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Presentation on the OLE Project to the College & University Libraries Section, Kansas Library Association, Lawrence, KS, Oct. 24 2008
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`THE OPEN LIBRARY ENVIRONMENT PROJECT:
RECONCEPTUALIZING TECHNOLOGY FOR
MODERN LIBRARY WORKFLOWS
KLA / CULS Fall Conference October 24, 2008
Mary RoachAssociate Dean, Technical ServicesUniversity of Kansas
Beth Forrest WarnerOfficer for Grants, Research
Support & Library Assessment,University of Kansas
Today’s ILS Environment
Does not fit modern scholarly processWorkflows designed to manage collections based on
outdated assumptionsCollections changing more rapidly that systems:
Data Mass digitization
Result? Dissatisfaction with current systems
Tomorrow’s ILS Environment?
Libraries want a system that is: Flexible Agile Customizable Able to address the challenging and changing complex needs
of modern academic / institutional libraries Responsive to new technologies and to scholars’ information
needs and expectations Community Open Source-based
Current open source projects do address some aspects of current ILS limitations Great place to start, but it is time for a somewhat different approach
Time to completely rethink current approach & functionality for today’s academic library management system
Can build on, and expand from, current systems Apply Service Oriented Architecture (SOA) principles for flexibility,
agility, interoperability Apply Business Process Modeling to identify and standardize basic
core processes Place more focus on integration with other enterprise systems
Hasn’t This Problem Been Solved?!
How Do We Achieve That?
Convene the academic library community to design an open, reconceptualized library management system to meet today’s – and tomorrow’s – information management needs
Secure project fundingIdentify project participantsCreate design specificationsDevelop new system
Solicitation of interest – last spring Over 100 academic libraries – large & small, public & private,
and other national / large research & archives responded positively
Core group selected to submit proposal to The Andrew W. Mellon Foundation Proposal funded for $495,700
1-year project Design phase 6 Core Partners 10 Advisory Participants Timeframe – Sept to July 2009
Project Beginnings
Core Partners Advisory
Duke University Columbia Univ.
Lehigh University Orbis Cascade Cons.
Library & Archives Canada
Rutgers Univ.
National Library of Australia
Univ of Chicago
University of Kansas Univ of Florida
University of Pennsylvania
Univ of Maryland
Marshall Breeding Whittier College
Base design on Service Oriented Architecture principles Training with SOA expert consultant Goal: Design higher-level workflows for major library operations
Use Business Process Modeling principles to analyze processes Training with BPM expert consultant Goal: Standardized methodology to describe library business processes to inform
workflow development Gather community input to inform system design
Webcasts, website for comments Regional BPM meetings to gather process input
Working meetings of partners to: Conduct workflow analysis Produce business process specifications
Produce design document to inform development Draft for community comment late spring 2009 Final design document and report to Mellon Foundation in July 2009
Begin working on proposal to Mellon Foundation for build phase
What Will We Do?
SOA = Service Oriented ArchitectureDesign approach
Independent software pieces Pieces can be interchanged or repurposed more easily Pieces can be combined to create new services or systems Business experts and IT experts work together
SOA Process Create high-level map of how the business should work Deconstruct workflows Define reusable services Recombine services into a system that meets our requirements
Think Legos™!
What Is SOA??
Before & After SOA
BPM = Business Process ModelingDesign approachBPM process
What needs to be done How to do it Separate from the systems and services that do the work Mid-level detail As-Is vs. To-Be process definitions
Synergistic with SOA
What is BPM??
Flexible, adaptable, and community-developed software framework for managing libraries that support research, teaching, and higher learning Seeks to improve how ILS software serves library mission Transforms support for core business processes to address evolving
practices Software development & governance are community-based Focuses on better integration of ILS functionality into institutional
cyber infrastructure Complements human interactions, reducing repetitive tasks, freeing
staff to focus on higher value support to researchers & scholars Scalable support for high levels of service & low incremental cost
Scope Statement: Vision
Supports wide range of resources, accessed by wide range of customers, in a variety of contexts
Provides structures for extending & adding new types of resources, customers, and contexts
Designed, built, owned, and governed by and for the library community on an open-source licensing basis
Developed using SOA methods in a modular and technology-neutral framework that ensures interoperability of library business systems with variety of solutions to avoid risk of single-vendor dependencies
Scope: Principles
Designed to adapt to & integrate with other enterprise systems such as research support, student information, HR, repositories, etc.
Provides modular application infrastructure that integrates with new & existing academic and research technologies and business processes for current and future business needs of the community
Creates reliable & robust framework for identification, documentation, innovation, development, maintenance, and review of software necessary to furthering mission & operation of libraries
Scope: Principles (cont.)
Design of a reference implementation that support basic functionality of legacy ILS products
Support functions beyond existing ILS coreExpect functional scope to expand and evolve –
OLE broadens current notion of ILS to incorporate / support additional functions such as: Manage intellectual property and rights Build and maintain content repositories Link content with learning management systems Facilitate authentication & authorization Integrate with institution-wide financial services
Scope: Business Processes
System architecture definitionService Oriented Architecture design will be usedService contract specification that enables
development by larger community without restriction to original developers
Data models & possible standards implied by SOA; replication of mature & interoperable functionality
Scope: Architecture & Data Models
Capacities to migrate legacy library dataSchematic framework enabling integration and
interoperability with campus, institutional, or national systems with respect to range of enterprise functions
Support for consortial applications of OLE softwareFacilitation of inter-institutional cooperative programsIntegration with external data services such as
OCLC, ILL services, resource vendors, etc.
Scope: Integration & Interoperability
Develop a generalized, extensible concept of a resource that represents variety of entities, both physical & virtual
Development of logical requirements that support role-based actions and responsibilities
Support business logic needed for interoperabilityManagement of security relationships between systems
to ensure stability & data integrityData governance & security to support individual privacySupport federated authentication / authorization
technology
Scope: Data Governance & Security
Support for variety of user and administrative interfaces
Reference implementation will conform to community developed specification for interoperability
Services will be configurable to accommodate community, disciplinary, and format-specific taxonomies
Scope: Discovery & User Experience
Beginning to outline basic functions and processes that will be supported
Will need community input and interaction to fully define and develop these functions
Scope: Basic ILS Functions
OLE Project Activities & Plans
Weekly conference calls for Core & Advisory PartnersFirst in-person meeting held at Duke University
Training in SOA principles and approaches Scope document refinement Community participation planning
First open Webcast held2nd in-person meeting scheduled for Nov. 6-8 at Rutgers
University Training on Business Process Modeling (BPM) methodologies
Regional meetings to gather input on business processes (Nov./Dec.)
Additional SOA training & open webcasts plannedDraft report out for general comment & review late next springReport / design document due in July 2009
What happens once we have a design document?Starting to gather information on institutions
interested in participating in a build phaseWill begin working on proposal to Mellon Foundation
for build phase funding this winterIntent is to have proposal for build phase to Mellon
Foundation next summer
OLE Project Activities & Plans
OLE Project is dependent on active participation by as many libraries as possible to reflect full range of ideas
Stay current on project developments via the project website (oleproject.org)
Provide feedback on documents and reportsParticipate in webcastsConsider becoming an active partner for the build phaseParticipate in regional project meetings
KU is planning a business process meeting in late Nov/early Dec. – watch for announcement with details soon!
Getting Involved
Questions or Comments??
oleproject.org
Mary RoachAssoc. Dean, Technical ServicesUniversity of [email protected]
Beth Forrest WarnerOfficer for Grants, Research
Support & Library Assessment,University of [email protected]