kuali ole community ready software for your library!

ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12

Kuali OLE Community Ready

Software for Your Library!

http://wiffiti.com/boards/3431


Robert H. McDonaldExecutive Director-Kuali OLE

Indiana University

Michael WinklerKuali OLE Sr. Advisor/GOKb

University of Pennsylvania

John Pillans

OLE Configuration Manager

Indiana University

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Kuali OLE History

Kuali OLE Current Status

Kuali OLE 0.6 Demo

Kuali OLE Dev Process

Kuali OLE Important Technology Aspects

Kuali OLE and GOKb

Kuali OLE Futures

Kuali OLE Trivia

Presentation Outline


Kuali OLE Partners


2008-2009 Mellon Funded OLE Project Investigation 2009 Formed OLE Build Partnership of 9 higher

education institutions 2010 OLE Build Phase Funded by Andrew W Mellon

Foundation & the Kuali OLE Partnership for a 2 year software build phase

Building a flexible, service-oriented, enterprise library management system for academic & research libraries

Brief History of Kuali OLE


Build (July 2010-December 2010) Hire and Engage Kuali OLE Core Team Engage Software Development Contract with HTC Global Services Set Kuali OLE Agile Framework and Timelines Form Functional Specification Writing Teams

Year 1 Prototype – Kuali OLE 0.2 (December 2010-April 2011) Demo at CNI Spring 2011 Member Meeting http://www.kuali.org/ole/demo/spring11/cni

Software Releases First Public Release – Version 0.3 – Kuali Days 2011 (October 2011) Second Public Release – Version 0.6 (May 2012)

Cloud Demo - http://demo.ole.kuali.org

Develop Year 2 Roadmap (November 2011-April 2012)

Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013)

Overview of Current Milestones (Jan 2012) Educause LIVE January 2012 - http://net.educause.edu/live1202

Kuali OLE Milestones


Drive the product to meet the needs of your institution or consortium

Ownership of the software as a long-term (10 year) investment

Software that meets the enterprise needs of a research library but that can work for all libraries in a cloud-based or consortial environment Not just library-based clouds but all clouds

Kuali Commerical Affiliates – Create an eco-system for purchasing services (library management system) not purchasing software

Can completely replace current LMS at Kuali OLE 1.5

Values of Membership in Kuali OLE


Kuali Foundation


Kuali OLE Organization

Expertise

Development Tiger Teams

Coordination

Management

Vision & Resources Kuali OLE Board

Functional CouncilProject ManagementProject Manager

Select & Acquire

Scope

Describe

Deliver

Manage Relationships

Implementation

Communications

HTC Coordinator

HTC Global Resources HTC Consulting

Core Team

Subject Matter ExpertsConsultants


Kuali OLE Partner Efforts

Example Partner

(1.65 FTE x 7)Board

0.05 FTE

Functional Council0.10 FTE

Tiger Teams1.0 FTE

SMEs (.50)

Core Team(7.25 FTE)

Project Manger1.0 FTE

Business Analysts1.5 FTE

Technical Architect1.0 FTE

Quality Assurance1.0 FTE

Intern1.0 FTE

Consultants1.25 FTE

Kuali-provided0.5 FTE

HTC(23.25 FTE)

Project Coordinator1.0 FTE

Senior Developer2.0 FTE

Off-shore Developer20 FTE

Consultants0.25 FTE


Kuali OLE Detailed Roadmap


Kuali OLE Service Layers – Version 0.3

Kuali Rice 1.1Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers

Kuali Financial System Version 4.0Kuali OLE Core Financial Functions

Apache JackrabbitKuali OLE Document Store

Select & AcquireRequisition, Vendor Orders, Invoice Entry, Purchase

Order, Encumber Funds, Receive Item

Descriptive Metadata

MARCXML, Dublin Core

Faceted Discovery

Solr Search & Faceting


Kuali OLE Service Layers – Version 0.6

KRADRapid Application

Development Environment

Kuali Rice 2.0Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers

Rapid Application Development, Service Registry, Rules Engine

Kuali Financial System Version 5.0

Kuali OLE Core Financial Functions

Apache Jackrabbit

Kuali OLE Document Store

Select & AcquirePay Invoices, Budget and Fund

Accounting

Descriptive Metadata

Instance Document, ONIX-PL

Document Editor Framework

Schema-driven Editors

New!

New!

Faceted DiscoverySolr Search & Faceting

Identity Management

Dynamic Patron Management

Patron ServicesPatron Schema &

Classification

Document Editing & WorkflowMARC, Instance, ONIX-PL, & Associate Documents


Kuali OLE Version 0.8 - 4th Quarter 2012 KRAD Integration with:

Bibliographic Editor Instance Editor in KRAD Licensing Editor KRAD Integration with KFS 5.0 Data Loaders for Alpha Testing

Kuali OLE Version 1.0 - 1st Quarter 2013 Production Ready Version (Beta) Early Adopters will use this to get ready for production switch Cloud Hosting Scenarios Final integration with full RICE 2.0 and KFS 5.0

Kuali OLE Upcoming Releases


http://gokb.org Joint Kuali OLE / JISC proposal to Mellon Foundation funded for

June 2012 Community-managed knowledgebase of subscribed resources

(including e-Books) Global data (same for everyone) Local data (specific to your licenses) Focus on management, not on access

Global-Level Descriptive data about subscribed resources for library management From point of data creation to user access to evaluative use data

Designed to be open to all, but targeted to integrate with JISC’s KB+ project & with Kuali OLE

Global Open Knowledgebase (GOKb)


GOKb Key Deliverables

Open KnowledgeBase using a standards-based architecture, CC0 license

Enhanced global data elements

APIs to interact with data — emphasis on ingest and maintenance

Expose as linked data


Kuali OLEGOKb Data


HTC Global Services + JISC Collections + Kuali OLE

7 Week Testing Phase for Kuali OLE Doc Store and KB+ Data (Spring 2012)

Leveraged Kuali OLE Doc Store code from Kuali OLE

BagIt Implementation from LC/Upenn

Implemented Support for non-textual content such as MS Office, PDFs, Docs, etc.

