Kuali OLE Monthly Update for Partners – June 2015

Active teams

● Describe (Lead SME: Mechael Charbonneau)

○ Completed and submitted the following user requirement specifications for Release 3.0:

■ OLE5402:  Copy/Clone Bibliographic Records

■ OLE7227:  Improve Single Record Import Functionality

■ OLE6185:  Analytics: Improve UI

■ OLECNTRB16:  MARC Holdings Extension to the OLE Holdings Record [code to be contributed by Indiana University]

○ Kristin Wilson (Chicago) representing S&A and Adam Constabaris (NCSU), Technical Council Chair, joined Describe on June 18 th to discuss a new revised draft of OLE5378: Make Statistical Code Repeatable. Targeted for Release 3.0, Describe had submitted its finalized version in April. The new improved user specification allows for not only the ability to make the code repeatable but also to support different values to be selected from different pull-down menus.

○ Reviewed and commented on Penn’s “must haves” list of Describe functionality for their planned summer 2016 implementation of Release 3.0.

○ Dave Burke (Villanova), Doreen Herold (Lehigh), and Gary Charbonneau (Indiana) volunteered to serve on an ad hoc group charged with reviewing the various graphical command buttons for any inconsistencies within the Describe module.

○ Neil FrauCortes (Maryland) was appointed as Describe’s designated representative to the OLE Consortia Group.

○ Lisa McColl (Lehigh) will be assuming the role of Describe Testing Coordinator later this summer replacing Jackie Byrd (Indiana) who has served in this capacity since February 2013.

○ On June 22nd , SMEs viewed a demonstration of Chicago’s local user interface improvements. Members also completed an assignment from the OLE Cross Module group to review specific proposed Describe module UI changes and recommend which changes should be added to the 2.0 OLE base code.

○ Describe reviewed and commented on the draft consortial vision document prepared by the OLE Consortia Group.

○ During June, we also said farewell to two of our valued members thank you both for your numerous contributions to Describe and to the OLE Project!

■ Congratulations to long-time SME member, Janet Fox (Head of Data Management Services, University of Chicago), who retired on June 30th after 45 years of service to the UC Library.

■ Best wishes to Amy Weiss (Head of Description and Cataloging, Florida State University) who joined the Describe team in August 2014 representing the Florida Partners group.

Select & Acquire (Lead SME: Sharon Wiles-Young)

○ University of Chicago had a successful roll over to the new fiscal year. Lehigh will be completing the rollover process on July 16th and SOAS will follow. Thank you to the roll over team for all the hard work and to Bob for organizing and troubleshooting the documentation for roll over.

○ As part of the roll over development, the PO bulk amendment functionality is now completed and was used by the University of Chicago to amend POs before the roll over.

○ The S&A team reviewed all the 3.0 specs and enhancement tickets for any outstanding issues.

○ The S&A team reviewed Jiras for relinking of PO’s to new bibliographic records to decide upon a more efficient workflow and provided feedback to the Describe Team on the single record input

○ The S&A team is reviewing all the enhancement tickets and providing input on what tickets should be considered for the 4.0 roadmap

○ The S&A team is reviewing the Chicago UI proposed enhancements and liked some of the improvements to the S&A screens and functionality

○ A huge Thank you to Bob for his dedication as the Business Analyst for the S&A team. Bob is leaving this role (NOT the S&A team) and the team is currently looking for another BA. Good luck to Penn and Bob as they start to work on their implementation planning.

○ Thank you to Kristin Martin for providing an e-acq update and overview of electronic acquisitions functionality in OLE to the Functional Council. She provided a good look at the status of e-acq and development in 2.0

GOKb (Lead: Kristen Wilson)

○ Jennifer Solomon, the new GOKb editor, started work on June 15.

○ Steering committee and development team will have a face-to-face meeting in London in July.

○ Development work continues on release 5.0, now scheduled for July

Implementation Team (Lead: Heather Beery)

○ Highlights: SOAS and Lehigh are live with 1.6.0; Chicago live with 1.6.1; IU running local install of 1.6.1; ,UMD,NCSU and Duke all running local installs of 1.6.0

○ Chicago completed their fiscal year rollover (FYRO); Lehigh/SOAS are testing FYRO

○ Peri Subrahmanya presented DROOLS (to replace KRMS for check out) and Reporting Framework.

○ Added out of the box jobs to the implementation guide as a step to be reviewed, the guide has been completely reviewed by functional subject matter experts, a technical review will begin next month.

Consortia Team (Lead: Matt Sargent )

○ Consortia group continues to work on its “vision” document prior to the August OLE Face-to-Face.  The document is linked here and all are welcome to comment or make suggestions, please do so!

○ Group has also expanded its strategy for operation and is now more of an advocacy of consortia across the SME groups. We will continue to review membership and ensure all SME groups have a consortia member that can make sure that specifications are written with consortia functionality in mind up front.

 

Coding Update

1.6.1 was finalized on June 22nd. This release allowed for partner schools to accomplish fiscal year rollover and included a new document: Purchase Order Bulk Amendment. Additionally several critical errors for the Deliver module were corrected. Go to the Test Drive now to try out the latest features. The final release notes for this release are available:

1.6.1 Sprint 11 (Intermediate Deployment)                                 1.6.1 Final

1.6.1 Sprint 11

1.6.2 efforts began at the end of the month. This release focuses on critical and blocking bugs found by implementers. These changes can be reviewed in the TST environment:  http://tst.ole.kuali.org/portal.do.

2.0 efforts continued. These changes can be reviewed in the QA environment:  http://qa.ole.kuali.org/portal.do.

2.0 Sprint 11                                      2.0 Sprint 12

 

-Select and Acquire

● Work continues for E-Resources, corrected various bugs found during testing.

● Added clearer error messages on the Invoice document and the Receiving and Claiming Queue.

