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July 11, 2009<br />ALA Annual Conference Chicago, IL<br />The Open Library Environment Project:<br />Building an ILS for S...
Tweet our Session<br />Follow OLE on twitter @oleproject<br />Tags<br />#ala09<br />#ala2009<br />#lita<br />#etig<br />#o...
Poll Anywhere<br />3 Ways to Poll <br />Text a code to 99503 = sms txt 99503 “code”<br />Tweet a code to @poll = @poll “co...
Poll #1<br />In ten years, if it isn’t digital, it will be invisible.<br />Text a code to 99503 = sms txt 99503 “code”<br ...
OLE and Mellon<br />OLE has been funded by the OLE partners and the  Andrew W Mellon Foundation’s Research in Information ...
Overview<br />What is OLE and What Has OLE Been Doing for 12 Months?<br />Community Source Software and Governance!<br />E...
OLE Overview<br /><ul><li>What is the OLE Project?
Community source alternative to current ILS
International participation from libraries and consortia
100+ institutions, 350+ individuals, 10+ regional workshops, multiple webcasts and presentations
Planning phase: September ‘08 – July ‘09</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />ALA Annual Con...
Why OLE Now?<br />	Our current library business technologies cost too much and deliver too little. We need to rethink our ...
Our Institutions Change<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Enterprise financial systems<br />E...
Our Users are Changing<br />Library technology systems have not kept pace with changing users and a changing information e...
Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Economist researcher<br />OLE Campus<br />Manages ...
Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Professor uses one of many access portals <br />OL...
Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Payment options<br />Delays noted (Recall, purchas...
Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />GPS-enabled<br />Original Search and mapping combi...
OLE Principles<br /><ul><li>Flexibility
   Community Ownership
   Service Oriented Architecture
   Enterprise-Level Integration
   Efficiency
   Sustainability</li></ul>Which of these do you see as being critical for the future of your library?<br />July 11, 2009<...
Poll #2<br />Which of these do you see as being critical to the future of your library?<br />http://www.polleverywhere.com...
Where we’ve been<br /><ul><li>Regional Design Workshops
Did you or your staff attend a workshop?
350+ people from 100+ institutions!
Who attended?</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
Where we’ve been<br /><ul><li>Project team meetings
Webinars
Community information sharing
Review information on the project website, oleproject.org</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
Where We Are Today?<br /><ul><li>Scope Document
Vision
Principles
Functional Scope
Architecture
Governance</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
Where We Are Today?<br /><ul><li>Project Assumptions
OLE will provide services that will help academic & research institutions accomplish their core mission by improving the l...
OLE provides a transformative opportunity to the institution through its support of a more collaborative approach to resea...
OLE will enable libraries to be more of a component with the enterprise infrastructure raising the relevance of libraries ...
Libraries are core to the research institution.
Adopting a model of community-source software development and a technology infrastructure based on service orientation is,...
Where We Are Today?<br /><ul><li>Project assumptions (cont.)
Business workflows at peer libraries are more similar than they are different.
Libraries need to be able to leverage a dynamic information environment to support the research and educational mission of...
Digital formats will dominate our business processes.
Collaborative and consortial activity is increasingly as important to libraries as work at local institutions.
Library business processes will increasingly involve interactions with external service providers and consumers.</li></ul>...
Where We Are Today?<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br /><ul><li>ILS Market
Community Source
Governance</li></li></ul><li>Why OLE Now?<br /><ul><li>Current ILS products are inadequate
Growing need for library systems to interact with other enterprise systems
Vendor consolidation constrains choices
Libraries need to control their own destinies</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
Current Academic ILS Market<br />Ex Libris/Endeavor - 1465<br />Voyager - 862<br />Aleph 500 – 603<br />Innovative Interfa...
ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Legacy ILS Functionality<br />Public User <br />Interface:<br />...
ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Current ILS<br />Legacy ILS Functionality+eContentModule+Advance...
ALA Annual Conference Chicago, IL<br />July 11, 2009<br />SOA Models for ILS?<br />Composite<br />Applications<br />Reusab...
Community Source Projects<br />In traditional open source development the software code is made available for inspection a...
ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Open Source Projects<br />From - http://blogs.the451group.com/op...
Community Source and OLE<br />Community Source Projects<br />Have sustainability over the course of the product developmen...
ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Governance Options<br /><ul><li>Institution-based
e.g. University of Michigan DLXS
e.g. LOCKSS
Community-based
More established: Sakai, Kuali
Emerging: DSpace, Fedora Commons
Try to join an existing organizational framework?
Where do libraries fit in an enterprise academic environment?</li></li></ul><li>ALA Annual Conference Chicago, IL<br />Jul...
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OLE Project at ALA 2009 LITA Emerging Technologies Interest Group

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The Open Library Environment Project (OLE Project): Building an ILS for Service Oriented Architecture Integration. Sponsored by LITA Emerging Interest Group for ALA 2009 Chicago.

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OLE Project at ALA 2009 LITA Emerging Technologies Interest Group

  1. 1. July 11, 2009<br />ALA Annual Conference Chicago, IL<br />The Open Library Environment Project:<br />Building an ILS for Service Oriented Architecture Integration<br />Robert H. McDonald<br />Indiana University<br />Beth Forrest-Warner<br />University of Kansas<br />Carlen Ruschoff<br />University of Maryland<br />John Little<br />Duke University<br />ALA Annual Conference Chicago, IL<br />
  2. 2. Tweet our Session<br />Follow OLE on twitter @oleproject<br />Tags<br />#ala09<br />#ala2009<br />#lita<br />#etig<br />#oleproject<br />#totebag - snarky<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  3. 3. Poll Anywhere<br />3 Ways to Poll <br />Text a code to 99503 = sms txt 99503 “code”<br />Tweet a code to @poll = @poll “code”<br />Go to http://poll4.com = enter “code”<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  4. 4. Poll #1<br />In ten years, if it isn’t digital, it will be invisible.<br />Text a code to 99503 = sms txt 99503 “code”<br />Tweet a code to @poll = @poll “code”<br />Go to http://poll4.com = enter “code”<br />http://www.polleverywhere.com/multiple_choice_polls/LTMxODY4ODk2NQ<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  5. 5. OLE and Mellon<br />OLE has been funded by the OLE partners and the Andrew W Mellon Foundation’s Research in Information Technology Program<br />Technology that benefits one or more of the constituencies traditionally served by the Foundation.<br />Technology that benefits multiple institutions.<br />Technology that can realistically be developed by the grantee within the proposed timeframe and budget.<br />Technology that provides a significant cost savings. <br />Compelling, demonstrable technology for which funding is required to create fully shareable versions, expanded features, or improved reliability.<br />Technology for which intellectual property rights are available.<br />Technology for which there is a credible support and self-sufficiency plan.<br />Technology whose value can be objectively assessed.<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  6. 6. Overview<br />What is OLE and What Has OLE Been Doing for 12 Months?<br />Community Source Software and Governance!<br />Enterprise Level Management for Libraries!<br />OLE Future Directions!<br />Questions!<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  7. 7. OLE Overview<br /><ul><li>What is the OLE Project?
