Kuali OLE: A Look at our Software Deliverables Roadmap One Year On

DLF Fall Forum Oct 31, 2011 Baltimore, MD open source administration software for education

Kuali OLE: A Look at our Software Deliverables Roadmap One Year On Kristin Antelman | NC State University Robert H. McDonald | Indiana University Michael Winkler | University of Pennsylvaniahttp://go.iu.edu/495 DLF Fall Forum 2011 open source administration software for education

Outline• Introducing Kuali Open Library Environment• Overview of the Current Roadmap• Key Components of System Architecture• New Collaboration: GoKB Project• Opportunities for Engagement DLF Fall Forum 2011 open source administration software for education

Social Media & Feedback • Follow us @kualiole on twitter • Tweet about our session – #dlfforum – #kualiole • Web: http://ole.kuali.org • Blog: http://kualiole.tumblr.com/ DLF Fall Forum 2011 open source administration software for education

Introducing Kuali FoundationMISSION:• To deliver Open Source Systems –For higher ed, By higher ed • No licensing fees • Non-proprietary code • Collaboration among like-minded institutions DLF Fall Forum 2011 open source administration software for education

Kuali Foundation Software Applications Kuali Financial System Kuali Coeus for Research Administration Kuali Student Kuali Open Library Environment Kuali People Management for Enterprise Kuali Mobility Kuali Ready DLF Fall Forum 2011 open source administration software for education

Goals for Kuali Open Library Environment(OLE) • Community-source library management system • Next-gen technology environment • Re-examine library business operations • Break away from print-based workflows • Reflect the changing nature of library materials and new approaches to scholarly work • Integrate with enterprise-level systems DLF Fall Forum 2011 open source administration software for education

Kuali OLE Partners DLF Fall Forum 2011 open source administration software for education

DLF Fall Forum 2011 open source administration software for education

OLE Year 1 Deliverables (7/2010-6/2011) • Hire and Engage Kuali OLE Core Team – 7 member team based at Indiana University • Develop and Engage Software Development Contract – HTC Global Services-Detroit, MI • Started with 4 staff – now 16+ - will move toward 22 in next quarter • Form Specification Writing Teams – Formed Teams w/leads based in Kuali OLE Functional Council • Deliver • Select and Acquire • Describe-Manage • Workflows • Data Model • User Stories • Communications DLF Fall Forum 2011 open source administration software for education

OLE Year 1 Deliverables (7/2010-6/2011) • Set Kuali OLE Agile Framework and Timelines – Develop User Story Process • Develop Year 1 Prototype Kuali OLE 0.2 – Demo at CNI Spring 2011 Member Meeting • http://www.kuali.org/ole/demo/spring11/cni • Set Agenda for Year 2 Software Release – Kuali OLE 0.3 (November 2011) at Kuali Days 2011 • November 14-16, 2011 Indianapolis, IN • http://www.kuali.org/kd2011/ • Form Sustainable Community for Long-Term Kuali OLE Development • Develop Kuali OLE User Group Annual Conference DLF Fall Forum 2011 open source administration software for education

Current OLE RoadMap Technologies • Standards orientationPervasive • Themes Service layer architecture • Kuali® Technologies Business Process • Reduced vendor lock-in • Flexible library workflows • Enterprise integrations Features Features (cont) • Select & Acquire • Describe o Kuali® Financial System Core • Apache Jackrabbit™ DocumentVersion 0.3 Release o Extensive library business repository for metadata November 2011 process analysis o Kuali® Rice for workflow • Support multiple descriptive metadata  Supply chain automation formats  Vendor firm order ingest • Define document types –  Manual invoice entry bibliographic, localization, enhancement o Enhanced Pre-order Selection • 5 million bibliographic, 5 million item o Purchase discrete item documents loaded  Requisition • Searching  Purchase Order • Faceted search for descriptive metadata  Encumber funds  Receive item • Transactional metadata search with linked descriptive metadata DLF Fall Forum 2011 open source administration software for education

Key Components of System Architecture • Service Layer Architecture – to provide isolation of concerns and flexibilites • Kuali Technologies – to provide ready-built technologies for development, messaging, coordination, & financials • Standard interfaces (when it makes sense) – to provide open & predictable pathways in & out • Multiple data stores – to provide purpose-built data repositories that best model interactions & provide some future-proofing DLF Fall Forum 2011 open source administration software for education

Service Layer Architecture Amazon EC Cloud Vendors Utilities Users Interfaces External IdM Data EDIFact ONIX-PL Standard NCIP ILS-DI Interchange s Workflows Business Logic & Service Bus: AuthN/AuthZ, Queues, Alerts, & Messaging Service Registry Architectur Storage Transaction Descriptive Relationshi e al Data Data p Data DLF Fall Forum 2011 open source administration software for education

