bloomsbury lms: project success factors

Bloomsbury LMS:Project success factors

Sharon Penfold, BLMS Project Manager

Andrew Preater, Associate Director, Senate House Libraries

Vision• 21st Century Library Management System

• Flagship shared service model 

Goals• Interoperability

• Shared user access to resources

• Open source theme

Starting point

Over to Andrew

Open source theme

Decision making processStage Status DueVision and goals Complete JuneAs is Complete JuneHorizon scanning Complete JulyStrategy review Complete JulyFunctional specification Complete SeptemberOptions analysis Complete SeptemberDecision in principle Complete OctoberFinancial, legal and commercial Underway January 2013Technology roadmap Underway January 2013Kuali OLE project planning Underway January 2013Kuali OLE development In planning 2013-2014

Vision• 21st Century Library Management System• Flagship shared service model  Goals

• Interoperability• Shared user access to resources• Open source theme

Reference point 1Measures of achievement

Millennium

Sentryaccess control

Adlib archives

Agresso

Pcounter printing/ copying

Online card catalogue

Encore catalogue

Wireless authentication

Sharon Penfold, v2, 29/06/12

3M self service

Badgemaker card printing

Reference point 2Existing systems x 6

Reference point 3Landscape

Innovation

Re-engineering

Migration

Safety

SOLUTIONS

PROCESS

21 3

4SOAS1

BB2

LSHTM

IoE

SH

RVC1

RVC2SOAS2BB1

Reference point 4Risk appetite

SIMPLE COMPLEX

RVC

BB

LSHTM

IoE

SH

SOAS

In house collaboratio

n

Demand aggregation

Shared services

Purchasing power Common platform Converged processes

Reference point 5Consortium spectrum

The benefits: Ownership of the process and output by

each consortium partner Cultural change through engagement of

library staff as subject experts Change agents (aka Systems Librarians) Shared process understanding Single view of the truth of the BLMS Testing strategy and sign-off mechanism

Reference point 6Specification

Reference point 7The enterprise context

Estates/security 3M Sentry access control G4 ESI

Finance Agresso BluQube  

HR Northgate    

Student records SITS UnitE SIS

Web Drupal    

IT support Phoenix    

1. Consortium◦ Kuali, Chicago & commercial partners◦ Ex Libris cloud

2. Go it alone◦ Open source viable?◦ Commercial low end – or high end with

even stronger negotiation!

Options analysis – basic choices

Over to Andrew

Why Kuali OLE?

Dependencies

Success-based planning

Work Packages

BAU focus

Collaboration

Implementationapproach

Over to Andrew

The grunt work

Politics

Governance

Money

LMS appreciation

Project challenges

Consortium strength Project Executive Group leadership Systems Librarians collaboration & ability Agile project management & governance Change management & communications Enterprise systems context Experienced IT project manager

BLMS success to date

Vision Commitment Energy Agility The right people Technology to fit the purpose

Critical success factors in a box:- for the project

Over to Andrew

Critical success factors:- for the technology& more