  8. 8. Community source alternative to current ILS
  9. 9. International participation from libraries and consortia
  10. 10. 100+ institutions, 350+ individuals, 10+ regional workshops, multiple webcasts and presentations
  11. 11. Planning phase: September ‘08 – July ‘09</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />ALA Annual Conference Chicago, IL<br />
  12. 12. Why OLE Now?<br /> Our current library business technologies cost too much and deliver too little. We need to rethink our services and workflows, and to use technology that enables innovation rather than locking us into the status quo.<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  13. 13. Our Institutions Change<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Enterprise financial systems<br />Enterprise identity management systems<br />Course management systems<br />Leverage local systems<br />Collaborative Systems<br />ILS – More & Less<br />More external integration and collaboration<br />Less internal, one-size-fits-all integration<br />
  14. 14. Our Users are Changing<br />Library technology systems have not kept pace with changing users and a changing information environment.<br />
  15. 15. Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Economist researcher<br />OLE Campus<br />Manages locations<br />Manages resource subscriptions<br />Integrated into <br />Course/Learning Mgt. System<br />Accounting<br />Identity (Student / HR)<br />Consortia<br />
  16. 16. Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Professor uses one of many access portals <br />OLE behind the scenes<br />Discovery enables access to full-text from various remote and nearby locales<br />Routing of physical materials enabled by OLE<br />On-demand purchases approved by patron<br />
  17. 17. Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />Payment options<br />Delays noted (Recall, purchase, delivery)<br />
  18. 18. Scenario<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />GPS-enabled<br />Original Search and mapping combined to highlight locale of like resources<br />OLE notes event-driven resource use for recommender services<br />Supports markup and social networking<br />Mashups<br />
  19. 19. OLE Principles<br /><ul><li>Flexibility
  20. 20. Community Ownership
  21. 21. Service Oriented Architecture
  22. 22. Enterprise-Level Integration
  23. 23. Efficiency
  24. 24. Sustainability</li></ul>Which of these do you see as being critical for the future of your library?<br />July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  25. 25. Poll #2<br />Which of these do you see as being critical to the future of your library?<br />http://www.polleverywhere.com/multiple_choice_polls/MzU5OTI3ODQz<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  26. 26. Where we’ve been<br /><ul><li>Regional Design Workshops
  27. 27. Did you or your staff attend a workshop?
  28. 28. 350+ people from 100+ institutions!
  29. 29. Who attended?</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  30. 30. Where we’ve been<br /><ul><li>Project team meetings
  31. 31. Webinars
  32. 32. Community information sharing
  33. 33. Review information on the project website, oleproject.org</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  34. 34. Where We Are Today?<br /><ul><li>Scope Document
  35. 35. Vision
  36. 36. Principles
  37. 37. Functional Scope
  38. 38. Architecture
  39. 39. Governance</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  40. 40. Where We Are Today?<br /><ul><li>Project Assumptions
  41. 41. OLE will provide services that will help academic & research institutions accomplish their core mission by improving the library’s ability to deliver its content and services throughout the institution’s activities.
  42. 42. OLE provides a transformative opportunity to the institution through its support of a more collaborative approach to research, teaching and learning.
  43. 43. OLE will enable libraries to be more of a component with the enterprise infrastructure raising the relevance of libraries to the organization’s mission
  44. 44. Libraries are core to the research institution.
  45. 45. Adopting a model of community-source software development and a technology infrastructure based on service orientation is, in itself, a strategic innovation for libraries and universities.</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  46. 46. Where We Are Today?<br /><ul><li>Project assumptions (cont.)
  47. 47. Business workflows at peer libraries are more similar than they are different.
  48. 48. Libraries need to be able to leverage a dynamic information environment to support the research and educational mission of their institutions
  49. 49. Digital formats will dominate our business processes.
  50. 50. Collaborative and consortial activity is increasingly as important to libraries as work at local institutions.
  51. 51. Library business processes will increasingly involve interactions with external service providers and consumers.</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  52. 52. Where We Are Today?<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br /><ul><li>ILS Market
  53. 53. Community Source
  54. 54. Governance</li></li></ul><li>Why OLE Now?<br /><ul><li>Current ILS products are inadequate
  55. 55. Growing need for library systems to interact with other enterprise systems
  56. 56. Vendor consolidation constrains choices
  57. 57. Libraries need to control their own destinies</li></ul>July 11, 2009<br />ALA Annual Conference Chicago, IL<br />
