kuali ole : an integrated and sustainable development model
DESCRIPTION
A brief background and strategy for Kuali OLE at Lehigh University, some context on our planning process, three levers for changes: process, staffing, and technology; including a short conversation about the promise of Kuali OLE at LehighTRANSCRIPT
Kuali OLE An Integrated and
Sustainable Development Model
Mark CanneyDoreen Herold James Young
Themes and Outcomes
• Background and strategy• Planning• Levers for change
– Technology– Processes– Staffing
• The promise of Kuali OLE
Goal
To use software development as a vehicle for change: processes, technology, organizationally, cross
institutional collaboration
From Scattered Buffaloes to Big Tent
Lehigh University
Libraries
Infrastructure
Client Services
Teaching & Learning
Budget & Planning
Web & Mobile Services
Enterprise Systems
• Residential, research university
• 6,800 FTE (5k under; 2k grad)
• Libraries• Merged• 40 staff• 3 buildings• 1m volumes• Ongoing shift to
digital
Defining Variables
Organizational Ethos• Merged organization• Tolerance for risk• Openness
– Systems– Culture
• Linking technology, budget, and organizational planning
Impetus for Change• Digital content• Own to access• Social and mobile
Technology
• Aging and inflexible• Proprietary market not
responsive• Work arounds
• Staffing• Sustainable funding• Managing change
New Practices
Operations
Funding
• Foresight– ILS replacement on horizon– Set aside EOY balance into “reserve
fund”• Shift
– Maintenance-centric to development-centric
• Future– Lower TCO– ROI (yet to play out)
Kuali OLE Modules
Planning: Application Lifecycle Management
WHAT IS APPLICATION LIFECYCLE MANAGEMENT? by David Chappell, December 2008, Sponsored by Microsoft Corporation
Planning: Inclusive Governance Process
Planning: Leveraging the Community
Planning: Deploy and Deploy Again
Nov 2011
May 2012
Jun 2013
Nov2013
What does this mean for Lehigh?
Levers for Change: Staffing
Levers for Change: Processes
Current FutureManual Batch
Duplicate Once
Multiple systems, sources of information
Systems consolidated, centralized
Print-based Flexible for the unforeseen
Library services left out in the cold
Room in the inn
Continuum of Practice
Identify Acquire Describe Process Manage
Kuali OLE as an opportunity for strategic alignment of systems
• Apply one set of goals, resources to a collection of systems to move towards an organizational goal
• Aligned with strategic goals and values (customer focused, effective, flexible, sustainable, secure)
• Aligned technologically for efficient workflows, communication, management
ILS and Enterprise Systems: Pre-Kuali OLE Challenges
SirsiDynix Symphony (ILS)
ILLiad (ILL)
Palci EZ-Borrow (ILL)
WebCat (OPAC)
ContentDM (DMS)
Oracle (IDM)
Banner (Finance)
E-Resource Management
License Management
ILS and Enterprise Systems: Pre-Kuali OLE
Integration and Planning: Open Source Solutions
Kuali OLE (ILS) VuFind (Discovery)
NCIP Toolkit (XC) Drupal (CMS)
ContentDM (DMS)
Moodle (LMS)
Omeka (DMS)
Archives Space (Archives)
Open Source Solutions: VuFind Discovery
Integration: ILS Development Environment
Closed System Feature Open System
Vendor Supplied User Interface Programmer access
Vendor Supplied Staff Interface Programmer access
API - maybe Data Stores DBA access, API
Vendor Supplied Modules Programmer access
Vote! Bug fixes, enhancement
Community
Vendor Support Community
Vendor Pricing Foundation
Open System IntegrationVuFind
(Discovery)
Palci E-ZBorrow via NCIP
ILLiad (NCIP Add-ons)
Patron Data (Oracle)
Authentication (LDAP, SSO)
Financial (Oracle)
E-Resources
License Management
Digital Collections
Data Stores
Unknowns
SustainabilityMaintenance
Long-term business model
Strategic Shifts
Previous Variable Future
Isolated, Reactive Staff Collaborative, Proactive
Disparate Workflows Agile
Vendor Maintenance Community
Customize Development Full programmer access
Closed Technology Open
Higher TCO* Value Lower TCO*
Fragmented Planning Participatory, Coordinated
Scattered buffaloes Culture Big tent
*yet to play out
Excitement
Experience PersonalContent
Device AppsMobility
Open
Flexible
Thank you!