SME Trainings
Spec writing training Recorded September 5, 2014 (mp4)
Implementation Demos
Implementation Clinic Presented by Peri Subrahmanya September 17, 2014 (mp4)
Chart of Accounts discussion Recorded June 9th, 2014. (mp4)
- 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.
OLE 1.5 Demos
OLE 1.5.6 Demo for Wellesely. Hosted by Robert McDonald, presentations by Lehigh University and the University of Chicago. January 12th, 2015 (mp4). This demo is broken down into two parts:
- Overview, Deliver, and Describe - Contains an overview of the OLE project, basic functionality while using the system, and the Deliver and Describe modules
- Select and Acquire - Contains information on purchasing, receiving, and paying for an item, serials receiving, e-resources
OLE Basics part 1 and OLE Basics part 2 Presented by Stuart Miller on June 20th, 2014. (mp4)
- Covers very basic features of OLE: 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
Broad Overview of Kuali OLE Presented by Patty Wanninger on June 13th, 2014. (mp4)
Describe Demo Recorded at KCW Presented by Doreen Herold on April 29th, 2014. (mp4)
Select and Acquire Demo Presented by Bob Persing on June 10th, 2014. (mp4)
Deliver Demo Presented by Emily Batista on June 10th, 2014. (mp4)
Bib Import 101 Presented by Lisa McColl on September 17th, 2014. (mp4)
Code walk-through at OLE KCW - 2014 Presented by Tirumalesh B. on April 29th, 2014 (mp4) This video's screen display begins just after the 11 minute mark.
KFS Knowledge Transfer Sessions: Presented by Kymber Horn, KFS Consultant for OLE
Notes are being kept on this Google Doc (You will need to log in to view)
recorded 4/9/2013
- 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.
recorded 4/10/2013; notes
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
recorded 4/12/2013; notes
- 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
recorded 4/23/2013; notes
- 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"
recorded 4/24/2013; notes
- PDP
- Process of KFS and how it might work in OLE
- Liabilities and general ledgers
- The PDP slideshow started in the session
recorded 4/30/2013; notes
- 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
recorded 5/7/2013; notes
- 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
recorded 5/8/2013; notes
- 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)
recorded 5/14/2013; notes
- 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
recorded 5/15/2013; notes
recorded 5/21/2013; notes
- 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.
recorded 5/22/2013; notes
- 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
recorded 5/29/2013; notes
- 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.
Invoicing and the eInvoicing job of KFS, Staff Alerts and Event Logs
recorded 6/4/2013; notes
This video is divided into two parts:
- Invoicing and the einvoicing job
- 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 and Event Logs
- 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.
recorded 6/5/2013; notes
- 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
recorded 6/11/2013; notes
- 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
recorded 6/26/2013; notes
recorded 7/24/2013
- Discussed options proposed (via email) for prepay accounts.
OLE Authentication and KIM
A discussion with J Keller and OLE about authentication with KFS/UC Davis illustrations.
Batch Processing
recorded 12/2/2014
Developers and SMEs discuss current batch process functionality.
Discussed Spec - Batch Import Google Document
recorded 8/28/2013
Developers share how to run batch processing in 1.0. (Found under Admin > Batch Framework)
- Profile
- Export (+ scheduling an export job)
- Import
- Maintaining globally protected fields
recorded 2/13/2014
Discussion between some of the Chicago Implementers, KFS consultant Jonathan Keller, and several project team members.
Recorded 03/12/2014
Developers demonstrated how to make API calls to the ASR API
Recorded 03/14/2014 (mp4)
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)
Kuali Demonstrations
Public demonstrations that Kuali OLE community members have performed are maintained on the Kuali public site kuali.org/ole/presentations
OLE Kuali Days 2013
OLE Kuali Days 2012
OLE Kuali Days 2011