Purpose
This space provides information, links and files that describes the technical architecture of OLE Circulation, workflows; metadata; policy, loans, etc.
We will continue to develop and modify the information as Kuali OLE continues to evolve.
Content
Check-In
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
0.8 | OLE-2757 | 04.06 Circulation Checkout | 2 | |||
OLE-2993 | Minimal Content for Slips, Notices, Bills (2284) | |||||
OLE-3652 | Modify Delivercode to use Item UUID in place of the item bar code for internal references | |||||
1.5 | OLE-4901 | Certain Deliver permissions should be 'bundled' for convenience | ||||
1.5 | OLE-4470 | Printing of routing and hold slips should not interrupt checkin of materials | ||||
1.5 | OLE-4139 | Changes to missing pieces, damaged and claims returned | ||||
OLE-2992 | Damaged check-in (2148) | |||||
OLE-4127 | Hyperlinks within deliver screens should be more noticeable. | |||||
OLE-2673 | User alerts for resources available |
Check-out
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
0.8 | OLE-2692 | 04.01 Circulation Check-In Spec | ||||
0.8 | OLE-3252 | Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records | ||||
1.0 | OLE-4108 | Proxy patron display in check out screen | ||||
1.0 | OLE-4136 | Patron screen that is accesible from check out should offer a link to editable patron record for authorized users | ||||
1.0 | OLE-3682 | Deliver Permissions Requirements | ||||
1.0 | OLE-4096 | checkout and check in issues for items returned with missing pieces | ||||
1.5 | OLE-5619 | On Item Change Current Borrower value to Patron's Barcode and make it hyperlink | ||||
1.5 | OLE-4260 | Check out of an item that is still charged and lost or overdue should warn operator of billing/problem | ||||
OLE-6028 | Deliver screens lack navigation | |||||
OLE-4100 | Check out notes |
Patron
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
0.8 | OLE-3945 | Need Cross-Reference between Proxy and Proxied Patrons | ||||
1.0 | OLE-4899 | Adjustments to Patron Search and Search Results | ||||
1.0 | OLE-4110 | Screen Display of Create New Patron | ||||
1.5 | OLE-5549 | Default Values on Patron Record | ||||
1.5 | OLE-4653 | Indicator on tabs if fields in the tab contain data | ||||
1.5 | OLE-4744 | Need to be able to see pending requests from the patron's loaned records display. | ||||
1.5 | OLE-4263 | Need ability to reactivate invalid patron barcodes | ||||
1.5 | OLE-4225 | Need to be able to differentiate between barcode invalidation reasons. | ||||
1.5 | OLE-5620 | Patron ID should not be first search option | ||||
1.5 | OLE-5734 | Cannot edit patron account if it has expired | ||||
1.5 | OLE-5530 | some input boxes in edit screen are not long enough to display information. | ||||
1.5 | OLE-5553 | Add Phone Number to Patron Search | ||||
1.5 | OLE-5551 | Make List of Items Currently Checked out Sortable | ||||
1.5 | OLE-5531 | Cannot search for patron by inactive barcode | ||||
1.5 | OLE-4629 | Patron Code Base Cleanup | ||||
1.5 | OLE-5278 | Patron screen behavior (edit) | ||||
1.5 | OLE-5276 | Patron screen behavior (view) | ||||
1.5 | OLE-4784 | Why are 'lost' items on the list of checked out items for Stephanie Sample? | ||||
OLE-2697 | My Account OLE API that will allow Integration with Discovery Services & ILL |
Patron Bill
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
0.8 | OLE-3771 | Allow a line item on a patron bill to be posted with "e" for "error". | ||||
0.8 | OLE-4085 | Patron Bill Review | ||||
1.5 | OLE-5552 | Add Sort Capability to Patron Bill Screen | ||||
1.5 | OLE-5896 | When more than one item is selected in Patron Bill, there needs to be a total amount value displayed. | ||||
1.5 | OLE-5277 | information in view item bill should include linked patron information | ||||
OLE-2704 | Send ILL overdues for unreturned items |
Request
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
1.0 | OLE-3830 | Placing Hold Request on On-Order Item | ||||
1.0 | OLE-4126 | Add Patron Barcode Search to Request | ||||
1.0 | OLE-5000 | Make Paging and Copy Requests Automatic; Route as an FYI | ||||
1.5 | OLE-3818 | Allow Staff Operator to Edit Hold Expiration Date | ||||
1.5 | OLE-4498 | Rearrange Request Screen | ||||
1.5 | OLE-4160 | Modification to the workflow for Request Page/Hold | ||||
1.5 | OLE-2750 | 04.29 Automated approval process for user extension to holds | ||||
OLE-4204 | Title level requests needed in addition to item level requests |
Renew
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
1.5 | OLE-5413 | Remove Block for renewals prior to due date | ||||
1.5 | OLE-3774 | Block renew if the new due date/time precedes the current due date/time |
Deliver Notices
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
1.5 | OLE-5144 | Must Select Adobe Reader Before Seeing Notice | ||||
OLE-2995 | 04.07.01/04.08.01 Claims Returned |
Calendar
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
1.5 | OLE-5147 | Change Circ Desk field label "Group Name" to "Calendar Group Name" | ||||
1.5 | OLE-5381 | Awkward Display on Calendar Needs Changes | ||||
1.5 | OLE-5380 | Calendar Exception Type Needs to be Defined Locally |
Circulation Desk
Version | Jira# | Jira Description | Use Cases | Test Cases | Technical Design | Detailed Design |
---|---|---|---|---|---|---|
0.8 | OLE-3825 | Create default values for circulation desk and location | ||||
0.8 | OLE-3563 | Circulation Desk as a Pickup Location | ||||
1.0 | OLE-4371 | Circulation Calendars | ||||
OLE-3564 | Circulation Desk tied to multiple locations | |||||
1.5 | OLE-5412 | Add Location data for Lehigh | ||||
1.5 | OLE-4226 | Need to be able to limit circulation by max number of a specific item type | ||||
1.5 | OLE-5624 | Add Persisted Circ Desk Mapping for ole-quickstart | ||||
OLE-2649 | 04.11 Circulation (TBA- mini specs) | |||||
OLE-2997 | Offline Circulation |
Circulation documentation