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Sundar Rajakani (Unlicensed)

Patty Mescher (Unlicensed)

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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.

Contents

Table of Contents

Editor

Create, edit and delete Bibs

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-262419.01.01 Web Document Editor: Bib MARC (gaps reported from release 0.6)    

Create, Edit and Delete Instances

3902Instance Editor Locations too hard to input2555
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-Move Number of Pieces to Item Information Section    
0.8OLE-3873Must have unique item barcodes    
0.8OLE-3739Instance Editor Item note only allows one    
0.8OLE-36652555Instance Editor    
0.8OLE-255715.05.01 Create and Edit Instance & Item  OLE-Describe-2557-CreateInstance-TechnicalDesignOLE-Describe-2557-CreateInstance-DetailedDesign
0.8OLE-Instance Editor    0.8OLE-298019.03.04 Instance Schema for OLE 0.8, version 9    

Item

3902Move Number of Pieces to Item Information Section3739Instance Editor Item note only allows one255705.01 Create and Edit Instance & 2557CreateInstance2557CreateInstance
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3665Instance Editor Locations too hard to input    
0.8OLE-3739Instance Editor Item note only allows one    
0.8OLE-3873Must have unique item barcodes    
0.8OLE-3902Move Number of Pieces to Item Information Section    
0.8OLE-273715.14 Delete Bib, Instance, and Item  OLE-Describe-2737-DeleteBibInstanceItem-TechnicalDesignOLE-Describe-2737-DeleteBibInstanceItem-DetailedDesign

Left Pane

3993Sorting Items in Left Pane Display3952Instance shows "New Item" and you have to delete.82737 2737DeleteBibInstanceItem2737DeleteBibInstanceItem
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3952Instance shows "New Item" and you have to delete    
0.8OLE-3954Instance Editor call no prefix not showing in left pane    
0.8OLE-3993Sorting Items in Left Pane Display    
1.0OLE-267415.14 Delete Bib, Instance, and ItemBib Editor EnhancementsOLE-Describe-2674-BibEditorEnhancements-UseCases OLE-Describe-2674-BibEditorEnhancements-TechnicalDesignOLE-Describe-2674-BibEditorEnhancements-DetailedDesign

Call Number Browse

0.8266715.11 Sort Call Numbers2667SortCallNumbers2667SortCallNumbers2667SortCallNumbers
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3551Staff Only Bibliographic, Holding, and Item Records (hide from public display)OLE-Describe-3551-StaffOnlyBibsHoldingsItems-UseCases OLE-Describe-3551-StaffOnlyBibsHoldingsItem-TechnicalDesignOLE-Describe-3551-StaffOnlyBibsHoldingsItem-DetailedDesign

Sorting

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-266715.11 Sort Call NumbersOLE-Describe-2667-SortCallNumbers-UseCases OLE-Describe-2667-SortCallNumbers-TechnicalDesignOLE-Describe-2667-SortCallNumbers-DetailedDesign

Import Bib

Describe Import won't import a record without |a as the first subfield in 245082732OLE-Describe-2732-Import-Bib-TechnicalDesign2732ImportBib-DetailedDesign
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-4064 1.0OLE-2685Record Donor Info    
1.0OLE-3698Want to edit Location, Call no info on Item screen    
1.0OLE-4001Instance URLs entered in holdings or item should be clickable    
1.0OLE-4014 Instance item delete should not automatically delete holdings and bib    
1.0OLE-4334Instance Holdings needs a copy number field    
1.5OLE-15.09 Import Single Record - Bibs, InstanceImport-bib_desc-Use-Cases 2677Clickable URLs    
1.5OLE-2679Clone Instance & ItemOLE-Describe-2679-CloneInstanceItem-UseCases   
       
1.5OLE-2686Global changes to InstanceOLE-Describe-2686-

Overlay

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-273215.09 Import Single Record - Bibs, InstanceImport-bib_desc-Use-Cases OLE-Describe-2732-Import-Bib-TechnicalDesignOLE-Describe-2732-ImportBib-DetailedDesign
Bound-With
GlobalChangesToInstance-UseCases   
1.5OLE-3267Item Attached to Multiple Instances (Analytics)    
1.5OLE-4697Serials received issues should display on Holdings    
1.5OLE-4706Editor Holding note text block too small    

1.5

 

OLE-5141Need "copy number" field for single-copy REQ lines    
1.5OLE-4242

Bib Editor Enhancements

 

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

Search

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
01.85OLE-2769Create and Edit Instance & Item- Bound With'sDescribe-Module-Bound-With-Use-Case OLE-Describe-2769-BoundWiths-TechnicalDesignOLE-Describe-2769-BoundWiths-DetailedDesign
Transfer
4287OLE Search - Framework Enhancements - 1.5    

Browse

CallNumber

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-2885266715.xx Transfer Instance & Item11 Sort Call NumbersOLE-Describe-Transfer2667-Instance-Item-Use-Case_v1.1SortCallNumbers-UseCases OLE-Describe-28852667-TransferInstanceSortCallNumbers-TechnicalDesignOLE-Describe-28852667-TransferInstanceItemSortCallNumbers-DetailedDesign

