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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

2555Instance Editor
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-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

Bib Import Profile Protects All of Field 024, Not Just Subfield $a (as specified)
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-5172Search - 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    

 

Docstore

Import Single Bib

1995 2194NISO_Sorting_Test_Results
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-SEARCH: Docstore Bib Search with Checkout & Checkin   273215.09 Import Single Record - Bibs, InstanceImport-bib_desc-Use-Cases OLE-Describe-2732-Import-Bib-TechnicalDesignOLE-Describe-2732-ImportBib-DetailedDesign
0.8OLE-SEARCH: NISO Search results sorting standard 4064 Describe Import won't import a record without |a as the first subfield in 245    
1.0.8OLE-2375SEARCH: Normalization- Docstore records (part of bib and instance editors/search)3868Import bib should reject MARC8 encoding with an error    
01.85OLE-3041Reload bulk Bibliographic documents to Docstore for OLE 0.85172Bib Import Profile Protects All of Field 024, Not Just Subfield $a (as specified)    

Batch Process

0.8

Batch Import

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
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3575Import Enhancements S&A - Release 1.0    
01.85OLE-3865 Docstore needs a button to take you to Describe Edit5235E-instance import -- support multiple URLs    
1.0OLE-3462Need a Local Identifier for all OLE Records    
1

Batch Export

3866DocStore Search: Display modications (listing for instance, holdings, item14270Upgrade OLEDocstore with RDBMS
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

5210Docstore Rebuild Index
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.50OLE-4358Docstore Search - Describe Requirements3964Batch 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-5389Jackrabbit - Move Licensing to RDBMS5158Batch delete of instances    
Ingesting

  Bound-With

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3041Reload bulk Bibliographic documents to Docstore for OLE 0.82769Create 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    
Sonar

Transfer

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3910Sonar Coverage for Transfer    
POC
288515.xx Transfer Instance & ItemDescribe-Transfer-Instance-Item-Use-Case_v1.1 OLE-Describe-2885-TransferInstance-TechnicalDesignOLE-Describe-2885-TransferInstanceItem-DetailedDesign

Analytics

082286Rice 2.0 POC
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-3267Item Attached to Multiple Instances (Analytics)    
Staff Upload

Docstore

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 records1995SEARCH: Docstore Bib Search with Checkout & Checkin    

 

Roles and Permissions

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3931Roles & Permisions - Describe 1.0OLE-Describe-3964-BatchDeleteOfBibHoldingItem-UseCasesOLE-3964-BatchDelete-TestCasesOLE-Describe-3964-BatchDeleteOfBibHoldingItem-TechnicalDesignOLE-Describe-3964-BatchDeleteOfBibHoldingItem-DetailedDesign
1.5OLE-4856Not able to see all permissions when creating a role0.8OLE-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-5185Create additional permissions for editing3291Bulk 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    

Batch Import

3575Import Enhancements S&A - Release 1.0
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3865 Docstore needs a button to take you to Describe Edit    
1.0OLE-3462Need a Local Identifier for all OLE Records    

Batch Export

 12654 Export Records (Single & BatchOLE-2654-BatchExport-TestCasesOLE-Describe-2654-ExportRecords-TechnicalDesign 14892 Batch Export need to be able to map Call number prefix
VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3866DocStore Search: Display modications (listing for instance, holdings, item)    
1.0OLE-4270Upgrade OLEDocstore with RDBMS    

Batch Delete

Use Cases5108When a user cancels a batch delete, the display should provide confirmation that the job was cancelled
VersionJira#Jira DescriptionTest CasesTechnical DesignDetailed Design
1.05OLE-3964Batch delete of bib, holding, item records3585Docstore Search - S&A Requirements    
1.5OLE-4358Docstore Search - Describe Requirements    
1.5OLE-5158Batch delete of instances 5210Docstore Rebuild Index    

Order Recording

Test Cases4474Add list of fields to load profile for populating with 9xx data
VersionJira#Jira DescriptionUse CasesTechnical DesignDetailed Design
1.5OLE-5389Jackrabbit - Move Licensing to RDBMS    
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Cataloging documentation

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