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High level requirements overview of OLE modules. Use for reference only. Will be modified or extended with Roadmap or Jira. |
Library
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Acquisitions
(Select/Acquire): Libraries Select, Acquire/Order, Receive, and Pay for new library materials, using and reporting to account/"fund" structures and Budgets (budget construction is external to OLE). There are variations in the source of requests or orders, Order Types, Payment Methods/schedules. Libraries require Foreign Currency and may pay multiple PO's on single Invoice. Serials and Electronic resources (material format) will have different workflows and receiving requirements. See Model
Library Cataloging
(Describe/Manage): Libraries must create detailed records that describe the library materials they own, lease, or access---during initial cataloging, maintenance, and updating over the "thing's" lifecycle. Cataloging activities or records may be initiated by Acquisitions staff and workflows. Often, "technical services" departments are responsible for prepping materials for the library- which includes creating Bibliographic, Holding, Item, and Authority records; plus actions in Shelf Prep, Bindery, Archiving, gift/Bookplating, special handling/special collections. SerialsSee Model.
Library Circulation
(Deliver): Libraries purchase and catalog materials for the sole purpose of making those items available to Patrons via circulation. Circulation policies are created based on time periods, borrower type, item availability, policy/rules, circ desks, locations, etc. Circulation activities can include checkout/checkin, Fast-Add cataloging, My Account Patron functions, fines, patron notifications, slip printing, patron or system requests/holds, Course Reserves, InterLibrary Loans. See Model.
Electronic Resources Management- ERMS
(MER): variation to all of above that requires specialized negotiations/licensing agreements and workflows, purchasing, activation, pre-payment and access/cataloging for materials available electronically from 3rd party. Access for patrons is via Discovery Layer (library website). Staff have to monitor access issues (technical, bad URLs for patrons) and terms (changes in agreements, addendums that can affect cost, access).
Common OLE Terms:
OLE Glossary- https://wiki.kuali.org/display/OLE/OLE + Glossary
Ingest/Load/Import/Overlay: Bringing records into OLE electronically, either for docstore/cataloging records, or acquisitions/financial data. Can be a straight load-replace-create new, or require complex Ingest/overlay profiles to identify records to "match-n-merge".
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