Kuali OLE Implementation at University of Chicago

Transcription

1 Kuali OLE Implementation at University of Chicago Frances McNamara Director Integrated Library Systems and Administrative and Desktop Systems

2 University of Chicago Crescat scientia; vita excolatur Let knowledge grow from more to more; and so be human life enriched. Founded: 1890 Students 5,369 undergraduate students 9,850 graduate, professional, and other students Faculty 2,188 full-time faculty Academics 49 majors and 29 minors in the undergraduate College 4 graduate divisions 6 graduate professional schools Research Manager of Argonne National Laboratory and Fermi National Accelerator Laboratory (in partnership); also affiliated with the Marine Biological Laboratory 89 Nobel Prize winners, including 8 current faculty Campus In Chicago s Hyde Park neighborhood on Lake Michigan

3 University of Chicago Library By the Numbers, Size 9 th largest research library in North America million volumes in print and electronic form 51,760 linear feet of archives and manuscripts TB of University electronic archives and research data Facilities 6 campus libraries with capacity to store approximately 11 million print volumes on campus 205 miles of shelving Average Mansueto book retrieval time: 3 minutes Services 306,445 volumes circulated to 14,499 unique individuals 26,258 Scan & Deliver requests 16,087 UBorrow requests 9.1 million successful responses to full-text article requests 1,246,969 entries into Regenstein and 116,452 entries into Crerar 31,813 visiting researchers unaffiliated with the University 20,432 questions to reference librarians 5,800 attendees at training sessions

4 Libraries Campus Libraries D'Angelo Law Library: U.S., foreign, and international law Eckhart Library: Mathematics, statistics, and computer science Joe and Rika Mansueto Library: Interdisciplinary, automated storage and retrieval John Crerar Library: Science, medicine, and technology Joseph Regenstein Library: Humanities, social sciences, business Social Services Administration Library: Social welfare, social work Special Collections Research Center

5 Mansueto Library

6 Automated Storage Retrieval

7 Automation at the library LDMS homegrown mainframe SirsiDynix Horizon 1995 III Acquisitions 1997 Webpac, ipac, HIP SFX Aquabrowser better keyword searching and facets 2007 EDS Articles Plus 2012 Kuali OLE project 2008 Mellon grant regional meetings Open Library Environment

8 CURRENT SYSTEMS Horizon Cataloging/Auth Circula2on Serials Control OPAC Other vendors Acquisi2ons Course Reserve Special Collec2ons Interlibrary Loan AutoStorage Retrieval OPAC Discovery tools LENS EDS

9 Kuali OLE Systems OLE Cataloging/Auth Circula2on Interface to Course Reserve Special Collec2ons OPAC Discovery tools Vufind Open Source OPAC Serials Control Acquisi2ons Interlibrary Loan AutoStorage Retrieval Ebsco Discovery Service

10 Public Catalog VUFIND Public Beta against Horizon Spring 2014 Custom indexes and displays based on user input Develop and test My Account/Z39.50/NCIP against OLE Go Live against Kuali OLE July 2014

11 VUFIND as the Catalog

12 Vufind full bib display

13 Vufind Browse with Authorities

14 Vufind Customizations

15 OLE Open Library Environment Replaces Horizon and III Millenium Acquisitions Data conversions Bibs, Holdings, Items Circ patrons, blocks, circ records Acq funds, open orders, standing and subscriptions, vendors Serials receipt records No ERM currently, will start with OLE EHoldings

16 Implementation Schedule Dec.-Jun. Integrations Jan.- Apr. Staff gap analyses Jan. Full db running in test for data migration work Jan.-June OLE 1.5 testing and fixes June-July Staff training July GO LIVE July-Jan. Set up Reporting July-Jan. archive/store historical data Dec shut down Horizon/III systems

17 Critical Customizations Staff on development teams, writing specs, testing Fit/Gap analysis Some addons like Print spine labels, print labels for serial issues as checked in, print fine/fee receipts Minimize customizations to keep it supportable Reporting is very customized now

18 Critical Integrations Vufind Mansueto ASR (Dematic) Course Reserve (Atlas ARES) Comptrollers electronic vouchers (Local) ILL CIC and Borrow Direct so Z39.50 and NCIP (Relais and Atlas ILLIAD) HathiTrust and Google Books Project processing (Local)

19 Describe - Cataloging Integration with OCLC (import/export), vendor record loads and MARC Edit Analytics and Bound Withs Backstage MARS Authorities processing Bib, Holdings, Items, Eholdings

20 Describe

21 Search Workbench

22 Bib with Holdings

23 More Bib

24 Item

25 More Item

26 Journal title

27 Journal with Holdings

28 More

29 More and unbound issues

30 Serial Receiving Record

31 More

32 EHoldings

33 More

34 More

35 Eholdings and ERM Data conversion dummy items, 856 become Eholdings 2.0 will bring GoKB integration, maintenance of additional data for some Eholdings. GoKB represents shared pool of data. OLE uses OCLC for bib data, will be able to share eresource data in GoKB 2.0 will bring ERM functionality

36 Select & Acquire Vendors collapse accounts for some III Continuing orders, migrate from III Open Orders load new in OLE from III Accounts initial setup Set up Dataloads orders/invoices various vendors MARC 9xx fields EDI invoice loads for serials Donor processing

37 Select & Acquire

38 Purchase Order

39 Bib/Item attached to PO

40 Batch Order Import

41 More Order import mapping

42 Batch Invoice import

43 More

44 Deliver Borrowers from university feed Borrowers outside university community Fixed duedates and recalls (Hzn manual recalls) Custom Rules in KRMS file Critical integrations MS Access reporting

45 Deliver

46 Loan

47 Borrowers

48 How to support it all Added 2 programmers, support for solr/lucene and java for Kuali OLE Existing staff retrained. Kuali Rice. Technical Lead, 2 senior programmers, 2 junior programmers, Systems Librarian, Library Systems Analyst Digital Library Development Center 2-3 programmers helping with Vufind customization PHP, 1 Web program librarian Learning and changing

49 Why do it? Aging technologies, need platform to change as needed in the future. Increase in Eresource use, integration Frustration with vended solutions, private equity takeovers of library vendors Control costs Control choice of enhancements Open Source is not Do It Yourself, it is Do It Together Expect continuing change

50 Happy Ending Chicago a good candidate for early implementer Unusually centralized for a large research library Large database to test limits of software Beta testing experience of library staff Anxious to renew aging legacy systems Success depends on community OLE partner contributions of staff expertise as well as money OLE platform can be shaken down and enhanced as more partners go live Plan for the future together, linked data, more emphasis on electronic resources The more the merrier!