Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

20
Bloomsbury LMS: Project success factors Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries

Transcript of Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Page 1: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Bloomsbury LMS:

Project success factors

Sharon Penfold, BLMS Project Manager

Andrew Preater, Associate Director, Senate House Libraries

Page 2: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Vision

• 21st Century Library Management System

• Flagship shared service model 

Goals

• Interoperability

• Shared user access to resources

• Open source theme

Starting point

Page 3: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Over to Andrew

Open source theme

Page 4: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Decision making processStage Status Due

Vision and goals Complete June

As is Complete June

Horizon scanning Complete July

Strategy review Complete July

Functional specification Complete September

Options analysis Complete September

Decision in principle Complete October

Financial, legal and commercial Underway January 2013

Technology roadmap Underway January 2013

Kuali OLE project planning Underway January 2013

Kuali OLE development In planning 2013-2014

Page 5: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Vision• 21st Century Library Management System• Flagship shared service model  Goals

• Interoperability• Shared user access to resources• Open source theme

Reference point 1Measures of achievement

Page 6: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Millennium

Sentryaccess control

Adlib archives

Agresso

Pcounter printing/ copying

Online card catalogue

Encore catalogue

Wireless authentication

Sharon Penfold, v2, 29/06/12

3M self service

Badgemaker card printing

Reference point 2Existing systems x 6

Page 7: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Reference point 3Landscape

Page 8: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Innovation

Re-engineering

Migration

Safety

SOLUTIONS

PROCESS

2

1 3

4

SOAS1

BB2

LSHTM

IoE

SH

RVC1

RVC2

SOAS2BB1

Reference point 4Risk appetite

Page 9: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

SIMPLE COMPLEX

RVC

BB

LSHTM

IoE

SH

SOAS

In house collaboratio

n

Demand aggregation

Shared services

Purchasing power Common platformConverged processes

Reference point 5Consortium spectrum

Page 10: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

The benefits:

Ownership of the process and output by each consortium partner

Cultural change through engagement of library staff as subject experts

Change agents (aka Systems Librarians) Shared process understanding Single view of the truth of the BLMS Testing strategy and sign-off mechanism

Reference point 6Specification

Page 11: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Reference point 7The enterprise context

Estates/security 3M Sentry access control

G4 ESI

Finance Agresso BluQube  

HR Northgate    

Student records SITS UnitE SIS

Web Drupal    

IT support Phoenix    

Page 12: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

1. Consortium

◦ Kuali, Chicago & commercial partners

◦ Ex Libris cloud

2. Go it alone

◦ Open source viable?

◦ Commercial low end – or high end with even stronger negotiation!

Options analysis – basic choices

Page 13: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Over to Andrew

Why Kuali OLE?

Page 14: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Dependencies

Success-based planning

Work Packages

BAU focus

Collaboration

Implementationapproach

Page 15: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.
Page 16: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Over to Andrew

The grunt work

Page 17: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Politics

Governance

Money

LMS appreciation

Project challenges

Page 18: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Consortium strength

Project Executive Group leadership

Systems Librarians collaboration & ability

Agile project management & governance

Change management & communications

Enterprise systems context

Experienced IT project manager

BLMS success to date

Page 19: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Vision

Commitment

Energy

Agility

The right people

Technology to fit the purpose

Critical success factors in a box:- for the project

Page 20: Sharon Penfold, BLMS Project Manager Andrew Preater, Associate Director, Senate House Libraries.

Over to Andrew

Critical success factors:- for the technology& more