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Purpose

This space page provides information , links and files that describes the technical architecture of OLE Cataloging documents (Bib, Instance) and, workflows; metadata; Editors; and, document policy and permissions.We will continue to develop and modify the information as Kuali OLE continues to evolveand links related to the functionality of Describe module in OLE till the latest release.

Editor

Create, edit and delete Bibs

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-2624	19.01.01 Web Document Editor: Bib MARC (gaps reported from release 0.6)
		0.8	OLE-2555	Instance Editor

Leader

262401.01 Web Document Editor: Bib MARC (gaps reported from release 0.6)

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-2557	15.05.01 Create and Edit Instance & Item			OLE-Describe-2557-CreateInstance-TechnicalDesign	OLE-Describe-2557-CreateInstance-DetailedDesign
0.8	OLE-	2980	19.	03.04 Instance Schema for OLE 0.8, version 9

Control Fields

Detailed Design262419.01.01 Web Document Editor: Bib MARC (gaps reported from release 0.6)

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design
0.8	OLE-	3665	Instance Editor Locations too hard to input

Data Fields

262419.01.01 Web Document Editor: Bib MARC (gaps reported from release 0.6)

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-	3739	Instance Editor Item note only allows one

Create, Edit and Delete Instances

3873Must have unique item barcodes 3739 Editor Item note only allows one3665 Locations too hard to input2557 2557CreateInstance2557CreateInstance.82555Instance Editor

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-3873	Must have unique item barcodes
0.8	OLE-3902	Move Number of Pieces to Item Information Section
0.8	OLE-	2737	15.14 Delete Bib, Instance, and Item				OLE-Describe-2737-DeleteBibInstanceItem-TechnicalDesign	OLE-Describe-2737-DeleteBibInstanceItem-DetailedDesign
0.8	OLE-	3952	Instance	shows "New Item" and you have to delete
0.8	OLE-	3954	Instance Editor	call no prefix not showing in left pane
0.8	OLE-	15.05.01 Create and Edit Instance & Item	3993	Sorting Items in Left Pane Display
1.0	OLE-2674	Bib Editor Enhancements	OLE-Describe-2674-BibEditorEnhancements-UseCases		OLE-Describe-2674-BibEditorEnhancements-TechnicalDesign	OLE-Describe-2674-BibEditorEnhancements-DetailedDesign
1.0	OLE-3551	Staff Only Bibliographic, Holding, and Item Records (hide from public display)	OLE-Describe-3551-StaffOnlyBibsHoldingsItems-UseCases		OLE-Describe-	3551-	StaffOnlyBibsHoldingsItem-TechnicalDesign	OLE-Describe-	3551-	StaffOnlyBibsHoldingsItem-DetailedDesign
1.0		OLE-	2685	Record Donor Info
1.0.8	OLE-298019.03.04 Instance Schema for OLE 0.8, version 93698	Want to edit Location, Call no info on Item screen

Item

Move Number of Pieces to Item Information Section.83873Must have unique item barcodes083739Instance Editor Item note only allows one08255715.05.01 Create and Edit OLE-Describe-2557-CreateInstance-TechnicalDesign2557CreateInstance-DetailedDesign

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design
0.8	OLE-3902	1.0	OLE-4001	Instance URLs entered in holdings or item should be clickable
1.0	OLE-4014	Instance item delete should not automatically delete holdings and bib
1.0		OLE-	4334	Instance Holdings needs a copy number field
1.	5	OLE-	2677	Clickable URLs
1.	5	OLE-	2679	Clone Instance & Item	OLE-Describe-2679-CloneInstanceItem-UseCases

1.5	OLE-2686	Global changes to Instance	OLE-Describe-	2686-

Left Pane

Sorting Items in Left Pane Display083954Instance Editor call no prefix not showing in left pane083952Instance shows "New Item" and you have to delete08273715.14 Delete Bib, Instance, and Item

Version	Jira#	Jira Description	Use Cases	Test Cases
0.8	OLE-3993	GlobalChangesToInstance-UseCases
1.5	OLE-3267	Item Attached to Multiple Instances (Analytics)
1.5	OLE-4697	Serials received issues should display on Holdings
1.	5	OLE-	4706	Editor Holding note text block too small
1.	5	OLE-	5141	Need "copy number" field for single-copy REQ lines
1.	5	OLE-	4242	Bib Editor Enhancements	OLE-Describe-2737-DeleteBibInstanceItem-TechnicalDesign	OLE-Describe-2737-DeleteBibInstanceItem-DetailedDesign

