1 Open Library Environment Progress report and next steps ARL member meeting Houston, TX ~ May 21, 2009 Lynne O’Brien Director, Academic Technology & Instructional Services, Perkins Library, Duke University

Why OLE? Our current library business technologies cost too much and deliver too little. We need to rethink our services and workflows, and to use technology that enables innovation rather than locking us into the status quo.

Library technology systems have not kept pace with changing users and a changing information environment.

Our systems do not facilitate seamless integration of information in all formats and from all sources, and do not reflect researchers’ desire to interact with information and each other.

Our library business technologies are not well connected to the more modern, enterprise- level technology used in financial systems, student information systems and course management systems.

Out activities are increasingly consortial and collaborative. But, our ILS’s focus on individual library installations.

ILS Vendor options are narrowing. We are spending money and staff time buying and integrating add-on products.

Our library business technologies are increasing our costs and constraining our activities at a time when we need to be nimble and innovative. We can do better with an Open Library Environment ~ OLE!

OLE Vision - functionality Flexible, adaptable and community developed software framework that  supports core business of academic and research libraries  is capable of enterprise interoperability  enables resource re-use, re-allocation and sustainability for the future  delivers full complement of services to provide info management for libraries, researchers, learners  aligns software, business processes and workflows to support innovation and economy

OLE Vision - strategy Community source development Governance by institutions that create and use the software Developed with Service Oriented Architecture, implemented with Web Services Places library within the enterprise infrastructure of the broader institution.

Extensive Library Involvement 370+people from 125 institutions at 12 regional workshops 385 individuals from 217 institutions in webcasts 360+ people from 106 US and 35 non-US libraries and 27 organizations or businesses subscribed to website Interaction with diverse audiences at 35+ presentations Columbia University Duke University Lehigh University Indiana University Library and Archives Canada National Library of Australia OhioLink Orbis Cascade Alliance Rutgers University University of Chicago University of Florida University of Kansas University of MD University of PA Vanderbilt University Primary planning group:

Extensive discussion of business processes

Where we’re headed Final team meeting of planning project – May Identify Build Partners – Spring Post design document – June Final design document & project report for Mellon Foundation and public – July Develop build proposal – June/July Start development – Fall/Winter

Build Plan Timeline

Build Plan Mellon Foundation Matching Funding Assume 5 – 7 initial partners for two years, then an expanding network of contributors Join an existing governance group, most likely Kuali, to save costs and take advantage of successful processes Use existing pieces where they exist  E.g., discovery layers, since multiple options exist Two Year Timeline Year 1 Deliverables = functioning core of services and framework – the OLE Core & some components, e.g.:  Management of Electronic Resources Services  Peer Resource Sharing Services  Acquisitions Services  CRM – Client relationship management

Build Plan Year 2 deliverables  Integrations EDI/Local ERP Discovery Interface (broker for multi-discovery use) Data Migration Services registries and utilities  orchestrations define workflows to match relevant, local resource set determine optimum dataflows including effort distribution and sharing  functional scope meet the business needs of a research or academic library allow things to be turned off

17 “Our vision is every book ever printed, in any language, all available in less than 60 seconds.” Jeff Bezos, Amazon's chief executive, on the Kindle 2 2/9/09

“We’ll succeed in the measure that you are able to enlist the creativity of your colleagues in thinking through the challenges. This is our chance not to have this become a moment of inertia, the locking in place of a diminished status quo.” - Provost Peter Lange, Duke University, in a memo to the Deans March 28, 2009 Transformative Times

19 Let’s talk! Project website has up to date information: Questions? Comments? Contact: Lynne O’Brien,

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