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idKuali OLE
Card
labelOverview
Section
 
Column
width50%
 
Info

https://jira.kuali.org/browse/OLE-2758 and related linked tasks

Description

This document describes the process of creating a serial receiving record in order to receive individual issues of a serial title.

E-Resource Record presents a single, unified view of all information related to acquisition of an individual electronic resource or group of electronic resources, including titles, payment, licensing, administrative, and contact information.

 

Card
labelDesign : Techinical

 Design Technical

The technical design document shall lay out the high level design of how the E-Resource Document and the E-Instancescan be created . The details laid out shall include the Wire-frames for User Interface design, Data Element Layout, including the logical Database Design, Component Specifications including artifacts such as Class Diagram, State Chart Diagrams, OJB.xml specifications and  Rules  information.

Service Design and Implementation
Screen Flow Diagram

Layout use cases based on the screen flows indicating navigation between different screens. 

Security
  • Roles

    1. OLE_Selector 

    2. OLE_Licenses 

    3. OLE_Acquisitions 

    4. OLE_Head 

    5. Collection Management 

    6. OLE_E-Resource 

    7. OLE_Cataloger 

    8. OLE_Circ_Staff 

    9. OLE_E-ResouceManager

  • Permissions

    1. Create, Edit, Delete, View E-Resource Records 

    2. Start Trial/ Licensing sub-workflow(s) 

    3. View E-Instance

    4. Edit E-Instance

    5. Relink E-Instance

    6. Restore E-Instance

    7. Delete E-Instance 


Component Design
  • OBJ.xml
  • State Chart Diagram
Service Contracts
Service Implementation
Card
labelProcess Diagram


  Work-flow Diagram

Class Diagram :

ER Diagram :

Data Model

User Story : E-Resource Record

Entity: OLE_E_RES_REC_T

 

 

 

Name 

 

Len 

 

Data Type

 

 

Input Type

 

 

Action Event

 

 

Validation 

Type

 

 

Tab Index

 

 

40 

 

 

    

OLE_E_RES_NM 

 

100 

        
   

Publisher of E-resource 

  
 
   
  

OLE_E_RES_REC_STAT_CD 

 

40 

 

varchar

     

current  status of the E-Resource 

 

 

  

 

 

 

 

 

Status change date 

 

 

       

show desired fund code for E-Resource at its creation, if one exists 

 

 

 

 

 

 
  

show desired vendor for E-Resource at its creation, if one exists 

 

 

 

 

 

 

 

      

40 

  

OLE_E_RES_REC_ORD_TYP_CD 

  

 

  

 

      

allows reporting of format types 

 

OLE_E_RES_REC_PCKG_TYP_CD 

 

   

 

 

PACKAGE_SCOPE 

 

40 

    

 

 
  

OLE_BRKBLE 

 

1 

      

 

 

 

 

 

  

 

 

OLE_E_RES_RECPUB_DISP_NTE

 

 

800

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

OLE_E_RES_RECRQSTR 

     

track who requested 

 

OLE_E_RES_REC_SELECTR 

 

40 

  

track who requested 

 

 

OLE_E_RES_REC_PRITY 

 

40 

 

 

 

 

 

 

 

makes possible prioritizing requests 

 

OLE_E_RES_REC_TECH_REQ 

 

 

 

to track notes about techincal restrictions 

 

OLE_TYP_OF_ACCS 

 

40 

 

 

 

 

  

OLE_NUMB_SIMULT_USR 

 

8 

 

 

     

OLE_AUTH_TYP 

      

 

 

OLE_ACSS_LOC 

   

 

     

 

 

LICENSE_NEEDED 

  

LICENSE_REQ_STATUS 

 

40 

     

 

 

 

  

ACTIVATION_STATUS 

     

 

Card
labelWireframes


 UI Wire-frames Design

Main Tab


Instance Tab


PurchaseOrder Tab


Licenses Tab


Event Log Tab


Search


E-Instance Create



Sample KRAD UIs

Main Tab


PurchaseOrder Tab


Licenses Tab


EventLog Tab


 

Card
labelData Model

 

Default Value

 

 

Remarks

 

OLE_E_RES_ID 

varchar

 

 

System Generated 

 

varchar

     

 

Title of the E-Resource

 

OLE_E_RES_DESC 

800 

varchar

Description of the E-Resource 

 

OLE_E_RES_PUBLISHER 

 

500 

 

varchar

 

 

OLE_E_RES_REC_GOKB_ID 

 

100 

 

varchar

   

used to update metadata from GOKb into OLE and also to link quickly out to GOKb UI for the package (Not Included in 1.0) 

OLE_E_RES_REC_ISBN

100 

 

varchar

   

provide easy access to view ISSN / ISBN if only one E-Instance is linked

 

 

OLE_E_RES_REC_STAT_DT 

 

 

date

 

OLE_E_RES_REC_PF_PRVDR 

 

250 

 

varchar

    

 

OLE_E_RES_REC_FD_CD 

 

40 

 

varchar

OLE_E_RES_REC_VND_CD 

 

250 

 

varchar

  

OLE_E_RES_REC_EST_PRC 

 

20 

 

decimal 

  

so all parties involved in assessing this E-resource for purchase have an idea of the likely price 

 

OLE_E_RES_REC_MAT_TYO_CD 

 

40 

 

varchar

defines  type(s) of the material for reporting, managing different types of resources 

OLE_E_RES_REC_ 

CNT_TYP_CD

 

 

varchar

    

defines type(s) of content for reporting, managing different types of resources 

 

40 

 

varchar 

   

store desired default order type for any POs for this E-Resource at its creation 

 

OLE_E_RES_REC_PMT_TYP_CD 

 

40 

 

varchar

   

 

OLE_E_RES_REC_FMT_YP_CD 

 

40 

 

varchar

 

 

40 

 

varchar

   

 

varchar

 

 

varchar

Indicate whether individual titles linked to an E-Resource can be cancelled. 

 

OLE_E_RES_REC_FD_TTL_LST 

 

1 

 

varchar

 

Indicate whether an e-resoruce is static (fixed) or has titles added/removed over time (not fixed). 

 

OLE_E_RES_REC_NTE 

 

250 

 

varchar

     

record special notes about the deal / package; ex: breaches, computer usage requirements like only works in certain browsers, etc. 

 

varchar

 

record notes that should display to all public users for all titles in the E-Resource (ex: in the journal list, link resolver); would like to be able to format it with bullets, for example) 

 

40 

 

varchar

 

 

varchar

    

 

OLE_RQSTR_SELECTR_CMMNT 

 

800 

 

varchar

     

allows selector (or requestor) to explain more about their request 

 

varchar

  

 

1500 

 

varchar

    

 

varchar

   

 

decimal

 

 

40 

 

varchar

 

40 

 

varchar

    

 

TRAIL_NEEDED 

 

1 

 

varchar

   

indicate whether a trial is needed for this resource 

 

TRAIL_STATUS 

 

40 

 

varchar

 

shows status of linked trial(s) underway, data comes from trial record 

 

1 

 

varchar

    

indicate whether a license needs to be negotiated 

 

varchar

 

shows status of latest linked license, data comes from license record 

 

ORDER_PAY_STATUS 

 

40 

 

varchar

  

shows the status of the Req/PO/Payment from Req/PO record 

 

40 

 

varchar 

shows status of activation process from access dashboard