Come to the Fiesta! Join the OLE Project Tim McGeary Doreen Herold Lehigh University
Come to the Fiesta! Join the OLE Project <ul><li>Brief review of the ILS environment </li></ul><ul><li>What is the OLE Pro...
Brief review of the ILS environment •  ILS does not fit modern scholarly process •  Workflows adapted to manage collection...
Brief review of the ILS environment By Marshall Breeding, Library Technology Guides  http://www.librarytechnology.org/  Us...
What is the OLE Project? With support from The Andrew W. Mellon Foundation, the  Open Library Environment (OLE) Project  w...
There already is an open source library system… <ul><li>Koha </li></ul><ul><li>Evergreen </li></ul><ul><li>NewGenLib </li>...
Current Work Business Process Modeling External Project Connections
External Project Connections <ul><li>The OLE Project is based on notions of community-source development and  SOA design p...
External Project Connections We wish to identify other projects/applications for which we plan to make specific community ...
External Project Connections <ul><li>End-User Discovery Interfaces  </li></ul><ul><li>that ideally interoperate via DLF IL...
External Project Connections <ul><li>Open Source ILS Projects  </li></ul><ul><li>Evergreen  </li></ul><ul><li>Koha  </li><...
External Project Connections <ul><li>Web Scholarly Research Tools </li></ul><ul><li>Zotero  </li></ul><ul><li>Visual Under...
Business Process Modeling <ul><li>Training in November 2008 </li></ul><ul><li>Talking with other open source projects abou...
Business Process Modeling <ul><li>Project Bamboo </li></ul><ul><li>Bamboo is an multi-institutional, interdisciplinary, an...
Business Process Modeling <ul><li>CollectionSpace </li></ul><ul><li>  CollectionSpace is a collaborative effort to bring m...
Business Process Modeling <ul><li>CollectionSpace  ( continued) </li></ul><ul><ul><li>As people began to talk about what t...
Business Process Modeling <ul><li>Kuali Financial Systems </li></ul><ul><li>The Kuali Financial System (KFS) project is wo...
What is the status of the Project? <ul><li>Scope document draft – September 2008 </li></ul><ul><li>Webcast – October 2008 ...
How can I join? <ul><li>Subscribe via RSS or email to be notified when new materials or new events are announced. </li></u...
How can I join? Attend a regional design workshop <ul><li>Pittsburgh, PA  (University of Pittsburgh) </li></ul><ul><li>NJ/...
Thank you! Questions and conversation
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Come to the Fiesta! Join the OLE Project

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Led by Duke University, the OLE Project intends to build a design document for an open source library management system which will be based on the software design philosophy of service oriented architecture (SOA). SOA is becoming a dominant trend in technology as early adopters have shown that it provides the benefit of an agile system, one that is flexible in response to information demands. Lehigh’s Doreen Herold and Tim McGeary will present the status of the OLE Project, its process, its goals, and how other PALINET members can participate.

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  • Workshops to facilitate input from library community Bring information to session on SOA in January 2009
  • Come to the Fiesta! Join the OLE Project

    1. 1. Come to the Fiesta! Join the OLE Project Tim McGeary Doreen Herold Lehigh University
    2. 2. Come to the Fiesta! Join the OLE Project <ul><li>Brief review of the ILS environment </li></ul><ul><li>What is the OLE Project? </li></ul><ul><li>What is the status of the Project? </li></ul><ul><li>How can I join? </li></ul>
    3. 3. Brief review of the ILS environment • ILS does not fit modern scholarly process • Workflows adapted to manage collections are based on outdated assumptions • Dissatisfaction among libraries with proprietary ILS • Our collections are changing more rapidly than our systems Data Mass digitization • Early efforts in the OS model have a different primary constituency
    4. 4. Brief review of the ILS environment By Marshall Breeding, Library Technology Guides http://www.librarytechnology.org/ Used with permission
    5. 5. What is the OLE Project? With support from The Andrew W. Mellon Foundation, the Open Library Environment (OLE) Project will convene the academic library community in the design of an Open Library Management System built on Service Oriented Architecture . The project leaders are a multi-national group of libraries dedicated to thinking beyond the current model of an Integrated Library System and to designing a new system that is flexible, customizable and able to meet the changing and complex needs of modern, dynamic academic libraries. The end product will be a design document to inform open source library system development efforts, to guide future library system implementations, and to influence current Integrated Library System vendor products. from http://oleproject.org/
    6. 6. There already is an open source library system… <ul><li>Koha </li></ul><ul><li>Evergreen </li></ul><ul><li>NewGenLib </li></ul><ul><li>MicroLCS </li></ul><ul><li>Emilda </li></ul><ul><li>GNUTeca </li></ul><ul><li>OpenBiblio </li></ul><ul><li>PhpMyLibrary </li></ul><ul><li>PMB </li></ul><ul><li>And more… </li></ul><ul><li>Current open source projects do address aspects of the ILS limitations </li></ul><ul><li>Great place to start </li></ul><ul><li>We think there is more work to be done in rethinking completely the library management systems needed by academic libraries </li></ul><ul><li>We expect the projects now in progress will inform our work </li></ul><ul><li>When a software development project follows, we hope the best pieces can be used (SOA) </li></ul>
    7. 7. Current Work Business Process Modeling External Project Connections
    8. 8. External Project Connections <ul><li>The OLE Project is based on notions of community-source development and SOA design principles.  These principles convey support for open systems that exchange data using open standards and support many-2-many interoperability with related enterprise systems. </li></ul>
    9. 9. External Project Connections We wish to identify other projects/applications for which we plan to make specific community connections and/or to differentiate the OLE Project from other projects. While many of the projects/applications listed next are of interest to the OLE Project, this is not an exhaustive list of related projects/applications; these applications and projects are listed as examples.
