OLE Implementation Guide

Owned by Nora Roggeveen-Sams (Unlicensed)
Last updated: Feb 11, 2016 by SK
2 min read

Setting up a local instance of OLE

These are several components of OLE that have been identified as necessary for setting up a local instance.  This is a work in progress that everyone would benefit from its growth.  We hope to capture best practices, procedures, use cases.  As your institutions works through each component, please share your experiences with the community.

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

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