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SCONUL Kuali OLE Briefing

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This is the slide deck for the Kuali OLE SCONUL Briefing to be held on Dec 6, 2012 at the Wellcome Collection Centre in London.

This is the slide deck for the Kuali OLE SCONUL Briefing to be held on Dec 6, 2012 at the Wellcome Collection Centre in London.

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  • 2011 study from London School of Economics to the UK Cabinet Office  - http://eprints.lse.ac.uk/39826/ http://www.preater.com/2012/11/27/selecting-a-free-and-open-source-lms-kuali-ole-at-the-university-of-london/http://helibtech.com/Procurements
  • Sharon’s Remarks about Evaluation of Koha implementations of cost profile not maximized – Key thing here is that open source is not necessarily cheaper – but it is more flexible and works with the direction of commodity IT infrastructure deliveryOpen Source project is still heavy duty for implementation but barriers are lower and recurring costs are better – community source components that are better deal with governance and release approach etc are all better than Student Experience – Competitive Advantage – Learning Experience -

SCONUL Kuali OLE Briefing SCONUL Kuali OLE Briefing Presentation Transcript

  • SCONUL:Kuali OLE Briefing Robert H. McDonaldAssociate Dean for Library TechnologiesDeputy Director Data to Insight Center Indiana University SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali OLE Slides and HashTags http://slidesha.re/Rxprbc #kualiole #sconul SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Presentation Outline A Brief History of Kuali OLE Our Relationship with the Kuali Foundation Kuali OLE Milestones Kuali OLE Release/Implementation Roadmap Kuali OLE and GOKb Kuali OLE Technology Impacts Kuali OLE and Global Partners SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Brief History of Kuali OLE 2008-2009 Mellon Funded OLE Project Investigation 2009 Formed OLE Build Partnership of 8 higher education institutions 2010 OLE Build Phase Funded by Andrew W Mellon Foundation & the Kuali OLE Partnership for a 2 year software build phase Building a flexible, service-oriented, enterprise library management system for academic & research libraries SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Community Architecture Process Changing Environment & RisksFunctional Scope & DescriptionSelect and Acquire, Describe, Deliver, and Relationship Kuali OLE Technical Architecture Research, Evaluation, SelectionKuali Rice, Kuali KFS, Apache Jackrabbit, Apache Solar McDonald, R.H. and M. Winkler. The Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced Library Management System, Educause Annual Conference 2012, Denver, CO, November 2012. SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Typical Kuali Project StagesDiscussion Incubation Build Enhance/Maintain What? Investors Board Sustain Who? Scope FunctionalCommon Council Need Technical Plan Team Integrate When? Timeline Expand? Wheeler, B. Kuali 101: Explaining the Economics, Operations, and Strategy of Kuali for Higher Education, Kuali Days 2012, Austin, TX, October 2012. SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali FoundationSCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali FoundationSCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali OLE OrganizationVision & Resources Kuali OLE BoardFunctionality & Scope Functional Council CommunicationsCoordination HTC Coordinator Project Manager Core Team HTC Global Resources Describe Deliver System Consultants Select & Acquire Integration Development Subject Matter Experts SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali OLE PartnersSCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali OLE Detailed Roadmap SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali OLE Milestones Build (July 2010-December 2010)  Hire and Engage Kuali OLE Core Team  Engage Software Development Contract with HTC Global Services  Set Kuali OLE Agile Framework and Timelines  Form Functional Specification Writing Teams Year 1 Prototype – Kuali OLE 0.2 (December 2010-April 2011)  Demo at CNI Spring 2011 Member Meeting  http://www.kuali.org/ole/demo/spring11/cni Software Releases  First Public Release – Version 0.3 – Kuali Days 2011 (October 2011)  Second Public Release – Version 0.6 (May 2012)  Cloud Demo - http://demo.ole.kuali.org (Kuali OLE 0.6) Develop Year 2 Roadmap (November 2011-April 2012) Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013) In addition to our Amazon cloud test-drive version of Kuali OLE 0.6 University of Chicago now has a local installation on a virtual machine sandbox for testing  Will load full bibliographic records for U Chicago in December 2012 SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali OLE Upcoming Releases Kuali OLE Version 0.8 - (Q2 2013)  KRAD Integration with:  Bibliographic Editor  Instance Editor in KRAD  Licensing Editor KRAD  Integration with KFS 5.0  Data Loaders for Alpha Testing  Early Adopters will use this to get ready for production readiness Kuali OLE Version 1.0 - (Q4 2013)  Production Ready Version (Beta)  Cloud Hosting Scenarios  Final integration with full RICE 2.0 and KFS 5.0 SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • GOKb will be a freely available datarepository that will contain key publicationinformation about electronic resources as itis represented within the supply chain fromcontent publishers to suppliers to libraries. SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Global Open Knowledgebase (GOKb) Joint Kuali OLE / JISC project Mellon Foundation funded for June 