Kuali OLE Monthly Update for Partners – October 2015

Active teams

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

○ S&A team discussed the prioritizing process and worked diligently to identify the “must have” jiras for 2.x and began to discuss the priorities for 3.0 & 3.x version. Finished the 2.x process for the Early Adopter Team to review

○ Kristin Martin provided an overview of the ERM functionality that the E-Acq team reviewed and endorsed. She discussed the 2.0 development that needs to be completed for a basic ERM workflow and then what development will need to follow in 3.0 such as licensing functionality.

○ The S&A team discussed the multi-fund PO, the multi-copy workflow and recurring order functionality. The team followed up on the recurring order functionality and requested that OLE set the default dates for type of recurring payment and this Jira is being tested now.

○ 1.6.2 S&A testing is finished and 2.0 S&A testing is continuing and near completion.

System Integration/Infrastructure (Lead SME: Matt Sargent)

○ Matt Sargent (Indiana University) is the new Chair of the Systems Integration SME group. With the amount of work the OLE project team is currently facing it was decided that the actual running of the group should be shifted to someone else. However, Peri’s expertise makes him a critical member of the group so he will continue to attend the meetings to offer his valuable insight.

GOKb (Lead: Kristen Wilson)

○ Development on GOKb release 5.0 was completed. The release is scheduled to be applied to the GOKb live and test environments Nov. 3.

○ New data management and data provider partners include the University of Iowa, Harvard University Press, and the University of North Carolina at Greensboro

○ Partners from NC State University loaded packages from several priority publishers including: American Chemical Society, World Scientific Publishing, the Directory of Open Access Journals, and Annual Reviews, sourcing the files from the CUFTS open knowledge base.

Implementation Team (Lead: Heather Beery)

○ Chicago currently has 1.6.2 in production. In November, both Lehigh and SOAS plan to have 1.6.2 in production as well.

Cross Module Team (Lead: Heather Beery)

○ SME groups have been prioritizing 2.x work focusing on the “must-have” needs of the early adopter institutions (Chicago, Lehigh, SOAS, Duke, and Penn). When this work is finalized the SMEs will review 3.0 Jiras.

Coding Update

1.6.2 efforts included cleanup of some issues with Drools circulation rules and some new work on Bib Import and Order Import Batch Processes. These changes can be reviewed in OLE’s TST environment here http://tst.ole.kuali.org/portal.do . We anticipate that this will be the last update to our 1.6.2 branch.

1.6.2 Sprint 19                                     1.6.2 Sprint 20

Some of the jiras in these 1.6.2 releases:

-Deliver

Checked in items that are moving to In Transit for re-shelving or In Transit for Holds were not displaying the Route Location on the Return screen. This had been displayed properly with the KRMS circulation rules, but not with Drools. This was fixed .

-Select & Acquire

● Investigations begun on issues with order imports using Batch Profiles in combination with Edifact files. There may be a problem with properly recording what may first appear as a duplicate in the Edifact file. The proposed solution is to invoice items that are not linked to a PO to allow the user to work out the resolution

2.0 efforts are continuing to focus on the Electronic Resource Management functionality and the integration of ERM records with Accounts Payable records as well as work on the relationship of parent and child electronic resources. These changes can be reviewed in OLE’s QA environment –  http://qa.ole.kuali.org/portal.do .

2.0 Sprint 19                                       2.0 Sprint 20

Some of the jiras in these 2.0 releases:

-Select & Acquire

● Vendor and Publisher names in look ups were being sorted with uppercase names coming before lower case names. This functionality has been changed to display these names without regard to capitalization.

● Vendor and Publisher searches are essentially looking at the same master data (Vendors) but on the E-Resource record, there were two different search methods being employed. This has been changed to provide one consistent method for searching for Vendors and Publishers.

● When a parent-child relationship between two different E-Resource records has been established, the requirement was to display all electronic holding records from child resources should also appear on the parent resource record. That is now working as requested.

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 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 2015

Active teams

Select & Acquire (Lead SME: Sharon WilesYoung)

○ Kristen Wilson provided the S&A team and E-Acq team with an overview and update on GOKb. After Kristen’s excellent overview, the team discussed the possibility of reexamining ERM and GOKb workflow. How should OLE proceed with the development of GOKb functionality and how best to test GOKb with the ERM functionality? The team will continue to discuss approaches once 2.0 functionality is completed and in production.

○ Kristin Martin provided the S&A team with a 2.0 demo of e-resource record functionality. She showed how the ERM workflow is configured, how to set alerts, and she showed the functionality of platform and vendor/organization records. It was very helpful to see this functionality in action.

○ The E-Acq team continues to test 2.0 functionality and this testing is identifying some critical bugs that need to be fixed and retested.