    10. 10. External Project Connections <ul><li>End-User Discovery Interfaces </li></ul><ul><li>that ideally interoperate via DLF ILS Discovery Interfaces principles.  (not all of these may yet have a plan for interoperability with the DLF DI APIs) </li></ul><ul><li>          o BlackLight           o eXtensible Catalog (XC)           o Endeca           o VuFind           o Omeka </li></ul><ul><li>Kuali Foundation </li></ul><ul><li>          o Kuali Financial </li></ul><ul><li>          o Kuali Student </li></ul><ul><li>          o Kuali Coeus (aka Kuali Research Administration) </li></ul><ul><li>          o Other Kuali apps </li></ul>Leaning Management Systems           o Moodle           o SAKAI
    11. 11. External Project Connections <ul><li>Open Source ILS Projects </li></ul><ul><li>Evergreen </li></ul><ul><li>Koha </li></ul><ul><li>NewGenLib </li></ul><ul><li>Repositories </li></ul><ul><li>D-Space </li></ul><ul><li>EPrints -- to engage folks in Europe </li></ul><ul><li>Fedora Project </li></ul><ul><li>SOA Principles & Governance </li></ul><ul><li>e-Framework </li></ul><ul><li>Galaxy </li></ul><ul><li>Other Higher Education and/or Cultural Institution Interfaces </li></ul><ul><li>Collection Space </li></ul><ul><li>OpenCast </li></ul><ul><li>Project Bamboo </li></ul><ul><li>SEASR </li></ul>
    12. 12. External Project Connections <ul><li>Web Scholarly Research Tools </li></ul><ul><li>Zotero </li></ul><ul><li>Visual Understanding Environment (VUE) </li></ul><ul><li>Enterprise SOA Middleware Projects </li></ul><ul><li>Kuali Rice </li></ul><ul><li>Fluid </li></ul><ul><li>JBOSS </li></ul><ul><li>Mule </li></ul><ul><li>Shibboleth </li></ul><ul><li>Grouper </li></ul><ul><li>Rules Engines </li></ul>
    13. 13. Business Process Modeling <ul><li>Training in November 2008 </li></ul><ul><li>Talking with other open source projects about how they’ve proceeded with BPM </li></ul>
    14. 14. Business Process Modeling <ul><li>Project Bamboo </li></ul><ul><li>Bamboo is an multi-institutional, interdisciplinary, and inter-organizational effort to bring together researchers in arts and humanities, computer and information scientists, librarians, and campus information technologists to collectively tackle the question: How can we enhance arts and humanities research through the development of shared technology services? From their project proposal: http://projectbamboo.uchicago.edu/files/docs/bamboo_proposal.pdf </li></ul><ul><ul><li>Participants didn't want to create an 'us' and 'them' situation, so Bamboo included all participants in all parts of the workshops.  Participants emphasized that the project needed to have all members at the table and all must be encouraged to say how the work they do relates to arts and humanities.  Various participants came to understand that there's a whole set of terms that they didn't realize related to each other and that they all had a vested interest in the space. </li></ul></ul><ul><ul><li>Participants were asked to group the things they had discussed into common practices and uncommon practices.  The goal was to find out what everyone has in common, what things are uncommon, and what are the differences between these things.  What things does everyone know about and what things should be on the big roadmap?  </li></ul></ul>
    15. 15. Business Process Modeling <ul><li>CollectionSpace </li></ul><ul><li> CollectionSpace is a collaborative effort to bring multiple institutions together with the common goal of providing a platform for a collections management system that a) delivers the core collections management functions needed by a variety of institutions, b) is an enabler for the emerging and dynamic set of new technology challenges and opportunities facing the cultural heritage community, and c) is an effective and affordable alternative to vendor offerings…the partners will deliver a collections management system and collection information system platform that can be used by institutions of all sizes and collection types. The architecture of the system will be flexible, agile, and service-enabling. From their wiki: http://wiki.collectionspace.org/ </li></ul><ul><ul><li>They recommend that as we talk about BPM, we need to discuss not what the steps are that we would follow in a system, but what are the abstract tasks we need to follow. </li></ul></ul>
