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Kuali Community Workshop
OLE Board Meeting
Neil Block, Harry Kaplanian, EBSCO
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Assumptions
• Next-gen ILS landscape: room for a strong entrant focused on academic libraries
• Open Source resonates with academic libraries
• Market will embrace an additional next-gen ILS: OLE - that is open source
• The OLE community needs to grow to remain sustainable
• Synergies exist between OLE and EBSCO offerings
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EBSCO Vision• Support OLE as open source ILS• Contribute actively to the development of OLE software• Integration between OLE and EBSCO/YBP services
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EBSCO Vision• Support OLE as open source ILS• Contribute actively to the development of OLE software• Integration between OLE and EBSCO/YBP services
Why?
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EBSCO Vision• Support OLE as open source ILS• Contribute actively to the development of OLE software• Integration between OLE and EBSCO/YBP services
Why?
• Vendor-provided ILS are not giving libraries choice• We provide complementary services to OLE• No intentions to build an ILS• Potential for business model providing services for OLE
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EBSCO: OLE Review Team
• EBSCO Project Team– Harry Kaplanian – Product Management– Neil Block – Market view and ILS functionality– Vincent Bareau - Architect– Tamir Borensztajn - Marketing– Jacqui Pazzanese – Project Management– Oliver Pesch – EBSCO Strategy
• Weekly status meetings• Project Plan underway• Monthly meeting with key stakeholders / executives• Peri and Patty Mescher – valuable resources – Thanks!
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EBSCO: OLE Project Status• Phase 0: Legal review – confirm no licensing issues – (Complete)• Phase 1: Join OLE Board membership & participate (Complete)• Phase 2: Project Kickoff - (Complete)• Phase 3: OLE detailed analysis and test assumptions
• Functional gap analysis – (April 29 – In Process) • Architecture review & update/recommendations - (April 29 – In Process)
• Rice and UI• Consortia friendliness• Multi-tenancy• Integration points• Other key areas
• Market research – (April 30 – In Process)• Phase 4: EBSCO Team formation - PM, CustSat, Technology (May – July)• Phase 5: Define objectives and develop plan, announce participation, actively assist to
help grow OLE community (July - )
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EBSCO: OLE Project Status• Phase 0: Legal review – confirm no licensing issues – (Complete)• Phase 1: Join OLE Board membership & participate (Complete)• Phase 2: Project Kickoff - (Complete)
• Phase 3: OLE detailed analysis and test assumptions• Functional gap analysis – (April 29 – In Process) • Architecture review & update/recommendations - (April 29 – In
Process)• Rice and UI• Consortia friendliness• Multi-tenancy• Integration points• Other key areas
• Market research – (April 30 – In Process)• Phase 4: EBSCO Team formation - PM, CustSat, Technology (May – July)• Phase 5: Define objectives and develop plan, announce participation, actively assist to
help grow OLE community (July - )
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Other EBSCO Activities
• Participation in OLE Board, Functional Council and Technical Council calls
• OLE software installed on AWS cloud service
• Visits to University of Chicago and Lehigh University
• Completed agreement with GoKB to provide EBSCO metadata
• Market research study to validate assumptions
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EBSCO Market Research• Retained a third-party research firm to test open source
ILS market assumptions
• Survey of 20 U.S. academic libraries (varying sizes, public and private institutions) on:– Awareness of next-gen ILS market– Knowledge of open source ILS software options– Perception of open source v. vended ILS system
• Costs• Functionality• Viability
• Market study began last week
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Market Research: Initial Findings
• Are you a believer in open source systems?– 95%-Agree
• Is there room in this market for an open source ILS to compete with a vendor-provided ILS?– 100%-Agree
• Have you heard of Kuali OLE?– 70%-No
• Have you heard of Koha– 75%-Yes
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Market Research: Initial Findings
• Are these ILS systems / suppliers forward-thinking, progressive and capable for academic libraries?
• Ex Libris Alma / OCLC WMS: high percentage agree• III Sierra / SirsiDynix BLUEcloud / ProQuest Intota:
slightly lower percent agree• Kuali OLE: 75% not sure• Koha: 40% no; 40% not sure
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Market Research: Initial Findings
• Given the option between an open source ILS and a vendor-provided ILS, which would you choose? – Open source-30%– Vendor-provided-65%
• Open-Ended Questions– What would have to change for an open source ILS tool to
become an option you would consider?
– What advantages do you believe open source systems provide over closed source systems?
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OLE Architectural Review
Update
Harry Kaplanian, EBSCO
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Kuali OLE Architecture Evaluation (ongoing)
• Stood up AWS instance of Kuali OLE– Deployment, setup and maintenance – very
manual process, needs automation– Evaluation of feature set – sometimes
challenging– Evaluation of user interface and user
experience– Upgraded from 1.5.8 to 1.6 – process not
clearly defined– Difficulty in setting up a working test library
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Architecture Evaluation (ongoing)
• General Observations– Document and workflow underpinnings are not hidden
by UI layer
• Rice– Deeply embedded, making challenging to disentangle
• Use of Service Bus should allow Rice replacement at the module level. But may require compatibility layer
– Still a version (or two) behind. – Transition from KNS to KRAD is not complete. Making
any transition to another framework more complicated– If Rice is to be replaced, does there need to be a
fundamental re-evaluation of the document / workflow approach?
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Architecture Evaluation (ongoing)
• Multi-tenancy– Rice does not support multi-tenancy– OLE layer does not support multi-tenancy– Need to further evaluate exclusive database storage for
persistence
• Considering 3 modes of configuration1. Baseline: individual library instances (current)2. Application Pool: shared application layer; dedicated
database layer; would require consolidating all persistence to DB layer; requires new tenant management layer
3. Full SaaS: requires full multi-tenant support; requires much development
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Architecture Evaluation Next Steps
• Finish Rice Analysis– Dependencies in OLE and integration points– High level understanding of Rice future development plans– Can Rice be replaced in parts over time (e.g. UI)
• Finish OLE-specific analysis– Dependencies on third-party components
• Evaluate possible open integration points for EBSCO/YBP services
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Feature ComparisonOLE EBSCO ExLibris (Alma) OCLC PQ (Intota)
Discovery
Shared KB GoKB
Community KB updates GoKB
Local catalog updates MARC updates
Print holdings
eContent holdings
Circulation
Acquisitions
LinkResolver
Usage & Analytics
Cataloging
IR Fedora Rosetta ContentDM
ERM
ILL OCLC OCLC OCLC
Selection Order API
Workflow Management Order integration
Existing feature Planned feature
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Feature ComparisonOLE + EBSCO ExLibris (Alma) OCLC PQ (Intota)
Discovery
Shared KB
Community KB updates G GoKB
Local catalog updates
Print holdings
eContent holdings
Circulation
Acquisitions
LinkResolver
Usage & Analytics
Cataloging
IR Fedora Rosetta ContentDM
ERM
ILL OCLC OCLC OCLC
Selection Order API
Workflow Management
Existing feature Planned feature
GoKB
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EBSCO: Next Steps
• Complete Market Research Analysis – Early May
• Complete OLE functional gap analysis and architectural review – mid-May
• HW Wilson foundation funding request – mid May
• Results of Foundation funding inquiries – mid-May
• Decision on how to move forward: late May
• EBSCO team formation (if decision is positive): June–
• Define objectives, develop plan, announce participation, help grow OLE community: Late June-
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Questions?