-Describe and Manage

● Corrected display errors for Search Workbench results.

● Diacritics were not being processed correctly for e-holdings and some e-holdings were being deleted/added incorrectly during batch processing. Both errors have been corrected.

-Deliver

● Added additional information about damaged items, missing items, and claims return flags to the Deliver Item Search.

● Loaned materials differentiate between the patron and the proxy account.

● Added a parameter to allow institutions to locally determine what statuses will allow users to update an item’s barcode.

 

Current release: 1.6.1 (June 2015)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled major release: 2.0 Public Release (Q3 2015)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.6 and 2.0 releases to-date:  https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

Website: https://www.kuali.org/ole

Blog: http://kualiole.tumblr.com/

Recent presentations: http://www.kuali.org/ole/media

Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

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Kuali OLE Monthly Update for Partners – May 2015

Active teams

Deliver (Lead SME: Emily Batista)

○ Concentrated efforts early in the month to refine functionality implemented in 1.6, specifically the new Item Deliver Search feature, new Request process and refinements to customize a number of aspects of request management.

○ Completed specifications on five issues related to circulation notices under the general ticket OLE-6802 for release 2.0.

Describe (Lead SME: Mechael Charbonneau)

○ Welcomed new Describe SME member Pat Williams, Head of Monographic Cataloging representing the University of Chicago and Erich Kesse, Digital Library Project Officer from the School of Oriental and African Studies (SOAS), University of London.

○ Updates on remaining Describe enhancements targeted for 3.0:

● Reviewed first draft of functional specifications designed to clone/copy MARC records (OLE5402).

● Reviewed second draft of functional specifications designed to improve the existing single MARC record import functionality (OLE7227).

○ Lisa McColl (Lehigh) presented an informal Balsamiq training/informational session to Describe members on May 7 th .

Select & Acquire (Lead SME: Sharon WilesYoung)

○ Welcomed David Uspal, Senior Web Specialist at Villanova University to the S&A team.

○ S&A team had a demo of GOKb searching and work that has been done on 2.0 development.

○ 2.0 S&A bugs were reviewed and testing continues on e-acq and PO and invoicing bugs.

○ Roll over testing continues with more successful results and Dan Huang from Lehigh presented a demo of roll over for SOAS. Many of the roll over bugs have been resolved in 1.6.0

○ S&A team is reviewing OLE roadmap enhancements to identify some 4.0 development areas.

GOKb (Lead: Kristen Wilson)

○ Successful offer made to new GOKb editor Jennifer Solomon. She will start at NCSU on June 15.

○ Steering committee and development team will have a face-to-face meeting in London in July.

○ Development work continues on release 5.0 scheduled for June.

Implementation Team (Lead: Patty Mescher)

○ Peri Subrahmanya presented new patron notices functionality and JavaMelody as it can be used as a tool for debugging.

○ Discovered new documentation needs for the installation and implementation guides. These have been addressed and added to their wiki spaces.

Consortia Team (Lead: Matt Sargent)

○ Team is exploring options on how to best integrate with the SME groups to ensure consortia needs are common practice in specification writing.

 

Coding Update

1.6.0 was finalized in the month of May. Go to our Test Drive now to try out the latest features.  The final release notes for this release are available:

1.6 Sprint 8 – Added a system parameter for solr indexing to this previously released sprint.

1.6 Sprint 9 Intermediate – Updated help links for all documents in OLE and corrected a bug for replacement fees

1.6.0 Final – Worked to correct OJB Broker pool exhaustion problems

1.6.1 efforts began at the end of the month. This release focuses on Rollover. These changes can be reviewed in the TST environment: http://tst.ole.kuali.org/portal.do1.6.1 Sprint 10 . Changes include:

● There were several problems with the general ledger displaying amounts correctly but these have been resolved.

● Began work to track circulation statistics in OLE. Additional reporting is scheduled for 2.0 and beyond.

2.0 efforts resumed this month. These changes can be reviewed in the QA environment:  http://qa.ole.kuali.org/portal.do .

                2.0 Sprint 9                  2.0 Sprint 10

 

-Select and Acquire

● Work continues for E-Resources:  storing vendor information, importing from GOKb, modifying purchase orders for multiple titles, deleting, renewing, and canceling eresource records, as well as adding alerts for future actions. Developers also corrected various bugs found during testing.

● Fund codes are being developed as aliases to full accounting strings.

-Describe and Manage

● Corrected display, result list, and sorting problems on the Search workbench.

● When exporting bibliographic records to XML, the non-character designations in the 008 fields were being removed causing problems during reimports.  This has been corrected.

-Deliver

● Corrected a problem with fastadds that too much data in the copy field prevented the record from being created.

● Unicode characters are now allowed on a patron’s address.

-System Integration

● Implemented “atomic updates” and “pseudo-join” features of Solr to make changes to and query documents.

 

Current release: 1.6.0 (May 2015)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled major release: 2.0 Public Release (Q3 2015)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5.12 and 1.6 release to-date:  https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

 

Website: https://www.kuali.org/ole

Blog: http://kualiole.tumblr.com/

Recent presentations: http://www.kuali.org/ole/media

Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

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Kuali OLE Monthly Update for Partners – April 2015

Active teams

● Deliver (Lead SME: Emily Batista)

○ The Deliver Team has been busy finishing work on testing/retesting/refining requirements for Duke’s implementation of 1.6 and has only begun to look in detail at issues for the upcoming releases.

○ Major enhancements in 1.6 include an entirely new way to search for and display item records with all relevant circulation information available in one place, and the ability to initiate requests from the item record display rather than from the Request search display. We worked with Nora on documenting these two new, big features to bring the release documentation up to date.

○ SOAS implemented mid-April and mostly found that the self-check functions work with OLE but there are some performance issues that are still being improved, and at least one issue related to fines to resolve.