  58. 58. Current Academic ILS Market<br />Ex Libris/Endeavor - 1465<br />Voyager - 862<br />Aleph 500 – 603<br />Innovative Interfaces - 1163<br />Millennium – 1163<br />SirsiDynix - 1076<br />Unicorn - 740<br />Horizon/Symphony – 336<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  59. 59. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Legacy ILS Functionality<br />Public User <br />Interface:<br />Circulation<br />Acquisitions<br />Vendor Based ePurchasing<br />Functional<br />modules:<br />Cataloging<br />Serials<br />Vendor Based Metadata Enhancement<br />Data Stores:<br />Staff Interfaces:<br />
  60. 60. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Current ILS<br />Legacy ILS Functionality+eContentModule+Advanced DiscoveryInterface<br />Learning Mgmt./Campus Portal Feeds<br />Proxy/VPN for eContent Access<br />Circulation<br />Acquisitions<br />OpenURL<br />Linking<br />Federated<br />Search/<br />Advanced<br />Discovery<br />Electronic <br />Resource<br />Mgmt.<br />System<br />Cataloging<br />Serials<br />Unified Workflow Interface for Staff<br />
  61. 61. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />SOA Models for ILS?<br />Composite<br />Applications<br />Reusable<br />Business <br />Services<br />Rule Oriented<br />Workflow Process<br />Data Stores:<br />
  62. 62. Community Source Projects<br />In traditional open source development the software code is made available for inspection and modification from the beginning of a project. In contrast to open source development, in so-called &apos;community source&apos; projects, such as Sakai, Kuali or the Symbian Foundation, a consortium of institutions or commercial companies sign an agreement, by which they decide to contribute a certain amount of financial or human resources, and get in exchange exclusivity in influencing the development of the project during an initial closed stage.<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />From JISC OSS Watch<br />http://www.oss-watch.ac.uk/resources/communityvsopen.xml<br />
  63. 63. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Open Source Projects<br />From - http://blogs.the451group.com/opensource<br />
  64. 64. Community Source and OLE<br />Community Source Projects<br />Have sustainability over the course of the product development<br />Invest in the community of practice for long-term support and development<br />Fosters innovation and shared knowledge<br />Coordinates institutional goals rather than individual goals of the community of practice<br />Mitigates risk among peer institutions rather than in a single entity or vendor<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  65. 65. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Governance Options<br /><ul><li>Institution-based
  66. 66. e.g. University of Michigan DLXS
  67. 67. e.g. LOCKSS
  68. 68. Community-based
  69. 69. More established: Sakai, Kuali
  70. 70. Emerging: DSpace, Fedora Commons
  71. 71. Try to join an existing organizational framework?
  72. 72. Where do libraries fit in an enterprise academic environment?</li></li></ul><li>ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Build Plan Recommendations<br />Governance<br />LIBRARY<br />
  73. 73. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />KUALI – Community Source<br />
  74. 74. Kuali Foundation<br />Kuali Financial<br />Business Management System<br />Kuali Student<br />Student Management System<br />Kuali Coeus<br />Research Administration System<br />Kuali Rice<br />Middleware for SOA service bus integration<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  75. 75. More on Kuali Foundation<br />Founded as non-profit in 2004<br />Colorado State University and San Joaquin Delta College currently running Kuali Financial<br />Article The Next Open Source Movement – InsideHighered.com July 6, 2009<br />&quot;I think it&apos;s (kuali) going to be good for the industry,&quot; he said. &quot;It&apos;s going to force vendors to understand that institutions don&apos;t like vendor lock-in. You can&apos;t talk to an institution that enjoys being locked in and this will force all of us in the industry to really understand that.”<br />Jack Kramer – Sr. VP SunGard Higher Education<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  76. 76. Further Readings on Kuali<br />Kuali Foundation<br />http://www.kuali.org<br />Business Officer Magazine – May 2009<br />http://www.nacubo.org/Business_Officer_Magazine/Magazine_Archives/May_2009/<br />InsideHigherEd.com – July 2009<br />http://www.insidehighered.com/news/2009/07/06/kuali<br />Open Source in Open Education – from Opening Up Education by Iiyoshi, Kumar, and Brown<br />http://books.google.com/books?id=gWrHFmAYX5EC&pg=PA1&dq=opeingin+up+education&lr=<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  77. 77. Poll #4<br />Should library systems be better integrated with campus business & learning systems?<br />http://www.polleverywhere.com/multiple_choice_polls/LTE5NTEyMjk2OTE<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  78. 78. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Enterprise Level Interactions<br /><ul><li>Library business systems need to be better integrated and interoperable with campus business and learning systems
  79. 79. Libraries must interact with and leverage other key campus systems, including financial, HR, student information, identity management, course management, and content repository systems</li></li></ul><li>ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Transforming Teaching & Learning<br />39<br />
  80. 80. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Curating and Preserving Our Content<br />40<br />
  81. 81. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Leveraging Enterprise Systems & Content<br /><ul><li>Better interoperability and integration with:
  82. 82. Campus identity management systems
  83. 83. Leverage both on-campus and externally (consortiums)
  84. 84. Better ability to work with trusted peers (ex. Shibboleth)
  85. 85. Campus HR and Student systems
  86. 86. Why copy faculty and student information into the ILS?
