UAT Test Scripts
Testing the full range of functions within Symplectic Elements is important before you release it to your users.
Before releasing it to your users, your institution should devise further tests within any systems that link to Symplectic Elements (such as your digital repository or any systems that derive information via the API), in order to check these links are also functioning correctly. You should also separately test the system is correctly sending emails via your institution’s email service.
The steps in this document can be carried out by any system-wide ‘Administrator’ of the system, and will comprise the acceptance testing process for a range of functions that only these Administrators can carry out, including creating local users and running an off-schedule search of the online databases.
They will also create a standard set of test users within your system, and set up their publications and statuses so that other user and administrator tasks can be tested during the rest of this process.
IMPORTANT: Do not forget to remove the test users from your system after testing is complete. Although these users only have access to the Test Group and other test users, you should, if possible, aim to complete these steps with your system before it is made available at a publicly available url.
UAT A. Setup Users
1. Create test users
1.1 Create ordinary academic users
You will now create two test academic users whose records will be used to test the functions of the system. This step will also test the ‘create user’ functions within the administrative interface.
1.1.1 Create user Charles Darwin
Click on Add a new user (System Admin) and add the following details to the "Add user" page:
ID: 999999999a
(or another ID string that will never be repeated within your institution)Email: A valid email address for your institution
Username: cdarwin
Primary Group Descriptor: Test Descriptor
Title: Mr
Initial: C
First name: Charles
Last name: Darwin
Leave the rest of the fields blank.
Click on ‘Save’ to move to the next page.
You will now be able to set the authentication method for the user.
Choose ‘Internal’ and set the password for Charles Darwin as ‘beagle’.
Click on ‘Save’ to finish the process.
Now check your user has been added successfully by typing ‘Darwin’ into the search box on the main "Users" page and making sure Charles Darwin appears.
1.1.2 Create user Isaac Newton
For this user, add the following details to the ‘Add User’ page:
Unique ID: 8888888888a
(or another ID string that will never be repeated within your institution’s systems)Email: A valid email address for your institution (e.g. your email address)
Username: inewton
Primary Group Descriptor: Test Descriptor (you can now choose this from the drop-down menu)
Title: Professor
Initial: I
First name: Isaac
Last name: Newton
And create this password on the ‘Authentication settings’ page:
Internal password: principia
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1.2 Create a group for these users
You should now use the ‘Test Descriptor’ to create a new Primary Group containing your two users.
Click on User groups (System Admin) and click on the name of your top level group (this may be named after your institution, or may simply be called ‘Organisation’).
Then, from the list of tasks at the top of the page for this group, click on ‘Create a sub group underneath this group’.
Choose the following options from the next page to set up ‘Test Group’ as a Primary Group, using the ‘Test Descriptor’ data from your two users.
Name: Test Group
Description: Test group
Membership model: Primary
Primary group descriptor: Choose ‘Test Descriptor’ from the drop-down menu.
Click on ‘Add’ to create the group. You will be taken to the new group’s homepage showing its details.
Now, check the membership of your group by checking that two members are listed. Click on the number ‘2’ to view their names. You should see both Charles Darwin and Isaac Newton listed.
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1.3 Create an administrative user
Now create an administrator for your new Primary Group.
Following the steps above, create a new user with the following details:
Unique ID: 7777777777a
(or another ID string that will never be repeated within your institution’s systems)Email: A valid email address for your institution (e.g. your email address)
Username: groupadmin
Primary Group Descriptor: Test Descriptor (choose from drop-down menu)
Title: Mr
Initial: G
First name: Group
Last name: Administrator
Internal password: groupadmin1
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1.4 Create a system verifier
Now create a user who will be able to verify publications for the members of your group.
Following the steps above, create a new user with the following details:
Unique ID: 66666666a
(or another ID string that will never be repeated)Email: A valid email address for your institution (e.g. your email address)
Username: librarystaff
Primary Group Descriptor: Test Descriptor (choose from drop-down menu)
Title: Mr
Initial: L
First name: Library
Last name: Staff
Internal password: librarystaff1
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1.5 Create a statistician
Now create a user who will be able to look at statistics and download reports for your group.
Following the steps above, create a new user with the following details:
Unique ID: 555555555a
(or another ID string that will never be repeated)Email: A valid email address for your institution
(e.g. your email address)Username: statistician
Primary Group Descriptor: Test Descriptor (choose from drop-down menu)
Title: Mr
Initial: S
First name: Stats
Last name: Administrator
Internal password: statsadmin1
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1.6 Create a research manager
Now create a user who will be able to impersonate and help all the members of your group.
Following the steps above, create a new user with the following details:
Unique ID: 44444444a
(or another ID string that will never be repeated)Email: A valid email address for your institution
(e.g. your email address)Username: researchmanager
Primary Group Descriptor: Test Descriptor (choose from drop-down menu)
Title: Mr
Initial: R
First name: Research
Last name: Manager
Internal password: researchman1
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1.7 Create roles for Test Group
Each of the administrative staff members you have created need to be given the appropriate rights for the ‘Test Group’ Primary Group and access to the appropriate modules.
Follow the steps below to set up these rights appropriately.
1.7.1 Set group Administrator rights
Go to User Groups (System Admin) and click on the group name ‘Test Group’ in the organisation tree at the bottom of the page.
You will be taken to a page showing the group’s details. Click on the link 'Manage the roles associated with this group,’ which will take you to the 'Roles' page. You will see a list of administrators who have rights over the group, if any.
These administrators will have ‘inherited’ rights from the parent, top-level group.
To add a new role to this group, check the ‘Administrator’ checkbox in the ‘Choose role’ section and then start typing the word ‘Administrator’ in the name field.
Choose the name ‘Group Administrator’ from the list of names that appears, and click on the 'Add user' button to finish the process.
1.7.2 Set group Research Manager rights
Staying on the same page, add a research manager to the group by checking ‘Research Manager’ in the ‘Choose role’ section and then starting to type the word ‘Manager’ in the name field.
Choose the name ‘Research Manager’ from the list and, again, click on the 'Add user' button to complete the process.
1.7.3 Set group Statistician rights
Staying on the same page, add a statistician to the group by checking ‘Statistician’ in the ‘Choose role’ section and then starting to type the word ‘Administrator’ in the name field.
Choose the name ‘Stats Administrator’ from the list and, again, click on the 'Add user' button to complete the process.
1.7.4 Allow Library Staff to access the Verification module
Your library user now needs to be given access to the verification tools within the system.
To do this, navigate to System Admin>System Settings>>System Roles and choose the role of System Verifier.
Start to type ‘staff’ into the ‘User’s name’ field and choose the name ‘Library Staff’ from the list. Click on the 'Add user' button to finish the process. The name should now appear in the list of users with system verifier authorisation.
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2. Set up appropriate search settings
In order to make sure the system is filled with appropriate publications for your test users when they log in, you need to impersonate them in turn to adjust their search settings, and then run the online search.
This section will help you create the correct search terms to pull in the test publications, and will also test the function of impersonating other users for a system-wide administrator.
