Update on Kuali OLE:Our First Year

Presenters: Andy SarnoBeth CamdenMichael Winkler

Outline• Overview of Kuali OLE• Review of our First Year• Our Innovative Technology• Our Second Year…and Beyond

Overview of Kuali OLE• Kuali OLE is a enterprise approach to

Library Management• Partners & Mellon• 2 year project starting in July 2010• We are at year one

Key drivers for Kuali OLE• Community-source library management

system • Next-gen technology environment • Re-examine library business operations• Break away from print-based workflows• Reflect the changing nature of library

materials and new approaches to scholarly work

• Integrate with enterprise-level systems

Kuali OLE Partners

A community effort – driven by librarians

Year One Deliverables• Hire and Engage Kuali OLE Core Team• Engage Software Development Contract – HTC Global

Services• Set Kuali OLE Agile Framework and Timelines – Develop User

Story Process• Form Specification Writing Teams based on major functions• Develop Year 1 Prototype Kuali OLE 0.2 – Demo at CNI

Spring 2011 Member Meeting• http://www.kuali.org/ole/demo/spring11/cni

• Set Agenda for Year 2 Software Release• Leading to our first public release here at Kuali Days –

Version 0.3

Year One DeliverablesVe

rsio

n 0.

3 Re

leas

eN

ovem

ber

2011

Features

Select & Acquire• Kuali® Financial System

v4 Core• Extensive library business

process analysis• Kuali® Rice 1.1 for

workflow• Supply chain

automation• Vendor firm order

ingest• Manual invoice entry

• Enhanced Pre-order Selection

• Purchase discrete item• Requisition• Purchase Order• Encumber funds• Receive item

Describe• Apache Jackrabbit™

document repository for metadata

• Support multiple descriptive metadata formats

• Define document types – bibliographic, localization, enhancement

• 5 million bibliographic, 5 million item documents loaded

Searching• Faceted search for

descriptive metadata• Transactional metadata

search with linked descriptive metadata

Research• Partner finance

systems• Partner identity

management systems• Document store

relationship linking• Data dependencies for

Deliver policies• Metadata editor

architecture• Relationship between

bibliographic, holding, and item-level records

• Serials receipts and predictive check-in

Implementation of Core Technologies

Our Innovative Technologies• Service Layer Architecture – to provide

isolation of concerns & to improve flexibility

• Kuali Technologies – to provide ready-built technologies for development, messaging, coordination, & financials

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

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

Amazon EC Cloud

Stor

age

Arch

itec

ture

Busi

ness

Lo

gic

&

Wor

kflow

s

Exte

rnal

In

terf

ace

s

Transactional Data -

KFS

Descriptive Data -

DocStore

Relationship Data - RDBMS

Service Bus: AuthN/AuthZ, Queues, Alerts, & Messaging Service Registry

ILS-DIEDIFact ONIX-PL NCIPData

Interchange

IdM Standar

ds

Vendors Utilities Users

Service Layer Architecture

Our Second Year…and Beyond• Roadmap for Version 1.0• Partner Implementation Strategies• Developing GOKb Sister Project• Sustaining & Growing our Partnership

1204/08/2023 Draft Version 0.4.1

Vers

ion

0.6

Rele

ase

Mar

ch 2

012

Features

Select & Acquire• Ingest order records• Fund accounting• Payment with ERP

Deliver• Patron infrastructure• Design Patron

classification

Manage Entity Relationship• Document linking

tools

Describe• Metadata

management• Localization &

enhancement metadata architecture

• Linked data integration

• Document Store linking

• Ingest & overlay documents from external sources

• Editor infrastructure

Research

Impact on Rice 2.0• Installation &

Training• Build Data exchange

between Rice 1.x and Rice 2.0

OR Map/Re-factor KFS 4 Core Code to Rice 2.0

• Convert code based on Rice 1.x to Rice 2.0

• License management services

• Rules Engine

Pre-requisites for local Financial integration

Integration with ILL, Reserves, Course Management System

Library Starts Here: Select, Acquire, Describe

1304/08/2023 Draft Version 0.4.1

Vers

ion

0.8

Rele

ase

Augu

st 2

012

Features

Deliver• Design Deliver

policies• Policy Management

services (Checkin, Checkout, Hold, Reserve)

• Patron Management services

• Patron information services with enterprise IdM

• Initial integration with ILL, Resource Sharing systems

Select & Acquire• Complex PO to invoice

relationships• License Management

workflows• Document Type for

Deals

Complete Describe• Metadata Editor web

application• Batch Editing

• Editor interaction• Record extraction

Implementation Tools• Data integration with

discovery systems• Initial data migration

tool set (extract, transfer, load)

Research

• Partner ERP integration requirements

• Partner Identity Mgmt integration requirements

• External development and use of API

• Integration with GOKb

Bringing it to the People: Deliver and License Management

1404/08/2023 Draft Version 0.4.1

Vers

ion

1.0

Rele

ase

Dec

embe

r 20

12Features

Select & Acquire• Bi-directional

messaging with ERP, supply chain

Deliver• Patron self services• Circulation standards

(SIP2, NCIP, etc)• Finish ILL integration

Manage Entity Relationship• Initial integration of

GOKb• Initial electronic

resource workflows

Implementation Tools• Reporting Tools• Documented API &

service registry• Distribution packaging• Framework for

training development• Documentation• Completed migration

toolkit• Description Data• Circulation

history• Acquisition

history• Complete system

ready for implementation (minimum of 6 months expectedt)

• Exposure of Service Registry

Research

• Partner implementation strategies

• Software distribution management

• External development and use of API

• Electronic serials management with GOKb

• OpenURL integration

• KFS 5 Core upgrade• GOKb linked data in

Orders (Select & Acquire)

• GOKb linked data for electronic resources (Describe, Deliver)

• OpenURL servicesReady for Implementation

More Information & questions• Follow us on Twitter: @kualiole• Read our Blog: http://kualiole.tumblr.com/• Join our mailing list: • Visit our website: http://ole.kuali.org/