Bloomsbury LMS:
Project success factors
Sharon Penfold, BLMS Project Manager
Andrew Preater, Associate Director, Senate House Libraries
Vision
• 21st Century Library Management System
• Flagship shared service model
Goals
• Interoperability
• Shared user access to resources
• Open source theme
Starting point
Decision making processStage Status Due
Vision and goals Complete June
As is Complete June
Horizon scanning Complete July
Strategy review Complete July
Functional specification Complete September
Options analysis Complete September
Decision in principle Complete October
Financial, legal and commercial Underway January 2013
Technology roadmap Underway January 2013
Kuali OLE project planning Underway January 2013
Kuali OLE development In planning 2013-2014
Vision• 21st Century Library Management System• Flagship shared service model Goals
• Interoperability• Shared user access to resources• Open source theme
Reference point 1Measures of achievement
Millennium
Sentryaccess control
Adlib archives
Agresso
Pcounter printing/ copying
Online card catalogue
Encore catalogue
Wireless authentication
Sharon Penfold, v2, 29/06/12
3M self service
Badgemaker card printing
Reference point 2Existing systems x 6
Reference point 3Landscape
Innovation
Re-engineering
Migration
Safety
SOLUTIONS
PROCESS
2
1 3
4
SOAS1
BB2
LSHTM
IoE
SH
RVC1
RVC2
SOAS2BB1
Reference point 4Risk appetite
SIMPLE COMPLEX
RVC
BB
LSHTM
IoE
SH
SOAS
In house collaboratio
n
Demand aggregation
Shared services
Purchasing power Common platformConverged processes
Reference point 5Consortium spectrum
The benefits:
Ownership of the process and output by each consortium partner
Cultural change through engagement of library staff as subject experts
Change agents (aka Systems Librarians) Shared process understanding Single view of the truth of the BLMS Testing strategy and sign-off mechanism
Reference point 6Specification
Reference point 7The enterprise context
Estates/security 3M Sentry access control
G4 ESI
Finance Agresso BluQube
HR Northgate
Student records SITS UnitE SIS
Web Drupal
IT support Phoenix
1. Consortium
◦ Kuali, Chicago & commercial partners
◦ Ex Libris cloud
2. Go it alone
◦ Open source viable?
◦ Commercial low end – or high end with even stronger negotiation!
Options analysis – basic choices
Dependencies
Success-based planning
Work Packages
BAU focus
Collaboration
Implementationapproach
Politics
Governance
Money
LMS appreciation
Project challenges
Consortium strength
Project Executive Group leadership
Systems Librarians collaboration & ability
Agile project management & governance
Change management & communications
Enterprise systems context
Experienced IT project manager
BLMS success to date
Vision
Commitment
Energy
Agility
The right people
Technology to fit the purpose
Critical success factors in a box:- for the project
Over to Andrew
Critical success factors:- for the technology& more