Kuali OLE : An Integrated and Sustainable Development Model

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Kuali OLE An Integrated and Sustainable Development Model Mark Canney Doreen Herold James Young

description

A brief background and strategy for Kuali OLE at Lehigh University, some context on our planning process, three levers for changes: process, staffing, and technology; including a short conversation about the promise of Kuali OLE at Lehigh

Transcript of Kuali OLE : An Integrated and Sustainable Development Model

Page 1: Kuali OLE : An Integrated and Sustainable Development Model

Kuali OLE An Integrated and

Sustainable Development Model

Mark CanneyDoreen Herold James Young

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Themes and Outcomes

• Background and strategy• Planning• Levers for change

– Technology– Processes– Staffing

• The promise of Kuali OLE

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Goal

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

institutional collaboration

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From Scattered Buffaloes to Big Tent

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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

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Defining Variables

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Organizational Ethos• Merged organization• Tolerance for risk• Openness

– Systems– Culture

• Linking technology, budget, and organizational planning

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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

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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)

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Kuali OLE Modules

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Planning: Application Lifecycle Management

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

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Planning: Inclusive Governance Process

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Planning: Leveraging the Community

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Planning: Deploy and Deploy Again

Nov 2011

May 2012

Jun 2013

Nov2013

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What does this mean for Lehigh?

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Levers for Change: Staffing

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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

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Continuum of Practice

Identify Acquire Describe Process Manage

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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

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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

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ILS and Enterprise Systems: Pre-Kuali OLE

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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)

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Open Source Solutions: VuFind Discovery

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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

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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

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Unknowns

SustainabilityMaintenance

Long-term business model

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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

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Excitement

Experience PersonalContent

Device AppsMobility

Open

Flexible

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Thank you!