This is the slide deck for the Kuali OLE SCONUL Briefing to be held on Dec 6, 2012 at the Wellcome Collection Centre in London.

1. SCONUL:
Kuali OLE Briefing
Robert H. McDonald
Associate Dean for Library Technologies
Deputy Director Data to Insight Center
Indiana University
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

2. Kuali OLE Slides and HashTags
http://slidesha.re/Rxprbc
#kualiole #sconul
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

3. Presentation Outline
 A Brief History of Kuali OLE
 Our Relationship with the Kuali Foundation
 Kuali OLE Milestones
 Kuali OLE Release/Implementation Roadmap
 Kuali OLE and GOKb
 Kuali OLE Technology Impacts
 Kuali OLE and Global Partners
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

4. Brief History of Kuali OLE
 2008-2009 Mellon Funded OLE Project Investigation
 2009 Formed OLE Build Partnership of 8 higher
education institutions
 2010 OLE Build Phase Funded by Andrew W Mellon
Foundation & the Kuali OLE Partnership for a 2 year
software build phase
 Building a flexible, service-oriented, enterprise
library management system for academic &
research libraries
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

5. Community Architecture Process
Changing
Environment
& Risks
Functional Scope &
Description
Select and Acquire, Describe,
Deliver, and Relationship
Kuali OLE Technical
Architecture
Research,
Evaluation,
Selection
Kuali Rice, Kuali KFS, Apache
Jackrabbit, Apache Solar
McDonald, R.H. and M. Winkler. The Kuali OLE: Deep Library Collaboration and the Release of a Community-Sourced
Library Management System, Educause Annual Conference 2012, Denver, CO, November 2012.
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

6. Typical Kuali Project Stages
Discussion Incubation Build Enhance/Maintain
What? Investors Board
Sustain
Who? Scope Functional
Common Council
Need
Technical
Plan Team Integrate
When?
Timeline Expand?
Wheeler, B. Kuali 101: Explaining the Economics, Operations, and Strategy of Kuali for Higher Education, Kuali Days 2012,
Austin, TX, October 2012.
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

7. Kuali Foundation
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

8. Kuali Foundation
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

9. Kuali OLE Organization
Vision & Resources
Kuali OLE Board
Functionality & Scope
Functional Council Communications
Coordination
HTC Coordinator Project Manager Core Team
HTC Global
Resources Describe Deliver
System
Consultants Select & Acquire
Integration
Development Subject Matter Experts
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

10. Kuali OLE Partners
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

11. Kuali OLE Detailed Roadmap
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

12. Kuali OLE Milestones
 Build (July 2010-December 2010)
 Hire and Engage Kuali OLE Core Team
 Engage Software Development Contract with HTC Global Services
 Set Kuali OLE Agile Framework and Timelines
 Form Functional Specification Writing Teams
 Year 1 Prototype – Kuali OLE 0.2 (December 2010-April 2011)
 Demo at CNI Spring 2011 Member Meeting
 http://www.kuali.org/ole/demo/spring11/cni
 Software Releases
 First Public Release – Version 0.3 – Kuali Days 2011 (October 2011)
 Second Public Release – Version 0.6 (May 2012)
 Cloud Demo - http://demo.ole.kuali.org (Kuali OLE 0.6)
 Develop Year 2 Roadmap (November 2011-April 2012)
 Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013)
 In addition to our Amazon cloud test-drive version of Kuali OLE 0.6 University of
Chicago now has a local installation on a virtual machine sandbox for testing
 Will load full bibliographic records for U Chicago in December 2012
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

13. Kuali OLE Upcoming Releases
 Kuali OLE Version 0.8 - (Q2 2013)
 KRAD Integration with:
 Bibliographic Editor
 Instance Editor in KRAD
 Licensing Editor KRAD
 Integration with KFS 5.0
 Data Loaders for Alpha Testing
 Early Adopters will use this to get ready for production readiness
 Kuali OLE Version 1.0 - (Q4 2013)
 Production Ready Version (Beta)
 Cloud Hosting Scenarios
 Final integration with full RICE 2.0 and KFS 5.0
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

14. GOKb will be a freely available data
repository that will contain key publication
information about electronic resources as it
is represented within the supply chain from
content publishers to suppliers to libraries.
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

15. Global Open Knowledgebase (GOKb)
 Joint Kuali OLE / JISC project
 Mellon Foundation funded for June 2012-
November 2013
 Community-managed knowledgebase
 Global-Level Descriptive data about e-resources
for library management
 Designed to be open to all, but targeted to
integrate with Kuali OLE and JISC’s
Knowledgebase Plus
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