(Prior to changing settings at the end user level, check that the default setting have been enabled in the Publications Module)
2.1 Impersonate Charles Darwin
To impersonate Charles Darwin, click on ‘Impersonate Another User’ in the menu at the top of the page.
If your system has already been populated with users, there may be a long list, separated into pages with an index.
You can either click on the letter ‘D’ in the index to find the user on the list, or type ‘Darwin’ into the filter field and click on ‘Set filters’.
Once you have identified the correct user, click on their name and you will be taken to their home page.
You will see a box at the top of the page indicating that you are impersonating the user.
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2.2 Change their search settings
Go to Search settings (Menu) and scroll to the bottom of the page. Select 'PubMed' from the list of resources by clicking the box under the column 'Currently searched' and then click 'Save.'
Scroll to the top of the page and click on 'Run my searches'. The page will refresh and the ‘Status’ area at the top should now indicate where in the queue Darwin's searches are.
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2.3 Impersonate Isaac Newton
To impersonate Isaac Newton, click on ‘impersonate’ in the main ‘home’ menu.
You can either click on the letter ‘N’ in the index to find the user on the list, or type ‘Newton’ into the filter field and click on ‘go’.
Once you have identified the correct user, click on their name and you will be taken to their home page.
You will see a box at the top right of the page indicating that you are impersonating the user.
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2.4 Change their search settings
Go to Search settings (Menu) and scroll to the bottom of the page. Select 'PubMed' from the list of resources by clicking the box under the column 'Currently searched' and then click 'Save.'
Scroll to the top of the page and click on 'Run my searches'. The page will refresh and the ‘Status’ area at the top should now indicate where in the queue Newton's searches are.
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3. Search for publications
3.1 Check users have been placed in the synchronisation queue
You have made changes to the search settings for these users, so their names should now appear in the Synchronisation queue, indicating that their names and search terms will be processed by the system’s synchroniser during the next online search after a particular time. The time indicated for each user will be 30 minutes after you clicked on ‘save’ on their search settings page.
Check that the two test users are in this queue by clicking on ‘System Admin’ in the main menu, and then 'User Synch Queues.'
Other users within your system may also be in the queue, depending on whether your institution is already using the system to search for online publications in advance of its launch to users. If there are other users in the queue, don’t delete them.
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3.2 Run the synchroniser
In order to proceed with the next steps in this document, you will need to run the synchroniser process in order to search the online databases for your two test users.
To ensure that the two users are included in the search that you run, you either need to leave a 30 minute delay before completing this step or remove the two users from the queue and add them back in manually (doing this would mean they would be included in the next search, without any delay).
Once the time delay for the users has passed (or after removing and adding them back into the queue), run the synchroniser. To do this, click on ‘System Settings’ in the main menu, then click on ‘Scheduled Jobs’ link. The 'Scheduled jobs' section is at the top of the page and the 'Background Services' section at the bottom. Scroll to 'Background Services' and look for service called 'Synchroniser.' It will probably be running, but if it is not, click on the 'Run' button.
The system will post a message indicating that the process started successfully. The time taken for the process to finish will depend on the number of users in the synchronisation queue and the number of existing publications in the system (which are updated periodically as well), but will most likely be a number of minutes.
Refresh the page to see if the synchronisation process is still running. Once it has finished, the page will again show ‘NOT RUNNING’ as its status.
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3.3 Check emails received
This process can be tested separately during the launch process (see the support document ‘Set-up Guide for Administrators’).
If your system is already sending automatic emails to users, you should now check that the email account(s) used for Charles Darwin and Isaac Newton are received notification emails and if that messages are visible in the users inbox if enabled.
If your system is not yet integrated with a working mail server, we strongly recommended that this test is executed once your system administrator confirms availability and this test must be executed before go-live
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4. Claim, Reject and Edit publications
The synchronisation process will have placed a set of publications from PubMed that match the search settings for the two test users in the respective ‘Pending’ tab.
The following steps are intended to set up each user’s publications in a variety of states that will then allow those testing the user functions via documents B, C and D in this series to carry out a full range of test procedures.
Please follow the steps precisely, making sure the correct publications are edited.
4.1 Impersonate Charles Darwin and edit publications
4.1.1 Impersonate
First, click on ‘Impersonate Another User’ in order to go in and impersonate Charles Darwin again.
His home page should display an alert saying that 45 new publications have been found.
Note that occasionally someone else with the name ‘C Darwin’ or ‘I Newton’ will publish within PubMed so a very slightly higher number is still normal.
Ignore any additional publications not named in these steps, leaving them in the ‘Pending’ area.
4.1.2 Claim and Reject publications
Click on ‘Pending’ in the main publications tab for Charles Darwin and carry out the following operations for the publications listed:
CLAIM these publications:
Proposed inscription for the statue of Darwin, Science 10, 1899
Symbols and nomenclature, Nature 164, 1949
Source of the cosmic rays, Nature 164, 1949
Crystal structure of the dimer of parabromonitrosobenzene, Nature 166 1950
Can man control his numbers?, Perspect Biol Med 3, 1960
[Some aspects of the problem of hereditary variations], Nauchnye Doki Vyss Shkoly Biol Nauki 110, 1973 (and decline the duplicate PubMed record for this publication - see below)
A biographical sketch of an infant, Am J Dis Child 131, 1977
Yorkshire Regional Lymphoma Histopathology panel: analysis of five years’ experience, J Pathol 143, 1984
Acute myeloid leukemia in adults: a case-control study in Yorkshire, Leukemia 2, 1988
REJECT these publications:
What are older people prepared to do to avoid falling? A qualitative study in London, Br J Community Nurs 8, 2003
Smoke free hospitals: rising to the challenge, BMJ 327, 2003
Modeling beta-cell insulin secretion - implications for closed-loop glucose homeostasis, Diabetes Technol Ther 5, 2003
Evaluation of insulin sensitivity and beta-cell function indexes obtained from minimal model analysis of a meal tolerance test, Diabetes 53, 2004
IGNORE all other publications, leaving them in the ‘pending’ section of Charles Darwin’s records.
Click on the main ‘home’ link and Charles Darwin’s home page should now display an alert saying that there are now 32 publications awaiting his approval.
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4.1.3 Export approved publications to an RIS file
To set up Charles Darwin’s publications with further variations in their settings, in order that the user testers can check all the functions, you should now carry out a number of other steps.
The first of these is to export all the approved publications, in order to create a file for manual import in the next step.
To do this, click on ‘Home’ and then go to the 'My Publications' section. Then, click on the 'Export' link ‘next to ‘Journal articles.' The dropdown menu will give you the option to export publications in the following formats: Word, PDF, RIS, BibTeX, and CSV. For this exercise, select RIS.
Save the RIS document that appears to your desktop (or elsewhere in your filing system) then open it in a plain text editing program, such as Notepad or TextEdit.
You will see the nine papers you approved in the previous step listed in RIS format.
Delete all but the first four of these records, preserving the following papers within the .ris file:
Proposed inscription for the statue of Darwin, Science 10, 1899
Symbols and nomenclature, Nature 164, 1949
Source of the cosmic rays, Nature 164, 1949
Crystal structure of the dimer of parabromonitrosobenzene, Nature 166 1950
Finally, resave the document, over-writing the previous version.
