university of guelph library integrated learning environment project technological change &...

University of Guelph Library Integrated Learning Environment Project

Technological Change & Organizational

Change: Positioning the Library on Campus

Michael Ridley, UGArthur Kamp, HP

January 30th, 2004

204/18/23 HP Services

Mission

• Knowledge Management

• Support & enhance learning & research experience

• Build community

What is driving change at the University?

Opportunities & Drivers

• More students/double cohort

• Consumer “attitude”

• Application of new technologies

• Publishing trends

• Collaboration

• Client needs • Evolving modality of teaching

• Funding

• Competition


What problems is the University facing?

• Competition for resources– Funding tied to performance– Limited resources– Sustainability

• Technology– Legacy systems– Pace of change

• Faculty buy-in

• Need for integrated campus vision

• Participation


Integrated Learning Environment Vision

IntegratedLearning

Environment

LISIMS

LMSLCMS

SISHRIS

Student Information SystemHuman Resources Information System

Library Information SystemInformation Management System

Learning Management SystemLearning Content Management System

Information & Knowledge

Services

Student/FacultyAdministration

Services

LearningServices

Courses & Curriculum Supporting Learning

Information Resources Supporting Learning & Research

Student /Faculty/ Staff Information for Personalization &

Provisioning, Recording & Accrediting

FMSRMS

Facilities Management SystemResource Management System

Facilities & Resources supporting learning & research

Scheduling& Digital ResourceServices

Aggregated services and data • Personalized views of learning, support, mentoring, tutoring• Key Performance Indicators (KPIs), • Communication of ILE events and real-time data from any connected system• Collaboration, calendaring, Scheduling, news, events, multi-media, learning styles, search, indexing, role-based access via personalization, etc

Single point of entry into the Digital Environment shared by all participants.

504/18/23 Adaptive Infrastructure Reference Architecture

What are elements of the vision?

• Client/User Needs

• Integration (Services, Resources, Tools)

• Extending Information Management

• Online Learning (Courseware)

• Personalization

• Organization & Flexible Solutions

• Governance

Balanced

ScorecardClient/ User

Needs Integration

Extending

Information

Management Online Learning Personalization

Organic &

Flexible

Solutions Governance

Financial X X

Customer Service X X X X X X X

Process X X X X X X

Innovation X X X X X X


Preserve/Migrate Access/Use

Create/Acquire/Modify Describe/OrganizeInformation Management Life

Cycle

Standards

Digital Rights Management

Evaluation

Security

Privacy

Information Management Life Cycle


Moving from…• Functional Orientation

• Static Content

• Course Centered

• Corporate Orientation

• Commercial Publishing

• Served Environment

To…• Student Orientation

• Dynamic Content

• Learner Centered

• Personal Orientation

• Open Access Publishing

• Self-Reliant Environment

Proposed Initiatives


Proposed Initiatives – Shared Services Model

ContentManagemen

t

ContentManagemen

t

Single Sign-On

Single Sign-On

Data Storage

Data Storage

ProcessManageme

nt

ProcessManageme

nt

DirectoryDirectory

ReportingReporting

SearchSearch

Application

Integration

Application

Integration

KnowledgeManageme

nt

KnowledgeManageme

nt

UniversalServices

Base Services

Base Services

NavigationNavigation External

Content

External Content

Corporate Branding

Corporate Branding

RolePersonalizati

on

RolePersonalizati

onCollaboratio

n

Collaboration

Portal Services

Shared Services

Shared Services

Supported Activities


University Shared Services

Pu

blis

hin

g

Self-H

elp

S

erv

ices

Com

merc

e

Skills

En

han

cem

en

t

Colla

bora

tive

Work

BASE Activities

Information &

Knowledge

Services

Information &

Knowledge

Services

Learning Manageme

ntServices

Learning Manageme

ntServices

Search & Access

Support Services

Search & Access

Support Services

Scheduling &

Digital Resource Services

Scheduling &


Digital Wallet

Digital Wallet

Project Management Support Services


OKII/OAI Enabled Services


Man

ag

e P

roje

cts

JIT P

ers

on

alize

d

Gu

idan

ce &

A

dvic

e

Op

en

Sch

ola

rly

Pu

blis

hin

g

Dyn

am

ic U

niv

ers

ity

Cale

nd

ar

Ble

nd

ed

Learn

ing

ENHANCED Activities

Dig

ital L

ibra

ry


Shared Services Scenarios

1. Learning Object Repository

2. Research Grant Application

3. Blended Time/Space Scheduling

4. Mobility (@home/@school)

Search & Access Support Services

Digital Wallet

Project Management

SupportServices

Learning Management

Services

OKI/OAIEnabled Services

InformationKnowledge

Services

Scheduling &Digital Resource

Management

Services & Resources

Service Providers

Learning Object Repository• Find/Search• Locate• Drop into course/package for

publication

Publishing

ManageProjects

Self-Help Services

SkillsEnhancement

Commerce

CollaborativeWork

DigitalLibrary

BlendedLearning

ScholarlyPublishing

DynamicUniversityCalendar

JIT Personalized

Guidance/Advice


Digital Wallet

Project Management

SupportServices

Learning Management

Services



Services


Management


Service Providers

Publishing

ManageProjects

Self-Help Services

SkillsEnhancement

Commerce

CollaborativeWork

DigitalLibrary

BlendedLearning

ScholarlyPublishing

DynamicUniversityCalendar

JIT Personalized

Guidance/Advice

Research Grant Application• Application forms/documentation• Share documents• Approval• Project management, calendaring,

