OLE Project Regional Workshop - University of Kansas - Day 1

Regional Design Workshop

THE OPEN LIBRARY ENVIRONMENT PROJECT

REGIONAL DESIGN WORKSHOP: DAY ONE

RECONCEPTUALIZING TECHNOLOGY FOR

MODERN LIBRARY WORKFLOWS


Welcome!


Introductions Review Agenda & Logistics Project Overview Exercise Explanation

Break

Breakout Group Exercise: Major Process Identification Large Group Report Out: Major Process Identification & Categorization Working Lunch: Major Process Prioritization Exercise: Reviewing / Prioritizing Major Processes SOA / Business Process Modeling Overview

Break

Breakout Group Exercise : Core Process Task Identification Large Group: Review Core Process Outcomes Day One Wrap Up

Agenda: Day One


Welcome Back Breakout Group Exercise : Significant Process Task

Identification Breakout Group Exercise: Review Significant Process

Outcomes

BreakExercise: Opportunities for OLE – Blue SkyWorkshop Wrap Up / Adjourn

Agenda: Day Two


BathroomsWater & CoffeeLunchBreakout Rooms

Logistics


Participant Introductions

InstitutionFunctional AreaCurrent ILSIndividual Institution or Consortia


Project Overview

8

Open Library Environment Designing technology for the way libraries really work

Regional Design Workshop 9

Overview

Project rationalProject assumptions and scopeProject timeline and milestonesOpportunities to participate Q&A


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/


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

Current OLE participants


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/

Project Assumptions & Scope


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

Project Scope: Vision


Supports a wide range of resourcesBuilt, owned, governed by the library communityDeveloped using SOA, implemented with Web

ServicesAdapt and integrate with other enterprise systemsInteroperable

Project Scope: Principles


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

Project Scope: Design Document


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/


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 groupsPresentations at conferencesOutreach to library directors, IT

groupsConversations with other projects


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

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


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 OLEChance to work with forward looking, high energy

group with diverse perspectivesOpportunity to learn about emerging technologies

for the library world and for higher education


Opportunities for participation

Seeking participants for planning and build

Regional design workshopsWorking groupsProfessional eventsOngoing communication - website &

listserv


Goal: Define library workflows which must be supported in the new OLE

1 or 2 days eachMultiple locationsOverview of OLE ProjectOverview of BPMSmall group work to develop

descriptions of library workflows

Design Workshops – Overview


Working Groups – Overview

Focus on specific topics within projectOpen 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


Working Groups – Join us!

Project scopeLibrary workflows / BPM follow upBuild project planningProject governanceCommunicationsConnecting with other projectsOthers may be added as needed


Working Groups list on website

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


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, [email protected]


Purpose: Create a list of ILS processes performed by group

Process: Write down processes you perform with the ILS on post it notes. Group like items together on flip chart.Example: I work at the Circulation Desk.

Processes: Checking out books, Collecting fines, Setting up proxy accounts, Checking returned

books in, Resolving patron account problems

Divide into 5 equal groups – count offReassemble in breakout areas

Breakout Group Exercise: Identifying Processes


Break

10:10 – 10:25


Purpose: Create a list of ILS processes performed by group

Process: Write down processes you perform with the ILS on post it notes. Group like items together on flip chart.

Example: I work at the Circulation Desk.

Processes: Checking out books, Collecting fines, Setting up proxy accounts, Checking

returned books in, Resolving patron account problems

Breakout Group Exercise: Identifying Processes


Describe processesIdentify similarities Identify gapsGroup similar processes

Report Out: Major Processes


Purpose: Determine which processes are core and categorize other processes

Process: Use the colored dots to designate which category each process falls underGREEN = Core process: A process which is an absolutely

necessary part of any system, which all librarie perform

BLUE = Significant process: Not core but still important

YELLOW = Shift: Process that could be handled outside of the ILS by another system

RED = Stop: Process which we could stop doing

Exercise: Major Process Prioritization


Working Lunch

Major Process Prioritization


Review and Prioritize Major Processes Review categorization of processes Duplication? Combinations? What are the rewards and risks of pursuing these priorities? How would you limit the scope of what is core vs. what is not

core given these priorities?

Outcome: Group agreement on top items in core and significant categories

Exercise: Major Processes


BPM Overview

Service Oriented ArchitectureBusiness Process Modeling


Overview

What is SOAWhat is BPMBPM Workshop GoalsQuestions


SOA = Service Oriented ArchitectureDesign approach

Independent software pieces Pieces can be interchanged or repurposed more easily Pieces can be combined to create new services or systems Business experts and IT experts work together

SOA Process Create high-level map of how the business should work Deconstruct workflows Define reusable services Recombine services into a system that meets our requirements

Think Legos™

What Is SOA?

Before & After SOA


• http://www.youtube.com/watch?v=sbd_1G8Kqjs (~ 1.25 mins) (legos)

• http://www.youtube.com/watch?v=dyHWAiG6c-Y (~2 mins) (wardrobe)

• http://www.jisc.ac.uk/media/avfiles/programmes/eframework/eframework_soa_animation.mov (technical ~4 mins)

• http://www.youtube.com/watch?v=-9zgeS9B2NE (less technical ~3 mins)

What is SOA?


BPM = Business Process ModelingDesign approachBPM process

What needs to be done How to do it, in what order, and contingencies Separate from the systems and services that do the work Mid-level detail

Necessary before determining shared processes as part of SOA

What is BPM?


• http://www.youtube.com/watch?v=S-Mbr31f2dg (no sound)

Example of Modeling a Process


Goal: Define library workflows which must be supported in the new OLE

Small group work to develop descriptions of library workflows

Workshop output will shape project design

BPM Workshop Goals


Process Example


Questions

????


Choose Core Process to work on in Breakout Group session

Focus on future state, not current – what needs to happenModel selected Core Process

Use post it notes to list each discrete task/practice What discrete tasks/practices are involved in this process? Is there a task that triggers the start of this process? Is there a task that occurs at the end? Is data coming in / going out of system? Why? Are there outside systems or people that are affected or interact with

this process? What handoffs are involved?

Exercise: Core Process Task Identification


Neatness Does Not Count!


Break

2:30 – 2:45

Reassemble in Breakout Groups


Choose Core Process to work on in Breakout Group session

Focus on future state, not current – what needs to happenModel selected Core Process

Use post it notes to list each discrete task/practice What discrete tasks/practices are involved in this process? Is there a task that triggers the start of this process? Is there a task that occurs at the end? Is data coming in / going out of system? Why? Are there outside systems or people that are affected or interact with

this process? What handoffs are involved?

Exercise: Core Process Task Identification


Large Group: Reviewing Core Processes

Purpose: Group agreement on core processes

Process: Review of highest ranked core processes and discussion with group

Outcome: Refined process/task models for top core processes


Day One Wrap Up

Review Day OneWhat went wellWhat didn’tPreview Day Two

Continental Breakfast – 8:30New start time – 8:45


Thanks for your input!

See you tomorrow at 8:30

OLE Project Regional Workshop - University of Kansas - Day 1

Technology

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