'Seeding' the Cloud Library--Precipitating Change in Library Infrastructure
University of Guelph Library Integrated Learning Environment Project Technological Change &...
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University of Guelph Library Integrated Learning Environment Project
Technological Change & Organizational
Change: Positioning the Library on Campus
Michael Ridley, UGArthur Kamp, HP
January 30th, 2004
204/18/23 HP Services
Mission
• Knowledge Management
• Support & enhance learning & research experience
• Build community
What is driving change at the University?
Opportunities & Drivers
• More students/double cohort
• Consumer “attitude”
• Application of new technologies
• Publishing trends
• Collaboration
• Client needs • Evolving modality of teaching
• Funding
• Competition
304/18/23 HP Services
What problems is the University facing?
• Competition for resources– Funding tied to performance– Limited resources– Sustainability
• Technology– Legacy systems– Pace of change
• Faculty buy-in
• Need for integrated campus vision
• Participation
404/18/23 HP Services
Integrated Learning Environment Vision
IntegratedLearning
Environment
LISIMS
LMSLCMS
SISHRIS
Student Information SystemHuman Resources Information System
Library Information SystemInformation Management System
Learning Management SystemLearning Content Management System
Information & Knowledge
Services
Student/FacultyAdministration
Services
LearningServices
Courses & Curriculum Supporting Learning
Information Resources Supporting Learning & Research
Student /Faculty/ Staff Information for Personalization &
Provisioning, Recording & Accrediting
FMSRMS
Facilities Management SystemResource Management System
Facilities & Resources supporting learning & research
Scheduling& Digital ResourceServices
Aggregated services and data • Personalized views of learning, support, mentoring, tutoring• Key Performance Indicators (KPIs), • Communication of ILE events and real-time data from any connected system• Collaboration, calendaring, Scheduling, news, events, multi-media, learning styles, search, indexing, role-based access via personalization, etc
Single point of entry into the Digital Environment shared by all participants.
504/18/23 Adaptive Infrastructure Reference Architecture
What are elements of the vision?
• Client/User Needs
• Integration (Services, Resources, Tools)
• Extending Information Management
• Online Learning (Courseware)
• Personalization
• Organization & Flexible Solutions
• Governance
Balanced
ScorecardClient/ User
Needs Integration
Extending
Information
Management Online Learning Personalization
Organic &
Flexible
Solutions Governance
Financial X X
Customer Service X X X X X X X
Process X X X X X X
Innovation X X X X X X
604/18/23 HP Services
Preserve/Migrate Access/Use
Create/Acquire/Modify Describe/OrganizeInformation Management Life
Cycle
Standards
Digital Rights Management
Evaluation
Security
Privacy
Information Management Life Cycle
704/18/23 HP Services
Moving from…• Functional Orientation
• Static Content
• Course Centered
• Corporate Orientation
• Commercial Publishing
• Served Environment
To…• Student Orientation
• Dynamic Content
• Learner Centered
• Personal Orientation
• Open Access Publishing
• Self-Reliant Environment
Proposed Initiatives
804/18/23 HP Services
Proposed Initiatives – Shared Services Model
ContentManagemen
t
ContentManagemen
t
Single Sign-On
Single Sign-On
Data Storage
Data Storage
ProcessManageme
nt
ProcessManageme
nt
DirectoryDirectory
ReportingReporting
SearchSearch
Application
Integration
Application
Integration
KnowledgeManageme
nt
KnowledgeManageme
nt
UniversalServices
Base Services
Base Services
NavigationNavigation External
Content
External Content
Corporate Branding
Corporate Branding
RolePersonalizati
on
RolePersonalizati
onCollaboratio
n
Collaboration
Portal Services
