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Specification & Functional Teams
https://docs.google.com/a/kuali.org/#folders/0BwTriR_vU83hTXB1c3BiM2tTQmEtWWNJM1gzbzBqUQ
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Team Name
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Library Function
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Team KIS Page
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Link to Google Docs
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DELIVER
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all deliver (circulation, patrons)
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https://kis.kuali.org/projectTeams/team/252
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| Wiki Markup |
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{html}<A href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpMjAyZWFmOWEtZmNkYy00NWMzLWI3MWMtNDM4NTRjN2FkZTI0&hl=en_US\\
" mce_href="https://docs.google.com/a/kuali.org/leaf?id=0B1zG4eNDtxYpMjAyZWFmOWEtZmNkYy00NWMzLWI3MWMtNDM4NTRjN2FkZTI0&hl=en_US\\
" target="_Blank">OLE DELIVER</A>{html} |
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DESCRIBE-MANAGE
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all manage & describe (cataloging)
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https://kis.kuali.org/projectTeams/team/253
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| Wiki Markup |
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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} |
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MER/ERMS
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all manage entity relationships/ERMS (licensing, e-acquisitions)
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https://kis.kuali.org/projectTeams/team/250
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| Wiki Markup |
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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} |
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SELECT/ACQUIRE
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all select & acquire (acquisitions)
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https://kis.kuali.org/projectTeams/team/248
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| Wiki Markup |
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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} |
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Systems Integration
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all systems integration
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https://kis.kuali.org/projectTeams/team/251
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| Wiki Markup |
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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} |
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OLE Accounts
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Distribution list only
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https://kis.kuali.org/projectTeams/team/200
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Redwood
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Acquire: Budgeting
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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Receive Resource
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Acquire: Receive Resource
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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Pay for Item
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Acquire: Pay for Item & Invoicing
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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Serials
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Select/Acquire: Serials (scope November)
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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Circulation
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Deliver: Circulation (specs)
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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ILL
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Deliver: Inter-Library Loan
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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Deliver
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Deliver- ALL distribution list
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| Wiki Markup |
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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} |
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Financial Integrations
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| Wiki Markup |
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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} |
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Ingest/Load Records
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Ingest & Overlay specs
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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Editors
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Technical editor investigations
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| Wiki Markup |
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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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| Wiki Markup |
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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} |
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Describe - Authority
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Authority Control
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| HTML Comment |
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Describe - Classification
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Call numbers sorting
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| HTML Comment |
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https://docs.google.com/a/kuali.org/?tab=mo#folders/0B4D2uLuq2OS7ZURtV2Y3a0ZHMXc |
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Select and Acquire - E-Acquisitions
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Electronic Acquisitions, actually a group effort of several teams
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| HTML Comment |
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https://docs.google.com/a/kuali.org/?tab=mo#folders/0B4D2uLuq2OS7Ymo2RkdrUU5CaGc |
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Quality Assurance testers
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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 |
| 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 |
| 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 |
| 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 |
| 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 |
| This is the primary collaboration list of Kuali Financial Systems for Technical coding and implementation issues. |
Tools
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Linked Page/Title
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Brief Description
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Contact for More Information
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Kuali Toolset- working tools to manage projects
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Meetings, Conference Resources & Calendars
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Use Webex and OLE calendars to plan your meetings.
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| Wiki Markup |
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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} |
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Tools
Linked Page/Title | Brief Description |
|---|---|
Kuali Toolset- working tools to manage projects | |
Use Webex for your meetings. Webex offers screen share, recording of audio or screen share, whiteboarding, chat, using the web and VoIP or your phone. Contact Holly M to set up a meeting. Having trouble with your WebEx connection? Troubleshooting Tips and Suggestions offers some suggestions. Learn how to record Webex Sessions | |
| Primary repository for draft documents, including meeting minutes of the various teams; working draft specifications and other reference resources as available. |
For additional assistance, see Google Drive Support | |
This set of resource pages organized to communicate technical, functional and project information. |
Nora Lee Roggeveen-Sams, Project Team
Jira and Greenhopper will be used to manage this project. |
| Wiki Markup |
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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.
See the links on this Wiki site to jump to team calendars, and to utilize OLE meeting resources for scheduling audio and video conferences.
https://docs.google.com/a/kuali.org/document/d/1EXNWSiGUwQbKsOBXVUstATbNMMhC87QBWh0WaJ1HBEc/edit
| HTML Comment |
|---|
https://docs.google.com/a/kuali.org/document/d/1YxdbWbwSyXV9fRxdzsKmmQ6_CleJXGXO67RNZqQL__E/edit |
Rich Slabach, QA Manager, Project Team
| |
For QA testing process, using Jira, and testing resources | |
| OLE Specification Template | Google Docs spec template. For additional templates including Statement of Work, Data Requirements, Meeting Minutes, etc. see Google Drive Folder - OLE Templates |
| Kuali Balsamiq | Kuali Foundation provides Balsamiq to all the projects to create mockups to include with specifications. In blog-like fashion, anyone can comment on mockups. To create mockups, you must be added to the system. See below, for more details. |
KFS functional specifications are being used as reference guides as OLE is being built on a foundation of KFS, Rice and the Kuali BUS. |
N/A
| Wiki Markup |
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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. |
N/A
| Wiki Markup |
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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.
N/A
| Wiki Markup |
|---|
{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.
N/A
Sample Google Docs File Structures
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| Column | ||
|---|---|---|
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| width | 80% |
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| Developer - Technical Knowledge Base | This space is a developer's toolbox. It provide all the technical information related to integration, installation and infrastructure. |
Test Drive past features. See DEMO calendar (below) for scheduled outages or FC demo's. | |
OLE Application test environment- where to see functions as coded. See the latest sprints from the OLE Current Release Status Report page. |
For assistance with any of the above tools, please contact Anne H (hismith@email.tamu.edu)
Meeting Agendas
Agenda Template in Google Docs
You will not be able to edit this document. You must make a copy of the template, rename, share, and move copy from your HOME directory to your team’s spec folder.
| Anchor | ||||
|---|---|---|---|---|
|
It is important to note that in Balsamiq, persons designated as staff can create Projects (the little notebooks you see when you first enter Balsamiq). Staff members are typically the Lead SMEs or BAs. Staff membership must be requested through the Foundation. Staff members can invite non-staff persons to participate on a project.
Non staff members are able to create mock-ups within a project if they are invited. They can also edit, delete and comment on mock-ups.
Balsamiq documentation is available: http://support.balsamiq.com/customer/portal/articles/127531-mybalsamiq-documentation-table-of-contents