Feature #13275

Display related authority records on Term view and Taxonomy browse pages

Added by Peter Van Garderen 7 months ago. Updated 4 months ago.

Status:VerifiedStart date:05/25/2020
Priority:MediumDue date:
Assignee:Peter Van Garderen% Done:

100%

Category:Taxonomy / Term
Target version:Release 2.6.0
Google Code Legacy ID: Tested version:
Sponsored:Yes Requires documentation:No

Description

In feature #12647 we added the ability to link Subject and Place access points to authority records. This new enhancement will allow users to navigate to term view and taxonomy browse pages (such as the Subject and Place browse pages) and view a list of related authority records, similar to the current behavior with linked archival descriptions. The Taxonomy term browse pages will see an extra column added to the table based layout to include a count of related authority records. Meanwhile, the term view pages will include tabs in the interface that allow users to flip between related archival description results, and results related to authority records.

Gherkin feature descriptions:


Scenario: A user selects a Term view or browse page

 Given: A user with edit privileges has linked Authority records to Term 
           records 

    When: I select a Term browse page (e.g. Subjects)
    Then: One column in the results table will indicate how many   
          Archival descriptions this Term record is linked to 
    And: Another column in the results table will indicate how many 
           Authority records this Term record is linked to

    When: I select the Term view page
    Then: A tab appears for linked Archival descriptions and another tab for
          linked Authority records
    And: Each tab indicates a count of how many records are linked to this 
           Term record
    And: Clicking on the Authority records tab will list all the Authority
           records that this Term record is linked to 

    When: I click on a term that is displayed in the authority record view
                page
    Then: I am taken to the Term view page with the tab that lists and 
               provides a count of all the authority records liked to that term

The attached wireframe demonstrates the tabs that will be added to the Term view page. When switching to the related Authority records tab, it will use the same display layout and content: "X Authority record results for Agriculture". Sort by: X, Direction: X. X results directly related. Exclude narrower terms. <list of related authority records with thumbnails if available)

Terms-Related-Authority-Records-Tab.png (1.48 MB) Peter Van Garderen, 04/02/2020 06:19 PM

Screen Shot 2020-05-27 at 9.59.31 AM.png (140 KB) Peter Van Garderen, 05/27/2020 01:04 PM

Screen Shot 2020-05-27 at 9.59.51 AM.png (189 KB) Peter Van Garderen, 05/27/2020 01:04 PM


Subtasks

Feature #13332: Problem: the "Descriptions" and "Authorities" column head...VerifiedPeter Van Garderen

Bug #13337: Problem: the related archival descriptions and authority ...VerifiedPeter Van Garderen

History

#1 Updated by Dan Gillean 7 months ago

  • Description updated (diff)

#2 Updated by Dan Gillean 7 months ago

  • Subject changed from Related Authority records appear on Term view and browse pages to Display related authority records on Term view and Taxonomy browse pages

#3 Updated by Peter Van Garderen 7 months ago

#4 Updated by Peter Van Garderen 7 months ago

  • File deleted (Screen Shot 2020-03-17 at 11.11.29 AM.png)

#5 Updated by Peter Van Garderen 7 months ago

For authority records list, the default "Sort by" value should be "Authorized form of Name" and the other options in the drop-down should/could be Type of entity, Identifier, Dates of Existence". One issue with Identifier though is that is only applicable to corporate bodies. Also, for authority records the "Dates of existence" are a string value (we don't have a start and end date like we do for archival descriptions) so sorting may not work exactly as expected depending on those free text values.

#6 Updated by Dan Gillean 7 months ago

RE: identifier sort - ISAAR-CPF 5.4.1 is authority record identifier, which applies to all entity types. Unlike most other ICA standards this field appears in the Control Area, rather than the identity area. You're right that ISAAR-CPF 5.1.6 appears in the Identity area and only applies to Corporate bodies, but I would suggest we sort by 5.4.1 instead.

Agree that sorting by free-text dates of existence is not a good idea.

#7 Updated by Peter Van Garderen 7 months ago

Is there another field instead of Dates of Existence that might be worthwhile to sort on instead? Or should we limit the authority record list sort to Authorized Form of Name, Type of Entity, and (5.4.1) Authority record identifier?

