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Kuali OLE has formed numerous teams to complete functional specifications according to the OLE Reference Model. Please see links below to work-in-progress specifications, team pages and resources, and overall tools and guidelines for creating specifications.

OLE Governance (link)

NEW! OLE Team Spreadsheet
This spreadsheet includes who's on what teams, school representation for each team, and more. If you find errors, please let the project team know.
updated June 15, 2012

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https://docs.google.com/a/kuali.org/spreadsheet/ccc?key=0AoD2uLuq2OS7dHhmbm9RQi1HTGhUZTM0RnYzbkFjZ0E#gid=0

Reference Files

/wiki/spaces/OLE/pages/655402
: Open & In-progress master list of user stories
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  https://docs.google.com/a/kuali.org/document/d/1EXNWSiGUwQbKsOBXVUstATbNMMhC87QBWh0WaJ1HBEc/edit
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  https://docs.google.com/a/kuali.org/document/d/1YxdbWbwSyXV9fRxdzsKmmQ6_CleJXGXO67RNZqQL__E/edit
Meeting, Calendar & Tools
See Tools for more links

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Specification & Functional Teams

Team Name

Library Function

Team KIS Page

Link to Google Docs

DELIVER

all deliver

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 " mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpMjAyZWFmOWEtZmNkYy00NWMzLWI3MWMtNDM4NTRjN2FkZTI0&hl=en_US\\
 " target="_Blank">OLE DELIVER</A>{html}

DESCRIBE-MANAGE

all manage & describe

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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpMDJkY2M3YzgtODU4Yi00MzIwLTkwMTYtMmI1ODQ3ZTlhMTkx&hl=en_US\\
 " mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpMDJkY2M3YzgtODU4Yi00MzIwLTkwMTYtMmI1ODQ3ZTlhMTkx&hl=en_US\\
 " target="_Blank">OLE DESCRIBE-MANAGE</A>{html}

MER/ERMS

all manage entity relationships/ERMS

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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpNmU0NzYxYjAtZThiNy00Njc4LTgzMGYtMGU5ZDQzNmUxMjEy&hl=en_US\\
 " mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpNmU0NzYxYjAtZThiNy00Njc4LTgzMGYtMGU5ZDQzNmUxMjEy&hl=en_US\\
 " target="_Blank"> OLE MANAGE ENTITY RELATIONSHIPS</A>{html}

MUR

all manage user relationships

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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpMDM0NTkwMTAtODJhZC00YWI2LTg5Y2EtZWY0YmNlMmE1MGJk&hl=en_US\\
 " mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpMDM0NTkwMTAtODJhZC00YWI2LTg5Y2EtZWY0YmNlMmE1MGJk&hl=en_US\\
 " target="_Blank">OLE MANAGE USER RELATIONSHIPS</A>{html}

SELECT/ACQUIRE

all select & acquire

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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpOGNlMGZhNjItYmViYi00MzBlLWJkNWQtZmNmYjk4MjU4ZDc3&hl=en_US\\
 " mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpOGNlMGZhNjItYmViYi00MzBlLWJkNWQtZmNmYjk4MjU4ZDc3&hl=en_US\\
 " target="_Blank">OLE SELECT & ACQUIRE</A>{html}

Systems Integration

all systems integration

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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpODk4NTM5YjItODc2YS00NjdkLWIwN2EtZDIzZjU1M2U0OTFm&hl=en_US" mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpODk4NTM5YjItODc2YS00NjdkLWIwN2EtZDIzZjU1M2U0OTFm&hl=en_US" target="_Blank">OLE SYSTEMS INTEGRATION</A>{html}

OLE Accounts

Distribution list only

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{html}<A href="https://kuali.org/kis/projectTeams/team/200" mce_href="https://kuali.org/kis/projectTeams/team/200" target="_Blank">OLE Accounts</A>{html}

User Stories

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{html}<A href="https://kuali.org/kis/projectTeams/team/171" mce_href="https://kuali.org/kis/projectTeams/team/171" target="_Blank">Team User Stories</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0BwMC6IN73WeQZDMyNmMxOWUtNzZiMS00NGY1LTgzNDAtMWJjOTc4YzU2MWNk&hl=en_US" mce_href="https://docs.google.com/a/kuali.org/leaf?id=0BwMC6IN73WeQZDMyNmMxOWUtNzZiMS00NGY1LTgzNDAtMWJjOTc4YzU2MWNk&hl=en_US" target="_Blank">Draft list of user stories(refer to Jira for final list)</A>{html}

