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Entries (RSS)Notes from Durham regional design workshop now posted
Notes, photos and other resources from the library workflow design workshop held Dec. 15-16 at Duke University are now online.
http://oleproject.org/workshops/regional-design-workshop-notes-duke-university-durham-nc/
We welcome your comments on the ideas discussed at this workshop.
Notes from Regional Design Workshop at Chicago available
Detailed meeting information, notes and photos from the library workflow modeling workshop held at Chicago on Dec. 11, 2008 are now available at:
http://oleproject.org/workshops/regional-design-workshop-notes-chicago-university/
We welcome your comments about the ideas discussed in this workshop.
Regional Design Workshop - Ottawa, Canada
Wednesday, January 14, 2009 9:00 am to 5:00 pm
Thursday, January 15, 2009 9:00 am to 4:00 pm
Library and Archives Canada
Room 156
395 Wellington St.
Ottawa, ON
Lunch will be provided on both days
Registration is required: Register Now
The Open Library Environment (OLE) Project invites you to a 2-day Design Workshop at Library and Archives Canada in Ottawa. The purpose of this workshop is to provide a forum for representatives of Canadian research libraries to analyze our current business processes and discuss ideas on what core functionality a future system should provide.
Participation is open to any members of the research library community who work with the Integrated Library System either on a day to day basis or from a higher level. OLE will be developed as an open source library environment that meets the needs of research libraries. While care will be taken to design an open and flexible system that is useful for other types of libraries, such as public libraries, the focus of the project in this early stage is on research libraries.
Due to space limitations, registration is limited to 50 participants.
There is no cost for attendance to this workshop other than your travel related expenses.
Contact: Jim Clark, Systems Librarian, Library and Archives Canada, jim.clark@lac-bac.gc.ca
Regional Design Workshop - Logan, UT
January 15, 20099:00 am to 12:00 pm
Wednesday January 14, 2009 9:00 am to 5:00 pm
Thursday January 15, 2009 9:00 am to 12:00 pm
Utah State University
Merrill Cazier Library Room 101
Logan UT
Registration is required by Jan 7: Register Now
The Open Library Environment Project invites you to a 1.5 day Regional Design Workshop at Utah State University. The purpose of this workshop is to provide a forum for representatives of local research libraries and related institutions to discuss our work surrounding the current Integrated Library System and ideas on what this type of core system should incorporate.
Participation is open to any members of the research library community who work with the Integrated Library System either on a day to day basis or from a higher level. OLE will be developed as an open source library environment that meets the needs of research libraries. While care will be taken to design an open and flexible system that is useful for other types of libraries, such as public libraries, the focus of the project in this early stage is on research libraries.
Due to space limitations, registration is limited to 45 participants. If more than 45 apply to participate, we will select a diverse representation of participants from a cross section of functional areas and institutions of varying size and mission.
There is no cost for attendance to this workshop other than your travel related expenses.
Hotel:
A block of rooms has been reserved at the University Inn on the Utah State campus for the nights of Jan. 13th and Jan. 14th for a daily rate of $65 plus tax for those attending the workshop. Call the University Inn (800-231-5634) before Dec. 30 to be guaranteed a room at this rate, and mention that you are part of the OLE Project group.
Location and transportation:
Logan is located in scenic Cache Valley, 75 miles north of Salt Lake City. Transportation from the airport is available via rental car or Cache Valley Limousine’s Airport Shuttle. Skiers attending the workshop may wish to extend their stay and enjoy the Utah powder at the nearby, family-owned Beaver Mountain Ski Area. Additional information on Logan and Cache Valley is available.
This workshop will be moderated by Beth Warner and Mary Roach of the University of Kansas, an OLE Project partner.
Please contact Cheryl Adams at cheryl.adams@usu.edu with questions regarding this workshop.