Kuali Technologies • Kuali Rice – Workflow – Service Registry – Identity Management Interface – Messaging & Alerts – Development Environment • Kuali Financial System – Financial Services for select & acquire – Provide Requisition, Order, Receipt, & Payment – Audit, Realtime Views, Reporting DLF Fall Forum 2011 open source administration software for education

Standards • Supply Chain Interactions – Member of EDItEUR – Edifact Quote & Edifact Invoice – ONIX for Books, for Serials, Licenses • Bibliographic Description – MARCXML – Dublin Core – VRA-Core – EAD • Item/Holdings – Standard is weak and inflexible – Collapsed XML Structure – Leverage Doc Store linking technologies Some rights reserved by • External Interfaces Sappymoosetree – ILS-DI recommendations – NCIP – Harvesting protocols • Overall Plugin Architecture DLF Fall Forum 2011 open source administration software for education

Data Stores Descriptive Data Semantic Relationships Relational DataSc a l a (MARCXML, EAD, VRA, ERMI, etc) (Collections, tagging, FRBR) (Fund, status, administrative) Pr o c e sb i l i t Semantic s i n g Document Document Relationaly Index Repository Repositor y Repository Fl e x i bRe l i a i l i t yb i l i t Document Op e r a t iy Broker Semantic Broker SQL BrokerPl a s t o n a li c i t y Ef f i c i e n c y Messaging & Queues (Kuali Enterprise Service Bus) Key Kuali Enterprise Kuali Identity Kuali Enterprise Kuali Financial Services Data Store Notification Mgmt (KIM) Workflow (KEW) System (KFS) Repository (KEN) Kuali OLE Kuali Rice Metrics 3rd Party 3rd Parties Interfaces DLF Fall Forum 2011 open source administration software for education

Roadmap for Year 2 and Beyond DLF Fall Forum 2011 open source administration software for education

E-resource management: a complicatedlandscape • Libraries outsourced management of e- resource entitlements for discovery • ILSs can’t manage complexities of e- resource products • ERM product space developed after ERMI in 2004 but has stalled DLF Fall Forum 2011 open source administration software for education

Multiple Knowledge Bases ERM KB • ILS KB Discovery KB Description Acquisitions o Description Licenses URL o Location Entitlements Coverage o Acquisitions Description Platform o Circulation Platform Package Package Usage DLF Fall Forum 2011 open source administration software for education

Knowledge Base inefficiencies • Using discovery-based KBs for management not successful – Data uncontrolled, incomplete, absent relationships, lack of match points to ILS • KB data management model inefficient – Redundant maintenance of “global” data – Slow update cycles DLF Fall Forum 2011 open source administration software for education

Synergies between OLE and JISC projects • JISC shared services portfolio – Funding for Shared ERM – Shared services ERM • KB data management model inefficient – Redundant maintenance of “global” data – Slow update cycles DLF Fall Forum 2011 open source administration software for education

Global Open KnowledgeBase (GOKb) DLF Fall Forum 2011 open source administration software for education

Global Open KnowledgeBase (GOKb) • Build a Knowledge Base of global data about the managed e-resource collection • APIs to interact with data- emphasis on ingest and maintenance mechanisms • Linked data • Shareable, open data license (Creative Commons 0) DLF Fall Forum 2011 open source administration software for education

Commercial KBs vs. GOKb • e-journals we license, pay for and assess • databases • e-book packages • serial titles in aggregator databases • 300K vs 20K • Q: is there value in managing the 20K at title level • ability to focus on enhancing traditional KB data DLF Fall Forum 2011 open source administration software for education

GOKb Timeline • Now through Feb 2012: data model collaboration, OLE and JISC • April 2012 – March 2013 – Build and deploy GOKb – Test data maintenance and integrations with OLE and JISC project partners – Plan for extension, sustainability, expansion of community DLF Fall Forum 2011 open source administration software for education

Joining the Kuali OLE Partnership • Developing toolkit for others – Making a Case for Community Source Library Systems • Announce Models for Joining Kuali OLE – Kuali Days 2011 – Multiple Tiers • Partner • Contributor • Models for Implementation – Consortial – Cloud • Models of disaggregated discovery layers abound both in the open source and SaaS communities DLF Fall Forum 2011 open source administration software for education

THANK YOU For more on Kuali OLE go to: http://ole.kuali.org Follow us on Twitter @kualiole Blog: http://kualiole.tumblr.comhttp://go.iu.edu/494 DLF Fall Forum 2011 open source administration software for education

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Kuali OLE: A Look at our Software Deliverables Roadmap One Year On

by Robert McDonald on Oct 30, 2011

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Kuali OLE: A Look at our Software Deliverables Roadmap One Year On Presentation Transcript