  87. 87. Campus financial & purchasing systems
  88. 88. Take advantage of existing vendor information, invoice management, bill paying, etc.
  89. 89. Course management & content repository systems
  90. 90. Leverage library investments through better integration of content, both purchased and created on campus, into courses
  91. 91. Will require difficult discussions of policies and workflow, but pay-off is potentially more secure data (fewer copies), more efficient processes, and better use of campus investments </li></li></ul><li>ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Creating Options<br />42<br />
  92. 92. OLE: New Methods, New Models<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Defining New Functionality<br />Redefining the Old<br />
  93. 93. Poll #5<br />Has your campus implemented any form of SOA?<br />http://www.polleverywhere.com/multiple_choice_polls/LTIxMDgxMzA1Mzc<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  94. 94. What is SOA?<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Service Oriented Architecture<br />Service<br />System capabilities that provide access to functions and data are appropriately exposed to other components (applications, devices, networks, etc.)<br />Oriented<br />Uses “open” interoperability protocols<br />Architecture<br />In its purest form, it’s the connection of systems (simple or complex)<br />
  95. 95. SOA Video<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  96. 96. Poll #3<br />In your opinion, is SOA and the interoperability that it offers a good idea?<br />http://www.polleverywhere.com/multiple_choice_polls/LTMwNTc1ODE4Mg<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  97. 97. What is BPM?<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br /><ul><li>BPM = Business Process Modeling
  98. 98. Design approach
  99. 99. BPM process
  100. 100. What needs to be done
  101. 101. How to do it, in what order, and contingencies
  102. 102. Separate from the systems and services that do the work
  103. 103. Mid-level detail
  104. 104. Necessary before determining shared processes as part of SOA</li></li></ul><li>Example of a Modeling Process<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br /><ul><li>http://www.youtube.com/watch?v=S-Mbr31f2dg(no sound)</li></li></ul><li>Process Example<br />Select entity / obtain metadatahttp://oleproject.org/overview/ole-reference-model/select-entity/select-entity-obtain-metadata/<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Process Module: Select Entity<br />Process Title: Create Metadata<br />Definition: Process where metadata is created to supplement that which was obtained or when metadata is not available to be obtained.  The metadata created will support the activity that leads to the decision to select or reject an entity for inclusion in the environment.<br />Use Cases: Metadata being obtained may include descriptive (e.g. a review of the entity), holdings (e.g. what is available and being considered for acquisition), authority, financial, or other types. The metadata may be harvested from or deposited by another system<br />
  105. 105. Select Entity/Create Metadata<br />51<br />
  106. 106. Select Entity/Deliver Resource<br />52<br />
  107. 107. OLE Reference Model<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  108. 108. Poll #6<br />In five years, most enterprise systems will be run in the cloud.<br />http://www.polleverywhere.com/multiple_choice_polls/LTYzNTcxMTIyMQ<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  109. 109. OLE: Next Steps<br />Theory to Reality<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  110. 110. Build Plan<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br /><ul><li>Use Existing Pieces
  111. 111. RICE Middleware
  112. 112. Kuali Nervous System (KNS)
  113. 113. Kuali System Bus (KSB)
  114. 114. Kuali Enterprise Workflow (KEW)
  115. 115. Kuali Enterprise Notification (KEN)
  116. 116. Kuali Identity Management (KIM)</li></li></ul><li>ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Build Plan<br /><ul><li>Use Existing Systems
  117. 117. Existing Data Feeds
  118. 118. Open ERM Data
  119. 119. Shared Database Feeds
  120. 120. Existing Discovery Tools
  121. 121. WorldCat Local
  122. 122. LibraryFind
  123. 123. VuFind
  124. 124. Blacklight
  125. 125. XC (eXtensible Catalog Tools)</li></li></ul><li>ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Build Plan<br /><ul><li>Outsource Coding
  126. 126. Model – Kuali Coeus
  127. 127. Single Project Manager (MIT)
