UC-1.2.1

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Implement an arrangement policy

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 Implement a system of control

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.