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Kuali OLE @ LITA Forum 2012

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This is the Kuali OLE update presente by Robert H. McDonald (Indiana University) and Bob Persing (University of Pennsylvania) at the LITA Forum 2012 on October 6, 2012 in Columbus, OH.
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LITA Forum 2012 – Oct 6, 2012 – Columbus, OH Kuali OLE Update and Demo
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Page 1: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Update and Demo

Page 2: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Slides and HashTags

http://slidesha.re/QSzP7M

#kualiole #litaforum

Page 3: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Partners

Page 4: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Milestones

Kuali OLE Current Status

Kuali OLE and GOKb

Kuali OLE 0.6 Demo

Kuali OLE Important Technology Review

Kuali OLE Comparison

Joining Kuali OLE

Presentation Outline

Page 5: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Build (July 2010-December 2010) Hire and Engage Kuali OLE Core Team Engage Software Development Contract with HTC Global Services Set Kuali OLE Agile Framework and Timelines Form Functional Specification Writing Teams

Year 1 Prototype – Kuali OLE 0.2 (December 2010-April 2011) Demo at CNI Spring 2011 Member Meeting http://www.kuali.org/ole/demo/spring11/cni

Software Releases First Public Release – Version 0.3 – Kuali Days 2011 (October 2011) Second Public Release – Version 0.6 (May 2012)

Cloud Demo - http://demo.ole.kuali.org

Develop Year 2 Roadmap (November 2011-April 2012)

Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013)

Overview of Current Milestones (Jan 2012) Educause LIVE January 2012 - http://net.educause.edu/live1202

Kuali OLE Milestones

Page 6: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali Foundation

Page 7: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Functionality & Scope

Coordination

Development Subject Matter Experts

Kuali OLE OrganizationKuali OLE Organization

Vision & ResourcesKuali OLE Board

Functional Council

Project Manager

Select & Acquire

Describe Deliver

System Integration

Communications

HTC Coordinator

HTC Global Resources

Core Team

Consultants

Page 8: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Detailed Roadmap

Page 9: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Service Layers – Version 0.3

Kuali Rice 1.1Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers

Kuali Financial System Version 4.0Kuali OLE Core Financial Functions

Apache JackrabbitKuali OLE Document Store

Select & AcquireRequisition, Vendor Orders, Invoice Entry, Purchase

Order, Encumber Funds, Receive Item

Descriptive Metadata

MARCXML, Dublin Core

Faceted Discovery

Solr Search & Faceting

Page 10: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Service Layers – Version 0.6

KRADRapid Application

Development Environment

Kuali Rice 2.0Enterprise Middleware – Identity Management, Workflow, Messaging, Triggers

Rapid Application Development, Service Registry, Rules Engine

Kuali Financial System Version 5.0

Kuali OLE Core Financial Functions

Apache Jackrabbit

Kuali OLE Document Store

Select & AcquirePay Invoices, Budget and Fund

Accounting

Descriptive Metadata

Instance Document, ONIX-PL

Document Editor Framework

Schema-driven Editors

New!

New!

Faceted DiscoverySolr Search & Faceting

Identity Management

Dynamic Patron Management

Patron ServicesPatron Schema &

Classification

Document Editing & WorkflowMARC, Instance, ONIX-PL, & Associate Documents

Page 11: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE 0.6 Demo

DEMO Kuali OLE 0.6

Page 12: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

OLE 0.6 screen shots

Page 13: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Joint Kuali OLE / JISC project Mellon Foundation funded for June 2012-

November 2013 Community-managed knowledgebase Global-Level Descriptive data about e-resources

for library management Designed to be open to all, but targeted to

integrate with Kuali OLE and JISC’s Knowledgebase Plus

Global Open Knowledgebase (GOKb)

Page 14: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLEGOKb Data

Page 15: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

GOKb Key Deliverables

Open Knowledgebase using a standards-based architecture

User Interface and APIs to maintain and use the GOKb data

Data covered by a CC0 license Expose as linked data

Page 16: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Data model synchronized with JISC’s Knowledgebase Plus efforts

Logical organization of data is an extensible Bill of Materials model

GOKb will use a rules engine to cleanse and normalize ERM data from heterogeneous sources

The rules engine will accept rules from the community of functional experts without coding!