Data Sets

Data Sets/Test Data

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{html}<A href="https://kuali.org/kis/projectTeams/team/189" mce_href="https://kuali.org/kis/projectTeams/team/189" target="_Blank">OLE Technical Council</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/spreadsheet/ccc?key=0AhGWMGc7Pm7ddDlEMENmRW8taGZZVmlmTGpWN1FCN1E&hl=en_US#gid=0" mce_href="https://docs.google.com/a/kuali.org/spreadsheet/ccc?key=0AhGWMGc7Pm7ddDlEMENmRW8taGZZVmlmTGpWN1FCN1E&hl=en_US#gid=0" target="_Blank">Inventory Test Data Sets</A>{html}

Darby

Select: Requisition: Pre-Order Request

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{html}<A href="https://kuali.org/kis/projectTeams/team/208" mce_href="https://kuali.org/kis/projectTeams/team/208" target="_Blank">Team Darby</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpMGJjNmRlMGEtOWNiZC00ZDM1LWE5Y2YtNzYzMDg5MjdkNzM3" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpMGJjNmRlMGEtOWNiZC00ZDM1LWE5Y2YtNzYzMDg5MjdkNzM3" target="_Blank">Working Folder (5 stories in coding; see Jira)</A>{html}

Sturgis

Select/ERMS: Licensing

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{html}<A href="https://kuali.org/kis/projectTeams/team/210" mce_href="https://kuali.org/kis/projectTeams/team/210" target="_Blank">Team Sturgis</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpYzAzZTRhZTgtYjllZS00OGNjLWEwMmMtNjg4MWYyY2I5YzRm" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpYzAzZTRhZTgtYjllZS00OGNjLWEwMmMtNjg4MWYyY2I5YzRm" target="_Blank">Draft Specifications (not final)</A>{html}

Order Resource

Acquire: Order Resource

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{html}<A href="https://kuali.org/kis/projectTeams/team/221" mce_href="https://kuali.org/kis/projectTeams/team/221" target="_Blank">Team Order Resource</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpOTE1NGQ3Y2UtZDRlOC00NTllLWIzNmEtNmY2NzIzNjY3ZTE5" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpOTE1NGQ3Y2UtZDRlOC00NTllLWIzNmEtNmY2NzIzNjY3ZTE5" target="_Blank">Working Folder (some stories in coding; see Jira)</A>{html}

Redwood

Acquire: Budgeting

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{html}<A href="https://kuali.org/kis/projectTeams/team/209" mce_href="https://kuali.org/kis/projectTeams/team/209" target="_Blank">Team Redwood</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpMmVmMDM0ODktZGIyYi00Mzg0LTg4OTItMGZhNjc5MjQ3OWZh" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpMmVmMDM0ODktZGIyYi00Mzg0LTg4OTItMGZhNjc5MjQ3OWZh" target="_Blank">Draft Specifications (not final)</A>{html}

Receive Resource

Acquire: Receive Resource

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{html}<A href="https://kuali.org/kis/projectTeams/team/226" mce_href="https://kuali.org/kis/projectTeams/team/226" target="_Blank">Team Receive Resource</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpZDk4ZGUzYmQtZWU5Ny00MGIzLWJiMDEtNjU4YjY0ZWEzYTE1" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpZDk4ZGUzYmQtZWU5Ny00MGIzLWJiMDEtNjU4YjY0ZWEzYTE1" target="_Blank">Working Folder (some specifications in coding; see Jira)</A>{html}

Pay for Item

Acquire: Pay for Item & Invoicing

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{html}<A href="https://kuali.org/kis/projectTeams/team/227" mce_href="https://kuali.org/kis/projectTeams/team/227" target="_Blank">Team Pay for Item</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpZWVhNTI5ZWQtNzZlNS00ODRkLWIyZGEtOTZmNTcwZjE3NjY2" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpZWVhNTI5ZWQtNzZlNS00ODRkLWIyZGEtOTZmNTcwZjE3NjY2" target="_Blank">Draft Specifications (not final)</A>{html}