Step completed without errors? | Notes |
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4.1.4 Import selected publications as manual publications
Now you should import the publications held in the amended text file as manual publications.
While still impersonating Charles Darwin, click on ‘Publications’ in the main menu, then on ‘Import’ in the sub-menu.
Choose the appropriate RIS file (the one saved at the end of step 4.1.3) and then click on ‘Upload’.
The system will check the publications against existing records and then display a set of results, indicating which are New Publications (0 in this case) and which 'Records matched an existing publication.'
All of the imported publications should match an existing publications. For each article, you can 1.) Import as new; 2.) Supplement the existing; or 3.) Do not import. If you select, 'Import as new,' you will add a new record to your profile. In this instance, select 'Supplement the existing' for all four records and then click 'Import.' The system will display a message: '4 records imported and 0 relationships created.' The supplemented records will all have two data sources: PubMed and manual.
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4.1.5 Split a publication with two sources
You have now created four publications which have both a PubMed source and a manual source (the imported publications were added to existing PubMed records as additional ‘manual’ versions).
Click on the main ‘publications’ link for Charles Darwin and you will see that the first four publications in the list now have both a ‘manual’ and ‘PubMed’ record shown in the ‘data sources’ tab.
To split a publication so it can be joined back together by other testers, click on the ‘data sources’ tab for the following publication, then click on the blue ‘split’ icon to detach the manual record from the PubMed record.
SPLIT this publication:
Proposed inscription for the statue of Darwin, Science 10, 1899
You will then see the two versions stored as separate records in the main publications list, each with only a manual or PubMed data source.
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4.1.6 Amend a publication by adding details manually
Finally, you need to make some changes to one of the publications by hand.
To do this, begin by either clicking on the title of the publication or the magnifying glass icon to the right of the title. Then, click on the ‘Add manual records’ button below the Data sources header, and make the changes indicated.
ADD MANUAL DETAILS to this publication:
Can man control his numbers? Perspect Biol Med 3, 1960
Add author: Newton I
Change Journal Article Type to: Letter (using the check boxes at the top of the page).
Save the changes to the publication and a new manual record tab will show alongside the PubMed tab for this publication.
Finally, click on the ‘data sources’ tab and click on the star icon (the ‘set preferred’ button) next to the manual record’s listing to make the new manual record the preferred source.
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4.2 Impersonate Isaac Newton and edit publications
4.2.1 Impersonate
First, click ‘Impersonate Another User’ in order to go in and impersonate Isaac Newton again.
His home page should display an alert saying that 38 new publications have been found.
Note that occasionally someone else with the name ‘C Darwin’ or ‘I Newton’ will publish within PubMed so a very slightly higher number is still normal.
Ignore any additional publications not named in these steps, leaving them in the ‘pending’ area.
4.2.2 Claim and Reject
Click on ‘Pending’ in the main ‘Publications’ menu for Isaac Newton and carry out the following operations for the publications listed:
CLAIM these publications:
The following. Science 2,1 881
Five years of progress in the Hong Kong health services. Br Med J 2, 1951
A stereophotogrammetric method of investigating facial changes following the loss of teeth. Med Biol Illus 21, 1971
Minimal forms of the celft syndrome demonstrated by stereophotogrammetric surveys of the face. Br Dent J 132, 1972
Organochlorine residues, eggshell thinning and hatching success in British sparrowhawks. Nature 249, 1974
Two specific ribonucleoprotein fragments from the 50-S sub-particle of Escherichia coli ribosomes. Eur J Biochem 48, 1974
Random exchange of ribosomal proteins in EDTA sub-particles. FEBS Lett 51, 1975
Orthodontically induced eruption of the permanent canine combined with alveolar cleft osteoplasty: a new procedure illustrated by a case with stereophotogrammetric reconstructions. J Maxillofac Surg, 1976
Redistribution of DDE in sparrowhawks during starvation. Bull Environ Contam Toxicol, 1977
A rapid method of measuring the palatal surface area of cleft palate infants. Cleft Palate J 15, 1978
REJECT these publications:
Partial characterization of colony stimulating activity from human leucocyte conditioned medium tested on human marrow cells. Biomedicine 31, 1979
In vitro granulopoiesis in oligoblastic leukaemia: prognostic value, characterization and serial cloning of bone marrow colony and cluster forming cells in agar culture. Biomedicine 30, 1979
VEP measurement of the amplitude of accommodation. Br J Ophthalmol 65, 1981
The effects of organochlorine compounds on British birds of prey. Vet Res Commun 7, 1983
Activities and toxicological significance of hepatic microsomal enzymes of the kestrel (Falco tinnunculus) and sparrowhawk (Accipiter nisus). Comp Biochem Physiol C 86, 1987
IGNORE all other publications, leaving them in the ‘Pending’ section of Isaac Newton’s records.
Click on the main ‘Home’ link and Isaac Newton’s home page should now display an alert saying that there are now 23 publications awaiting his approval.
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4.2.3 Export approved publications to an RIS file
Now you should set up Isaac Newton’s publications with variations for further testing.
The first of these is to export all the claimed publications, in order to create a file for manual import in the next step.
To do this, click on ‘Home’ and then go to the 'My Publications' section. Then, click on the 'Export' link ‘next to ‘Journal articles.' The dropdown menu will give you the option to export publications in the following formats: Word, PDF, RIS, BibTeX, and CSV. For this exercise, select RIS.
Save the RIS document that appears to your desktop (or elsewhere in your filing system) then open it in a plain text editing program, such as Notepad or TextEdit.
You will see the ten papers you approved in the previous step listed in RIS format.
Delete all but the first four of these records, preserving the following papers:
The following. Science 2,1 881
Five years of progress in the Hong Kong health services. Br Med J 2, 1951
A stereophotogrammetric method of investigating facial changes following the loss of teeth. Med Biol Illus 21, 1971
Minimal forms of the celft syndrome demonstrated by stereophotogrammetric surveys of the face. Br Dent J 132, 1972
Finally, resave the document, over-writing the previous version.
Step completed without errors? | Notes |
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4.2.4 Import selected publications as manual publications
Now you should import the publications held in the amended text file as manual publications.
While still impersonating Isaac Newton, click on ‘Publications’ in the main menu, then on ‘Import’ in the sub-menu.
Choose the appropriate .txt file (the one saved in step 4.2.3) and then click on ‘upload’.
The system will check the publications against existing records and then display a set of results, indicating which are New Publications (0 in this case) and which 'Records matched an existing publication.'
All of the imported publications should match an existing publications. For each article, you can 1.) Import as new; 2.) Supplement the existing; or 3.) Do not import. If you select, 'Import as new,' you will add a new record to your profile. In this instance, select 'Supplement the existing' for all four records and then click 'Import.' The system will display a message: '4 records imported and 0 relationships created.' The supplemented records will all have two data sources: PubMed and manual.
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4.2.5 Split a publication with two sources
You have now created four publications which have both a PubMed source and a manual source. Click on the main ‘Publications’ link and you will see that the first four publications in the list now have both a ‘manual’ and ‘PubMed’ record listed in the ‘data sources’ tab.
