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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)    
10.08OLE-26742555Bib Instance Editor EnhancementsOLE-Describe-2674-BibEditorEnhancements-UseCases  OLE-Describe-2674-BibEditorEnhancements-TechnicalDesignOLE-Describe-2674-BibEditorEnhancements-DetailedDesign1.0  
0.8OLE-3551Staff Only Bibliographic, Holding, and Item Records (hide from public display)OLE-Describe-3551-StaffOnlyBibsHoldingsItems-UseCases255715.05.01 Create and Edit Instance & Item  OLE-Describe-35512557-StaffOnlyBibsHoldingsItemCreateInstance-TechnicalDesignOLE-Describe-35512557-StaffOnlyBibsHoldingsItemCreateInstance-DetailedDesign
10.58OLE-4242Bib Editor Enhancements298019.03.04 Instance Schema for OLE 0.8, version 9     
10.58OLE-52113665Editor slow when there are many itemsInstance Editor Locations too hard to input    
10.58OLE-5323Publisher information display change in PURAP documents3739Instance Editor Item note only allows one    

Create, Edit and Delete Instances

Detailed Design2555Instance Editor
VersionJira#Jira DescriptionUse CasesTest CasesTechnical Design0.8OLE-3873Must have unique item barcodes    
0.8OLE-3902Move Number of Pieces to Item Information Section    
0.8OLE-2557273715.05.01 Create and Edit Instance & 14 Delete Bib, Instance, and Item  OLE-Describe-25572737-CreateInstanceDeleteBibInstanceItem-TechnicalDesignOLE-Describe-25572737-CreateInstanceDeleteBibInstanceItem-DetailedDesign
0.8OLE-2980395219.03.04 Instance Schema for OLE 0.8, version 9Instance shows "New Item" and you have to delete    
0.8OLE-36653954Instance Editor Locations too hard to inputcall no prefix not showing in left pane    
0.8OLE-3739Instance Editor Item note only allows one3993Sorting Items in Left Pane Display    
1.0.8OLE-3873Must have unique item barcodes    0.8OLE-3902Move Number of Pieces to Item Information Section    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    
1.5OLE-2677Clickable URLs    
1.5OLE-2679Clone Instance & ItemOLE-Describe-2679-CloneInstanceItem-UseCases   
       
1.5OLE-2686Global changes to InstanceOLE-Describe-2686-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    

 

Left Pane

083993Sorting Items in Left Pane Display
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.81.5OLE-2737424215.14 Delete Bib, Instance, and Item

Bib Editor Enhancements

 

 OLE-Describe-2737-DeleteBibInstanceItem-TechnicalDesignOLE-Describe-2737-DeleteBibInstanceItem-DetailedDesign0.8OLE-3952Instance shows "New Item" and you have to delete    
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    
Call Number Browse

Search

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
01.85OLE-266715.11 Sort Call Numbers4287OLE -Describe-2667-SortCallNumbers-UseCases OLE-Describe-2667-SortCallNumbers-TechnicalDesignOLE-Describe-2667-SortCallNumbers-DetailedDesign

 

Import 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)Search - Framework Enhancements - 1.5    
 

Browse

Bound-With

CallNumber

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_v1.1266715.11 Sort Call NumbersOLE-Describe-2667-SortCallNumbers-UseCases OLE-Describe-28852667-TransferInstanceSortCallNumbers-TechnicalDesignOLE-Describe-28852667-TransferInstanceItemSortCallNumbers-DetailedDesign

Maintenance

Document

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

Docstore

19953041Reload bulk Bibliographic documents to Docstore for OLE 0.8Docstore Search - Describe Requirements
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-SEARCH: 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)    
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    
1.0.8OLE-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 working3868Import bib should reject MARC8 encoding with an error    
1.05OLE-3866DocStore Search: Display modications (listing for instance, holdings, item5172Bib Import Profile Protects All of Field 024, Not Just Subfield $a (as specified)    
0.8OLE-3865 Docstore needs a button to take you to Describe Edit    
1.5OLE-4358

Batch Process

Batch Import

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3575Import Enhancements S&A - Release 1.0    
1.5OLE-5210Docstore Rebuild Index5235E-instance import -- support multiple URLs    

 

Ingesting

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-3041Reload bulk Bibliographic documents to Docstore for OLE 0.84892 Batch Export need to be able to map Call number prefix    
Sonar

Batch Delete

.83910Sonar Coverage for Transfer
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3964Batch delete of bib, holding, item records    

POC

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-2286Rice 2.0 POC1.5OLE-5108When a user cancels a batch delete, the display should provide confirmation that the job was cancelled    
1.5OLE-5158Batch delete of instances    
Staff Upload

  Bound-With

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3252 Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance recordsOLE-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

Roles and Permissions

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
10.08OLE-3931Roles & Permisions - Describe 1.0OLE-Describe-3964-BatchDeleteOfBibHoldingItem-UseCasesOLE-3964-BatchDelete-TestCases288515.xx Transfer Instance & ItemDescribe-Transfer-Instance-Item-Use-Case_v1.1 OLE-Describe-39642885-BatchDeleteOfBibHoldingItemTransferInstance-TechnicalDesignOLE-Describe-39642885-BatchDeleteOfBibHoldingItemTransferInstanceItem-DetailedDesign

Analytics

 
1.5OLE-4856Not able to see all permissions when creating a role   VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-5185Create additional permissions for editing3267Item Attached to Multiple Instances (Analytics)    
 

Docstore

Batch Delete

Batch delete of bib, holding, item records155108When a user cancels a batch delete, the display should provide confirmation that the job was cancelled
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design1.0OLE-3964
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    
10.58OLE-5158Batch delete of instances3291Bulk 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   

Batch Export

 12654 Export Records (Single & BatchOLE-2654-BatchExport-TestCases Batch Export need to be able to map Call number prefix
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
 
1.0OLE-3462Need a Local Identifier for all OLE Records    
1.0OLE-3866DocStore Search: Display modications (listing for instance, holdings, item)   OLE-Describe-2654-ExportRecords-TechnicalDesign  1.0OLE-4892  
1.0OLE-4270Upgrade OLEDocstore with RDBMS    
1.5OLE-3585Docstore Search - S&A Requirements    
1.5OLE-4358Docstore Search - Describe Requirements    

Order Recording

4474Add list of fields to load profile for populating with 9xx data
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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