Kuali OLE An Integrated and

Sustainable Development Model

Mark CanneyDoreen Herold James Young

Themes and Outcomes

• Background and strategy• Planning• Levers for change

– Technology– Processes– Staffing

• The promise of Kuali OLE

Goal

To use software development as a vehicle for change: processes, technology, organizationally, cross

institutional collaboration

From Scattered Buffaloes to Big Tent

Lehigh University

Libraries

Infrastructure

Client Services

Teaching & Learning

Budget & Planning

Web & Mobile Services

Enterprise Systems

• Residential, research university

• 6,800 FTE (5k under; 2k grad)

• Libraries• Merged• 40 staff• 3 buildings• 1m volumes• Ongoing shift to

digital

Defining Variables

Organizational Ethos• Merged organization• Tolerance for risk• Openness

– Systems– Culture

• Linking technology, budget, and organizational planning

Impetus for Change• Digital content• Own to access• Social and mobile

Technology

• Aging and inflexible• Proprietary market not

responsive• Work arounds

• Staffing• Sustainable funding• Managing change

New Practices

Operations

Funding

• Foresight– ILS replacement on horizon– Set aside EOY balance into “reserve

fund”• Shift

– Maintenance-centric to development-centric

• Future– Lower TCO– ROI (yet to play out)

Kuali OLE Modules

Planning: Application Lifecycle Management

WHAT IS APPLICATION LIFECYCLE MANAGEMENT? by David Chappell, December 2008, Sponsored by Microsoft Corporation

Planning: Inclusive Governance Process

Planning: Leveraging the Community

Planning: Deploy and Deploy Again

Nov 2011

May 2012

Jun 2013

Nov2013

What does this mean for Lehigh?

Levers for Change: Staffing

Levers for Change: Processes

Current FutureManual Batch

Duplicate Once

Multiple systems, sources of information

Systems consolidated, centralized

Print-based Flexible for the unforeseen

Library services left out in the cold

Room in the inn

Continuum of Practice

Identify Acquire Describe Process Manage

Kuali OLE as an opportunity for strategic alignment of systems

• Apply one set of goals, resources to a collection of systems to move towards an organizational goal

• Aligned with strategic goals and values (customer focused, effective, flexible, sustainable, secure)

• Aligned technologically for efficient workflows, communication, management

ILS and Enterprise Systems: Pre-Kuali OLE Challenges

SirsiDynix Symphony (ILS)

ILLiad (ILL)

Palci EZ-Borrow (ILL)

WebCat (OPAC)

ContentDM (DMS)

Oracle (IDM)

Banner (Finance)

E-Resource Management

License Management

ILS and Enterprise Systems: Pre-Kuali OLE

Integration and Planning: Open Source Solutions

Kuali OLE (ILS) VuFind (Discovery)

NCIP Toolkit (XC) Drupal (CMS)

ContentDM (DMS)

Moodle (LMS)

Omeka (DMS)

Archives Space (Archives)

Open Source Solutions: VuFind Discovery

Integration: ILS Development Environment

Closed System Feature Open System

Vendor Supplied User Interface Programmer access

Vendor Supplied Staff Interface Programmer access

API - maybe Data Stores DBA access, API

Vendor Supplied Modules Programmer access

Vote! Bug fixes, enhancement

Community

Vendor Support Community

Vendor Pricing Foundation

Open System IntegrationVuFind

(Discovery)

Palci E-ZBorrow via NCIP

ILLiad (NCIP Add-ons)

Patron Data (Oracle)

Authentication (LDAP, SSO)

Financial (Oracle)

E-Resources

License Management

Digital Collections

Data Stores

Unknowns

SustainabilityMaintenance

Long-term business model

Strategic Shifts

Previous Variable Future

Isolated, Reactive Staff Collaborative, Proactive

Disparate Workflows Agile

Vendor Maintenance Community

Customize Development Full programmer access

Closed Technology Open

Higher TCO* Value Lower TCO*

Fragmented Planning Participatory, Coordinated

Scattered buffaloes Culture Big tent

*yet to play out

Excitement

Experience PersonalContent

Device AppsMobility

Open

Flexible

Thank you!