To split a publication so it can be joined back together by other testers, click on the ‘data sources’ tab for the following publication, then click on the blue ‘split’ icon to detach the manual record from the PubMed record.
SPLIT this publication:
Five years of progress in the Hong Kong health services. Br Med J 2, 1951
You will then see the two versions stored as separate records in the main publications list, each with only a manual or PubMed data source.
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4.2.6 Amend a publication by adding details manually
Now make changes to one of Isaac Newton’s publications by hand.
To do this, begin by either clicking on the title of the publication or the magnifying glass icon to the right of the title. Then, click on the ‘Add manual records’ button below the Data sources header, and make the changes indicated.
ADD MANUAL DETAILS to this publication:
Organochlorine residues, eggshell thinning and hatching success in British sparrowhawks. Nature 249, 1974
Add author: Darwin C
Change Journal Article Type to: Article (using the check boxes at the top of the page)
Save the changes to the publication and a new manual record will show alongside the PubMed record in the ‘data sources’ tab for this publication.
Finally, click on the ‘data sources’ tab and click on the ‘set preferred’ button to make the new manual record the preferred source.
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UAT B. Charles Darwin
Testing the full range of functions within Symplectic Elements is important before you release it to your users.
In addition, these tests form the basis of your institution’s formal acceptance of the system from Symplectic Limited, and should be carried out as soon as Symplectic Elements has been fully installed.
This document, along with the others in this series, will check the functions within Symplectic Elements are working correctly within your institution.
The following steps will test the functioning of the system from the point of view of test user ‘Charles Darwin’.
1. Claim and reject publications
These steps will check the login process using an internal password, and then claim and reject functions for publications found by the search of an online database.
1.1 Log in as Charles Darwin
Go to the correct address for the Symplectic Elements system within your institution and type in these user credentials:
User: cdarwin
Password: beagle
You should see Charles Darwin’s home page, indicating that there are 28 publications awaiting approval.
Note: occasionally people with the name ‘C Darwin’ will publish new items within PubMed, so a very slightly higher number is still normal.
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1.2 Claim and reject publications
Click on ‘My Publications’ in the main 'My Elements' menu, and select ones with status of pending by clicking on the ‘Pending’ tab at the top of the page.
You will see a list of publications with a range of tool buttons above each one.
Claiming a publication is done by clicking on the checkmark ('Claim this publication') button. Rejecting a publication is done by clicking on the red cross ('Reject this publication') button.
Carry out these actions for the following publications, as indicated.
CLAIM these publications:
Elevated serum parathyroid hormone concentration in eucalcemic patients...[truncated title]. Metabolism 53, 2004
Cosegregation of albuminuria and blood pressure: the Insulin Resistance Atherosclerosis (IRAS) family study. Am J Hypertens 18, 2005
Interstitial fluid glucose dynamics during insulin-induced hypoglycaemia. Diabetologia 48, 2005
Red deer stags use formants as assessment cues during intrasexual agonistic interactions. Proc Biol Sci 272, 2005
Pacemakers and avalanche transceivers: a cautionary tale. Wilderness Environ Med 16, 2005
Cognitive function in adults with type 2 diabetes and major depression. Arch Clin Neuropsychol 21, 2006
REJECT these publications:
[Not Available]. Luzif Amor 4, 1991
Feasibility of automating insulin delivery for the treatment of type 1 diabetes. Diabetes 55, 2006
Measurement of brain metabolites in patients with type 2 diabetes and major depression using proton magnetic resonance spectroscopy. Neuropsychopharmacology 32, 2007
Antihypertensive medications and C-reactive protein in the multi-ethnic study of atherosclerosis. Am J Hypertens 20, 2007
As you click on the appropriate button for each publication, it will disappear from the ‘Pending’ list.
IGNORE all remaining publications, leaving them in the ‘Pending’ list.
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1.3 Check Claimed (Mine) and Rejected (Not mine) publications
1.3.1 Check Claimed (Mine) publications
Check that the Claimed publications are in the correct listing by clicking the ‘Mine’ tab from 'My Publications.'
Check the publications you have just approved are in the list:
Cognitive function in adults with type 2 diabetes and major depression. Arch Clin Neuropsychol 21, 2006
Interstitial fluid glucose dynamics during insulin-induced hypoglycaemia. Diabetologia 48, 2005
Cosegregation of albuminuria and blood pressure: the Insulin Resistance Atherosclerosis (IRAS) family study. Am J Hypertens 18, 2005
Elevated serum parathyroid hormone concentration in eucalcemic patients.... Metabolism 53, 2004
Red deer stags use formants as assessment cues during intrasexual agonistic interactions. Proc Biol Sci 272, 2005
Pacemakers and avalanche transceivers: a cautionary tale. Wilderness Environ Med 16, 2005
1.3.2 Check declined (Not Mine)
Check that the Rejected publications are in the correct listing by clicking the ‘Not Mine’ tab from 'My Publications.'
Among others, these publications should be visible:
[Not Available]. Luzif Amor 4, 1991
Feasibility of automating insulin delivery for the treatment of type 1 diabetes. Diabetes 55, 2006
Measurement of brain metabolites in patients with type 2 diabetes and major depression using proton magnetic resonance spectroscopy. Neuropsychopharmacology 32, 2007
Antihypertensive medications and C-reactive protein in the multi-ethnic study of atherosclerosis. Am J Hypertens 20, 2007
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2. Edit and create publications
These steps will test a range of additional functions, including creating new publications, adding new details to publications and matching and splitting publication pairs.
2.1 Create a new publication (book)
To create a new publication, click on ‘Publications’ in the main ‘My Elements’ menu, then click on the relevant [+] link in the box at the top of the page to add a new book.
You will be offered the choice to search Google Books. Click on the ‘Skip' button and you will be taken to a page showing a blank set of fields for a book.
Add the following details to this page:
Title: The voyage of the Beagle
Authors: Darwin C
Publisher: Lunar Books
Place of publication: Oxford
Publication date: 1839
Click on ‘Save’ at the bottom of the page to finish the process. You will return to the main ‘Publications’ listing.
Step completed without errors? | Notes |
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2.2 Filter and check the new book listing
Change the filter for the publications listing to ‘Book’, using the ‘Publication type’ drop-down menu on the left-side 'Filter results' menu, then click on ‘Filter’.
The filtered results should show the new book’s details on the page.
Clear the filters by clicking on the ‘reset’ button, so that the listing again shows all the claimed (Mine) publications, before moving to the next step.
Step completed without errors? | Notes |
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2.3 Match two publications
2.3.1 Find the duplicate records
Scroll down the list of Claimed (Mine) publications to find two publications with the same title:
“PROPOSED INSCRIPTION FOR THE STATUE OF DARWIN”
2.3.2 Join the matching records
Click on the ‘Add to workspace’ icon within the tool bar for each version of the publication (this icon shows a paper ticket and a green ‘plus’ symbol).
At the top of the page, click on the number next to the workspace icon to view your workspace. This will now contain both versions of the publication.
Check the box in the header bar for each publication, then click the ‘Join' button from the ‘Useful actions’ area at the top of the workspace page.
