SCONUL: Kuali OLE Briefing Robert H. McDonald Associate Dean for Library Technologies Deputy Director Data to Insight Center Indiana University

Kuali OLE Slides and HashTags http://slidesha.re/rxprbc #kualiole #sconul

Presentation Outline A Brief History of Kuali OLE Our Relationship with the Kuali Foundation Kuali OLE Milestones Kuali OLE Release/Implementation Roadmap Kuali OLE and GOKb Kuali OLE Technology Impacts Kuali OLE and Global Partners

Brief History of Kuali OLE 2008-2009 Mellon Funded OLE Project Investigation 2009 Formed OLE Build Partnership of 8 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

Community Architecture Process Changing Environment & Risks Functional Scope & Description Select and Acquire, Describe, Deliver, and Relationship Research, Evaluation, Selection Kuali Rice, Kuali KFS, Apache Jackrabbit, Apache Solar Kuali OLE Technical Architecture McDonald, R.H. and M. Winkler. The Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced Library Management System, Educause Annual Conference 2012, Denver, CO, November 2012.

Typical Kuali Project Stages Discussion Incubation Build Enhance/Maintain What? Investors Board Common Need Who? Scope Functional Council Sustain When? Plan Technical Team Integrate Timeline Expand? Wheeler, B. Kuali 101: Explaining the Economics, Operations, and Strategy of Kuali for Higher Education, Kuali Days 2012, Austin, TX, October 2012.

Kuali Foundation

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

Kuali OLE Partners

Kuali OLE Detailed Roadmap

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 (Kuali OLE 0.6) Develop Year 2 Roadmap (November 2011-April 2012) Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013) In addition to our Amazon cloud test-drive version of Kuali OLE 0.6 University of Chicago now has a local installation on a virtual machine sandbox for testing Will load full bibliographic records for U Chicago in December 2012

Kuali OLE Upcoming Releases Kuali OLE Version 0.8 - (Q2 2013) KRAD with: Bibliographic Editor Instance Editor in KRAD Licensing Editor KRAD with KFS 5.0 Data Loaders for Alpha Testing Early Adopters will use this to get ready for production readiness Kuali OLE Version 1.0 - (Q4 2013) Production Ready Version (Beta) Cloud Hosting Scenarios Final integration with full RICE 2.0 and KFS 5.0

GOKb will be a freely available data repository that will contain key publication information about electronic resources as it is represented within the supply chain from content publishers to suppliers to libraries.

Global Open Knowledgebase (GOKb) Joint Kuali OLE / JISC project Mellon Foundation funded for June 2012- November 2013 Community-managed knowledgebase Global-Level Descriptive data about e-resources for library management Designed to be open to all, but targeted to integrate with Kuali OLE and JISC s Knowledgebase Plus

Coordination of data model with JISC KB+ - May 2012 Select a Bill of Materials model for the logical data model Jul 2012 Elected to further develop JISC KB+ Data Explorer as interface for operators Aug 2012 Determine that data cleansing should be accomplished with a rules-based approach Oct 2012 Investigated rules engines and selected Google Refine Nov 2012 November 2012 Phase 1 Code Review Deliver first software release to SMEs Dec 2012 Data Explorer (KB+) Google Refine Instantiate GOKb server framework in JISC and Kuali OLE infrastructure Jan 2013 Phase 2 of software delivery Apr 2013 GOKb Milestones Project in production for JISC KB+ and Kuali OLE communities Jun 2013

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

Library Services Platforms Intota Breeding, M. (2012). Automation Marketplace 2012: Agents of Change, The Digital Shift, http://bit.ly/yjy1ud

How Does OLE Compare? Compared to other NextGen Library Systems (Library Services Platforms) Shared Implementation Community with Academic Libraries Shared vendor (services-based profit center) community with Kuali Commercial Affiliates Not possible with proprietary software Commercial and Possible Shared Hosting Local Cloud Hosted Cloud Cloud Support vs Application Support Shared expertise in integrations with other HigherEd information systems Shared ERM in GOKb Can other systems enable workflow and queues for all of your siloed systems? Kuali OLE can and does this now!

Flexible Implementations Stand Alone Kuali OLE Systems Multiple standalone Kuali OLE systems with independent descriptive, financial, and identity data stores. Coordination and integration at discovery layer. Discovery & Sharing Systems Discovery & Sharing Systems Discovery & Sharing Systems KOLE Discovery KOLE Discovery KOLE Discovery KOLE DocStore KOLE Finance Rice KIM Services KOLE DocStore KOLE Finance Rice KIM Services KOLE DocStore KOLE Finance Rice KIM Services Local Rice Instance Local Rice Instance Local Rice Instance DocStor e KFS DB Patron Entities DocStor e KFS DB Patron Entities DocStor e KFS DB Patron Entities Bib Utility ERP IdM Bib Utility ERP IdM Bib Utility ERP IdM Bibliographi c Utilities Agency ERP Agency IdMs Bibliographi c Utilities Agency ERP Agency IdMs Bibliographi c Utilities Agency ERP Agency IdMs

Flexible Implementations Shared Bib and Shared Financials with Consortial Financials and Middleware Multiple standalone Kuali OLE systems with shared financial core. Accounting practice keeps Partner information separate. Descriptive records are shared in a single document store. Instance documents manage individual instances of materials. Patron entities are federated or cascaded through KIM to share patron roles across the partnership as in Option 3 or 4. Coordination and integration at discovery layer. Discovery & Sharing Systems KOLE Discovery KOLE DocStore KOLE Finance Rice KIM Services Shared Rice Instance DocStore KFS DB Patron Entities Bib Utility Bib Utility Bib Utility ERP ERP ERP IdM IdM IdM Bibliographic Utilities Bibliographic Utilities Bibliographic Utilities Agency ERP Agency ERP Agency ERP Agency IdMs Agency IdMs Agency IdMs

Open Licensing Kuali EcoSystem Software Producers Software Consumers Commercial Support Wheeler, B. Kuali 101: Explaining the Economics, Operations, and Strategy of Kuali for Higher Education, Kuali Days 2012, Austin, TX, October 2012.

Kuali Commercial Affiliates

SERVICES PLATFORM CLOUD LOCK-IN

GLOBAL PARTNERSHIPS

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