#8 Updated by Mike Cantelon 7 months ago

Note: Related description/authority functionality should work with subjects and places.

#9 Updated by Dan Gillean 7 months ago

I think excluding a date sort sounds fine. Ideally we would also have a modification date sort, as we do on other browse pages (so staff especially can sort results by most recently created or modified)

#11 Updated by Mike Cantelon 5 months ago

  • Status changed from New to Code Review
  • Assignee deleted (Mike Cantelon)

#12 Updated by Mike Cantelon 5 months ago

  • Status changed from Code Review to QA/Review
  • Assignee set to Peter Van Garderen

Merged into qa/2.6.x.

#13 Updated by Peter Van Garderen 5 months ago

Scenario: A user selects a Term view or browse page
Given: A user with edit privileges has linked Authority records to Term records

When: I select a Term browse page (e.g. Subjects)
[✓] Then: One column in the results table will indicate how many Archival descriptions this Term record is linked to
[✓] And: Another column in the results table will indicate how many Authority records this Term record is linked to

When: I select the Term view page
[✓] Then: A tab appears for linked Archival descriptions and another tab for linked Authority records
[✓] And: Each tab indicates a count of how many records are linked to this Term record
[✓] And: Clicking on the Authority records tab will list all the Authority records that this Term record is linked to

NEW (see thread above)
Given: I select the Term view page and click on the Authority records tab
And: A list of all the Authority records that this term is linked appears
When: I select "Sort by" drop-down option
[✓] Then: I can sort the Authority records list by Authorized Form of Name, Date modified, or Authority Record Identifier
[✓] And: I can choose an ascending or descending order

When: I click on a term that is displayed in the authority record view page
[x] Then: I am taken to the Term view page with the tab that lists and provides a count of all the authority records liked to that term

#14 Updated by Peter Van Garderen 5 months ago

QA ISSUE: Clicking on a term that is displayed in the Authority Record view page takes you to the Term view page for the Archival Description tab rather than the second tab listing all the Authority records that are linked to this term.

#15 Updated by Peter Van Garderen 5 months ago

  • Status changed from QA/Review to In progress
  • Assignee changed from Peter Van Garderen to Mike Cantelon

#17 Updated by Mike Cantelon 5 months ago

Regarding note 14... is this the term links shown on the left part of the screen (under the "Treeview", "List", and "Search" tabs)?

#18 Updated by Peter Van Garderen 5 months ago

No. It's referring to the tabs directly under the Term. See the attached screencaps. In the first screencap I'm looking at access points for "School 2". This includes a Subject term "Medicine". When I click on the Medicine link I am taken to the view page for that Term but the active tab is for linked Archival Descriptions (in this case 0 hits, see second screencap). It should open to the "Related Authorities" tab instead (which has 3 hits in the screencap) because I am coming at it from a link on an authority record page).

#19 Updated by Mike Cantelon 5 months ago

  • Status changed from In progress to Code Review
  • Assignee deleted (Mike Cantelon)

#20 Updated by Mike Cantelon 5 months ago

  • Status changed from Code Review to QA/Review
  • Assignee set to Peter Van Garderen

Merged into qa/2.6.x.

#21 Updated by Peter Van Garderen 5 months ago

  • Status changed from QA/Review to Document

QA confirmed this is fixed.

#22 Updated by Dan Gillean 4 months ago

  • Assignee changed from Peter Van Garderen to Dan Gillean

#23 Updated by Dan Gillean 4 months ago

  • Assignee changed from Dan Gillean to Peter Van Garderen

Doc changes PR for 2.6, ready for review: https://github.com/artefactual/atom-docs/pull/150

#24 Updated by Peter Van Garderen 4 months ago

  • Status changed from Document to Verified

#25 Updated by Peter Van Garderen 4 months ago

  • Status changed from Verified to In progress

#26 Updated by Peter Van Garderen 4 months ago

  • Status changed from In progress to Verified

#27 Updated by Peter Van Garderen 4 months ago

  • Requires documentation changed from Yes to No

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