OLE Deliver

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

 

Patron

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3945Need Cross-Reference between Proxy and Proxied Patrons    
1.0OLE-4899Adjustments to Patron Search and Search Results    
1.0OLE-4110

Screen Display of Create New Patron

    
1.5OLE-5549Default Values on Patron Record    
1.5OLE-4653

Indicator on tabs if fields in the tab contain data

    
1.5OLE-4744

Need to be able to see pending requests from the patron's loaned records display.

    
1.5OLE-4263

Need ability to reactivate invalid patron barcodes

    
1.5OLE-4225

Need to be able to differentiate between barcode invalidation reasons.

    
1.5OLE-5620

Patron ID should not be first search option

    
1.5OLE-5734

Cannot edit patron account if it has expired

    
1.5OLE-5530

some input boxes in edit screen are not long enough to display information.

    
1.5OLE-5553

Add Phone Number to Patron Search

    
1.5OLE-5551

Make List of Items Currently Checked out Sortable

    
1.5OLE-5531

Cannot search for patron by inactive barcode

    
1.5OLE-4629

Patron Code Base Cleanup

    
1.5OLE-5278

Patron screen behavior (edit)

    
1.5OLE-5276

Patron screen behavior (view)

    
1.5OLE-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

    

Check-out

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-269204.01 Circulation Check-In Spec    
0.8OLE-3252

Staff upload creates instance record that does not comply with new instance format; Expanded to include all functions that create instance records

    
1.0OLE-4108Proxy patron display in check out screen    
1.0OLE-4136

Patron screen that is accesible from check out should offer a link to editable patron record for authorized users

    
1.0OLE-3682

Deliver Permissions Requirements

    
1.0OLE-4096

checkout and check in issues for items returned with missing pieces

    
1.5OLE-5619

On Item Change Current Borrower value to Patron's Barcode and make it hyperlink

    
1.5OLE-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

    
1.5OLE-5413

Remove Block for renewals prior to due date

    
1.5OLE-3774Block renew if the new due date/time precedes the current due date/time    

 

Check-In

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-275704.06 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

    
1.5OLE-4901

Certain Deliver permissions should be 'bundled' for convenience

    
1.5OLE-4470

Printing of routing and hold slips should not interrupt checkin of materials

    
1.5OLE-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-2673User alerts for resources available    

Request

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-3830

Placing Hold Request on On-Order Item

    
1.0OLE-4126Add Patron Barcode Search to Request    
1.0OLE-5000

Make Paging and Copy Requests Automatic; Route as an FYI

    
1.5OLE-3818Allow Staff Operator to Edit Hold Expiration Date    
1.5OLE-4498

Rearrange Request Screen

    
1.5OLE-4160

Modification to the workflow for Request Page/Hold

    
1.5OLE-2750

04.29 Automated approval process for user extension to holds

    
 OLE-4204

Title level requests needed in addition to item level requests

    

Patron Bill

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3771Allow a line item on a patron bill to be posted with "e" for "error".    
0.8OLE-4085

Patron Bill Review

    
1.5OLE-5552

Add Sort Capability to Patron Bill Screen

    
1.5OLE-5896

When more than one item is selected in Patron Bill, there needs to be a total amount value displayed.

    
1.5OLE-5277

information in view item bill should include linked patron information

    
 OLE-2704

Send ILL overdues for unreturned items

    

Deliver Notices

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.5OLE-5144Must Select Adobe Reader Before Seeing Notice    
 OLE-2995

04.07.01/04.08.01 Claims Returned

    

Calendar

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
1.0OLE-4371Circulation Calendars    
1.5OLE-5147

Change Circ Desk field label "Group Name" to "Calendar Group Name"

    
1.5OLE-5381

Awkward Display on Calendar Needs Changes

    
1.5OLE-5380

Calendar Exception Type Needs to be Defined Locally

    

Circulation Desk

VersionJira#Jira DescriptionUse CasesTest CasesTechnical DesignDetailed Design
0.8OLE-3825

Create default values for circulation desk and location

    
0.8OLE-3563

Circulation Desk as a Pickup Location

    
 OLE-3564Circulation Desk tied to multiple locations    
1.5OLE-5412

Add Location data for Lehigh

    
1.5OLE-4226

Need to be able to limit circulation by max number of a specific item type

    
1.5OLE-5624

Add Persisted Circ Desk Mapping for ole-quickstart

    
 OLE-2649

04.11 Circulation (TBA- mini specs)

    
 OLE-2997

Offline Circulation

    

 

 

Circulation documentation

 

 

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