[Koha-bugs] [Bug 11559] Professional cataloger's interface

Wed Mar 4 12:14:02 CET 2015

http://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=11559

--- Comment #73 from Jesse Weaver <jweaver at bywatersolutions.com> ---
Notes: All settings, including switching between the basic editor and Rancor,
are saved per-user as local settings. This means they should be completely
separated by user (though not private). Also, the [@number] markings are just
an artifact of the software used to prepare this.

The individual parts of this test plan should be separately testable; please
test what you can!

1. Apply patch.

*** Part 1 - Navigating to editor
2. [@2] Go to the Cataloging section.
3. Click on "Advanced editor." This should take you to Rancor with an empty
record loaded.
4. Click on "Settings" -> "Switch to basic editor," then "OK." This should
switch to the basic editor with an empty record.
5. Click on "Switch to advanced editor." This should take you back to Rancor.
6. Navigate to a record, and click "Edit" -> "Edit record." This should load
the record in Rancor.
7. Verify that clicking on "(view)" and "(edit items)" go to the correct
screens for the current record (in a new window).
8. Click "Settings" -> "Switch to basic editor," then repeat. This should now
load in the basic editor. Click "Switch to advanced editor" for the following
steps.
9. Go back to the Cataloging home page.
10. Click on "New from Z39.50/SRU," run a Z39.50 search (doesn't matter what
for) and click "Import." This should open in the basic editor; the old-style
Z39.50 search interface is separate from that built into Rancor.
*** Part 2 - Editing records 
11. [@11] Return back to a new record in Rancor.
12. Verify that the data portion non-control fields (>010) can be freely typed
into. Typing a dollar sign, alphanumeric and a space should create a new
subfield. For known MARC subfields, the description of the current field (and
subfield) should be shown in the status bar at the bottom.
13. The data portion of control fields, tag numbers and indicators should be
editable, but in overwrite mode. If a syntactically incorrect MARC tag is
entered, the entire line should lose any other highlighting and turn red.
14. For known fixed fields (currently only MARC21 leader or 000, 005 and 008),
the data portion of the field should be displayed as a widget, with underlined
portions that expand into text fields/dropdowns for the various coded parts of
the field. These widgets are toggleable in the settings.
15. Subfields with authorized values attached to them should also be displayed
as simple, single-dropdown widgets.
16. It should be possible to tab between the tag number, indicators, each
subfield and each element in a fixed field widget. Typing values for these
fields should work as expected.
17. By pressing Enter anywhere in a field, the cursor should be moved to a new
field on the next line.
18. After typing in the number of a tag, pressing Tab should tab through and
automatically create the indicator positions.
19. By pressing Ctrl-X, the entire field should be deleted.

*** Part 3 - Record Import/Export
20. [@20] By entering text into any of the given fields on the left, a search
will be run with the given search field and contents (and none of the others).
Verify that they can be focused with their listed keyboard shortcuts.
21. Click on the checkboxes next to any of the available search targets to
enable/disable that target.
22. Click on the arrows above any column to resort the results by that column.
Sorting defaults to title. NOTE: performance of the above will be severely
degraded if Koha::Cache is not running in memcached/fastmmap mode.
23. Click on "View MARC" to show a preview of the record contents, and "Hide
MARC" to return to the original view.
24. Click on "Import", and the record contents should be replaced with that of
the selected record.
25. Click on "Advanced" in the search box on the left.
26. Check or uncheck any of the servers to enable/disable them before the
search. The search query will be ANDed together from any non-empty fields.
27. Verify that advanced search behaves similarly to a quick search after
results are returned.
28. Open an existing catalog record in Rancor.
29. Perform a search, and verify that "Substitute" copies the record contents
into the current catalog record, while "Import" starts editing a new record.
30. Verify that "Save" correctly saves record contents to the catalog.
31. Click on the dropdown next to "Save to catalog," then either "Save as
ISO2709 (.mrc) file" or "Save as MARCXML (.xml) file." Click "Save file" (or
your browser's equivalent), then verify that the exported record's contents are
correct.
32. Click on "Import record", then any ISO-2709 (.mrc) or MARC-XML (.xml)
record. The record contents should be loaded.

*** Part 4 - Settings/Macros
33. [@33] The "Settings" menu contains several font configuration options.
Verify that they all work as expected (some fonts may not exist on your
system).
34. Click on "Macros." This should bring up a screen with no existing macros.
35. Click "New macro..." and type in a name for the new macro. It should be
added to the list on the side.
36. The format dropdown exists to allow compatibility with a proprietary vendor
format; the default of Rancor should be sufficient.
37. Type any text into the macro editor, and it should be autosaved after a
brief delay.
38. Hit "Delete macro" to delete this macro.
39. Create a new macro, insert some text, wait for it to autosave, then reload
the page to verify that the macro contents are saved.
40. Enter in some test macros, and verify that they work as expected. There are
a number of possible macro commands, but all are variants of two basic forms:
    - delete TARGET :: Deletes the given TARGET.
    - TARGET=SOURCE :: Copies the contents of SOURCE into TARGET (spaces around
the equals sign are not allowed for reasons of ambiguity in fixed fields).
41. The possible targets are (specific tags/subfields are used, but only as
examples):
    - 001 :: The entire contents of a control field (will be created if
needed).
    - 245 :: The entire contents of the first 245 field (will be created if
needed).
    - new 245 :: The entire contents of a new 245 field, inserted in numerical
order.
    - new 245 grouped :: The entire contents of a new 245 field, inserted at
the end of the 200s.
    - 245a OR 245a at end :: The contents of the $a subfield of the first 245
field (will be created at the end of the field if needed).
    - 245a after c :: The contents of the 245 $a subfield (will be created
after the $c subfield if needed).
    - new 245a OR new 245a at end OR new 245a after c :: The contents of a new
245 $a subfield in the given position.
    - $a :: The contents of the $a subfield of the last mentioned tag.
    - 245 indicators OR indicators :: Sets both indicators of either the first
field with the given tag or the last mentioned tag. 
42. The possible sources are:
    - 001 OR 245 :: The entire contents of the first field with the given tag.
    - 245a :: The contents of the first $a subfield of the first 245 field.
43. Some example commands:
    - new 245=$a Charlotte's Web /$c by E.B. White.
    - delete 245c
    - 003=ByWater
44. Verify that entering a syntactically correct macro and hitting "Run macro"
closes the macro editor and runs the given macro.

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