Trials

Select/Acquire: Trials

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{html}<A href="https://kuali.org/kis/projectTeams/team/228" mce_href="https://kuali.org/kis/projectTeams/team/228" target="_Blank">Team Trials</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpMzk0ZjdlMWUtNzM2OS00MWI3LTgwNTUtZWRjMmUyZDU5NTgw" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B1zG4eNDtxYpMzk0ZjdlMWUtNzM2OS00MWI3LTgwNTUtZWRjMmUyZDU5NTgw" target="_Blank">Draft Specifications (not final)</A>{html}

KFS

KFS Fit-Gap Analysis

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{html}<A href="https://kuali.org/kis/projectTeams/team/211" mce_href="https://kuali.org/kis/projectTeams/team/211" target="_Blank">Team KFS</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B-B_LtZjzdSeNTRjNTEyM2ItY2JiOC00YjE0LTg1MTgtODY1MDQ2ZTgyNzQ4" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B-B_LtZjzdSeNTRjNTEyM2ItY2JiOC00YjE0LTg1MTgtODY1MDQ2ZTgyNzQ4" target="_Blank">Initial Drafts Fit Gap Analysis</A>{html}

Serials

Select/Acquire: Serials (scope November)

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{html}<A href="https://kuali.org/kis/projectTeams/team/237" mce_href="https://kuali.org/kis/projectTeams/team/237" target="_Blank">Team Serials-1</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/#folders/0B1zG4eNDtxYpNjRiZWI0ZWQtMmIwMy00ZTc3LWFmMWEtYjc2OTM0MjIyZDk2\\
 " mce_href="https://docs.google.com/a/kuali.org/#folders/0B1zG4eNDtxYpNjRiZWI0ZWQtMmIwMy00ZTc3LWFmMWEtYjc2OTM0MjIyZDk2\\
 " target="_Blank">Initial Drafts \-November</A>{html}

Describe

Manage/Describe: Describe-1 (specs)

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{html}<A href="https://kuali.org/kis/projectTeams/team/239" mce_href="https://kuali.org/kis/projectTeams/team/239" target="_Blank">Team Describe-Basic</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/#folders/0B1zG4eNDtxYpMzNkZTcwYmItZTY4ZS00ZWRhLWJhOTgtN2MwNjIwMDEyNGZi\\
 " mce_href="https://docs.google.com/a/kuali.org/#folders/0B1zG4eNDtxYpMzNkZTcwYmItZTY4ZS00ZWRhLWJhOTgtN2MwNjIwMDEyNGZi\\
 " target="_Blank">Introductory requirements for Bib, Item, Editors</A>{html}

Circulation

Deliver: Circulation (specs)

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{html}<A href="https://kuali.org/kis/projectTeams/team/255" mce_href="https://kuali.org/kis/projectTeams/team/255" target="_Blank">Team Deliver-Circulation</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/#folders/0Bxcvf_m6khjFOWM3ZDEzZmQtZmNjMy00MmQ1LWJjYTYtYjQ0MGNjMTE0YmE1\\
 " mce_href="https://docs.google.com/a/kuali.org/#folders/0Bxcvf_m6khjFOWM3ZDEzZmQtZmNjMy00MmQ1LWJjYTYtYjQ0MGNjMTE0YmE1\\
 " target="_Blank">Checkin, Checkout, Circulation</A>{html}

ILL

Deliver: Inter-Library Loan

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{html}<A href="https://kuali.org/kis/projectTeams/team/256" mce_href="https://kuali.org/kis/projectTeams/team/256" target="_Blank">Team Deliver\- ILL</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/#folders/0Bxcvf_m6khjFMmM5MWFjMWQtNmI3ZS00YmViLWJkMDEtNjI0MTgyMWRhZjFj\\
 " mce_href="https://docs.google.com/a/kuali.org/#folders/0Bxcvf_m6khjFMmM5MWFjMWQtNmI3ZS00YmViLWJkMDEtNjI0MTgyMWRhZjFj\\
 " target="_Blank">Recommendations for ILL</A>{html}

Course Reserves

Deliver: Course Reserves

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{html}<A href="https://kuali.org/kis/projectTeams/team/257" mce_href="https://kuali.org/kis/projectTeams/team/257" target="_Blank">Team Deliver\- Course Reserves</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/#folders/0Bxcvf_m6khjFNWRjM2QzMGYtMzQ4NC00ZDhhLTkzOTItMDkxYzBmZTU3NjVh\\
 " mce_href="https://docs.google.com/a/kuali.org/#folders/0Bxcvf_m6khjFNWRjM2QzMGYtMzQ4NC00ZDhhLTkzOTItMDkxYzBmZTU3NjVh\\
 " target="_Blank">Recommendations for handling course reserves</A>{html}