Shared Services
Shared Services
Supported Activities
Supported Activities
University Shared Services
Pu
blis
hin
g
Self-H
elp
S
erv
ices
Com
merc
e
Skills
En
han
cem
en
t
Colla
bora
tive
Work
BASE Activities
Information &
Knowledge
Services
Information &
Knowledge
Services
Learning Manageme
ntServices
Learning Manageme
ntServices
Search & Access
Support Services
Search & Access
Support Services
Scheduling &
Digital Resource Services
Scheduling &
Digital Resource Services
Digital Wallet
Digital Wallet
Project Management Support Services
Project Management Support Services
OKII/OAI Enabled Services
OKII/OAI Enabled Services
Man
ag
e P
roje
cts
JIT P
ers
on
alize
d
Gu
idan
ce &
A
dvic
e
Op
en
Sch
ola
rly
Pu
blis
hin
g
Dyn
am
ic U
niv
ers
ity
Cale
nd
ar
Ble
nd
ed
Learn
ing
ENHANCED Activities
Dig
ital L
ibra
ry
904/18/23 HP Services
Shared Services Scenarios
1. Learning Object Repository
2. Research Grant Application
3. Blended Time/Space Scheduling
4. Mobility (@home/@school)
Search & Access Support Services
Digital Wallet
Project Management
SupportServices
Learning Management
Services
OKI/OAIEnabled Services
InformationKnowledge
Services
Scheduling &Digital Resource
Management
Services & Resources
Service Providers
Learning Object Repository• Find/Search• Locate• Drop into course/package for
publication
Publishing
ManageProjects
Self-Help Services
SkillsEnhancement
Commerce
CollaborativeWork
DigitalLibrary
BlendedLearning
ScholarlyPublishing
DynamicUniversityCalendar
JIT Personalized
Guidance/Advice
Search & Access Support Services
Digital Wallet
Project Management
SupportServices
Learning Management
Services
OKI/OAIEnabled Services
InformationKnowledge
Services
Scheduling &Digital Resource
Management
Services & Resources
Service Providers
Publishing
ManageProjects
Self-Help Services
SkillsEnhancement
Commerce
CollaborativeWork
DigitalLibrary
BlendedLearning
ScholarlyPublishing
DynamicUniversityCalendar
JIT Personalized
Guidance/Advice
Research Grant Application• Application forms/documentation• Share documents• Approval• Project management, calendaring,
resource scheduling
Search & Access Support Services
Digital Wallet
Project Management
SupportServices
Learning Management
Services
OKI/OAIEnabled Services
InformationKnowledge
Services
Scheduling &Digital Resource
Management
Services & Resources
Service Providers
Publishing
ManageProjects
Self-Help Services
SkillsEnhancement
Commerce
CollaborativeWork
DigitalLibrary
BlendedLearning
ScholarlyPublishing
DynamicUniversityCalendarJIT
PersonalizedGuidance/Advice
Course Time/Space Scheduling• Course scheduled in calendar• Populate with learning aids• Room/resource booking• Personal & Corporate
Search & Access Support Services
Digital Wallet
Project Management
SupportServices
Learning Management
Services
OKI/OAIEnabled Services
InformationKnowledge
Services
Scheduling &Digital Resource
Management
Services & Resources
Service Providers
Publishing
ManageProjects
Self-Help Services
SkillsEnhancement
Commerce
CollaborativeWork
DigitalLibrary
BlendedLearning
ScholarlyPublishing
DynamicUniversityCalendarJIT
PersonalizedGuidance/Advice
Mobility• Synchronization• Versioning• Collaboration• Access to services by any
standard device
1404/18/23 HP Services
Shared Services & Activities Supporting Scenarios
Activities Services
TypeScenarios
Activities#1 #2 #3 #4
Publishing X X XManage Projects X X XSelf-Help Services X XSkills Enhancement X XCommerce X XCollaborattive Work X X X
Digital Library X X X XJIT Personalized Guidance & Advice
X X
Dynamic University Calendar X XBlended Learning X XOpen Scholarly Publishing X X
2 5 9 11
Ba
se
Ac
tiv
itie
sE
nh
an
ce
d
Ac
tiv
itie
s
TypeScenarios
Service Descriptions#1 #2 #3 #4
Information & Knowledge Services
X X X X
Scheduling & Digital Resource Services
X X X
Learning Management Services X X X
