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Tests operations related to creating and managing Place terms within a Place Authority.

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Keyboard Accessibility under Mac:

  1. OS X limits keyboard access to only text boxes and lists, this can and should be changed when testing the keyboard accessibility.

    From within System Preferences -> Keyboard -> Keyboard Shortcuts tab there is a setting for allowing Full Keyboard Access. Default is "Text boxes and lists only" and this should be changed to "All Controls". Additionally, this can be enabled via keyboard shortcut: ctrl+F7

    (More info: http://abilitynet.wetpaint.com/page/Mac+OS+X+-+Enabling++keyboard+access+in+web+browsers)
  2. In at least some version(s) of Mac Safari, you must navigate to top-level tabs and secondary tabs via Option-Tab, rather than Tab. (And at least on the Create New page, moving between radio buttons may involve using the Right and Left Arrow keys.)
  3. In at least some version(s) of Mac Chrome, you can navigate to top-level tabs and secondary tabs by enabling this option:

    In Settings -> Show advanced settings ... -> Web Content
    "Pressing Tab on a webpage highlights links, as well as form fields"

Relevant wiki pages:

UI Layer

Test 1: Vocabularies
  • Actions:
    1. From the Create New screen, choose the Place radio button
  • Expected:
    • A list of vocabularies should appear in a drop-down menu
  • Actions:
    1. Choose the "Local Places" vocabulary and click "Create"
  • Expected:
    • A blank Place authority record editor should appear
    • In the top right corner, the label "Place [Local Places]" should appear
  • Actions:
    1. Write "New York" in the Display Name field and save the record
  • Expected:
    • The records should save as expected and the label "Place [Local Places]" should still appear in the top right corner
  • Actions:
    1. Return to the Create New screen and choose Place
    2. Choose the TGN vocabulary from the drop-down and click Create
  • Expected:
    • A blank Place authority record editor should appear
    • In the top right corner, the label "Place [Thesaurus of Geographic Names (TGN)]" should appear
  • Actions:
    1. Write "New York City" in the Display Name field and save the record
  • Expected:
    • The records should save as expected and the label "Place [Thesaurus of Geographic Names (TGN)]" should still appear in the top right corner
  • Actions:
    1. Using the upper right search bar, write "New York" in the keyword search
    2. Select "Place" from the drop down and press search
  • Expected:
    • Both records you created should appear in the search results
  • Actions:
    1. Using the upper right search bar, write "New York" in the keyword search
    2. Select "Local Places" from the drop down and press search
  • Expected:
    • Only the first record you just created should appear in the search results
  • Actions:
    1. Click on the record for "New York" that appears in the search results
  • Expected:
    • The records should load and the label "Place [Local Places]" should appear in the top right corner
  • Actions:
    1. Using the upper right search bar, write "New York" in the keyword search
    2. Select "Thesaurus of Geographic Names (TGN)" from the drop down and press search
  • Expected:
    • Only the second record you created ("New York City") should appear in the search results
  • Actions:
    1. Click on the record for "New York City" that appears in the search results
  • Expected:
    • The record should load and the label "Place [Thesaurus of Geographic Names (TGN)]" should appear in the top right corner
  • Actions:
    1. Create a new cataloging record and fill in the required fields
    2. Type "New" in the Object Collection Information->Field Collection Place field
  • Expected:
    • Both New York and New York City should appear in the term completion drop down
  • Actions:
    1. Choose "New York City"
    2. Save the record
  • Expected:
    • "New York City" remains in the Object Collection Information->Field Collection and appears in the right sidebar
  • Actions:
    1. Click on "New York City" from the "terms used" section of the right sidebar
  • Expected:
    • You successfully pivot to the record for "New York City"
  • Actions:
    1. Create another cataloging record
    2. Type "New" in the Object Collection Information->Field Collection Place field
  • Expected:
    • Both New York and New York City should appear in the term completion drop down
  • Actions:
    1. Choose "New York"
    2. Save the record
  • Expected:
    • "New York" remains in the Field collection Place field and appears in the right sidebar
  • Actions:
    1. Click on "New York" from the "used by" section of the right sidebar
  • Expected:
    • You should successfully pivot to the record for "New York"
Test 2: Display Name
  • Actions:
    1. From Create New screen, create a new Place. (You'll next see a screen titled something like "Place Authority Name" or "Place Term")
    2. Enter "Utopia" in the preferred Place Term Group(s)->Name field
    3. Click the save button
  • Expected:
    • The message "Please specify a Display Name" should be displayed in the Message Bar at bottom
    • The Place should not be saved
  • Actions:
    1. Write some Display Name
  • Expected:
    • The Display Name should now be displayed above the tabs
  • Actions:
    1. Create a new repeatable Term block
    2. Write a different Display Name
    3. Mark this Term block as "Preferred"
  • Expected:
    • The new Display Name should be displayed above the tabs
Test 3: All fields saved on new and edited Place record
  • Actions:
    1. Variation a: Create a new Place record
    2. Variation b: Edit an existing Place record (Search for a Place you know exists, using the top right search area)
    3. Fill out the entire record (except for the Hierarchy section at bottom) based on the following:
      1. In the select boxes (drop down boxes), select something other than the first
      2. In the authority fields, either write something and add it using the small dialog that appears, or write something and select from the options that appear. (Authority fields are noted by a down-facing gray arrow.)
      3. In the text areas (multiline text fields), write multiline text.
      4. In the regular text areas write regular text
      5. Create at least two fields or groups for any repeatable fields or groups
    4. Click the bottom save button
  • Expected:
    • A "New Record successfully created" (variation a)/"Record successfully saved" (variation b) message should appear along with the current time, at bottom of the page
    • After the successful save message appear, All the fields should contain the same value as you entered/selected
    • After the successful save message appear, The authorities should be displayed under Used Terms
    • After the successful save message appear, The newlines should still be present in text areas
    • After the successful save message appear, The select boxes should contain the same values as you selected
    • After the successful save message appear, The Date fields should select the same dates as you selected
Test 5: Removing values from all fields
  • Actions:
    1. Continue from Test 3 (or open an existing Place record (via the search functionality))
    2. Remove the values from all the fields in the record, except the Preferred Display Name

