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Open Library Environment Designing technology for the way libraries really work

December 8, 2008 ~ CNI, Washington DC

Lynne O’BrienDirector, Academic Technology & Instructional Services,Perkins Library, Duke University

Carlen RuschoffDirector for Information Technology & Technical Services,University of Maryland

Beth Forrest WarnerOfficer for Grants, Research Support & Library Assessment,University of Kansas

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Overview

• Project rational

• Project assumptions and scope

• Project timeline and milestones

• Opportunities to participate

• Q&A

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Project rationale

• Current ILS products are inadequate. • Vendor consolidation constrains choices.• There is a growing need for library systems to

interact with other enterprise systems.• Libraries need to control their own destinies.• Detailed rationale in the proposal document:

oleproject.org > Overview > Full Project Description

http://oleproject.org/overview/full-project-description/

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Project starting point

• Initial assessment of interest in libraries – early 2008.

• Proposal development by a diverse group of libraries – April 2008

• The Andrew W. Mellon Foundation provided funding for the design project. – June 2008

• Project underway August - 2008

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Current OLE participants

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Project Assumptions & Scope

• The scope of the project has received much input and discussion.

• The current version is maintained at:oleproject.org> Overview > Project Scope

http://oleproject.org/overview/project-scope/

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Project Scope: Vision

• Flexible, adaptable, and community-developed software framework OLE Framework supports core business Transforms processes to power new services Strives to reach enterprise level

interoperability

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Project Scope: Principles

• Supports a wide range of resources

• Built, owned, governed by the library community

• Developed using SOA, implemented with Web Services

• Adapt and integrate with other enterprise systems

• Interoperable

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Project Scope: Design Document

• Design document will address: Business Processes Architecture and Data Models Integration and Interoperability Data Governance and Security Discovery and User Experience

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Growing Participation

• Additional libraries have expressed interest since project was announced

• Requests for visitors, interns and collaboration on other grants reflects growing interest

• Original and current participants: oleproject.org > Project Participantshttp://oleproject.org/participants/

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Timeline and Milestones - done

• Initial group meeting and introductory SOA Sept. 2008

• Business Process Modeling training Nov. 2008

• Planning for regional design workshops

• Formation of working groups• Presentations at conferences• Outreach to library directors, IT groups• Conversations with other projects

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Timeline and Milestones – to do

• BPM design workshops 11/08 – 1/09

• Consolidate BPM input at meeting 1/20/09

• Translate models to SOA Spring 09• Develop build proposal Spring 09• Complete the design document 7/09• Ongoing community input and feedback• http://oleproject.org/overview/project-timeline/

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Getting Involved

• Success dependent on community ownership and direction

• Chance to influence the design so OLE is more likely to meet your needs

• Participation influences adoption of OLE• Chance to work with forward looking, high

energy group with diverse perspectives• Opportunity to learn about emerging

technologies for the library world and for higher education

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Opportunities for participation

• Seeking participants for planning and build

• Regional design workshops

• Working groups

• Professional events

• Ongoing communication - website & listserv

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Design Workshops – Overview• Goal: Define library

workflows which must be supported in the new OLE

• 1 or 2 days each• Multiple locations• Overview of OLE Project• Overview of BPM• Small group work to

develop descriptions of library workflows

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Design Workshops – Join us!

• Open to those who work with ILS, have institutional approval and who will be active in discussions

• May need to balance across functional areas

• No charge/ pay your own travel

• Workshop output will shape project design

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Workshop list on website

http://oleproject.org/workshops/

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Working Groups – Overview

• Focus on specific topics within project

• Open to those who have expertise, are serving as representatives of their institution and are willing to be active contributors to group research and writing

• Groups will post updates on OLE website Contact coordinator of group for info on that group

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Working Groups – Join us!

• Project scope

• Library workflows / BPM follow up

• Build project planning

• Project governance

• Communications

• Connecting with other projects

• Others may be added as needed

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Working Groups list on website

http://oleproject.org/get-involved/working-groups-join-us/

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A new way of working

• New groupings that cross organizations, countries

• Online, virtual teams

• Complex information management

• Multiple technologies

• A chance to experience the research and working strategies that our faculty and students experience

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Wrap up

Upcoming events and webcasts:http://oleproject.org/events/

Project website has up to date information:http://oleproject.org

Questions? Comments?

Contact:Lynne O’Brien, lynne.obrien@duke.edu