OKI/OAI Enabled Services X X X XDigital Wallet X XProject Management Support Services
X X
Search & Access Support Services
X X X
4 5 5 7
Un
ive
rsit
y S
ha
red
Se
rvic
es
SCENARIOS:
1. Learning Object Repository
2. Research Grant Application
3. Blended Time/Space Scheduling
4. Mobility (@home/@school)
1504/18/23 HP Services
Proposed Initiatives- Enhanced Activities
• Just-in-time Personalized Guidance & Advice
• Dynamic University Calendar
• Blended Learning
• Digital Library
• Open Scholarly Publishing
JIT P
ers
on
alize
d
Gu
idan
ce &
Ad
vic
e
Op
en
Sch
ola
rly
Pu
blis
hin
g
Dyn
am
ic U
niv
ers
ity
Cale
nd
ar
Ble
nd
ed
Learn
ing
ENHANCED ActivitiesD
igita
l Lib
rary
1604/18/23 HP Services
Proposed Initiatives – Shared Services Model
ContentManagemen
t
ContentManagemen
t
Single Sign-On
Single Sign-On
Data Storage
Data Storage
ProcessManageme
nt
ProcessManageme
nt
DirectoryDirectory
ReportingReporting
SearchSearch
Application
Integration
Application
Integration
KnowledgeManageme
nt
KnowledgeManageme
nt
UniversalServices
Base Services
Base Services
NavigationNavigation External
Content
External Content
Corporate Branding
Corporate Branding
RolePersonalizati
on
RolePersonalizati
onCollaboratio
n
Collaboration
Portal Services
Shared Services
Shared Services
Supported Activities
Supported Activities
University Shared Services
Pu
blis
hin
g
Self-H
elp
S
erv
ices
Com
merc
e
Skills
En
han
cem
en
t
Colla
bora
tive
Work
BASE Activities
Information &
Knowledge
Services
Information &
Knowledge
Services
Learning Manageme
ntServices
Learning Manageme
ntServices
Search & Access
Support Services
Search & Access
Support Services
Scheduling &
Digital Resource Services
Scheduling &
Digital Resource Services
Digital Wallet
Digital Wallet
Project Management Support Services
Project Management Support Services
OKII/OAI Enabled Services
OKII/OAI Enabled Services
Man
ag
e P
roje
cts
JIT P
ers
on
alize
d
Gu
idan
ce &
A
dvic
e
Op
en
Sch
ola
rly
Pu
blis
hin
g
Dyn
am
ic U
niv
ers
ity
Cale
nd
ar
Ble
nd
ed
Learn
ing
ENHANCED Activities
Dig
ital L
ibra
ry
1704/18/23 Adaptive Infrastructure Reference Architecture
What are the Guiding Principles?
• Ubiquitous Access
• User Centric
• Anywhere, Anytime
• Confidentiality
• Dynamic Personalities
• Self Publishing
• Information Aggregation
• Single Pathway
• Resource Monitoring
• Common Purpose
• Integrated Student Support
• Balance Use Choice & Pedagogical Goals
• Traditional Service Support
• Library Leadership Role
• Extended Information Assets
• Scholarly Publishing
• Digital First
• Content Management
• Packaging Asynchronously Supports Metadata Use
• Quality & Validity
• Efficient Re-Use
• Facilitated Content Creation
• Campus-Wide Governance
• Keeping in Touch
• Process Management
• Piloting Services
• Integrated Entrance
• Central Directory
• Browsers Standards
• Metadata Standards
• Search Standards
• Database Standards
• Technologies
1804/18/23 HP Services
Proposed Actions
Deliver Base Services
Establish Services Framework
Ongoing Actions Phase
Deliver Custom Services
Management & Architecture
• Integrated Architecture
• Integrated Planning
• Integrated Prototyping, Pilot & Implementation
• Integrated Deployment & Continued Implementation
• Integrated Support, Review, Evaluate, & Revise
• Integrated Enhanced Activities Services
1904/18/23 HP Services
Road Map (Gameplan) Goals
Financial (2) Customer Service (14)
Process (21) Innovation (3)• Focus on continual
improvement on the Information Management Lifecycle
• User-driven processes• Service Management
(Levels, Repeatability,Quality)
• Usefulness• Appropriateness• Trust• Quality• Enhancing sense of
community• Responsiveness• User-Centeredness• Ease of use• Learner-Centeredness
• Cost Efficiency• Cost Effective• Do not rob Peter to pay
Paul
• Catalyst for development of knowledge
• Decentralize quality control
• Focus on an alternative to publishing externally