Regional Design Workshop - Rutgers University, New Brunswick, NJ
December 9, 20089:00 am to 4:00 pm
Monday, December 8 and Tuesday, December 9, 2008
Rutgers, The State University of New Jersey
Scholarly Communication Center
Archibald S. Alexander Library
169 College Avenue
New Brunswick, New Jersey 08901-1163
9:00am to 4:00pm
Lunch on your own
Registration is required by Dec. 1: http://survey.oit.duke.edu/ViewsFlash/servlet/viewsflash?cmd=page&pollid=ole!NewBrunswickNJ-Workshop1
The Open Library Environment (OLE, pronounced oh-lay) Project invites you to participate in one of the two-day Regional Design Workshops at Rutgers University. Although Rutgers is providing the facilities, these workshops will be hosted by members of the OLE team from the nearby area - Columbia University, Rutgers University, and the University of Pennsylvania. The purpose of the workshops is to provide a forum for representatives of local research libraries and other academic institutions to discuss our work surrounding the current Integrated Library Systems (ILS) and ideas on what this type of core system should incorporate.
Participation is open to any members of the academic library community who work with the Integrated Library System either on a day to day basis or from a higher level. OLE will be developed as an open source library environment that meets the needs of research libraries. While care will be taken to design an open and flexible system that is useful for other types of libraries, such as public libraries, the focus of the project in this early stage is on research and academic libraries.
Due to space limitations, registration is limited to 60 participants for each two-day workshop. If more than 60 apply to participate for each workshop, we will select a diverse representation of participants from a cross section of functional areas and institutions of varying size and mission.
Registration will close on Monday, December 1 and participants will be notified of their acceptance by Wednesday, December 3. There is no cost for attendance to this workshop other than your travel related expenses.
Hotels: For those that are staying overnight here’s a link to hotels in the New Brunswick area
http://www.campustravel.com/university/rutgers/hotelnewbrunswick2.html
In addition, here’s a list of hotels showing the generic Rutgers conference rate. http://www.rutravel.rutgers.edu/hotelrates2008.html
Transportation:
a. Train - New Brunswick has a train station and is one of the regular stops on the New Jersey Transit Northeast Corridor Line. For those taking the Northeast Corridor Line of New Jersey Transit here’s a link to the New Jersey Transit home page to help you plan your trip:http://www.njtransit.com/hp/hp_servlet.srv?hdnPageAction=HomePageTo
The latest Northeast Corridor train schedule can be found at:
http://www.njtransit.com/pdf/rail/r0070.pdf
b. Drive - If you are driving a car, you’ll need a Rutgers temporary parking pass for the parking deck on College Avenue. The entrance to the parking deck located next to Alexander Library at the corner of College Avenue and Senior Street. We will attach a print-your-own parking pass to the email message that confirms your registration. You’ll need to print and place the parking pass on your dashboard when parked in the College Avenue Parking Deck (CAD). Here’s a link to the location of the parking deck on Senior Street.http://maps.google.com/maps?f=q&hl=en&geocode=&q=college+ave+and+senior+street,+new+brunswick,nj&sll=37.0625,-95.677068&sspn=86.22889,72.070313&ie=UTF8&g=college+ave+and+senior+street,+new+brunswick,nj&z=17&iwloc=addr
Dining: If you are staying overnight in the New Brunswick area, here’s a link to local dining options:http://www.newbrunswick.com/content.php?content=ests&type=dnl&cat=4
Rutgers University Visitor Information: Visitors to Rutgers University may find this link helpful:http://nbweb.rutgers.edu/visitors.shtml
Contact: Christopher Sterback, Head, Rutgers OLE Workflow Design Team, Rutgers University, sterback@rci.rutgers.edu; John Brennan, Digital Projects Coordinator, Rutgers University, brennanj@rci.rutgers.edu; Judy Gardner, Head, University Libraries Access and Interlibrary Services, Rutgers University, jgardner@rci.rutgers.edu
Regional Design Workshop - Rutgers University, New Brunswick, NJ
December 16, 20089:00 am to 4:00 pm
Monday, December 15 and Tuesday, December 16, 2008
Rutgers, The State University of New Jersey
Scholarly Communication Center
Archibald S. Alexander Library
169 College Avenue
New Brunswick, New Jersey 08901-1163
9:00am to 4:00pm
Lunch on your own
Registration is required by Dec. 1: http://tinyurl.com/6jdcs5
The Open Library Environment (OLE, pronounced oh-lay) Project invites you to participate in one of the two-day Regional Design Workshops at Rutgers University. Although Rutgers is providing the facilities, these workshops will be hosted by members of the OLE team from the nearby area - Columbia University, Rutgers University, and the University of Pennsylvania. The purpose of the workshops is to provide a forum for representatives of local research libraries and other academic institutions to discuss our work surrounding the current Integrated Library Systems (ILS) and ideas on what this type of core system should incorporate.
