1 Open Library Environment Designing technology for the way libraries really work December 8, 2008 ~ CNI, Washington DC Lynne O’Brien Director, Academic Technology & Instructional Services, Perkins Library, Duke University Carlen Ruschoff Director for Information Technology & Technical Services, University of Maryland Beth Forrest Warner Officer for Grants, Research Support & Library Assessment, University of Kansas

2 Overview Project rational Project assumptions and scope Project timeline and milestones Opportunities to participate Q&A

3 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

4 Project starting point Initial assessment of interest in libraries – early 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

5 Current OLE participants

66 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

77 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

88 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

99 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

10 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 Participants

11 Timeline and Milestones - done Initial group meeting and introductory SOA Sept Business Process Modeling training Nov Planning for regional design workshops Formation of working groups Presentations at conferences Outreach to library directors, IT groups Conversations with other projects

12 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

13 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

14 Opportunities for participation Seeking participants for planning and build Regional design workshops Working groups Professional events Ongoing communication - website & listserv

15 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

16 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

17 Workshop list on website

18 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

19 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

20 Working Groups list on website

21 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

22 Wrap up Upcoming events and webcasts: Project website has up to date information: Questions? Comments? Contact: Lynne O’Brien,