what your library needs to know about kuali open library environment (ole) and our community source...

open source administration software for educationCharleston Conference Nov 2, 2011

open source administration software for educationCharleston Conference 2011

http://go.iu.edu/4aV


WHAT YOUR LIBRARY NEEDS TO KNOW ABOUT KUALI OLE AND OUR COMMUNITY

SOURCE SOFTWARE FOR LIBRARIES!

Robert H. McDonald | Indiana University

Brad Skiles | Indiana University

Mike Winkler | University of Pennsylvania


Outline

• Introducing Kuali Open Library Environment – Kuali OLE

• Roadmap Overview• System Architecture • Engagement Opportunities


Social Media & Feedback

• Follow us @kualiole on twitter• Tweet about our session

#chsconf11 #kualiole• Web: http://ole.kuali.org• Blog: http://kualiole.tumblr.com/


MISSION:

• To deliver Open Source Systems–For higher ed, By higher ed

• No licensing fees• Non-proprietary code• Collaboration among like-minded

institutions

Introducing Kuali Foundation


What Kuali is Not...

•Not a Vendor1

• No Sales Force 2

• Do Not Solicit or Compete via RFP3


Kuali Financial System

Kuali Coeus for Research Administration

Kuali Student

Kuali Open Library Environment

Kuali People Management for Enterprise

Kuali Mobility

Kuali Ready

Kuali Foundation Software Applications


• 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

Key Drivers for Kuali OLE


Kuali OLE Partners


Functional Expert, Community Driven Development


• Hire and Engage Kuali OLE Core Team– 7 member team based at Indiana University

• Develop and Engage Software Development Contract– HTC Global Services-Detroit, MI

• Started with 4 staff – now 16+ - will move toward 22 in next quarter

• Form Specification Writing Teams– Formed Teams w/leads based in Kuali OLE Functional Council

• Deliver• Select and Acquire• Describe-Manage• Workflows• Data Model• User Stories• Communications

OLE Year 1 Deliverables (7/2010-6/2011)


• Set Kuali OLE Agile Framework and Timelines– Develop User Story Process

• 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 – Kuali OLE 0.3 (November 2011) at Kuali Days 2011

• November 14-16, 2011 Indianapolis, IN• http://www.kuali.org/kd2011/

• Form Sustainable Community for Long-Term Kuali OLE Development

• Develop Kuali OLE User Group Annual Conference

OLE Year 1 Deliverables (7/2010-6/2011)


Current OLE RoadMapP

erva

sive

T

hem

es

Technologies• Standards orientation• Service layer architecture• Kuali® Technologies

Business Process• Reduced vendor lock-in• Flexible library workflows• Enterprise integrations

Ver

sio

n 0

.3 R

elea

seN

ove

mb

er 2

011

Features• Select & Acquire

o Kuali® Financial System Coreo Extensive library business process

analysiso Kuali® Rice for workflow

Supply chain automation Vendor firm order ingest Manual invoice entry

o Enhanced Pre-order Selectiono Purchase discrete item

Requisition Purchase Order Encumber funds Receive item

Features (cont)• 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


1. Transactional Features– Straight Line Acquisition– Workflow/Roles– Search– EDI Transmission

2. Document Store Features– Search– Bib Editor– Ingest– Indexing

Release 0.3 Content


Release 0.3 Deployment

Release 0.3 Deployment• Publicly Available• Cloud—Sample Data• Download—No Data• Driver’s Manual• Installation Instructions


Roadmap for Year 2 and Beyond


• 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

Key Components of System Architecture


Amazon EC Cloud

Service Layer ArchitectureS

tora

ge

Arc

hit

ec

ture

Bu

sin

ess

Log

ic &

W

ork

flow

s

Exte

rnal

Inte

rface

s

Transactional Data

Descriptive Data

Relationship Data

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

Service Registry

ILS-DIEDIFactONIX-

PLNCIP

Data Interchan

ge

IdM Standar

ds

Vendors Utilities Users


Kuali Technologies

• Kuali Rice– Workflow– Service Registry– Identity Management Interface– Messaging & Alerts– Development Environment

• Kuali Financial System– Financial Services for select & acquire– Provide Requisition, Order, Receipt, & Payment– Audit, Realtime Views, Reporting


Standards

• Supply Chain Interactions– Member of EDItEUR– Edifact Quote & Edifact Invoice– ONIX for Books, for Serials, Licenses

• Bibliographic Description– MARCXML– Dublin Core– VRA-Core– EAD

• Item/Holdings– Standard is weak and inflexible– Collapsed XML Structure– Leverage Doc Store linking technologies

• External Interfaces– ILS-DI recommendations– NCIP– Harvesting protocols

• Overall Plugin Architecture

Some rights reserved by Sappymoosetree

http://www.flickr.com/photos/bahkubean/2382087874/

http://www.flickr.com/photos/bahkubean/2382087874/

http://creativecommons.org/licenses/by-nc-nd/2.0/

http://creativecommons.org/licenses/by-nc-nd/2.0/

http://www.flickr.com/photos/bahkubean/


• Developing toolkit for others– Making a Case for Community Source Library Systems

• Announce Models for Joining Kuali OLE– Kuali Days 2011– Multiple Tiers

• Partner• Contributor

• Models for Implementation– Consortial– Cloud

• Models of disaggregated discovery layers abound both in the open source and SaaS communities

Joining the Kuali OLE Partnership


THANK YOU

For more on Kuali OLE go to:

http://ole.kuali.org

Follow us on Twitter @kualiole

Blog: http://kualiole.tumblr.com


http://go.iu.edu/4aV

what your library needs to know about kuali open library environment (ole) and our community source...

Technology

community source software

software release kuali

open source systems

set kuali

partners charleston

rfp charleston conference

prototype kuali

longterm kuali