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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

OLE-Describe-2674-BibEditorEnhancements-UseCasesOLE-3551
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-262419.01.01 Web Document Editor: Bib MARC (gaps reported from release 0.6)    1.0OLE-2674Bib Editor Enhancements OLE-Describe-2674-BibEditorEnhancements-TechnicalDesignOLE-Describe-2674-BibEditorEnhancements-DetailedDesign1.0Staff Only Bibliographic, Holding, and Item Records (hide from public display)OLE-Describe-3551-StaffOnlyBibsHoldingsItems-UseCases OLE-Describe-3551-StaffOnlyBibsHoldingsItem-TechnicalDesignOLE-Describe-3551-StaffOnlyBibsHoldingsItem-DetailedDesign

Create, Edit and Delete Instances

Use Cases
VersionJira#Jira DescriptionTest CasesTechnical DesignDetailed Design
0.8OLE-2555Instance Editor    
0.8OLE-255715.05.01 Create and Edit Instance & Item  OLE-Describe-2557-CreateInstance-TechnicalDesignOLE-Describe-2557-CreateInstance-DetailedDesign
0.8OLE-298019.03.04 Instance Schema for OLE 0.8, version 9    
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
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-2674Bib Editor EnhancementsOLE-Describe-2674-BibEditorEnhancements-UseCases OLE-Describe-2674-BibEditorEnhancements-TechnicalDesignOLE-Describe-2674-BibEditorEnhancements-DetailedDesign
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
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    

 

Left Pane

0.8
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-273715.14 Delete Bib, Instance, and Item  1.5OLE-2677Clickable URLs    
1.5OLE-2679Clone Instance & ItemOLE-Describe-2679-CloneInstanceItem-UseCases   
       
1.5OLE-2686Global changes to InstanceOLE-Describe-27372686-DeleteBibInstanceItem-TechnicalDesignOLE-Describe-2737-DeleteBibInstanceItem-DetailedDesign0.8OLE-3952Instance shows "New Item" and you have to deleteGlobalChangesToInstance-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

 

    
01.85OLE-39545211Instance Editor call no prefix not showing in left paneEditor slow when there are many items    
1.5OLE-5323Publisher information display change in PURAP documents    

Search

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-3993Sorting Items in Left Pane Display4287OLE Search - Framework Enhancements - 1.5    
Call Number

Browse

CallNumber

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

Maintenance

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

Location

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-2848 Location    
1.5OLE-4230Location administration: Cumbersome display on "Ole location" administration summary screen    

Import Single Bib

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
0.8OLE-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
1.0OLE-3575Import Enhancements S&A - Release 1.0    
1.5OLE-5235E-instance import -- support multiple URLs    

Batch Export

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
 1.0OLE-2654 Export Records (Single & Batch)  OLE-2654-BatchExport-TestCases OLE-Describe-2654-ExportRecords-TechnicalDesign 
 1.0OLE-4892 Batch Export need to be able to map Call number prefix    

Batch Delete

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3964Batch delete of bib, holding, item records    
1.5OLE-5108When a user cancels a batch delete, the display should provide confirmation that the job was cancelled    
1.5OLE-5158Batch delete of instances    

  Bound-With

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-2769Create 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

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
Maintenance Document

Analytics

082558
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-19.03.01 Instance- Location Maintenance Docs & Relationships    
0.8OLE-264315.23 Bib Status  OLE-Describe-2643-BibStatus-TechnicalDesignOLE-Describe-2643-BibStatus-DetailedDesign
0.8OLE-280619.03.02  Instance- Maintenance Docs & Relationships    
0.8OLE-2848 Location    
0.8OLE-4015Update persisting Locations data    
0.8OLE-4023Call number type maintenance doc: cleanup needed in UI    
0.8OLE-4027UI cleanup: Change "Instance Item Type" maintenance doc to just "Item Type". 3267Item Attached to Multiple Instances (Analytics)    

Docstore

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-1995SEARCH: Docstore Bib Search with Checkout & Checkin    
0.8OLE-2194SEARCH: NISO Search results sorting standard NISO_Sorting_Test_Results  
0.8OLE-2375SEARCH: Normalization- Docstore records (part of bib and instance editors/search)    
0.8OLE-3041Reload bulk Bibliographic documents to Docstore for OLE 0.8    
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 working    
0.8OLE-3865 Docstore needs a button to take you to Describe Edit    

 

Ingesting

0.83041Reload bulk Bibliographic documents to Docstore for OLE 0.8
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3462Need a Local Identifier for all OLE Records    

Sonar

0.83910Sonar Coverage for Transfer
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3866DocStore Search: Display modications (listing for instance, holdings, item)    

POC

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-2286Rice 2.0 POC    

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 1.0OLE-4270Upgrade OLEDocstore with RDBMS    

 

Roles and Permissions

Technical Design03931 
VersionJira#Jira DescriptionUse CasesTest CasesDetailed Design
1.5OLE-Roles & Permisions - Describe 1.03585Docstore Search - S&A Requirements    

Batch Delete

Jira#03964OLE-Describe-3964-BatchDeleteOfBibHoldingItem-DetailedDesign
VersionJira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-Batch delete of bib, holding, item records OLE-Describe-3964-BatchDeleteOfBibHoldingItem-UseCasesOLE-Describe-3964-BatchDeleteOfBibHoldingItem-TechnicalDesign4358Docstore Search - Describe Requirements    

Batch Export

 1.02654 Export Records (Single & Batch)OLE-2654-BatchExport-TestCasesOLE-Describe-2654-ExportRecords-TechnicalDesign 104892 Batch Export need to be able to map Call number prefix
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-5210Docstore Rebuild Index    
1.5OLE-5389Jackrabbit - Move Licensing to RDBMS    
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Cataloging documentation

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