ole project at ala 2009 lita emerging technologies interest group
DESCRIPTION
The Open Library Environment Project (OLE Project): Building an ILS for Service Oriented Architecture Integration. Sponsored by LITA Emerging Interest Group for ALA 2009 Chicago.TRANSCRIPT
July 11, 2009ALA Annual Conference Chicago, ILALA Annual Conference Chicago, IL
THE OPEN L IBRARY ENVIRONMENT PROJECT:
B U I L D I N G A N I L S F O R S E R V I C E O R I E N T E D A R C H I T E C T U R E I N T E G R AT I O N
John LittleDuke University
Beth Forrest-WarnerUniversity of Kansas
Robert H. McDonaldIndiana University
Carlen RuschoffUniversity of Maryland
Tweet our Session
Follow OLE on twitter @oleprojectTags
#ala09#ala2009#lita#etig#oleproject#totebag - snarky
ALA Annual Conference Chicago, IL July 11, 2009
Poll Anywhere
3 Ways to Poll Text a code to 99503 = sms txt 99503 “code” Tweet a code to @poll = @poll “code” Go to http://poll4.com = enter “code”
ALA Annual Conference Chicago, IL July 11, 2009
Poll #1
In ten years, if it isn’t digital, it will be invisible. Text a code to 99503 = sms txt 99503 “code” Tweet a code to @poll = @poll “code” Go to http://poll4.com = enter “code”
http://www.polleverywhere.com/multiple_choice_polls/LTMxODY4ODk2NQ
ALA Annual Conference Chicago, IL July 11, 2009
OLE and Mellon
OLE has been funded by the OLE partners and the Andrew W Mellon Foundation’s Research in Information Technology Program
1. Technology that benefits one or more of the constituencies traditionally served by the Foundation.
2. Technology that benefits multiple institutions.
3. Technology that can realistically be developed by the grantee within the proposed timeframe and budget.
4. Technology that provides a significant cost savings.
5. Compelling, demonstrable technology for which funding is required to create fully shareable versions, expanded features, or improved reliability.
6. Technology for which intellectual property rights are available.
7. Technology for which there is a credible support and self-sufficiency plan.
8. Technology whose value can be objectively assessed.
ALA Annual Conference Chicago, IL July 11, 2009
Overview
What is OLE and What Has OLE Been Doing for 12 Months?
Community Source Software and Governance!Enterprise Level Management for Libraries!OLE Future Directions!Questions!
ALA Annual Conference Chicago, IL July 11, 2009
ALA Annual Conference Chicago, IL July 11, 2009ALA Annual Conference Chicago, IL
OLE Overview
What is the OLE Project?Community source alternative to current ILSInternational participation from libraries and
consortia100+ institutions, 350+ individuals, 10+ regional
workshops, multiple webcasts and presentationsPlanning phase:
September ‘08 – July ‘09
ALA Annual Conference Chicago, IL July 11, 2009
Why OLE Now?
Our current library business technologies cost too much and deliver too little. We need to rethink our services and workflows, and to use technology that enables innovation rather than locking us into the status quo.
ALA Annual Conference Chicago, IL July 11, 2009
Our Institutions Change
Enterprise financial systemsEnterprise identity management systemsCourse management systemsLeverage local systemsCollaborative SystemsILS – More & Less
More external integration and collaboration Less internal, one-size-fits-all integration
Library technology systems have not kept pace with changing users and a changing information environment.
Our Users are Changing
ALA Annual Conference Chicago, IL July 11, 2009
Scenario
Economist researcherOLE Campus
Manages locations Manages resource subscriptions Integrated into
Course/Learning Mgt. System Accounting Identity (Student / HR) Consortia
ALA Annual Conference Chicago, IL July 11, 2009
Scenario
Professor uses one of many access portals OLE behind the scenesDiscovery enables access to full-text from various
remote and nearby localesRouting of physical materials enabled by OLEOn-demand purchases approved by patron
ALA Annual Conference Chicago, IL July 11, 2009
Scenario
Payment optionsDelays noted (Recall, purchase, delivery)
ALA Annual Conference Chicago, IL July 11, 2009
Scenario
GPS-enabledOriginal Search and mapping combined to highlight
locale of like resourcesOLE notes event-driven resource use for
recommender servicesSupports markup and social networkingMashups
OLE Principles
ALA Annual Conference Chicago, IL July 11, 2009
Flexibility Community Ownership Service Oriented Architecture Enterprise-Level Integration Efficiency Sustainability
Which of these do you see as being critical for the future of your library?
Poll #2
Which of these do you see as being critical to the future of your library?
http://www.polleverywhere.com/multiple_choice_polls/MzU5OTI3ODQz
ALA Annual Conference Chicago, IL July 11, 2009
ALA Annual Conference Chicago, IL July 11, 2009
Where we’ve been
Regional Design WorkshopsDid you or your staff attend a workshop?350+ people from 100+ institutions!Who attended?