Deliver

Deliver- ALL distribution list

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{html}<A href="https://kuali.org/kis/projectTeams/team/254" mce_href="https://kuali.org/kis/projectTeams/team/254" target="_Blank">Deliver \-ALL list</A>{html}

Patron Records

Financial Integrations

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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpNTBkY2QxZGItYzZkNi00MTQ3LWE4OGQtNmNjYWM5OWE4ZGE0&hl=en_US\\
 " mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpNTBkY2QxZGItYzZkNi00MTQ3LWE4OGQtNmNjYWM5OWE4ZGE0&hl=en_US\\
 " target="_Blank">Recommendations for integrating with university financial</A>{html}

Ingest/Load Records

Ingest & Overlay specs

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{html}<A href="https://kuali.org/kis/projectTeams/team/272" mce_href="https://kuali.org/kis/projectTeams/team/272" target="_Blank">Ingest Team & links</A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/open?id=0B1zG4eNDtxYpYTY4NWVjNDktMjA1MS00NDE4LWJkMDItOGYyYWM0NDkwMDA2" mce_href="https://docs.google.com/a/kuali.org/open?id=0B1zG4eNDtxYpYTY4NWVjNDktMjA1MS00NDE4LWJkMDItOGYyYWM0NDkwMDA2" target="_Blank">Draft Specifications</A>{html}

Editors

Technical editor investigations

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{html}<A href="http://kuali.org/kis/projectTeams/team/287" mce_href="http://kuali.org/kis/projectTeams/team/287" target="_Blank">Editor Team & links </A>{html}

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{html}<A href="https://docs.google.com/a/kuali.org/open?id=0B1zG4eNDtxYpZTA3ZjNkOTItNzcwOC00MDI1LWIwYmItNWUxYzdjMzEwYTIw" mce_href="https://docs.google.com/a/kuali.org/open?id=0B1zG4eNDtxYpZTA3ZjNkOTItNzcwOC00MDI1LWIwYmItNWUxYzdjMzEwYTIw" target="_Blank">Draft Specifications</A>{html}

Describe - Instance

Editing and adding an OLE Instance Record

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Describe - Authority

Authority Control

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Describe - Classification

Call numbers sorting

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Deliver - UI

User Interfaces for Circulation

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Select and Acquire - E-Acquisitions

Electronic Acquisitions, actually a group effort of several teams

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Test Group

Name	KIS Page	Google Docs Link
Quality Assurance testers

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https://docs.google.com/a/kuali.org/#folders/0BwTriR_vU83hTXB1c3BiM2tTQmEtWWNJM1gzbzBqUQ

Optional list-serv's

The following collaboration lists are also available to members of the OLE community. These lists serve as broader discussion forums, but must be added/requested by the user when logged into KIS. Note: there can be high-volume around the KFS and Rice lists. Users may return to the KIS page of the list at any time to remove themselves as needed.

Name

KIS Page

Purpose/Description

OLE Collaboration List- technical

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{html}<A href="http://kuali.org/kis/projectTeams/team/190" mce_href="http://kuali.org/kis/projectTeams/team/190" target="_Blank"> List - (links to team page) ole.collab@kuali.org</A>{html}

This list is primarily being used by the OLE Technical Council at present. The list is anticipated to be the discussion forum for technical, installation and implementation issues.

OLE Collaboration List- functional

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{html}<A href="http://kuali.org/kis/projectTeams/team/273" mce_href="http://kuali.org/kis/projectTeams/team/273" target="_Blank"> List - (links to team page) ole.functional.collab@kuali.org</A>{html}

This list has just recently been started, and is based on the Kuali standard for collaboration lists. It is anticipated to be around functional issues for the OLE product/application, and will probably be utilized around future enhancements, functional roadmap discussions.

Rice Collaboration List

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{html}<A href="http://kuali.org/kis/projectTeams/team/111" mce_href="http://kuali.org/kis/projectTeams/team/111" target="_Blank"> List - (links to team page) rice.collab@kuali.org</A>{html}

This is the primary collaboration list of technical users and developers in Kuali Rice (middleware). Much of the discussion is around application design, coding challenges, and is also used for broad distribution emails on the product and releases.

