OLE 0.8 User Documentation

Test-driving OLE 0.8

1. Log into KIS.

2. Use the Driver's Manual and other documentation available on this wiki to test functionality

3. Access the

KIS Login

To guarantee access to all OLE materials and attached files, it is recommended you be logged into KIS.

1. Current KIS user? Check that you are logged in via the top right corner of this screen. If you see your name, you are logged in. If not, click the "log in" link.
2. New to Kuali? Setup your account - it's easy and fast, and only requires your name and email address to get started immediately. You can then access information on other Kuali projects thru this wiki, Google Docs or even Jira.
3. KIS credentials are NOT required to access our Wiki Pages or the DEMO drive of OLE.

Driver's Manual

If you have any trouble accessing the overviews or guides, please check your browser settings for PDF handling, or simply right click on any of the links to save locally and review.  See PDF Display Assistance for further instructions.

1. See the Overview Documents for big picture functionality of each module.
2. See the Guides for specifics and How-tos of Interfaces and E-Documents.
3. See OLE Basic Functionality and Key Concepts to learn about core functionality (searching, e-docs, navigation, etc).

Select and Acquire

Select and Acquire; MER Overview

Guide to Licensing

Guide to Managing and Encumbering Funds

Guide to Purchasing Accounts Payable

Guide to Vendor

Describe

Describe Overview

Guide to Describe - DocStore and Editors

Deliver

Deliver Overview

Guide to Deliver - Circulation and Patrons

Additional Resources

• OLE Release Documentation
• OLE and Rice-KFS: E-docs, action buttons- basic overview of elements.
• OLE Technical Knowledge Base
• OLE Library Glossary of Terms
• KFS Online Users Guide
• KFS Chart of Accounts

• OLE Timeline

• OLE 0.8 Pre-Release - Quarter 2, 2013 - JIRA issues for the release

Report a Documentation Error

If you notice any discrepancies or gaps between the Test Drive and this documentation, please report them in OLE Feedback.  Choose the component "Documentation".

See Reporting an Issue in OLE for assistance in creating Jira tickets.

Demo and Installation

• 
• See OLE Sample Files for 0.8
• For installation notes, see the OLE Technical Knowledge Base.

Tips and Troubleshooting in OLE 0.8

Navigation

Because we have inherited KFS financial system (FS) menus and new library system (LS) menus, the navigation is split.  See Navigating through OLE for assistance.

Feedback

Run into a problem in the Test Drive? You may report it using the Provide Feedback link in the upper right corner of the screen:

See Reporting an Issue in OLE for assistance in creating Jira tickets.

Help Icons

The help icons, which appear next to document titles, are not functioning for OLE 0.8. If selected, you will only receive an error message at this time.

Clearing Cache

If OLE is not loading correctly, clearing your cache may help.  For instructions, choose your browser:

• Firefox
• Chrome
• Internet Explorer
• Safari

If your browser is not listed or you are using a different version, search your browser's help menu for "clear cache".  In Internet Explorer and Firefox, if you don't see the menu bar, press "Alt".

Release Documentation

Release Documentation:
OLE Release Documentation

1. Updates from 0.6 for each Module - Select and Acquire, Describe, Deliver and System Integration
2. Future Release Plans
3. Acknowledgements
4. Open Bug Issues at the time of 0.8 release