ALA Annual Conference Chicago, IL July 11, 2009
Where we’ve been
Project team meetingsWebinarsCommunity information
sharingReview information on the
project website, oleproject.org
Where We Are Today?
ALA Annual Conference Chicago, IL July 11, 2009
Scope DocumentVisionPrinciplesFunctional ScopeArchitectureGovernance
ALA Annual Conference Chicago, IL July 11, 2009
Where We Are Today?
Project Assumptions OLE will provide services that will help academic & research institutions
accomplish their core mission by improving the library’s ability to deliver its content and services throughout the institution’s activities.
OLE provides a transformative opportunity to the institution through its support of a more collaborative approach to research, teaching and learning.
OLE will enable libraries to be more of a component with the enterprise infrastructure raising the relevance of libraries to the organization’s mission
Libraries are core to the research institution. Adopting a model of community-source software development and a
technology infrastructure based on service orientation is, in itself, a strategic innovation for libraries and universities.
ALA Annual Conference Chicago, IL July 11, 2009
Where We Are Today?
Project assumptions (cont.) Business workflows at peer libraries are more similar than
they are different. Libraries need to be able to leverage a dynamic information
environment to support the research and educational mission of their institutions
Digital formats will dominate our business processes. Collaborative and consortial activity is increasingly as
important to libraries as work at local institutions. Library business processes will increasingly involve
interactions with external service providers and consumers.
Where We Are Today?
ALA Annual Conference Chicago, IL July 11, 2009
ILS Market
Community Source
Governance
ALA Annual Conference Chicago, IL July 11, 2009
Why OLE Now?
Current ILS products are inadequate
Growing need for library systems to interact with other enterprise systems
Vendor consolidation constrains choices
Libraries need to control their own destinies
Current Academic ILS Market
Ex Libris/Endeavor - 1465 Voyager - 862 Aleph 500 – 603
Innovative Interfaces - 1163 Millennium – 1163
SirsiDynix - 1076 Unicorn - 740 Horizon/Symphony – 336
ALA Annual Conference Chicago, IL July 11, 2009
Legacy ILS Functionality
ALA Annual Conference Chicago, IL July 11, 2009
Circulation Acquisitions
Cataloging Serials
Staff Interfaces:
Public User Interface:
Data Stores:
Functionalmodules:
Vendor Based ePurchasing
Vendor Based Metadata Enhancement
Current ILS
ALA Annual Conference Chicago, IL July 11, 2009
Legacy ILS Functionality
+eContentModule
+Advanced DiscoveryInterface
Circulation Acquisitions
Cataloging Serials
FederatedSearch/
AdvancedDiscovery
OpenURLLinking
Electronic Resource
Mgmt.System
Unified Workflow Interface for Staff
Learning Mgmt./Campus Portal Feeds
Proxy/VPN for eContent Access
SOA Models for ILS?
ALA Annual Conference Chicago, IL July 11, 2009
CompositeApplications
Data Stores:
ReusableBusiness Services
Rule OrientedWorkflow Process
Community Source Projects
In traditional open source development the software code is made available for inspection and modification from the beginning of a project. In contrast to open source development, in so-called 'community source' projects, such as Sakai, Kuali or the Symbian Foundation, a consortium of institutions or commercial companies sign an agreement, by which they decide to contribute a certain amount of financial or human resources, and get in exchange exclusivity in influencing the development of the project during an initial closed stage.
ALA Annual Conference Chicago, IL July 11, 2009
From JISC OSS Watchhttp://www.oss-watch.ac.uk/resources/communityvsopen.xml
ALA Annual Conference Chicago, IL July 11, 2009
Open Source Projects
From - http://blogs.the451group.com/opensource
Community Source and OLE
Community Source Projects Have sustainability over the course of the product
development Invest in the community of practice for long-term support
and development Fosters innovation and shared knowledge Coordinates institutional goals rather than individual
goals of the community of practice Mitigates risk among peer institutions rather than in a
single entity or vendor
ALA Annual Conference Chicago, IL July 11, 2009
ALA Annual Conference Chicago, IL July 11, 2009
Governance Options
Institution-based e.g. University of Michigan DLXS e.g. LOCKSS
Community-based More established: Sakai, Kuali Emerging: DSpace, Fedora Commons
Try to join an existing organizational framework? Where do libraries fit in an enterprise academic environment?
