KUALI OLE UPDATE
Kuali Days UK
Oct 2013
Robert H McDonald – Indiana University
Michael Winkler – University of Pennsylvani...
AGENDA
 Overview
 Features
 Timelines
 Discussion
THE OLE PROJECT – 2008-2009
 Mellon funded
 Lead by Duke University
 Wide participation
 Investigation of community-so...
KUALI OLE PARTNERSHIP – 2009
KUALI OLE BUILD 2010 – 2013


Project Design








Hire Core Team
Hire HTC
Design Architecture
Project Organizati...
DRIVERS FOR KUALI OLE
 Expectations of users
 Functional priorities
 Flexible workflows
 New directions for staff
 Ri...
KUALI OLE COMMERCIAL
AFFILIATES
VISION FOR KUALI OLE
 Community-sourced
 Direct participation

 Clarity in investment

 Community owned
 Risk mitigat...
KUALI OLE SERVICE
ARCHITECTURE
DataStores
Database Indexing
Server
Server

DocStore

Servers
I/O
Server

Service Interface...
A WORD ABOUT KUALI OLE
 More a platform than a system
 Flexible workflows, editors, policies
 Multiple deployment appro...
KUALI OLE TIMELINE
 Kuali OLE 1.0 in final packaging – Official release Kuali Days on

20 Nov
 Complete 1.5 specificatio...
KUALI OLE RELEASE & EVENTS
 Kuali OLE Release 1.0
 Kuali Days – San Diego 19th Nov – 21st Nov
 BLMS Report on Progress
...
FOR MORE ON KUALI OLE
Visit our website
See our test drive
Follow our Twitter
Read our blog at
Watch our code
Contact us

...
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Michael Winkler and Robert McDonald - Kuali OLE Overview

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Presented by Michael Winkler, Director for Information Technologies & Digital Development at University of Pennsylvania, and Robert H. McDonald, Associate Dean for Library Technologies, Indiana University, at the Kuali Days UK conference, 30 October 2013.

Published in: Education, Business, Technology
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Michael Winkler and Robert McDonald - Kuali OLE Overview

  1. 1. KUALI OLE UPDATE Kuali Days UK Oct 2013 Robert H McDonald – Indiana University Michael Winkler – University of Pennsylvania
  2. 2. AGENDA  Overview  Features  Timelines  Discussion
  3. 3. THE OLE PROJECT – 2008-2009  Mellon funded  Lead by Duke University  Wide participation  Investigation of community-sourced software as a solution  Outcome…
  4. 4. KUALI OLE PARTNERSHIP – 2009
  5. 5. KUALI OLE BUILD 2010 – 2013  Project Design       Hire Core Team Hire HTC Design Architecture Project Organization Specs – Code – Test Releases       0.2 – Apr 2011 0.3 – Oct 2011 0.6 – May 2012 0.8 – Jun 2013 1.0 – Nov 2013 1.5 – 1st Qtr 2014 Vison Planning Roadmap Specs Code
  6. 6. DRIVERS FOR KUALI OLE  Expectations of users  Functional priorities  Flexible workflows  New directions for staff  Risk management  Enterprise engagement  Changes in metadata  Changes in supply chain  Changes in scholarly record  Break from print-based workflows Re-examine library business operations
  7. 7. KUALI OLE COMMERCIAL AFFILIATES
  8. 8. VISION FOR KUALI OLE  Community-sourced  Direct participation  Clarity in investment  Community owned  Risk mitigation  Company of friends  Services platform  Flexible, discreet, extensible  Next-gen technology  Enterprise integration  Vendor-friendly ecosystem
  9. 9. KUALI OLE SERVICE ARCHITECTURE DataStores Database Indexing Server Server DocStore Servers I/O Server Service Interfaces Security Server App Servers OLE-FS Service Registry OLE-LS Coordination & Messaging Entitlements Purchasing Payment Supply Chain GOKb / KB+ Bibliographic Utilities Financial Enterprise Services Identity Management Learning Management Discovery Shared Services MetriDoc High Density Storage 3rd Party Apps Partners APIs Resource Sharing
  10. 10. A WORD ABOUT KUALI OLE  More a platform than a system  Flexible workflows, editors, policies  Multiple deployment approaches  Community-sourced  Driven by the needs of partners  Sustainability in our partnership  Enterprise level software  Intentional integration & interoperation  Part of an ecosystem  Code base  Still in development  Diversity of needs driven by our partnership
  11. 11. KUALI OLE TIMELINE  Kuali OLE 1.0 in final packaging – Official release Kuali Days on 20 Nov  Complete 1.5 specifications, coding completing 1st quarter 2014  Proposal for funding from the Andrew W Mellon Foundation to support 2.0 release – due 4th quarter 2014  Scoping for 2.0 release to occur  Implementations 2015: at Kuali Days in 3 weeks  Implementations 2014:  Duke University  University of Chicago  Indiana University  Lehigh University  North Carolina State University  Bloomsbury Colleges  University of Maryland  University of Pennsylvania  Villanova University
  12. 12. KUALI OLE RELEASE & EVENTS  Kuali OLE Release 1.0  Kuali Days – San Diego 19th Nov – 21st Nov  BLMS Report on Progress  First KCA Presentation for Kuali OLE
  13. 13. FOR MORE ON KUALI OLE Visit our website See our test drive Follow our Twitter Read our blog at Watch our code Contact us : : : : : : : http://ole.kuali.org http://kuali.org/test-drives @kualiole http://kualiole.tumblr.com https://www.ohloh.net/p/kole rhmcdona@indiana.edu winkler4@upenn.edu
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