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- Getting to know OLE (finalized 4/14/2015)
- Analyze institutional data required to populate OLE. (See list of Chicago and Lehigh data)
- Define and procure required hardware.
- Create local instance of OLE (need technical review)
- See Developer Installation Guide for system requirements.
- See KOLE 1.5.x Installation Guide
- See Impex, Bootstrap, Demo and Local Data
- See Upgrades
- Loading Local Legacy Data
- Load Bib, Holdings, and Item data (functionally ok, need technical review)
- See the DocStore Technical Spec
- See the DocStore REST API configuration spreadsheet
- People and Staff Setup
- Creating KIM Persons. (finalized 6/2/2015)
- Roles and Permissions: Determine and assign permissions to staff. (finalized 6/2/2015)
- Integrate with external authentication services (Needs technical review)
- Patron and Circulation Data
- Patron and Circ History Data. (finalized 5/12/2015)
- Also see OLE API Inventory
- Circulation policies (Karen/Bob in progress as they implement)
- Scheduled Jobs (To be reviewed - Cheryl, Karen, and Tech review)
- Input and Test Deliver parameters.
- Patron and Circ History Data. (finalized 5/12/2015)
- Select & Acquire Data
- Prepare Chart of Accounts (In progress Bob as Penn implements)
See Implementation Workbooks- Budget Construction and Maintenance (Needs to be reviewed)
- Populate vendor file (finalized 5/5/2015)
- Loading open orders (finalized 5/12/2015)
- Load serials holdings and receiving data (finalized 6/23/2015)
- Prepare Chart of Accounts (In progress Bob as Penn implements)
- Interfaces and Integrations
- Select and Implement Discovery Layer (finalized 5/12/2015)
- OLE Reporting Framework (Needs functional and technical completion)
- z39.50
- Load Bib, Holdings, and Item data (functionally ok, need technical review)
- Ongoing Implementation Support