1. SCURL Systems Librarians Update | 2013-04-12 Kuali OLE Update SCURL Systems Librarians

2. SCURL Systems Librarians Update | 2013-04-12  Kuali OLE Background  Development and Roadmap  Impact and Advantages  Questions Update Outline

3. SCURL Systems Librarians Update | 2013-04-12 Kuali OLE Partners

4. SCURL Systems Librarians Update | 2013-04-12  2008-2009 Mellon Funded OLE Project Investigation  2009 Formed OLE Build Partnership of 9 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 Brief History of Kuali OLE

5. SCURL Systems Librarians Update | 2013-04-12  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  Develop Year 2 Roadmap (November 2011-April 2012)  Develop GOKb Project with JISC for OLE ERM Components (June 2012-Nov. 2013)  Overview of Current Milestones (Jan 2012)  Educause LIVE January 2012 - http://net.educause.edu/live1202 Kuali OLE Milestones

6. SCURL Systems Librarians Update | 2013-04-12  Drive the product to meet the needs of your institution or consortium  Ownership of the software as a long-term (10 year) investment  Enterprise integration for core library services  Multiple deployment options  Single library instance  Consortial shared service  “Cloud” instance  Kuali Commerical Affiliates – Create an ecosystem for purchasing services not purchasing software  Can completely replace current LMS at Kuali OLE 1.5 Values of Membership in Kuali OLE

7. SCURL Systems Librarians Update | 2013-04-12 Kuali Foundation

8. SCURL Systems Librarians Update | 2013-04-12 Functionality & Scope Coordination Development Development Managers Consultants HTC Global Resources Subject Matter Experts Partner Business Analysts Kuali OLE Organization Vision & Resources Kuali OLE Board Functional Council Project Manager Select & Acquire Describe Deliver System Integration Communications Core Team

9. SCURL Systems Librarians Update | 2013-04-12  Select & Acquire  Order type / profile  Bibliographic document overlay  Chart of Accounts - Roles and workflows for Chart accounts maintenance  Deposit accounts, list of payment types  Fund notifications  Transfer funds  Non-serial receiving extension Roadmap – Version 0.8 (2 nd Quarter 2013)  Deliver Services  Check-In  Checkout  Renew  Borrower Record w/ Kuali Identity Management (KIM)  Requests (holding, course reserves, etc)  Deliver configuration  Overdue Courtesy notices  Borrower Bill Payments  Data integration with NCIP

10. SCURL Systems Librarians Update | 2013-04-12  Describe  Create and edit Instance document  Transfer OLE Instance/Item  Delete Bibliographic / Instance document  Bound-widths  Export Records (single & batch)  Global changes to Bibliographic and Instance documents  Import single record (Bibliographic and Instance documents)  Sort call numbers Roadmap – Version 0.8 (2 nd Quarter 2013)  Editor  MARC format support for Bibliographic document  Instance document schema (Item, call number, holdings, etc)  Integration and Data Services  Data integration with DocStore  Data integration with SRU / Z39.50  Patron-specific information configuration with KIM  Query services: add, updates, deletes based on supplied parameters  E-Resource Management  Request license  Compare new license contract  Document negotiation  Record license terms

11. SCURL Systems Librarians Update | 2013-04-12  Select & Acquire  Ingest invoice  Action Interval Checkin  Claim reports / unfulfilled orders  Complex M:1 purchase order to invoice  Create and link Deal document  File export of invoices to be paid  Pre-order/Order for standing orders and subscriptions  Serials receiving operator actions (missing, damaged, etc)  Electronic resource acquisition  Foreign currency conversion Roadmap – Version 1.0 (4 th Quarter 2013)  Deliver  NCIP services  Notification services  Trigger services for staff workflows (fines, shipping, alerts, printing, e-delivery)  Describe  Delete record  Record donor information  View subscription links for titles

12. SCURL Systems Librarians Update | 2013-04-12  Editors  License agreement editor and templates  Integration and Data Services  Implementation Loaders  Orders  Invoices  Bibliographic documents  Instance documents  Circulation transactions Roadmap – Version 1.0 (4 th Quarter 2013)  E-Resource Management  Trigger services for staff workflows (access-related problems for electronic resources)  Associate license terms with Deal document and purchase orders  Lookup license terms  ONIX-PL import  ONIX-PL export