● Describe (Lead SME: Mechael Charbonneau)

○ Completed and submitted the following user requirements for OLE Release 3.0:

 -OLE4237:  Allow locations to be flagged as inactive

-OLE5283:  “Fast Add” Bib Record Status & Deliver Permissions

-OLE5378:  Make statistical code repeatable

○ Updates on additional Describe enhancements targeted for 3.0:

-Reviewed a first draft of functional specifications designed to improve the existing single MARC record import functionality (OLE7227)

-Preliminary work began on the enhancement specifications for “work units” within the context of user roles & permissions (OLE4605).  Both Describe and Select & Acquire groups will be working on the functional specification.  As a first step each group began developing use cases to better understand the functional requirements, including those within a consortial environment.

● Submitted a new OLE Roadmap enhancement request to have “format_facet” selection removed from Search Framework Configuration since format facets are actually determined by MARC bib leader data elements.

● On April 16 th , Describe members met with Bob Persing (Penn) and Kristin Wilson (Chicago) to provide feedback on Select & Acquire’s enhancement to enable the relinking of PO lines from one bib record to another (OLE5613).

Select & Acquire (Lead SME: Sharon WilesYoung)

○ Continue to gather more S&A use cases for OLE4605 to add to the Describe team’s use cases for work units roles and permissions in consortial settings.

○ S&A team discussed OLE5613 (relinking of PO’s) and OLE6948 (relinking of e-holdings), and added more detail and diagrams to the spec based on input from Describe, E-acq and the S&A team.

○ Fiscal year rollover testing for 1.6 is progressing. Chicago and Lehigh are now testing on their local test servers twice a week and identifying the bugs.

○ S&A team and the E-acq team are reviewing the 2.0 bug spreadsheet, categorizing by function, and prioritizing how critical the bug fix is for 2.0.

GOKb (Lead: Kristen Wilson)

○ GOKb Editor position is currently posted at NCSU:  http://www.lib.ncsu.edu/jobs/epa/gokb

○ Development work continues with version 4.2 expected in May

○ Training continues for OLE partners

Consortia Team (Lead: Matt Sargent)

○ KCW Summary

■ Shared Describe & Deliver was selected as our overall Consortia model

■ Through discussion, found that most items fall into other SME groups

● will continue to tag and monitor Consortium Tagged Jiras

■ Requirements Working Group’s awesomeness:

● User Permissions Per Location

● Batch Loading for a Shared System

● Multiple billing addresses

● Demand management for ILL

● Allow ownership of records

○ Will continued Review of Requirements

Spreadsheet of gaps

● New “Ranked” tab has our collectively voted items in order on it

 

Coding Update

1.5.11 and 1.5.12 were released: Iteration 1.5.11 and Iteration 1.5.12 (Changes can be seen in the DEMO environment: http://demo.ole.kuali.org/portal.do ). These releases continued to fix errors discovered by early adopters.

1.6 efforts took place throughout the month. These changes can be reviewed in the TST environment: http://tst.ole.kuali.org/portal.do.

1.6 Sprint 7                           1.6 Sprint 8

1.6 Sprint 8 (intermediate Deployment)

 

-Select and Acquire

● Progress has continued to document Fiscal Year Rollover processes; restored the link for Open Encumbrances, which is a tool from KFS for Fiscal Year Rollover.

● Modified the Invoice Price field so that amounts can be more than 10 digits in length.

-Describe and Manage

● Updated bib imports and the Search Workbench to allow the special character “<”.

-Deliver

● Updated the Deliver Item Search to display call numbers from the item record when appropriate.

● Several bugs that were identified for requests have been corrected.

● Progress has been made to improve the performance of generating notices.

-System Integration

● A unique identifier was added so that bills could be identified and paid for through an API.

● Development and documentation to load Bibs, Holdings, and Items via an API instead of through scripts is being finalized.

2.0 development has been put on hold to focus resources on completing 1.6.0.

 

Kuali OLE in the news:

SOAS Library adopts cutting edge management system for intellectual resources

SOAS Library Implements Kuali Open Library Environment Library Technology Guides, April 22

Matt Enis: “Kuali Goes Commercial | Library System Landscapes” Library Journal. April 7th, 2015

 

Current release: 1.5.12 (April 2015)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

 

Next scheduled release: 1.6.0 Public Release (Q2 2015)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5.12 and 1.6 release to-date: https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

 

-Website: https://www.kuali.org/ole

-Blog: http://kualiole.tumblr.com/

-Recent presentations: http://www.kuali.org/ole/media

-Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

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Kuali OLE Monthly Update for Partners – March 2015

Active teams

Describe (Lead SME: Mechael Charbonneau)

○ Welcomed new Describe SME member Amy Bailey, Head of the Western European Cataloging Section, Indiana University.

○ Describe user documentation for new and revised 1.6 release functionality was completed.

○ Finalized acceptance criteria and began testing Describe enhancements for OLE Release 2.0.

○ Rich Slabach, OLE’s QA Manager, presented an OLE testing workshop refresher for interested Describe members on March 17 th .

○ Renewed our efforts towards completing remaining user requirements for Describe enhancements slated for OLE Release 3.0.

Select & Acquire (Lead SME: Sharon WilesYoung)

○ Welcome to a new member of the S&A team, Lina Lakhia from SOAS.

○ Lehigh University and University of Chicago are testing 1.6 fiscal year rollover functionality on their respective test servers. Progress is being made and the procedure is being documented.

○ Continued testing 2.0 functionality and 1.6 invoicing bugs

○ Reviewed the 3.0 roadmap and examined functional specs

○ Re-examined the webservice pre-order form and discussed use cases for this webform.

GOKb (Lead: Kristen Wilson)

○ GOKb editor position has been posted at NC State. See https://jobs.ncsu.edu/postings/50609

○ Training continues for OLE partners.