    3. click the Save button
  • Expected:
    • A success message from save should appear
    • The header above the tabs should show only Preferred Display Name for Place record
    • After the successful save message appear, All the fields should be shown as empty
  • Actions:
    1. Delete the Display Name
    2. Click the save button
  • Expected:
    • The message "Please specify a Display Name" should be displayed above the Place record
    • Place should not be saved
Test 6: Deletion of Record
  • Actions:
    1. Create a new Place Authority record and fill in at least the Display Name
    2. Take note of the Display Name of the record
    3. Click the "Delete" button in the very bottom of the object record
  • Expected:
    • The delete button should be disabled and nothing should happen
  • Actions:
    1. Save the record
    2. Click the "Delete" button in the very bottom of the object record
  • Expected:
    • A dialog should appear asking you to confirm deletion
  • Actions:
    1. click cancel.
  • Expected
    • Dialog should be dismissed
    • no other changes should occur.
  • Actions:
    1. Click the delete button again
  • Actions:
    1. click the close symbol
  • Expected
    • Dialog should be dismissed
    • no other changes should occur.
  • Actions:
    1. Click the delete button again
    2. In the appearing dialog, click Delete
  • Expected:
    • You should be redirected to the Find and Edit page.
      (A confirmation box appears with an OK button and text directing you to redirect: "Record deleted. Click OK to redirect.")
  • Actions:
    1. Using the top right search area, select Place from the drop down and enter the Display Name of the deleted record
  • Expected:
    • The Place should not be found.
  • Actions
    1. Create a new cataloging record and fill in the required fields
    2. Enter "Test Place" into the Field Collection Place and add it to the "Local Places" vocabulary
    3. Save the record
    4. Search for "Test Place" and select Place in the drop down in the upper right search bar
    5. Open the record
    6. Click the "Delete" button in the very bottom of the object record
  • Expected:
    • A dialog should appear warning that "This Place record can not be removed. It is used by other records."
    • The record should not be deleted.
Test 7: Fold/Unfolding boxes
  • Actions:
    1. variations: Do this for each of the boxed areas
    2. click the fold/unfold symbol or text next to it
  • Expected:
    • First time the boxed area should fold, and symbol should change to folded
    • Second time the boxed area should unfold, and symbol should change to unfolded
Test 8: Docking Title Bar
  • Actions:
    • Continue from Test 7 (or create a new record)
    • If your browser has a scroll bar visible, scroll the page down
  • Expected:
    • The title bar (term name, record/vocabulary type) should remain pinned to the top of the page while you scroll
  • Actions
    • If your browser does not have a scroll bar visible, add enough instances of a repeatable field to lengthen the page to where a scroll bar is necessary
    • Scroll the page down
  • Expected:
    • The title bar (term name, record/vocabulary type) should remain pinned to the top of the page while you scroll
Test 9: Alternating shading for repeated groups
  • Actions:
    • Select the green plus sign above the Term group twice to create two additional instances of the group
  • Expected:
    • The new Term groups should alternate between dark/light shading
  • Actions:
    • Select the green plus sign above the Georeference group twice to create two additional instances of the group
  • Expected:
    • The new Georeference groups should alternate between dark/light shading
Warnings
Test 11: Cancel Changes buttons
  • Actions:
    1. Open an existing Place Vocabulary record, do not make any changes
    2. Variation A: Click Cancel changes button at the top of the page
    3. Variation B: Click Cancel changes button at the bottom of the page
  • Expected:
    • Cancel changes buttons should be disabled and nothing should happen
  • Actions:
    1. Edit at least one field and click or tab out of that field
    2. Variation A: Click Cancel changes button at the top of the page
    3. Variation B: Click Cancel changes button at the bottom of the page
  • Expected:
    • Cancel changes button should be active
    • Record should be reverted to before changes were made
  • Actions:
    1. Click the Save button
    2. Variation A: After successful save, click the Cancel changes button at the top of the page
    3. Variation B: After successful save, click the Cancel changes button at the bottom of the page
  • Expected:
    • Cancel changes button should be disabled and nothing should happen
Test 13: Warning on attempting to leave edited page
  • Actions:
    1. Variation a: Create a new Place record
    2. Variation b: Edit an existing Place record
    3. Edit a field (on variation a, at least fill out Display Name)