The system will then show a possible error, asking which of the links to authors you wish to retain. Check both boxes relating to Charles Darwin, then click to finish the process.
The publications will be joined together.
Check the joining process has worked correctly by returning to ‘Publications’ via the main ‘My Elements’ menu and checking that only one version of the publication is shown.
Step completed without errors? | Notes |
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2.4 Set preferred source
Continuing to look at the ‘Proposed inscription’ publication, click on the ‘Data sources’ tab within the publication listing.
Two data sources should be shown on this tab.
Click on the star icon next to the manual details to change the preferred source for this publication.
Click on the ‘Summary’ tab and the source for the publication should now be shown as manual, with a cog wheel symbol at the bottom right of the listing.
Step completed without errors? | Notes |
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2.5 Split a publication with two sources
2.5.1 Find the record
Return to the Claimed (Mine) publications listing and scroll through the records.
A publication with the following title should be visible:
“Symbols and nomenclature.”
The publication should have two data sources showing in its ‘Data sources’ tab.
2.5.2 Split the chosen record into separate ‘Manual’ and ‘PubMed’ records
Click on the ‘Data sources’ tab for this publication, then click on the blue ‘Split’ icon next to either of the data source listings.
Click ‘OK’ to the message that asks if you are sure you want to split the publication.
This will return you to the Claimed (Mine) publications’ view, where the publication will appear twice, with a separate record for each data source.
Step completed without errors? | Notes |
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2.6 Change a Claimed (Mine) publication to Rejected (Not Mine)
Now delete the ‘Manual’ version of the split paper (‘Symbols and nomenclature’) by clicking on the red cross in the header bar for the record.
The record will disappear from the Claimed (Mine) view.
Change the view by clicking on the 'Not Mine‘ tab to show declined publications.
The ‘Manual’ version of the paper should now appear in the list of Rejected (Not Mine) publications.
Step completed without errors? | Notes |
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2.7 Amend a publication by adding manual details
2.7.1 Find the record
Return to the list of Claimed (Mine) publications by clicking on the 'Mine' tab on the My Publications page and scroll through the list of publications.
A publication with the following title should be visible:
“A biographical sketch of an infant.”
2.7.2 Add manual details
Click on the ‘Add manual record’ icon in the header bar for the publication, and make the changes indicated.
ADD MANUAL DETAILS as follows:
Add Author URL: https://www.darwinfulltext.com
Change Journal Article Type to: Rapid Communication (using the check boxes at the top of the page)
Save the changes to the publication and a new manual record will be visible in the ‘Data sources’ tab for this publication.
2.7.3 Set the preferred source to ‘Manual’
Finally, click on the ‘Data sources’ tab and click on the star icon next to the manual details to set this as the preferred source.
Check that the manual record is now the preferred source by clicking on the ‘Summary’ tab. The source for the publication should now be shown as manual, with a cog wheel icon at the bottom right of the record.
Step completed without errors? | Notes |
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2.8 Check the history of your amended publication
Now, check the history of the changes made to the ‘Biographical sketch of an infant’ publication by clicking on the ‘History’ tab within the record.
The following events should be listed (with appropriate dates and times).
Manual source added. Manual source set as preferred for Mr Charles Darwin. Reporting date(s) updated.
Approved for Mr Charles Darwin.
Step completed without errors? | Notes |
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2.9 Add an institutional co-author to a publication
2.9.1 Find the record
Return to the Claimed (Mine) publications tab and scroll through the list of publications.
A publication with the following title should be visible:
“Can man control his numbers?”
2.9.2 Add an institutional co-author
Click on the ‘Organisation users’ tab in the publication record, then start to type ‘Newton I’ into the search box labelled ‘Add Organisation user’.
The system will look through the users of the system and display a list of matching names at the bottom of the page.
Click on the blue ‘plus’ sign next to the name ‘NEWTON, Isaac’ in this list.
Isaac Newton’s name will be added to Darwin’s in the list of authors on this tab, and the approval status of the publication for Newton will be shown as ‘pending’.
Step completed without errors? | Notes |
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3. Set a delegate
Having amended Charles Darwin’s publications, the final step is to set a delegate who will then be able to log in and impersonate Charles Darwin in the next part of the testing process.
3.1 Set a Delegate for Charles Darwin
Click on ‘Home’ in the main menu, then on ‘Account Settings’ in the navigation menu at the top of the page. This will take you to the 'Settings' page.
Start typing ‘Newton’ in the 'Add delegate' name field and a drop-down menu will be populated with matching names. Click on ‘NEWTON, Isaac’ in this list and then on the blue ‘plus’ button once he is selected.
Isaac Newton’s name will then be shown as a delegate for Charles Darwin in the bottom section of the page.
Click on ‘Save’ to confirm the addition and finish the process.
Step completed without errors? | Notes |
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UAT C. Isaac Newton
Testing the full range of functions within Symplectic Elements is important before you release it to your users.
In addition, these tests form the basis of your institution’s formal acceptance of the system from Symplectic Limited, and should be carried out as soon as Symplectic Elements has been fully installed.
This document, along with the others in this series, will check the functions within Symplectic Elements are working correctly within your institution.
The following steps will test the functioning of the system from the point of view of test user ‘Isaac Newton’.
1. Claim and reject publications
These steps will check the login process using an internal password, and then claim and reject functions for publications found by the search of an online database.
1.1 Log in as Isaac Newton
Go to the correct address for the Symplectic Elements system within your institution and type in these user credentials:
User: inewton
Password: principia
You should see Isaac Newton’s home page, indicating that there are 26 publications awaiting approval.
Note: occasionally people with the name ‘I Newton’ will publish new items within PubMed, so a very slightly higher number is still normal.
Step completed without errors? | Notes |
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Testing the full range of functions within Symplectic Elements is important before you release it to your users.
In addition, these tests form the basis of your institution’s formal acceptance of the system from Symplectic Limited, and should be carried out as soon as Symplectic Elements has been fully installed.
This document, along with the others in this series, will check the functions within Symplectic Elements are working correctly within your institution.
The following steps will test the functioning of the system from the point of view of test user ‘Charles Darwin’.
1.2 Claim (Mine) and Reject (Not Mine) publications
Click on ‘Publications’ in the main ‘My Elements’ menu, then go to ‘Pending’ by clicking the ‘Pending’ tab.
You will see a list of publications with a range of tool buttons above each one.
Claiming (Mine) a publication is done by clicking on the checkmark ('Claim this publication') button. Rejecting (Not Mine) a publication is done by clicking on the red cross button.
Carry out these actions for the following publications, as indicated.
