Kuali OLE Community Ready Software for Your Library

Kuali OLE
Community Ready
Software for
Your Library!

ALA Annual 2012 | LITA: Open Source Systems Interest Group | 6.23.12

Robert H. McDonald
Executive Director-Kuali OLE

Follow us on Twitter @kualiole
Indiana University

Michael Winkler
Kuali OLE Sr. Advisor/GOKb
University of Pennsylvania

John Pillans
OLE Configuration Manager
Indiana University

http://

http://ole.kuali.org

Kuali OLE Breaking News!!!

Villanova University
Libraries
Join Kuali OLE!
Tweet it - #ala12 #kualiole
#vulibraries


Presentation Outline
 Kuali OLE History
 Kuali OLE Current Status
 Kuali OLE 0.6 Demo
 Kuali OLE Dev Process
 Kuali OLE Important Technology Aspects
 Kuali OLE and GOKb
 Kuali OLE Futures
 Kuali OLE Trivia


Kuali OLE Partners


Brief History of Kuali OLE
 2008-2009 Mellon Funded OLE Project Investigation
 2009 Formed OLE Build Partnership of 9 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


Kuali OLE Milestones
 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
 Develop Year 2 Roadmap (November 2011-April 2012)
 Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013)
 Overview of Current Milestones (Jan 2012)
 Educause LIVE January 2012 - http://net.educause.edu/live1202


Values of Membership in Kuali OLE
 Drive the product to meet the needs of your institution or
consortium
 Ownership of the software as a long-term (10 year)
investment
 Software that meets the enterprise needs of a research
library but that can work for all libraries in a cloud-based or
consortial environment
 Not just library-based clouds but all clouds
 Kuali Commerical Affiliates – Create an eco-system for
purchasing services (library management system) not
purchasing software
 Can completely replace current LMS at Kuali OLE 1.5


Kuali Foundation


Kuali OLE Organization
Vision & Resources
Kuali OLE Board

Management
Project Manager Project Management Functional Council

Coordination
HTC Coordinator Core Team Scope

Development Tiger Teams
Manage
HTC Global Describe Communications
Relationships
Resources HTC Consulting
Select & Acquire Deliver Implementation

Expertise Consultants
Subject Matter
Experts


Kuali OLE Partner Efforts

Example Core Team HTC
Partner (7.25 FTE) (23.25 FTE)
(1.65 FTE x 7)
Project Manger
Board 1.0 FTE Project Coordinator
0.05 FTE 1.0 FTE
Business Analysts
1.5 FTE

Functional Council Technical Architect Senior Developer
1.0 FTE 2.0 FTE
0.10 FTE
Quality Assurance
1.0 FTE
Off-shore Developer
Tiger Teams Intern 20 FTE
1.0 FTE 1.0 FTE

Consultants
1.25 FTE
SMEs (.50) Consultants
Kuali-provided 0.25 FTE
0.5 FTE


Kuali OLE Detailed Roadmap


Kuali OLE Service Layers – Version 0.3

Select & Acquire Descriptive Faceted
Requisition, Vendor Orders, Invoice Entry, Purchase Metadata Discovery
Order, Encumber Funds, Receive Item MARCXML, Dublin Core Solr Search & Faceting

Kuali Financial System Version 4.0 Apache Jackrabbit
Kuali OLE Core Financial Functions Kuali OLE Document Store

Kuali Rice 1.1
Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers


Kuali OLE Service Layers – Version 0.6
Document Editing & Workflow
MARC, Instance, ONIX-PL, & Associate
Documents

Faceted Discovery
Solr Search & Faceting

Descriptive Document Editor
Select & Acquire Patron Services
Pay Invoices, Budget and Fund Metadata Framework Patron Schema &
Accounting Instance Classification
Schema-driven Editors
Document, ONIX-PL

Kuali Financial System Apache KRAD Identity
New!
Version 5.0 Jackrabbit
Rapid Application Management
Development Dynamic Patron
Kuali OLE Core Financial Functions Kuali OLE Document Store Environment Management

Kuali Rice 2.0
New! Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers
Rapid Application Development, Service Registry, Rules Engine


Kuali OLE Upcoming Releases
 Kuali OLE Version 0.8 - 4th Quarter 2012
 KRAD Integration with:
 Bibliographic Editor
 Instance Editor in KRAD
 Licensing Editor KRAD
 Integration with KFS 5.0
 Data Loaders for Alpha Testing

 Kuali OLE Version 1.0 - 1st Quarter 2013
 Production Ready Version (Beta)
 Early Adopters will use this to get ready for production switch
 Cloud Hosting Scenarios
 Final integration with full RICE 2.0 and KFS 5.0


Global Open Knowledgebase (GOKb)
 http://gokb.org
 Joint Kuali OLE / JISC proposal to Mellon Foundation funded
for June 2012
 Community-managed knowledgebase of subscribed
resources (including e-Books)
 Global data (same for everyone)
 Local data (specific to your licenses)
 Focus on management, not on access
 Global-Level Descriptive data about subscribed resources for
library management
 From point of data creation to user access to evaluative use data
 Designed to be open to all, but targeted to integrate with
JISC’s KB+ project & with Kuali OLE


