Kuali OLE: A Look at our Software Deliverables Roadmap One Year On

DLF Fall Forum Oct 31, 2011 Baltimore, MD open source administration software for education

Kuali OLE: A Look at our
Software Deliverables Roadmap
One Year On
Kristin Antelman | NC State University
Robert H. McDonald | Indiana University
Michael Winkler | University of Pennsylvania

http://go.iu.edu/495
DLF Fall Forum 2011 open source administration software for education

Outline

• Introducing Kuali Open Library
Environment
• Overview of the Current Roadmap
• Key Components of System Architecture
• New Collaboration: GoKB Project
• Opportunities for Engagement


Social Media & Feedback

• Follow us @kualiole on twitter
• Tweet about our session
– #dlfforum
– #kualiole
• Web: http://ole.kuali.org
• Blog: http://kualiole.tumblr.com/


Introducing Kuali Foundation
MISSION:
• To deliver Open Source Systems
–For higher ed, By higher ed

• No licensing fees
• Non-proprietary code
• Collaboration among like-minded
institutions


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

Goals for Kuali Open Library Environment
(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


Kuali OLE Partners


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


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


Current OLE RoadMap
Technologies
• Standards orientation
Pervasive

•
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™ Document
Version 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 –
 Manual invoice entry bibliographic, 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

Key Components of System Architecture

• Service Layer Architecture – to provide isolation of
concerns and flexibilites
• 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


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


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


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


Data Stores

Descriptive Data Semantic Relationships Relational Data
Sc a l a (MARCXML, EAD, VRA, ERMI, etc) (Collections, tagging, FRBR) (Fund, status, administrative) Pr o c e s
b i l i t Semantic
s i n g
Document Document Relational
y Index Repository
Repositor
y
Repository Fl e x i b
Re l i a i l i t y
b i l i t
Document Op e r a t i
y Broker
Semantic Broker SQL Broker
Pl a s t o n a l
i c i t y Ef f i c i e
n c y
Messaging & Queues (Kuali Enterprise Service Bus)

Key Kuali Enterprise
Kuali Identity Kuali Enterprise Kuali Financial Services
Data Store Notification
Mgmt (KIM) Workflow (KEW) System (KFS) Repository
(KEN)
Kuali OLE

Kuali Rice

Metrics
3rd Party
3rd Parties Interfaces


Roadmap for Year 2 and Beyond


E-resource management: a complicated
landscape

• Libraries outsourced management of e-
resource entitlements for discovery
• ILSs can’t manage complexities of e-
resource products
• ERM product space developed after ERMI
in 2004 but has stalled


Multiple Knowledge Bases

ERM KB
• ILS KB
Discovery KB
Description
Acquisitions
o Description Licenses
URL
o Location Entitlements
Coverage
o Acquisitions Description
Platform
o Circulation Platform
Package
Package
Usage


Knowledge Base inefficiencies

• Using discovery-based KBs for
management not successful
– Data uncontrolled, incomplete, absent
relationships, lack of match points to ILS
• KB data management model inefficient
– Redundant maintenance of “global” data
– Slow update cycles


Synergies between OLE and JISC projects

• JISC shared services portfolio
– Funding for Shared ERM
– Shared services ERM
• KB data management model inefficient
– Redundant maintenance of “global” data
– Slow update cycles


Global Open KnowledgeBase (GOKb)


Global Open KnowledgeBase (GOKb)

• Build a Knowledge Base of global data about
the managed e-resource collection

• APIs to interact with data- emphasis on ingest
and maintenance mechanisms

• Linked data

• Shareable, open data license (Creative
Commons 0)

Commercial KBs vs. GOKb

• e-journals we license, pay for and assess
• databases
• e-book packages
• serial titles in aggregator databases

• 300K vs 20K
• Q: is there value in managing the 20K at title
level
• ability to focus on enhancing traditional KB
data

GOKb Timeline

• Now through Feb 2012: data model
collaboration, OLE and JISC
• April 2012 – March 2013
– Build and deploy GOKb
– Test data maintenance and integrations with OLE
and JISC project partners
– Plan for extension, sustainability, expansion of
community


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

THANK YOU

For more on Kuali OLE go to:
http://ole.kuali.org
Follow us on Twitter @kualiole
Blog: http://kualiole.tumblr.com

http://go.iu.edu/494


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