Implemented BagIt for all Doc Store transactions (CRUD)

Built HTTP API (4 Primary) for KB+ Doc Store Requirements

Tested in JISC environment

Built code back into Kuali OLE codebase

JISC KB+ Testbed


Release OLE 0.6 (May 2012) Model Library w/Test Drive Version on Amazon Cloud OLE 0.6 Test-Drive (Amazon Cloud) - http://demo.ole.kuali.org OLE 0.6 Driver’s Manual -

https://wiki.kuali.org/display/OLE/OLE+0.6+Milestone+User+Documentation

Release OLE 0.8 (October 2012) Open Version of Software with Data Loaders

Partners/Evaluators can load their own data

Release OLE 1.0 (Q1 2013) Early Adopter Implementation Package Initial Mellon Build Grant ends with Release of OLE 1.0

Year One DeliverablesYear 2 Deliverables


Release OLE 1.5 (Q3 2013) Start Proposed New Mellon Grant for Year 3 New Partnership Investment for Year 3

Early Implementations (2013-2014) Lehigh University University of Chicago

Mid-Implementations (2014-2015) Indiana University University of Pennsylvania Duke University North Carolina State University

Later Implementations University of Maryland (2016)

Planning Implementations Florida Consortium

Year 3 Deliverables


Year 3 will include final development of 1.5 product, implementation patterns, & service integrations

Adoption, expansion, & integration of GOKb

Implementation at partner sites

Developing multiple models of deployment including local, consortial, & cloud-based

Bring on at least one Kuali Commercial Affiliate to support Kuali OLE

Business model transition from development organization to sustaining organization for year 4 and beyond Supporting our own infrastructure Keeping core team together to support partners Expanding partnership

Year 3 and Beyond


Will OLE run in the cloud? Local Cloud Hosted Cloud Cloud Support vs Application Support

Will OLE have a community? Shared Open Linked Data Shared Support Shared Technology Refresh Shared ERM - econtent metadata and management

How Does Kuali OLE Compare


Kuali OLE 0.6 Demo

DEMO Kuali OLE 0.6

http://demo.ole.kuali.org/ole-demo/portal.jsp


Impact of Kuali OLE Technologies

Document Store Flexible, easily extensible, and

heterogeneous Collocates related documents in a

node-based, tree structure Solr indexing engine is fast,

scalable, and familiar making it easy for libraries to customize discovery tools for staff

Editor Framework Supports easy construction of

editors for many purposes Local control over editors so you

can “roll your own” Links editors to workflow and rules

engine

Workflow and Rules Engine Local control of workflow and

rules Supports multiple workflows

based on roles and context External workflows can be

referenced Kuali OLE Patron

Framework Leverages enterprise identity

management systems Can cascade through multiple

sources of identity management Supports hybrid of local and

remote data


Q1: Who is the latest OLE Partner?


Q2: Which OLE Partner is Closest

to You Geographically?


Q3: Name our technology that enables multi-

metadata types?


Q4: When did the Kuali OLE Build

Phase Start?


Q5: Who is our international

partner on GOKb?


What data do I need to Migrate to OLE? Discovery Layer/Catalog Descriptive Metadata (MARC->MARCXML/DC) Financial Data Circulation Data/Self-Check Other Transactional Data Metadata for Digital Library Content

What Campus Level Integrations Need to Happen? Financial Student Interlibrary Loan ILL/Resource Sharing Learning Management Systems

What kind of expertise do we need to participate? What kinds of new shared workflows or collaborations are of interest your library?

Year One DeliverablesCommon OLE Questions


Sunday June 24, 2012Acquisitions Managers & Vendors Interest Group Panel Discussion: Next-Generation Acquisitions Functionality 1:30 pm - Location - Hyatt Regency Grand Ballroom BCarlen Ruschoff – University of Maryland

Monday June 25, 2012ALCTS program Kuali OLE: Developing & Implementing a Community Source LMS10:00 am – Location - Anaheim Convention Center-213ABBeth Camden – University of PennsylvaniaJim Mouw – University of Chicago

Kuali OLE @ ALA 2012


For more on Kuali OLE

• Visit our website: http://ole.kuali.org

• See our Test-Drive - http://kuali.org/test-drives

• Follow us on Twitter: @kualiole

• Read our Blog at: http://kualiole.tumblr.com

• Follow us on Ohloh - https://www.ohloh.net/p/kole

Thank You!

Contact Information

Robert H. McDonald | [email protected]

Michael Winkler | [email protected]

John Pillans | [email protected]

kuali ole community ready software for your library!

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