KUALI OLE at SAALCK 2011

open source administration software for educationSAALCK – Next Gen Catalog – 6/9/11

o leOpen Library Environment

http://creativecommons.org/licenses/by/3.0/


Kuali OLE:Community-based Solutions

John Little – Head of Discovery & Core ServicesDuke University

Michael Winkler – Chair OLE Functional CouncilUniversity of Pennsylvania



Story of Kuali OLE

• Who are we?• Why are we doing this?• Where are we going?• How can I participate?



Kuali OLE Partners



Kuali Foundation: The Foundation for OLE

Member Institutions Commercial Affiliates

Board of DirectorsLegal Services

Intellectual Property

Financial Management

Meeting Services

Licensing

Community Coordination

Collaboration Infrastructure

Event Management

Enterprise Workflow

Connector System

Enterprise Notificatio

n

Identity Managem

ent

Service Bus

Project Board

Project Management

Development Teams

Application Roadmap

Committee (ARC)

Technology Roadmap

Committee (TRC)

Project Board

Functional Council

Project Management

Development Teams

Subject Matter Experts

Govern

an

ce

Kuali Financial System

Kuali Coeus

Kuali Student System

Kuali OLE

Kuali Ready Above

Campus Service



Kuali OLE Governance Componets

Board – Vision & Community

Functional & Technical Councils – Driving our solution

Project Management – Kouli OLE Core Team

Development Teams – HTC Global Development Partner

Subject Matter Experts – Domain Expertise

Kuali OLE



Kuali OLE Foundations



Kuali OLE Progress to Date

Functional Council• Began weekly meetings in Summer 2010• 4 face to face meetings

Technical Council• Weekly conference calls• Rice training• Technical research

Core Team•Hiring Project Manager, Business Analyst, Data Architect, Quality Assurance Manager, Operations Manager, Technical Architect

•Development of project infrastructure – Jira, Amazon services, QA protocol,

Hire HTC Global Services, Inc•Project manager, On-site senior developers, Data architect, & Storage consultant

•Two onshore senior developers•Offshore Kuali center of excellence, 12 developers



Phases of Kuali OLE

Community Phase2008-2009

Design Phase2009-2010

Build Phase2010-2012

Deployment &Sustaining Phase

2012-2022



Kuali OLE Sustaining Beyond 2012

• Workflow – Workflow – Workflow– Toward Born Digital – Toward multi-digital copies– Toward licensing management logic

• Operational Existence through 2022• Kuali Rice as service bus for Above-Campus Workflow• Interested in opportunities for structured and open-linked data services

– Shared or consortial KB’s• Kuali Commercial Affiliates (KCA’s) interested in:

– Structured data and service oriented data services not necessarily SaaS– IaaS cloud services for consortia– Support and Implementation Services

• Virtualization services for the cloud

2CUL/Kuali OLE Discussion 4.15.11



Service Oriented Architecture:Library as an Enterprise Partner

• The focus of Kuali OLE on library business– Integrate and interoperate with enterprise & domain

infrastructure– Leverage workflows for efficiency & economy– Expect change– Don’t do other’s work!

• Examples– IdM– Blogging– Reporting– OPAC



Kuali OLE Progress to DateWorking teams draw from the Partnership•Technical Teams: KFS fit analysis, Document store technical analysis, Dataset repository, User roles teams

•7 specification writing teams•Infrastructure Teams: User stories, Data model, Workflows, User experience, User roles teams

Generation of over 3000 user stories• Participation of over 100 SMEs• Over 230 vetted &groomed for the current development sprints

Outcomes• User stories provide guidance, articulation,

and acceptance terms for generation of specs for service inventory

• Code production from developers• KFS-OLE instance for accounting

requirements



Kuali OLE Progress to DateDocument Store – Development Objectives• Index multiple record types• Ingest testbed of data into the document

store• Proof of Concept verification on Document

Store• Develop basic staff interfaces• Results generation: subsecond response &

facetting

Document Store – Demonstration Results• Index 10 M Records (MARC XML,

Authorities, Dublin Core• Load Repository• Configurable Document Categories• Facets, SOLR Suggest, Sorting, Dynamic

Interface

Performance Metrics• Indexed 8M records in 10 hours• Index size of 8M records is 20 GB• 70 & 200 millisecond response time

(regular & advanced)



Kuali OLE Roadmap

July 2011

•Kuali OLE Framework•Document store

November 2011

•Data integration toolkit for suppliers, knowledgebase, & utilities

•Service contracts published for core functionality

•Service contracts published for Select, Acquire

March

2012

•Service contracts for Describe, Delivery and Manage Relationships is published

•Preliminary migration toolkit release

July 2012

•OLE Version 1.0 released• Implementations begin at Partner sites with Deployment, migrations, training, and localization

• Affiliate training program

• Implementer training available

• Support wiki in place • Help desk service

commences

• Developer community event

• V2 vision release

• Implementers Track at Kuali Days

• Test drive version available



Project Management: Who’s Driving the Bus?

OLEHTC

OLECore

OLEFunctional

Council

OLETechnical Council

LibrarySubject Matter

Experts

Spec Team

Data Model

User Stories

Spec Team

Spec Team

Spec Team

Spec Team

Spec Team

UX TeamDatasets

Team

OLEWork Teams



Functional Experts Participation

1410

8

131216

20

13

100+ Functional Experts to Date

UF, FL ConsortiumPENNNCSUMarylandLehighIndianaDukeChicago



Agile Fits Community Driven Development



Example – Editor Discussion

• Need is identified – descriptive metadata editor– Support bulk & individual document maintenance– Provide a development environment to support

innovation & experimentation• Functional & Technical Counsel discussions• Subgroup discussions with functional experts• Outcome explores functional needs and

leveraging system capabilities



Contact Us!

• Kuali OLE Website: http://ole.kuali.org• Latest Vcast - http://kuali.org/ole/demo/spring11/cni

• Follow Us on Twitter: @kualiole• Talk to us:

Michael Winkler – [email protected] John Little – [email protected]

mailto:[email protected]

mailto:[email protected]


KUALI OLE at SAALCK 2011

Technology

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