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THE OPEN LIBRARY ENVIRONMENT PROJECT REGIONAL DESIGN WORKSHOP: DAY ONE RECONCEPTUALIZING TECHNOLOGY FOR  MODERN LIBRARY WO...
<ul><li>Welcome! </li></ul>
<ul><li>Introductions </li></ul><ul><li>Review Agenda & Logistics </li></ul><ul><li>Project Overview  </li></ul><ul><li>Ex...
<ul><li>Welcome Back  </li></ul><ul><li>Breakout Group Exercise : Significant Process Task Identification  </li></ul><ul><...
<ul><li>Bathrooms </li></ul><ul><li>Water & Coffee </li></ul><ul><li>Lunch </li></ul><ul><li>Breakout Rooms </li></ul>Logi...
Participant Introductions <ul><li>Institution </li></ul><ul><li>Functional Area </li></ul><ul><li>Current ILS </li></ul><u...
Project Overview
Open Library Environment  Designing technology for the way libraries really work
Overview <ul><li>Project rational </li></ul><ul><li>Project assumptions and scope </li></ul><ul><li>Project timeline and m...
Project rationale <ul><li>Current ILS products are inadequate.  </li></ul><ul><li>Vendor consolidation constrains choices....
Project starting point <ul><li>Initial assessment of interest in libraries – early 2008. </li></ul><ul><li>Proposal develo...
Current OLE participants
<ul><li>The scope of the project has received much input and discussion. </li></ul><ul><li>The current version is maintain...
<ul><li>Flexible, adaptable, and community-developed software framework </li></ul><ul><ul><li>OLE Framework supports core ...
<ul><li>Supports a wide range of resources </li></ul><ul><li>Built, owned, governed by the library community </li></ul><ul...
<ul><li>Design document will address: </li></ul><ul><ul><li>Business Processes </li></ul></ul><ul><ul><li>Architecture and...
Growing Participation <ul><li>Additional libraries have expressed interest since project was announced </li></ul><ul><li>R...
Timeline and Milestones - done <ul><li>Initial group meeting and introductory SOA Sept. 2008 </li></ul><ul><li>Business Pr...
<ul><li>Develop build proposal Spring 09 </li></ul><ul><li>Complete the design document 7/09 </li></ul><ul><li>Ongoing com...
Getting Involved <ul><li>Success dependent on community ownership and direction </li></ul><ul><li>Chance to influence the ...
Opportunities for participation <ul><li>Seeking participants for planning and build </li></ul><ul><li>Regional design work...
<ul><li>Goal: Define library workflows which must be supported in the new OLE  </li></ul><ul><li>1 or 2 days each </li></u...
Working Groups – Overview <ul><li>Focus on specific topics within project </li></ul><ul><li>Open to those who have experti...
Working Groups – Join us! <ul><li>Project scope </li></ul><ul><li>Library workflows / BPM follow up </li></ul><ul><li>Buil...
Working Groups list on website http://oleproject.org/get-involved/working-groups-join-us/
Wrap up <ul><li>Upcoming events and webcasts: </li></ul><ul><li>http://oleproject.org/events/ </li></ul><ul><li>Project we...
<ul><li>Purpose: Create a list of ILS processes performed by group </li></ul><ul><li>Process: Write down processes you per...
<ul><li>Break </li></ul><ul><li>10:10 – 10:25 </li></ul>
<ul><li>Purpose: Create a list of ILS processes performed by group </li></ul><ul><li>Process: Write down processes you per...
<ul><li>Describe processes </li></ul><ul><li>Identify similarities  </li></ul><ul><li>Identify gaps </li></ul><ul><li>Grou...
<ul><li>Purpose: Determine which processes are core and categorize other processes </li></ul><ul><li>Process: Use the colo...
<ul><li>Working Lunch </li></ul><ul><li>Major Process Prioritization </li></ul>
<ul><li>Review and Prioritize Major Processes </li></ul><ul><ul><li>Review categorization of processes </li></ul></ul><ul>...
BPM Overview
Service Oriented Architecture Business Process Modeling
Overview <ul><li>What is SOA </li></ul><ul><li>What is BPM </li></ul><ul><li>BPM Workshop Goals </li></ul><ul><li>Question...
<ul><li>SOA = Service Oriented Architecture </li></ul><ul><li>Design approach </li></ul><ul><ul><li>Independent software p...
