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...
Outline• Introducing Kuali Open Library  Environment• Overview of the Current Roadmap• Key Components of System Architectu...
Social Media & Feedback • Follow us @kualiole on twitter • Tweet about our session   – #dlfforum   – #kualiole • Web: http...
Introducing Kuali FoundationMISSION:• To deliver Open Source Systems   –For higher ed, By higher ed    • No licensing fees...
Kuali Foundation Software Applications             Kuali Financial System             Kuali Coeus for Research            ...
Goals for Kuali Open Library Environment(OLE) • Community-source library management system • Next-gen technology environme...
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 Universi...
OLE Year 1 Deliverables (7/2010-6/2011) • Set Kuali OLE Agile Framework and Timelines    – Develop User Story Process • De...
Current OLE RoadMap                      Technologies                          •    Standards orientationPervasive        ...
Key Components of System Architecture • Service Layer Architecture – to provide isolation of   concerns and flexibilites •...
Service Layer Architecture                                                                   Amazon EC Cloud              ...
Kuali Technologies • Kuali Rice    –   Workflow    –   Service Registry    –   Identity Management Interface    –   Messag...
Standards •   Supply Chain Interactions      – Member of EDItEUR      – Edifact Quote & Edifact Invoice      – ONIX for Bo...
Data Stores                          Descriptive Data                Semantic Relationships                 Relational Dat...
Roadmap for Year 2 and Beyond     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 disc...
Multiple Knowledge Bases                                                                 ERM KB  •   ILS KB               ...
Knowledge Base inefficiencies   • Using discovery-based KBs for     management not successful     – Data uncontrolled, inc...
Synergies between OLE and JISC projects   • JISC shared services portfolio      – Funding for Shared ERM      – Shared ser...
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 ...
Commercial KBs vs. GOKb •   e-journals we license, pay for and assess •   databases •   e-book packages •   serial titles ...
GOKb Timeline  • Now through Feb 2012: data model    collaboration, OLE and JISC  • April 2012 – March 2013    – Build and...
Joining the Kuali OLE Partnership • Developing toolkit for others    – Making a Case for Community Source Library Systems ...
THANK YOU                              For more on Kuali OLE go to:                              http://ole.kuali.org     ...
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Kuali OLE: A Look at our Software Deliverables Roadmap One Year On

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This is the ppt presentation from the DLF Fall Forum 2011 entitled - Kuali OLE: A Look at our Software Deliverables Roadmap One Year On. Speakers were Kristin Antelman, Robert H. McDonald, and Mike Winkler.

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

  1. 1. DLF Fall Forum Oct 31, 2011 Baltimore, MD open source administration software for education
  2. 2. 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
  3. 3. 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
  4. 4. 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
  5. 5. 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
  6. 6. 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
  7. 7. 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
  8. 8. Kuali OLE Partners DLF Fall Forum 2011 open source administration software for education
  9. 9. DLF Fall Forum 2011 open source administration software for education
  10. 10. 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
  11. 11. 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
  12. 12. 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
  13. 13. 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
  14. 14. 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
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. Roadmap for Year 2 and Beyond DLF Fall Forum 2011 open source administration software for education
  19. 19. Roadmap for Year 2 and Beyond DLF Fall Forum 2011 open source administration software for education
  20. 20. 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
  21. 21. 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
  22. 22. 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
  23. 23. 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
  24. 24. Global Open KnowledgeBase (GOKb) DLF Fall Forum 2011 open source administration software for education
  25. 25. 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
  26. 26. 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
  27. 27. 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
  28. 28. 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
  29. 29. 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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