Organizing User Stories

User Stories Related to the Broader Task

Edit entity and link to URI

• As a cataloger, I want to edit an entity (e.g. work, instance, etc.) and add a link to an URI from an external authoritative sources (e.g. LCNAF, OCLC FAST, etc.). (c-1)

Edit entity and display a label from an external authority

• As a cataloger, I want to edit an entity (e.g. work, instance, etc.) and display a label from an external authoritative sources (e.g. LCNAF, OCLC FAST, etc.). (c-2)

User Stories Related to Searching

Left anchor search

• As a cataloger, I want to start typing a known external authoritative label and get the URI from the external authority linked to the entity being edited.  This is left anchored type-ahead. (c-4)
• As a cataloger, I want to start typing a known variant external authoritative label and get the URI of the authoritative label linked to the entity being edited. (c-5)

Exact match search

• As a cataloger, I want to be able to enter the exact external authoritative label and get the URI from the external authority linked to the entity being edited.  This applies when there is a unique authoritative term. (c-3)
• As a cataloger, I want to determine whether the entity I'm searching for doesn't exist in the authoritative source that I'm searching. (c-28)

Keyword search

• As a cataloger, I know some keywords, other attributes related to the entity that are not in the primary or variant label (e.g. occupation, resource type, etc.), that will help me locate and select an authoritative entity. (c-12)

Advanced search

• As a cataloger, I want to be able to search for a broader term in a hierarchy and get a list of narrower terms from which to select.  NOTE: Some systems have seen performance issues in actual implementations.  Catalogers generally know what they are looking for. (c-8)
• As a cataloger, I want to type in the alternate identifier (e.g. Q label in wikidata, ISNI label, organization code etc.) and get the URI for those entities. (c-7)
• As a cataloger, I want to be able to specify in the search limiting results to a keyword in a particular field (e.g. an advanced search that passes in 'occupation includes humorist'). (c-22)

General search related

• As a cataloger, I want to choose how search results are returned (e.g. left anchored, keyword indexing rank, or as yet unknown approach) (c-16)

User Stories Related to Getting More Results

Step into broader or narrower terms

• As a cataloger, I want to be able to step into broader or narrower terms when the authority is hierarchical. (c-10)

Pagination

• As a cataloger, I want to be able to request additional search results if what I am looking for isn't visible in the current set of results displayed, e.g. I didn't get it in the first 10, so give me 10 more results (aka pagination). (c-24)

External search

• As a cataloger, when I am unable to find what I'm looking for in an authority lookup, I want to be able to search an authority source in an external site by clicking on a link to its native search UI. (c-11)

User Stories Related to Refining Results

Filtering

• As a cataloger, I want to be able to filter search results to a specific class type (e.g. a corporate name, person name, meeting name, etc.; manifestation, item, expression, etc.). (c-20)
• As a cataloger, I want to be able to filter on specific fields in the search results (e.g. occupation, resource format, agent, etc.)  This is a filter of results after they are returned similar to a facet. (c-21)
• As a cataloger, I want to be able to filter search results to a specific date range for a field on the authoritative entity (e.g. birth date, death date, etc.). (c-19)

User Stories Related to Accurate Selection

Additional context

• As a cataloger, I want to see contextual information (e.g. variant labels, occupation, birth date, etc.) about the search results that distinguishes it from other, similar-looking results, to help me to select the correct authoritative entity and to recognize false positives.  The context may be drawn from authoritative entities and real world object entities based on what is available in the authoritative data. (c-18)
• As a cataloger, I want to be able to see broader and narrower terms when the authority is hierarchical. (c-9)
• As a cataloger, I want additional information in the search that indicates that the term listed has a variant that matches the keyword typed. (c-6)

Relevant results

• As a cataloger, I want search results to contain highly relevant terms for my keyword search based on standard indexing approaches.  Actual relevancy is subjective. (c-13)
• As a cataloger, I want search results listed in rank order as determined by standard indexing approaches. (c-15)

Transparency

• As a cataloger, I want transparency in the approach for indexing to be clear.  (e.g. exact match on primary label, stemming, which fields are searched, etc.)  May vary between authorities. (c-14)
• As a cataloger, I want to see, for each entity that appears in results of my keyword search, which of the fields that were searched triggered its inclusion in those results.  (e.g. keyword was in the variant label, occupation, or descriptions instead of the primary label) (c-17)

Determine whether the entity doesn't exist

User Stories Related to Performance

Search results returned quickly

• As a cataloger, I want search results to be returned quickly, so that I can catalog efficiently, generally seen as sub-second results or some indicator that a longer search is being processed. (c-23)

Timeout gracefully

• As a cataloger, if a request fails, it should fail in a reasonable amount of time and reply gracefully providing a reason for the failure (e.g. Time Out, No Result Found, No Exact Match, etc.) (c-25)

User Stories Related to Data Management

Change management

• As a cataloger, I want information displayed in the editor UI to match the information in the authoritative source.  This primarily impacts editing and displaying of entities where the data in the authoritative data has changed (e.g. split, merged, renamed, deleted) to be sure that cataloged data remains accurate over time. (c-26)
• As a cataloger, I do not want authoritative data to be automatically updated when the data is changed in the authoritative source.  I want to control if and when that information is updated. (c-27)