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Version	Old Version 18	New Version 19
Changes made by	Juliya Monica (Unlicensed)	Juliya Monica (Unlicensed)
Saved on	Jun 27, 2013	Jun 27, 2013

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Deck

id	Kuali OLE

Card

label	Overview

Section

Column

width	50%

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

label	Design : 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

label	Process Diagram

Work-flow Diagram

Class Diagram :

ER Diagram :

Card

label	Wireframes

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

label	Data Model

Data Model

User Story : E-Resource Record

Entity: OLE_E_RES_REC_T

Name

Max Len

Data Type

Default Value

Input Type

Action Event

Input

Validation Type

Validation

Type

Tab Index

Action Event

Remarks
E_RES_REC_ID	10	varchar

Tab Index

Remarks

OLE_E_RES_ID

E-Resource Unique Identifier
OBJ_ID	36	varchar	Object identifier
VER_NBR	8,0	decimal

System Generated

OLE_E_RES_NM

version number

100

varchar

Title

Name of the E-Resource

OLE_E_RES_

DESC

800

varchar

Description

for the E-Resource

OLE_E_RES_PUBLISHER


PUBHR	500

varchar

Publisher

of E-resource REC_

OLE_E_RES_

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

GOKB identifier (not included 1.0)

OLE_E_RES_REC_

ISBN

100

OLE_E_RES_REC_STAT_CD

varchar

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

shows the $a subfield of the ISBN/ISSN number if only 1 title is linked
STAT_CD	40	varchar

current status

Status of the E-Resource

OLE_E_RES_REC_

(reference from the user configurable status )

STAT_DT

date

DateTime

null

Status change date

and time

OLE_E_RES_REC_ PF_PRVDR

250

OLE_E_RES_REC_

PLTFRM_PROV

250

varchar

pulls from the Platform provider(s) from Instance

FD_CD

OLE_E_RES_REC _ VND_CD

250

varchar

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

Fund Code (reference from the user configurable Fund Code)
VNDR_HDR_GNRTD_ID	10,8	decimal

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

OLE_E_RES_REC _ EST_PRC

Vendor Code
VNDR_DTL_ASND_ID	10,8	decimal

decimal

ESTD_PR

varchar

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

Estimated Price

OLE

MTRL_

E_RES_REC_MAT_TYO_CD

OLE_E_RES_REC_

CNT_TYP_CD

TYP_ID

varchar

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

OLE_E_RES_REC_

Material Type Code (reference from the user configurable Material Type)
CONT_TYP_ID	10	varchar

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

Content Type Code (reference from the user configurable Content Type)

ORD_TYP_

varchar

OLE_E_RES_REC_PMT_TYP_CD

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

Order Type Code (reference from the user configurable Order Type)
PAYMT_TYP_ID	10	varchar

OLE_E_RES_REC_FMT_YP_CD

Payment Type Code (reference from the user configurable Payment Type)
FRMT_ID	10	varchar

allows reporting of format types

OLE_E_RES_REC_

Format Type Code (reference from the user configurable Format Type)

PCKG_TYP_

varchar

PACKAGE_SCOPE

Package Type Code (reference from the user configurable Package Code, also this will be pulled in from GOKB)
PCKG_SCP_ID	10	varchar

OLE_BRKBLE

Package Scope Code (reference from the user configurable Package Scope, also this will be pulled in from GOKB)
BRKBLE	1	varchar

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

OLE_E_RES_REC_FD_TTL_LST

OLE_E_RES_REC_NTE

250

User can check/ not check(This will be pulled in from GOKB)
FD_TITLE_LST	1	varchar

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

OLE_E_RES_RECPUB_DISP_NTE

800

User can check/ not check(This will be pulled in from GOKB)
NTE	800	varchar

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

Notes about the Deal
PUB_DISP_NOTE	800	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)

OLE_E_RES_RECRQSTR

OLE_E_RES_REC_SELECTR

Notes that should be displayed to the Public
REQTR	40	varchar

track who requested

Patron requesting the Resource
SELTR	40	varchar

track who requested

OLE_RQSTR_SELECTR_CMMNT

800

OLE_E_RES_REC_PRITY

Librarian Requesting the Resource
REQ_SEL_COMM	800	varchar

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

Explains the notes about the request
REQ_PRTY_ID	40	varchar

makes possible prioritizing requests

OLE_E_RES_REC_

Priority of the request

TECH_REQ

800

1500

OLE

varchar

to track notes about techincal restrictions

Notes about Technical Restriction

ACC_TYP_

OF_ACCS

varchar

OLE_NUMB_SIMULT_USR

Access Type (References the user configurable Access Tpe)
NUM_SIMULT_USER	8,0	decimal

OLE_AUTH_TYP

Number of Simultaneous users
AUTHCAT_TYP_ID	40	varchar

OLE_ACSS_LOC

Authentication Type (References the user configurable Authentication Type)
ACC_LOC_ID	40	varchar

TRAIL_NEEDED

Access Location (References User Configurable Access Location)
TRL_ND	1	varchar

indicate whether a trial is needed for this resource

TRAIL_STATUS

LICENSE_NEEDED

Checks, when a trail workflow started else non editable
TRL_STAT	40	varchar

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

LICENSE_REQ_STATUS

Status of the created Trail document
LIC_ND	1	varchar

indicate whether a license needs to be negotiated

Checks, when a License Request document workflow started else non editable
LIC_REQ_STAT	40	varchar

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

ORDER_PAY_STATUS

ACTIVATION_STATUS

varchar

Status of the created License Request document
ODR_PAY_STAT	40	varchar

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

Status of the created PurchaseOrder document
ACT_STAT	40	varchar

shows status of activation process from access dashboard

Status of the created Access document