16. GOKb Milestones
 Coordination of data model with JISC KB+ - May 2012
 Select a “Bill of Materials” model for the logical data model – Jul 2012
 Elected to further develop JISC KB+ Data Explorer as interface for operators – Aug 2012
 Determine that data cleansing should be accomplished with a rules-based approach – Oct
2012
 Investigated rules engines and selected Google Refine – Nov 2012
 November 2012 Phase 1 Code Review
 Deliver first software release to SMEs – Dec 2012
 Data Explorer (KB+)
 Google Refine
 Instantiate GOKb server framework in JISC and Kuali OLE infrastructure – Jan 2013
 Phase 2 of software delivery – Apr 2013
 Project in production for JISC KB+ and Kuali OLE communities – Jun 2013
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

17. Impact of Kuali OLE Technologies
 Document Store  Workflow and Rules
 Flexible, easily extensible, and Engine
heterogeneous  Local control of workflow and
 Collocates related documents rules
in a node-based, tree structure  Supports multiple workflows
 Solr indexing engine is fast, based on roles and context
scalable, and familiar making it  External workflows can be
easy for libraries to customize referenced
discovery tools for staff
 Kuali OLE Patron
 Editor Framework Framework
 Supports easy construction of  Leverages enterprise identity
editors for many purposes
management systems
 Local control over editors so
 Can cascade through multiple
you can “roll your own”
sources of identity
 Links editors to workflow and management
rules engine
 Supports hybrid of local and
remote data
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

18. Library Services Platforms
Intota
Breeding, M. (2012). Automation Marketplace 2012: Agents of Change,
The Digital Shift, http://bit.ly/YJy1UD
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

19. How Does OLE Compare?
 Compared to other NextGen Library Systems
(Library Services Platforms)
 Shared Implementation Community with Academic Libraries
 Shared vendor (services-based profit center) community with
Kuali Commercial Affiliates
 Not possible with proprietary software
 Commercial and Possible Shared Hosting
 Local Cloud
 Hosted Cloud
 Cloud Support vs Application Support
 Shared expertise in integrations with other HigherEd information
systems
 Shared ERM in GOKb
 Can other systems enable workflow and queues for all of your
siloed systems? Kuali OLE can and does this now!
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

20. Flexible Implementations
Stand Alone Kuali OLE Systems
Multiple standalone Kuali OLE systems with independent
descriptive, financial, and identity data stores. Coordination
and integration at discovery layer.
Discovery & Discovery & Discovery &
Sharing Sharing Sharing
Systems Systems Systems
KOLE KOLE KOLE
Discovery Discovery Discovery
API API API
KOLE KOLE KOLE
KOLE Rice KIM KOLE Rice KIM KOLE Rice KIM
DocStore DocStore DocStore
Finance API Services Finance API Services Finance API Services
API API API
Local Rice Instance Local Rice Instance Local Rice Instance
DocStor Patron DocStor Patron DocStor Patron
KFS DB KFS DB KFS DB
e Entities e Entities e Entities
Bib Utility ERP IdM Bib Utility ERP IdM Bib Utility ERP IdM
Integration Integration Integration Integration Integration Integration Integration Integration Integration
API API API API API API API API API
Bibliographi Agency Bibliographi Agency Bibliographi Agency
Agency ERP IdMs Agency ERP IdMs Agency ERP IdMs
c Utilities c Utilities c Utilities
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

21. Flexible Implementations
Discovery &
Shared Bib and Shared Financials Sharing
with Consortial Financials and Systems
Middleware
Multiple standalone Kuali OLE systems with KOLE
shared financial core. Accounting practice keeps Discovery API
Partner information separate. Descriptive
records are shared in a single document store.
Instance documents manage individual instances
of materials. Patron entities are federated or
cascaded through KIM to share patron roles
across the partnership as in Option 3 or 4.
Coordination and integration at discovery layer.
KOLE KOLE Finance Rice KIM
DocStore API API Services
Shared Rice Instance
DocStore KFS DB Patron Entities
Bib Utility Bib Utility Bib Utility ERP ERP ERP IdM IdM IdM
Integration Integration Integration Integration Integration Integration Integration Integration Integration
API API API API API API API API API
Bibliographic Bibliographic Bibliographic
Agency ERP Agency ERP Agency ERP Agency IdMs Agency IdMs Agency IdMs
Utilities Utilities Utilities
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

22. Kuali EcoSystem
Open Licensing
Software
Software Consumers
Producers
Commercial
Support
Wheeler, B. Kuali 101: Explaining the Economics,
Operations, and Strategy of Kuali for Higher Education,
Kuali Days 2012, Austin, TX, October 2012.
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

23. Kuali Commercial Affiliates
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

24. SERVICES PLATFORM CLOUD LOCK-IN
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

25. GLOBAL PARTNERSHIPS
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul

26. Thank You!
 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
SCONUL: Kuali OLE Briefing | 12.06.12 | London, UK | @kualiole #sconul