resource scheduling


Digital Wallet

Project Management

SupportServices

Learning Management

Services



Services


Management


Service Providers

Publishing

ManageProjects

Self-Help Services

SkillsEnhancement

Commerce

CollaborativeWork

DigitalLibrary

BlendedLearning

ScholarlyPublishing

DynamicUniversityCalendarJIT

PersonalizedGuidance/Advice

Course Time/Space Scheduling• Course scheduled in calendar• Populate with learning aids• Room/resource booking• Personal & Corporate


Digital Wallet

Project Management

SupportServices

Learning Management

Services



Services


Management


Service Providers

Publishing

ManageProjects

Self-Help Services

SkillsEnhancement

Commerce

CollaborativeWork

DigitalLibrary

BlendedLearning

ScholarlyPublishing

DynamicUniversityCalendarJIT

PersonalizedGuidance/Advice

Mobility• Synchronization• Versioning• Collaboration• Access to services by any

standard device


Shared Services & Activities Supporting Scenarios

Activities Services

TypeScenarios

Activities#1 #2 #3 #4

Publishing X X XManage Projects X X XSelf-Help Services X XSkills Enhancement X XCommerce X XCollaborattive Work X X X

Digital Library X X X XJIT Personalized Guidance & Advice

X X

Dynamic University Calendar X XBlended Learning X XOpen Scholarly Publishing X X

2 5 9 11

Ba

se

Ac

tiv

itie

sE

nh

an

ce

d

Ac

tiv

itie

s

TypeScenarios

Service Descriptions#1 #2 #3 #4

Information & Knowledge Services

X X X X

Scheduling & Digital Resource Services

X X X

Learning Management Services X X X

OKI/OAI Enabled Services X X X XDigital Wallet X XProject Management Support Services

X X


X X X

4 5 5 7

Un

ive

rsit

y S

ha

red

Se

rvic

es

SCENARIOS:

1. Learning Object Repository

2. Research Grant Application

3. Blended Time/Space Scheduling

4. Mobility (@home/@school)


Proposed Initiatives- Enhanced Activities

• Just-in-time Personalized Guidance & Advice

• Dynamic University Calendar

• Blended Learning

• Digital Library

• Open Scholarly Publishing

JIT P

ers

on

alize

d

Gu

idan

ce &

Ad

vic

e

Op

en

Sch

ola

rly

Pu

blis

hin

g

Dyn

am

ic U

niv

ers

ity

Cale

nd

ar

Ble

nd

ed

Learn

ing

ENHANCED ActivitiesD

igita

l Lib

rary


Proposed Initiatives – Shared Services Model

ContentManagemen

t

ContentManagemen

t

Single Sign-On

Single Sign-On

Data Storage

Data Storage

ProcessManageme

nt

ProcessManageme

nt

DirectoryDirectory

ReportingReporting

SearchSearch

Application

Integration

Application

Integration

KnowledgeManageme

nt

KnowledgeManageme

nt

UniversalServices

Base Services

Base Services

NavigationNavigation External

Content

External Content

Corporate Branding

Corporate Branding

RolePersonalizati

on

RolePersonalizati

onCollaboratio

n

Collaboration

Portal Services

Shared Services

Shared Services



University Shared Services

Pu

blis

hin

g

Self-H

elp

S

erv

ices

Com

merc

e

Skills

En

han

cem

en

t

Colla

bora

tive

Work

BASE Activities

Information &

Knowledge

Services

Information &

Knowledge

Services

Learning Manageme

ntServices

Learning Manageme

ntServices

Search & Access

Support Services

Search & Access

Support Services

Scheduling &


Scheduling &


Digital Wallet

Digital Wallet





Man

ag

e P

roje

cts

JIT P

ers

on

alize

d

Gu

idan

ce &

A

dvic

e

Op

en

Sch

ola

rly

Pu

blis

hin

g

Dyn

am

ic U

niv

ers

ity

Cale

nd

ar

Ble

nd

ed

Learn

ing

ENHANCED Activities

Dig

ital L

ibra

ry

1704/18/23 Adaptive Infrastructure Reference Architecture

What are the Guiding Principles?

