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Kuali OLE: Our First Year
Outline
O Overview of Kuali OLE
O Review of our First Year
O Our Innovative Technology
O A Demonstration of Kuali OLE
O Our Second Year…and Beyond
Overview of Kuali OLE
O Kuali OLE is a enterprise approach
  to Library Management
O Kuali OLE is a community of
  partners & has additional support
  from Mellon
O Project started in July 2010
O We‟re half way through year two!
Key drivers for Kuali OLE
O Find sustainable model for the LMS thru
    community-source
O   Build a next generation technology environment
O   Re-examine library business operations &
    workflows
O   Break away from print-based model
O   Achieve staffing flexibility
O   Reflect changing nature of library materials & new
    approaches to scholarly work
O   Integrate with enterprise-level systems
Kuali OLE Partners
A community effort – driven by
        librarians
Including Lehigh’s Own…
Working Together
Tiger teams…

        …made of SMEs (subject matter
experts)…

According to a 1964 definition, "In case the term
„tiger team' is unfamiliar to you, it has been
described as 'a team of undomesticated and
uninhibited technical specialists, selected for their
experience, energy, and imagination, and assigned
to track down relentlessly every possible source of
failure in a spacecraft subsystem.„

From: http://en.wikipedia.org/wiki/Tiger_team
Working Together
MUR Tiger Team                          MER/ERMS Tiger Team
coordinates user & patron               coordinating with GOKb (Global Open
functionality; university system        Knowledgebase), licensing & ERM
integration for IdM (will work across   planning, specifications & investigations
other teams & system integrations,
Deliver esp.)                           Deliver Tiger Team
                                        oversees specification teams, research,
Scope Tiger Team                        & quick decision-making for all
scoping recommendation to refer to      requirements around Deliver, circulation,
the functional council; works with      patron & related library functions
other tiger teams on scoping decisions
& scheduling                             Manage/Describe Tiger Team
                                         specifications, requirements & planning
Select & Acquire Tiger Team              for library management of descriptive
specifications, requirements &           metadata (bib, item, holding, etc.)
decision-making around Select &
Acquire (i.e., financial & acquisitions)
Lehigh 2012   kuali update and demo
Year One Deliverables
O Hire and Engage Kuali OLE Core Team
O Engage Software Development Contract
   O HTC Global Services
O Set Kuali OLE Agile Framework and Timelines
   O Develop User Story Process
O Form Functional Specification Writing Teams
O Develop Year 1 Prototype Kuali OLE 0.2 – Demo at
  CNI Spring 2011 Member Meeting
   O http://www.kuali.org/ole/demo/spring11/cni
O Set Agenda for Year 2 Software Release
O Develop our first public release
   O Version 0.3 released at Kuali Days in Nov 2011
Year One Deliverables
Our Innovative Technologies
O Service Layer Architecture – to provide isolation of
  concerns & to improve flexibility
O Kuali Technologies – to provide ready-built
  technologies for development, messaging,
  coordination, & financials
O Standard interfaces (when it makes sense) – to
  provide open & predictable pathways in & out
O Multiple data stores – to provide purpose-built data
  repositories that best model interactions & provide
  some future-proofing
Kuali OLE Demonstrations
O Library requisition workflows in KFS
O Document store technology with
  heterogeneous document types
O Discovery integration
Our Second Year…and Beyond
 O Roadmap for Version 1.0 – Dec 2012
 O Partner Implementation Strategies
 O Developing GOKb Sister Project
 O Sustaining & Growing our Partnership
Lehigh 2012   kuali update and demo
Lehigh 2012   kuali update and demo
Lehigh 2012   kuali update and demo
More Information & questions
O Follow us on Twitter: @kualiole

O Read our Blog: http://kualiole.tumblr.com/

O Visit our website: http://ole.kuali.org/

O Register and attend an EDUCAUSE LIVE Event THIS
  WEDNESDAY from 1-2pm: “Kuali Open Library Environment:
  Reflections on Our First Year of Collaborative Software Development”. The session
  will offer insight into the OLE design and collaborative methodologies of this
  significant and groundbreaking project.