Maintenance

Document

4023 0.8-4015255801 Location 280619.03.02  Instance- Maintenance Docs & Relationships264315.23 Bib Status
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-4027UI cleanup: Change "Instance Item Type" maintenance doc to just "Item Type".255819.03.01 Instance- Location Maintenance Docs & Relationships    
0.8OLE-Call number type maintenance doc: cleanup needed in UI 264315.23 Bib Status  OLEUpdate persisting Locations data    
0.8OLE-2848 Location    
-Describe-2643-BibStatus-TechnicalDesignOLE-Describe-2643-BibStatus-DetailedDesign
0.8OLE-280619.03.02  Instance- Maintenance Docs & Relationships    
0.8OLE-4015Update persisting Locations data    
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-4023Call number type maintenance doc: cleanup needed in UI  OLE-Describe-2643-BibStatus-TechnicalDesignOLE-Describe-2643-BibStatus-DetailedDesign

Item Type

  
0.8OLE-4027UI cleanup: Change "Instance Item Type" maintenance doc to just "Item Type".    
Call Number Type

Location

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-2848 Location    
1.5OLE-4023Call number type maintenance doc: cleanup needed in UI4230Location administration: Cumbersome display on "Ole location" administration summary screen    
Bibliographic Record Status

Import Single Bib

264323 Bib Status 2643BibStatus2643BibStatus
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-273215.09 Import Single Record - Bibs, InstanceImport-bib_desc-Use-Cases OLE-Describe-2732-Import-Bib-TechnicalDesignOLE-Describe-2732-ImportBib-DetailedDesign

Location

082848 Location
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-4015Update persisting Locations data0.8OLE-4064 Describe Import won't import a record without |a as the first subfield in 245    
1.0OLE-3868Import bib should reject MARC8 encoding with an error    
1.5OLE-5172Bib Import Profile Protects All of Field 024, Not Just Subfield $a (as specified)    

Batch Process

Batch Import

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0.8OLE-255819.03.01 Instance- Location Maintenance Docs & Relationships3575Import Enhancements S&A - Release 1.0    
1.5OLE-5235E-instance import -- support multiple URLs    
Location Import

Batch Export

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
 1.0.8OLE-2654 Export Records (Single & Batch)  OLE-2654-BatchExport-TestCases OLE-Describe-2654-ExportRecords-TechnicalDesign 
 1.0OLE-2848 Location4892 Batch Export need to be able to map Call number prefix    
Docstore

Batch Delete

.83865 Docstore needs a button to take you to Describe Edit82194SEARCH: NISO Search results sorting standardNISO_Sorting_Test_Results
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3964Batch delete of bib, holding, item records    
01.85OLE-3041Reload bulk Bibliographic documents to Docstore for OLE 0.85108When a user cancels a batch delete, the display should provide confirmation that the job was cancelled    0
1.5OLE-5158Batch delete of instances    

  Bound-With

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-1995SEARCH: Docstore Bib Search with Checkout & Checkin    0.8OLE-3291Bulk Ingest Process page needs to work with the server folder structure in the new CM configurations and not hard coded & Linking bib to instance working2769Create and Edit Instance & Item- Bound With'sDescribe-Module-Bound-With-Use-Case OLE-Describe-2769-BoundWiths-TechnicalDesignOLE-Describe-2769-BoundWiths-DetailedDesign
1.0OLE-4063Display all linked bib records for a bound-with    

Transfer

-2375SEARCH: Normalization- Docstore records (part of bib and instance editors/search
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-288515.xx Transfer Instance & ItemDescribe-Transfer-Instance-Item-Use-Case_v1.1 OLE-Describe-2885-TransferInstance-TechnicalDesignOLE-Describe-2885-TransferInstanceItem-DetailedDesign

Analytics

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-3267Item Attached to Multiple Instances (Analytics)    

Docstore

Search

1995OLE-
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3865 1995Docstore needs a button to take you to Describe EditSEARCH: Docstore Bib Search with Checkout & Checkin    
0.8OLE-2194SEARCH: NISO Search results sorting standard NISO_Sorting_Test_Results  
0.8OLE-SEARCH: Docstore Bib Search with Checkout & Checkin    0.82375SEARCH: Normalization- Docstore records (part of bib and instance editors/search)    

Ingesting

Use Cases
VersionJira#Jira DescriptionTest CasesTechnical DesignDetailed Design
0.8OLE-3041Reload bulk Bibliographic documents to Docstore for OLE 0.8    
0.8OLE-3291Bulk Ingest
Detailed Design3041Reload bulk Bibliographic documents to Docstore for OLE 0.8
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignProcess page needs to work with the server folder structure in the new CM configurations and not hard coded & Linking bib to instance working    
0.8OLE-3865 Docstore needs a button to take you to Describe Edit    

Sonar

Sonar Coverage for Transfer
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-39101.0OLE-3462Need a Local Identifier for all OLE Records    
1.0OLE-3866DocStore Search: Display modications (listing for instance, holdings, item)    

POC

Rice 2.0 POC
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-22861.0OLE-4270Upgrade OLEDocstore with RDBMS    
1.5OLE-3585Docstore Search - S&A Requirements    

Staff Upload

Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3252 1.5OLE-4358Docstore Search - Describe Requirements    
1.5OLE-5210Docstore Rebuild Index    
 
1.5OLE-5389Jackrabbit - Move Licensing to RDBMS    
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Cataloging documentation

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