This is the presentation for Kuali OLE form

1. November 7, 2012

2. Kuali OLE: Deep Library
Collaboration and the Release of
a Community-Sourced Library
Management System
Robert H. McDonald-Indiana University
@mcdonald
Mike Winkler-University of Pennsylvania
@winkler4
November 7, 2012

3. Tweet Us: @kualiole #E12_SESS065
http://slidesha.re/PXdmeK
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4. Kuali OLE Engage Page
Take Notes-Ask Questions?
http://bit.ly/SY2Lx5

5. Our Story
 A Journey towards a Collaborative Community
 Community Development
 Toward a Kuali OLE Collaborative Community
 Architecture/Technical Foundation
 Towards a Software Development Community
 Supporting Collaborators and Sustaining a
Community
 Ecosystem for Vended Services
 Investment in the Community
 Towards a Global Community
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7. Kuali OLE Partnership

8. Community Development
 Shared Vision – Software Development for
Library Business Practice
 Knowledge – Reviewing and Choosing
Models for Collaboration
 Effort – Functional Council/Subject Matter
Experts/Software Developers
 Openness – Openness of Intellectual
Property and Openness of Community
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9. Marketecture Matrix
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10. Communities of Collaboration
Participants in communities of collaboration
embrace intentional interdependence as
instrumental to their individual success.
These communities are built on principles of
shared investment and coordinated action to
achieve mutually desired outcomes within a
known period of time. Collaborative communities
require members to limit their autonomy in the
interest of directed action to pursue shared goals.
From Wheeler and Hilton – The Marketecture of Community
http://www.educause.edu/ero/article/marketecture-community
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11. Collaborative Community Reality
Reality
Triangle
SCOPE
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12. Community Architecture Process
Changing
Environment
& Risks
Functional Scope &
Description
Select and Acquire, Describe,
Deliver, and Relationship
Kuali OLE Technical
Architecture
Research,
Evaluation,
Selection
Kuali Rice, Kuali KFS, Apache
Jackrabbit, Apache Solar
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13. Community Architecture Choices
 Service Oriented Architecture
 Kuali Rice
 KRAD-web-based workflow and interface
 Kuali Identity Management
 Kuali Financial System
 Apache Jackrabbit
 Apache Solar
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14. Kuala OLE as Startup
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

15. Kuali OLE Organization
Vision & Resources
Kuali OLE Board
Functionality & Scope
Functional Council Communications
Coordination
HTC Coordinator Project Manager Core Team
HTC Global
Resources Describe Deliver
System
Consultants Select & Acquire
Integration
Development Subject Matter Experts

16. Current Library Systems
Integrated
Other Discovery
Library
Systems tools
System Next Generation Discovery
Acquisitions Learning Management
System
Cataloging Course Reserve Metasearching
Consortial Borrowing
Circulation Special Collections System
Serials Control Interlibrary Loan
OPAC Others
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17. Deployment Planning – One Partner’s View
 Tasks  Resources
 Configuration  Local Staff
 Data Migration  Kuali OLE Core Team
 Customization  Kuali OLE Community
 Integrations Consultants
 Testing  Kuali Commercial Affiliates
 Training  Kuali OLE Partners
 Go Live  Impact
 Partners work together to marshal
all resources
 Knowledge feeds back into
community to support all Partners
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18. Ecosystem for a Vended Community
Service
Library Vendor
Kuali OLE Community
Partner
Libraries
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19. KCAs and Commodity IT
 Kuali Commercial Affiliates
(KCA)
 Diversity of Vendor
 Diversity of Services
 Support For Unique
Functional Needs
 Support for Like-Minded
Partner Solutions
 Commercial Activity Support
the Community
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20. Kanban Rules
 Toyota's Six Rules for Kanban
1. Do not send defective products to the
subsequent process
2. The subsequent process comes to withdraw
only what is needed
3. Produce only the exact quantity withdrawn by
the subsequent process
4. Level the production
5. Kanban is a means to fine tuning
6. Stabilize and rationalize the process
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21. Library Management System Marketplace
A smaller group of larger firms dominate the
library automation marketplace. They are
largely international, diversified, and privately
owned. The mergers and consolidations that
marked the recent history of the industry have
absorbed the weaker products and
companies.
Marshall Breeding-Library Automation Expert
Breeding, M. (2012). Automation Marketplace 2012: Agents of Change,
The Digital Shift, http://bit.ly/YJy1UD
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22. U.S. Academic Library Systems Sales 2011
Breeding, M. (2012). Automation Marketplace 2012: Agents of Change,
The Digital Shift, http://bit.ly/YJy1UD
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23. Cloud-Lock In
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24. Community Investment
 Current Vended Library System Service
Models Require
 Financial Investments that are funneled toward
private equity
 Large Personnel Investments that work toward
future enhancements and quality assurance but
that are not shareable in the community
 Kuali OLE
 Focuses financial investment back into the
community
 Shares Personnel investment for long-term
product enhancement and community knowledge
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25. Global Community
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26. JISC+JISC Collections+Kuali OLE=GOKb

27. Global Community
 Now is the Time
 Models exist for pure open source libraries
 Cultural Differences Can Be Celebrated and
Leveraged
 Total U.S. Centric Collaboration does not
necessarily equate to long-term
collaborative community sustainability
 How do we bridge the gap with existing
organizations
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28. Questions?
 Online – Tweet them to us:
 #EDU12 #kualiole
 Or write them into our engage page
 http://bit.ly/SY2Lx5 (open googledoc)
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29. More on Kuali OLE
 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
• For more on All Things Kuali Related!
• Come to the Kuali Foundation Reception
• Wednesday Nov. 7 – Hyatt Regency Hotel
Capitol Ballroom 3, Level 4
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