    4. Click the Find and Edit menu item
  • Expected:
    • A dialog should appear, warning to navigate away from edited/unsaved page
  • Actions:
    1. Variation I: click Save button
    2. Variation II: click Don't Save button
    3. Variation III: click the Cancel button
    4. Variation IV: click the close symbol in NE corner
  • Expected:
    1. on (I): Place should be saved and user redirected to the page navigated to. Check whether saved by navigating back to the record.
    2. on (II): Place should not be saved and user should be redirected to the page navigated to. Check whether saved by navigating back to the authority.
    3. on (III) and (IV): dialog should be dismissed without any changes (no saves or redirects).
Keyboard Navigation:
Test 21: All fields available via the keyboard
  • Actions:
    1. Use tab through the entire record (Note: In Safari, you must use "Option+tab" to tab through any hyperlinks)
  • Expected:
    • Each of the fields should be reachable
    • The two save buttons, as well as Cancel button, should be reachable
    • The folding functionality should be usable (tab to it and hit space)
    • It should at all times be possible to see where the focus is
Test 23: Vocabulary Fields usable via keyboard only
  • Actions:
    1. Go to an authority field
    2. Variation a: Write a part of an existing authority
    3. Variation b: Write a nonexisiting authority
  • Expected
    • Variation a: The drop down of existing authorities should be reachable using keyboard only
    • Variation b: The options on that drop down menu to cancel (use the Esc key) and Add term to (near the bottom of that menu) should be available using keyboard only
Preferred and Non-Preferred Terms
Test 26: Preferred and Non-Preferred Terms: NPT Not Allowed
  • Actions:
    1. Log out of CollectionSpace
    2. Log in to the Materials tenant via: https://qa.collectionspace.org/collectionspace/ui/materials/html/index.html 
    3. From Create New screen, create a new Place.
    4. Enter "San Francisco" in the Display Name field
    5. Create a second repeatable term block
    6. Enter "San Fran" in the second Display Name field
    7. Create a third repeatable term block
    8. Enter "City by the Bay" in the third Display Name field
    9. Mark "City by the Bay" as preferred
    10. Save the record
    11. Create a new Work record and fill in a display name
    12. Type "San" in the "Address>Municipality" field
  • Expected:
    • In the term completion drop down, "City by the Bay" should appear in black
    • Underneath "City by the Bay", "San Francisco" and "San Fran" should appear indented in gray
  • Actions:
    1. Click on "San Francisco"
  • Expected:
    • "San Francisco" should not be clickable and nothing should happen
  • Actions:
    1. Click on "San Fran"
  • Expected:
    • "San Fran" should not be clickable and nothing should happen
  • Actions:
    1. Click on "City by the Bay"
  • Expected:
    • The field now contains the term "City by the Bay" and the term should appear in the right sidebar
  • Actions:
    1. Save the record
  • Expected:
    • The Address>Municipality field still contains the term "City by the Bay" and the term should still appear in the right sidebar
  • Actions:
    1. Click on the term in the right sidebar
  • Expected:
    • You should navigate to the Place record for "City by the Bay" indicating that "City by the Bay" is the Preferred term and "San Francisco" and "San Fran" are a non-preferred terms
Test 27: Preferred and Non-Preferred Terms: Non-preferred terms allowed
  • Actions:
    1. Log out of CollectionSpace
    2. Log back in to the core tenant
    3. From Create New screen, create a new Place.
    4. Enter "6th Avenue" in the Display Name field
    5. Create a second repeatable term block
    6. Enter "Avenue of the Americas" in the second Display Name field
    7. Create a third repeatable term block
    8. Enter "6th Ave" in the third Display Name field
    9. Mark "Avenue of the Americas" as preferred
    10. Save the record
    11. Create a new Cataloging record and fill in the required fields
    12. Type "6th" in the "Object Collection Information->Field collection place" field
  • Expected:
    • In the term completion drop down, "Avenue of the Americas" should appear in black
    • Underneath "Avenue of the Americas", "6th Avenue" and "6th Ave" should appear indented in black
  • Actions:
    1. Click on "6th Ave"
  • Expected:
    • The field now contains the term "6th Ave" and the term should appear in the right sidebar
  • Actions:
    1. Save the record
  • Expected:
    • The Object Collection Information->Field collection place field still contains the term "6th Ave" and the term should still appear in the right sidebar
  • Actions:
    1. Click on "6th Ave" in the right sidebar
  • Expected:
    • You should navigate to the Place record for "Avenue of the Americas" indicating that "Avenue of the Americas" is the Preferred term and "6th Ave" is a non-preferred term