13. SCURL Systems Librarians Update | 2013-04-12  Select & Acquire  Analyze budget  Serial issue printing  Fiscal year rollover  Line item budget snapshot  Unpaid subscriptions report  Data integration with university financial systems (data files)  Pre-order searching  Notifications for payments exceeding encumberances  Chart of Accounts  Deliver  Consortial borrowing  Circulation standards - SIP/SIP2/RFID  Automated storage facility integration services Roadmap – Version 1.5 (2 nd Quarter 2014)  Describe  Audit trail  Clickable URLs  Create and edit authority records  Delete authority records  Clone Authority records  Manage bibliographic links to authority records  Record validation for Bibliographic, Authority, and Instance documents  Batch job for global changes  Metadata harvesting  Flag records for action/attention  Crosswalks between metadata schemas

14. SCURL Systems Librarians Update | 2013-04-12  Editor  Extensible schema format support  Integration and Data Services  Harvest and sharing services  E-Resource Management  Integration with GOKb  Vendor and organization record management  Query history and licenses by vendor Roadmap – Version 1.5 (2 nd Quarter 2014)

15. SCURL Systems Librarians Update | 2013-04-12  http://gokb.org  Joint Kuali OLE / JISC proposal to Mellon Foundation funded for June 2012  Community-managed knowledgebase of subscribed resources (including e-Books)  Global data (same for everyone)  Local data (specific to your licenses)  Focus on management, not on access  Global-Level Descriptive data about subscribed resources for library management  From point of data creation to user access to evaluative use data  Designed to be open to all, but targeted to integrate with JISC’s KB+ project & with Kuali OLE Global Open Knowledgebase (GOKb)

16. SCURL Systems Librarians Update | 2013-04-12 GOKb Key Deliverables  Open KnowledgeBase using a standards-based architecture, CC0 license  Enhanced global data elements  Community maintenance model  APIs to interact with data — emphasis on ingest and maintenance  Expose as linked data

17. SCURL Systems Librarians Update | 2013-04-12 GOKb Data Model

18. SCURL Systems Librarians Update | 2013-04-12  Release OLE 0.8 (2 nd Quarter 2013)  Open Version of Software with Data Loaders  Partners/Evaluators can load their own data  Stress testing and models for deployment  Release OLE 1.0 (4 th Quarter 2013)  Early Adopter Implementation Package  Initial Mellon Build Grant ends with Release of OLE 1.0  Support by Kuali Commercial Affiliates  Release OLE 1.5 (2nd Quarter 2014)  Gold Release of Software  End of Build Phase  Evolution from Software Development to Implementation Support & Sustainability Year One Deliverables Kuali OLE – Future Deliverables

19. SCURL Systems Librarians Update | 2013-04-12  Early Implementations (2013-2014)  Lehigh University  University of Chicago  University of Pennsylvania  Bloomsbury Group – http://www.blms.ac.uk/  Mid-Implementations (2014-2015)  Indiana University  Duke University  North Carolina State University  Later Implementations  University of Maryland (2016)  Planning Implementations  Florida Consortium Implementation Schedule

20. SCURL Systems Librarians Update | 2013-04-12 Impact of Kuali OLE Technologies  Document Store  Flexible, easily extensible, and heterogeneous  Collocates related documents in a node-based, tree structure  Solr indexing engine is fast, scalable, and familiar  Editor Framework  Supports easy construction of editors for many purposes  Local control over editors so you can “roll your own”  Links editors to workflow and rules engine  Workflow and Rules Engine  Local control of workflow and rules  Supports multiple workflows based on roles and context  External workflows can be referenced  Kuali OLE Patron Framework  Leverages enterprise identity management systems  Can cascade through multiple sources of identity management  Supports hybrid of local and remote data

21. SCURL Systems Librarians Update | 2013-04-12  Workflow-driven system  Design solutions to optimize goals  Shift from what the software can do to what is the library trying to achieve  Software ownership  Directly determine the priorities for development  Independent investment  Community of partners  Sustainability, community-source model, and fellow travelers  Kuali Commercial Affiliates  Value added service, service level options, and services ecosystem  Service layer architecture  Adaptability and response to inevitable change  Future proofing technologies  Expansion of library responsibilities  Deployment options  No vendor lock-in – product or community Advantages in Kuali OLE

22. SCURL Systems Librarians Update | 2013-04-12  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 Thank You! Contact Information Michael Winkler | winkler4@upenn.edu