ALA Annual Conference Chicago, IL July 11, 2009
Build Plan Recommendations
Governance
LIBRARY
ALA Annual Conference Chicago, IL July 11, 2009
KUALI – Community Source
Kuali Foundation
Kuali FinancialBusiness Management System
Kuali StudentStudent Management System
Kuali CoeusResearch Administration System
Kuali RiceMiddleware for SOA service bus integration
ALA Annual Conference Chicago, IL July 11, 2009
More on Kuali Foundation
Founded as non-profit in 2004 Colorado State University and San Joaquin Delta College
currently running Kuali Financial
Article The Next Open Source Movement – InsideHighered.com July 6, 2009 "I think it's (kuali) going to be good for the industry," he said.
"It's going to force vendors to understand that institutions don't like vendor lock-in. You can't talk to an institution that enjoys being locked in and this will force all of us in the industry to really understand that.”Jack Kramer – Sr. VP SunGard Higher Education
ALA Annual Conference Chicago, IL July 11, 2009
Further Readings on Kuali
Kuali Foundationhttp://www.kuali.org
Business Officer Magazine – May 2009http://www.nacubo.org/Business_Officer_Magazine/Magazine_Archives/May_2009/
InsideHigherEd.com – July 2009http://www.insidehighered.com/news/2009/07/06/kuali
Open Source in Open Education – from Opening Up Education by Iiyoshi, Kumar, and Brown
http://books.google.com/books?id=gWrHFmAYX5EC&pg=PA1&dq=opeingin+up+education&lr
=
ALA Annual Conference Chicago, IL July 11, 2009
Poll #4
Should library systems be better integrated with campus business & learning systems?
http://www.polleverywhere.com/multiple_choice_polls/LTE5NTEyMjk2OTE
ALA Annual Conference Chicago, IL July 11, 2009
ALA Annual Conference Chicago, IL July 11, 2009
Enterprise Level Interactions
Library business systems need to be better integrated and interoperable with campus business and learning systemsLibraries must interact with and leverage other key
campus systems, including financial, HR, student information, identity management, course management, and content repository systems
ALA Annual Conference Chicago, IL July 11, 2009
Transforming Teaching & Learning
39
ALA Annual Conference Chicago, IL July 11, 2009
Curating and Preserving Our Content
40
ALA Annual Conference Chicago, IL July 11, 2009
Leveraging Enterprise Systems & Content
• Better interoperability and integration with:• Campus identity management systems
• Leverage both on-campus and externally (consortiums)• Better ability to work with trusted peers (ex. Shibboleth)
• Campus HR and Student systems• Why copy faculty and student information into the ILS?
• Campus financial & purchasing systems• Take advantage of existing vendor information, invoice management, bill paying,
etc.• Course management & content repository systems
• Leverage library investments through better integration of content, both purchased and created on campus, into courses
• Will require difficult discussions of policies and workflow, but pay-off is potentially more secure data (fewer copies), more efficient processes, and better use of campus investments
ALA Annual Conference Chicago, IL July 11, 2009
Creating Options
42
OLE: New Methods, New Models
ALA Annual Conference Chicago, IL July 11, 2009
Defining New Functionality
Redefining the Old
Poll #5
Has your campus implemented any form of SOA?http://www.polleverywhere.com/multiple_choice_poll
s/LTIxMDgxMzA1Mzc
ALA Annual Conference Chicago, IL July 11, 2009
What is SOA?
ALA Annual Conference Chicago, IL July 11, 2009
Service Oriented Architecture
ServiceSystem capabilities that provide access to functions and data are appropriately exposed to other components (applications, devices, networks, etc.)
OrientedUses “open” interoperability protocols
ArchitectureIn its purest form, it’s the connection of systems (simple or complex)
SOA Video
ALA Annual Conference Chicago, IL July 11, 2009
Poll #3
In your opinion, is SOA and the interoperability that it offers a good idea?
http://www.polleverywhere.com/multiple_choice_polls/LTMwNTc1ODE4Mg
ALA Annual Conference Chicago, IL July 11, 2009
What is BPM?
ALA Annual Conference Chicago, IL July 11, 2009
• BPM = Business Process Modeling• Design approach• BPM process
• What needs to be done• How to do it, in what order, and contingencies• Separate from the systems and services that do the
work• Mid-level detail
• Necessary before determining shared processes
as part of SOA
Example of a Modeling Process
ALA Annual Conference Chicago, IL July 11, 2009
• http://www.youtube.com/watch?v=S-Mbr31f2dg (no sound)
Process Example
Select entity / obtain metadatahttp://oleproject.org/overview/ole-reference-model/select-entity/select-entity-obtain-metadata/
ALA Annual Conference Chicago, IL July 11, 2009
Process Module: Select EntityProcess Title: Create MetadataDefinition: Process where metadata is created to supplement that which was obtained or when metadata is not available to be obtained. The metadata created will support the activity that leads to the decision to select or reject an entity for inclusion in the environment. Use Cases: Metadata being obtained may include descriptive (e.g. a review of the entity), holdings (e.g. what is available and being considered for acquisition), authority, financial, or other types. The metadata may be harvested from or deposited by another system
Select Entity/Create Metadata51
Select Entity/Deliver Resource52
OLE Reference Model
ALA Annual Conference Chicago, IL July 11, 2009
Poll #6
In five years, most enterprise systems will be run in the cloud.