Implementation Team (Lead: Patty Mescher)

○ There was a MS Access Circulation Utilities Database demonstration for the group, presented by Andrew Rusin of the University of Chicago

○ Decommissioning ole-quickstart continued through the month, a superuser replacement was determined required to initially add staff to roles during the system build.

○ Discussed the KRMS analysis and review. DROOLS is being tested as a promising proof-of-concept as an OLE rules engine.

Consortia Team (Lead: Matt Sargent)

○ The team continues to refine requirements list and has started creating detailed specifications of items.

○ Working group membership has expanded to include additional representatives from Duke, as well as members and leads of our other SME teams that will have overlapping functionality.

Coding Update

1.5.9 and 1.5.10 were released: Iteration 1.5.9 and Iteration 1.5.10 (Changes can be seen in the DEMO environment: http://demo.ole.kuali.org/portal.do ). These releases continued to fix errors discovered by early adopters.

1.6 efforts took place throughout the month. These changes can be reviewed in the TST

environment: http://tst.ole.kuali.org/portal.do .

1.6 Sprint 5 (Intermediate deployment)           1.6 Sprint 6 (intermediate deployment)

1.6 Sprint 5                                                             1.6 Sprint 6

1.6 Sprint 7 (intermediate deployment)

 

-Select and Acquire

● Incorporated the ability to re-encumber ongoing orders at the start of each year after fiscal year rollover has been performed.

● A visual cue has been added to the Invoice to let staff know when the document is loading.

● Several errors were reported for Invoices involving routing, importing, and cancellation; these continue to be addressed.

-Describe and Manage

● A date picker has been added to the Batch Process Job Details screen. Additionally to make the display more user friendly, after you run a job, only that job will display in the Job Details screen that appears.

● Donors were being added to imported records via the profile even if there were no donor codes in the MARC file; this problem has been corrected.

-Deliver

● Staff can now override patron requests that are blocked.

● As the new feature gets tested, improvements to the Deliver Item Search are being identified and developed. Additionally, requests and notices continue to be tested and enhanced.

-System Integration

● Browser tabs will now display the document or interface names.

● Help documentation is now built with deployments making documentation always available from the user interface.

● Several issues with the RESTful API have been addressed.

 

2.0 development also continued in March. These changes can be reviewed in the QA environment: http://qa.ole.kuali.org/portal.do .

2.0 Sprint 6                                      2.0 Sprint 7 (Intermediate deployment)

-Select and Acquire

● E-Resource development continues with testers discovering and reporting issues as they appear.

-Describe and Manage

● Working to add the ability to transfer e-holdings records to different bibliographic records.

-Deliver

● Applied coding to allow for circulation statistics.

 

Current release: 1.5.11 (April 2015)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled release: 1.6.0 Public Release (Q2 2015)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5.8 and 1.6 release to-date:  https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

 

-Website: https://www.kuali.org/ole

-Blog: http://kualiole.tumblr.com/

-Recent presentations: http://www.kuali.org/ole/media

-Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

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Kuali OLE Monthly Update for Partners – February 2015

Active teams

● Deliver (Lead SME: Emily Batista)

○ Several members of the Deliver team learned how to write Test Scenarios in order to complete specifications for a number of major enhancements.

○ We submitted a very large number of OLETS and spent much of the month refining and testing scenarios related to an entirely new view of item records (Deliver-centric) and a new process for placing patron requests on the staff side, as well as supporting more local configuration options for notices and request processes.

○ SOAS worked on 3M self-check issues directly with HTC and coordinated with other institutions to assure a successful implementation for all partners who use self-check.

Describe (Lead SME: Mechael Charbonneau)

○ All Describe acceptance criteria and OLETS were submitted and 1.6 testing was on target throughout the month.

○ Revised bib import profile constant values functionality was finalized and will be applied to all incoming records without regard to the presence of that field in the incoming record. The constant value process will append a new MARC field to the incoming record and will no longer overwrite existing information.

○ Members reviewed a draft functional spec prepared by Bob Persing (Select & Acquire) which also incorporated Describe’s earlier work regarding the need for more complex logical browser tab names.

○ Jaya Bharath (HTC) demonstrated the new cross document search capabilities that will appear in 2.0. This new functionality will be particularly handy for identifying record subsets when using OLE’s global change capabilities for holdings and/or item records.

○ Describe discussed the desirability of adding repeatable statistical codes to holdings records as well as item records.

Select & Acquire (Lead SME: Sharon WilesYoung)

○ Rollover testing continues for 1.6.

○ E-Acquisitions team is beginning 2.0 functionality testing.

○ Team continues to review enhancement requests.

GOKb (Lead: Kristen Wilson)

○ Lehigh and Rutgers began training in February and should be contributing data to GOKb by the end of March.

○ Duke will begin training in March.

○ Ebook data model design workshop will be held April 23 at NCSU; details soon.

○ Kristen Wilson and Kristin Antelman will present on GOKb at the UK Serials Group meeting in Glasgow on March 30 and 31.

Implementation Team (Lead: Patty Mescher)

○ Several institutions have struggled with implementing KRMS rules for their circulation policies. This has led to a larger review with assistance from the Kuali Rice team.

○ General bound-with loading instructions were determined needed; Lehigh has shared it’s code solution and the documentation request has been added to the queue.

Consortia Team (Lead: Matt Sargent)

○ The team has begun to gather requirements and review which of those are already available in OLE.

 

OLE in the News

CampusSource Tagung 2015 [text in German]

http://www.checkpointelearning.de/article/14269.html

Coding Update

1.5.8 was released on February 5th: Iteration 1.5.8r21826  (Changes can be seen in the DEMO environment: http://demo.ole.kuali.org/portal.do ). This release continued to fix performance problems within OLE for local installations.

