Feature #13302

Filter Authority record searches by relationship type

Added by Peter Van Garderen 6 months ago. Updated 3 months ago.

Status:VerifiedStart date:05/20/2020
Priority:MediumDue date:
Assignee:Peter Van Garderen% Done:

100%

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

Description

[NOTE: This was formerly Issue #13276 which was accidentally erased]

AtoM includes the ability to add complex bi-directional relationships between authority records - however, at present, there is no way to filter search results by these relationship types. This feature enhancement will add a new filter to the authority record advanced search panel, allowing users to limit results to those that include a specific relationship type.

    Scenario: An user performs an advanced search on Authority records, filtering results by relationship type

    Given: An user with edit privileges has created a relationship between an Authority record and other Authority records
    And: Related Authority records and relationship types have been added as fields in the search index
    And: A relationship section has been added to the Authority record advanced search template
    And:  The relationship section includes a drop-down selection populated with all the relationship types currently indexed in AtoM
    And: The relationship section includes an autocomplete field that searches on the authorized form of name of related authority records
    And: The label for the autocomplete field is "Related [authority record]" where [authority record] matches the value set for the actor user interface label in AtoM settings

    When: The user chooses an option from the Relationship drop-down (e.g. is a student of), and the Related [authority record] autocomplete (e..g University of Manitoba), and submits the Search button
    Then: AtoM will return search results for all those authority records that have relationships matching the relationship type and the related authority record (e.g. students of the University of Manitoba)
    And: AtoM will not return a search result for the related authority record (e.g. University of Manitoba)
    And: The user can link to the search results using a URL
    And: The user can choose individual search results to add to the clipboard   

   When: The user chooses an option from the Relationship drop-down (e.g. is a student of), but leaves a null value in the Related [authority record] field, and submits the Search button
   Then: If the relationship type is not reciprocal (e.g. is a student of, has students), then AtoM will return search results for all those authority records that have a relationship matching that type (e.g. just students or just schools)
   And: If the relationship type is reciprocal (e.g. is a friend of), then AtoM will return both authority records in that relationship as search results (e.g. both friends)
   And: The user can link to the search results using a URL
   And: The user can choose individual search results to add to the clipboard 

   When: The user choose an option from the Related [authority record] autocomplete (e.g. University of Manitoba) but leaves the Relationship type drop-down option as a null value
   Then: AtoM will return search results for authority records that have relationships of any type with the Related [authority record] (e.g. all authority records that have any type of relationship to the University of Manitoba)
   And: The user can link to the search results using a URL
   And: The user can choose individual search results to add to the clipboard 

relationship_type_filter-Page-1.png (1.7 MB) Peter Van Garderen, 04/29/2020 05:08 PM

relationship_type_filter-Page-2.png (1.81 MB) Peter Van Garderen, 04/29/2020 05:08 PM

relationship_type_filter-Page-3.png (1.73 MB) Peter Van Garderen, 04/29/2020 05:10 PM

relationship_type_filter-Page-4.png (1.71 MB) Peter Van Garderen, 04/29/2020 05:10 PM

relationship_type_filter-Page-5.png (1.71 MB) Peter Van Garderen, 04/29/2020 05:12 PM

relationship_type_filter-Page-6.png (1.71 MB) Peter Van Garderen, 04/29/2020 05:12 PM


Subtasks

Bug #13323: Problem: the "Related" label on relationship type search ...VerifiedPeter Van Garderen

Bug #13324: Problem: reciprocal relationships are not generating hits...InvalidMike Cantelon

Bug #13326: Problem: blank "Related" searches returns both sides of c...VerifiedPeter Van Garderen

Bug #13347: Actor empty field tag displays as "Untitled", in actor ad...Verified


Related issues

Related to Access to Memory (AtoM) - Bug #13353: Attempting to delete Term that is used in existing Relati... New 06/15/2020

History

#2 Updated by Mike Cantelon 6 months ago

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

#3 Updated by José Raddaoui Marín 6 months ago

  • Status changed from Code Review to Feedback
  • Assignee set to Mike Cantelon

#4 Updated by Mike Cantelon 5 months ago

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

Merged into qa/2.6.x.

#5 Updated by Peter Van Garderen 5 months ago

QA results:

When: The user chooses an option from the Relationship drop-down (e.g. is a student of), and the Related [authority record] autocomplete (e..g University of Manitoba), and submits the Search button
[✓] Then: AtoM will return search results for all those authority records that have relationships matching the relationship type and the related authority record (e.g. students of the University of Manitoba)
[✓] And: AtoM will not return a search result for the related authority record (e.g. University of Manitoba)
[✓] And: The user can link to the search results using a URL
[✓] And: The user can choose individual search results to add to the clipboard

When: The user chooses an option from the Relationship drop-down (e.g. is a student of), but leaves a null value in the Related [authority record] field, and submits the Search button
[X] Then: If the relationship type is not reciprocal (e.g. is a student of, has students), then AtoM will return search results for all those authority records that have a relationship matching that type (e.g. just students or just schools). [See https://projects.artefactual.com/issues/13326]
[✓] And: If the relationship type is reciprocal (e.g. is a friend of), then AtoM will return both authority records in that relationship as search results (e.g. both friends)

When: The user choose an option from the Related [authority record] autocomplete (e.g. University of Manitoba) but leaves the Relationship type drop-down option as a null value
[✓] Then: AtoM will return search results for authority records that have relationships of any type with the Related [authority record] (e.g. all authority records that have any type of relationship to the University of Manitoba).

#6 Updated by Peter Van Garderen 4 months ago

  • Status changed from QA/Review to Verified

#7 Updated by José Raddaoui Marín 4 months ago

  • Related to Bug #13353: Attempting to delete Term that is used in existing Relationships causes 500 server error and prematurely removes term from Elasticsearch added

#9 Updated by Peter Van Garderen 4 months ago

  • Requires documentation changed from Yes to No

#10 Updated by Steve Breker 3 months ago

Tested fix for installation issue: https://github.com/artefactual/atom/commit/4e4969f5f529655021e941cdcee146e21e50d776

Vagrant AtoM:
Previous behaviour: If the ES index were deleted, the 'tools:purge --demo' task would fail with the error: no such index [index: atom]
New behaviour: If the ES index were deleted, the 'tools:purge --demo' task completes without errors and successfully populates the ES index.

Dockerized AtoM:
Previous behaviour: the 'tools:purge --demo' task fails with the error: no such index [index: atom]
New behaviour: The 'tools:purge --demo' task completes without errors and successfully populates the ES index.

Fixed for the above scenarios.

Also available in: Atom PDF