Participation is open to any members of the academic library community who work with the Integrated Library System either on a day to day basis or from a higher level. OLE will be developed as an open source library environment that meets the needs of research libraries. While care will be taken to design an open and flexible system that is useful for other types of libraries, such as public libraries, the focus of the project in this early stage is on research and academic libraries.
Due to space limitations, registration is limited to 60 participants for each two-day workshop. If more than 60 apply to participate for each workshop, we will select a diverse representation of participants from a cross section of functional areas and institutions of varying size and mission.
Registration will close on Monday, December 1 and participants will be notified of their acceptance by Wednesday, December 3. There is no cost for attendance to this workshop other than your travel related expenses.
Hotels: For those that are staying overnight here’s a link to hotels in the New Brunswick area
http://www.campustravel.com/university/rutgers/hotelnewbrunswick2.html
In addition, here’s a list of hotels showing the generic Rutgers conference rate. http://www.rutravel.rutgers.edu/hotelrates2008.html
Transportation:
a. Train - New Brunswick has a train station and is one of the regular stops on the New Jersey Transit Northeast Corridor Line. For those taking the Northeast Corridor Line of New Jersey Transit here’s a link to the New Jersey Transit home page to help you plan your trip:http://www.njtransit.com/hp/hp_servlet.srv?hdnPageAction=HomePageTo
The latest Northeast Corridor train schedule can be found at:
http://www.njtransit.com/pdf/rail/r0070.pdf
b. Drive - If you are driving a car, you’ll need a Rutgers temporary parking pass for the parking deck on College Avenue. The entrance to the parking deck is located next to Alexander Library at the corner of College Avenue and Senior Street. We will attach a print-your-own parking pass to the email message that confirms your registration. You’ll need to print and place the parking pass on your dashboard when parked in the College Avenue Parking Deck (CAD). Here’s a link to the location of the parking deck on Senior Street.http://maps.google.com/maps?f=q&hl=en&geocode=&q=college+ave+and+senior+street,+new+brunswick,nj&sll=37.0625,-95.677068&sspn=86.22889,72.070313&ie=UTF8&g=college+ave+and+senior+street,+new+brunswick,nj&z=17&iwloc=addr
Dining: If you are staying overnight in the New Brunswick area, here’s a link to local dining options:http://www.newbrunswick.com/content.php?content=ests&type=dnl&cat=4
Rutgers University Visitor Information: Visitors to Rutgers University may find this link helpful:http://nbweb.rutgers.edu/visitors.shtml
Contact: Christopher Sterback, Head, Rutgers OLE Workflow Design Team, Rutgers University, sterback@rci.rutgers.edu; John Brennan, Digital Projects Coordinator, Rutgers University, brennanj@rci.rutgers.edu; Judy Gardner, Head, University Libraries Access and Interlibrary Services, Rutgers University, jgardner@rci.rutgers.edu
Regional Design Workshops - University of Florida - December
Staff from the University of Florida will conduct Business Process Modeling within their Libraries through early December. The resulting models will be sent to the consortia representing both the state university libraries (FCLA) and the state community colleges (CCLA) for comment, and the resulting package will be incorporated into the OLE design process in January.
Contact: Bill Covey, Interim Director, Library Support Services at University of Florida, wcovey@uflib.ufl.edu.
Regional Design Workshop - U. Chicago, Chicago, IL
Thursday, December 11, 2008
9am to 4:30pm
Regenstein Library at the University of Chicago
Room A-11
Lunch on your own
Registration is required by Dec. 1: http://tinyurl.com/5u67bo
[NOTE: This workshop has been held. Detailed notes plus photos from the workshop are linked here.]
The Open Library Environment (OLE, pronounced oh-lay) Project invites you to participate in a one-day Regional Design Workshop. The purpose of this workshop is to provide a forum for representatives of CIC research libraries and other academic institutions in the Midwest to discuss OLE’s work as it relates to current Integrated Library Systems (ILS) and ideas on what this type of core system should incorporate.