1.6 efforts took place throughout the month. These changes can be reviewed in the TST environment: http://tst.ole.kuali.org/portal.do .

1.6 Sprint 3                      1.6 Sprint 4

-Select and Acquire

● Improved performance times on the Acquisitions Search.

● Several corrections were made to the Bib Import process to allow multiple 500 fields and to fix call number types.

● Fiscal Year rollover now allows libraries to re-encumber ongoing orders at the start of each year.

-Describe and Manage

● Performance times on the Search Workbench continue to be improved.

-Deliver

● Improvements to patron request procedures continue to be developed – particularly for recalls, holds and item level requests.

● A search screen for the Deliver module is being developed so that circulation staff can better interact with item records.

● Several data integrity issues with loans have been corrected.

-System Integration

● Institutions can now reindex records that have been modified after a specific date.

● NCIP CheckInItem messages were returning errors, this has been fixed. 2.0 development also resumed in February. These changes can be reviewed in the STAGING environment: http://staging.ole.kuali.org/portal.do .

2.0 Sprint 4

-Select and Acquire

● Enhancement development has resumed for electronic resources.

● The creation of the platform record, that stores platform/platform provider information, is underway.

● Development to integrate with GOKb is also underway.

-Describe and Manage

● OLE has added the ability to reverse a boundwith.

● Several changes have been coded to enhance e-holdings records: URLs are now clickable and the records are transferrable.

-System Integration

● Upgrading to Solr 4 allows users to search locations across document types

 

Current release: 1.5.8 (February 2015)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled release: 1.6.0 Public Release (Q1 2015)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5.8 and 1.6 release to-date:  https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

Website: https://www.kuali.org/ole

Blog: http://kualiole.tumblr.com/

Recent presentations: http://www.kuali.org/ole/media

Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

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Kuali OLE Monthly Update for Partners – January 2015

Active teams

Describe (Lead SME: Mechael Charbonneau)

○ Reviewed a draft enhancement summary on the updated OLE roadmap web page to verify that the information accurately reflected the contents for OLE releases 1.5, 1.6, and 2.0.

○ Completed and submitted the 3.0 functional specifications for Authorities Tier 1 (OLE4454).

○ Finalized testing assignments, wrote acceptance criteria, and tested 1.6 Describe enhancements.

○ Submitted Describe’s suggestions on how OLE browser tabs should be labeled (OLE5628).

○ Janet Fox (Chicago) and Lisa McColl (Lehigh) finalized and submitted their revisions to a document created by HTC outlining the desired behaviors for bib import functionality for constant and default value overrides (OLE6944).

○ Reviewed current documented OLE UI standards posted in the Kuali OLE wiki space to address any gaps or inconsistencies.

Select & Acquire (Lead SME: Sharon WilesYoung)

○ Continue to test rollover functionality for 1.6. Lehigh and others will have test systems to test rollover process and functionality. Bob Persing (U Penn) gave us a demo of the re-encumberance of recurring orders functionality.

○ Testing teams are trained and in place for the 2.0 e-acq specs.

○ Reviewed the browser tab labels for S&A and Bob compiled the desired tab labels for OLE5268.

○ Functional Council approved OLE5666 (License Editor) to move to 3.0 development.

GOKb (Lead: Kristen Wilson)

○ We issued a press release formally announcing the new Mellon funding which will sustain GOKb through the end of 2015. The release has resulted in a number of inquiries from libraries and vendors.

○ GOKb training sessions for Lehigh and Rutgers are scheduled for February.

○ Kristen Wilson will present on GOKb at the Electronic Resources & Libraries Conference on Feb. 23 at 1:30 p.m.

Implementation Team (Lead: Patty Mescher)

○ Worked through manually scheduling the “scheduleJob” batch processes so that jobs do not get stuck in “pending” status.

○ Members of the team worked through importing bib records with multiple holdings and items. This was recorded and documented for other implementers.

Consortia Team (Lead: Matt Sargent)

○ Initial reboot of the group occurred 1/28 with representation from SOAS, IU, Florida, PALS, OLE, UMD, and U Penn in attendance.

○ Action Items:

■ Homework is out for our next meet to self-identify what kind of Consortia Model we all fall into so we can better focus on what gaps we have for those involved.

■ Need to identify a Vice-Lead to coordinate when the Lead is unavailable.

 

Coding Update

Coding for 1.5.7 and 1.5.8 have been completed:

Iteration 1.5.7r21563                     Iteration 1.5.8

(Changes can be reviewed in the Demo Environment: http://demo.ole.kuali.org/portal.do )

This last release for 1.5.8 concludes the 1.5 development. This release includes improved performance when searching for bib records, creating invoices, and rendering the batch process jobs details page. Additionally it includes a correction to XML encoding for SRU.

1.6 efforts also took place throughout the month. These changes can be reviewed in the TST Environment: http://tst.ole.kuali.org/portal.do.

1.6 Sprint 1                                1.6 Sprint 2

 

-Select and Acquire

● Changed workflow rules so that a requisition becomes a purchase order regardless of the order type.

● Work has been done, but continues, on fiscal year rollover.

-Describe and Manage

● While searching items in the Search Workbench, users can include bibliographic fields in their search criteria.

● ISBN searching has been corrected to match with or without hyphens.

-Deliver

● Enhancements to this module include:

○ Allowing circulation desks to run their own hold pickup notice jobs.

○ In-transit status information included on the item record.

○ Allowing libraries to block requests if patron fees are above an institutionally specified amount.

○ Pending requests added to the loan screen display.

○ Barcodes are now required on an item before it can be checked out.

○ The call number prefix field was added to several screens within the module.

-System Integration

● Made improvements/fixes to batch processing including clearer failure messages, corrections to the batch job reports, and simplified imports with auto-fill fields.