Call Number Browse

1.5	OLE-5211	Editor slow when there are many items
1.5	OLE-5323	Publisher information display change in PURAP documents

Search

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
01.85	OLE-2667	15.11 Sort Call Numbers	OLE-Describe-2667-SortCallNumbers-UseCases		OLE-Describe-2667-SortCallNumbers-TechnicalDesign	OLE-Describe-2667-SortCallNumbers-DetailedDesign

Sorting

4287

OLE Search - Framework Enhancements - 1.5

Browse

CallNumber

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-2667	15.11 Sort Call Numbers	OLE-Describe-2667-SortCallNumbers-UseCases		OLE-Describe-2667-SortCallNumbers-TechnicalDesign	OLE-Describe-2667-SortCallNumbers-DetailedDesign

Import Bib

Maintenance

273209 Import Single Record - Bibs, InstanceImport-bib_desc-Use-Cases2732Import-Bib2732ImportBib

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-4064 Describe Import won't import a record without \|a as the first subfield in 2452558	19.03.01 Instance- Location Maintenance Docs & Relationships
0.8	OLE-	2643	15.	23 Bib Status			OLE-Describe-	2643-	BibStatus-TechnicalDesign	OLE-Describe-	2643-	BibStatus-DetailedDesign

Overlay

Detailed Design2732

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	0.8	OLE-2806	19.03.02 Instance- Maintenance Docs & Relationships
0.8	OLE-4015	Update persisting Locations data
0.8	OLE-	15.09 Import Single Record - Bibs, Instance	Import-bib_desc-Use-Cases		OLE-Describe-2732-Import-Bib-TechnicalDesign	OLE-Describe-2732-ImportBib-DetailedDesign

Bound-With

4023	Call number type maintenance doc: cleanup needed in UI
0.8	OLE-4027	UI cleanup: Change "Instance Item Type" maintenance doc to just "Item Type".

Location

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-2769	Create and Edit Instance & Item- Bound With's	Describe-Module-Bound-With-Use-Case		OLE-Describe-2769-BoundWiths-TechnicalDesign	OLE-Describe-2769-BoundWiths-DetailedDesign

Transfer

2848	Location
1.5	OLE-4230	Location administration: Cumbersome display on "Ole location" administration summary screen

Import Single Bib

2885xx Transfer Instance & ItemDescribe-Transfer-Instance-Item-Use-Case_v1.12885TransferInstance2885TransferInstanceItem

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-	2732	15.	09 Import Single Record - Bibs, Instance	Import-bib_desc-Use-Cases		OLE-Describe-	2732-Import-	Bib-TechnicalDesign	OLE-Describe-	2732-	ImportBib-DetailedDesign

Maintenance Document

.84023Call number type maintenance doc: cleanup needed in UI084015Update persisting Locations data19.03.01 Instance- Location Maintenance Docs & Relationships

Version	Jira#	Jira Description	Use Cases	Test Cases
0.8	OLE-4027UI cleanup: Change "Instance Item Type" maintenance doc to just "Item Type".4064	Describe Import won't import a record without \|a as the first subfield in 245
1.0		OLE-	3868	Import bib should reject MARC8 encoding with an error
1.	5	OLE-	5172	Bib Import Profile Protects All of Field 024, Not Just Subfield $a (as specified)
0.8	OLE-2848	Location
0.8	OLE-2558

Batch Process

Batch Import

8280619.03.02 Instance- Maintenance Docs & Relationships

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.0	OLE-3575	Import Enhancements S&A - Release 1.0				0
1.	5	OLE-	5235	E-instance import -- support multiple URLs

Batch Export

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.0.8	OLE-264315.23 Bib Status2654	Export Records (Single & Batch)		OLE-2654-BatchExport-TestCases	OLE-Describe-26432654-BibStatusExportRecords-TechnicalDesign		OLE-Describe-2643-BibStatus-DetailedDesign

Item Type

1.0

OLE-4892

Batch Export need to be able to map Call number prefix

Batch Delete

.84027UI cleanup: Change "Instance Item Type" maintenance doc to just "Item Type".

