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Kuali OLE Overview at Charleston Conference 09


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Presentation by for "The Changing Face of Library Workflow Management: Open Source, Grid Computing and Cloud Services" PreConference - Charleston Conference 2009.
Speaker(s): Tim Daniels - Assistant State Librarian for Technology and Infrastructure, Georgia Public Library Service; Robert H. McDonald, Associate Dean for Library Technologies, Indiana University; Andrew Pace, Executive Director for Networked Library Services, OCLC

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Kuali OLE Overview at Charleston Conference 09

  1. 1. Kuali OLE Overview John Little ILS Support Section Head [email_address] Slides by Robert McDonald *
  2. 2. Agenda <ul><li>Open Library Environment Overview </li></ul><ul><li>Paths for NextGen ILS </li></ul><ul><li>Overview of Proposed Kuali OLE Build Plan </li></ul><ul><ul><li>Timeline </li></ul></ul><ul><ul><li>Partners </li></ul></ul><ul><ul><li>Mellon Funding </li></ul></ul><ul><ul><li>Governance </li></ul></ul><ul><li>Questions </li></ul>
  3. 3. Open Library Environment (OLE) <ul><li>What is the OLE Project? </li></ul><ul><li>Community source alternative to current ILS </li></ul><ul><li>International participation from 15 libraries and consortia </li></ul><ul><li>Planning phase: September ‘08 – July ‘09 </li></ul>
  4. 4. Why OLE Now? <ul><li>Current ILS products are inadequate </li></ul><ul><li>Growing need for library systems to interact with other enterprise systems </li></ul><ul><li>Vendor consolidation constrains choices </li></ul><ul><li>Libraries need to control their own destinies </li></ul>
  5. 5. OLE Principles <ul><li>Flexibility </li></ul><ul><li>Community Ownership </li></ul><ul><li>Service Oriented Architecture </li></ul><ul><li>Enterprise-Level Integration </li></ul><ul><li>Efficiency </li></ul><ul><li>Sustainability </li></ul>
  6. 6. OLE Regional Design Workshops <ul><li>Regional Design Workshops </li></ul><ul><li>Did you or your staff attend a workshop? </li></ul><ul><li>350+ people from 95 institutions! </li></ul><ul><li>Who attended? </li></ul>
  7. 7. OLE Final Report and Prospectus <ul><li>OLE Final Report </li></ul><ul><ul><li> </li></ul></ul><ul><li>Prospectus for Interested Build Partners </li></ul>
  8. 8. Legacy ILS Legacy ILS Functionality Circulation Acquisitions Cataloging Serials Staff Interface s: Public User Interface: Data Stores: Functional modules: Vendor Based ePurchasing Vendor Based Metadata Enhancement
  9. 9. Legacy ILS + Legacy ILS Functionality + eContent Module + Advanced Discovery Interface Federated Search/ Advanced Discovery OpenURL Linking Electronic Resource Mgmt. System Unified Workflow Interface for Staff Learning Mgmt./Campus Portal Feeds Proxy/VPN for eContent Access
  10. 10. NextGen ILS Raw MARC data exports and reformats MARC from ILS Flat text files Parse text files Indices Web 2.0 Engine User Interface HTTP HTTP NextGen Search System/Faceted Search
  11. 11. Kuali OLE Build Plan <ul><li>Mellon Foundation Matching Funding </li></ul><ul><li>Two Year Timeline </li></ul><ul><ul><li>Year 1 Deliverables (Will Focus on one of these) </li></ul></ul><ul><ul><ul><li>A fully functioning core of services and framework – the OLE Core & Components </li></ul></ul></ul><ul><ul><ul><li>Management of Electronic Resources Services </li></ul></ul></ul><ul><ul><ul><ul><li>Leased eContent </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Owned eContent </li></ul></ul></ul></ul><ul><ul><ul><li>Peer Resource Sharing Services </li></ul></ul></ul><ul><ul><ul><ul><li>Sharing content – peer to peer </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Sharing workflow – consortial </li></ul></ul></ul></ul><ul><ul><ul><li>Acquisitions Services </li></ul></ul></ul><ul><ul><ul><ul><li>Will be the same as MER </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Will add EDI/Direct MER </li></ul></ul></ul></ul>