● Updated ISBN searching in SRU so that it works on 10-digit ISBNs, in addition to the 13-digit ISBNs.

● Re-indexing no longer requires full database processing, now a re-index can be done on a set range.

 

Current release: 1.5.8 (February 2015)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled release: 1.6 (Q1 2015)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.6 release to-date: https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

-Website: https://www.kuali.org/ole

-Blog: http://kualiole.tumblr.com/

-Recent presentations: http://www.kuali.org/ole/media

-Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

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Kuali OLE Monthly Update for Partners – December 2014

Active teams

Deliver (Lead SME: Emily Batista)

○ The Team completed specs for several high-priority enhancements, including Requests (OLE6802), Deliver-Specific Item Display (OLE5015), Location-limited Hold Pickup Notices (OLE5423), and In Transit History (OLE6480)

○ Began gathering information for specs for enhancements to Deliver notices in general, specifically enabling more local control over content and timing of all notices (OLE6801)

Describe (Lead SME: Mechael Charbonneau)

○ Held an in-depth discussion of OLE’s bib import functionality with Tirumalesh Bodavula (HTC) in order to answer several questions and clarify functionality. A video of the discussion entitled “Describe Batch Process Review” is on the OLE Demonstration Library under the heading “Batch Processing.”

○ Continued to review draft functional specifications for Authorities Tier 1 (targeted for release 3.0).

Select & Acquire (Lead SME: Sharon Wiles-Young)

○ Reviewed rollover functional needs, and the task force continues to test rollover functionality on Chicago’s test server

○ Discussed testing for 1.6 and 2.0 functional specifications

GOKb (Lead: Kristen Wilson)

○ GOKb version 4 has entered a “soft launch” phase. The public can now sign up to view a public preview of the application via gokb.org. We are planning a wider announcement later on in January to promote the preview period.

○ We have loaded more than 200 packages into GOKb thanks for the efforts of NCSU, who is working on Elsevier, and Chicago, who is working on Taylor & Francis.

Coding Update

(Changes can be reviewed in the Quality Assurance Environment: http://qa.ole.kuali.org/portal.do)

Coding for 1.5.6 was completed on December 5th with Iteration 1.5.6 Minor Patches. These patches addressed performance problems discovered at the University of Chicago. A 1.5.6.1 patch was made available on December 8th (Iteration 1.5.6.1 Critical Patch). This patch addressed problems discovered with z39.50 connections.

1.5.7 efforts took place throughout the rest of the month. OLE continues work to address the needs of the early implementers. More detailed information of bug fixes addressed in each release tag can be reviewed on the OLE wiki pages:

Iteration 1.5.7 r21355        Iteration 1.5.7 r21414        Iteration 1.5.7 r21512

 

-Select and Acquire

● When importing and overlaying E-Holdings records, the URLs were not being added. A fix was coded.

● Expanded the title column on the Invoice document and the publisher field on the Serials Receiving Record.

● Made modifications so that when linking multiple purchase orders, extraneous items are not created.

-Describe and Manage

● There was a problem retaining information on a Holdings or Item record if the records had a call number prefix. This problem has been corrected.

● Modified bib import requirements the record being imported must have both a 245 field and a 245$a subfield.

● Modified the facets in Search Workbench. When clicking “more”, the facets now retain the original search factors.

-Deliver

● Modified the view mode of the Patron Record to not load the temporary circulation history record automatically. This improves system performance.

● Modified Requests so that proxy patrons can request, then check out materials on behalf of the faculty member.

● Corrected the circulation status batch job so that all items with the status “recently returned” is updated to “available”. The bug reported that the job only did 10 items at a time.

-System Integration

● Improved performance on Fund Balance searching, Search Workbench, and loading multiple purchase orders to an invoice.

● There was a problem scheduling imports to run at a later date/time, OLE was not capturing the file to load. This has been corrected.

 

Current release: 1.5.2 (August 2014)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled release: 1.6 Public Release (Q1 2015)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5.7 release to-date: https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

Website: https://www.kuali.org/ole

Blog: http://kualiole.tumblr.com/

Recent presentations: http://www.kuali.org/ole/media

Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

Posted in Uncategorized | Comments closed

Kuali OLE Monthly Update for Partners – November 2014

Active teams

Deliver (Lead SME: Emily Batista)

○ Continued to work on detailed specifications for important functional improvements to requests, item record interface, notice processing, and other aspects of Deliver.

○ Added Claudia Mendias from SOAS to the Deliver SME team.

○ Several team members attended Kuali Days: Emily Batista (Penn), Mark Canney (Lehigh), Gary Charbonneau (Indiana), Luisa Cywinski (Villanova), Karen Newbery (Duke),

Describe (Lead SME: Mechael Charbonneau)

○ Welcomed two new Describe SME members from the School of Oriental and African Studies (SOAS), University of London: Claudia Mendias (OLE Project Coordinator & Business Analyst) and Eileen Crawley (Deputy Head of Acquisitions & Bibliographic Services).

○ Reviewed draft Authorities Tier 1 functional specifications for OLE Version 3.0.

○ Formed a subgroup to identify improvements to the single bibliographic import functionality (OLE7227).

○ Five Describe members attended the annual Kuali Days Conference held in Indianapolis: Frances McNamara (University of Chicago); Doreen Herold & Lisa McColl (Lehigh University); Gary and Mechael Charbonneau (Indiana University).

Select & Acquire (Lead SME: Sharon WilesYoung)

○ Demo of more E-Resource development specifically changes to the platform record and the E-Resource record

○ Examined the PO record and fund code

○ Update from Kristin Martin and Kristen Wilson on GOKb: E-Resource record feeds from GOKb. The team is reviewing how best to manage the GOKb E-Resource record feeds and load only changed records into OLE.

