XML formats.

User stories
  • As an archivist I would like to add any number of subject and/or place access points to an authority record so I can record related data
  • As unauthenticated user* I would like to see related subject and place access points when viewing an authority record so I can see all available information about the entity.
  • As an unauthenticated user* I would like limit authority records shown in search and browse pages to common subject or place access point values (facets) within the list of records so I can filter the data by common attributes.
  • As an administrator I would like to export authority record subject and place terms as an EAC-CPF document so I can encode and transmit this data in a standards compliant format.
  • As an administrator I would like to import authority record subject and place terms from an EAC-CPF document so I can incorporate data from other sources into AtoM.
  • As an administrator I would like to export authority record subject and place terms in CSV format so I can view, transmit, and edit this data in compatible software such as a spreadsheet application.
  • As an administrator I would like to import authority record subject and place terms in CSV format so I can create and edit data for many authority records in compatible software such as a spreadsheet application and import the resulting CSV file into AtoM.

(*) The role of “unauthenticated user” is specific to authentication by the AtoM software access control system only, and refers to public users who are not logged into the application

Feature 1 - Limitations
  • The terms in the subject and place taxonomies will be shared with archival description subject and place access points (respectively); the feature does not include scope for creating or managing separate taxonomies for authority records.
  • The “browse subjects” and “browse places” pages will continue to show only related archival descriptions, not authority records. Users can make use of facet filters that will be added to the Authority record search/browse page to facet by popular subject and/or place terms.
Development tasks
  • Add autocomplete fields linked to the subject and place taxonomies to a new "Access points" area in the authority record edit pages
  • Make linked subject and place terms visible in the Authority record view page in a new "Access points" area
  • Add subjectAccessPoints and placeAccessPoints CSV columns to example CSV authority template included in AtoM
  • Add support for import and export of authority record data that includes subject/place access points in CSV format
  • Add subject/place access points to EAC-CPF XML on import and export
  • Make subject and place terms added to an authority record visible in the right-hand context menu of the authority record view page for quick access
  • Add facets for Subjects and Places to the authority record browse page, that will show up to 10 of the most used terms for each facet

Related issues

Related to Access to Memory (AtoM) - Feature #12650: Add the ability to upload a single digital object to an a... Verified 11/27/2018
Related to Access to Memory (AtoM) - Feature #12651: Add an advanced search interface for authority records Verified 11/27/2018
Related to Access to Memory (AtoM) - Bug #12709: Error when creating new description or actor with access ... New 01/14/2019

History

#2 Updated by Dan Gillean 5 months ago

  • Status changed from Feedback to In progress

#3 Updated by Dan Gillean 5 months ago

  • Related to Feature #12650: Add the ability to upload a single digital object to an authority record and supplement search/browse result stubs for authority records with thumbnails and history snippets added

#4 Updated by Dan Gillean 5 months ago

  • Related to Feature #12651: Add an advanced search interface for authority records added

#5 Updated by Dan Gillean 3 months ago

  • Related to Bug #12709: Error when creating new description or actor with access point terms added

#6 Updated by Dan Gillean 3 months ago

  • Status changed from In progress to QA/Review
  • Assignee deleted (Steve Breker)

#7 Updated by Corinne Rogers 2 months ago

  • Assignee set to Corinne Rogers

#8 Updated by Corinne Rogers 2 months ago

  • Status changed from QA/Review to Verified
Working as expected:
Add new authority from UI, and add to existing authority record:
  • add subject and place access points from dropdown lists
  • add new subject and place access points in entry fields
    Import new authority record with new access points - EAC

#9 Updated by Corinne Rogers about 1 month ago

  • Requires documentation changed from Yes to No

Documentation done for 2.5

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