OLE 0.3 User Documentation

Owned by Kathleen Gerdink (Unlicensed)
Last updated: Jan 22, 2014 by Nora Roggeveen-Sams (Unlicensed)Version comment

Kuali Open Library Environment, Release 0.3

Test-driving OLE 0.3 is easy as 1-2-3!

  1. Log into KIS

  2. Use this Drivers Manual wiki to test functionality or go directly to

    Unknown macro: {html}

    <A href="http://demo.ole.kuali.org/ole-demo/portal.jsp" mce_href="http://demo.ole.kuali.org/ole-demo/portal.jsp" target="_Blank">OLE DEMO Drive</A>

  3. Give us your Feedback

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.

    Unknown macro: {html}

    <A href="http://kuali.org/kis/logins/create" mce_href="http://kuali.org/kis/logins/create" target="_Blank"><STRONG>Create KIS Account</STRONG></A>

  3.  KIS credentials are NOT required to access our Wiki Pages or the DEMO drive of OLE. 

Driver's Manual

(info)   Many of below links are to PDF documents inside this wiki, and can be opened inside the browser.  If you have any trouble accessing these docs, please check your browser settings for PDF handling, or simply right click on any of the links to save locally and review. Opening the main Drivers Manual document locally in Adobe Acrobat also provides all PDF bookmarks for easy document navigation.

  1. OLE 0.3 Drivers Manual Functional Document (PDF- 8MB)
    1. Introduction to OLE 0.3
    2. Search
    3. Library Acquisitions 
    4. Roles & Workflows
    5. Sample Data & FTP
    6. Introduction to KFS & Rice
    7. Browser Optimization for OLE 0.3
  2. Unknown macro: {html}

    <A href="http://demo.ole.kuali.org/ole-demo/portal.jsp" mce_href="http://demo.ole.kuali.org/ole-demo/portal.jsp" target="_Blank">OLE DEMO Drive</A>

  3. Technical Install Guide for Server Installation of local OLE 0.3 (no sample data)
  4. Kuali Days 2011, OLE Overview videos to simple workflows: http://docstore.tst.ole.kuali.org/docstore/upload/NovDemo/GenOverview/
  5. Appendices & Reference:
    1. OLE Library Glossary of Terms
    2. Data Elements used in e-docs & Library Acquisitions (PDF)
      1. Vendor
      2. Requisition
      3. Purchase Order
      4. Receiving
      5. Payment Request
    3. OLE Roadmap and Implementation Schedule, up to Release 1.0
    4. OLE 0.3 Jira issues list & links
    5. November 2011- OLE 0.3 Milestone Pre-Release
    6. OLE 0.3 Narrative Overview (detailed)
    7. OLE 0.3 Ingest Schema and Mapping Document
    8. OLE Roles/Workflows: Reference Guide (PDF, one-sheet)
  6. Kuali Linked Resources
    1. Unknown macro: {html}

      <A href="http://testdrive.kfs.kuali.org/kfs-ptd/static/help/default.htm?turl=WordDocuments%2Foverview.htm
      " mce_href="http://testdrive.kfs.kuali.org/kfs-ptd/static/help/default.htm?turl=WordDocuments%2Foverview.htm
      " target="_Blank">KFS Online Users Guide, 4.x</A>

    2. Unknown macro: {html}

      <A href="http://testdrive.kfs.kuali.org/kfs-ptd/static/help/default.htm?turl=WordDocuments%2Fchartofaccountscoa.htm
      " mce_href="http://testdrive.kfs.kuali.org/kfs-ptd/static/help/default.htm?turl=WordDocuments%2Fchartofaccountscoa.htm
      " target="_Blank">KFS Chart of Accounts</A>

    3. KFS Glossary of Terms
    4. Kuali Rice
    5. More KFS links

Release Notes

Introduction

Development of the OLE application began in 2010, and the design phase is scheduled to continue through 2012, with ongoing development and releases thereafter. The OLE Roadmap and Implementation Schedule has more information about the release plans and is updated as needed to reflect changes as they occur.

OLE 0.3 is the demonstration release of the software. OLE 0.3 is a milestone release, intended to showcase progress on system design and technology infrastructure to support future document and library formats, but with a focus on selection and acquisitions for now. It is not intended to be a complete, functional system yet.

Please refer to the documentation below for more information.

Roadmap Release Narrative

OLE 0.3 Narrative Overview

The 0.3 Narrative Overview contains release documentation from Kuali Days 2011. It includes:

  1. Overview of user stories/ translations of KFS
  2. Acquisition processes through OLE
  3. OLE's Document Store for bibliographic records
  4. e-Documents for workflow searches
  5. KFS Translation goals

OLE Document Store

The OLE technical architecture includes a Document Store (Docstore) for the management of library resource descriptions – including bibliographic and localized item descriptions (for OLE 0.3) and other document types in future releases. Docstore technology allows for the storage of multiple formats for both standardized, structured content, e.g., MARCXML and Dublin Core, and unstructured content, e.g., tables of content, licenses in Word or PDF. In the future, the addition of new document types will only require re-configuration of the Docstore rather than the restructuring of a relational database structure.

The Docstore links documents (both within and across document types) according to pre-defined business rules, and Solr/Lucene allows for indexing and retrieval across multiple document types/formats. Docstore also provides for version control, and OLE 0.3 allows users to either edit documents with a proof-of-concept editor or checkout documents for editing. Future releases will support document check-in as well as a full range of audit controls.

In OLE 0.3, the Docstore is prepopulated with bibliographic data in MARC and Dublin Core formats and a few Item descriptions in a legacy system format.
As part of the acquisitions lifecycle, bibliographic and localized resource descriptions are either ingested from selections made on vendor web sites and linked to financial eDocs or are created from scratch using an editor that is available via financial eDoc data entry screens.

For more information found on the wiki, see:

OLE and Kuali

OLE and KFS; Rice

OLE makes use of existing Kuali software products to support certain functionality, particularly involving permissions, roles and workflows. See the link above for information about:

  1. OLE and KFS
  2. OLE and Rice
    1. KIM
    2. KEW

Give us your feedback!

Participate in the further improvement of the OLE application by providing some feedback on our milestone release 0.3.

OLE 0.3 Feedback Survey

 

 

Operated as a Community Resource by the Open Library Foundation