  128. 128. Kuali Coeus outsources code to India-based software development firm
  129. 129. Build Plan for OLE will outsource code to Bulgarian-based software development firm</li></li></ul><li>ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Build Plan<br /><ul><li>Mellon Foundation Matching Funding
  130. 130. Two Year Timeline
  131. 131. Year 1 Deliverables (will focus on one of these)</li></ul>A fully functioning core of services and framework – the OLE Core & Components<br />Management of Electronic Resources Services<br /> Leased eContent<br /> Owned eContent<br />Peer Resource Sharing Services<br /> Sharing content – peer to peer<br /> Sharing workflow – consortial<br />Acquisitions Services<br /> Will be the same as MER<br /> Will add EDI/Direct MER<br />CRM<br /> Unique service in this space<br /> Service to whole institution<br /> Track usage and needs of clients over time/looking for an LTR<br />
  132. 132. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Build Plan<br /><ul><li>Two Year Timeline
  133. 133. Year 2 Deliverables
  134. 134. Integrations
  135. 135. EDI/local ERP
  136. 136. discovery interface (broker for multi-discovery use)
  137. 137. data migration services
  138. 138. registries and utilities
  139. 139. Orchestrations
  140. 140. define workflows to match relevant, local resource set
  141. 141. determine optimum dataflows including effort distribution and sharing
  142. 142. Functional Scope
  143. 143. meet the business needs of a research or academic library
  144. 144. allow things to be turned off</li></li></ul><li>ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Academic Enterprise (ERP)<br />Academic Enterprise<br />
  145. 145. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Library as Enterprise App<br />ERP<br />Library<br />PCH<br />HR<br />FIN<br />ER<br />Acq<br />P2P<br />KNS/KSB<br />KNS/KSB<br />Library as Academic Enterprise Partner<br />
  146. 146. OLE Reference Model<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  147. 147. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Business Plan<br /><ul><li>Have a vetted business plan
  148. 148. Want to share with others
  149. 149. Will setup individual discussion for interested parties
  150. 150. Actively Seeking Build Partners
  151. 151. Looking for Consortia-led Partners</li></li></ul><li>OLE Build Phase<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br /><ul><li>Find Build Partners – Spring
  152. 152. Upcoming events/presentations
  153. 153. Project team meeting – May
  154. 154. Draft design document – June
  155. 155. Ongoing community input and feedback
  156. 156. Final design document & project report for Mellon Foundation and Public – July</li></li></ul><li>Risks of Participation<br />No CS project has yet failed, but failure … <br />Achieve consensus<br />Acquire sufficient resources<br />Deliver software of adequate functionality<br />Problems could arise with contract software<br />Adoption<br />Build sufficiently large vendor services community<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  157. 157. Benefits of Participating<br />Cost Savings<br />Annual (35 – 90 percent for other CS projects)<br />Migration costs remain the same or diminish somewhat<br />Access to emerging technologies<br />Use monetary resources in a productive and directly influential fashion<br />Leverage ROI on campus for enterprise systems<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  158. 158. Benefits of Participation<br />Secondary <br />Exposure<br />Staff enrichment<br />Productivity<br />Focus on culture of strategic innovations and innovative technologies<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  159. 159. Cost of Participation<br />Cash Contribution<br />HR Contribution<br />Commitment to run some portion of the OLE software<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  160. 160. Cash Contributions<br />$5.2 Million total partner contribution<br />7 partners - $185K / year<br />6 partners - $216K / year<br />5 partners - $260 / year<br />Consortia<br />Spread out the costs<br />Spread out the influence<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  161. 161. Questions?<br />ALA Annual Conference Chicago, IL<br />July 11, 2009<br />
  162. 162. ALA Annual Conference Chicago, IL<br />July 11, 2009<br />Invest in Your Community?<br />Thank you!<br />Send comments or additional questions to<br />robert@indiana.edu - john.little@duke.edu - rushoff@umd.edu - bwarner@ku.edu<br />

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