The Open Library Environment Project (OLE Project): Building an ILS for Service Oriented Architecture Integration. Sponsored by LITA Emerging Interest Group for ALA 2009 Chicago.

1. July 11, 2009 ALA Annual Conference Chicago, IL The Open Library Environment Project: Building an ILS for Service Oriented Architecture Integration Robert H. McDonald Indiana University Beth Forrest-Warner University of Kansas Carlen Ruschoff University of Maryland John Little Duke University ALA Annual Conference Chicago, IL

2. Tweet our Session Follow OLE on twitter @oleproject Tags #ala09 #ala2009 #lita #etig #oleproject #totebag - snarky ALA Annual Conference Chicago, IL July 11, 2009

3. Poll Anywhere 3 Ways to Poll Text a code to 99503 = sms txt 99503 “code” Tweet a code to @poll = @poll “code” Go to http://poll4.com = enter “code” ALA Annual Conference Chicago, IL July 11, 2009

4. Poll #1 In ten years, if it isn’t digital, it will be invisible. Text a code to 99503 = sms txt 99503 “code” Tweet a code to @poll = @poll “code” Go to http://poll4.com = enter “code” http://www.polleverywhere.com/multiple_choice_polls/LTMxODY4ODk2NQ ALA Annual Conference Chicago, IL July 11, 2009

5. OLE and Mellon OLE has been funded by the OLE partners and the Andrew W Mellon Foundation’s Research in Information Technology Program Technology that benefits one or more of the constituencies traditionally served by the Foundation. Technology that benefits multiple institutions. Technology that can realistically be developed by the grantee within the proposed timeframe and budget. Technology that provides a significant cost savings. Compelling, demonstrable technology for which funding is required to create fully shareable versions, expanded features, or improved reliability. Technology for which intellectual property rights are available. Technology for which there is a credible support and self-sufficiency plan. Technology whose value can be objectively assessed. ALA Annual Conference Chicago, IL July 11, 2009

6. Overview What is OLE and What Has OLE Been Doing for 12 Months? Community Source Software and Governance! Enterprise Level Management for Libraries! OLE Future Directions! Questions! ALA Annual Conference Chicago, IL July 11, 2009

8. Community source alternative to current ILS

9. International participation from libraries and consortia

10. 100+ institutions, 350+ individuals, 10+ regional workshops, multiple webcasts and presentations

11. Planning phase: September ‘08 – July ‘09July 11, 2009 ALA Annual Conference Chicago, IL ALA Annual Conference Chicago, IL

12. Why OLE Now? Our current library business technologies cost too much and deliver too little. We need to rethink our services and workflows, and to use technology that enables innovation rather than locking us into the status quo. July 11, 2009 ALA Annual Conference Chicago, IL

13. Our Institutions Change July 11, 2009 ALA Annual Conference Chicago, IL Enterprise financial systems Enterprise identity management systems Course management systems Leverage local systems Collaborative Systems ILS – More & Less More external integration and collaboration Less internal, one-size-fits-all integration

14. Our Users are Changing Library technology systems have not kept pace with changing users and a changing information environment.

15. Scenario July 11, 2009 ALA Annual Conference Chicago, IL Economist researcher OLE Campus Manages locations Manages resource subscriptions Integrated into Course/Learning Mgt. System Accounting Identity (Student / HR) Consortia

16. Scenario July 11, 2009 ALA Annual Conference Chicago, IL Professor uses one of many access portals OLE behind the scenes Discovery enables access to full-text from various remote and nearby locales Routing of physical materials enabled by OLE On-demand purchases approved by patron

17. Scenario July 11, 2009 ALA Annual Conference Chicago, IL Payment options Delays noted (Recall, purchase, delivery)

18. Scenario July 11, 2009 ALA Annual Conference Chicago, IL GPS-enabled Original Search and mapping combined to highlight locale of like resources OLE notes event-driven resource use for recommender services Supports markup and social networking Mashups

20. Community Ownership

21. Service Oriented Architecture

22. Enterprise-Level Integration

23. Efficiency

24. SustainabilityWhich of these do you see as being critical for the future of your library? July 11, 2009 ALA Annual Conference Chicago, IL

25. Poll #2 Which of these do you see as being critical to the future of your library? http://www.polleverywhere.com/multiple_choice_polls/MzU5OTI3ODQz ALA Annual Conference Chicago, IL July 11, 2009

27. Did you or your staff attend a workshop?

28. 350+ people from 100+ institutions!

29. Who attended?July 11, 2009 ALA Annual Conference Chicago, IL

31. Webinars

32. Community information sharing

33. Review information on the project website, oleproject.orgJuly 11, 2009 ALA Annual Conference Chicago, IL

35. Vision

36. Principles

37. Functional Scope

38. Architecture

39. GovernanceJuly 11, 2009 ALA Annual Conference Chicago, IL

41. OLE will provide services that will help academic & research institutions accomplish their core mission by improving the library’s ability to deliver its content and services throughout the institution’s activities.

