er&l 2011 - innovative eresource workflow strategies
DESCRIPTION
Panel Presentation at Electronic Resources & Libraries Conference 2011 ~ Kelly Smith and Laura Edwards, Eastern Kentucky University: "Managing eResource Workflow with Drupal" ~Xan Arch, Reed College: "Ticketing Systems for Tracking E-Resources Workflow" ~Ben Heet, Notre Dame: "CORAL: An Open Source Solution for eResource Management" ~Robert McDonald and Lori Duggan, Indiana University: "Enabling Flexible E-Resources Workflow with Kuali OLE"TRANSCRIPT
Innovative eResource Workflow StrategiesER&L Conference
March 1, 2011
Kelly Smith and Laura Edwards, Eastern Kentucky UniversityManaging eResource Workflow with Drupal
Xan Arch, Reed College Ticketing Systems for Tracking E-Resources Workflow
Ben Heet, Notre DameCORAL: An Open Source Solution for eResource Management
Robert McDonald and Lori Duggan, Indiana UniversityEnabling Flexible E-Resources Workflow with Kuali OLE
Managing eResources Workflow Using Drupal
ER&L 2011
Kelly Smith and Laura EdwardsEastern Kentucky University Libraries
eResource Quick Links:
Off Campus AccessLinking to Library ResourcesCurrent TrialseJournalseBooksStreaming VideosKnown Problems
*Report a Problem*
Patron View
eResource Quick Links:
Off Campus AccessLinking to Library ResourcesCurrent TrialseJournalseBooksStreaming VideosKnown Problems
*Report a Problem*
Patron View
Selective display based on status
Inheritability
Platform-specific inherited fields Vendor Contact Info Linking to Library Resources Stats Login Info Stats & Sushi Setup Location of Stats SFX Base URL Mobile Options Accessibility
flickr.com/photos/billward/425420616/
Drupal workflow module will be incorporated to track tasks for new resources. http://drupal.org/project/workflow
Status boxes in admin portal to track “in progress” resources
Embeddable videos
Weighting of resources
Reporting capability
More…
In Development…
Follow our progress http://library-dev.eku.edu/
Kelly Smith [email protected] Edwards [email protected]
Ticketing systems for tracking e-resources workflow
ER&L 2011
Xan Arch Collection Development Librarian
Reed College Library
Enterprise-level bug tracking software from Atlassian
Already in use in our Digital Library department
Standardized Centralized Transparent
Each order goes through the same stepso In Progress – Licensingo In Progress – Ordering o In Progress – Electronic Resources o In Progress – Metadata
JIRA notifies the department or individual by email when they are required to act on an issue
Standardized
The web form
Centralized
Display in Wiki
Transparent
Batch MARC loading requests
Workflow for purchasing microfilm to replace newspaper archives
New proxy requests
Communication between library reference desk and IT department for patrons who need computer support
Other Uses
Ben HeetUniversity of Notre Dame
CORALAn Open Source Solution for
eResource Management
ER&L 2011Austin, TX
What is the lifecycle of an electronic resource?
Can you just tell me when to turn?!
CORAL Workflows
In 500 ft turn left, … Keep right … Process the order now… Don’t forget to sign the license… Time to activate the resource… Arriving at destination…
A series of emails and task queues which remind people to do their part
How does it work?
Create your workflow rules…
How this plays out for staff…
Users check their queue for new tasks…
Will be in someone’s queue, until all steps are complete.
open source administration software for education
o leOpen Library Environment
Electronic Resources & Libraries Conference 2011Feb 28-March 2, 2011 - Austin, TX
open source administration software for education
Enabling Flexible E-Resources Workflow with Kuali OLE
Lori DugganElectronic Resources Librarian/Kuali OLE User Story
Team - Indiana University
Robert H. McDonaldExecutive Director, Kuali OLE – Indiana University
open source administration software for education
What is Kuali OLE?
• Kuali Foundation (http://www.kuali.org) - is a growing community of universities, colleges, businesses, and other organizations that have partnered to build and sustain open-source software for higher education, by higher education.
• Kuali: Kitchen wok - humble utensil that plays an important role in the successful kitchen.
• Kuali + OLE (Open Library Environment) (http://ole.kuali.org)– An open partnership among academic libraries seeking to provide for
their evolving needs through the delivery of next generation library management systems and software.
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Kuali OLE Partners
open source administration software for education
Kuali OLE Software Components
1. New Software being developed by our partner HTC Global Services, Inc., OLE Functional Council and OLE Core Team.
2. Kuali RICE – middleware that supports a services oriented architecture and an enterprise service bus – ex. Workflow management, notification, identity management, also support for legacy systems.
3. KFS (Kuali Finance System) – can serve as complete finance system for university or other non-profit – Kuali OLE is using core components to drive our overall select and acquire process.
open source administration software for education
IU Current ERM Workflow
• Simple Database Purchase– Communication Based (Group Email Account)
• Vendor Negotiation– Price– If Yes then
• Review License – make changes• Return License with Purchase Order
– Make a Purchase Order in SIRSI System and encumber funds• Activation Information• Invoice from Vendor• Fully Executed License• All communications kept in printed file folder for long-term access
open source administration software for education
IU ERM Workflow on Kuali OLE
• All internal library communications will be managed by– Kuali RICE
• e-doc workflow which is part of KEW (Kuali Enterprise Workflow Engine)
– All note fields would be based in web interface system
– Once purchase order is established EDI could happen directly from Kuali RICE or could be moved to university purchasing system for approval
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open source administration software for education
Requisition Entry
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Item and Accounting Info
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Notes Fields for Long-Term Communication Retention
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Ad Hoc Routing – Selectors or Other Approvers
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Action List – Critical for Notification and Approval
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Print PO or EDI to Vendor
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Contact Us!
• Kuali OLE Website: http://ole.kuali.org• Follow Us on Twitter: @kualiole• Follow Us on Linkedin: http://www.linkedin.com/groups?gid=2653081
• NewsFeed - http://feeds.kuali.org/KualiInsider• For more on Kuali OLE Contact
– Robert H. McDonald, Executive Director-Kuali OLE– [email protected] or by phone at 812-856-4834
• For more on Kuali Foundation Contact– Jennifer Foutty, Executive Director Kuali Foundation– [email protected] or by phone at 812-345-3948
Questions?