Code development will begin within the next month and will include a data explorer to browse the knowledgebase

GOKb will be deployed as a cloud service

GOKb Current Update (10/12)

Page 17: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali OLE Version 0.8 - (Q1 2013) KRAD Integration with:

Bibliographic Editor Instance Editor in KRAD Licensing Editor KRAD Integration with KFS 5.0 Data Loaders for Alpha Testing

Kuali OLE Version 1.0 - (Q2 2013) Production Ready Version (Beta) Early Adopters will use this to get ready for production switch Cloud Hosting Scenarios Final integration with full RICE 2.0 and KFS 5.0

Kuali OLE Upcoming Releases

Page 18: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Release OLE 1.5 (Q4 2013) Start Proposed New Mellon Grant for Year 3 New Partnership Investment for Year 3

Early Implementations (2013-2014) Lehigh University University of Chicago

Mid-Implementations (2014-2015) Indiana University University of Pennsylvania Duke University North Carolina State University

Later Implementations University of Maryland (2016)

Planning Implementations Florida Consortium

Year 3 Deliverables

Page 19: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Impact of Kuali OLE Technologies

Document Store Flexible, easily extensible, and

heterogeneous Collocates related documents in a

node-based, tree structure Solr indexing engine is fast,

scalable, and familiar making it easy for libraries to customize discovery tools for staff

Editor Framework Supports easy construction of

editors for many purposes Local control over editors so you

can “roll your own” Links editors to workflow and rules

engine

Workflow and Rules Engine Local control of workflow and rules Supports multiple workflows

based on roles and context External workflows can be

referenced

Kuali OLE Patron Framework Leverages enterprise identity

management systems Can cascade through multiple

sources of identity management Supports hybrid of local and

remote data

Page 20: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Compared to other NextGen Library Systems Shared Implementation Community with Academic Libraries Shared vendor(s) (services-based profit center) community with Kuali

Commercial Affiliates (KCA) Not possible with proprietary software

Commercial and Possible Shared Hosting Local Cloud Hosted Cloud Cloud Support vs Application Support

Shared expertise in integrations with other HigherEd information systems

Shared ERM in GOKb Can other systems enable workflow and queues for all of your siloed

systems? Kuali OLE can and does this now via Kuali RICE!

How Does OLE Compare?

Page 21: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Current Model Based on Total Library Expenditure Model TLE > $20M = $100K per year TLE < $20M = $80K per year

Requires an initial 2 year commitment

Requires involvement in our Subject Matter Expert Groups

Requires membership in the Kuali Foundation (501c3)

Overall budget is transparent and open to members

As we gain more community members overall costs will drop and we will have more shared workflows and implementation strategies from the OLE Community

Joining the Kuali OLE Community

Page 22: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

Kuali Days 2012 – Austin, TX – Oct 15-16, 2012

Digital Library Forum on GOKb – Denver, CO – Nov 4, 2012

Educause 2012 – Denver, CO – Nov 7-8, 2012

Charleston Conference on GOKb – Nov 8-10, 2012

Indiana Library Federation Conference – Nov 13, 2012

Upcoming OLE Presentations

Page 23: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH

For more on Kuali OLE

• Visit our website: http://ole.kuali.org

• See our Test-Drive - http://kuali.org/test-drives

• Follow us on Twitter: @kualiole

• Read our Blog at: http://kualiole.tumblr.com

• Follow us on Ohloh - https://www.ohloh.net/p/kole

Thank You!

Page 24: Kuali OLE @ LITA Forum 2012

LITA Forum 2012 – Oct 6, 2012 – Columbus, OH


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