42. OLE provides a transformative opportunity to the institution through its support of a more collaborative approach to research, teaching and learning.

43. OLE will enable libraries to be more of a component with the enterprise infrastructure raising the relevance of libraries to the organization’s mission

44. Libraries are core to the research institution.

45. Adopting a model of community-source software development and a technology infrastructure based on service orientation is, in itself, a strategic innovation for libraries and universities.July 11, 2009 ALA Annual Conference Chicago, IL

47. Business workflows at peer libraries are more similar than they are different.

48. Libraries need to be able to leverage a dynamic information environment to support the research and educational mission of their institutions

49. Digital formats will dominate our business processes.

50. Collaborative and consortial activity is increasingly as important to libraries as work at local institutions.

51. Library business processes will increasingly involve interactions with external service providers and consumers.July 11, 2009 ALA Annual Conference Chicago, IL

53. Community Source

55. Growing need for library systems to interact with other enterprise systems

56. Vendor consolidation constrains choices

57. Libraries need to control their own destiniesJuly 11, 2009 ALA Annual Conference Chicago, IL

58. Current Academic ILS Market Ex Libris/Endeavor - 1465 Voyager - 862 Aleph 500 – 603 Innovative Interfaces - 1163 Millennium – 1163 SirsiDynix - 1076 Unicorn - 740 Horizon/Symphony – 336 ALA Annual Conference Chicago, IL July 11, 2009

59. ALA Annual Conference Chicago, IL July 11, 2009 Legacy ILS Functionality Public User Interface: Circulation Acquisitions Vendor Based ePurchasing Functional modules: Cataloging Serials Vendor Based Metadata Enhancement Data Stores: Staff Interfaces:

60. ALA Annual Conference Chicago, IL July 11, 2009 Current ILS Legacy ILS Functionality+eContentModule+Advanced DiscoveryInterface Learning Mgmt./Campus Portal Feeds Proxy/VPN for eContent Access Circulation Acquisitions OpenURL Linking Federated Search/ Advanced Discovery Electronic Resource Mgmt. System Cataloging Serials Unified Workflow Interface for Staff

61. ALA Annual Conference Chicago, IL July 11, 2009 SOA Models for ILS? Composite Applications Reusable Business Services Rule Oriented Workflow Process Data Stores:

62. Community Source Projects In traditional open source development the software code is made available for inspection and modification from the beginning of a project. In contrast to open source development, in so-called 'community source' projects, such as Sakai, Kuali or the Symbian Foundation, a consortium of institutions or commercial companies sign an agreement, by which they decide to contribute a certain amount of financial or human resources, and get in exchange exclusivity in influencing the development of the project during an initial closed stage. ALA Annual Conference Chicago, IL July 11, 2009 From JISC OSS Watch http://www.oss-watch.ac.uk/resources/communityvsopen.xml

63. ALA Annual Conference Chicago, IL July 11, 2009 Open Source Projects From - http://blogs.the451group.com/opensource

64. Community Source and OLE Community Source Projects Have sustainability over the course of the product development Invest in the community of practice for long-term support and development Fosters innovation and shared knowledge Coordinates institutional goals rather than individual goals of the community of practice Mitigates risk among peer institutions rather than in a single entity or vendor ALA Annual Conference Chicago, IL July 11, 2009

66. e.g. University of Michigan DLXS

67. e.g. LOCKSS

68. Community-based

69. More established: Sakai, Kuali

70. Emerging: DSpace, Fedora Commons

71. Try to join an existing organizational framework?

73. ALA Annual Conference Chicago, IL July 11, 2009 KUALI – Community Source

74. Kuali Foundation Kuali Financial Business Management System Kuali Student Student Management System Kuali Coeus Research Administration System Kuali Rice Middleware for SOA service bus integration ALA Annual Conference Chicago, IL July 11, 2009

75. More on Kuali Foundation Founded as non-profit in 2004 Colorado State University and San Joaquin Delta College currently running Kuali Financial Article The Next Open Source Movement – InsideHighered.com July 6, 2009 "I think it's (kuali) going to be good for the industry," he said. "It's going to force vendors to understand that institutions don't like vendor lock-in. You can't talk to an institution that enjoys being locked in and this will force all of us in the industry to really understand that.” Jack Kramer – Sr. VP SunGard Higher Education ALA Annual Conference Chicago, IL July 11, 2009

76. Further Readings on Kuali Kuali Foundation http://www.kuali.org Business Officer Magazine – May 2009 http://www.nacubo.org/Business_Officer_Magazine/Magazine_Archives/May_2009/ InsideHigherEd.com – July 2009 http://www.insidehighered.com/news/2009/07/06/kuali Open Source in Open Education – from Opening Up Education by Iiyoshi, Kumar, and Brown http://books.google.com/books?id=gWrHFmAYX5EC&pg=PA1&dq=opeingin+up+education&lr= ALA Annual Conference Chicago, IL July 11, 2009

77. Poll #4 Should library systems be better integrated with campus business & learning systems? http://www.polleverywhere.com/multiple_choice_polls/LTE5NTEyMjk2OTE ALA Annual Conference Chicago, IL July 11, 2009

