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User Stories

Tim Walsh edited this page May 9, 2018 · 15 revisions

Development Round 1

Researcher

General

  • As a researcher, I want to log in to the interface.
  • As a researcher, I want to visit a FAQ page explaining the interface and CCA's DIPs to orient myself, regardless of whether I am logged in.
  • As a researcher, I want to be able to switch the language of the interface (not the data inputted and indexed from the METS files) between French and English

List of Collections

  • As a researcher, I want to browse the list of Collections to identify collections of potential interest for my research.
  • As a researcher, I want to sort and filter (by simple keyword search) the list of Collections to facilitate easier discovery of relevant collections.

Collection page

  • As a researcher, I want to familiarize myself with a Collection by reading basic descriptive metadata.
  • As a researcher, I want to follow a link to the finding aid for a Collection for more detailed information.
  • As a researcher, I want to browse the list of Folders to identify potential material of interest.
  • As a researcher, I want to sort and filter (by simple keyword search) the list of Collections to facilitate easier discovery of relevant Folders.

Folder page

  • As a researcher, I want to familiarize myself with a Folder by reading basic descriptive metadata.
  • As a researcher, I want to browse the list of Digital Files to better understand the contents of the Folder and identify potential material of interest.
  • As a researcher, I want to sort and filter (by simple keyword search) the list of Digital Files to facilitate easier discovery of relevant material, on the following values:
    • File path and name
    • File format
    • File size
    • Last modified date
  • As a researcher, I want to be able to quickly determine the UUID of each Digital File to use as an unambiguous reference for reproduction requests.
  • As a researcher, I want to be able to click through to a detailed page for each Digital File listed.
  • As a researcher, I want to be able to download a copy of the DIP from the Folder page onto the dedicated Study Room workstation, to open files in the software on that workstation. I want to download the entire directory structure rather than an individual digital file to maintain XRefs and other links between files.

Digital File page

  • As a researcher, I want to better understand a particular Digital File by reading detailed metadata extracted from the METS file amdSec.
  • As a researcher, I want to be able to determine the recorded checksum value for the Digital File so that I can verify that the file I am interacting with on the Study Room workstation is authentically what it purports to be.
  • As a researcher, I want to be able to see the list of PREMIS Events associated with the Digital File.

Search

  • As a researcher, I want to be able to keyword search across the following fields for all Digital Files in all Folders and Collections in the interface:
    • File path and name
    • File format
    • File size
    • Last modified date
    • Folder (the Folder which contains this Digital File)
  • As a researcher, I want to click from any Digital File in my search results to the appropriate Digital File and/or Folder pages to contextualize my result and download the relevant DIP

Reference Librarian

  • As a Reference Librarian, I want to ensure that a Researcher can log in to the interface.
  • As a Reference Librarian, I want to restrict access to the interface to authenticated users on appropriate locked-down workstations.
  • As a Reference Librarian, I want to show researchers how to discover and get access to processed material from all archives with digital material on the CCA CAD workstation in the Study Room.
  • As a Reference Librarian, I want to be able to quickly determine what digital material has been processed and is available for research.

Processing Archivist

  • As a Processing Archivist, I want to create new Collection descriptions.
  • As a Processing Archivist, I want to create new Folders by uploading a DIP.
  • As a Processing Archivist, I want to edit descriptive metadata for Collections and Folders to add HTML formatting (e.g. adding <p> tags to multi-paragraph descriptions), correct errors, and/or update information.

Administrator (Digital Archivist)

  • As the Administrator, I want to delete existing Collection and Folder records (cascading, so that linked Digital File and PREMIS information and DIPs are deleted as well).
  • As the Administator, I want to add, edit, and delete user accounts as appropriate.
  • As the Administrator, I want to fix and rebuild the Elasticsearch index as necessary.

Development Round 2 (to be refined from user testing)

Researcher

  • As a Researcher, I want to be able to refine and filter my Search results and to combine multiple refinements (e.g. limit search by file format and date range simultaneously).
  • As a Researcher, I want to better understand the context of Folders and refine/filter lists in the Collection and Folder pages by Series (or other) tags.

Reference

  • As a Reference Librarian, I want to export the tables (such as the Digital Files within a Folder, or within a particular Search result) as a CSV or Excel file to send to researchers before they arrive at CCA to help them prepare for their visit.
  • As a Reference Librarian, I want to generate statistical reports on page visits and DIP downloads to better understand how the collection is being consulted.

Processing Archivist

  • As a Processing Archivist, I want DIPs to upload to the interface automatically after being created by Automation Tools during the Archivematica ingest process, so that I do not need to manually upload each DIP.
  • As a Processing Archivist, I want to add Series (or other) tags to a Folder.
  • As a processing Archivist, I want to update the descriptive metadata for a Collection or Folder from the database of record (currently TMS – this might be worth waiting on until CCA has a proper archival management system).

Administrator

  • As the Administrator, I want to edit the FAQ page to update the information found there.
  • As the Administrator, I want to generate reports on what has been uploaded to the interface (e.g., the most common file formats in the Collection or a visualization of the last modified dates by archive; this is where Kibana has potential)

IT

  • As local IT, I want all user accounts to be tied to institutional domain accounts, not to be handled separately.

Associate Director, Digital

  • As the Associate Director, Digital, I want the interface to have a look and feel that is consistent with the CCA’s brand and other digital products.

Last updated: May 9, 2018