Kuali OLE: Our First Year

OutlineO Overview of Kuali OLEO Review of our First YearO Our Innovative TechnologyO A Demonstration of Kuali OLEO Our Second Year…and Beyond

Overview of Kuali OLE

OKuali OLE is a enterprise approach to Library Management

OKuali OLE is a community of partners & has additional support from Mellon

OProject started in July 2010OWe’re half way through year two!

Key drivers for Kuali OLE

O Find sustainable model for the LMS thru community-source

O Build a next generation technology environmentO Re-examine library business operations &

workflowsO Break away from print-based modelO Achieve staffing flexibilityO Reflect changing nature of library materials &

new approaches to scholarly workO Integrate with enterprise-level systems

Kuali OLE Partners

A community effort – driven by librarians

Including Lehigh’s Own…

Working TogetherTiger teams…

…made of SMEs (subject matter experts)…

According to a 1964 definition, "In case the term ‘tiger team' is unfamiliar to you, it has been described as 'a team of undomesticated and uninhibited technical specialists, selected for their experience, energy, and imagination, and assigned to track down relentlessly every possible source of failure in a spacecraft subsystem.‘

From: http://en.wikipedia.org/wiki/Tiger_team

Working TogetherMUR Tiger Teamcoordinates user & patron functionality; university system integration for IdM (will work across other teams & system integrations, Deliver esp.)

Scope Tiger Teamscoping recommendation to refer to the functional council; works with other tiger teams on scoping decisions & scheduling

Select & Acquire Tiger Teamspecifications, requirements & decision-making around Select & Acquire (i.e., financial & acquisitions)

MER/ERMS Tiger Teamcoordinating with GOKb (Global Open Knowledgebase), licensing & ERM planning, specifications & investigations

Deliver Tiger Teamoversees specification teams, research, & quick decision-making for all requirements around Deliver, circulation, patron & related library functions

Manage/Describe Tiger Teamspecifications, requirements & planning for library management of descriptive metadata (bib, item, holding, etc.)

Year One DeliverablesO Hire and Engage Kuali OLE Core TeamO Engage Software Development Contract

O HTC Global ServicesO Set Kuali OLE Agile Framework and Timelines

O Develop User Story ProcessO Form Functional Specification Writing TeamsO Develop Year 1 Prototype Kuali OLE 0.2 – Demo at

CNI Spring 2011 Member MeetingO http://www.kuali.org/ole/demo/spring11/cni

O Set Agenda for Year 2 Software ReleaseO Develop our first public release

O Version 0.3 released at Kuali Days in Nov 2011

Year One Deliverables

Our Innovative TechnologiesO Service Layer Architecture – to provide

isolation of concerns & to improve flexibilityO Kuali Technologies – to provide ready-built

technologies for development, messaging, coordination, & financials

O Standard interfaces (when it makes sense) – to provide open & predictable pathways in & out

O Multiple data stores – to provide purpose-built data repositories that best model interactions & provide some future-proofing

Kuali OLE Demonstrations

O Library requisition workflows in KFSO Document store technology with

heterogeneous document typesO Discovery integration

Our Second Year…and Beyond

ORoadmap for Version 1.0 – Dec 2012

OPartner Implementation StrategiesODeveloping GOKb Sister ProjectOSustaining & Growing our

Partnership

More Information & questions

O Follow us on Twitter: @kualiole

O Read our Blog: http://kualiole.tumblr.com/

O Visit our website: http://ole.kuali.org/

O Register and attend an EDUCAUSE LIVE Event THIS WEDNESDAY from 1-2pm: “Kuali Open Library Environment: Reflections on Our First Year of Collaborative Software Development”. The session will offer insight into the OLE design and collaborative methodologies of this significant and groundbreaking project.

O Get in the sandbox!!! Try the OLE demo that Tim showed during the presentation:http://demo.ole.kuali.org/ole-demo/portal.jsp ORhttp://tst.ole.kuali.org/ole-tst/portal.jsp