○ The S&A team and E-Acq team have completed some of the 2.0 documentation and continue to write ERM documentation as 2.0 code is completed and tested.

GOKb (Lead: Kristen Wilson)

○ GOKb has two new partners Harvard University Press and The University of Iowa

○ NCSU loaded more than 50 new packages into GOKb during September, drawing on the Open Source CUFTS knowledge base.

○ GOKb will be presenting at shotgun session at Charleston: “Ebooks, Community Management, and the Future(s) of the Global Open Knowledgebase” on Friday, November 6 at 3:30 P.M.

○ GOKb will also be represented with OLE at the Charleston vendor showcase.

Implementation Team (Lead: Heather Beery)

○ Chicago now has 1.6.2 in production. See updates on 1.6.2 functionality in the Coding Update below. SOAS is planning on implementing 1.6.2 in November and Duke plans to implement the 1.6.2 Deliver module in December.

Cross Module Team (Lead: Heather Beery)

○ The Cross Module team has been meeting very infrequently as the Early Adopters Group is working on reprioritizing work for 3.0 and below. This group consists of the institutions currently planning on implementing 3.0 (Chicago, Lehigh, SOAS, Duke, and Penn).

 

Coding Update

1.6.2 efforts concluded with 1.6.2r24396 and 1.6.2r24565. These releases focused on the final transition from KRMS circulation rules to Drools and the implementation of most of the User Interface customizations requested by University of Chicago. These changes can be reviewed in the TST environment: http://tst.ole.kuali.org/portal.do .

1.6.2 Sprint 17          1.6.2 Sprint 18

 

Some of the fixed bugs include:

-System Integration

● Data errors while loading patron data were not being reported with enough information to determine the cause of the error. OLE will now report the line number of the invalid data in the report file.

-Deliver

  • Continued performance improvements on notifications and Deliver API with Drools

 

2.0 efforts continued this month with a renewed focus on Electronic Resource Management functionality in 2.0r24307.  There was also a merger of the 1.6.2 code changes with the 2.0 code in 2.0r24571. These changes can be reviewed in the QA environment:  http://qa.ole.kuali.org/portal.do .

2.0 Sprint 17           2.0 Sprint 18

Some of the fixed bugs include:

-Select and Acquire

● Improvement of data ties between purchasing and cataloging through the E-Resource document.

-Deliver

● Ability to alter due date or renew item on Loan screen when borrower is the proxy.

 

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 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 – August 2015

Active teams

Describe (Lead SME: Mechael Charbonneau)

○ Said farewell to longtime SME member Lauren Reno (Duke). Lauren provided invaluable expertise in the area of rare book and special collections cataloging since joining the team in May 2013.

○ On August 11 th , the group participated in a demo of how the Search Workbench Boolean operators NOT and OR are now working. Because the SOLR limitation is somewhat confusing, a technical writer will document the functionality for the group’s further review.

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

○ SOAS had a successful FY roll over in OLE; reviewing one bug with PREQs

○ Team continues to review the roadmap scope and functionality for 2.0 and 2.x

○ Documentation for Select and Acquire 2.0 functionality is beginning to be written

○ Continue testing 2.0 bug fixes

○ Kristin Martin continues to update the S&A team on 2.0 E-Acq testing and the development of new functionality that needs to be retested.

GOKb (Lead: Kristen Wilson)

○ Development team is wrapping up release 5.0.

○ Scoping is complete for release 6.0 scheduled for December 2015.

○ Several new partners will begin contributing effort to GOKb including Minnesota State University, Mankato, Philadelphia University, and The University of North Carolina. These schools will be contributing to data quality efforts including error resolution and title history enhancement.

Implementation Team (Lead: Heather Beery)

○ Several institutions continue to test Drools for 1.6.2, others await the release or are beginning to review their circulation policies in preparation.

 

Coding Update

1.6.2 efforts continued during the month. This release focuses on critical and blocking bugs found by implementers as well as the transition from KRMS circulation rules to Drools. These changes can be reviewed in the TST environment: http://tst.ole.kuali.org/portal.do .

1.6.2 Sprint 16

Some of the fixed bugs include:

-Describe

● Search workbench was bringing up incorrect titles in the search results when searching by item barcodes; this has been corrected.

-Deliver

● Continued to work on request alerts and notifications

● Updated the patron schema to include middle names and local ids while batch importing records.

2.0 efforts continued this month. These changes can be reviewed in the QA environment:

http://qa.ole.kuali.org/portal.do .

2.0 Sprint 15

-Select and Acquire

● Added fund codes as aliases to accounting strings

● Continued to work through E-Resource development with testers

-Deliver

● Several minor modifications have been applied to the loan and return screens for ease of use

● Work was done to add system defaults for staff placing requests

● Created a maintenance document to easily customize deliver notices

-System Integration

● Removed the word “Instance” from the UI; OLE now uses the terms Holdings and Items

 

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 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 – July 2015

Active teams

Technical Council (Chair: Adam Constabaris)

○ We’ve been laying the groundwork for the August F2F, including sketching out development and technical support models for OLE.

