OLE Demonstration Library

Contents

The purpose of this page is to have a one-stop for all OLE Demonstrations. The library consists of recorded demonstrations of KFS functionality as presented by KFS consultants, presentations for partner adoptions and demonstrations from development staff of new functionality. We will continue to build this library as additional demonstrations and presentations become available.

To learn about recording sessions, see How to record with Webex

A note on quality

These videos do not stream well. If the audio quality is poor, right click the link and select "save as..." or "save link as..." to download the video.

I have begun to use mp4 formatting for the videos. This allows for a smaller file size and is more universal. After converting several videos, I discovered that Windows Media Player does not support this format until version 12. If you have difficulties viewing the videos, you may need to update Windows Media Player. You could also try an alternative player. I suggest http://www.videolan.org/. (I have used this player for a long time and it is very good, free, and open source.)

Implementation Demos

Recording	Description	Date	Presenter	Release
Drools Demo and Reporting Update	The Drools Demonstration is a quick overview of how the Drools software is used for rules on checking out items in OLE as well as how to implement the rules. Reporting Update is a quick presentation of BIRT reporting tools available with OLE. (Begins ~31 minutes in)	July 1st, 2015	Peri Subrahmanya	1.6.2
Load Builder Setup	The setup is also documented on this wikispace: UC Davis Production Environment Details	March 31, 2015
MS Access Circulation Utilities Database Demonstration	This is a presentation of the Chicago-built MS Access Utility to run reports for circulation.	March 11, 2015	Andrew Rusin
Implementation Clinic	This is a technical presentation that presents how to set up OLE locally.	September 17, 2014	Peri Subrahmanya	1.5
Chart of Accounts discussion	This meeting was an initial planning discussion about how OLE partners could set up their own Chart of Accounts, particularly the difference between accounts and object codes, using sub-object codes and sub-accounts, object levels, and consolidation levels. The focus was on Lehigh's implementation.	June 9th, 2014

OLE Demos

Recording	Description	Date	Presenter	Release
Generating Notices	Examines the ticket OLE-7108 - Emails generating notices - and demonstrates the new functionality.	May 20th, 2015	Discussion led by Peri Subrahmanya	1.6.0
Broad Overview of Kuali OLE Overview, Deliver, and Describe (pt 1) Select and Acquire (pt 2)	Presents an overview of the OLE project to a potential partner, basic functionality while using the system, and the Deliver, Describe, and Select and Acquire modules. PowerPoint presentation	January 12th, 2015	Hosted by Robert McDonald, presentations by Lehigh University and the University of Chicago	1.5.6
Broad Overview of Kuali OLE Basics part 1 OLE Basics part 2	Covers very basic features of OLE to an implementing school's staff: What does OLE look like? How do you navigate around the interface? How to search for bibliographic, holdings, e-holdings and item records from the database? Outline: Introduction to OLE Basics	June 20th, 2014	Stuart Miller	1.5
Broad Overview of Kuali OLE	Presents an overview of the OLE project to a potential partner.	June 13th, 2014	Patty Wanninger	1.5
Describe Demo Recorded at KCW	Demonstration of Describe: Cataloging and Searching for records	April 29th, 2014	Doreen Herold	1.5
Select and Acquire Demo	Demonstration of Select and Acquire: Ordering, Paying, Receiving items, Charts of Accounts, Electronic Resources (minimal functionality)	June 10th, 2014	Bob Persing	1.5
Deliver Demo	Demonstration of Deliver: Circulation and Patrons	June 10th, 2014	Emily Batista	1.5
Code walk-through at OLE KCW - 2014	This video's screen display begins just after the 11 minute mark.	April 29th, 2014	Tirumalesh B.	1.5

Batch Processing

Recording	Description	Date	Presenter	Release
Duke UMD loader discussion	Working discussion between partners about how to import bibs and orders for multiple holdings and item	January 12th, 2015		1.5
Describe Batch Process Review	Working discussion between SMEs and developers over Spec - Batch Import Google Document	December 2nd, 2014		1.5
Bib Import 101	This presentation explains basic bibliographic record importation into OLE.	September 17th, 2014	Lisa McColl	1.5
Batch Processing Demo	Demonstration of batch processing by the development team for SMEs	August 28th 2013		1.0

