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


Mar

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ctu

re M

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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

SOURC

ES TIME

SCOPE


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

Scope

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

OPAC

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...

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