This document provides an overview and update on Kuali OLE, an open source library management system project. It summarizes the project's first year, highlights features and functionality in development milestones, and outlines plans for the second year and beyond. The presentation was given by Andy Sarno, Beth Camden, and Michael Winkler and covered the community-sourced approach, development progress to date including a version 0.3 prototype, and roadmaps for upcoming releases focusing on core functionality, technologies, and partner integration needs.

1. Presenters: Andy Sarno
Beth Camden
Michael Winkler

2. • Overview of Kuali OLE
• Review of our First Year
• Our Innovative Technology
• Our Second Year…and Beyond

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. • 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

7. • 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

8. Features Research
Describe
Select & Acquire • Apache Jackrabbit™ • Partner finance systems
• Kuali® Financial System v4 document repository for • Partner identity
management systems
Version 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

9. • 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

10. 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
Descriptive Relationship
Transaction
e
Data - Data -
al Data - KFS DocStore RDBMS

11. • Roadmap for Version 1.0
• Partner Implementation Strategies
• Developing GOKb Sister Project
• Sustaining & Growing our Partnership

12. 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
12
1/27/2012 Draft Version 0.4.1

13. 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 Management
1/27/2012 Draft Version 0.4.1 13

14. 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 Implementation
1/27/2012 Draft Version 0.4.1 14

15. • Follow us on Twitter: @kualiole
• Read our Blog: http://kualiole.tumblr.com/
• Join our mailing list:
• Visit our website: http://ole.kuali.org/