Hierarchal Authorities QA Test Plan - Place Authority

  • Actions:
    1. Create a new Place Authority record
    2. Set the Display Name to "Foo Continent"
    3. Set the broader context to "Foo Earth" (add if necessary when prompted)
    4. Set a narrower context to "Foo Country" (add if necessary when prompted)
    5. Add a repeatable narrower context to "Foo State" (add if necessary when prompted)
    6. Save.
  • Expected:
    • Broader context (Foo Earth), Narrower contexts (Foo Country and Foo State) and equivalent context (none) should be correct.
  • Actions:
    1. Try to type something in the equivalent context field
  • Expected:
    • Equivalent context field should be read-only and nothing should happen
  • Actions:
    1. Search for "Foo Country", and edit that record.
    2. Set a narrower context to "East Foo Country" (add if necessary when prompted)
    3. Add a repeatable narrower context to "West Foo Country" (add if necessary when prompted)
    4. Save.
  • Expected:
    • Check that the narrower context list (East Foo Country and West Foo Country), broader context (Foo Continent), and equivalent context (Foo State) are correct.
  • Actions:
    1. Add another narrower context of "North Foo Country" (add if necessary when prompted)
    2. Save.
  • Expected:
    • Check that the narrower context list (East Foo Country, West Foo Country, North Foo Country), broader context (Foo Continent), and equivalent context (Foo State) are correct.
  • Actions:
    1. Search for "North Foo Country", and open that record.
  • Expected:
    • Check that broader context (Foo Country) and equivalent context (East Foo Country, West Foo Country) are correct.
  • Actions:
    1. Search for "Foo State", and open that record.
  • Expected:
    • Check that broader context (Foo Continent and equivalent context (Foo Country) are correct. 
  • Actions:
    1. Set a narrower context to "East Foo State" (add if necessary when prompted)
    2. Add a narrower context to "West Foo State" (add if necessary when prompted)
    3. Save.
  • Expected:
    • Check that broader context (Foo Continent), equivalent context (Foo Country), and narrower contexts (East Foo State and West Foo State) are correct. 
  • Actions:
    1. Add a note of any sort.
    2. Save.
  • Expected:
    • Check that broader context (Foo Continent), equivalent context (Foo Country), and narrower contexts (East Foo State and West Foo State) are still correct.
  • Actions:
    1. Search for "Foo" on Place,
  • Expected:
    • Ensure the list is complete (Continent, Earth, Country, State, and 5 named Foo States and Countries).
      • East Foo Country
      • East Foo State
      • Foo Continent
      • Foo Country
      • Foo Earth
      • Foo State
      • North Foo Country
      • West Foo Country
      • West Foo State
    • Browse to several to ensure they contain the correct hierarchy:
      • Foo Earth
        • Foo Continent
          • Foo Country
            • East Foo Country
            • North Foo Country
            • West Foo Country
          • Foo State
            • East Foo State
            • West Foo State
  • Actions:
    1. Create a new Place record
    2. Fill out display name
    3. In the Narrower Context field enter "North Foo Country".
  • Expected:
    • A dialog should appear saying something like "North Foo Country currently has broader term Foo Country. Change broader term?"
  • Actions:
    1. In the appearing dialog, click No.
  • Expected:
    • Dialog should be dismissed
    • No changes should occur
  • Actions:
    1. Change the Narrower context field to "North Foo Country" again
    2. In the appearing dialog, click the close symbol
  • Expected:
    • Dialog should be dismissed
    • No changes should occur
  • Actions:
    1. Change the Narrower context field to "North Foo Country" again
    2. In the appearing dialog, click Yes.
    3. Save the record
  • Expected:
    • After the successful save message appears, the new term should be displayed as entered. The previously entered term should no longer be displayed in the field.
    1. Click the Go To button next to North Foo Country
  • Expected:
    • The broader term for North Foo Country should be the term you created in the previous test, not Foo Country.
  • Actions:
    1. Search for the Place record "North Foo Country"
    2. Open that record
    3. Check its Hierarchy section
  • Expected:
    • This record should now have only a Broader Context of your most recently-created Place record. It should no longer be linked to any of the other "Foo ..." records you created earlier.
  • Actions:
    1. Delete the record
  • Expected:
    • You should not be able to delete the record. Instead you should receive the message "This Place record can not be removed. It has a Broader Context."
  • *# Remove the broader context
    1. Add a narrower context
    2. Delete the record
  • Expected:
    • You should not be able to delete the record. Instead you should receive the message ""This Place record can not be removed. It has a narrower Context."
  • *# Add a broader context
    1. Delete the record
  • Expected:
    • You should not be able to delete the record. Instead you should receive the message ""This Place record can not be removed. It has a Broader Context."
  • *# Remove both the narrower and the broader contexts
    1. Delete the record
  • Expected:
    • You should be able to successfully delete the record
  • Actions:
    1. Search for the record
  • Expected:
    • The record should not appear in the search results
Spend 3 minutes trying to break something and uncover bugs:
  • Spend a few minutes forcing the program to expose buggy behavior by:
    • using the system in ways not covered by the test plan
    • using the system in unexpected ways
    • doing whatever you can think of that will produce bugs and unexpected behavior.
    • Be creative!
    • feel free to extend this to behavior related to this test plan