GOKb Key Deliverables

 Open KnowledgeBase using a standards-based
architecture, CC0 license

 Enhanced global data elements

 APIs to interact with data — emphasis on ingest and
maintenance

 Expose as linked data


Kuali OLE
GOKb Data


JISC KB+ Testbed
 HTC Global Services + JISC Collections + Kuali OLE
 7 Week Testing Phase for Kuali OLE Doc Store and KB+ Data (Spring
2012)
 Leveraged Kuali OLE Doc Store code from Kuali OLE
 BagIt Implementation from LC/Upenn
 Implemented Support for non-textual content such as MS
Office, PDFs, Docs, etc.
 Implemented BagIt for all Doc Store transactions (CRUD)
 Built HTTP API (4 Primary) for KB+ Doc Store Requirements
 Tested in JISC environment
 Built code back into Kuali OLE codebase


Year 2 Deliverables
Year One Deliverables
 Release OLE 0.6 (May 2012)
 Model Library w/Test Drive Version on Amazon Cloud
 OLE 0.6 Test-Drive (Amazon Cloud) - http://demo.ole.kuali.org
 OLE 0.6 Driver’s Manual -
https://wiki.kuali.org/display/OLE/OLE+0.6+Milestone+User+Documentation

 Release OLE 0.8 (October 2012)
 Open Version of Software with Data Loaders
 Partners/Evaluators can load their own data

 Release OLE 1.0 (Q1 2013)
 Early Adopter Implementation Package
 Initial Mellon Build Grant ends with Release of OLE 1.0


Year 3 Deliverables
 Release OLE 1.5 (Q3 2013)
 Start Proposed New Mellon Grant for Year 3
 New Partnership Investment for Year 3
 Early Implementations (2013-2014)
 Lehigh University
 University of Chicago
 Mid-Implementations (2014-2015)
 Indiana University
 University of Pennsylvania
 Duke University
 North Carolina State University
 Later Implementations
 University of Maryland (2016)
 Planning Implementations
 Florida Consortium


Year 3 and Beyond
 Year 3 will include final development of 1.5
product, implementation patterns, & service integrations
 Adoption, expansion, & integration of GOKb
 Implementation at partner sites
 Developing multiple models of deployment including
local, consortial, & cloud-based
 Bring on at least one Kuali Commercial Affiliate to support Kuali
OLE
 Business model transition from development organization to
sustaining organization for year 4 and beyond
 Supporting our own infrastructure
 Keeping core team together to support partners
 Expanding partnership


How Does Kuali OLE Compare
 Will OLE run in the cloud?
 Local Cloud
 Hosted Cloud
 Cloud Support vs Application Support
 Will OLE have a community?
 Shared Open Linked Data
 Shared Support
 Shared Technology Refresh
 Shared ERM - econtent metadata and management


DEMO Kuali OLE 0.6
 Kuali OLE 0.6 Demo


Impact of Kuali OLE Technologies
 Document Store  Workflow and Rules Engine
 Flexible, easily extensible, and  Local control of workflow and
heterogeneous rules
 Collocates related documents  Supports multiple workflows
in a node-based, tree structure based on roles and context
 Solr indexing engine is  External workflows can be
fast, scalable, and familiar referenced
making it easy for libraries to  Kuali OLE Patron
customize discovery tools for Framework
staff
 Leverages enterprise identity
 Editor Framework management systems
 Supports easy construction of  Can cascade through multiple
editors for many purposes sources of identity management
 Local control over editors so  Supports hybrid of local and
you can “roll your own” remote data
 Links editors to workflow and
rules engine


Q1: Who is the
latest OLE
Partner?


Q2: Which OLE
Partner is Closest
to You
Geographically?


Q3: Name our
technology that
enables multi-
metadata types?


Q4: When did the
Kuali OLE Build
Phase Start?


Q5: Who is our
international
partner on
GOKb?


Common OLE Questions
Year One Deliverables
 What data do I need to Migrate to OLE?
 Discovery Layer/Catalog
 Descriptive Metadata (MARC->MARCXML/DC)
 Financial Data
 Circulation Data/Self-Check
 Other Transactional Data
 Metadata for Digital Library Content
 What Campus Level Integrations Need to Happen?
 Financial
 Student
 Interlibrary Loan
 ILL/Resource Sharing
 Learning Management Systems
 What kind of expertise do we need to participate?
 What kinds of new shared workflows or collaborations are of interest your library?


Kuali OLE @ ALA 2012
 Sunday June 24, 2012
Acquisitions Managers & Vendors Interest Group Panel Discussion: Next-
Generation Acquisitions Functionality
1:30 pm - Location - Hyatt Regency Grand Ballroom B
Carlen Ruschoff – University of Maryland
 Monday June 25, 2012
ALCTS program Kuali OLE: Developing & Implementing a Community
Source LMS
10:00 am – Location - Anaheim Convention Center-213AB
Beth Camden – University of Pennsylvania
Jim Mouw – University of Chicago


Thank You!
 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
Contact Information
Robert H. McDonald | rhmcdona@indiana.edu
Michael Winkler | winkler4@upenn.edu
John Pillans | jpillan@indiana.edu


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