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idKuali OLE
Card
labelOverview
Section
 
Column
width50%
 
Info

https://jira.kuali.org/browse/OLE-2652 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.

Serial issue receiving is a process distinct from recording receipt of a line item on a PO. When a title is considered a serial for purpose of receiving, “receiving” becomes a matter of receiving each individual issue on a serials receiving record and creating a serial receipt history for each issue received (or claimed).

 

Card
labelDesign : Techinical


 

Design Technical

The technical design document shall lay out the high level design of how the receiving an item process is to be implemented. 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 – list of roles to be defined
  • Permissions – list of permissions to be defined
  • User Profiles – user profiles that may be applied roles/permissions (also for test/mock purposes)

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


  Work-flow Diagram

 

Class Diagram:

ER Diagram :

 

Card
labelWireframes


 UI Wire-frames Design

 Create/Update Serial Receiving Record

Acknowledgement Pop up

Serial Receiving Record Search


Card
labelData Model

Data Model

UserStory:Serial Receiving

Entity:OLE_SER_RCV_REC

 

VARCHAR 

Name

Max

Len

Data Type

Default Value

Input Type

Action Event

Validation

Type

Tab Index

Remarks

SER_RCV_REC_ID

40

VARCHAR

   

 

 

System Generated

ACTN_DATE

 

DATETIME

   

 

 

The action date is reset every time an issue is received by adding the action interval (see below) to today's date; a batch program finds reads action dates to determine when the record should be listed for review because the prescribed period of time has passed with any receipt action. Operators may manually change the action date to a future date at any time.

ACTN_INTRVL

40

VARCHAR

   

 

 

The estimated number of days between receipt of each
issue, e.g., a quarterly serial might have an action interval of 100 (90
days for the quarter + 10 days to account for delivery or sorting
delays). Added to today's date following a receipt to establish the action date.

BIB_ID

40

VARCHAR

   

 

 

Identifies the linked bib which has the descriptive metadata for the serial title being received.

BOUND_LOC

40

VARCHAR

   

 

 

Identifies the shelving location where bound volumes of the serial title are physically stored; used for display in the library's user interface

CALL_NUM

40

VARCHAR

   

 

 

Displays the call number from the linked instance record

RCV_REC_TYP

40

VARCHAR

     

Identifies whether the receiving record is for the main title, supplement, or index

CHRON_CAPTN_LVL1

40

VARCHAR

   

 

 

Records the text of the caption used for this level.

CHRON_CAPTN_LVL2

40

VARCHAR

   

 

 

Records the text of the caption used for this level.

CHRON_CAPTN_LVL3

40

VARCHAR

   

 

 

Records the text of the caption used for this level.

CHRON_CAPTN_LVL4

40

VARCHAR

   

 

 

Records the text of the caption used for this level.

CLAIM

1

VARCHAR

   

 

 

Determines whether or not a batch program looking for claims-eligible titles ignores the record or not. 

CLAIM_INTRVL_INFO

100

VARCHAR

   

 

 

Free text note providing misc. information about claiming unique to this title that may be of staff interest/concern 

COPY_NUM

40

VARCHAR

   

 

 

The copy number is used to distinguish multiple subscriptions which may or may not be shelved in the same location. It should be inherited from the instance. Each subscription requires its own instance. 

CORPORATE_AUTH

40

VARCHAR

   

 

 

Displays the 100/110/111 |ab b from the linekd bib record for the serial title 

CREATE_ITEM

1

VARCHAR

   

 

 

Indicates whether or not an item also is created when a serial issue is received 

ENUM_CAPTN_LVL1

40

VARCHAR

   

 

 

Records the text of the caption used for this level. 

ENUM_CAPTN_LVL2

40

VARCHAR

   

 

 

Records the text of the caption used for this level. 

ENUM_CAPTN_LVL3

40

VARCHAR

   

 

 

Records the text of the caption used for this level. 

ENUM_CAPTN_LVL4

40

VARCHAR

   

 

 

Records the text of the caption used for this level. 

ENUM_CAPTN_LVL5

40

VARCHAR

   

 

 

Records the text of the caption used for this level. 

ENUM_CAPTN_LVL6

40

VARCHAR

   

 

 

Records the text of the caption used for this level. 

GEN_RCV_NOTE

100

VARCHAR

   

 

 

Free text information displayed to operators accessing the record. 

