Kuali OLE Overview at Charleston Conference 09

Duke University

Kuali OLE Overview

John LittleILS Support Section Head

[email protected]

Slides by Robert McDonald * [email protected]

Duke University

Agenda

• Open Library Environment Overview• Paths for NextGen ILS• Overview of Proposed Kuali OLE Build Plan

• Timeline• Partners• Mellon Funding• Governance

• Questions

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Open Library Environment (OLE)

• What is the OLE Project?• Community source alternative to current ILS• International participation from 15 libraries and

consortia• Planning phase: September ‘08 – July ‘09

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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

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OLE Principles

Flexibility Community Ownership Service Oriented Architecture Enterprise-Level Integration Efficiency Sustainability

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OLE Regional Design Workshops

Regional Design WorkshopsDid you or your staff attend a workshop?350+ people from 95 institutions!Who attended?

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OLE Final Report and Prospectus

• OLE Final Report

http://oleproject.org/final-ole-project-report/

• Prospectus for Interested Build Partners

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Legacy ILS

Legacy ILS Functionality

Circulation Acquisitions

Cataloging Serials

Staff Interfaces:

Public User Interface:

Data Stores:

Functionalmodules:

Vendor Based ePurchasing

Vendor Based Metadata Enhancement

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Legacy ILS +

Legacy ILS Functionality

+eContentModule

+Advanced DiscoveryInterface

FederatedSearch/

AdvancedDiscovery

FederatedSearch/

AdvancedDiscovery

OpenURLLinking

OpenURLLinking

Electronic Resource

Mgmt.System

Electronic Resource

Mgmt.System

Unified Workflow Interface for Staff

Learning Mgmt./Campus Portal FeedsProxy/VPN for eContent Access

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NextGen ILS

Raw MARC data

exports and reformats MARC from ILS

Flat text files

Parse text files

Indices

Web 2.0

Engine

User Interface

HTTP

HTTP

NextGen Search System/Faceted Search

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Kuali OLE 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• Management of Electronic Resources Services

– Leased eContent– Owned eContent

• Peer Resource Sharing Services– Sharing content – peer to peer– Sharing workflow – consortial

• Acquisitions Services– Will be the same as MER– Will add EDI/Direct MER

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Kuali OLE Build Plan

• Two Year TimelineYear 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 current ILS to be turned off

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Build Plan Recommendations

• Governance – Kuali Foundation• Service Oriented Architecture Framework/Java• Use Existing Middleware – Kuali Rice• Use Existing Discovery Interfaces

• VueFind• Blacklight• WorldCat Local

• Offshore Coding – Kuali Coeus and Sophie

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Open Discovery for Many Discovery Systems

Blacklight Example at UVa

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Kuali OLE Build Partnership

• Indiana University (Lead School Kuali OLE)• Florida Consortium (FC) (University of Florida Lead)• Lehigh University• Triangle Research Libraries Network

• Duke University• North Carolina State University

• University of Chicago• University of Maryland• University of Michigan• University of Pennsylvania

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Florida Consortium

• University of Florida (Lead School Florida Consortium)

Florida State UniversityFlorida Center for Library AutomationNew CollegeUniversity of Central FloridaUniversity of South Florida Florida International UniversityRollins CollegeUniversity of Miami

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Kuali OLE Collaborations

• Kuali Foundation – representation on foundation and rice boards and technical groups.

• Fluid Project – Fluid will be a joint partner in the interface design for the end-user of Kuali OLE.

• CollectionSpace – CollectionSpace will share knowledge about each other’s project as well as representatives to technical and functional councils.

• NISO ERMI Working Group – Kuali OLE will have a representative to this group.

• Astea Solutions – Consultants on software coding development.

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Duke University

Kuali OLE Governance

Kuali OLEBoard

Functional Council

Technical Council

ProjectManager

Kuali Foundation

Kuali Rice

Duke University

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Duke University

Library ERP

KNS/KSB KNS/KSBAcq P2P ER HR FIN PCH

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Duke University

Questions and DiscussionKuali Open Library Environment (OLE)