Kathleen Gerdink
Patty Mescher (Unlicensed)
Jul 19, 2012
Mar 26, 2015
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.
Screen Display of Create New Patron
Indicator on tabs if fields in the tab contain data
Need to be able to see pending requests from the patron's loaned records display.
Need ability to reactivate invalid patron barcodes
Need to be able to differentiate between barcode invalidation reasons.
Patron ID should not be first search option
Cannot edit patron account if it has expired
some input boxes in edit screen are not long enough to display information.
Add Phone Number to Patron Search
Make List of Items Currently Checked out Sortable
Cannot search for patron by inactive barcode
Patron Code Base Cleanup
Patron screen behavior (edit)
Patron screen behavior (view)
Why are 'lost' items on the list of checked out items for Stephanie Sample?
My Account OLE API that will allow Integration with Discovery Services & ILL
Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records
Patron screen that is accesible from check out should offer a link to editable patron record for authorized users
Deliver Permissions Requirements
checkout and check in issues for items returned with missing pieces
On Item Change Current Borrower value to Patron's Barcode and make it hyperlink
Check out of an item that is still charged and lost or overdue should warn operator of billing/problem
Deliver screens lack navigation
Check out notes
Remove Block for renewals prior to due date
Minimal Content for Slips, Notices, Bills (2284)
Modify Delivercode to use Item UUID in place of the item bar code for internal references
Certain Deliver permissions should be 'bundled' for convenience
Printing of routing and hold slips should not interrupt checkin of materials
Changes to missing pieces, damaged and claims returned
Damaged check-in (2148)
Hyperlinks within deliver screens should be more noticeable.
Placing Hold Request on On-Order Item
Make Paging and Copy Requests Automatic; Route as an FYI
Rearrange Request Screen
Modification to the workflow for Request Page/Hold
04.29 Automated approval process for user extension to holds
Title level requests needed in addition to item level requests
Patron Bill Review
Add Sort Capability to Patron Bill Screen
When more than one item is selected in Patron Bill, there needs to be a total amount value displayed.
information in view item bill should include linked patron information
Send ILL overdues for unreturned items
04.07.01/04.08.01 Claims Returned
Change Circ Desk field label "Group Name" to "Calendar Group Name"
Awkward Display on Calendar Needs Changes
Calendar Exception Type Needs to be Defined Locally
Create default values for circulation desk and location
Circulation Desk as a Pickup Location
Add Location data for Lehigh
Need to be able to limit circulation by max number of a specific item type
Add Persisted Circ Desk Mapping for ole-quickstart
04.11 Circulation (TBA- mini specs)
Offline Circulation