○ Testing of fiscal year rollover functionality continues by rollover team and they report progress. Bob Persing attended a KFS meeting at Kuali Days discussing rollover and received a list of KFS reports needed for rollover.

○ Bob Persing, Carlen Ruschoff, Kristen Wilson, Dan Huang and Kristin Martin from the S&A team all presented at Kuali Days and their contributions were well received. Also other members of the S&A attended Kuali Days so the Select and Acquire team had good representation at the meetings.

 

Coding Update:  (Changes can be reviewed in the Quality Assurance Environment:  http://qa.ole.kuali.org/portal.do)

Coding for 1.5.5 was completed on October 31st and 1.5.6 efforts took place throughout the month of November. OLE continues work to address the needs of the early implementers.  More detailed information of bug fixes addressed in each release tag can be reviewed on the OLE wiki pages:

Iteration 1.5.6 r21025        Iteration 1.5.6 r21178        Iteration 1.5.6 r21260

Iteration 1.5.6 r21129        Iteration 1.5.6 r21209

 

-Select and Acquire

● Improved the batch bib import functionality by correcting earlier hard coded ISBN checks and modifying 001 matching.

● Modified Invoice error messages to be more explanatory to users.

-Describe and Manage

● Several problems with the search workbench have been fixed.

● Corrected the display of items to be sorted correctly in the editor.

● Corrected errors that occurred in batch exporting and deleting when OLE updated to SOLR4. Added the option of exporting bib records from a list of bib IDs.

-Deliver

● Several problems were identified for overdue notices and recalls. These have been addressed.

● Corrected error messages on patron bills.

● OLE was confusing AM and PM times in different tables when creating loans but this has been fixed.

-System Integration

● Modified the SRU search to ‘all’ from ‘adj’ (or as a phrase).

● Institutions were not able to have purchase orders emailed to themselves but configurations have been modified to allow them to do so.

● Performance issues continue to be addressed, these include:

○ Patrons who have large numbers of loans

○ NCIP responses

○ MARC editor interface

○ Invoice document

○ Loan/Return

 

Current release: 1.5.2 (August 2014)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled release: 1.5.X Public Release (Q4 2014)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5 release to-date: https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

 

-Website: https://www.kuali.org/ole

-Blog: http://kualiole.tumblr.com/

-Recent presentations: http://www.kuali.org/ole/media

-Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

Posted in Uncategorized | Comments closed

Kuali OLE Monthly Update for Partners – October 2014

Active teams

Deliver (Lead SME: Emily Batista)

○ The team completed the specs for our five most important enhancement requests in preparation for the Roadmap discussion.

○ We continue to monitor issues arising from the early adopters experience, including performance slowness and notice production challenges.

   ● Describe (Lead SME: Mechael Charbonneau)

○ The group continued its ongoing work of assigning appropriate fix versions to new Jira ticket submissions coded as “OLE ?.”

○ Doreen Herold and Lisa McColl from Lehigh presented an informal MARC record importation demo to our UK partners from the School of Oriental and African Studies (SOAS), University of London. Several Describe SMEs also participated in the meeting to assist in workflow discussions and to answer questions.

○ Provided feedback on the final cross document searching functional specification draft targeted for OLE 2.0.

○ Members began to review a draft functional spec for “Authority Control: Tier 1” (OLE4454) aimed at supporting authority record storage, creation, editing, deletion, and import. Currently targeted for OLE 3.0, Tier 1 is the first step in a phased authority control development approach.

Select & Acquire (Lead SME: Sharon WilesYoung)

○ S&A team continues to review electronic acquisitions development. Currently the team is reviewing functionality of the electronic resource record and the platform record.

○ The Fiscal Year roll over team met with KFS experts to review end of year parameters and reports within KFS.

○ The S&A team participated in S&A funding balances and general ledger testing using Bob Persing’s script. The results were very successful and provided a chance for the whole team to practice amending PO’s and invoicing.

○ The S&A team continues to review new Jira enhancement tickets and monitor roadmap plans for S&A requirements.

   ● System Integration/Infrastructure (Lead SME: Peri Subrahmanya)

○ Loaders Spec

     ■ Discussed and reviewed the proposed API for bibs/holdings/items.

     ■ APIs for various reference data loadings and bib records should suffice as long as performance is addressed.

     ■ API for financial data loads not available.

○ Reporting framework

     ■ Still haven’t come to a concrete decisions on which framework to use: BIRT or Metridoc

○ Patron Refactor

     ■ Reviewed and accepted the new proposed patron data model.

○ Chicago performance

     ■ Profiled various performance hit screens and compiled a report available at https://docs.google.com/a/kuali.org/document/d/1rcV_WTI9GtU8ohOrfIvFwPBadqKqfRIq2DmwNxBwBM/edit.

     ■ First round of performance fixes have been made available in tht 1.5.6 version (Chicago to upgrade soon) which involves the bibeditor.

     ■ Second round of fixes in the works (Checkin/Checkout and Invoices)

   ● GOKb (Lead:: Kristen Wilson)

○ The GOKb is finalizing release 4.0, and we plan to have a public release ready by the end of November.

○ NCSU is preparing a press release announcing the public preview of the GOKb service and the second round of Mellon Funding.

○ At the Charleston Conference, GOKb team members met with potential project partners including OCLC, EBSCO, Proquest, University of California Press, and Virginia Tech.

○ GOKb presentations have been accepted at the CNI Membership Meeting and Electronic Resources & Libraries.

 

Coding Update

(Changes can be reviewed in the Quality Assurance Environment:  http://qa.ole.kuali.org/portal.do)

Coding for 1.5.4 was completed during October and 1.5.5 coding continued into November. OLE continues to work to address the needs of the early implementers. More detailed information of bug fixes addressed in each release tag can be reviewed on the OLE wiki pages:

Iteration 1.5.4 r20590         Iteration 1.5.5 r20754         Iteration 1.5.5 r20878

Iteration 1.5.4 r20618         Iteration 1.5.5 r20812         Iteration 1.5.5 – r20916

 

-Select and Acquire

● Load times on the Serial Receiving Records have been tremendously improved.