Before & After SOA
<ul><li>http://www.youtube.com/watch?v=sbd_1G8Kqjs   (~ 1.25 mins) (legos) </li></ul><ul><li>http://www.youtube.com/watch?...
<ul><li>BPM = Business Process Modeling </li></ul><ul><li>Design approach </li></ul><ul><li>BPM process </li></ul><ul><ul>...
<ul><li>http://www.youtube.com/watch?v=S-Mbr31f2dg   (no sound) </li></ul>Example of Modeling a Process
<ul><li>Goal: Define library workflows which must be supported in the new OLE  </li></ul><ul><li>Small group work to  deve...
Process Example
Process Example
Process Example
Questions <ul><li>???? </li></ul>
<ul><li>Choose Core Process to work on in Breakout Group session </li></ul><ul><li>Focus on future state, not current – wh...
Neatness Does Not Count!
<ul><li>Break </li></ul><ul><li>2:30 – 2:45 </li></ul><ul><li>Reassemble in Breakout Groups </li></ul>
<ul><li>Choose Core Process to work on in Breakout Group session </li></ul><ul><li>Focus on future state, not current – wh...
Large Group:  Reviewing Core Processes  <ul><li>Purpose: Group agreement on core processes </li></ul><ul><li>Process: Revi...
Day One Wrap Up  <ul><li>Review Day One </li></ul><ul><li>What went well </li></ul><ul><li>What didn’t </li></ul><ul><li>P...
<ul><li>Thanks for your input! </li></ul><ul><li>See you tomorrow at 8:30 </li></ul>
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OLE Project Regional Workshop - University of Kansas - Day 1

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Agenda and presentation slides from the first day of the OLE Regional Workshop at University of Kansas. Slides include presentations on project overview, service oriented architecture, and business process modeling.

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OLE Project Regional Workshop - University of Kansas - Day 1

  1. 1. THE OPEN LIBRARY ENVIRONMENT PROJECT REGIONAL DESIGN WORKSHOP: DAY ONE RECONCEPTUALIZING TECHNOLOGY FOR MODERN LIBRARY WORKFLOWS
  2. 2. <ul><li>Welcome! </li></ul>
  3. 3. <ul><li>Introductions </li></ul><ul><li>Review Agenda & Logistics </li></ul><ul><li>Project Overview </li></ul><ul><li>Exercise Explanation </li></ul><ul><ul><li>Break </li></ul></ul><ul><li>Breakout Group Exercise: Major Process Identification </li></ul><ul><li>Large Group Report Out: Major Process Identification & Categorization </li></ul><ul><li>Working Lunch: Major Process Prioritization </li></ul><ul><li>Exercise: Reviewing / Prioritizing Major Processes </li></ul><ul><li>SOA / Business Process Modeling Overview </li></ul><ul><ul><li>Break </li></ul></ul><ul><li>Breakout Group Exercise : Core Process Task Identification </li></ul><ul><li>Large Group: Review Core Process Outcomes </li></ul><ul><li>Day One Wrap Up </li></ul>Agenda: Day One
  4. 4. <ul><li>Welcome Back </li></ul><ul><li>Breakout Group Exercise : Significant Process Task Identification </li></ul><ul><li>Breakout Group Exercise: Review Significant Process Outcomes </li></ul><ul><ul><li>Break </li></ul></ul><ul><li>Exercise: Opportunities for OLE – Blue Sky </li></ul><ul><li>Workshop Wrap Up / Adjourn </li></ul>Agenda: Day Two
  5. 5. <ul><li>Bathrooms </li></ul><ul><li>Water & Coffee </li></ul><ul><li>Lunch </li></ul><ul><li>Breakout Rooms </li></ul>Logistics
  6. 6. Participant Introductions <ul><li>Institution </li></ul><ul><li>Functional Area </li></ul><ul><li>Current ILS </li></ul><ul><li>Individual Institution or Consortia </li></ul>
  7. 7. Project Overview
  8. 8. Open Library Environment Designing technology for the way libraries really work
  9. 9. Overview <ul><li>Project rational </li></ul><ul><li>Project assumptions and scope </li></ul><ul><li>Project timeline and milestones </li></ul><ul><li>Opportunities to participate </li></ul><ul><li>Q&A </li></ul>
  10. 10. Project rationale <ul><li>Current ILS products are inadequate. </li></ul><ul><li>Vendor consolidation constrains choices. </li></ul><ul><li>There is a growing need for library systems to interact with other enterprise systems. </li></ul><ul><li>Libraries need to control their own destinies. </li></ul><ul><li>Detailed rationale in the proposal document: oleproject.org > Overview > Full Project Description http://oleproject.org/overview/full-project-description/ </li></ul>
