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Presentation by [email protected] for "The Changing Face of Library Workflow Management: Open Source, Grid Computing and Cloud Services" PreConference - Charleston Conference 2009. Speaker(s): Tim Daniels - Assistant State Librarian for Technology and Infrastructure, Georgia Public Library Service; Robert H. McDonald, Associate Dean for Library Technologies, Indiana University; Andrew Pace, Executive Director for Networked Library Services, OCLC
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Duke University
Kuali OLE Overview
John LittleILS Support Section Head
Slides by Robert McDonald * [email protected]
Duke University
Agenda
• Open Library Environment Overview• Paths for NextGen ILS• Overview of Proposed Kuali OLE Build Plan
• Timeline• Partners• Mellon Funding• Governance
• Questions
Duke University
Open Library Environment (OLE)
• What is the OLE Project?• Community source alternative to current ILS• International participation from 15 libraries and
consortia• Planning phase: September ‘08 – July ‘09
Duke University
Why OLE Now?
• Current ILS products are inadequate• Growing need for library systems to interact with
other enterprise systems• Vendor consolidation constrains choices• Libraries need to control their own destinies
Duke University
OLE Principles
Flexibility Community Ownership Service Oriented Architecture Enterprise-Level Integration Efficiency Sustainability
Duke University
OLE Regional Design Workshops
Regional Design WorkshopsDid you or your staff attend a workshop?350+ people from 95 institutions!Who attended?
Duke University
OLE Final Report and Prospectus
• OLE Final Report
http://oleproject.org/final-ole-project-report/
• Prospectus for Interested Build Partners
Duke University
Legacy ILS
Legacy ILS Functionality
Circulation Acquisitions
Cataloging Serials
Staff Interfaces:
Public User Interface:
Data Stores:
Functionalmodules:
Vendor Based ePurchasing
Vendor Based Metadata Enhancement
Duke University
Legacy ILS +
Legacy ILS Functionality
+eContentModule
+Advanced DiscoveryInterface
FederatedSearch/
AdvancedDiscovery
FederatedSearch/
AdvancedDiscovery
OpenURLLinking
OpenURLLinking
Electronic Resource
Mgmt.System
Electronic Resource
Mgmt.System
Unified Workflow Interface for Staff
Learning Mgmt./Campus Portal FeedsProxy/VPN for eContent Access
Duke University
NextGen ILS
Raw MARC data
exports and reformats MARC from ILS
Flat text files
Parse text files
Indices
Web 2.0
Engine
User Interface
HTTP
HTTP
NextGen Search System/Faceted Search
Duke University
Kuali OLE Build Plan• Mellon Foundation Matching Funding• Two Year Timeline
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
Duke University
Kuali OLE Build Plan
• Two Year TimelineYear 2 Deliverables
• Integrations– EDI/Local ERP– Discovery Interface (broker for multi-discovery use)– Data Migration Services– Registries and Utilities
• Orchestrations– define workflows to match relevant, local resource set– determine optimum dataflows including effort distribution and
sharing• Functional Scope
– meet the business needs of a research or academic library– allow current ILS to be turned off
Duke University
Build Plan Recommendations
• Governance – Kuali Foundation• Service Oriented Architecture Framework/Java• Use Existing Middleware – Kuali Rice• Use Existing Discovery Interfaces
• VueFind• Blacklight• WorldCat Local
• Offshore Coding – Kuali Coeus and Sophie
Duke University
Open Discovery for Many Discovery Systems
Blacklight Example at UVa
Duke University
Kuali OLE Build Partnership
• Indiana University (Lead School Kuali OLE)• Florida Consortium (FC) (University of Florida Lead)• Lehigh University• Triangle Research Libraries Network
• Duke University• North Carolina State University
• University of Chicago• University of Maryland• University of Michigan• University of Pennsylvania
Duke University
Florida Consortium
• University of Florida (Lead School Florida Consortium)
Florida State UniversityFlorida Center for Library AutomationNew CollegeUniversity of Central FloridaUniversity of South Florida Florida International UniversityRollins CollegeUniversity of Miami
Duke University
Kuali OLE Collaborations
• Kuali Foundation – representation on foundation and rice boards and technical groups.
• Fluid Project – Fluid will be a joint partner in the interface design for the end-user of Kuali OLE.
• CollectionSpace – CollectionSpace will share knowledge about each other’s project as well as representatives to technical and functional councils.
• NISO ERMI Working Group – Kuali OLE will have a representative to this group.
• Astea Solutions – Consultants on software coding development.
Duke University
Duke University
Kuali OLE Governance
Kuali OLEBoard
Functional Council
Technical Council
ProjectManager
Kuali Foundation
Kuali Rice
Duke University
Ac
ad
em
ic E
nte
rpris
e
Duke University
Library ERP
KNS/KSB KNS/KSBAcq P2P ER HR FIN PCH
Lib
rary
as
Ac
ad
em
ic
En
terp
rise
Pa
rtne
r
Duke University
Questions and DiscussionKuali Open Library Environment (OLE)