Known bugs, Place:

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T Key Summary Assignee Reporter P Status Resolution Created Updated Due

Known bugs, all Authorities:

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T Key Summary Assignee Reporter P Status Resolution Created Updated Due
Bug CSPACE-6951 Advanced Search: make the ability to create new authority terms in Search-specific autocomplete fields configurable Megan Forbes Kara S. Vetter Major Open Unresolved May 12, 2016 Aug 09, 2016
Bug CSPACE-6464 Keyboard navigation in Mac Chrome & Firefox skips "Preferred" button in Term Groups Aron Roberts Aron Roberts Minor Open Unresolved Oct 17, 2014 Jul 02, 2017
Bug CSPACE-5796 Term completion spinner gets stuck spinning forever if ESC on narrower term dialog Yura Zenevich Patrick Schmitz Minor Open Unresolved Dec 19, 2012 May 14, 2015
Bug CSPACE-5605 Selecting a non-preferred term in Broader or Narrower Context leads to preferred term being displayed following Save Megan Forbes Aron Roberts Minor Open Unresolved Oct 01, 2012 Aug 09, 2016
Bug CSPACE-5532 Message when display name is missing when updating an authority item is too generic, not actionable Aron Roberts Aron Roberts Minor Open Unresolved Sep 17, 2012 Aug 09, 2016
Bug CSPACE-5398 "Change broader context" dialog missing term name, appears as "null currently has broader term ..." Alexey Novak Carly Bogen Major Open Unresolved Jul 12, 2012 Aug 09, 2016
Bug CSPACE-4628 An Authority term record can inadvertently have the same term as both a Broader and Narrower Context Aron Roberts Aron Roberts Major Open Unresolved Dec 02, 2011 Aug 09, 2016

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2 Comments

  1. I have created a JIRA for this test plan regarding missing dialogue in the final tests on hierarchies (when changing broader context for existing term) : http://issues.collectionspace.org/browse/CSPACE-5251

  2. It is still not possible to do test 26 due to this issue: http://issues.collectionspace.org/browse/CSPACE-5262