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OLE

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2757Check-

out

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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

Patron

Version	Jira#	Jira Description
0.8	OLE-3945	Need Cross-Reference between Proxy and Proxied Patrons
1.0	OLE-4899	Adjustments to Patron Search and Search Results
1.0	OLE-4110	Screen Display of Create New Patron
1.5	OLE-5549	Default Values on Patron Record
1.5	OLE-4653	Indicator on tabs if fields in the tab contain data
1.5	OLE-4744	Need to be able to see pending requests from the patron's loaned records display.
1.5	OLE-4263	Need ability to reactivate invalid patron barcodes
1.5	OLE-4225	Need to be able to differentiate between barcode invalidation reasons.
1.5	OLE-5620	Patron ID should not be first search option
1.5	OLE-5734	Cannot edit patron account if it has expired
1.5	OLE-5530	some input boxes in edit screen are not long enough to display information.
1.5	OLE-5553	Add Phone Number to Patron Search
1.5	OLE-5551	Make List of Items Currently Checked out Sortable
1.5	OLE-5531	Cannot search for patron by inactive barcode
1.5	OLE-4629	Patron Code Base Cleanup
1.5	OLE-5278	Patron screen behavior (edit)
1.5	OLE-5276	Patron screen behavior (view)
1.5	OLE-4784	Why are 'lost' items on the list of checked out items for Stephanie Sample?
	OLE-2697	My Account OLE API that will allow Integration with Discovery Services & ILL

Check

-In

Version

Jira#

Jira Description

Use Cases

Test Cases

Technical Design

Detailed Design

0.8

04.06 Circulation Checkout

2

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

1.5

OLE-4901

Certain Deliver permissions should be 'bundled' for convenience

1.5

OLE-4470

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

1.5

OLE-4139

Changes to missing pieces, damaged and claims returned

OLE-2992

Damaged check-in (2148)

OLE-4127

Hyperlinks within deliver screens should be more noticeable.

OLE-2673

User alerts for resources available

Version	Jira#	Jira Description
0.8	OLE-2692	04.01 Circulation Check-In Spec
0.8	OLE-3252	Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records
1.0	OLE-4108	Proxy patron display in check out screen
1.0	OLE-4136	Patron screen that is accesible from check out should offer a link to editable patron record for authorized users
1.0	OLE-3682	Deliver Permissions Requirements
1.0	OLE-4096	checkout and check in issues for items returned with missing pieces
1.5	OLE-5619	On Item Change Current Borrower value to Patron's Barcode and make it hyperlink
1.5	OLE-4260	Check out of an item that is still charged and lost or overdue should warn operator of billing/problem
	OLE-6028	Deliver screens lack navigation
	OLE-4100	Check out notes
1.5	OLE-5413	Remove Block for renewals prior to due date

Patron


1.5	OLE-3774	Block renew if the new due date/time precedes the current due date/time

Check-In

3945Need Cross-Reference between Proxy and Proxied Patrons4899Adjustments to Patron Search and Search Results5549Default Values on Patron Record

Version	Jira#	Jira Description	Use Cases	Test Cases
0.8	OLE-	2757	04.06 Circulation Checkout		2
	1.0	OLE-	2993	Minimal Content for Slips, Notices, Bills (2284)
1.0	OLE-4110Screen Display of Create New Patron3652	Modify Delivercode to use Item UUID in place of the item bar code for internal references
1.5	OLE-	4901	Certain Deliver permissions should be 'bundled' for convenience
1.5	OLE-4653Indicator on tabs if fields in the tab contain data4470	Printing of routing and hold slips should not interrupt checkin of materials
1.5	OLE-47444139	Need to be able to see pending requests from the patron's loaned records display.Changes to missing pieces, damaged and claims returned
1.5	OLE-4263Need ability to reactivate invalid patron barcodes2992	Damaged check-in (2148)
1.5	OLE-4225Need to be able to differentiate between barcode invalidation reasons4127	Hyperlinks within deliver screens should be more noticeable.
1.5	OLE-5620Patron ID should not be first search option2673	User alerts for resources available

Request

some input boxes in edit screen are not long enough to display information.5531Cannot search for patron by inactive barcode