  11. 11. Project starting point <ul><li>Initial assessment of interest in libraries – early 2008. </li></ul><ul><li>Proposal development by a diverse group of libraries – April 2008 </li></ul><ul><li>The Andrew W. Mellon Foundation provided funding for the design project. – June 2008 </li></ul><ul><li>Project underway August - 2008 </li></ul>
  12. 12. Current OLE participants
  13. 13. <ul><li>The scope of the project has received much input and discussion. </li></ul><ul><li>The current version is maintained at: oleproject.org> Overview > Project Scope http://oleproject.org/overview/project-scope/ </li></ul>Project Assumptions & Scope
  14. 14. <ul><li>Flexible, adaptable, and community-developed software framework </li></ul><ul><ul><li>OLE Framework supports core business </li></ul></ul><ul><ul><li>Transforms processes to power new services </li></ul></ul><ul><ul><li>Strives to reach enterprise level interoperability </li></ul></ul>Project Scope: Vision
  15. 15. <ul><li>Supports a wide range of resources </li></ul><ul><li>Built, owned, governed by the library community </li></ul><ul><li>Developed using SOA, implemented with Web Services </li></ul><ul><li>Adapt and integrate with other enterprise systems </li></ul><ul><li>Interoperable </li></ul>Project Scope: Principles
  16. 16. <ul><li>Design document will address: </li></ul><ul><ul><li>Business Processes </li></ul></ul><ul><ul><li>Architecture and Data Models </li></ul></ul><ul><ul><li>Integration and Interoperability </li></ul></ul><ul><ul><li>Data Governance and Security </li></ul></ul><ul><ul><li>Discovery and User Experience </li></ul></ul>Project Scope: Design Document
  17. 17. Growing Participation <ul><li>Additional libraries have expressed interest since project was announced </li></ul><ul><li>Requests for visitors, interns and collaboration on other grants reflects growing interest </li></ul><ul><li>Original and current participants: oleproject.org > Project Participants http://oleproject.org/participants/ </li></ul>
  18. 18. Timeline and Milestones - done <ul><li>Initial group meeting and introductory SOA Sept. 2008 </li></ul><ul><li>Business Process Modeling training Nov. 2008 </li></ul><ul><li>Planning for regional design workshops </li></ul><ul><li>Formation of working groups </li></ul><ul><li>Presentations at conferences </li></ul><ul><li>Outreach to library directors, IT groups </li></ul><ul><li>Conversations with other projects </li></ul>
  19. 19. <ul><li>Develop build proposal Spring 09 </li></ul><ul><li>Complete the design document 7/09 </li></ul><ul><li>Ongoing community input and feedback </li></ul><ul><li>http://oleproject.org/overview/project-timeline/ </li></ul>Timeline and Milestones – To Do <ul><li>BPM design workshops 11/08 – 1/09 </li></ul><ul><li>Consolidate BPM input at meeting 1/20/09 </li></ul><ul><li>Translate models to SOA Spring 09 </li></ul>
  20. 20. Getting Involved <ul><li>Success dependent on community ownership and direction </li></ul><ul><li>Chance to influence the design so OLE is more likely to meet your needs </li></ul><ul><li>Participation influences adoption of OLE </li></ul><ul><li>Chance to work with forward looking, high energy group with diverse perspectives </li></ul><ul><li>Opportunity to learn about emerging technologies for the library world and for higher education </li></ul>
  21. 21. Opportunities for participation <ul><li>Seeking participants for planning and build </li></ul><ul><li>Regional design workshops </li></ul><ul><li>Working groups </li></ul><ul><li>Professional events </li></ul><ul><li>Ongoing communication - website & listserv </li></ul>
  22. 22. <ul><li>Goal: Define library workflows which must be supported in the new OLE </li></ul><ul><li>1 or 2 days each </li></ul><ul><li>Multiple locations </li></ul><ul><li>Overview of OLE Project </li></ul><ul><li>Overview of BPM </li></ul><ul><li>Small group work to develop descriptions of library workflows </li></ul>Design Workshops – Overview
  23. 23. Working Groups – Overview <ul><li>Focus on specific topics within project </li></ul><ul><li>Open to those who have expertise, are serving as representatives of their institution and are willing to be active contributors to group research and writing </li></ul><ul><li>Groups will post updates on OLE website </li></ul><ul><li>Contact coordinator of group for info on that group </li></ul>