Future Planning

Recording	Description	Date	Presenter	Release
Alternative to KRMS - Drools	A demonstration of a possible new software for managing circulation rules	March 25th, 2015	Peri Sbrahmanya	1.6
Chicago's UI Updates Demo	A demonstration of UI changes that Chicago has implemented and OLE may adopt	June 22nd, 2015	University of Chicago staff	2.0
E-Resources Vision E-Resources Vision pt. 2	An explanation of where the development is currently, some of the challenges that have occurred, and visions for the future.	June 22nd and July 13th, 2015	Kristin Martin Kristen Wilson
Ebsco Presentation	A review of OLE's current technology and possibilities of how to accommodate multi-tenancy	July 27th, 2015	Vince Bareau

SME Trainings

Spec writing training Recorded September 5, 2014 (mp4)

JavaMelody

JavaMelody.mp4. A short presentation of how JavaMelody is used to diagnose bugs by OLE dev Peri Subrahmanya. Recorded May 20th, 2015 (mp4)

KFS Knowledge Transfer Sessions: Presented by Kymber Horn, KFS Consultant for OLE

Notes were kept on this Google Doc (You will need to log in to view)

Recording	Description	Date	Release
KIM functions (roles, permissions, responsibilities)	Learn an overview about KIM functions (roles, permissions, responsibilities) as well as route nodes. Kymber shows us how to change responsibilities, adjust workflows by creating new parents and reassigning documents.	April 9th, 2013	1.0
Roles, permissions and routing continued	Answered questions rolled over from day 1: Removing all permissions; specific permissions Steps to set up roles, permissions, responsibilities for new documents Route nodes, roles, permissions, routing in non-KFS situations (licensing, cataloging) Using Rice, permissions for DocStore and Describe functions notes	April 10th, 2013	1.0
Organizations	Organizations and hierarchies and how the structure influences roles, permissions Using KIM to set up who can do what and when Ideas on how organizations may be used by OLE Setting defaults Contribution codes Access Security Role types Brief information on setting up charts of accounts Archiving and deleting notes	April 12th, 2013	1.0
Deposit Accounts; Contributions to Kuali	Deposit Accounts What deposit accounts mean for libraries, functional needs for OLE UofA's custom code for Non-Check/Non-ACH payments Kuali sharing of code contributions in Jira - "KFS contributions" and "Kuali Sharing" OLE Contribution Information notes	April 23rd, 2013	1.0
Intro to PDP	PDP Process of KFS and how it might work in OLE Liabilities and general ledgers The PDP slideshow started in the session notes	April 24th, 2013	1.0
Chart of Accounts and GL	Chart of Accounts and General Ledger Accounts Organizations Object Codes How budgets are set up; KFS configuration workbook Chart and GL slideshow presented in the session Chart of Account slideshow - additional information about CoA. CoA Configuration workbook - spreadsheet shown during the session notes	April 30th, 2013	1.0
Workunits and the DocStore	Work units KFS uses 'campus' objects to divide locations Parameters and permissions will aide in defining work units. Campuses are separate of chart, org Discussed the idea of chart and org for PURAP docs; campus for Doc Store Operator defaults in documents notes	May 7th, 2013	1.0
More on Business Rules and System Parameters	Parameters Data dictionary vs. Business rules vs. Parameters Types of parameters - Compound, Indicator Document driven, not permission or role driven Examples from KFS Parameters 5 (KFS Parameter wiki page - pretty technical) Parameters PowerPoint shared during the session Bootstrap+5 (KFS Bootstrap data wiki page) notes	May 8th, 2013	1.0
Contract Manager and OLE licensing functionality -- workflow	Licensing workflow requirements Contract Managers' workflows from KFS will not work Workflow examples and Action Lists in KFS Searching Delegations - primary and secondary (per person, per document) (will be continued in a later session) Workflow (PowerPoint presentation from the session) KRMS Description and Assumptions notes	May 14th, 2013	1.0
