Section

OLE

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4901

Check-out

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width	50%

Purpose

This space provides information, links and files that describes the technical architecture of OLE Circulation, workflows; metadata; policy, loans, etc.

We will continue to develop and modify the information as Kuali OLE continues to evolve.

Content

Table of Contents

Patron

Version	Jira#	Jira Description
0.8	OLE-3945	Need Cross-Reference between Proxy and Proxied Patrons
1.0	OLE-4899	Adjustments to Patron Search and Search Results
1.0	OLE-4110	Screen Display of Create New Patron
1.5	OLE-5549	Default Values on Patron Record
1.5	OLE-4653	Indicator on tabs if fields in the tab contain data
1.5	OLE-4744	Need to be able to see pending requests from the patron's loaned records display.
1.5	OLE-4263	Need ability to reactivate invalid patron barcodes
1.5	OLE-4225	Need to be able to differentiate between barcode invalidation reasons.
1.5	OLE-5620	Patron ID should not be first search option
1.5	OLE-5734	Cannot edit patron account if it has expired
1.5	OLE-5530	some input boxes in edit screen are not long enough to display information.
1.5	OLE-5553	Add Phone Number to Patron Search
1.5	OLE-5551	Make List of Items Currently Checked out Sortable
1.5	OLE-5531	Cannot search for patron by inactive barcode
1.5	OLE-4629	Patron Code Base Cleanup
1.5	OLE-5278	Patron screen behavior (edit)
1.5	OLE-5276	Patron screen behavior (view)
1.5	OLE-4784	Why are 'lost' items on the list of checked out items for Stephanie Sample?
	OLE-2697	My Account OLE API that will allow Integration with Discovery Services & ILL

Check

-In

Version

Jira#

Jira Description

Use Cases

Test Cases

Technical Design

Detailed Design

0.8

OLE-2757

04.06 Circulation Checkout

2

OLE-2993

Minimal Content for Slips, Notices, Bills (2284)

OLE-3652

Modify Delivercode to use Item UUID in place of the item bar code for internal references

1.5

Certain Deliver permissions should be 'bundled' for convenience

1.5

OLE-4470

Printing of routing and hold slips should not interrupt checkin of materials

1.5

OLE-4139

Changes to missing pieces, damaged and claims returned

OLE-2992

Damaged check-in (2148)

OLE-4127

Hyperlinks within deliver screens should be more noticeable.

OLE-2673

User alerts for resources available

Version	Jira#	Jira Description
0.8	OLE-2692	04.01 Circulation Check-In Spec
0.8	OLE-3252	Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records
1.0	OLE-4108	Proxy patron display in check out screen
1.0	OLE-4136	Patron screen that is accesible from check out should offer a link to editable patron record for authorized users
1.0	OLE-3682	Deliver Permissions Requirements
1.0	OLE-4096	checkout and check in issues for items returned with missing pieces
1.5	OLE-5619	On Item Change Current Borrower value to Patron's Barcode and make it hyperlink
1.5	OLE-4260	Check out of an item that is still charged and lost or overdue should warn operator of billing/problem
	OLE-6028	Deliver screens lack navigation
	OLE-4100	Check out notes

Patron

Check-In

3945Need Cross-Reference between Proxy and Proxied Patrons1.04110Screen Display of Create New Patron

