scurl systems librarians update | 2013-04-12 kuali ole update scurl systems librarians

SCURL Systems Librarians Update | 2013-04-12

Kuali OLE Update SCURL Systems Librarians

http://wiffiti.com/boards/3431


Kuali OLE Background Development and Roadmap Impact and Advantages Questions

Update 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

Enterprise integration for core library services

Multiple deployment options Single library instance Consortial shared service “Cloud” instance

Kuali Commerical Affiliates – Create an ecosystem for purchasing services not purchasing software

Can completely replace current LMS at Kuali OLE 1.5

Values of Membership in Kuali OLE


Kuali Foundation


Functionality & Scope

Coordination

Development

Development Managers

Consultants

HTC Global Resources

Subject Matter Experts

Partner Business Analysts

Kuali OLE OrganizationKuali OLE Organization

Vision & ResourcesKuali OLE Board

Functional Council

Project Manager

Select & Acquire

Describe Deliver

System Integration

Communications

Core Team


Select & Acquire Order type / profile Bibliographic document

overlay Chart of Accounts - Roles

and workflows for Chart accounts maintenance

Deposit accounts, list of payment types

Fund notifications Transfer funds Non-serial receiving

extension

Roadmap – Version 0.8 (2nd Quarter 2013)

Deliver Services Check-In Checkout Renew Borrower Record w/ Kuali

Identity Management (KIM)

Requests (holding, course reserves, etc)

Deliver configuration Overdue Courtesy notices Borrower Bill Payments Data integration with NCIP


Describe Create and edit Instance

document Transfer OLE Instance/Item Delete Bibliographic / Instance

document Bound-widths Export Records (single & batch) Global changes to Bibliographic

and Instance documents Import single record

(Bibliographic and Instance documents)

Sort call numbers


Editor MARC format support for Bibliographic

document Instance document schema (Item, call

number, holdings, etc) Integration and Data Services Data integration with DocStore Data integration with SRU / Z39.50 Patron-specific information configuration

with KIM Query services: add, updates, deletes

based on supplied parameters

E-Resource Management Request license Compare new license contract Document negotiation Record license terms


Select & Acquire Ingest invoice Action Interval Checkin Claim reports / unfulfilled orders Complex M:1 purchase order to

invoice Create and link Deal document File export of invoices to be paid Pre-order/Order for standing

orders and subscriptions Serials receiving operator

actions (missing, damaged, etc) Electronic resource acquisition Foreign currency conversion

Roadmap – Version 1.0 (4th Quarter 2013)

Deliver NCIP services Notification services Trigger services for staff

workflows (fines, shipping, alerts, printing, e-delivery)

Describe Delete record Record donor information View subscription links for

titles


Editors License agreement editor and

templates

Integration and Data Services Implementation Loaders

Orders Invoices Bibliographic documents Instance documents Circulation transactions

Roadmap – Version 1.0 (4th Quarter 2013)

E-Resource Management Trigger services for staff

workflows (access-related problems for electronic resources)

Associate license terms with Deal document and purchase orders

Lookup license terms ONIX-PL import ONIX-PL export


Select & Acquire Analyze budget Serial issue printing Fiscal year rollover Line item budget snapshot Unpaid subscriptions report Data integration with university

financial systems (data files) Pre-order searching Notifications for payments exceeding

encumberances Chart of Accounts

Deliver Consortial borrowing Circulation standards - SIP/SIP2/RFID Automated storage facility integration

services


Describe Audit trail Clickable URLs Create and edit authority records Delete authority records Clone Authority records Manage bibliographic links to

authority records Record validation for Bibliographic,

Authority, and Instance documents Batch job for global changes Metadata harvesting Flag records for action/attention Crosswalks between metadata

schemas


Editor Extensible schema format support

Integration and Data Services Harvest and sharing services

E-Resource Management Integration with GOKb Vendor and organization record management Query history and licenses by vendor



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 Community maintenance model APIs to interact with data — emphasis on ingest and

maintenance Expose as linked data


GOKb Data Model


Release OLE 0.8 (2nd Quarter 2013) Open Version of Software with Data Loaders

Partners/Evaluators can load their own data Stress testing and models for deployment

Release OLE 1.0 (4th Quarter 2013) Early Adopter Implementation Package Initial Mellon Build Grant ends with Release of OLE 1.0 Support by Kuali Commercial Affiliates

Release OLE 1.5 (2nd Quarter 2014) Gold Release of Software End of Build Phase Evolution from Software Development to Implementation Support &

Sustainability

Year One DeliverablesKuali OLE – Future Deliverables


Early Implementations (2013-2014) Lehigh University University of Chicago University of Pennsylvania Bloomsbury Group – http://www.blms.ac.uk/

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

Later Implementations University of Maryland (2016)

Planning Implementations Florida Consortium

Implementation Schedule


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

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


Workflow-driven system Design solutions to optimize goals Shift from what the software can do to what is the library trying to achieve

Software ownership Directly determine the priorities for development Independent investment

Community of partners Sustainability, community-source model, and fellow travelers

Kuali Commercial Affiliates Value added service, service level options, and services ecosystem

Service layer architecture Adaptability and response to inevitable change

Future proofing technologies Expansion of library responsibilities

Deployment options No vendor lock-in – product or community

Advantages in Kuali OLE


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

Michael Winkler | [email protected]

scurl systems librarians update | 2013-04-12 kuali ole update scurl systems librarians

Documents

kuali foundation slide

prototype kuali

kuali days

edulive1202 kuali

ncip slide

year software build

software development

instance document transfer