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 Overview
 
 

https://jira.kuali.org/browse/OLE-2758 and related linked tasks

Description

This document describes the process of creating a serial receiving record in order to receive individual issues of a serial title.

E-Resource Record presents a single, unified view of all information related to acquisition of an individual electronic resource or group of electronic resources, including titles, payment, licensing, administrative, and contact information.

 

 Design : Techinical

 Design Technical

The technical design document shall lay out the high level design of how the E-Resource Document and the E-Instancescan be created . The details laid out shall include the Wire-frames for User Interface design, Data Element Layout, including the logical Database Design, Component Specifications including artifacts such as Class Diagram, State Chart Diagrams, OJB.xml specifications and  Rules  information.

Service Design and Implementation
Screen Flow Diagram

Layout use cases based on the screen flows indicating navigation between different screens. 

Security
  • Roles

    1. OLE_Selector  

    2. OLE_Licenses  

    3. OLE_Acquisitions  

    4. OLE_Head  

    5. Collection Management  

    6. OLE_E-Resource  

    7. OLE_Cataloger  

    8. OLE_Circ_Staff  

    9. OLE_E-ResouceManager

  • Permissions

    1. Create, Edit, Delete, View E-Resource Records  

    2. Start Trial/ Licensing sub-workflow(s) 

    3. View E-Instance

    4. Edit E-Instance

    5. Relink E-Instance

    6. Restore E-Instance

    7. Delete E-Instance 


Component Design
  • OBJ.xml
  • State Chart Diagram
Service Contracts
Service Implementation
 Process Diagram


  Work-flow Diagram

Class Diagram :

ER Diagram :

 Wireframes


  UI Wire-frames Design

Main Tab


Instance Tab


PurchaseOrder Tab


Licenses Tab


Event Log Tab


Search


E-Instance Create



Sample KRAD UIs

Main Tab


PurchaseOrder Tab


Licenses Tab


EventLog Tab


 


 Data Model

Data Model

User Story : E-Resource Record
Entity: OLE_E_RES_REC_T

 

 


 

Name  


 

Len  


 

Data Type

 

 

Default Value

 


 

Input Type

 


 

Action Event

 


 

Validation  

Type

 


 

Tab Index

 

 

Remarks

 

OLE_E_RES_ID  


 

40  

varchar


 

 


 		 
 
 

 

System Generated  


 

OLE_E_RES_NM  


 

100  

 

varchar

     

 

Title of the E-Resource

 

OLE_E_RES_DESC  

800  

varchar


 
 
 
 
 

Description of the E-Resource  

 

OLE_E_RES_PUBLISHER  

 

500  

 

varchar


 
 		 
 
 
 
 

Publisher of E-resource  

 

OLE_E_RES_REC_GOKB_ID  

 

100  

 

varchar


 
 
 
 		   

used to update metadata from GOKb into OLE and also to link quickly out to GOKb UI for the package (Not Included in 1.0)  

OLE_E_RES_REC_ ISBN

100  

 

varchar


 
 
 		   

provide easy access to view ISSN / ISBN if only one E-Instance is linked


 

OLE_E_RES_REC_STAT_CD  


 

40  


 

varchar


 		 
 
 
 
 

current  status of the E-Resource  

 

OLE_E_RES_REC_ STAT_DT  

 

 

date


 

 

 
 
 

 

 


 

 


 

Status change date  

OLE_E_RES_REC_ PF_PRVDR  

 

250  

 

varchar


 

 

   
 		 

 

OLE_E_RES_REC_FD_CD  

 

40  

 

varchar


 
 
 
 
 
 

show desired fund code for E-Resource at its creation, if one exists  

OLE_E_RES_REC _ VND_CD  

 

250  

 

varchar


 

 


 

 

 


 
 		  
 

show desired vendor for E-Resource at its creation, if one exists  

OLE_E_RES_REC _ EST_PRC  

 

20  

 

decimal 

 
 

 


 

 

 

 


 

