![Page 1: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/1.jpg)
Kuali OLE An Integrated and
Sustainable Development Model
Mark CanneyDoreen Herold James Young
![Page 2: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/2.jpg)
Themes and Outcomes
• Background and strategy• Planning• Levers for change
– Technology– Processes– Staffing
• The promise of Kuali OLE
![Page 3: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/3.jpg)
Goal
To use software development as a vehicle for change: processes, technology, organizationally, cross
institutional collaboration
![Page 4: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/4.jpg)
From Scattered Buffaloes to Big Tent
![Page 5: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/5.jpg)
Lehigh University
Libraries
Infrastructure
Client Services
Teaching & Learning
Budget & Planning
Web & Mobile Services
Enterprise Systems
• Residential, research university
• 6,800 FTE (5k under; 2k grad)
• Libraries• Merged• 40 staff• 3 buildings• 1m volumes• Ongoing shift to
digital
![Page 6: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/6.jpg)
Defining Variables
![Page 7: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/7.jpg)
Organizational Ethos• Merged organization• Tolerance for risk• Openness
– Systems– Culture
• Linking technology, budget, and organizational planning
![Page 8: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/8.jpg)
Impetus for Change• Digital content• Own to access• Social and mobile
Technology
• Aging and inflexible• Proprietary market not
responsive• Work arounds
• Staffing• Sustainable funding• Managing change
New Practices
Operations
![Page 9: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/9.jpg)
Funding
• Foresight– ILS replacement on horizon– Set aside EOY balance into “reserve
fund”• Shift
– Maintenance-centric to development-centric
• Future– Lower TCO– ROI (yet to play out)
![Page 10: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/10.jpg)
Kuali OLE Modules
![Page 11: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/11.jpg)
Planning: Application Lifecycle Management
WHAT IS APPLICATION LIFECYCLE MANAGEMENT? by David Chappell, December 2008, Sponsored by Microsoft Corporation
![Page 12: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/12.jpg)
Planning: Inclusive Governance Process
![Page 13: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/13.jpg)
Planning: Leveraging the Community
![Page 14: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/14.jpg)
Planning: Deploy and Deploy Again
Nov 2011
May 2012
Jun 2013
Nov2013
![Page 15: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/15.jpg)
What does this mean for Lehigh?
![Page 16: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/16.jpg)
Levers for Change: Staffing
![Page 17: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/17.jpg)
Levers for Change: Processes
Current FutureManual Batch
Duplicate Once
Multiple systems, sources of information
Systems consolidated, centralized
Print-based Flexible for the unforeseen
Library services left out in the cold
Room in the inn
![Page 18: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/18.jpg)
Continuum of Practice
Identify Acquire Describe Process Manage
![Page 19: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/19.jpg)
Kuali OLE as an opportunity for strategic alignment of systems
• Apply one set of goals, resources to a collection of systems to move towards an organizational goal
• Aligned with strategic goals and values (customer focused, effective, flexible, sustainable, secure)
• Aligned technologically for efficient workflows, communication, management
![Page 20: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/20.jpg)
ILS and Enterprise Systems: Pre-Kuali OLE Challenges
SirsiDynix Symphony (ILS)
ILLiad (ILL)
Palci EZ-Borrow (ILL)
WebCat (OPAC)
ContentDM (DMS)
Oracle (IDM)
Banner (Finance)
E-Resource Management
License Management
![Page 21: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/21.jpg)
ILS and Enterprise Systems: Pre-Kuali OLE
![Page 22: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/22.jpg)
Integration and Planning: Open Source Solutions
Kuali OLE (ILS) VuFind (Discovery)
NCIP Toolkit (XC) Drupal (CMS)
ContentDM (DMS)
Moodle (LMS)
Omeka (DMS)
Archives Space (Archives)
![Page 23: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/23.jpg)
Open Source Solutions: VuFind Discovery
![Page 24: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/24.jpg)
Integration: ILS Development Environment
Closed System Feature Open System
Vendor Supplied User Interface Programmer access
Vendor Supplied Staff Interface Programmer access
API - maybe Data Stores DBA access, API
Vendor Supplied Modules Programmer access
Vote! Bug fixes, enhancement
Community
Vendor Support Community
Vendor Pricing Foundation
![Page 25: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/25.jpg)
Open System IntegrationVuFind
(Discovery)
Palci E-ZBorrow via NCIP
ILLiad (NCIP Add-ons)
Patron Data (Oracle)
Authentication (LDAP, SSO)
Financial (Oracle)
E-Resources
License Management
Digital Collections
Data Stores
![Page 26: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/26.jpg)
Unknowns
SustainabilityMaintenance
Long-term business model
![Page 27: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/27.jpg)
Strategic Shifts
Previous Variable Future
Isolated, Reactive Staff Collaborative, Proactive
Disparate Workflows Agile
Vendor Maintenance Community
Customize Development Full programmer access
Closed Technology Open
Higher TCO* Value Lower TCO*
Fragmented Planning Participatory, Coordinated
Scattered buffaloes Culture Big tent
*yet to play out
![Page 28: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/28.jpg)
Excitement
Experience PersonalContent
Device AppsMobility
Open
Flexible
![Page 29: Kuali OLE : An Integrated and Sustainable Development Model](https://reader036.vdocuments.us/reader036/viewer/2022070317/5562aee5d8b42a7c4a8b537f/html5/thumbnails/29.jpg)
Thank you!