Version	Jira#	Jira Description	Use Cases	Test Cases	Detailed Design
0.8	OLE-	2757	04.06 Circulation Checkout
1.0	OLE-4899	Adjustments to Patron Search and Search Results
2
	OLE-	2993	Minimal Content for Slips, Notices, Bills (2284)				1.5
OLE-5549	Default Values on Patron Record				1.5	OLE-4653Indicator on tabs if fields in the tab contain data3652	Modify Delivercode to use Item UUID in place of the item bar code for internal references
1.5	OLE-4744Need to be able to see pending requests from the patron's loaned records display.4901	Certain Deliver permissions should be 'bundled' for convenience
1.5	OLE-4263	Need ability to reactivate invalid patron barcodes
1.5	OLE-4225	Need to be able to differentiate between barcode invalidation reasons.
1.5	OLE-5620	Patron ID should not be first search option4470	Printing of routing and hold slips should not interrupt checkin of materials
1.5	OLE-5734	Cannot edit patron account if it has expired
1.5	OLE-5530	some input boxes in edit screen are not long enough to display information.
1.5	OLE-5553	Add Phone Number to Patron Search4139	Changes to missing pieces, damaged and claims returned
	1.5	OLE-5551	Make List of Items Currently Checked out Sortable
1.5	OLE-5531	Cannot search for patron by inactive barcode
1.5	OLE-4629	Patron Code Base Cleanup
1.5	OLE-5278	Patron screen behavior (edit2992	Damaged check-in (2148)
1.5	OLE-5276	Patron screen behavior (view)				1.5	OLE-4784	Why are 'lost' items on the list of checked out items for Stephanie Sample?4127	Hyperlinks within deliver screens should be more noticeable.
	OLE-2697	My Account OLE API that will allow Integration with Discovery Services & ILL	2673	User alerts for resources available

Patron Bill

Version	Jira#	Jira Description
0.8	OLE-3771	Allow a line item on a patron bill to be posted with "e" for "error".
0.8	OLE-4085	Patron Bill Review
1.5	OLE-5552	Add Sort Capability to Patron Bill Screen
1.5	OLE-5896	When more than one item is selected in Patron Bill, there needs to be a total amount value displayed.
1.5	OLE-5277	information in view item bill should include linked patron information
	OLE-2704	Send ILL overdues for unreturned items

Request

Version	Jira#	Jira Description
1.0	OLE-3830	Placing Hold Request on On-Order Item
1.0	OLE-4126	Add Patron Barcode Search to Request
1.0	OLE-5000	Make Paging and Copy Requests Automatic; Route as an FYI
1.5	OLE-3818	Allow Staff Operator to Edit Hold Expiration Date
1.5	OLE-4498	Rearrange Request Screen
1.5	OLE-4160	Modification to the workflow for Request Page/Hold
1.5	OLE-2750	04.29 Automated approval process for user extension to holds
	OLE-4204	Title level requests needed in addition to item level requests

Renew

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-5413	Remove Block for renewals prior to due date
1.5	OLE-3774	Block renew if the new due date/time precedes the current due date/time

Deliver Notices

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-5144	Must Select Adobe Reader Before Seeing Notice
	OLE-2995	04.07.01/04.08.01 Claims Returned

Calendar

Version	Jira#	Jira Description
1.5	OLE-5147	Change Circ Desk field label "Group Name" to "Calendar Group Name"
1.5	OLE-5381	Awkward Display on Calendar Needs Changes
1.5	OLE-5380	Calendar Exception Type Needs to be Defined Locally

Circulation Desk

Version	Jira#	Jira Description
0.8	OLE-3825	Create default values for circulation desk and location
0.8	OLE-3563	Circulation Desk as a Pickup Location
1.0	OLE-4371	Circulation Calendars
	OLE-3564	Circulation Desk tied to multiple locations
1.5	OLE-5412	Add Location data for Lehigh
1.5	OLE-4226	Need to be able to limit circulation by max number of a specific item type
1.5	OLE-5624	Add Persisted Circ Desk Mapping for ole-quickstart
	OLE-2649	04.11 Circulation (TBA- mini specs)
	OLE-2997	Offline Circulation

Column

width	70%

Panel

borderColor	#97A0A9
bgColor	#F8FCFF
titleBGColor	#F2F8FF
borderStyle	dashed

Circulation documentation

Page Tree

root	@self
expandCollapseAll	true
startDepth	3
searchBox	False

Version	Old Version 21	New Version 22
Changes made by	Palanivel Rajan	Palanivel Rajan
Saved on	Apr 01, 2014	Apr 01, 2014

Versions Compared

Key

-

Check-out

Purpose

Content

Patron

Check

Check-In

Patron Bill

Request

Renew

Deliver Notices

Calendar

Circulation Desk

Circulation documentation

Page Comparison

Versions Compared

Key

Purpose

Content

Patron

Check

-

Check-out

Check-In

Patron Bill

Request

Renew

Deliver Notices

Calendar

Circulation Desk

Circulation documentation