1.5	OLE-5734	Cannot edit patron account if it has expired
1.5	OLE-5530	Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.0	OLE-3830	Placing Hold Request on On-Order Item
1.50	OLE-55534126	Add Phone Number to Patron Barcode Search to Request
1.50	OLE-5551Make List of Items Currently Checked out Sortable5000	Make Paging and Copy Requests Automatic; Route as an FYI
1.5	OLE-	3818	Allow Staff Operator to Edit Hold Expiration Date
1.5	OLE-4629Patron Code Base Cleanup4498	Rearrange Request Screen
1.5	OLE-5278Patron screen behavior (edit)4160	Modification to the workflow for Request Page/Hold
1.5	OLE-5276	Patron screen behavior (view)					1.5	OLE-4784	Why are 'lost' items on the list of checked out items for Stephanie Sample?2750	04.29 Automated approval process for user extension to holds
	OLE-2697	My Account OLE API that will allow Integration with Discovery Services & ILL	4204	Title level requests needed in addition to item level requests

Patron Bill

Version	Jira#	Jira Description
0.8	OLE-3771	Allow a line item on a patron bill to be posted with "e" for "error".
0.8	OLE-4085	Patron Bill Review
1.5	OLE-5552	Add Sort Capability to Patron Bill Screen
1.5	OLE-5896	When more than one item is selected in Patron Bill, there needs to be a total amount value displayed.
1.5	OLE-5277	information in view item bill should include linked patron information
	OLE-2704	Send ILL overdues for unreturned items

Request

Version	Jira#	Jira Description
1.0	OLE-3830	Placing Hold Request on On-Order Item
1.0	OLE-4126	Add Patron Barcode Search to Request
1.0	OLE-5000	Make Paging and Copy Requests Automatic; Route as an FYI
1.5	OLE-3818	Allow Staff Operator to Edit Hold Expiration Date
1.5	OLE-4498	Rearrange Request Screen
1.5	OLE-4160	Modification to the workflow for Request Page/Hold
1.5	OLE-2750	04.29 Automated approval process for user extension to holds
	OLE-4204	Title level requests needed in addition to item level requests

Renew

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-5413	Remove Block for renewals prior to due date
1.5	OLE-3774	Block renew if the new due date/time precedes the current due date/time

Deliver Notices

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-5144	Must Select Adobe Reader Before Seeing Notice
	OLE-2995	04.07.01/04.08.01 Claims Returned

Calendar

Version	Jira#	Jira Description
1.0	OLE-4371	Circulation Calendars
1.5	OLE-5147	Change Circ Desk field label "Group Name" to "Calendar Group Name"
1.5	OLE-5381	Awkward Display on Calendar Needs Changes
1.5	OLE-5380	Calendar Exception Type Needs to be Defined Locally

Circulation Desk

Version	Jira#	Jira Description
0.8	OLE-3825	Create default values for circulation desk and location
0.8	OLE-3563	Circulation Desk as a Pickup Location	1.0	OLE-4371	Circulation Calendars
	OLE-3564	Circulation Desk tied to multiple locations
1.5	OLE-5412	Add Location data for Lehigh
1.5	OLE-4226	Need to be able to limit circulation by max number of a specific item type
1.5	OLE-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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borderColor	#97A0A9
bgColor	#F8FCFF
titleBGColor	#F2F8FF
borderStyle	dashed

Circulation documentation

Page Tree

root	@self
expandCollapseAll	true
startDepth	3
searchBox	False

Version	Old Version 21	New Version Current
Changes made by	Palanivel Rajan (Unlicensed)	Patty Mescher (Unlicensed)
Saved on	Apr 01, 2014	Mar 26, 2015

Versions Compared

Key

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out

Purpose

Content

Patron

Check

Check-In

Request

Patron Bill

Request

Renew

Deliver Notices

Calendar

Circulation Desk

Circulation documentation

Page Comparison

Versions Compared

Key

Purpose

Content

Patron

Check

-

out

Check-In

Request

Patron Bill

Request

Renew

Deliver Notices

Calendar

Circulation Desk

Circulation documentation