  24. 24. Working Groups – Join us! <ul><li>Project scope </li></ul><ul><li>Library workflows / BPM follow up </li></ul><ul><li>Build project planning </li></ul><ul><li>Project governance </li></ul><ul><li>Communications </li></ul><ul><li>Connecting with other projects </li></ul><ul><li>Others may be added as needed </li></ul>
  25. 25. Working Groups list on website http://oleproject.org/get-involved/working-groups-join-us/
  26. 26. Wrap up <ul><li>Upcoming events and webcasts: </li></ul><ul><li>http://oleproject.org/events/ </li></ul><ul><li>Project website has up to date information: </li></ul><ul><li>http://oleproject.org </li></ul><ul><li>Questions? Comments? </li></ul><ul><li>Contact: </li></ul><ul><li>Lynne O’Brien, [email_address] </li></ul>
  27. 27. <ul><li>Purpose: Create a list of ILS processes performed by group </li></ul><ul><li>Process: Write down processes you perform with the ILS on post it notes. Group like items together on flip chart. </li></ul><ul><ul><li>Example: I work at the Circulation Desk. </li></ul></ul><ul><ul><li>Processes: Checking out books, Collecting fines, Setting up proxy accounts, Checking returned books in, Resolving patron account problems </li></ul></ul><ul><li>Divide into 5 equal groups – count off </li></ul><ul><li>Reassemble in breakout areas </li></ul>Breakout Group Exercise: Identifying Processes
  28. 28. <ul><li>Break </li></ul><ul><li>10:10 – 10:25 </li></ul>
  29. 29. <ul><li>Purpose: Create a list of ILS processes performed by group </li></ul><ul><li>Process: Write down processes you perform with the ILS on post it notes. Group like items together on flip chart. </li></ul><ul><ul><li>Example: I work at the Circulation Desk. </li></ul></ul><ul><ul><li>Processes: Checking out books, Collecting fines, Setting up proxy accounts, Checking returned books in, Resolving patron account problems </li></ul></ul>Breakout Group Exercise: Identifying Processes
  30. 30. <ul><li>Describe processes </li></ul><ul><li>Identify similarities </li></ul><ul><li>Identify gaps </li></ul><ul><li>Group similar processes </li></ul>Report Out: Major Processes
  31. 31. <ul><li>Purpose: Determine which processes are core and categorize other processes </li></ul><ul><li>Process: Use the colored dots to designate which category each process falls under </li></ul><ul><ul><li>GREEN = Core process: A process which is an absolutely necessary part of any system, which all librarie perform </li></ul></ul><ul><ul><li>BLUE = Significant process: Not core but still important </li></ul></ul><ul><ul><li>YELLOW = Shift: Process that could be handled outside of the ILS by another system </li></ul></ul><ul><ul><li>RED = Stop: Process which we could stop doing </li></ul></ul>Exercise: Major Process Prioritization
  32. 32. <ul><li>Working Lunch </li></ul><ul><li>Major Process Prioritization </li></ul>
  33. 33. <ul><li>Review and Prioritize Major Processes </li></ul><ul><ul><li>Review categorization of processes </li></ul></ul><ul><ul><li>Duplication? Combinations? </li></ul></ul><ul><ul><li>What are the rewards and risks of pursuing these priorities? </li></ul></ul><ul><ul><li>How would you limit the scope of what is core vs. what is not core given these priorities? </li></ul></ul><ul><li>Outcome : Group agreement on top items in core and significant categories </li></ul>Exercise: Major Processes
  34. 34. BPM Overview
  35. 35. Service Oriented Architecture Business Process Modeling
  36. 36. Overview <ul><li>What is SOA </li></ul><ul><li>What is BPM </li></ul><ul><li>BPM Workshop Goals </li></ul><ul><li>Questions </li></ul>
  37. 37. <ul><li>SOA = Service Oriented Architecture </li></ul><ul><li>Design approach </li></ul><ul><ul><li>Independent software pieces </li></ul></ul><ul><ul><li>Pieces can be interchanged or repurposed more easily </li></ul></ul><ul><ul><li>Pieces can be combined to create new services or systems </li></ul></ul><ul><ul><li>Business experts and IT experts work together </li></ul></ul><ul><li>SOA Process </li></ul><ul><ul><li>Create high-level map of how the business should work </li></ul></ul><ul><ul><li>Deconstruct workflows </li></ul></ul><ul><ul><li>Define reusable services </li></ul></ul><ul><ul><li>Recombine services into a system that meets our requirements </li></ul></ul><ul><li>Think Legos™ </li></ul>What Is SOA?