2012- November 2013 Community-managed knowledgebase Global-Level Descriptive data about e-resources for library management Designed to be open to all, but targeted to integrate with Kuali OLE and JISC’s Knowledgebase Plus SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • GOKb Milestones Coordination of data model with JISC KB+ - May 2012 Select a “Bill of Materials” model for the logical data model – Jul 2012 Elected to further develop JISC KB+ Data Explorer as interface for operators – Aug 2012 Determine that data cleansing should be accomplished with a rules-based approach – Oct 2012 Investigated rules engines and selected Google Refine – Nov 2012 November 2012 Phase 1 Code Review Deliver first software release to SMEs – Dec 2012  Data Explorer (KB+)  Google Refine Instantiate GOKb server framework in JISC and Kuali OLE infrastructure – Jan 2013 Phase 2 of software delivery – Apr 2013 Project in production for JISC KB+ and Kuali OLE communities – Jun 2013 SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Impact of Kuali OLE Technologies Document Store  Workflow and Rules  Flexible, easily extensible, and Engine heterogeneous  Local control of workflow and  Collocates related documents rules in a node-based, tree structure  Supports multiple workflows  Solr indexing engine is fast, based on roles and context scalable, and familiar making it  External workflows can be easy for libraries to customize referenced discovery tools for staff  Kuali OLE Patron Editor Framework Framework  Supports easy construction of  Leverages enterprise identity editors for many purposes management systems  Local control over editors so  Can cascade through multiple you can “roll your own” sources of identity  Links editors to workflow and management rules engine  Supports hybrid of local and remote data SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Library Services Platforms IntotaBreeding, M. (2012). Automation Marketplace 2012: Agents of Change, The Digital Shift, http://bit.ly/YJy1UD SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • How Does OLE Compare? Compared to other NextGen Library Systems (Library Services Platforms)  Shared Implementation Community with Academic Libraries  Shared vendor (services-based profit center) community with Kuali Commercial Affiliates  Not possible with proprietary software  Commercial and Possible Shared Hosting  Local Cloud  Hosted Cloud  Cloud Support vs Application Support  Shared expertise in integrations with other HigherEd information systems  Shared ERM in GOKb  Can other systems enable workflow and queues for all of your siloed systems? Kuali OLE can and does this now! SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Flexible ImplementationsStand Alone Kuali OLE SystemsMultiple standalone Kuali OLE systems with independentdescriptive, financial, and identity data stores. Coordinationand integration at discovery layer. Discovery & Discovery & Discovery & Sharing Sharing Sharing Systems Systems Systems KOLE KOLE KOLE Discovery Discovery Discovery API API API KOLE KOLE KOLE KOLE Rice KIM KOLE Rice KIM KOLE Rice KIM DocStore DocStore DocStore Finance API Services Finance API Services Finance API Services API API API Local Rice Instance Local Rice Instance Local Rice Instance DocStor Patron DocStor Patron DocStor Patron KFS DB KFS DB KFS DB e Entities e Entities e Entities Bib Utility ERP IdM Bib Utility ERP IdM Bib Utility ERP IdM Integration Integration Integration Integration Integration Integration Integration Integration Integration API API API API API API API API API Bibliographi Agency Bibliographi Agency Bibliographi Agency Agency ERP IdMs Agency ERP IdMs Agency ERP IdMs c Utilities c Utilities c Utilities SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Flexible Implementations Discovery & Shared Bib and Shared Financials Sharing with Consortial Financials and Systems Middleware Multiple standalone Kuali OLE systems with KOLE shared financial core. Accounting practice keeps Discovery API Partner information separate. Descriptive records are shared in a single document store. Instance documents manage individual instances of materials. Patron entities are federated or cascaded through KIM to share patron roles across the partnership as in Option 3 or 4. Coordination and integration at discovery layer. KOLE KOLE Finance Rice KIM DocStore API API Services Shared Rice Instance DocStore KFS DB Patron Entities Bib Utility Bib Utility Bib Utility ERP ERP ERP IdM IdM IdM Integration Integration Integration Integration Integration Integration Integration Integration Integration API API API API API API API API APIBibliographic Bibliographic Bibliographic Agency ERP Agency ERP Agency ERP Agency IdMs Agency IdMs Agency IdMs Utilities Utilities Utilities SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali EcoSystemOpen Licensing Software Software Consumers Producers Commercial SupportWheeler, B. Kuali 101: Explaining the Economics,Operations, and Strategy of Kuali for Higher Education,Kuali Days 2012, Austin, TX, October 2012. SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Kuali Commercial Affiliates SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • SERVICES PLATFORM CLOUD LOCK-IN SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • GLOBAL PARTNERSHIPS SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul
  • Thank You! For more on Kuali OLE• Visit our website: http://ole.kuali.org• See our Test-Drive - http://kuali.org/test-drives• Follow us on Twitter: @kualiole• Read our Blog at: http://kualiole.tumblr.com• Follow us on Ohloh - https://www.ohloh.net/p/kole SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul