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

For release testing, should be used. Note that this environment has e-mail disabled.


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)


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.


TaskTested By

Tester Notes

SP Notes
Retrieve SWORD service document

Add files to a dataset via SWORD API

Test metadata export


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


TaskTested By

Tester Notes

SP Notes
Integrate with Open Science Framework (OSF)


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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