SCONUL: Kuali OLE Briefing · Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul Joint Kuali OLE / JISC project Mellon Foundation funded for June 2012-November 2013 Community-managed

Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

SCONUL: Kuali OLE Briefing

Robert H. McDonald

Associate Dean for Library Technologies Deputy Director Data to Insight Center

Indiana University

http://wiffiti.com/boards/3431


Kuali OLE Slides and HashTags

http://slidesha.re/Rxprbc

#kualiole #sconul


A Brief History of Kuali OLE

Our Relationship with the Kuali Foundation

Kuali OLE Milestones

Kuali OLE Release/Implementation Roadmap

Kuali OLE and GOKb

Kuali OLE Technology Impacts

Kuali OLE and Global Partners

Presentation Outline


2008-2009 Mellon Funded OLE Project Investigation

2009 Formed OLE Build Partnership of 8 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


Community Architecture Process

Research, Evaluation, Selection

Kuali Rice, Kuali KFS, Apache Jackrabbit, Apache Solar

Functional Scope & Description

Select and Acquire, Describe, Deliver, and Relationship

Changing Environment

& Risks

Kuali OLE Technical Architecture

McDonald, R.H. and M. Winkler. The Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced Library Management System, Educause Annual Conference 2012, Denver, CO, November 2012.


Typical Kuali Project Stages

Common Need

Discussion Incubation Build Enhance/Maintain

What?

Who?

When?

Investors

Scope

Plan

Timeline

Board

Functional Council

Technical Team

Expand?

Sustain

Integrate

Wheeler, B. Kuali 101: Explaining the Economics, Operations, and Strategy of Kuali for Higher Education, Kuali Days 2012, Austin, TX, October 2012.


Kuali Foundation


Kuali Foundation


Functionality & Scope

Coordination

Development Subject Matter Experts

Kuali OLE Organization Kuali OLE Organization

Vision & Resources Kuali OLE Board

Functional Council

Project Manager

Select & Acquire

Describe Deliver

System Integration

Communications

HTC Coordinator

HTC Global Resources

Core Team

Consultants


Kuali OLE Partners


Kuali OLE Detailed Roadmap


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 (Kuali OLE 0.6)

Develop Year 2 Roadmap (November 2011-April 2012)

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

In addition to our Amazon cloud test-drive version of Kuali OLE 0.6 University of Chicago now has a local installation on a virtual machine sandbox for testing Will load full bibliographic records for U Chicago in December 2012

Kuali OLE Milestones


Kuali OLE Version 0.8 - (Q2 2013) KRAD Integration with: Bibliographic Editor Instance Editor in KRAD Licensing Editor KRAD Integration with KFS 5.0 Data Loaders for Alpha Testing

Early Adopters will use this to get ready for production readiness

Kuali OLE Version 1.0 - (Q4 2013) Production Ready Version (Beta) Cloud Hosting Scenarios Final integration with full RICE 2.0 and KFS 5.0

Kuali OLE Upcoming Releases


GOKb will be a freely available data repository that will contain key publication information about electronic resources as it is represented within the supply chain from content publishers to suppliers to libraries.


Joint Kuali OLE / JISC project

Mellon Foundation funded for June 2012-November 2013

Community-managed knowledgebase

Global-Level Descriptive data about e-resources for library management

Designed to be open to all, but targeted to integrate with Kuali OLE and JISC’s Knowledgebase Plus

Global Open Knowledgebase (GOKb)


Coordination of data model with JISC KB+ - May 2012

Select a “Bill of Materials” model for the logical data model – Jul 2012

Elected to further develop JISC KB+ Data Explorer as interface for operators – Aug 2012

Determine that data cleansing should be accomplished with a rules-based approach – Oct 2012

Investigated rules engines and selected Google Refine – Nov 2012

November 2012 Phase 1 Code Review

Deliver first software release to SMEs – Dec 2012 Data Explorer (KB+) Google Refine

Instantiate GOKb server framework in JISC and Kuali OLE infrastructure – Jan 2013

Phase 2 of software delivery – Apr 2013

Project in production for JISC KB+ and Kuali OLE communities – Jun 2013

GOKb Milestones


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


Library Services Platforms

Intota

Breeding, M. (2012). Automation Marketplace 2012: Agents of Change, The Digital Shift, http://bit.ly/YJy1UD


Compared to other NextGen Library Systems (Library Services Platforms) Shared Implementation Community with Academic Libraries Shared vendor (services-based profit center) community with

Kuali Commercial Affiliates Not possible with proprietary software

Commercial and Possible Shared Hosting Local Cloud Hosted Cloud Cloud Support vs Application Support

Shared expertise in integrations with other HigherEd information systems Shared ERM in GOKb Can other systems enable workflow and queues for all of your

siloed systems? Kuali OLE can and does this now!

How Does OLE Compare?


Flexible Implementations

KFS DB DocStore

Patron Entities

KOLE DocStore

API

KOLE Finance API

Rice KIM Services

IdM Integration

API

KOLE Discovery

API

Local Rice Instance

ERP Integration

API

Bib Utility Integration

API

Discovery & Sharing Systems

Bibliographic Utilities

Agency ERP Agency

IdMs

KFS DB DocStore

Patron Entities

KOLE DocStore

API

KOLE Finance API

Rice KIM Services

IdM Integration

API

KOLE Discovery

API

Local Rice Instance

ERP Integration

API


API



Agency ERP Agency

IdMs

KFS DB DocStore

Patron Entities

KOLE DocStore

API

KOLE Finance API

Rice KIM Services

IdM Integration

API

KOLE Discovery

API

Local Rice Instance

ERP Integration

API


API



Agency ERP Agency

IdMs

Stand Alone Kuali OLE Systems Multiple standalone Kuali OLE systems with independent descriptive, financial, and identity data stores. Coordination and integration at discovery layer.


Flexible Implementations

DocStore

KOLE DocStore API

KOLE Finance API

Rice KIM Services

KOLE Discovery API


API



Shared Rice Instance


API



API


KFS DB

ERP Integration

API

Agency ERP

ERP Integration

API

Agency ERP

ERP Integration

API

Agency ERP

Patron Entities

IdM Integration

API

Agency IdMs

IdM Integration

API

Agency IdMs

IdM Integration

API

Agency IdMs

Shared Bib and Shared Financials with Consortial Financials and Middleware Multiple standalone Kuali OLE systems with shared financial core. Accounting practice keeps Partner information separate. Descriptive records are shared in a single document store. Instance documents manage individual instances of materials. Patron entities are federated or cascaded through KIM to share patron roles across the partnership as in Option 3 or 4. Coordination and integration at discovery layer.


Kuali EcoSystem

Software Producers

Software Consumers

Open Licensing

Commercial Support

Wheeler, B. Kuali 101: Explaining the Economics, Operations, and Strategy of Kuali for Higher Education, Kuali Days 2012, Austin, TX, October 2012.


Kuali Commercial Affiliates


SERVICES PLATFORM CLOUD LOCK-IN


GLOBAL PARTNERSHIPS


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!

Documents

SCONUL: Kuali OLE Briefing · Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul Joint Kuali OLE / JISC project Mellon Foundation funded for June 2012-November 2013 Community-managed