2004/18/23 HP Services
Long term implications
Implementation Implications
• Campus-wide governance
• Keeping in touch (user needs)
• Process/Service management
• Piloting Services
• Integration (single point of entry)
Expected Benefits• Broadened access• Improve the creation &
dissemination of scholarly communication
• Enabled integration• More resources• Better product or result• Collaboration is encouraged• Manage information overload• Respecting diversity of users
needs & rights• Meeting service obligations
of University• Create & re-use• Support the academic
mission
2104/18/23 HP Services
Implementation Roadmap
Time
Value
Current State
Point Solutions
Base
Future State
EnterpriseArchitectu
re
SharedServices
EnhancedServices
Integrated LearningEnvironment
OpenStra
tegic
Tactical
Portal
2204/18/23 HP Services
Governance Framework
Strategic Policy/ Governance
Steering Committee
Operational Business UnitsCap Cap Cap CapProject Management
Project B
Project C
Project D
Project A
CoordinateSub-contractor managementDeliveryLogisticsInstallVerifySLAPerformanceChangeRiskMAC
Sub-Contract Resources
Delivery Fulfillment and Sub-contractor Management
Policy and Strategy Alignment
Program Management Office
StrategicVisioning
&PlanningService
2304/18/23 HP Services
Implementation Recommendations
1. Implement Enterprise Portal based on the initial requirements as well as those developed from the Enterprise Architecture Framework.
2. Build the case for change by performing an Enterprise Architecture Assessment focusing on Governance, Services Management and Technology Infrastructure required to support the over time.
3. Establish a University-wide Program Management Office (PMO) to govern the process of evolution of using the guiding principles as an aid to the decision making framework as well as addressing the Strategic Governing actions.
2404/18/23 HP Services
Lessons Learned (Critical Success Factors)
•Senior level Commitment ($, People, Leadership)
•Wide spread involvement and backgrounds
•Turf, Turf, Turf … Vision, Vision, Vision (shared)
•Emerging Open Source vs. Commercial Product• Portals (http://www.uPortal.org)
• Digital Library (http://www.dspace.org)
• Search & Access (http://www.simili.org)
•Focus on services first, enabling technology second
2504/18/23 HP Services
Over to you …
What lessons are there here
that you can take away and modify?
2604/18/23 HP Services
University of Guelph Library Integrated Learning Environment Project
Technological Change & Organizational
Change: Positioning the Library on Campus
Michael Ridley, UoGArthur Kamp, HP
January 30th, 2004
2804/18/23 HP Services
Strategic Visioning & Planning Process
Strategic Visioning &
Planning Process
3.Buildthe
Vision
8. Next Steps
4.Identify
Domains ofInterest
5.Create
Solution Concept
1. Prepar
e
7. Consolidat
eThe
Results
2.IdentifyChange
Drivers & Goals
6.Develop GamePlan
Purpose:1. Build Vision for ILE2. Develop Gameplan with
Actions & Goals3. Build Consensus
Expected Outcomes:1. Framework for making decisions2. Fit-for-purpose Enterprise Solution
Architecture3. Stakeholder participation and
agreement4. Recommendations for proceeding5. Identification of short term,
medium and long term requirements
Deliverables:1. EAF Repository2. EAF Presentation3. Vision4. Gameplan5. Guiding Principles6. Solution Concept7. Actions & Goals
2904/18/23 HP Services
Building the Gameplan
Ongoing Phase I Phase II Phase IIIUoG
Partners
Suppliers
Students
Strategic Strategic Strategic Strategic
Tactical Tactical Tactical Tactical
Service Service Service Service
TechnicalTechnicalTechnicalTechnical
FinancialCustomer
Process
Innovation
Actions GoalsStrategic Governance Actions Financial Performance Goals
Tactical Governance Actions Customer Service Goals
Service Management Actions Process Improvement Goals
Technical Infrastructure Actions Innovation Goals