Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced Library Management...

November 7, 2012

Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced Library Management System

November 7, 2012

Robert H. McDonald-Indiana University

@mcdonald

Mike Winkler-University of Pennsylvania

@winkler4

Tweet Us: @kualiole #E12_SESS065

http://slidesha.re/PXdmeK

#kualiole #EDU12

Kuali OLE Engage PageTake Notes-Ask Questions?

http://bit.ly/SY2Lx5

Tweet us: #EDU12 #kualiole #E12_SESS065

Our Story

A Journey towards a Collaborative Community Community Development Toward a Kuali OLE Collaborative Community Architecture/Technical Foundation Towards a Software Development Community Supporting Collaborators and Sustaining a

Community Ecosystem for Vended Services Investment in the Community Towards a Global Community

Kuali OLE as

Collaborative Community

Organization for

Software Development

SharedServices/GlobalPartnership

BuildCommunity Technicall

Foundations

Kuali OLE Partnership

Community Development

Shared Vision – Software Development for Library Business Practice

Knowledge – Reviewing and Choosing Models for Collaboration

Effort – Functional Council/Subject Matter Experts/Software Developers

Openness – Openness of Intellectual Property and Openness of Community

Communities of Collaboration

Participants in communities of collaboration embrace intentional interdependence as instrumental to their individual success.

These communities are built on principles of shared investment and coordinated action to achieve mutually desired outcomes within a known period of time. Collaborative communities require members to limit their autonomy in the interest of directed action to pursue shared goals.

From Wheeler and Hilton – The Marketecture of Communityhttp://www.educause.edu/ero/article/marketecture-community

Collaborative Community Reality

Reality TriangleRE

ES TIME

Community Architecture Process

Research, Evaluation, Selection

Kuali Rice, Kuali KFS, Apache Jackrabbit, Apache Solar

Functional Scope & Description

Select and Acquire, Describe, Deliver, and Relationship

Changing Environment

& Risks

Kuali OLE Technical Architecture

Community Architecture Choices

Service Oriented Architecture Kuali Rice

KRAD-web-based workflow and interface Kuali Identity Management

Kuali Financial System Apache Jackrabbit Apache Solar

Kuala OLE as Startup

Expertise

Development Tiger Teams

Coordination

Management

Vision & Resources Kuali OLE Board

Functional CouncilProject ManagementProject Manager

Select & Acquire

Describe

Deliver

Manage Relationships

Implementation

Communications

HTC Coordinator

HTC Global Resources HTC Consulting

Core Team

Subject Matter ExpertsConsultants

Kuali OLE Organization

Functionality & Scope

Coordination

Development Subject Matter Experts

Vision & ResourcesKuali OLE Board

Functional Council

Project Manager

Select & Acquire

Describe Deliver

System Integration

Communications

HTC Coordinator

HTC Global Resources

Core Team

Consultants

Integrated Library System

Acquisitions

Cataloging

Circulation

Serials Control

Other SystemsLearning Management

Course Reserve

Special Collections

Interlibrary Loan

Others

Discovery tools

Next Generation Discovery System

Metasearching

Consortial Borrowing System

Current Library Systems

Deployment Planning – One Partner’s View

Tasks Configuration Data Migration Customization Integrations Testing Training

Go Live

Resources Local Staff Kuali OLE Core Team Kuali OLE Community

Consultants Kuali Commercial Affiliates Kuali OLE Partners

Impact Partners work together to marshal

all resources Knowledge feeds back into

community to support all Partners

Ecosystem for a Vended Community

Kuali OLE Community

LibraryService Vendor

Partner Libraries

KCAs and Commodity IT

Kuali Commercial Affiliates (KCA) Diversity of Vendor Diversity of Services Support For Unique

Functional Needs Support for Like-Minded

Partner Solutions Commercial Activity Support

the Community

Kanban Rules Toyota's Six Rules for Kanban

1. Do not send defective products to the subsequent process

2. The subsequent process comes to withdraw only what is needed

3. Produce only the exact quantity withdrawn by the subsequent process

4. Level the production

5. Kanban is a means to fine tuning

6. Stabilize and rationalize the process

Library Management System Marketplace

A smaller group of larger firms dominate the library automation marketplace. They are largely international, diversified, and privately owned. The mergers and consolidations that marked the recent history of the industry have absorbed the weaker products and companies.