• Ubiquitous Access

• User Centric

• Anywhere, Anytime

• Confidentiality

• Dynamic Personalities

• Self Publishing

• Information Aggregation

• Single Pathway

• Resource Monitoring

• Common Purpose

• Integrated Student Support

• Balance Use Choice & Pedagogical Goals

• Traditional Service Support

• Library Leadership Role

• Extended Information Assets

• Scholarly Publishing

• Digital First

• Content Management

• Packaging Asynchronously Supports Metadata Use

• Quality & Validity

• Efficient Re-Use

• Facilitated Content Creation

• Campus-Wide Governance

• Keeping in Touch

• Process Management

• Piloting Services

• Integrated Entrance

• Central Directory

• Browsers Standards

• Metadata Standards

• Search Standards

• Database Standards

• Technologies


Proposed Actions

Deliver Base Services

Establish Services Framework

Ongoing Actions Phase

Deliver Custom Services

Management & Architecture

• Integrated Architecture

• Integrated Planning

• Integrated Prototyping, Pilot & Implementation

• Integrated Deployment & Continued Implementation

• Integrated Support, Review, Evaluate, & Revise

• Integrated Enhanced Activities Services


Road Map (Gameplan) Goals

Financial (2) Customer Service (14)

Process (21) Innovation (3)• Focus on continual

improvement on the Information Management Lifecycle

• User-driven processes• Service Management

(Levels, Repeatability,Quality)

• Usefulness• Appropriateness• Trust• Quality• Enhancing sense of

community• Responsiveness• User-Centeredness• Ease of use• Learner-Centeredness

• Cost Efficiency• Cost Effective• Do not rob Peter to pay

Paul

• Catalyst for development of knowledge

• Decentralize quality control

• Focus on an alternative to publishing externally


Long term implications

Implementation Implications

• Campus-wide governance

• Keeping in touch (user needs)

• Process/Service management

• Piloting Services

• Integration (single point of entry)

Expected Benefits• Broadened access• Improve the creation &

dissemination of scholarly communication

• Enabled integration• More resources• Better product or result• Collaboration is encouraged• Manage information overload• Respecting diversity of users

needs & rights• Meeting service obligations

of University• Create & re-use• Support the academic

mission


Implementation Roadmap

Time

Value

Current State

Point Solutions

Base

Future State

EnterpriseArchitectu

re

SharedServices

EnhancedServices

Integrated LearningEnvironment

OpenStra

tegic

Tactical

Portal


Governance Framework

Strategic Policy/ Governance

Steering Committee

Operational Business UnitsCap Cap Cap CapProject Management

Project B

Project C

Project D

Project A

CoordinateSub-contractor managementDeliveryLogisticsInstallVerifySLAPerformanceChangeRiskMAC

Sub-Contract Resources

Delivery Fulfillment and Sub-contractor Management

Policy and Strategy Alignment

Program Management Office

StrategicVisioning

&PlanningService


Implementation Recommendations

1. Implement Enterprise Portal based on the initial requirements as well as those developed from the Enterprise Architecture Framework.

2. Build the case for change by performing an Enterprise Architecture Assessment focusing on Governance, Services Management and Technology Infrastructure required to support the over time.

3. Establish a University-wide Program Management Office (PMO) to govern the process of evolution of using the guiding principles as an aid to the decision making framework as well as addressing the Strategic Governing actions.


Lessons Learned (Critical Success Factors)

•Senior level Commitment ($, People, Leadership)

•Wide spread involvement and backgrounds

•Turf, Turf, Turf … Vision, Vision, Vision (shared)

•Emerging Open Source vs. Commercial Product• Portals (http://www.uPortal.org)

• Digital Library (http://www.dspace.org)

• Search & Access (http://www.simili.org)

•Focus on services first, enabling technology second


Over to you …

What lessons are there here

that you can take away and modify?

University of Guelph Library Integrated Learning Environment Project

Technological Change & Organizational

Change: Positioning the Library on Campus

Michael Ridley, UoGArthur Kamp, HP

January 30th, 2004


Strategic Visioning & Planning Process

Strategic Visioning &

Planning Process

3.Buildthe

Vision

8. Next Steps

4.Identify

Domains ofInterest

5.Create

Solution Concept

1. Prepar

e

7. Consolidat

eThe

Results

2.IdentifyChange

Drivers & Goals

6.Develop GamePlan

Purpose:1. Build Vision for ILE2. Develop Gameplan with

Actions & Goals3. Build Consensus

Expected Outcomes:1. Framework for making decisions2. Fit-for-purpose Enterprise Solution

Architecture3. Stakeholder participation and

agreement4. Recommendations for proceeding5. Identification of short term,

medium and long term requirements

Deliverables:1. EAF Repository2. EAF Presentation3. Vision4. Gameplan5. Guiding Principles6. Solution Concept7. Actions & Goals


Building the Gameplan

Ongoing Phase I Phase II Phase IIIUoG

Partners

Suppliers

Students

Strategic Strategic Strategic Strategic

Tactical Tactical Tactical Tactical

Service Service Service Service

TechnicalTechnicalTechnicalTechnical

FinancialCustomer

Process

Innovation

Actions GoalsStrategic Governance Actions Financial Performance Goals

Tactical Governance Actions Customer Service Goals

Service Management Actions Process Improvement Goals

Technical Infrastructure Actions Innovation Goals

university of guelph library integrated learning environment project technological change &...

Documents

learning information

learning research experience

digital environment

connected system collaboration

resources funding

personalization provisioning

realtime data

rolebased access