  38. 38. Before & After SOA
  39. 39. <ul><li>http://www.youtube.com/watch?v=sbd_1G8Kqjs (~ 1.25 mins) (legos) </li></ul><ul><li>http://www.youtube.com/watch?v=dyHWAiG6c-Y (~2 mins) (wardrobe) </li></ul><ul><li>http://www.jisc.ac.uk/media/avfiles/programmes/eframework/eframework_soa_animation.mov (technical ~4 mins) </li></ul><ul><li>http://www.youtube.com/watch?v=-9zgeS9B2NE (less technical ~3 mins) </li></ul>What is SOA?
  40. 40. <ul><li>BPM = Business Process Modeling </li></ul><ul><li>Design approach </li></ul><ul><li>BPM process </li></ul><ul><ul><li>What needs to be done </li></ul></ul><ul><ul><li>How to do it, in what order, and contingencies </li></ul></ul><ul><ul><li>Separate from the systems and services that do the work </li></ul></ul><ul><ul><li>Mid-level detail </li></ul></ul><ul><li>Necessary before determining shared processes as part of SOA </li></ul>What is BPM?
  41. 41. <ul><li>http://www.youtube.com/watch?v=S-Mbr31f2dg (no sound) </li></ul>Example of Modeling a Process
  42. 42. <ul><li>Goal: Define library workflows which must be supported in the new OLE </li></ul><ul><li>Small group work to develop descriptions of library workflows </li></ul><ul><li>Workshop output will shape project design </li></ul>BPM Workshop Goals
  43. 43. Process Example
  44. 44. Process Example
  45. 45. Process Example
  46. 46. Questions <ul><li>???? </li></ul>
  47. 47. <ul><li>Choose Core Process to work on in Breakout Group session </li></ul><ul><li>Focus on future state, not current – what needs to happen </li></ul><ul><li>Model selected Core Process </li></ul><ul><ul><li>Use post it notes to list each discrete task/practice </li></ul></ul><ul><ul><li>What discrete tasks/practices are involved in this process? </li></ul></ul><ul><ul><li>Is there a task that triggers the start of this process? </li></ul></ul><ul><ul><li>Is there a task that occurs at the end? </li></ul></ul><ul><ul><li>Is data coming in / going out of system? Why? </li></ul></ul><ul><ul><li>Are there outside systems or people that are affected or interact with this process? </li></ul></ul><ul><ul><li>What handoffs are involved? </li></ul></ul>Exercise: Core Process Task Identification
  48. 48. Neatness Does Not Count!
  49. 49. <ul><li>Break </li></ul><ul><li>2:30 – 2:45 </li></ul><ul><li>Reassemble in Breakout Groups </li></ul>
  50. 50. <ul><li>Choose Core Process to work on in Breakout Group session </li></ul><ul><li>Focus on future state, not current – what needs to happen </li></ul><ul><li>Model selected Core Process </li></ul><ul><ul><li>Use post it notes to list each discrete task/practice </li></ul></ul><ul><ul><li>What discrete tasks/practices are involved in this process? </li></ul></ul><ul><ul><li>Is there a task that triggers the start of this process? </li></ul></ul><ul><ul><li>Is there a task that occurs at the end? </li></ul></ul><ul><ul><li>Is data coming in / going out of system? Why? </li></ul></ul><ul><ul><li>Are there outside systems or people that are affected or interact with this process? </li></ul></ul><ul><ul><li>What handoffs are involved? </li></ul></ul>Exercise: Core Process Task Identification
  51. 51. Large Group: Reviewing Core Processes <ul><li>Purpose: Group agreement on core processes </li></ul><ul><li>Process: Review of highest ranked core processes and discussion with group </li></ul><ul><li>Outcome : Refined process/task models for top core processes </li></ul>
  52. 52. Day One Wrap Up <ul><li>Review Day One </li></ul><ul><li>What went well </li></ul><ul><li>What didn’t </li></ul><ul><li>Preview Day Two </li></ul><ul><ul><li>Continental Breakfast – 8:30 </li></ul></ul><ul><ul><li>New start time – 8:45 </li></ul></ul>
  53. 53. <ul><li>Thanks for your input! </li></ul><ul><li>See you tomorrow at 8:30 </li></ul>

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