    16. 16. Business Process Modeling <ul><li>CollectionSpace ( continued) </li></ul><ul><ul><li>As people began to talk about what they did, they discussed how the processes intersected.  This was sometimes surprising to participants as they didn't realize that some of their processes intersected until they began talking about them in an abstract way. </li></ul></ul><ul><ul><li>They also not only asked how people were doing particular tasks, but also how they would like to do these tasks. </li></ul></ul><ul><ul><li>Their approach was to start with a very shallow and broad look at the total space of what a system might need to do. </li></ul></ul><ul><ul><li>They tried to balance between the known world and allowing room and freedom for people to say 'why couldn't we do something like this'.  As they were going through more mundane things, people got excited and more visionary ideas emerged. </li></ul></ul><ul><ul><li>Their focus was on the user, not on what are the steps you need to do in the system.  What do you want to do?  How should this work? </li></ul></ul><ul><ul><li>They've done some work on roles of people who might interact with the system.  What does a registrar need to do with this system?  They suggested we begin thinking about roles. </li></ul></ul>
    17. 17. Business Process Modeling <ul><li>Kuali Financial Systems </li></ul><ul><li>The Kuali Financial System (KFS) project is working to create a comprehensive suite of financial software that meets the needs of all Carnegie Class institutions. Its partner institutions are colleges, universities, and interested organizations that share a common vision of open, modular, and distributed systems for their software requirements. The goal of KFS is to bring the proven functionality of legacy applications to the ease and universality of online services. From their website: http://www.kuali.org/communities/kfs/ </li></ul><ul><ul><li>Looking at our processes in the abstract shows that we have similar concepts, that what we do is not that different from each other. </li></ul></ul><ul><ul><li>Our differences shouldn’t be minimized but acknowledged. Yet, despite the differences in what we do, fundamentally, we have similar processes. </li></ul></ul><ul><ul><li>Consider how we might process purchase orders differently—we shouldn’t be shoehorned into the same workflow. A new system should accommodate any nuance. </li></ul></ul>
    18. 18. What is the status of the Project? <ul><li>Scope document draft – September 2008 </li></ul><ul><li>Webcast – October 2008 </li></ul><ul><li>Business process modeling training – November 2008 </li></ul><ul><li>Webcast – November 20, 2008 </li></ul><ul><li>Regional design workshops – November 2008 to January 2009 </li></ul><ul><li>SOA training – January 2009 </li></ul>
    19. 19. How can I join? <ul><li>Subscribe via RSS or email to be notified when new materials or new events are announced. </li></ul><ul><li>Provide feedback on the pages and documents in this website by Posting a Comment at the end of pages. </li></ul><ul><li>Discuss project ideas with others through the project’s open listserv ole@duke.edu. To subscribe, send a message to sympa@duke.edu with either the subject or body: SUBSCRIBE OLE. </li></ul><ul><li>Attend a presentation about the project. Upcoming events are posted on the website calendar. Presentation materials from events are available in the Documents section of the Post Categories. </li></ul><ul><li>Look for invitations to participate in project meetings and webcasts via announcements on both the website and listserv. </li></ul>
    20. 20. How can I join? Attend a regional design workshop <ul><li>Pittsburgh, PA (University of Pittsburgh) </li></ul><ul><li>NJ/NY metropolitan area </li></ul><ul><li>Durham, NC (Duke University) </li></ul><ul><li>Chicago, IL </li></ul><ul><li>Lawrence, KS (University of Kansas) </li></ul>- OTHER POSSIBLE SITES - Harrisburg, PA - Philadelphia, PA - Baltimore, MD And others around the county, Canada & Australia
    21. 21. Thank you! Questions and conversation

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