Presented by Michael Winkler, Director for Information Technologies & Digital Development at University of Pennsylvania, and Robert H. McDonald, Associate Dean for Library Technologies, Indiana University, at the Kuali Days UK conference, 30 October 2013.

1. KUALI OLE UPDATE
Kuali Days UK
Oct 2013
Robert H McDonald – Indiana University
Michael Winkler – University of Pennsylvania

2. AGENDA
 Overview
 Features
 Timelines
 Discussion

3. THE OLE PROJECT – 2008-2009
 Mellon funded
 Lead by Duke University
 Wide participation
 Investigation of community-sourced
software as a solution
 Outcome…

4. KUALI OLE PARTNERSHIP – 2009

5. KUALI OLE BUILD 2010 – 2013
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Project Design
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Hire Core Team
Hire HTC
Design Architecture
Project Organization
Specs – Code – Test
Releases
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0.2 – Apr 2011
0.3 – Oct 2011
0.6 – May 2012
0.8 – Jun 2013
1.0 – Nov 2013
1.5 – 1st Qtr 2014
Vison
Planning
Roadmap
Specs
Code

6. DRIVERS FOR KUALI OLE
 Expectations of users
 Functional priorities
 Flexible workflows
 New directions for staff
 Risk management
 Enterprise engagement
 Changes in metadata
 Changes in supply chain
 Changes in scholarly record
 Break from print-based
workflows
Re-examine library business
operations

7. KUALI OLE COMMERCIAL
AFFILIATES

8. VISION FOR KUALI OLE
 Community-sourced
 Direct participation
 Clarity in investment
 Community owned
 Risk mitigation
 Company of friends
 Services platform
 Flexible, discreet, extensible
 Next-gen technology
 Enterprise integration
 Vendor-friendly ecosystem

9. KUALI OLE SERVICE
ARCHITECTURE
DataStores
Database Indexing
Server
Server
DocStore
Servers
I/O
Server
Service Interfaces
Security
Server
App
Servers
OLE-FS
Service
Registry
OLE-LS
Coordination & Messaging
Entitlements
Purchasing
Payment
Supply
Chain
GOKb / KB+
Bibliographic
Utilities
Financial
Enterprise
Services
Identity
Management
Learning
Management
Discovery
Shared
Services
MetriDoc
High Density
Storage
3rd Party
Apps
Partners
APIs
Resource
Sharing

10. A WORD ABOUT KUALI OLE
 More a platform than a system
 Flexible workflows, editors, policies
 Multiple deployment approaches
 Community-sourced
 Driven by the needs of partners
 Sustainability in our partnership
 Enterprise level software
 Intentional integration & interoperation
 Part of an ecosystem
 Code base
 Still in development
 Diversity of needs driven by our partnership

11. KUALI OLE TIMELINE
 Kuali OLE 1.0 in final packaging – Official release Kuali Days on
20 Nov
 Complete 1.5 specifications, coding completing 1st quarter 2014
 Proposal for funding from the Andrew W Mellon Foundation to
support 2.0 release – due 4th quarter 2014
 Scoping for 2.0 release to occur  Implementations 2015:
at Kuali Days in 3 weeks
 Implementations 2014:
 Duke University
 University of Chicago
 Indiana University
 Lehigh University
 North Carolina State University
 Bloomsbury Colleges
 University of Maryland
 University of Pennsylvania
 Villanova University

12. KUALI OLE RELEASE & EVENTS
 Kuali OLE Release 1.0
 Kuali Days – San Diego 19th Nov – 21st Nov
 BLMS Report on Progress
 First KCA Presentation for Kuali OLE

13. FOR MORE ON KUALI OLE
Visit our website
See our test drive
Follow our Twitter
Read our blog at
Watch our code
Contact us
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http://ole.kuali.org
http://kuali.org/test-drives
@kualiole
http://kualiole.tumblr.com
https://www.ohloh.net/p/kole
rhmcdona@indiana.edu
winkler4@upenn.edu