KFS Collaboration List

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{html}<A href=" http://kuali.org/kis/projectTeams/team/79" mce_href=" http://kuali.org/kis/projectTeams/team/79" target="_Blank"> List - (links to team page) kfs.functional.collab@kuali.org</A>{html}

This is the primary collaboration list of Kuali Financial Systems. It seems to be a blended list used by those involved in KFS implementations-- workflows & rules discussions, modifications to the app, understanding/discussions on functional modules.

KFS Technical Collaboration List

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{html}<A href=" http://kuali.org/kis/projectTeams/team/83" mce_href=" http://kuali.org/kis/projectTeams/team/83" target="_Blank"> List - (links to team page) kfs.technical.collab@kuali.org</A>{html}

This is the primary collaboration list of Kuali Financial Systems for Technical coding and implementation issues.

Tools

Linked Page/Title

Brief Description

Contact for More Information

Kuali Toolset

Kuali Toolset- working tools to manage projects

Kuali Help Desk

Meetings, Conference Resources & Calendars

Use Webex and OLE calendars to plan your meetings.

Carla North

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{html}<A href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B4DWNTr-9s9XZDBkOGNmZDUtZjJkOS00NDNjLTg0MjUtMjllNzhlZmI5YWVi" mce_href="https://docs.google.com/a/kuali.org/?ui=1#folders/folder.0.0B4DWNTr-9s9XZDBkOGNmZDUtZjJkOS00NDNjLTg0MjUtMjllNzhlZmI5YWVi" target="_Blank">OLE Google Documents</A>{html}

Primary repository for draft documents, including meeting minutes of the various teams; working draft specifications and other reference resources as available. See also /wiki/spaces/OLE/pages/655402

help@kuali.org

OLE Wiki Homepage

This set of resource pages organized to communicate technical, functional and project information.

Nora Lee Roggeveen-Sams, Project Team

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{html}<A href="https://jira.kuali.org/browse/OLE" mce_href="https://jira.kuali.org/browse/OLE" target="_Blank">OLE Jira</A>{html}

Jira and Greenhopper will be used to manage this project. To get started see:

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https://docs.google.com/a/kuali.org/document/d/1EXNWSiGUwQbKsOBXVUstATbNMMhC87QBWh0WaJ1HBEc/edit

and

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https://docs.google.com/a/kuali.org/document/d/1YxdbWbwSyXV9fRxdzsKmmQ6_CleJXGXO67RNZqQL__E/edit

Rich Slabach, QA Manager, Project Team

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{html}<A href="https://kuali.org/kis/" mce_href="https://kuali.org/kis/" target="_Blank">OLE Team KIS pages</A>{html}

KIS team pages provide resources for each assembled OLE team, including links to calendars, contacts/partners, and key documents.

help@kuali.org

OLE Calendars & Meeting Resources

See the links on this Wiki site to jump to team calendars, and to utilize OLE meeting resources for scheduling audio and video conferences.

help@kuali.org

KFS Functional Specifications

KFS functional specifications are being used as reference guides as OLE is being built on a foundation of KFS, Rice and the Kuali BUS.

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{html}<A href="https://www.gliffy.com/" mce_href="https://www.gliffy.com" target="_Blank">Gliffy tools</A>{html}

There are many user-friendly, open-source graphical tools available to team partners for their use in documenting workflows, dataflows and overall business modeling.

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{html}<A href="https://confluence.sakaiproject.org/display/SAKDEV/Sakai+3" mce_href="https://confluence.sakaiproject.org/display/SAKDEV/Sakai+3" target="_Blank">Sakai</A>{html}

Sakai OAE is a scholarly space for research, teaching and learning.

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{html}<A href="http://jackrabbit.apache.org/" mce_href="http://jackrabbit.apache.org/" target="_Blank">Apache Jackrabbit</A>{html}

JCR may be used in conjunction with a document store in the development of OLE.

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Sample Google Docs File Structures

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width	80%

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https://docs.google.com/a/kuali.org/document/d/15Gfqm6Q_MlkdAYKGGrmkKMusGnlcWsbcxAR7M7PbVOM/edit?hl=en_US

Version	Old Version 134	New Version 135
Changes made by	Nora Roggeveen-Sams (Unlicensed)	Patty Mescher
Saved on	Nov 01, 2012	Jul 23, 2013

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Key

OLE Governance (link)

Reference Files

Specification & Functional Teams

Test Group

Optional list-serv's

Tools

Sample Google Docs File Structures