 

so all parties involved in assessing this E-resource for purchase have an idea of the likely price  

 

OLE_E_RES_REC_MAT_TYO_CD  

 

40  

 

varchar


 
 
 
 
 

defines  type(s) of the material for reporting, managing different types of resources  

OLE_E_RES_REC_  

CNT_TYP_CD

 


 

40  

 

varchar

   
 		 

defines type(s) of content for reporting, managing different types of resources  


 

OLE_E_RES_REC_ORD_TYP_CD  

 

40  

 

varchar 


 
 		   

store desired default order type for any POs for this E-Resource at its creation  

 

OLE_E_RES_REC_PMT_TYP_CD  

 

40  

 

varchar

 


 		  
 

 

 
 

 

OLE_E_RES_REC_FMT_YP_CD  

 

40  

 

varchar


 
 
 		 
 
 

allows reporting of format types  


 

OLE_E_RES_REC_PCKG_TYP_CD  

 

40  

 

varchar

 

 


 
 
 

 

  

 

PACKAGE_SCOPE  


 

40  

 

varchar

 
 
 
 
 

 


 
 

 

OLE_BRKBLE  


 

1  

 

varchar


 
 
 
 
 

Indicate whether individual titles linked to an E-Resource can be cancelled.  

 

OLE_E_RES_REC_FD_TTL_LST  

 

1  

 

varchar


 

 

 


 

 

 


 		 
 

 

Indicate whether an e-resoruce is static (fixed) or has titles added/removed over time (not fixed).  

 

OLE_E_RES_REC_NTE  

 

250  

 

varchar

     

record special notes about the deal / package; ex: breaches, computer usage requirements like only works in certain browsers, etc.  


 

OLE_E_RES_RECPUB_DISP_NTE

 


 

800

 

 

varchar

 

 


 

 

 

 


 

 

 

 


 

 

 

 


 

 

 

 


 

 

 

record notes that should display to all public users for all titles in the E-Resource (ex: in the journal list, link resolver); would like to be able to format it with bullets, for example)  


 

OLE_E_RES_RECRQSTR  

 

40  

 

varchar


 		 
 
 
 
 

track who requested  


 

OLE_E_RES_REC_SELECTR  


 

40  

 

varchar


 		    
 

track who requested  

 

 

OLE_RQSTR_SELECTR_CMMNT  

 

800  

 

varchar

     

allows selector (or requestor) to explain more about their request  


 

OLE_E_RES_REC_PRITY  


 

40  

 

varchar


 

 

  
 

 


 

 


 

makes possible prioritizing requests  


 

OLE_E_RES_REC_TECH_REQ  

 

1500  

 

varchar

   
 

 

 
 

to track notes about techincal restrictions  


 

OLE_TYP_OF_ACCS  


 

40  

 

varchar

 
 

 


 

 


 		  

 

OLE_NUMB_SIMULT_USR  


 

8  

 

decimal

 
 

 


 
 
 
 

 

OLE_AUTH_TYP  

 

40  

 

varchar


 
 
 
 
 
 

 


 

OLE_ACSS_LOC  

 

40  

 

varchar

 
 		 
 		  

 

TRAIL_NEEDED  

 

1  

 

varchar

 
 

 

  
 

indicate whether a trial is needed for this resource  

 

TRAIL_STATUS  

 

40  

 

varchar


 
 
 
 

 

 

shows status of linked trial(s) underway, data comes from trial record  


 

LICENSE_NEEDED  

 

1  

 

varchar

  
 		  

indicate whether a license needs to be negotiated  


 

LICENSE_REQ_STATUS  


 

40  

 

varchar

 
 
 
 
 

shows status of latest linked license, data comes from license record  

 

ORDER_PAY_STATUS  

 

40  

 

varchar


 

 

 
 

 

 
 

shows the status of the Req/PO/Payment from Req/PO record  


 

ACTIVATION_STATUS  

 

40  

 

varchar 


 
 
 
 
 

shows status of activation process from access dashboard  

 

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