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.0		OLE-	3964	Batch delete of bib, holding, item records

Call Number Type

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-4023	Call number type maintenance doc: cleanup needed in UI1.5	OLE-5108	When a user cancels a batch delete, the display should provide confirmation that the job was cancelled
1.5	OLE-5158	Batch delete of instances

Bibliographic Record Status

Bound-With

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
0.8	OLE-2643	15.23 Bib Status	2769	Create and Edit Instance & Item- Bound With's	Describe-Module-Bound-With-Use-Case		OLE-Describe-26432769-BibStatusBoundWiths-TechnicalDesign	OLE-Describe-26432769-BibStatusBoundWiths-DetailedDesign

Location


1.0	OLE-4063	Display all linked bib records for a bound-with

Transfer

Version	Jira#	Jira Description
0.8	OLE-4015	Update persisting Locations data
0.8	OLE-2848	Location
0.8	OLE-2558	19.03.01 Instance- Location Maintenance Docs & Relationships

Location Import

2885

15.xx Transfer Instance & Item

Describe-Transfer-Instance-Item-Use-Case_v1.1

OLE-Describe-2885-TransferInstance-TechnicalDesign

OLE-Describe-2885-TransferInstanceItem-DetailedDesign

Analytics

082848 Location

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.	5	OLE-	3267	Item Attached to Multiple Instances (Analytics)

Docstore

3041 2194 NISO Search results sorting standardNISO_Sorting_Test_Results1995SEARCH: Docstore Bib Search with Checkout & Checkin

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design
0.8	OLE-3865 1995	Docstore needs a button to take you to Describe EditSEARCH: Docstore Bib Search with Checkout & Checkin
0.8	OLE-	Reload bulk Bibliographic documents to Docstore for OLE 0.8		2194	SEARCH: NISO Search results sorting standard	NISO_Sorting_Test_Results
0.8	OLE-	2375	SEARCH:	Normalization- Docstore records (part of bib and instance editors/search)
0.8	OLE-	3041	Reload bulk Bibliographic documents to Docstore for OLE 0.8
0.8	OLE-3291	Bulk Ingest Process page needs to work with the server folder structure in the new CM configurations and not hard coded & Linking bib to instance working
0.8	OLE-2375	SEARCH: Normalization- Docstore records (part of bib and instance editors/search)

Docstore Search

OLE-.82194.82375SEARCH: Normalization- Docstore records (part of bib and instance editors/search

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design
0.8	3865	Docstore needs a button to take you to Describe Edit
1.0		OLE-	SEARCH: NISO Search results sorting standard		NISO_Sorting_Test_Results	0.8	OLE-1995	SEARCH: Docstore Bib Search with Checkout & Checkin	3462	Need a Local Identifier for all OLE Records
1.0		OLE-	3866	DocStore Search: Display modications (listing for instance, holdings, item)

Ingesting

0.83041Reload bulk Bibliographic documents to Docstore for OLE 0.8

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.0	OLE-	4270	Upgrade OLEDocstore with RDBMS

Bulk Ingest

0.83041Reload bulk Bibliographic documents to Docstore for OLE 0.8

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-	3585	Docstore Search - S&A Requirements

Sonar

0.83910Sonar Coverage for Transfer

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-	4358	Docstore Search - Describe Requirements

POC

0.82286Rice 2.0 POC

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-	5210	Docstore Rebuild Index

Staff Upload

0.83252

Version	Jira#	Jira Description	Use Cases	Test Cases	Technical Design	Detailed Design
1.5	OLE-	Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records

5389

Jackrabbit - Move Licensing to RDBMS

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Panel

borderColor	#97A0A9
bgColor	#F8FCFF
titleBGColor	#F2F8FF
borderStyle	dashed

Cataloging documentation

Page Tree

root	@self
expandCollapseAll	true
startDepth	3
searchBox	False

Version	Old Version 41	New Version Current
Changes made by	premkumar velusamy	Patty Mescher (Unlicensed)
Saved on	Dec 03, 2013	Mar 26, 2015

Versions Compared

Key

Purpose

Contents

Editor

Create, edit and delete Bibs

Leader

Control Fields

Data Fields

Create, Edit and Delete Instances

Item

Left Pane

Search

Browse

CallNumber

Maintenance

Overlay

Location

Import Single Bib

Maintenance Document

Batch Process

Batch Import

Batch Export

Batch Delete

Call Number Type

Bound-With

Transfer

Location Import

Analytics

Docstore

Docstore Search

Ingesting

Bulk Ingest

Sonar

POC

Staff Upload

Cataloging documentation

Page Comparison

Versions Compared

Key

Purpose

Contents

Editor

Create, edit and delete Bibs

Leader

Control Fields

Data Fields

Create, Edit and Delete Instances

Item

Left Pane

Search

Browse

CallNumber

Maintenance

Overlay

Location

Import Single Bib

Maintenance Document

Batch Process

Batch Import

Batch Export

Batch Delete

Call Number Type

Bound-With

Transfer

Location Import

Analytics

Docstore

Docstore Search

Ingesting

Bulk Ingest

Sonar

POC

Staff Upload

Cataloging documentation