View source for UC-1.2.1

__NOTOC__
<span class="pageTitle">Implement an arrangement policy</span>

[[Main Page]] > [[System requirements]] > [[Use cases]]

== Summary ==

'''Overview'''

*An institution establishes its arrangement policy and customizes the application to implement it.


'''Context (parent cases)'''

*[[UC-1|UC-1 Implement a system of control]]

*[[UC-1.2|UC-1.2 Title]]


'''Actors'''

*Primary actor: institution.

*Secondary actors: administrator.


== Description ==

'''Preconditions'''

*Institution establishes a policy on arrangement.


'''Trigger'''

*N/A.


'''Successful outcome'''

*Application customized so that user options reflect institution's arrangement policy..


'''Main scenario'''

Scenario A:

1. Institution establishes the highest level of arrangement it will employ.
*E.g. Fonds, series, record group established as highest level.

2. Institution establishes the number of levels of arrangement it will employ. 
*E.g. no sub-fonds, no more than three series levels (series, sub- and sub-sub-series).

3. Administrator edits the default "Levels of description" taxonomy shipped with ICA-AtoM, so that drop-down lists show only levels and terms allowed by policy.


'''Exceptions / variations'''

Scenario B:

Institution changes policy and for a transitional period retains old data values in the application (pending conversion) but allows users to use only new values.
*E.g. application contains descriptions registered as "Record group" but term no longer allowed for new descriptions.

ICA-AtoM cannot currently (v1.0 beta) accommodate this scenario. A term cannot be deleted from a taxonomy if other records are already registered to it. In a future release, it will be possible to make taxonomy terms "inactive" so that data integrity is protected, while drop-down list for on-going data entry show only the preferred terms.


== Requirements ==

'''Functional requirements'''

*[[FR-1.2.1|FR-1.2.1 Describe material at multiple levels of arrangement]]

*[[FR-1.2.2|FR-1.2.2 Establish the highest level of arrangement]]

*[[FR-1.2.3|FR-1.2.3 Establish the number of levels of arrangement]]


'''Metadata requirements'''

*[[MR-1.1.3|MR-1.1.3 Indicate the level of description]]


'''Technical requirements'''

*N/A


== Documentation ==

'''Diagrams'''

*N/A


'''User Manual'''

*[[UM-3.5|UM-3 Add / edit content > UM-3.5 Edit taxonomies (terms)]]