Marshall Breeding-Library Automation Expert

Breeding, M. (2012). Automation Marketplace 2012: Agents of Change, The Digital Shift, http://bit.ly/YJy1UD

U.S. Academic Library Systems Sales 2011

Breeding, M. (2012). Automation Marketplace 2012: Agents of Change, The Digital Shift, http://bit.ly/YJy1UD

Cloud-Lock In

Community Investment

Current Vended Library System Service Models Require Financial Investments that are funneled toward private

equity Large Personnel Investments that work toward future

enhancements and quality assurance but that are not shareable in the community

Kuali OLE Focuses financial investment back into the community Shares Personnel investment for long-term product

enhancement and community knowledge

Global Community

JISC+JISC Collections+Kuali OLE=GOKb

Global Community

Now is the Time Models exist for pure open source libraries Cultural Differences Can Be Celebrated and

Leveraged Total U.S. Centric Collaboration does not

necessarily equate to long-term collaborative community sustainability

How do we bridge the gap with existing organizations

Questions?

Online – Tweet them to us: #EDU12 #kualiole

Or write them into our engage page http://bit.ly/SY2Lx5 (open googledoc)

More on Kuali OLE 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

• For more on All Things Kuali Related!• Come to the Kuali Foundation Reception• Wednesday Nov. 7 – Hyatt Regency Hotel

Capitol Ballroom 3, Level 4

Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced Library Management...

Education

Transcript of Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced Library Management...

The Library A to Z: crowd-sourced advocacy

What Your Library Needs to Know About Kuali Open Library Environment (OLE) and Our Community Source Software for Libraries!

Migrating serials data from Horizon to Kuali OLE University of Chicago Library data conversion experience Frances McNamara Director Integrated Library.

KUALI-BEH: Software Project Common Conceptskualikaans.fciencias.unam.mx/images/kuali/documentos...KUALI-BEH, Version 1.1 i Date: August 2012 KUALI-BEH: Software Project Common Concepts

Kuali OLE Implementation at University of Chicago Frances McNamara Director Integrated Library Systems and Administrative and Desktop Systems.

Kuali Enterprise Workflow

Kuali Rice: General Overview Brian McGough Kuali Rice Project Manager Kuali Lead Architect Director, Enterprise Software, IU May 13, 2008.

Kuali OLE at the University of Chicago Library · This case study documents the processes at the University of Chicago Library (Library) that ultimately resulted in the decision to

Brenda Johnson - Developing a New Model for Library Collaboration: Kuali OLE

Kuali Overview

Kuali Presentation December 7 th 2009 TIF- CSI. Agenda Kuali Overview Kuali at UC Davis – Kuali Financial System – Kuali Coeus – Kuali Rice.

Kuali Financial Systems Update Kuali Board of Directors 10/19/05.

Kuali Identity Management

Kuali Research Administration (KRA) Kuali Days / May 2007 St. Louis, Missouri.

KUALI FINANCIAL SYSTEM (KFS) ACCOUNTS RECEIVABLE TRAININGafs.ucdavis.edu/systems/kuali/folder-not_used_by_navigation/KFS-AR.… · KUALI FINANCIAL SYSTEM (KFS) WELCOME! ACCOUNTS RECEIVABLE

Kuali Ready Overview

Kuali Enterprise Notification

CSU Kuali Days Welcome to CSU Kuali Days! Overview Session for: Kuali Basics April-May, 2009.

Implementing Kuali Rice

CSU Kuali Days