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This page outlines the key functionality and tasks that should be tested for each Dataverse upgrade.

For release testing, https://dvtest.scholarsportal.info should be used. Note that this environment has e-mail disabled.

Accounts

TaskTested byTester NotesSP Notes
Log into an existing account


Create a new account


Generate an API token for your account




Reset your account password


Update your account information


Create a new account using 'Other' for Affiliation


Exploring & Finding Data

TaskTested byTester NotesSP Notes
Explore a dataset in the Data Explorer


Search for a dataset


Use the "Advanced Search" to find a dataset


Download single file, multiple files, download all files


Test downloading options for .tab file type


Creating, Uploading, Publishing & Removing Data

TaskTested byTester NotesSP Notes
Create a new Dataverse


Create a new dataset, including uploading data


Publish a Dataverse


Upload different file sizes (e.g. 1MB, 500MB, 2GB)


Upload .zip, double .zip, .csv


Upload .zip and verify the file hierarchy


Add files and verify version number of dataset


Deaccession a published dataset


Data Curation Tool (DCT)

TaskTested byTester NotesSP Notes
Open the DCT for a tabular file


Edit a file in the DCT and save changes to Dataverse


Create a group in the DCT and add variables to itAlex Cooper

this works, but I have some suggestions to enhance it.

Once a variable is added to a group, can it be marked so the user knows it is in a group? 

When removing variables from a group, you cannot select multiple variables to remove at once.

When multiple variables are selected and added to a group, they stay selected. Is there a way to have then cleared once they are added?

Is is possible to created sub-groups within a variable group?



View the HTML codebook to verify changes made in the DCT (under 'Export Metadata' > 'DDI HTML Codebook' on a file page)Alex CooperI was able to download the codebook but the changes I made where not included. 

Permissions & Access Control

TaskTested ByTester NotesSP Notes
Request access to a dataset


Approve a request to access a dataset


Give permissions to a group (e.g. an IP group)


Give permissions to individuals


Create a private URL for your dataset, and access it in a new window (not logged in - e.g. incognito)


Metadata

Publish a dataset with html tags and special characters (e.g. '&') in the metadata


Edit metadata and verify version numbering


Multilingual Support

TaskTested ByTester NotesSP Notes
Toggle to French interface


Verify characters in menus


Scan for inconsistencies


Shibboleth (for participating institutions)

Current participants (using Canarie Research & Scholarship Profile):
Toronto, Victoria, Carleton, Bishops

TaskTested ByTester NotesSP Notes
Log in with a Shibboleth accountAlex CooperQueen's wasn't listed so I tried using "Allow me to type the name of my institution" and the Continue button was disabled. I had to log in using my email. Queen's is not currently participating - will note the current participants above for clarity.

API

TaskTested By

Tester Notes

SP Notes
Retrieve SWORD service document


Add files to a dataset via SWORD API


Test metadata export


Miscellaneous

TaskTested ByTester NotesSP Notes
Submit a question through the support form


Create dataset guestbook, download guestbook


Check Scholars Portal Dataverse Guide ("About") and the User Guide


Share datasets


Cite datasets


Integrations

TaskTested By

Tester Notes

SP Notes
Integrate with Open Science Framework (OSF)


Add ORCID


Superadmin functionalities (can only be tested by SP team)

TaskTested By

Tester Notes

SP Notes
Test dataset linking functionality


Manage users in dashboard


Manage harvesting server, create a new harvesting set, check OAI links


Create a new affiliation group


Edit an existing affiliation group


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