Post on 26-Dec-2015
Kuali OLE Implementation at University of Chicago
Frances McNamaraDirector Integrated Library Systems and Administrative and Desktop Systems
Crescat scientia; vita excolatur Let knowledge grow from more to more; and so be human life enriched. Founded: 1890
Students 5,369 undergraduate students 9,850 graduate, professional, and other students Faculty 2,188 full-time faculty
Academics 49 majors and 29 minors in the undergraduate College 4 graduate divisions 6 graduate professional schools
Research Manager of Argonne National Laboratory and Fermi National Accelerator Laboratory (in partnership); also affiliated
with the Marine Biological Laboratory 89 Nobel Prize winners, including 8 current faculty
Campus In Chicago’s Hyde Park neighborhood on Lake Michigan
University of Chicago
By the Numbers, 2012-2013
Size 9th largest research library in North America 11.19 million volumes in print and electronic form 51,760 linear feet of archives and manuscripts 117.5 TB of University electronic archives and research data
Facilities 6 campus libraries with capacity to store approximately 11 million print volumes on campus 205 miles of shelving Average Mansueto book retrieval time: 3 minutes
Services 306,445 volumes circulated to 14,499 unique individuals 26,258 Scan & Deliver requests 16,087 UBorrow requests 9.1 million successful responses to full-text article requests 1,246,969 entries into Regenstein and 116,452 entries into Crerar 31,813 visiting researchers unaffiliated with the University 20,432 questions to reference librarians 5,800 attendees at training sessions
University of Chicago Library
Campus Libraries D'Angelo Law Library: U.S., foreign, and international law Eckhart Library: Mathematics, statistics, and computer
science Joe and Rika Mansueto Library: Interdisciplinary, automated
storage and retrieval John Crerar Library: Science, medicine, and technology Joseph Regenstein Library: Humanities, social sciences,
business Social Services Administration Library: Social welfare, social
work Special Collections Research Center
Libraries
Mansueto Library
Automated Storage Retrieval
LDMS homegrown mainframe SirsiDynix Horizon 1995 III Acquisitions 1997 Webpac, ipac, HIP SFX Aquabrowser better keyword searching and facets 2007 EDS “Articles Plus” 2012 Kuali OLE project 2008 Mellon grant regional meetings
Open Library Environment
Automation at the library
Horizon
Cataloging/Auth
Circulation
Serials Control
OPAC
Other vendors
Acquisitions
Course Reserve
Special Collections
Interlibrary Loan
AutoStorage Retrieval
OPAC Discovery
tools
LENS
EDS
CURRENT SYSTEMS
OLE
Cataloging/Auth
Circulation
Serials Control
Acquisitions
Interface to
Course Reserve
Special Collections
Interlibrary Loan
AutoStorage Retrieval
OPAC Discovery
toolsVufind Open Source
OPAC
Ebsco Discovery Service
Kuali OLE Systems
VUFIND
Public Beta – Last week of Nov. 2013 Go Live Jan. 2013 Shutdown HIP and LENS HIP continues My Account/Z39.50/NCIP
Develop and test My Account/Z39.50/NCIP against OLE
Go Live against Kuali OLE July 2014
Public Catalog
Nov. 2013 OLE v. 1.0
Nov-Feb. Data conversions
– Bibs, Holdings, Items– Circ patrons, blocks, circ records– Acq funds, open orders, standing and subscriptions, vendors– Serials receipt records– No ERM currently, will start with OLE
Integrated Library System
Dec.-Jun. Integrations Jan.- Apr. Customizations Jan. Full db running in test in production IT environment Feb-Mar Performance tuning Mar. 2014 OLE 1.5 May-June Staff training July GO LIVE July-Jan. Set up Reporting July-Jan. archive/store historical data Dec. 2014 shut down Horizon/III systems
Implementation Schedule
Mansueto Automated Storage Retrieval system
Course Reserve
Comptrollers electronic vouchers
ILL CIC and Borrow Direct so Z39.50 and NCIP
HathiTrust and Google Books Project processing
Critical Integrations
Staff on development teams, writing specs, testing
Fit/Gap analysis– Circ has done one round– Cataloging has looked at data conversion– Acq beginning a review/Serials heavily involved in development/testing
Some addons like Print spine labels, print labels for serial issues as checked in
Minimize customizations to keep it supportable
Reporting is very customized now
Critical Customizations
MySQL vs. Oracle
Default installation currently has data used in testing and development. Locations, setup from IU, Duke, Chicago
Might have a few hundred Chicago bibs/holdings
Plan to provide an empty db but not there yet, you need some sample data to even play around
Local installation
Locations Level 1 INSTITUTION UC Level 2 CAMPUS Level 3 LIBRARY JRL, JCL, ASR, etc. Level 4 COLLECTION Level 5 SHELVING Gen, Sci, RR4, etc.
Local setup
dev2 logon
Patron type, Item type, Location
Circulation Desk mapped to Locations
KRMS rules file has to match above info to work
Scheduled jobs (overdues, notices)
Local setup - Deliver
admin logon Bibs, Instances Holding(s) + Item(s), Einstances Loading data
Editor Create new bib/holding/item/ Einstance Import in Describe (1 by 1) Batch Bib Import in Admin/Batch Profile Admin/Batch Process Docstore Ingest S&A Staff Upload (marc + edi files) Docstore Bulk loader (format documentation being worked on)
Local setup - Describe
ole-khuntley logon Chart of Accounts (etc.) Various other KFS tables (lots and lots) a challenge Requisition CREATE Blanket Approve = REQ and PO Staff Upload (marc + edi) has an xml file with defaults
(there will be marc + 9xx loaders for 1.5) Serials Receiving add to an existing bib/holding Scheduled jobs
Local setup – Select & Acquire
Batch Export Batch Profile, Batch Process, Schedule Data mapping for exports Incremental exports including Deletes file API’s for Availability, also Renew, Request, etc. Villanova writing a Vufind “OLE Connector” SRU in 1.0; Z39.50 use IndexData’s Metaproxy NCIP messaging in 1.0; more NCIP messaging in 1.5
Local setup – Discovery Layer
Added 2 programmers, support for solr/lucene and java for Kuali OLE
Existing staff retrained. Kuali Rice. Technical Lead, 2 senior programmers, 2 junior
programmers, Systems Librarian, Library Systems Analyst
Digital Library Development Center – 2-3 programmers helping with Vufind customization PHP, 1 Web program librarian
Learning and changing
How to support it all
Kuali Commercial Affiliates HTC and Vivantech possible contractors
Atlas Systems and Dematic for integration with their systems
Vufind community Kuali OLE community
OLE project support for early implementer library
External assistance
Aging technologies, need platform to change as needed in the future. Increase in Eresource use, integration
Frustration with vended solutions, private equity takeovers of library vendors
Control costs
Control choice of enhancements
Open Source is not Do It Yourself, it is Do It Together
Expect continuing change
Why do it?
Chicago a good candidate for early implementer– Unusually centralized for a large research library– Large database to test limits of software– Beta testing experience of library staff– Anxious to renew aging legacy systems
Success depends on community– OLE partner contributions of staff expertise as well as money– OLE platform can be shaken down and enhanced as more partners go
live– Plan for the future together, linked data, more emphasis on electronic
resources– The more the merrier!
Happy Ending