CLAIM (Mine) these publications:
Stereophotogrammetric analysis of changes in body volume associated with the induction of anaesthesia. Br J Anaesth 59, 1987
Megakaryocytic development in liquid cultures of cryopreserved leukocyte stem cell concentrates from chronic myelogenous leukemia patients. Exp Hematol 15, 1987
Determination of critical pollutant levels in wild populations, examples from organochlorine insecticides in birds of prey. Environ Pollut 55, 1988
Rodenticides in British barn owls. Environ Pollut 68, 1990
Trends in organochlorine and mercury levels in Gannet eggs. Environ Pollut 63, 1990
The cytoskeleton of stromal cells from human bone marrow cultures resembles that of cultured smooth muscle cells. Exp Hematol 18, 1990
The separation of human cord blood by density gradient does not induce a major loss of progenitor cells. Bone Marrow Transplant 9, 1992
REJECT (Not Mine) these publications:
Long-term trends in organochlorine and mercury residues in some predatory birds in Britain.Environ Pollut 79, 1993
Toward cord blood banking: density-separation and cryopreservation of cord blood progenitors. Exp Hematol 21, 1993
The effect of temperature on spontaneous action potential discharge of the isolated sinus venosus from winter and summer plaice (Pleuronectes platessa). J Exp Biol 198, 1995
As you click on the appropriate button for each publication, it will disappear from the ‘Pending’ list.
IGNORE all remaining publications, leaving them in the ‘Pending’ list.
Step completed without errors? | Notes |
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1.3 Check Claimed (Mine) and Rejected (Not Mine) publications
1.3.1 Sort and check Claimed (Mine) publications
Check that the publications have been dealt with correctly by changing the tab for the publications list to Claimed (Mine).
Then check the publications you have just Claimed (Mine) are in the listing:
The separation of human cord blood by density gradient does not induce a major loss of progenitor cells. Bone Marrow Transplant 9, 1992
The cytoskeleton of stromal cells from human bone marrow cultures resembles that of cultured smooth muscle cells. Exp Hematol 18, 1990
Rodenticides in British barn owls. Environ Pollut 68, 1990
Trends in organochlorine and mercury levels in Gannet eggs. Environ Pollut 63, 1990
Determination of critical pollutant levels in wild populations, examples from organochlorine insecticides in birds of prey. Environ Pollut 55, 1988
Megakaryocytic development in liquid cultures of cryopreserved leukocyte stem cell concentrates from chronic myelogenous leukemia patients. Exp Hematol 15, 1987
Stereophotogrammetric analysis of changes in body volume associated with the induction of anaesthesia. Br J Anaesth 59, 1987
1.3.2 Check Rejected (Not Mine)
Now change the tab to ‘Not mine' and check the three publications you have just rejected are visible in the listing.
Among others, these publications should be visible:
Long-term trends in organochlorine and mercury residues in some predatory birds in Britain. Environ Pollut 79, 1993
Toward cord blood banking: density-separation and cryopreservation of cord blood progenitors. Exp Hematol 21, 1993
The effect of temperature on spontaneous action potential discharge of the isolated sinus venosus from winter and summer plaice (Pleuronectes platessa). J Exp Biol 198, 1995
Step completed without errors? | Notes |
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2. Edit publications
These steps will test a range of additional functions, including adding new details to publications, matching a pair of publications and approving a co-authorship.
2.1 Match two publications
2.1.1 Find the duplicate records
Change the filter for the publications list back to Mine tab and scroll down the listing.
Two publications with the same title should be visible (these may be found on page two of the listing):
“Five years of progress in the Hong Kong health services.”
2.1.2 Join the matching records
Click on the ‘Add to workspace’ icon within the tool bar for each version of the publication (this icon shows a paper ticket and a green ‘plus’ symbol).
Then, at the very top of the page, click on the number next to the workspace icon to view your workspace. This will now contain both versions of the publication.
Check the box in the header bar for each publication, then click the ‘Join' button from the ‘Useful actions’ area at the top of the workspace page.
The system will then show a possible error, asking which of the links to authors you wish to retain.
Check both boxes relating to Isaac Newton, then click ‘go’ to finish the process.
The publications will be joined together.
Check the joining process has worked correctly by returning to ‘Publications’ via the main ‘My Elements’ menu and checking that only one version of the publication is shown.
Step completed without errors? | Notes |
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2.2 Set preferred source
Continuing to look just at the ‘Hong Kong’ publication, click on the ‘Data sources’ tab within the publication listing.
Click on the star icon next to the manual data source to change the preferred source for this publication.
Click on the ‘Summary’ tab and the source for the publication should now be shown as ‘Manual’, with a cog wheel icon at the bottom right of the listing.
Step completed without errors? | Notes |
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2.3 Amend a publication by adding manual details
2.3.1 Find the record
Return to the Mine tab and scroll through the listing.
A publication with the following title should be visible:
“Rodenticides in British barn owls.”
2.3.2 Add manual details
Click on the ‘Add manual record’ link in the header bar for the publication identified above, and make the changes indicated.
ADD MANUAL DETAILS as follows:
Change Journal Article Type to: Review (using the check boxes at the top of the page)
Move author ‘Wyllie, I’ to the end of the list of authors by dragging and dropping their name into the appropriate place using the ‘move’ icon to the left of the author list.
Save the changes to the publication and a new manual record will show in the ‘Data sources’ tab for this publication.
Finally, click on the ‘Data sources’ tab and click on the star icon next to the new manual listing, in order to make the new manual record the preferred source.
Step completed without errors? | Notes |
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2.4 Check the history of your amended publication
Now, check the history of the changes made to the ‘Rodenticides in British barn owls’ publication by clicking on the ‘History’ tab within the record.
The following events should be listed (with appropriate dates and times).
Manual source added. Manual source set as preferred for Professor Isaac Newton. Reporting date(s) updated.
Approved (Mine) for Professor Isaac Newton.
Step completed without errors? | Notes |
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2.5 Approve a co-authorship set by an institutional colleague
2.5.1 Find the record
Return to the publications listing and change the tab to ‘Pending’.
A publication with the following title should be visible within the pending publications list:
“Can man control his numbers?”
2.5.2 Check and claim co-authorship
Click on the ‘Organisation users’ tab in the publication record and you should see details showing that Charles Darwin has claimed (Mine) this publication and that, for Isaac Newton, the publication is ‘pending’.
Click on the Claim button (the green tick) in the header bar for the publication to approve Isaac Newton’s co-authorship of this publication.
2.5.3 Check new paper in Claimed (Mine) listing
Change the publications listing tab back to 'Mine' and check that the approval of this paper has been dealt with correctly.
The paper ‘Can man control his numbers?’ should now be shown in this listing.
Step completed without errors? | Notes |
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3. Impersonate another user
In the previous part of these acceptance tests, Charles Darwin should have set up Isaac Newton as a ‘delegate’, enabling Isaac Newton to log in, ‘impersonate’ Charles Darwin and make changes to his publications on his behalf.
This section will test that the impersonation functions are working correctly.
3.1 Impersonate Charles Darwin
Click on ‘Home’ in the main menu, then on ‘Impersonate Another User’ in the sub-menu that appears.
Under the heading ‘Manage publications for another user’, only one name should be listed: that of Charles Darwin.
Click on the name and you will be taken to Charles Darwin’s home page, which will include a message at the top of the page showing that you are impersonating him.
Step completed without errors? | Notes |
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3.2 Claim (Mine) and Reject (Not Mine) publications for Charles Darwin
While impersonating Charles Darwin, click on ‘Publications’ in the main ‘My Elements’ menu, then set the tab for the publications list to ‘Pending’.