  12. 12. Kuali OLE Build Plan <ul><li>Two Year Timeline </li></ul><ul><ul><li>Year 2 Deliverables </li></ul></ul><ul><ul><ul><li>Integrations </li></ul></ul></ul><ul><ul><ul><ul><li>EDI/Local ERP </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Discovery Interface (broker for multi-discovery use) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Data Migration Services </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Registries and Utilities </li></ul></ul></ul></ul><ul><ul><ul><li>Orchestrations </li></ul></ul></ul><ul><ul><ul><ul><li>define workflows to match relevant, local resource set </li></ul></ul></ul></ul><ul><ul><ul><ul><li>determine optimum dataflows including effort distribution and sharing </li></ul></ul></ul></ul><ul><ul><ul><li>Functional Scope </li></ul></ul></ul><ul><ul><ul><ul><li>meet the business needs of a research or academic library </li></ul></ul></ul></ul><ul><ul><ul><ul><li>allow current ILS to be turned off </li></ul></ul></ul></ul>
  13. 13. Build Plan Recommendations <ul><li>Governance – Kuali Foundation </li></ul><ul><li>Service Oriented Architecture Framework/Java </li></ul><ul><li>Use Existing Middleware – Kuali Rice </li></ul><ul><li>Use Existing Discovery Interfaces </li></ul><ul><ul><li>VueFind </li></ul></ul><ul><ul><li>Blacklight </li></ul></ul><ul><ul><li>WorldCat Local </li></ul></ul><ul><li>Offshore Coding – Kuali Coeus and Sophie </li></ul>
  14. 14. Open Discovery for Many Discovery Systems Blacklight Example at UVa
  15. 15. Kuali OLE Build Partnership <ul><li>Indiana University (Lead School Kuali OLE) </li></ul><ul><li>Florida Consortium (FC) (University of Florida Lead) </li></ul><ul><li>Lehigh University </li></ul><ul><li>Triangle Research Libraries Network </li></ul><ul><ul><li>Duke University </li></ul></ul><ul><ul><li>North Carolina State University </li></ul></ul><ul><li>University of Chicago </li></ul><ul><li>University of Maryland </li></ul><ul><li>University of Michigan </li></ul><ul><li>University of Pennsylvania </li></ul>
  16. 16. Florida Consortium <ul><li>University of Florida (Lead School Florida Consortium) </li></ul><ul><ul><li>Florida State University </li></ul></ul><ul><ul><li>Florida Center for Library Automation </li></ul></ul><ul><ul><li>New College </li></ul></ul><ul><ul><li>University of Central Florida </li></ul></ul><ul><ul><li>University of South Florida </li></ul></ul><ul><ul><li>Florida International University </li></ul></ul><ul><ul><li>Rollins College </li></ul></ul><ul><ul><li>University of Miami </li></ul></ul>
  17. 17. Kuali OLE Collaborations <ul><li>Kuali Foundation – representation on foundation and rice boards and technical groups. </li></ul><ul><li>Fluid Project – Fluid will be a joint partner in the interface design for the end-user of Kuali OLE. </li></ul><ul><li>CollectionSpace – CollectionSpace will share knowledge about each other’s project as well as representatives to technical and functional councils. </li></ul><ul><li>NISO ERMI Working Group – Kuali OLE will have a representative to this group. </li></ul><ul><li>Astea Solutions – Consultants on software coding development. </li></ul>
  18. 19. Kuali OLE Governance Kuali OLE Board Functional Council Technical Council Project Manager Kuali Foundation Kuali Rice
  19. 20. Academic Enterprise
  20. 21. Library ERP KNS/KSB KNS/KSB Acq P2P ER HR FIN PCH Library as Academic Enterprise Partner
  21. 22. Questions and Discussion <ul><li>Kuali Open Library Environment (OLE) </li></ul>