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LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
Kuali OLE Update and Demo
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
Kuali OLE Slides and HashTags
http://slidesha.re/QSzP7M
#kualiole #litaforum
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
Kuali OLE Partners
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
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
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
Kuali Foundation
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
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
Kuali OLE Detailed Roadmap
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
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
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
Kuali OLE 0.6 Demo
DEMO Kuali OLE 0.6
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
OLE 0.6 screen shots
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)
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH
Kuali OLEGOKb Data
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
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)
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
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
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
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?
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
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
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!
LITA Forum 2012 – Oct 6, 2012 – Columbus, OH