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Purpose

This space provides information, links and files that describes the technical architecture of OLE Circulation, workflows; metadata; policy, loans, etc.

We will continue to develop and modify the information as Kuali OLE continues to evolve.

Content

Table of Contents

 

Check-In

Patron

275704.06 Circulation Checkout 2993Minimal Content for Slips, Notices, Bills (2284)4901Certain Deliver permissions should be 'bundled' for convenience
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3945Need Cross-Reference between Proxy and Proxied Patrons    
1.0OLE-4899Adjustments to Patron Search and Search Results     
1.0OLE-3652Modify Delivercode to use Item UUID in place of the item bar code for internal references4110

Screen Display of Create New Patron

    
1.5OLE-5549Default Values on Patron Record    
1.5OLE-4470Printing of routing and hold slips should not interrupt checkin of materials4653

Indicator on tabs if fields in the tab contain data

    
1.5OLE-4139Changes to missing pieces, damaged and claims returned4744

Need to be able to see pending requests from the patron's loaned records display.

     
1.5OLE-2992Damaged check-in (2148)4263

Need ability to reactivate invalid patron barcodes

    

Check-out

0.8269204.01 Circulation Check-In Spec04108Proxy patron display in check out screen
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-4225

Need to be able to differentiate between barcode invalidation reasons.

    
1.5OLE-5620

Patron ID should not be first search option

    
1.05OLE-4136Patron screen that is accesible from check out should offer a link to editable patron record for authorized users5734

Cannot edit patron account if it has expired

    
1.05OLE-4096checkout and check in issues for items returned with missing pieces5530

some input boxes in edit screen are not long enough to display information.

    
1.5OLE-5619On Item Change Current Borrower value to Patron's Barcode and make it hyperlink5553

Add Phone Number to Patron Search

    
1.5OLE-4260Check out of an item that is still charged and lost or overdue should warn operator of billing/problem5551

Make List of Items Currently Checked out Sortable

     
1.5OLE-4100Check out notes5531

Cannot search for patron by inactive barcode

    

Patron

5549Default Values on Patron Record
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.81.5OLE-3945Need Cross-Reference between Proxy and Proxied Patrons4629

Patron Code Base Cleanup

    
1.05OLE-48995278Adjustments to Patron Search and Search Results

Patron screen behavior (edit)

    
1.05OLE-41105276

Screen Display of Create New PatronPatron screen behavior (view)

    
1.5OLE-4784

Why are 'lost' items on the list of checked out items for Stephanie Sample?

    
1.5 OLE-4653Indicator on tabs if fields in the tab contain data2697

My Account OLE API that will allow Integration with Discovery Services & ILL

    1.5

Check-out

4744Need to be able to see pending requests from the patron's loaned records display.54225Need to be able to differentiate between barcode invalidation reasons.
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-269204.01 Circulation Check-In Spec    
10.58OLE-4263Need ability to reactivate invalid patron barcodes3252

Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records

    
1.0OLE-4108Proxy patron display in check out screen    
1.50OLE-56204136

Patron ID should not be first search optionscreen that is accesible from check out should offer a link to editable patron record for authorized users

    
1.50OLE-5734Cannot edit patron account if it has expired3682

Deliver Permissions Requirements

    
1.50OLE-5530some input boxes in edit screen are not long enough to display information.4096

checkout and check in issues for items returned with missing pieces

    
1.5OLE-5553Add Phone Number to Patron Search5619

On Item Change Current Borrower value to Patron's Barcode and make it hyperlink

    
1.5OLE-5551Make List of Items Currently Checked out Sortable4260

Check out of an item that is still charged and lost or overdue should warn operator of billing/problem

    
1.5 OLE-5531Cannot search for patron by inactive barcode6028

Deliver screens lack navigation

    1.5OLE-4629

Patron Code Base Cleanup

    1.5OLE-5278Patron screen behavior (edit)4100

Check out notes

    
1.5OLE-5276Patron screen behavior (view)5413

Remove Block for renewals prior to due date

    
1.5OLE-4784Why are 'lost' items on the list of checked out items for Stephanie Sample?3774Block renew if the new due date/time precedes the current due date/time    

 

Patron Bill

Check-In

084085Patron Bill Review
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-275704.06 Circulation Checkout   2
OLE-3771Allow a line item on a patron bill to be posted with "e" for "error". OLE-2993

Minimal Content for Slips, Notices, Bills (2284)

    
 OLE-3652

Modify Delivercode to use Item UUID in place of the item bar code for internal references

    
1.5OLE-4901

Certain Deliver permissions should be 'bundled' for convenience

    
1.5OLE-5552Add Sort Capability to Patron Bill Screen4470

Printing of routing and hold slips should not interrupt checkin of materials

    
1.5OLE-5896When more than one item is selected in Patron Bill, there needs to be a total amount value displayed4139

Changes to missing pieces, damaged and claims returned

    
 OLE-2992

Damaged check-in (2148)

    
 OLE-4127

Hyperlinks within deliver screens should be more noticeable.

    
1.5 OLE-5277information in view item bill should include linked patron information2673User alerts for resources available    

Request

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3830

Placing Hold Request on On-Order Item

    
1.0OLE-4126Add Patron Barcode Search to Request    
1.0OLE-5000

Make Paging and Copy Requests Automatic; Route as an FYI

    
1.5OLE-3818Allow Staff Operator to Edit Hold Expiration Date    
1.5OLE-4498

Rearrange Request Screen

    
1.5OLE-4160

Modification to the workflow for Request Page/Hold

    
1.5OLE-2750

04.29 Automated approval process for user extension to holds

    
 OLE-4204

Title level requests needed in addition to item level requests

    
Renew

Patron Bill

5413Remove Block for renewals prior to due date
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3771Allow a line item on a patron bill to be posted with "e" for "error".    
0.8OLE-4085

Patron Bill Review

    
1.5OLE-5552

Add Sort Capability to Patron Bill Screen

    
1.5OLE-5896

When more than one item is selected in Patron Bill, there needs to be a total amount value displayed.

    
1.5OLE-3774

Block renew if the new due date/time precedes the current due date/time

 5277

information in view item bill should include linked patron information

    
 OLE-2704

Send ILL overdues for unreturned items

    

Deliver Notices

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-5144Must Select Adobe Reader Before Seeing Notice    
 OLE-2995

04.07.01/04.08.01 Claims Returned

    

Calendar

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-4371Circulation Calendars    
1.5OLE-5147

Change Circ Desk field label "Group Name" to "Calendar Group Name"

    
1.5OLE-5381

Awkward Display on Calendar Needs Changes

    
1.5OLE-5380

Calendar Exception Type Needs to be Defined Locally

    

Circulation Desk

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3825

Create default values for circulation desk and location

    
0.8OLE-3563

Circulation Desk as a Pickup Location

    1.0OLE-4371Circulation Calendars

    
 OLE-3564Circulation Desk tied to multiple locations    
1.5OLE-5412

Add Location data for Lehigh

    
1.5OLE-4226

Need to be able to limit circulation by max number of a specific item type

    
1.5OLE-5624

Add Persisted Circ Desk Mapping for ole-quickstart

    
 OLE-2649

04.11 Circulation (TBA- mini specs)

    
 OLE-2997

Offline Circulation

    

 

 

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Circulation documentation

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