Describe (Lead SME: Mechael Charbonneau)

○ In preparation for the Functional Council’s August F2F meeting in Chicago, SMEs completed their review of all Describe Jira enhancement tickets with Fix Version “OLE ?” and “OLE Hold”. Approximately 60 “OLE Roadmap” Jira tickets were also reviewed and prioritized to identify enhancements to be considered for inclusion in OLE Release 4.0.

Select & Acquire (Lead SME: Sharon WilesYoung)

○ The team reviewed 170 Select and Acquire OLE roadmap Jiras to move to a 4.0 assessment. Under Kristin Martin’s guidance the EAcq team also reviewed the OLE E-Acq roadmap Jiras.

○ Lehigh University had a successful FY rollover with one issue: timing of a payment of an invoice and overnight jobs running. This has been resolved.

○ The team went over some invoice functionality with the development team.

○ The team invited Heather Beery to our meeting and Heather provided an update on OLE development, the deadline for the 4.0 Jiras that the team identifies, and how the F2F meeting will also provide input for the vision of the 4.0 roadmap.

○ The team thanked Marty Berryman for all her work on S&A and wished her a great retirement. Michelle Crump will be leaving the project and we thanked her for her work as a testing coordinator. Lynda Clendenning will be the new S&A testing coordinator.

GOKb (Lead: Kristen Wilson)

○ GOKb steering committee met in London on July 23-24 to determine priorities and roadmap for the remaining Mellon period. We will ask Mellon for a no-cost extension through February to provide extra time to complete development.

○ We will begin working with OLE to plan for the future of the GOKb project once Mellon funding ends.

○ The development team is testing release 5.0

○ GOKb editor Jennifer Solomon is pursuing new partner opportunities with EBSCO, California Digital Library, Philadelphia University, and others.

Implementation Team (Lead: Heather Beery)

○ Chicago, Lehigh, and SOAS have all completed their fiscal year rollovers. As each institution completed the process there were of course lessons learned. These elicited refinements to the system as well as peer support to other institutions thereby making each rollover go more smoothly.

○ Currently Chicago, Lehigh, and SOAS are all running 1.6.1 with plans for moving to 1.6.2 in the fall.

○ The group is working to capture tips and tricks for installation as they learn about stability issues and how to resolve them.

Consortia Team (Lead: Matt Sargent)

○ We continue to refine and ask for any input on the consortia vision document .

Cross Module Team (Lead: Heather Beery)

○ The team is currently reviewing roadmap priorities for 4.0 and finalizing specifications for 3.0. SME teams are also thinking about their vision for the future of OLE in preparation for the upcoming FC/TC F2F in Chicago.

 

Coding Update

1.6.2 efforts continued during the month. This release focuses on critical and blocking bugs found by implementers as well as a transition from KRMS circulation rules to Drools. These changes can be reviewed in the TST environment: http://tst.ole.kuali.org/portal.do.

1.6.2 Sprint 13                              1.6.2 Sprint 14

-Select and Acquire

● Issues continued to be corrected as found for the FYRO process and POBA (purchase order batch amendment) documents.

● Created a query to remove null POs from the system and corrected OLE so that they do not get created.

-Deliver

● Continued to correct issues with notices and requests.

-System Integration

● SOAP createPatron was confusing patron data. This has been corrected.

● The patron loading poller was reporting successful imports as errors. This has beencorrected.

 

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

2.0 Sprint 13                                 2.0 Sprint 14

-Select and Acquire

● Updated Invoice batch processing to give an error if there are multiple matches on the vendor line item.

● Continued to work on E-Resources– workflows.

● Corrected several errors on the Invoice document and the Serial Receiving Record’s workflow for deleted records.

-Describe and Manage

● Batch process jobs were appearing in people’s action lists. This has been stopped.

● Removed the permission DESC_WORKBENCH_SEARCH, now any OLE user can search records.

-Deliver

● Added new circulation rules to renew lost items.

● Modified the display of the Deliver Item Search’s Item Record to be consistent with the Search Workbench’s Item Record and changed the search results place request button to appear only when an item is available for holds.

● Added alerts for staff for when a patron has an item on hold at their pickup location.

● Removed the placeholder “x” in the Fast Add screen’s Call Number field.

-System Integration

● Corrected validation errors in the REST API’s GET command.

 

Kuali OLE in the news:

Marshall Breeding: “ A Look at Tech: Patron-Engaging Products in the Exhibit Hall ” American Libraries July 23, 2015

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 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 – 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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