What Your Library Needs to Know About Kuali Open Library Environment (OLE) and Our Community Source Software for Libraries!
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What Your Library Needs to Know About Kuali Open Library Environment (OLE) and Our Community Source Software for Libraries!

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  • Straight Line AcquisitionRequisition Purchase Orders & AmendmentsReceivingPayments/InvoicingAccount Encumbrances/COA QuerySearchesAcquisition SearchOrder Holding QueueReceiving QueueEDI TransmissionOrder IngestProof of Order Transmission

What Your Library Needs to Know About Kuali Open Library Environment (OLE) and Our Community Source Software for Libraries! What Your Library Needs to Know About Kuali Open Library Environment (OLE) and Our Community Source Software for Libraries! Presentation Transcript

  • Charleston Conference Nov 2, 2011 open source administration software for education
  • http://go.iu.edu/4aVCharleston Conference 2011 open source administration software for education
  • WHAT YOUR LIBRARY NEEDS TO KNOWABOUT KUALI OLE AND OUR COMMUNITY SOURCE SOFTWARE FOR LIBRARIES! Robert H. McDonald | Indiana University Brad Skiles | Indiana University Mike Winkler | University of Pennsylvania Charleston Conference 2011 open source administration software for education
  • Outline• Introducing Kuali Open Library Environment – Kuali OLE• Roadmap Overview• System Architecture• Engagement Opportunities Charleston Conference 2011 open source administration software for education
  • Social Media & Feedback • Follow us @kualiole on twitter • Tweet about our session #chsconf11 #kualiole • Web: http://ole.kuali.org • Blog: http://kualiole.tumblr.com/ Charleston Conference 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 Charleston Conference 2011 open source administration software for education
  • What Kuali is Not... 1 •Not a Vendor 2 • No Sales Force • Do Not Solicit or Compete 3 via RFP Charleston Conference 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 Charleston Conference 2011 open source administration software for education
  • Key Drivers for Kuali 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 Charleston Conference 2011 open source administration software for education
  • Kuali OLE Partners Charleston Conference 2011 open source administration software for education
  • Functional Expert, Community DrivenDevelopment Charleston Conference 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 Charleston Conference 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 Charleston Conference 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 – bibliographic,  Manual invoice entry 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 Charleston Conference 2011 open source administration software for education
  • Release 0.3 Content 1. Transactional Features – Straight Line Acquisition – Workflow/Roles – Search – EDI Transmission 2. Document Store Features – Search – Bib Editor – Ingest – Indexing Charleston Conference 2011 open source administration software for education
  • Release 0.3 Deployment Release 0.3 Deployment • Publicly Available • Cloud—Sample Data • Download—No Data • Driver’s Manual • Installation Instructions Charleston Conference 2011 open source administration software for education
  • Roadmap for Year 2 and Beyond Charleston Conference 2011 open source administration software for education
  • Key Components of System Architecture • Service Layer Architecture – to provide isolation of concerns & to improve flexibility • 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 Charleston Conference 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 Charleston Conference 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 Charleston Conference 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 Charleston Conference 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 Charleston Conference 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.com Charleston Conference 2011 open source administration software for education
  • http://go.iu.edu/4aVCharleston Conference 2011 open source administration software for education