1. Charleston Conference Nov 2, 2011 open source administration software for education

2. http://go.iu.edu/4aV
Charleston Conference 2011 open source administration software for education

3. WHAT YOUR LIBRARY NEEDS TO KNOW
ABOUT KUALI OLE AND OUR COMMUNITY
SOURCE SOFTWARE FOR LIBRARIES!
Robert H. McDonald | Indiana University
Brad Skiles | Indiana University
Mike Winkler | University of Pennsylvania
Charleston Conference 2011 open source administration software for education

4. Outline
• Introducing Kuali Open Library
Environment – Kuali OLE
• Roadmap Overview
• System Architecture
• Engagement Opportunities
Charleston Conference 2011 open source administration software for education

5. Social Media & Feedback
• Follow us @kualiole on twitter
• Tweet about our session
#chsconf11 #kualiole
• Web: http://ole.kuali.org
• Blog: http://kualiole.tumblr.com/
Charleston Conference 2011 open source administration software for education

6. Introducing Kuali Foundation
MISSION:
• To deliver Open Source Systems
–For higher ed, By higher ed
• No licensing fees
• Non-proprietary code
• Collaboration among like-minded
institutions
Charleston Conference 2011 open source administration software for education

7. What Kuali is Not...
1 •Not a Vendor
2 • No Sales Force
• Do Not Solicit or Compete
3 via RFP
Charleston Conference 2011 open source administration software for education

8. Kuali Foundation Software Applications
Kuali Financial System
Kuali Coeus for Research
Administration
Kuali Student
Kuali Open Library
Environment
Kuali People Management for
Enterprise
Kuali Mobility
Kuali Ready
Charleston Conference 2011 open source administration software for education

9. Key Drivers for Kuali OLE
• Community-source library management system
• Next-gen technology environment
• Re-examine library business operations
• Break away from print-based workflows
• Reflect the changing nature of library materials
and new approaches to scholarly work
• Integrate with enterprise-level systems
Charleston Conference 2011 open source administration software for education

10. Kuali OLE Partners
Charleston Conference 2011 open source administration software for education

11. Functional Expert, Community Driven
Development
Charleston Conference 2011 open source administration software for education

12. OLE Year 1 Deliverables (7/2010-6/2011)
• Hire and Engage Kuali OLE Core Team
– 7 member team based at Indiana University
• Develop and Engage Software Development Contract
– HTC Global Services-Detroit, MI
• Started with 4 staff – now 16+ - will move toward 22 in next quarter
• Form Specification Writing Teams
– Formed Teams w/leads based in Kuali OLE Functional Council
• Deliver
• Select and Acquire
• Describe-Manage
• Workflows
• Data Model
• User Stories
• Communications
Charleston Conference 2011 open source administration software for education

13. OLE Year 1 Deliverables (7/2010-6/2011)
• Set Kuali OLE Agile Framework and Timelines
– Develop User Story Process
• Develop Year 1 Prototype Kuali OLE 0.2
– Demo at CNI Spring 2011 Member Meeting
• http://www.kuali.org/ole/demo/spring11/cni
• Set Agenda for Year 2 Software Release
– Kuali OLE 0.3 (November 2011) at Kuali Days 2011
• November 14-16, 2011 Indianapolis, IN
• http://www.kuali.org/kd2011/
• Form Sustainable Community for Long-Term Kuali OLE
Development
• Develop Kuali OLE User Group Annual Conference
Charleston Conference 2011 open source administration software for education

14. Current OLE RoadMap
Technologies
• Standards orientation
Pervasive
•
Themes
Service layer architecture
• Kuali® Technologies
Business Process
• Reduced vendor lock-in
• Flexible library workflows
• Enterprise integrations
Features Features (cont)
• Select & Acquire • Describe
o Kuali® Financial System Core • Apache Jackrabbit™ Document
Version 0.3 Release
o Extensive library business
repository for metadata
November 2011
process analysis
o Kuali® Rice for workflow
• Support multiple descriptive metadata
 Supply chain automation formats
 Vendor firm order ingest • Define document types – bibliographic,
 Manual invoice entry localization, enhancement
o Enhanced Pre-order Selection • 5 million bibliographic, 5 million item
o Purchase discrete item documents loaded
 Requisition • Searching
 Purchase Order • Faceted search for descriptive metadata
 Encumber funds
 Receive item • Transactional metadata search with linked
descriptive metadata
Charleston Conference 2011 open source administration software for education

15. Release 0.3 Content
1. Transactional Features
– Straight Line Acquisition
– Workflow/Roles
– Search
– EDI Transmission
2. Document Store Features
– Search
– Bib Editor
– Ingest
– Indexing
Charleston Conference 2011 open source administration software for education

16. Release 0.3 Deployment
Release 0.3 Deployment
• Publicly Available
• Cloud—Sample Data
• Download—No Data
• Driver’s Manual
• Installation Instructions
Charleston Conference 2011 open source administration software for education

17. Roadmap for Year 2 and Beyond
Charleston Conference 2011 open source administration software for education

18. Key Components of System Architecture
• Service Layer Architecture – to provide isolation of
concerns & to improve flexibility
• Kuali Technologies – to provide ready-built
technologies for development, messaging,
coordination, & financials
• Standard interfaces (when it makes sense) – to
provide open & predictable pathways in & out
• Multiple data stores – to provide purpose-built data
repositories that best model interactions & provide
some future-proofing
Charleston Conference 2011 open source administration software for education

19. Service Layer Architecture
Amazon EC Cloud
Vendors Utilities Users
Interfaces
External
IdM
Data
EDIFact ONIX-PL Standard NCIP ILS-DI
Interchange
s
Workflows
Business
Logic &
Service Bus: AuthN/AuthZ, Queues, Alerts, & Messaging Service
Registry
Architectur
Storage
Transaction Descriptive Relationshi
e
al Data Data p Data
Charleston Conference 2011 open source administration software for education

20. Kuali Technologies
• Kuali Rice
– Workflow
– Service Registry
– Identity Management Interface
– Messaging & Alerts
– Development Environment
• Kuali Financial System
– Financial Services for select & acquire
– Provide Requisition, Order, Receipt, & Payment
– Audit, Realtime Views, Reporting
Charleston Conference 2011 open source administration software for education

21. Standards
• Supply Chain Interactions
– Member of EDItEUR
– Edifact Quote & Edifact Invoice
– ONIX for Books, for Serials, Licenses
• Bibliographic Description
– MARCXML
– Dublin Core
– VRA-Core
– EAD
• Item/Holdings
– Standard is weak and inflexible
– Collapsed XML Structure
– Leverage Doc Store linking technologies Some rights reserved by
• External Interfaces Sappymoosetree
– ILS-DI recommendations
– NCIP
– Harvesting protocols
• Overall Plugin Architecture
Charleston Conference 2011 open source administration software for education

22. Joining the Kuali OLE Partnership
• Developing toolkit for others
– Making a Case for Community Source Library Systems
• Announce Models for Joining Kuali OLE
– Kuali Days 2011
– Multiple Tiers
• Partner
• Contributor
• Models for Implementation
– Consortial
– Cloud
• Models of disaggregated discovery layers abound both in
the open source and SaaS communities
Charleston Conference 2011 open source administration software for education

23. THANK YOU
For more on Kuali OLE go to:
http://ole.kuali.org
Follow us on Twitter @kualiole
Blog: http://kualiole.tumblr.com
Charleston Conference 2011 open source administration software for education

24. http://go.iu.edu/4aV
Charleston Conference 2011 open source administration software for education