O Get in the sandbox!!! Try the OLE demo that Tim showed
  during the presentation:
  http://demo.ole.kuali.org/ole-demo/portal.jsp OR
  http://tst.ole.kuali.org/ole-tst/portal.jsp

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Lehigh 2012 kuali update and demo

  • 1. Kuali OLE: Our First Year
  • 2. Outline O Overview of Kuali OLE O Review of our First Year O Our Innovative Technology O A Demonstration of Kuali OLE O Our Second Year…and Beyond
  • 3. Overview of Kuali OLE O Kuali OLE is a enterprise approach to Library Management O Kuali OLE is a community of partners & has additional support from Mellon O Project started in July 2010 O We‟re half way through year two!
  • 4. Key drivers for Kuali OLE O Find sustainable model for the LMS thru community-source O Build a next generation technology environment O Re-examine library business operations & workflows O Break away from print-based model O Achieve staffing flexibility O Reflect changing nature of library materials & new approaches to scholarly work O Integrate with enterprise-level systems
  • 6. A community effort – driven by librarians
  • 8. Working Together Tiger teams… …made of SMEs (subject matter experts)… According to a 1964 definition, "In case the term „tiger team' is unfamiliar to you, it has been described as 'a team of undomesticated and uninhibited technical specialists, selected for their experience, energy, and imagination, and assigned to track down relentlessly every possible source of failure in a spacecraft subsystem.„ From: http://en.wikipedia.org/wiki/Tiger_team
  • 9. Working Together MUR Tiger Team MER/ERMS Tiger Team coordinates user & patron coordinating with GOKb (Global Open functionality; university system Knowledgebase), licensing & ERM integration for IdM (will work across planning, specifications & investigations other teams & system integrations, Deliver esp.) Deliver Tiger Team oversees specification teams, research, Scope Tiger Team & quick decision-making for all scoping recommendation to refer to requirements around Deliver, circulation, the functional council; works with patron & related library functions other tiger teams on scoping decisions & scheduling Manage/Describe Tiger Team specifications, requirements & planning Select & Acquire Tiger Team for library management of descriptive specifications, requirements & metadata (bib, item, holding, etc.) decision-making around Select & Acquire (i.e., financial & acquisitions)
  • 11. Year One Deliverables O Hire and Engage Kuali OLE Core Team O Engage Software Development Contract O HTC Global Services O Set Kuali OLE Agile Framework and Timelines O Develop User Story Process O Form Functional Specification Writing Teams O Develop Year 1 Prototype Kuali OLE 0.2 – Demo at CNI Spring 2011 Member Meeting O http://www.kuali.org/ole/demo/spring11/cni O Set Agenda for Year 2 Software Release O Develop our first public release O Version 0.3 released at Kuali Days in Nov 2011
  • 13. Our Innovative Technologies O Service Layer Architecture – to provide isolation of concerns & to improve flexibility O Kuali Technologies – to provide ready-built technologies for development, messaging, coordination, & financials O Standard interfaces (when it makes sense) – to provide open & predictable pathways in & out O Multiple data stores – to provide purpose-built data repositories that best model interactions & provide some future-proofing
  • 14. Kuali OLE Demonstrations O Library requisition workflows in KFS O Document store technology with heterogeneous document types O Discovery integration
  • 15. Our Second Year…and Beyond O Roadmap for Version 1.0 – Dec 2012 O Partner Implementation Strategies O Developing GOKb Sister Project O Sustaining & Growing our Partnership
  • 19. More Information & questions O Follow us on Twitter: @kualiole O Read our Blog: http://kualiole.tumblr.com/ O Visit our website: http://ole.kuali.org/ O Register and attend an EDUCAUSE LIVE Event THIS WEDNESDAY from 1-2pm: “Kuali Open Library Environment: Reflections on Our First Year of Collaborative Software Development”. The session will offer insight into the OLE design and collaborative methodologies of this significant and groundbreaking project. O Get in the sandbox!!! Try the OLE demo that Tim showed during the presentation: http://demo.ole.kuali.org/ole-demo/portal.jsp OR http://tst.ole.kuali.org/ole-tst/portal.jsp