● There were several problems with the Invoice document that have been resolved.

-Describe and Manage

● Problems with extent of ownership information data have been corrected.

● Problems transferring items attached to purchase orders have been fixed.

-Deliver

● Corrected problems with recalling and holding items, NCIP.

● Added additional parameters for institutions to choose to include library close times for due dates and fine calculations.

-System Integration

● Significantly improved the SRU response times for Z39.50 searches.

● Incorporated controlled vocabulary in Batch process import profiles

 

Kuali OLE in the news:

“Lehigh Launches Kuali OLE” Advanced Technology Libraries. Oct2014, Vol. 43 Issue 10. Frances McNamara, Stuart Miller, and Tod Olson. “Kuali OLE at the University of Chicago Library”. Foss4Lib. October 17th, 2014 https://foss4lib.org/casestudy/uchicago

Current release: 1.5.2 (August 2014)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled release: 1.5.X Public Release (Q4 2014)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5 release to-date:  https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

Website: https://www.kuali.org/ole

Blog: http://kualiole.tumblr.com/

Recent presentations: http://www.kuali.org/ole/media

Wiki : https://wiki.kuali.org/display/OLE/Home

   ● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

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Kuali OLE Monthly Update for Partners – September 2014

Active teams

Deliver (Lead SME: Emily Batista)

○ The Deliver team has been working very hard on developing detailed functional specifications for five major areas of OLE enhancements. These include batch notice location limits, a deliver-specific item display interface, a completely revised request workflow, and major changes to both claims returned and lost item functionality. Five sub-teams work independently on the initial specs, with the full team discussing and reviewing all the work.

   ● Describe (Lead SME: Mechael Charbonneau)

○ At the request of S&A’s E-Resources Spec Team, Describe SMEs reviewed a draft supplemental specification for importing bibliographic records from GOKb.

○ The group continued its work of reviewing bug and enhancement requests currently coded as “OLE ?“ in order to assign them to appropriate fix versions.

○ Provided feedback on the draft cross document searching functional specification.

○ Lisa McColl (Lehigh), Doreen Herold (Lehigh), and Janet Fox (Chicago) presented an informal batch import demonstration to the Describe team. Lisa also presented a separate introductory session (“Bib Import 101”) to all interested OLE partners on writing bib import profiles and importing bibs.

   ● Select & Acquire (Lead SME: Sharon Wiles-Young)

○ The rollover team led by Lynda Clendenning is working on rollover specs and functionality. Scott Perry is assisting with testing, using Chicago’s data and test database

○ Vijay demonstrated to the S&A team and the e-acquisition spec teams some of the new development in e-resources. The team got to review e-resource record screens with new functionalities such as the price increase widget being developed. It is very exciting to see this development.

○ Added new representation from Florida, Paul McDonough, and from Lehigh, Dan Huang. Bob gave an overview on OLE documentation and important OLE links to the new members.

○ S&A team continues to review enhancements in OLE ?, check if specs are needed and then decide to add to roadmap.

○ Discussed a work around for the OLE6733 rounding issue on invoices until development can be done on this Jira.

   ● GOKb (Lead:: Kristen Wilson)

○ Release of GOKb 4.0.0 is now scheduled for Oct. 31. This release will be branded as a public preview. It will include fully functional software, but a limited amount of data to start.

○ NCSU and Chicago staff have received training on GOKb data loading and will be contributing data to the live system beginning in October.

○ Kristen Wilson will be presenting on GOKb at the Charleston Conference on Nov. 7 from 11:30-12:15.

○ Kristen, along with members of the GOKb development team and steering committee, will be meeting at Charleston with potential vendor partners for GOKb, including OCLC, EBSCO, WT Cox, and Elsevier.

 

Coding Update

(Changes can be reviewed in the Quality Assurance Environment: http://qa.ole.kuali.org/portal.do)

Coding for 1.5.3 has continued during the month of September. OLE continues to work to address the needs of the early implementers. Several of the issues that were worked on during September include the system lag times, in particular loading bibliographic records with many items attached, invoice records, and generating overdue notices took too long. Additionally there have been some database changes, one of which was to counter some of the lag time of the system when generating overdue notices.

More detailed information of bug fixes addressed in each release tag can be reviewed on the OLE

wiki pages:

Iteration 1.5.3D        Iteration 1.5.3.1r20425       Iteration 1.5.3.1r20501

Iteration 1.5.3E        Iteration 1.5.3.1r20446

 

Kuali OLE in the news:

“Coming Next: Kuali OLE”. Smart Libraries Newsletter. Sept, 2014, Vol. 34 Issue 9. Available for purchase at http://www.alatechsource.org/sln/index

Current release: 1.5.2 (August 2013)

● Demo: http://demo.ole.kuali.org/portal.jsp

● Documentation: https://wiki.kuali.org/display/OLE/OLE+Published+Documentation

Next scheduled release: 1.5.X Public Release (Q4 2014)

● Road map: http://www.kuali.org/ole/roadmap

● Technical details of 1.5 release to-date: https://wiki.kuali.org/display/OLE/OLE+Current+Release+Status+Report

 

Website: https://www.kuali.org/ole

Blog: http://kualiole.tumblr.com/

Recent presentations: http://www.kuali.org/ole/media

Wiki : https://wiki.kuali.org/display/OLE/Home

● Note: some sections will require a KIS account

● OLE 101: https://wiki.kuali.org/display/OLE/New+Members++Getting+Started+with+OLE

Posted in Uncategorized | Comments closed
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