You can now claim and reject a range of publications for Charles Darwin’s records.
3.2.1 Claim (Mine) and Reject (Not Mine)
Click on ‘Publications’ in the main ‘My Elements’ menu and change the tab for the publications list to ‘Pending.
You should be able to see the following articles in the ‘Pending’ list. Approve (Mine) or decline (Not Mine) them, as indicated.
CLAIM (Mine) this publication:
Is depression associated with microvascular disease in patients with type 2 diabetes? Depress Anxiety 25, 2008
REJECT (Not Mine) this publication:
Gray matter prefrontal changes in type 2 diabetes detected using MRI. J Magn Reson Imaging 27, 2008
The publications will disappear from the ‘Pending’ listing, and a message will appear at the top of the page indicating when each command has been carried out.
3.3.2 Check the Claimed (Mine) publication
Check that the publication has correctly appeared by returning to the claimed (Mine) listing for Charles Darwin by changing the tab for the publications list to 'Mine' then clicking on ‘Go’.
This publication should be visible in the list that appears:
Is depression associated with microvascular disease in patients with type 2 diabetes? Depress Anxiety 25, 2008
Step completed without errors? | Notes |
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3.3 Stop impersonating Charles Darwin
Now go back to editing Isaac Newton’s records by clicking on the cross next to the message ‘You are currently impersonating Mr Charles Darwin’ at the top of the page.
A message will be posted at the top of the page indicating you are no longer impersonating another user. Return to Isaac Newton’s home page, which should now indicate that there are 15 pending publications in his records.
Step completed without errors? | Notes |
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UAT D. Admin Users
Testing the full range of functions within Symplectic Elements is important before you release it to your users.
In addition, these tests form the basis of your institution’s formal acceptance of the system from Symplectic Limited, and should be carried out as soon as the system has been fully installed.
This document, along with the others in this series, will check the functions within Symplectic Elements are working correctly within your system.
The following steps will test the functioning of the system from the point of view of a range of administrative users: a library user, a group administrator, a research manager and a statistician.
These test users were all created during the test of the system administration functions in document A of this series.
1. Library user
These steps will check the functions available to users of the Verification module.
1.1 Log in as Library Staff
Go to the correct address for the Symplectic Elements system within your institution and type in the following user credentials:
User: librarystaff
Password: librarystaff1
You should see the user’s home page, which will indicate that searching of the online databases is switched off for the user.
Step completed without errors? | Notes |
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1.2 Impersonate Charles Darwin
In order to check publications, you must first impersonate the relevant user.
Click on ‘home’ in the main menu, then on the option ‘impersonate’ in the sub-menu.
All members of the main, top-level group will be shown.
Click on Charles Darwin’s name within this list and you will be taken to his home page, which will include a message at the top of the page indicating you are impersonating him.
You may need to click on ‘D’ in the index to find the right user if there are a lot of users already in your Symplectic Elements system.
Step completed without errors? | Notes |
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1.3 Make changes to the status of the publications
1.3.1 Change publications to ‘Verified’ status
Click on ‘publications’ within the main ‘my elements’ menu and you will see a list of Charles Darwin’s approved (Mine) publications.
Some of these items (those which have had manual details added) will have the status ‘Unverified’ indicated with a red button in their header bars.
Change the status of the following publications to ‘Verified’ by clicking on this red button and choosing ‘Verified’ from the drop-down menu that appears. Then click on ‘save’ next to the drop-down menu to confirm each change.
The red ‘Unverified’ buttons will be replaced with green ‘Verified’ buttons.
Make these publications ‘Verified’:
PROPOSED INSCRIPTION FOR THE STATUE OF DARWIN.
Source of the cosmic rays.
Crystal structure of the dimer of parabromonitrosobenzene.
A biographical sketch of an infant.
Step completed without errors? | Notes |
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1.3.2 Set a publication with the status ‘Cannot verify’
Change the status of the following publication to ‘Cannot verify’, choosing the new status from the drop-down menu and clicking on ‘save’.
Can man control his numbers?
The status will change and the red ‘Unverified’ button will be replaced with a grey ‘Cannot verify’ button.
Step completed without errors? | Notes |
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1.3.3 Set a publication with the status ‘Queried’
The final unverified publication (the book ‘Voyage of the Beagle’) needs to be put in ‘Queried’ status.
Choose the status ‘Queried’ from the drop-down menu and then click on ‘save’. The red ‘Unverified’ button will be replaced with a purple ‘Queried’ button.
Step completed without errors? | Notes |
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1.3.4 Check the History tab
Now, click on the ‘History’ tab for the ‘Voyage of the Beagle’ publication and check that it now contains the following item (with an appropriate date and time), showing the change you have just made while logged in as ‘Library Staff’.
Verification set to: Queried
Logged at 16:20 on 23 Nov 2009 by Mr Library Staff
Step completed without errors? | Notes |
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2. Primary Group Administrator
These steps will check the functions available to a user who has been given administrative rights over the group ‘Test Group’.
2.1 Log in as Group Administrator
Go to the correct address for the Symplectic Elements system within your institution (or logout to return to the login page) and type in these user credentials:
User: groupadmin
Password: groupadmin1
You will see the user’s home page, which will indicate that searching of the online databases is switched off for the user.
At the bottom of the page, an additional area will indicate that the user has a role as the ‘Administrator’ for the group ‘Test Group’.
The user will also have access to ‘administration’ in the main menu at the top of the page.
Step completed without errors? | Notes |
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2.2 Edit the Test Group
2.2.1 Access the group
Click on ‘administration’ in the main menu, then on ‘groups’ in the sub-menu that appears.
You will see a page with your institution’s organisational structure displayed.
The group ‘Test Group’ will be shown at the top level of this structure beneath the top-level group, and should be the only group which does not have a padlock symbol.
Click on the name of the group, and you will be taken to a page showing its details, including a list of users with administrative access.
These administrators will include yourself (Group Administrator) as well as any users in your institution who have been given admin roles for the top-level group.
These users ‘inherit’ the right to edit your group because it is a sub-group of this top-level group.
2.2.2 Change the group name
At the top of the details page for Test Group, change the name of the group to ‘Test Group A’ and click on ‘save’.
The message ‘Group updated’ should appear at the top of the page.
Step completed without errors? | Notes |
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2.2.3 Create a new Research Manager
Now assign a new user to an administrative role for your group.
At the bottom of the details page for Test Group A (as it is now called) choose ‘Research Manager’ from the list of roles and then start to type ‘Darwin’ into the name field.
Charles Darwin should appear in the drop-down list. Select him then click on the plus sign to add him as a Research Manager for the group.
His name will then appear in the list at the bottom of the page, showing people who have the role Research Manager.
Step completed without errors? | Notes |
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2.2.4 Create a sub-group
Finally, the Group Administrator should test their ability to create a sub-group of the Primary Group ‘Test Group A’.
To do this, remain on the group details page and click on the link ‘Create a sub-group underneath this group’, found at the top of the page.
