Kuali OLE is an open source library management system that is entering its second year of development. In year one, the project formed partnerships, hired a core team, developed prototypes, and released an initial version. Key goals for year two include releasing version 1.0 in December 2012 and implementing strategies for partner institutions. The document highlights the collaborative development approach and innovative technologies being used to build a next-generation library system.

1. Kuali OLE: Our First Year

2. Outline
O Overview of Kuali OLE
O Review of our First Year
O Our Innovative Technology
O A Demonstration of Kuali OLE
O Our Second Year…and Beyond

3. Overview of Kuali OLE
O Kuali OLE is a enterprise approach
to Library Management
O Kuali OLE is a community of
partners & has additional support
from Mellon
O Project started in July 2010
O We‟re half way through year two!

4. Key drivers for Kuali OLE
O Find sustainable model for the LMS thru
community-source
O Build a next generation technology environment
O Re-examine library business operations &
workflows
O Break away from print-based model
O Achieve staffing flexibility
O Reflect changing nature of library materials & new
approaches to scholarly work
O Integrate with enterprise-level systems

5. Kuali OLE Partners

6. A community effort – driven by
librarians

7. Including Lehigh’s Own…

8. Working Together
Tiger teams…
…made of SMEs (subject matter
experts)…
According to a 1964 definition, "In case the term
„tiger team' is unfamiliar to you, it has been
described as 'a team of undomesticated and
uninhibited technical specialists, selected for their
experience, energy, and imagination, and assigned
to track down relentlessly every possible source of
failure in a spacecraft subsystem.„
From: http://en.wikipedia.org/wiki/Tiger_team

9. Working Together
MUR Tiger Team MER/ERMS Tiger Team
coordinates user & patron coordinating with GOKb (Global Open
functionality; university system Knowledgebase), licensing & ERM
integration for IdM (will work across planning, specifications & investigations
other teams & system integrations,
Deliver esp.) Deliver Tiger Team
oversees specification teams, research,
Scope Tiger Team & quick decision-making for all
scoping recommendation to refer to requirements around Deliver, circulation,
the functional council; works with patron & related library functions
other tiger teams on scoping decisions
& scheduling Manage/Describe Tiger Team
specifications, requirements & planning
Select & Acquire Tiger Team for library management of descriptive
specifications, requirements & metadata (bib, item, holding, etc.)
decision-making around Select &
Acquire (i.e., financial & acquisitions)

11. Year One Deliverables
O Hire and Engage Kuali OLE Core Team
O Engage Software Development Contract
O HTC Global Services
O Set Kuali OLE Agile Framework and Timelines
O Develop User Story Process
O Form Functional Specification Writing Teams
O Develop Year 1 Prototype Kuali OLE 0.2 – Demo at
CNI Spring 2011 Member Meeting
O http://www.kuali.org/ole/demo/spring11/cni
O Set Agenda for Year 2 Software Release
O Develop our first public release
O Version 0.3 released at Kuali Days in Nov 2011

12. Year One Deliverables

13. Our Innovative Technologies
O Service Layer Architecture – to provide isolation of
concerns & to improve flexibility
O Kuali Technologies – to provide ready-built
technologies for development, messaging,
coordination, & financials
O Standard interfaces (when it makes sense) – to
provide open & predictable pathways in & out
O Multiple data stores – to provide purpose-built data
repositories that best model interactions & provide
some future-proofing

14. Kuali OLE Demonstrations
O Library requisition workflows in KFS
O Document store technology with
heterogeneous document types
O Discovery integration

15. Our Second Year…and Beyond
O Roadmap for Version 1.0 – Dec 2012
O Partner Implementation Strategies
O Developing GOKb Sister Project
O Sustaining & Growing our Partnership

19. More Information & questions
O Follow us on Twitter: @kualiole
O Read our Blog: http://kualiole.tumblr.com/
O Visit our website: http://ole.kuali.org/
O Register and attend an EDUCAUSE LIVE Event THIS
WEDNESDAY from 1-2pm: “Kuali Open Library Environment:
Reflections on Our First Year of Collaborative Software Development”. The session
will offer insight into the OLE design and collaborative methodologies of this
significant and groundbreaking project.
O Get in the sandbox!!! Try the OLE demo that Tim showed
during the presentation:
http://demo.ole.kuali.org/ole-demo/portal.jsp OR
http://tst.ole.kuali.org/ole-tst/portal.jsp