kuali update v4 - mw
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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/
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