Kuali update v4 - mw

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Kuali update v4 - mw

  1. 1. Presenters: Andy Sarno Beth Camden Michael Winkler
  2. 2. • Overview of Kuali OLE• Review of our First Year• Our Innovative Technology• Our Second Year…and Beyond
  3. 3. • Kuali OLE is a enterprise approach to Library Management• Partners & Mellon• 2 year project starting in July 2010• We are at year one
  4. 4. • 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
  5. 5. • Hire and Engage Kuali OLE Core Team• Engage Software Development Contract – HTC Global Services• Set Kuali OLE Agile Framework and Timelines – Develop User Story Process• Form Specification Writing Teams based on major functions• 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• Leading to our first public release here at Kuali Days – Version 0.3
  6. 6. Features Research Describe Select & Acquire • Apache Jackrabbit™ • Partner finance systems • Kuali® Financial System v4 document repository for • Partner identity management systemsVersion 0.3 Release Core metadata • Extensive library business • Support multiple descriptive • Document store November 2011 process analysis metadata formats relationship linking • Kuali® Rice 1.1 for workflow • Define document types – • Data dependencies for • Supply chain automation bibliographic, localization, Deliver policies • Vendor firm order ingest enhancement • Metadata editor • Manual invoice entry • 5 million bibliographic, 5 architecture • Enhanced Pre-order million item documents • Relationship between Selection loaded bibliographic, holding, and • Purchase discrete item item-level records • Requisition Searching • Serials receipts and • Purchase Order • Faceted search for predictive check-in • Encumber funds descriptive metadata • Receive item • Transactional metadata search with linked descriptive metadata Implementation of Core Technologies
  7. 7. • 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
  8. 8. Amazon EC Cloud Vendors Utilities UsersInterfaces External IdM Data EDIFact ONIX-PL Standard NCIP ILS-DI Interchange sWorkflowsBusiness Logic & Service Bus: AuthN/AuthZ, Queues, Alerts, & Messaging Service RegistryArchitectur Storage Descriptive Relationship Transaction e Data - Data - al Data - KFS DocStore RDBMS
  9. 9. • Roadmap for Version 1.0• Partner Implementation Strategies• Developing GOKb Sister Project• Sustaining & Growing our Partnership
  10. 10. Features Research Select & Acquire Describe Impact on Rice 2.0 • Ingest order records • Metadata management • Installation & Training • Fund accounting • Localization & • Build Data exchange • Payment with ERP enhancement between Rice 1.x and metadata Version 0.6 Release Rice 2.0 Deliver architecture OR • Patron infrastructure • Linked data March 2012 Map/Re-factor KFS 4 • Design Patron integration Core Code to Rice 2.0 classification • Document Store linking • Convert code based on Manage Entity Relationship • Ingest & overlay Rice 1.x to Rice 2.0 • Document linking tools documents from external • License management sources services • Editor infrastructure • Rules Engine Pre-requisites for local Financial integration Integration with ILL, Reserves, Course Library Starts Here: Select, Acquire, Management System Describe 121/27/2012 Draft Version 0.4.1
  11. 11. Features Research Deliver • Design Deliver policies Select & Acquire • Partner ERP • Policy Management • Complex PO to invoice integration services (Checkin, relationships requirements Checkout, Hold, • License Management Version 0.8 Release Reserve) workflows • Partner Identity Mgmt • Patron Management • Document Type for Deals integration August 2012 services requirements • Patron information Complete Describe services with enterprise • Metadata Editor web • External development IdM application and use of API • Initial integration with ILL, • Batch Editing Resource Sharing • Editor interaction • Integration with GOKb systems • Record extraction Implementation Tools • Data integration with discovery systems • Initial data migration tool set (extract, transfer, Bringing it to the People: Deliver and load) License Management1/27/2012 Draft Version 0.4.1 13
  12. 12. Features Select & Acquire Research • Bi-directional messaging Implementation Tools with ERP, supply chain • Reporting Tools • Partner implementation • Documented API & strategies Deliver service registry • Software distribution Version 1.0 Release • Patron self services • Distribution packaging management • External development December 2012 • Circulation standards • Framework for training (SIP2, NCIP, etc) development and use of API • Finish ILL integration • Documentation • Electronic serials • Completed migration management with Manage Entity Relationship toolkit GOKb • Initial integration of • Description Data • OpenURL integration GOKb • Circulation history • KFS 5 Core upgrade • Initial electronic resource • Acquisition history • GOKb linked data in workflows • Complete system ready Orders (Select & for implementation Acquire) (minimum of 6 months • GOKb linked data for expectedt) electronic resources • Exposure of Service (Describe, Deliver) Registry • OpenURL services Ready for Implementation1/27/2012 Draft Version 0.4.1 14
  13. 13. • Follow us on Twitter: @kualiole• Read our Blog: http://kualiole.tumblr.com/• Join our mailing list:• Visit our website: http://ole.kuali.org/

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