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Information on this page will apply applies to Kuali OLE, Milestone Release 0.8. This page serves as a place holder

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Test-driving OLE

Please refer to the 0.6 Milestone Release for test-driving OLE.

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Documentation divided by SME Team

Please see the sandbox for additional information about structuring documentation.

Select and Acquire

Section

Plan to include

Notes

User documentation complete

Link to Technical and/or Release Documentation

Guide to PURAP

Carry over from 0.6, added KFS documentation, modified roles and workflows, non-serial receiving

Uploaded pre-draft to sandbox - merged with KFS documentation, includes notes for updates

 

S & A Documentation Overview with PURAP placeholders

Guide to CoA

Carry over from 0.6, added KFS documentation, modified roles and workflows, sufficient fund check/managing funds

Uploaded pre-draft to sandbox - merged with KFS documentation, includes notes for updates

 

OLE Chart of Accounts & Financial Infrastructure

Guide to Vendor

Carry over from 0.6, added KFS documentation, modified roles and workflows

Uploaded pre-draft to sandbox - merged with KFS documentation, includes notes for updates

 

 

Guide to Ingest

Carry over from 0.6, changes in profiles and order types, bib overlay

Uploaded pre-draft to sandbox

 

OLE Ingest

Guide to Licensing

Compare new license contracts, document negotiations, license requests, etc. to be stored in the DocStore

Guide to Licensing template in sandbox

KG uploaded full 0.8 Licensing draft to sandbox 10/22

OLE Licensing & Electronic Resource (MER) Documentation

Deliver Services

Section

Plan to include

Notes

User documentation complete

Link to Technical and/or Release Documentation

Guide to Patron

Patron ingest and search, maintenance

Uploaded template to sandbox

 

OLE Patron Technical Specifications

Circulation

Basic Circulation features: check in and out, renew, requests, etc.

Included with Patron

 

OLE Circulation (DELIVER) Documentation

Describe / Editor

Section

Plan to include

Notes

User documentation complete

Link to Technical and/or Release Documentation

Guide to Docstore

Carry over from 0.6, Bibs, Instances and Items, better search functionality, importing single bibs, modifying the instance

Uploaded pre-draft to sandbox

 

OLE Cataloging (DESCRIBE) Documentation
OLE DocumentStore

Guide to Docstore

Bibs, Instances and Items and their editors

Included in the DocStore guide sandbox

 

OLE Cataloging (DESCRIBE) Documentation

Systems Integration and Data Services

Item

Section

Notes

Link to Technical and/or Release Documentation

Data integration with DocStore

Guide to DocStore will need some write-up?

Otherwise, in release/technical documentation - will need to be sure it is updated

Data integration with SRU/Z39.50

Guide to Patron and Circulation will need some write-up?

Otherwise, in release/technical documentation - will need to be sure it is updated

OLE z39.50 Technical Specification

Patron-specific information configuration with KIM

Guide to Patron will need some write-up?

Otherwise, in release/technical documentation - will need to be sure it is updated

 

Query services

Guide to Patron and Circulation will need some write-up?

Otherwise, in release/technical documentation - will need to be sure it is updated

 

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Test-driving OLE 0.6

  1. Log into KIS
  2. Use the Driver's Manual and other documentation available on this wiki to test functionality or go directly to

KIS Login

To guarantee access to all OLE materials and attached files, it is recommended you be logged into KIS.

  1. Current KIS user? Check that you are logged in via the top right corner of this screen. If you see your name, you are logged in. If not, click the "log in" link.
  2. New to Kuali? Setup your account - it's easy and fast, and only requires your name and email address to get started immediately. You can then access information on other Kuali projects thru this wiki, Google Docs or even Jira.
  3. KIS credentials are NOT required to access our Wiki Pages or the DEMO drive of OLE.

Driver's Manual

(info) If you have any trouble accessing the Driver's Manual, please check your browser settings for PDF handling, or simply right click on any of the links to save locally and review. Opening the main Driver's Manual document locally in Adobe Acrobat also provides all PDF bookmarks for easy document navigation.


  1. See the Overview Documents for big picture functionality of each module.
  2. See the Guides for specifics and How-tos of Interfaces and E-Documents

Select and Acquire

Describe

Deliver

Additional Resources

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Demo and Installation

(info) The help icons, that appear next to some fields (see image on right), are not functioning for OLE 0.6. If selected, you will only receive an error message at this time.

Feedback

Run into a problem in the Test Drive? You may report it using the Provide Feedback link in the upper right corner of the screen:

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See Reporting an Issue in OLE for assistance in creating Jira tickets.

 

Release Documentation

Release Documentation:
OLE Release Documentation