INSTANCE_ID

40

VARCHAR

   

 

 

Identifies the linked instance record for the serial title. 

ISSN

40

VARCHAR

     

Displays the 022 |a from the linked bib record for the serial title.

PO_ID

50

VARCHAR

   

 

 

Identifies the PO on which the title has been ordered/renewed 

PRINT_LBL

1

VARCHAR

   

 

 

Indicates whether a serial issue label is printed upon receipt or not 

PUBLIC_DISPLAY

1

VARCHAR

   

 

 

Determines whether or not ANY of the serials receipt history information displays to public users or not. 

PUBLISHER

40

VARCHAR

   

 

 

Publisher from 260 |b of  linked bib

SER_RCPT_LOC

40

VARCHAR

   

 

 

Identifies the work area at which issue receipts are recorded. 

SER_RCV_REC

40

VARCHAR

   

 

 

System-assigned unique ID 

SUBSCR_STAT

40

VARCHAR

   

 

 

Describes the present receipt status of the serial title. 

SER_RCV_REC_ID

40

VARCHAR

   

 

 

Foreign Key of Serial Receiving Record

TREATMENT_INSTR_NOTE

100

VARCHAR

   

 

 

Text that identifies any special processing steps that need to be followed when an issue of this serial is received. 

UNBOUND_LOC

40

VARCHAR

   

 

 

Identifies the shelving location where unbound issues of the serial title are physically stored; used for display in the library's user interface 

URGENT_NOTE

100

VARCHAR

   

 

 

Text that identifies any special situation/instruction that the operator needs to be follow BEFORE receiving an issue of this serial. 

VENDOR

3

VARCHAR

   

 

 

Automatically inherits the vendor from a linked PO; if no PO, selected from the OLE vendors by operator creating/updating the record. This vendor is the one to which claims are sent. 

CREATE_DATE

 

DATETIME

   

 

 

Date on which the record entered the system 

OPTR_ID

40

VARCHAR

   

 

 

Name of the person creating/updating the record 

MACH_ID

100

VARCHAR

   

 

 

Desktop at which the record was created/updated 

SUBSCR_STAT_DT

 

DATETIME

     

Date on which the subscription status was changed

 

Entity :OLE_SER_RCV_HIS_REC

 

Name

Max

Len

DataType

DefaultValue

InputType

ActionEvent

Validation

Type

TabIndex

Remarks

SER_RCPT_HIS_REC_ID

40

VARCHAR

 

 

 

 

 

System Generated

SER_RCV_REC_ID

40

VARCHAR

 

 

 

 

 

Foreign Key of Serial Receiving Record

RCV_REC_TYP

40

VARCHAR

 

 

 

 

 

Three hard-coded values that determines whether the serials receiving record was created for the main title; a supplement to the title; or an index for the title. The receipt lines that follow show the issues received for each type.

CHRON_LVL_1

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

CHRON_LVL_2

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

CHRON_LVL_3

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

CHRON_LVL_4

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

CLAIM_COUNT

40

NUMERIC

 

 

 

 

 

Indicates the number of claims made for the issue on this line. 

CLAIM_DATE

 

DATETIME

 

 

 

 

 

Indicates the date on which the last claim was generated. 

CLAIM_NOTE

100

VARCHAR

 

 

 

 

 

Free text that can be added to a claim notice specific to the situation and would be in addition to the claim text (see below). 

CLAIM_RESP

40

VARCHAR

 

 

 

 

 

Text as returned by the vendor in response to the claim 

ENUM_LVL_1

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

ENUM_LVL_2

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

ENUM_LVL_3

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

ENUM_LVL_4

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

ENUM_LVL_5

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

ENUM_LVL_6

40

VARCHAR

 

 

 

 

 

Records the caption and value for this level as entered during the receipt transaction. 

PUBLIC_DISPLAY

1

VARCHAR

 

 

 

 

 

Determines whether or not this information displays to public users or not. 

SER_RCPT_NOTE

100

VARCHAR

 

 

 

 

 

Information to display only to staff for this specific issue. 

OPTR_ID

40

VARCHAR

 

 

 

 

 

Name of the person adding the issue to the receipt history.

MACH_ID

100

VARCHAR

 

 

 

 

 

Desktop at which the issue was added to the receipt history.