Year End Processing and Batch Jobs	Year end processing KFS jobs reviewed Parameters for year end transitions A sample schedule for KFS jobs KFS documentation on Year End Processes Schedule of Year End Batch Jobs How KFS batch jobs can be applied in OLE How to run batch jobs Year End Processing (PowerPoint presentation from the session) notes	May 15th, 2013	1.0
Default Values	Defaults in KFS Delivery and Receiving address on a requisition Vendor Choice on a purchase order Accounts Receivable defaults that could be of interest to be modified for OLE PURAP use New e-doc defaults will probably have to be hard coded. notes	May 21st, 2013	1.0
User Documents to Set Up Workflows -- Account Delegates and Org. Review; Action Lists	Account Delegates Document - for fiscal officers to delegate tasks on particular accounts Organization Review - tied to the organization (project code, account, etc) Primary and Secondary Delegates Action Lists and Routing notes	May 22nd, 2013	1.0
PDP Processing, M:1 Invoicing, Search Limits	How to transmit funding information from OLE to university accounting M:1 invoices - using and modifying bundling Search result limits - changing parameters to modify the # of results. notes	May 29th, 2013	1.0
Invoicing and the eInvoicing job of KFS, Staff Alerts and Event Logs (divided in 2 parts) Invoicing and the einvoicing job Staff alerts and Event Logs	Modifying the einvoicing job to accomodate M:1 POs Parts of KFS that could be used when creating the new OLE invoicing document Staff alerts - action lists are KEN and may need a Rice enhancement (TBD) Event Logs, audit trails and making use of notes Explanation of maintenance docs vs. transactional docs and how they function in KFS Maintenance doc (object) makes changes to tables; transactional docs create entries (move $ around accts in KFS) and use maintenance docs. notes	June 4th, 2013	1.0
Conversions of Legacy Data, Batch Jobs in KFS	PO Conversion Program Process of loading for implementing KFS: 1st: Object Codes, Organizations, Accounts from spreadsheets 2nd: Open Purchase Orders - KFS recommends manual, OLE may need to use the PO Conversion Program 3rd: Vendors 4th: Account Balances Batch Jobs Financial processing, PURAP, PDP, GL jobs How to run jobs in KFS Uploading files in KFS, correcting errors notes	June 5th, 2013	1.0
Separation of Duties	Separation of duties examples in KFS Requisition parameter (Initiator must has a second approver if X amount - locally configured) DV routes for approval if Payee and Initiator are the same (known bug, should be if Payee and Fiscal Officer are the same) Vendor role - Reviewer Omit Initiator (Someone else must approve the document if Vendor Reviewer initiated) Library needs - adapting the Reviewer Omit Initiator may work for them Sample of Reviewer Omit Initiator notes	June 11th, 2013	1.0
Review License Workflow	Reviewed E-Acquisitions Workflow Proposal Compared workflow needs with KFS existing functionality notes	June 26th, 2013	1.0
Deposit Accounts	Discussed options proposed (via email) for prepay accounts.	July 24th, 2013	1.0

Additional KFS Knowledge Transfer Sessions

Recording	Description	Date	Release
OLE Authentication and KIM	A discussion with J Keller and OLE about authentication with KFS/UC Davis illustrations.
Bank Code and Process Campus Error	Discussion between some of the Chicago Implementers, KFS consultant Jonathan Keller, and several project team members.	February 2nd, 2014	1.5
Fiscal Year Rollover	Discussion with D. Dorsey and J. Keller. Recorded 11/04/2014 During the call, the document discussed is OLE rollover document for KFS experts 1014 (it does not display in the video)	November 4th, 2014	1.5
Roles and Permissions		March 14th, 2014	1.5

ASR API Demonstration

Developers demonstrated how to make API calls to the ASR API

Kuali Demonstrations

Public demonstrations that Kuali OLE community members have performed are maintained on the Kuali public site kuali.org/ole/presentations

- Recording of the Bloomsbury demonstration (October, 2012)
- Recording of the demo at OLE KCW - 2014 (April 29, 2014)