You will be taken to a new page where you should add the following details for your new group:
Group Name: Test sub-group
Description: test sub-group
Membership model: Manual (choose from the drop-down menu)
Click on ‘add’ and your group will be created. You will be taken to the new ‘group details’ page for the sub-group.
Finally, check that the group has been created correctly underneath Test Group A in the hierarchy by clicking on ‘administration’ in the main menu, then on ‘groups’ in the sub-menu and expanding the view of Test Group A (click on the plus sign next to it in the tree) to view the new sub-group.
Step completed without errors? | Notes |
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3. Research Manager
Users with the role Research Manager for a group are able to impersonate all members of that group in order to help with the management of their records.
These steps will test these functions for the user ‘Research Manager’.
3.1 Log in as Research Manager
Go to the correct address for the Symplectic Elements system within your institution (or logout to return to the login page) and type in these user credentials:
User: researchmanager
Password: researchman1
You should see the user’s home page, which will indicate that searching of the online databases is switched off for the user.
At the bottom of the page, an additional area will indicate that the user has a role as a ‘Research Manager’ for the group ‘Test Group A’.
The user will also have access to ‘administration’ in the main menu at the top of the page.
The option ‘impersonate’ will also appear in the ‘home’ sub-menu.
Step completed without errors? | Notes |
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3.2 Impersonate user ‘Isaac Newton’ and edit his recordS
3.2.1 Access the list of users you can impersonate
Click on ‘impersonate’ in the ‘home’ sub-menu, and check that the following names appear on a list (this is all five members of the group ‘Test Group A’).
ADMINISTRATOR, Group (groupadmin)
ADMINISTRATOR, Stats (statistician)
DARWIN, Charles (cdarwin)
NEWTON, Isaac (inewton)
STAFF, Library (librarystaff)
3.2.2 Impersonate Isaac Newton
Click on Isaac Newton’s name in the list on the ‘impersonate’ page.
You will be taken to a copy of his ‘home’ page, on which you will see a boxed message indicating that you are now impersonating this user.
3.2.3 Approve a publication for Isaac Newton
While impersonating Isaac Newton, access his list of pending publications, either via the alert box at the top of the home page, or by clicking on ‘publications’ in the ‘my elements’ sub-menu’ and then setting the filter for the list to ‘Pending’.
You will see a list of publications awaiting approval.
Click on the ‘approve’ toolbar button (a green tick) to approve the following publication:
Age-dependent diet choice in an avian top predator. Proc Biol Sci 273, 2006
The publication will disappear from the list of pending publications.
3.2.4 Check the publication is in the approved (Mine) list
Now change the tab for the publications list to ‘Mine’ and check that the publication has been successfully put into the approved (Mine) section of Isaac Newton’s records.
Step completed without errors? | Notes |
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4. Statistician
The user ‘Stats Administrator’ has access to the Citations and Statistics module to analyse the group ‘Test Group A’.
This section will test whether these reporting functions are working correctly for this user.
4.1 Log in as Stats Administrator
Go to the correct address for the Symplectic Elements system within your institution (or logout to return to the login page) and type in these user credentials:
User: statistician
Password: statsadmin1
You should see the user’s home page, which will indicate that searching of the online databases is switched off for the user.
At the bottom of the page, an additional area will indicate that the user has a role as a ‘Statistician’ for the group ‘Test Group A’.
The user will also have access to ‘administration’ and ‘reporting’ in the main menu at the top of the page.
Step completed without errors? | Notes |
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4.2 Download a report for the Test Group A
Click on ‘reporting’ in the main menu, and then choose ‘reports’ from the sub-menu that appears.
You will be taken to the main report download page and will see a copy of the organisational tree. The group ‘Test Group A’ should be the only sub-group of the top level group with a checkbox next to it.
Download a report showing a simple list of approved (Mine) journal publications for this group by choosing the following options and then clicking on ‘go’ at the bottom of section 4.i.
Section 2:
Check the box next to the group name ‘Test Group A’
Section 4.i:
Choose ‘Publication’ from the ‘Elements’ drop-down menu
Choose ‘Journal article’ from the ‘Type’ drop-down menu
Choose ‘Simple rows’ from the ‘Return’ options
A dialogue box will open asking you what you want to do with the file. Choose to open the CSV file using Excel or another suitable spreadsheet program.
You will see a list of approximately 35 publications by the authors Newton and Darwin (the only academic members of this group).
Step completed without errors? | Notes |
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4.3 Look at the group statistics
Now click on ‘group stats’ in the ‘reporting’ sub-menu to see the group statistics page.
Check the box next to the name of ‘Test Group A’ in the ‘Select groups’ area of the page, then select start and end dates for the statistics.
Enter the following dates:
Date 1: 01 Jan 1990
Date 2: 01 Jan 2009
Finally, click on ‘go’ to see the statistics for this group.
Statistical information, consisting of four charts and two tables will appear at the bottom of the page.
Only the first of the four charts will be populated with data.
This is because the information for these charts is obtained from the Web of Science database, and searching this database has been turned off for the test users. However, the first chart will display data showing recent publications.
At the bottom of the page, a data table showing the number of publications per year and a table showing the highest rated journals in the records for the group will also be populated with data.
Two other downloads are also normally available at the bottom of the page. These are MS Excel documents showing the authors in the group by number of citations and the most highly cited papers. However, as these also depend on data from Web of Science, these will be shown as not available for this test group.
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4.4 Look at comparative statistics
Now click on ‘comparative stats’ in the ‘reporting’ sub-menu.
You will see four separate areas where you can choose users or groups for comparison.
Using the two ‘user’ options at the top of the page, type ‘Darwin’ into the first name field (in section 1.1), select Charles Darwin in the drop-down menu, then click on the plus sign to add this user to the first comparison group.
Now type ‘Newton’ into the second name field (in section 1.2), choose Issac Newton in the drop-down menu and click on the plus sign to add this user to the second comparison group.
Click on ‘go’ and the bottom section of the page will open up, populated with four charts showing a comparison between these two users.
Again, only the first chart will be populated (showing the number of publications per year from 1996 to date) because the other charts depend on data obtained from the Web of Science online database.
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5. Other (Optional)
The following are suggested tests and should be executed if you intend to use these features as part of your Production rollout
5.1 Profiles - CV's
Confirm with your system administrator that CV functionality is installed and has been enabled.
Log in and select the 'Profile & CV' tab for a selected user
Attempt to create and download a copy of the user's profile in CV form
Verify that the data within the CV is as expected
Note that if the tab indicates 'Profile' only then CV is not enabled in your current deployment
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5.2 Repository Management
Confirm with your system administrator that your Elements installation and your user is configured to allow depositing of publications to a document repository such as DSpace, EPrints or Fedora.
Select Elements > Publications and select the 'Mine' tab
Find a publication that has not been deposited (Filter using the repository status field if needed)
Select the 'Go to deposit page' icon for a publication and verify you are taken to the deposit page
Upload a document and progress to the point where the 'Deposit my publication' button is now enabled
Click the deposit button and then verify with whoever manages the test repository that your publication has been successfully deposited and that file was uploaded as expected
It is strongly suggested that this test is repeated for each document repository system to be supported as part of the rollout
Step completed without errors? | Notes |
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