Kuali OLE Overview John Little ILS Support Section Head [email_address] Slides by Robert McDonald * rhmcdona@indiana.edu

Agenda Open Library Environment Overview Paths for NextGen ILS Overview of Proposed Kuali OLE Build Plan Timeline Partners Mellon Funding Governance Questions

Open Library Environment Overview

Paths for NextGen ILS

Overview of Proposed Kuali OLE Build Plan

Timeline

Partners

Mellon Funding

Governance

Questions

Open Library Environment (OLE) What is the OLE Project? Community source alternative to current ILS International participation from 15 libraries and consortia Planning phase: September ‘08 – July ‘09

What is the OLE Project?

Community source alternative to current ILS

International participation from 15 libraries and consortia

Planning phase: September ‘08 – July ‘09

Why OLE Now? Current ILS products are inadequate Growing need for library systems to interact with other enterprise systems Vendor consolidation constrains choices Libraries need to control their own destinies

Current ILS products are inadequate

Growing need for library systems to interact with other enterprise systems

Vendor consolidation constrains choices

Libraries need to control their own destinies

OLE Principles Flexibility Community Ownership Service Oriented Architecture Enterprise-Level Integration Efficiency Sustainability

Flexibility

Community Ownership

Service Oriented Architecture

Enterprise-Level Integration

Efficiency

Sustainability

OLE Regional Design Workshops Regional Design Workshops Did you or your staff attend a workshop? 350+ people from 95 institutions! Who attended?

Regional Design Workshops

Did you or your staff attend a workshop?

350+ people from 95 institutions!

Who attended?

OLE Final Report and Prospectus OLE Final Report http://oleproject.org/final-ole-project-report/ Prospectus for Interested Build Partners

OLE Final Report

http://oleproject.org/final-ole-project-report/

Prospectus for Interested Build Partners

Legacy ILS Legacy ILS Functionality Circulation Acquisitions Cataloging Serials Staff Interface s: Public User Interface: Data Stores: Functional modules: Vendor Based ePurchasing Vendor Based Metadata Enhancement

Legacy ILS + Legacy ILS Functionality + eContent Module + Advanced Discovery Interface Federated Search/ Advanced Discovery OpenURL Linking Electronic Resource Mgmt. System Unified Workflow Interface for Staff Learning Mgmt./Campus Portal Feeds Proxy/VPN for eContent Access

NextGen ILS Raw MARC data exports and reformats MARC from ILS Flat text files Parse text files Indices Web 2.0 Engine User Interface HTTP HTTP NextGen Search System/Faceted Search

Kuali OLE Build Plan Mellon Foundation Matching Funding Two Year Timeline Year 1 Deliverables (Will Focus on one of these) A fully functioning core of services and framework – the OLE Core & Components Management of Electronic Resources Services Leased eContent Owned eContent Peer Resource Sharing Services Sharing content – peer to peer Sharing workflow – consortial Acquisitions Services Will be the same as MER Will add EDI/Direct MER

Mellon Foundation Matching Funding

Two Year Timeline

Year 1 Deliverables (Will Focus on one of these)

A fully functioning core of services and framework – the OLE Core & Components

Management of Electronic Resources Services

Leased eContent

Owned eContent

Peer Resource Sharing Services

Sharing content – peer to peer

Sharing workflow – consortial

Acquisitions Services

Will be the same as MER

Will add EDI/Direct MER

Kuali OLE Build Plan Two Year Timeline Year 2 Deliverables Integrations EDI/Local ERP Discovery Interface (broker for multi-discovery use) Data Migration Services Registries and Utilities Orchestrations define workflows to match relevant, local resource set determine optimum dataflows including effort distribution and sharing Functional Scope meet the business needs of a research or academic library allow current ILS to be turned off

Two Year Timeline

Year 2 Deliverables

Integrations

EDI/Local ERP

Discovery Interface (broker for multi-discovery use)

Data Migration Services

Registries and Utilities

Orchestrations

define workflows to match relevant, local resource set

determine optimum dataflows including effort distribution and sharing

Functional Scope

meet the business needs of a research or academic library

allow current ILS to be turned off

Build Plan Recommendations Governance – Kuali Foundation Service Oriented Architecture Framework/Java Use Existing Middleware – Kuali Rice Use Existing Discovery Interfaces VueFind Blacklight WorldCat Local Offshore Coding – Kuali Coeus and Sophie

Governance – Kuali Foundation

Service Oriented Architecture Framework/Java

Use Existing Middleware – Kuali Rice

Use Existing Discovery Interfaces

VueFind

Blacklight

WorldCat Local

Offshore Coding – Kuali Coeus and Sophie

Open Discovery for Many Discovery Systems Blacklight Example at UVa

Kuali OLE Build Partnership Indiana University (Lead School Kuali OLE) Florida Consortium (FC) (University of Florida Lead) Lehigh University Triangle Research Libraries Network Duke University North Carolina State University University of Chicago University of Maryland University of Michigan University of Pennsylvania

Indiana University (Lead School Kuali OLE)

Florida Consortium (FC) (University of Florida Lead)

Lehigh University

Triangle Research Libraries Network

Duke University

North Carolina State University

University of Chicago

University of Maryland

University of Michigan

University of Pennsylvania

Florida Consortium University of Florida (Lead School Florida Consortium) Florida State University Florida Center for Library Automation New College University of Central Florida University of South Florida Florida International University Rollins College University of Miami

University of Florida (Lead School Florida Consortium)

Florida State University

Florida Center for Library Automation

New College

University of Central Florida

University of South Florida

Florida International University

Rollins College

University of Miami

Kuali OLE Collaborations Kuali Foundation – representation on foundation and rice boards and technical groups. Fluid Project – Fluid will be a joint partner in the interface design for the end-user of Kuali OLE. CollectionSpace – CollectionSpace will share knowledge about each other’s project as well as representatives to technical and functional councils. NISO ERMI Working Group – Kuali OLE will have a representative to this group. Astea Solutions – Consultants on software coding development.

Kuali Foundation – representation on foundation and rice boards and technical groups.

Fluid Project – Fluid will be a joint partner in the interface design for the end-user of Kuali OLE.

CollectionSpace – CollectionSpace will share knowledge about each other’s project as well as representatives to technical and functional councils.

NISO ERMI Working Group – Kuali OLE will have a representative to this group.

Astea Solutions – Consultants on software coding development.

Kuali OLE Governance Kuali OLE Board Functional Council Technical Council Project Manager Kuali Foundation Kuali Rice

Academic Enterprise

Library ERP KNS/KSB KNS/KSB Acq P2P ER HR FIN PCH Library as Academic Enterprise Partner

Questions and Discussion Kuali Open Library Environment (OLE)

Kuali Open Library Environment (OLE)