80. ALA Annual Conference Chicago, IL July 11, 2009 Curating and Preserving Our Content 40

82. Campus identity management systems

83. Leverage both on-campus and externally (consortiums)

84. Better ability to work with trusted peers (ex. Shibboleth)

85. Campus HR and Student systems

86. Why copy faculty and student information into the ILS?

87. Campus financial & purchasing systems

88. Take advantage of existing vendor information, invoice management, bill paying, etc.

89. Course management & content repository systems

90. Leverage library investments through better integration of content, both purchased and created on campus, into courses

92. OLE: New Methods, New Models ALA Annual Conference Chicago, IL July 11, 2009 Defining New Functionality Redefining the Old

93. Poll #5 Has your campus implemented any form of SOA? http://www.polleverywhere.com/multiple_choice_polls/LTIxMDgxMzA1Mzc ALA Annual Conference Chicago, IL July 11, 2009

94. What is SOA? ALA Annual Conference Chicago, IL July 11, 2009 Service Oriented Architecture Service System capabilities that provide access to functions and data are appropriately exposed to other components (applications, devices, networks, etc.) Oriented Uses “open” interoperability protocols Architecture In its purest form, it’s the connection of systems (simple or complex)

95. SOA Video ALA Annual Conference Chicago, IL July 11, 2009

96. Poll #3 In your opinion, is SOA and the interoperability that it offers a good idea? http://www.polleverywhere.com/multiple_choice_polls/LTMwNTc1ODE4Mg ALA Annual Conference Chicago, IL July 11, 2009

98. Design approach

99. BPM process

100. What needs to be done

101. How to do it, in what order, and contingencies

102. Separate from the systems and services that do the work

103. Mid-level detail

105. Select Entity/Create Metadata 51

106. Select Entity/Deliver Resource 52

107. OLE Reference Model ALA Annual Conference Chicago, IL July 11, 2009

108. Poll #6 In five years, most enterprise systems will be run in the cloud. http://www.polleverywhere.com/multiple_choice_polls/LTYzNTcxMTIyMQ ALA Annual Conference Chicago, IL July 11, 2009

109. OLE: Next Steps Theory to Reality ALA Annual Conference Chicago, IL July 11, 2009

111. RICE Middleware

112. Kuali Nervous System (KNS)

113. Kuali System Bus (KSB)

114. Kuali Enterprise Workflow (KEW)

115. Kuali Enterprise Notification (KEN)

117. Existing Data Feeds

118. Open ERM Data

119. Shared Database Feeds

120. Existing Discovery Tools

121. WorldCat Local

122. LibraryFind

123. VuFind

124. Blacklight

126. Model – Kuali Coeus

127. Single Project Manager (MIT)

128. Kuali Coeus outsources code to India-based software development firm

130. Two Year Timeline

131. 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 CRM Unique service in this space Service to whole institution Track usage and needs of clients over time/looking for an LTR

133. Year 2 Deliverables

134. Integrations

135. EDI/local ERP

136. discovery interface (broker for multi-discovery use)

137. data migration services

138. registries and utilities

139. Orchestrations

140. define workflows to match relevant, local resource set

141. determine optimum dataflows including effort distribution and sharing

142. Functional Scope

143. meet the business needs of a research or academic library

145. ALA Annual Conference Chicago, IL July 11, 2009 Library as Enterprise App ERP Library PCH HR FIN ER Acq P2P KNS/KSB KNS/KSB Library as Academic Enterprise Partner

146. OLE Reference Model ALA Annual Conference Chicago, IL July 11, 2009

148. Want to share with others

149. Will setup individual discussion for interested parties

150. Actively Seeking Build Partners

152. Upcoming events/presentations

153. Project team meeting – May

154. Draft design document – June

155. Ongoing community input and feedback

157. Benefits of Participating Cost Savings Annual (35 – 90 percent for other CS projects) Migration costs remain the same or diminish somewhat Access to emerging technologies Use monetary resources in a productive and directly influential fashion Leverage ROI on campus for enterprise systems ALA Annual Conference Chicago, IL July 11, 2009

158. Benefits of Participation Secondary Exposure Staff enrichment Productivity Focus on culture of strategic innovations and innovative technologies ALA Annual Conference Chicago, IL July 11, 2009

159. Cost of Participation Cash Contribution HR Contribution Commitment to run some portion of the OLE software ALA Annual Conference Chicago, IL July 11, 2009

160. Cash Contributions $5.2 Million total partner contribution 7 partners - $185K / year 6 partners - $216K / year 5 partners - $260 / year Consortia Spread out the costs Spread out the influence ALA Annual Conference Chicago, IL July 11, 2009

161. Questions? ALA Annual Conference Chicago, IL July 11, 2009

162. ALA Annual Conference Chicago, IL July 11, 2009 Invest in Your Community? Thank you! Send comments or additional questions to robert@indiana.edu - john.little@duke.edu - rushoff@umd.edu - bwarner@ku.edu