http://www.polleverywhere.com/multiple_choice_polls/LTYzNTcxMTIyMQ
ALA Annual Conference Chicago, IL July 11, 2009
OLE: Next Steps
Theory to Reality
ALA Annual Conference Chicago, IL July 11, 2009
Build Plan
ALA Annual Conference Chicago, IL July 11, 2009
Use Existing Pieces RICE Middleware
Kuali Nervous System (KNS) Kuali System Bus (KSB) Kuali Enterprise Workflow (KEW) Kuali Enterprise Notification (KEN) Kuali Identity Management (KIM)
ALA Annual Conference Chicago, IL July 11, 2009
Build Plan
Use Existing Systems Existing Data Feeds
Open ERM Data Shared Database Feeds
Existing Discovery Tools WorldCat Local LibraryFind VuFind Blacklight XC (eXtensible Catalog Tools)
ALA Annual Conference Chicago, IL July 11, 2009
Build Plan
Outsource Coding Model – Kuali Coeus
Single Project Manager (MIT) Kuali Coeus outsources code to India-based
software development firm Build Plan for OLE will outsource code to
Bulgarian-based software development firm
ALA Annual Conference Chicago, IL July 11, 2009
Build Plan
•Mellon Foundation Matching Funding•Two Year Timeline
Year 1 Deliverables (will focus on one of these) A fully functioning core of services and framework – the OLE Core & Components
①Management of Electronic Resources Services Leased eContent Owned eContent
②Peer Resource Sharing Services Sharing content – peer to peer Sharing workflow – consortial
③Acquisitions Services Will be the same as MER Will add EDI/Direct MER
④CRM Unique service in this space Service to whole institution Track usage and needs of clients over time/looking for an LTR
ALA Annual Conference Chicago, IL July 11, 2009
Build Plan
Two Year Timeline Year 2 Deliverables
Integrations EDI/local ERP discovery interface (broker for multi-discovery use) data migration services registries and utilities
Orchestrations define workflows to match relevant, local resource set determine optimum dataflows including effort distribution and
sharing Functional Scope
meet the business needs of a research or academic library allow things to be turned off
ALA Annual Conference Chicago, IL July 11, 2009
Academic Enterprise (ERP)
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ALA Annual Conference Chicago, IL July 11, 2009
Library as Enterprise App
Library ERP
KNS/KSB KNS/KSBAcq P2P ER HR FIN PCH
Lib
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Ac
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En
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OLE Reference Model
ALA Annual Conference Chicago, IL July 11, 2009
ALA Annual Conference Chicago, IL July 11, 2009
Business Plan
Have a vetted business planWant to share with others
Will setup individual discussion for interested parties
Actively Seeking Build PartnersLooking for Consortia-led Partners
OLE Build Phase
ALA Annual Conference Chicago, IL July 11, 2009
Find Build Partners – SpringUpcoming events/presentationsProject team meeting – MayDraft design document – JuneOngoing community input and feedbackFinal design document & project report for Mellon
Foundation and Public – July
Risks of Participation
No CS project has yet failed, but failure … Achieve consensusAcquire sufficient resourcesDeliver software of adequate functionalityProblems could arise with contract softwareAdoptionBuild sufficiently large vendor services community
ALA Annual Conference Chicago, IL July 11, 2009
Benefits of Participating
Cost Savings Annual (35 – 90 percent for other CS projects) Migration costs remain the same or diminish somewhat
Access to emerging technologiesUse monetary resources in a productive and directly
influential fashionLeverage ROI on campus for enterprise systems
ALA Annual Conference Chicago, IL July 11, 2009
Benefits of Participation
Secondary Exposure Staff enrichment Productivity Focus on culture of strategic innovations and innovative
technologies
ALA Annual Conference Chicago, IL July 11, 2009
Cost of Participation
Cash ContributionHR ContributionCommitment to run some portion of the OLE
software
ALA Annual Conference Chicago, IL July 11, 2009
Cash Contributions
$5.2 Million total partner contribution 7 partners - $185K / year 6 partners - $216K / year 5 partners - $260 / year
Consortia Spread out the costs Spread out the influence
ALA Annual Conference Chicago, IL July 11, 2009
Questions?
ALA Annual Conference Chicago, IL July 11, 2009
ALA Annual Conference Chicago, IL July 11, 2009
Invest in Your Community?
Send comments or additional questions to
[email protected] - [email protected] - [email protected] - [email protected]
Thank you!