Participation is open to anyone who works with any module(s) of any ILS on a daily basis or who provides support services for an ILS. OLE will be developed as an open source library environment that meets the needs of research libraries. While care will be taken to design an open and flexible system that is useful for other types of libraries, such as public libraries, the focus of the project in this early stage is on research libraries.
Due to space limitations, registration is limited to 75 participants. If more than 75 apply to participate, we will select a diverse representation of participants from a cross section of functional areas and institutions of varying size and mission.
Registration will close on Monday, December 1 and participants will be notified shortly after of their acceptance. There is no cost for attendance to this workshop other than your travel related expenses.
Contact: Jim Mouw, Assistant Director, Technical & Electronic Services, University of Chicago, mouw@uchicago.edu
Regional Design Workshop - Lehigh University, Bethlehem, PA
December 16, 20089:00 am to 4:00 pm
Monday, December 15 and Tuesday, December 16, 2008
9am to 4pm
Lehigh University
Linderman Library
Lunch will be provided on both days
Registration is required by Dec. 8: http://tinyurl.com/69z8y9
The Open Library Environment Project invites you to a 2 day Regional Design Workshop at the Lehigh University. The purpose of this workshop is to provide a forum for representatives of local research libraries and related institutions to discuss our work surrounding the current Integrated Library System and ideas on what this type of core system should incorporate.
Participation is open to any members of the research library community who work with the Integrated Library System either on a day to day basis or from a higher level. OLE will be developed as an open source library environment that meets the needs of research libraries. While care will be taken to design an open and flexible system that is useful for other types of libraries, such as public libraries, the focus of the project in this early stage is on research libraries.
Due to space limitations, registration is limited to 80 participants. If more than 80 apply to participate, we will select a diverse representation of participants from a cross section of functional areas and institutions of varying size and mission.
Registration will close on Monday, Dec. 8, 2008, and participants will be notified shortly after that of their acceptance. There is no cost for attendance to this workshop other than your travel related expenses.
Contact: Tim McGeary, Senior Systems Specialist, Lehigh University tim.mcgeary@lehigh.edu or Doreen Herold, Catalog Librarian, Lehigh University dok205@lehigh.edu
OLE Project Meeting on BPM - Day 2 - Nov. 7, 2008
The group continued its meeting at Rutgers University. Notes from today’s activities follow.
Review of yesterday’s key topics
Important to meet with the people who really understand the workflows and interview and/or observe them. Our regional workshops and work back at our home institutions will help with this. Our trainer calls these meetings Discovery Workshops. We’re calling them Library workflow analysis workshops.
Roadblocks to success with developing models:
- how much detail to describe (option: focus on the most common scenarios, not every possible scenario)
- experts can be so committed to every detail that it is hard for them to step back and describe the process
- process model does not clearly define the beginning and end point
- process metrics are not defined; makes it hard to know how to optimize without that info
We discussed ways to take into account that our new OLE framework will have to inter-operate with legacy systems that are not SOA.
Engage owners of other business systems at the stage where we are developing the application service layer.
Process improvement planning: After modeling how things are done now, we move to thinking about ways to optimize processes. Eventually we need to model the new processes. Create 3-5 models of alternative ways of doing things and run through them to see which would actually be best.
We don’t just want to optimize old processes. We also want to consider new processes that could be beneficial.
SOAD – Service Oriented Analysis and Design has 4 stages:
Stage 1 – requirements gathering and process modeling
Stage 2 – service identification and interface design
Stage 3 – Service design and implementation (existing services, 3rd party services or new ones we build)
Stage 4 – Process implementation
Our design project is focused primarily on stages 1 & 2
SOA governance:
Governance is mainly like putting bumpers in a bowling alley – reduces risks, doesn’t guarantee total success but increases likelihood
You need governance more in the beginning, but less over time as your processes become established.
Some of our concerns: change management, sustainability over time
Design time, change time, run time
Comment: Things like Google and Flickr do improvements incrementally; they don’t release new versions that require migration, upgrades, etc. SOA allows more possibility for flexibility and changing one segment without requiring upgrade of whole system
One of our working groups will be doing outreach to other open sources, SOA projects so we can learn from their experiences with governance issues
We will need closer relationships with our IT organizations, if we truly want to integrate better with the infrastructure. Need to convey that we want to drive toward becoming part of the enterprise rather than just deploying our own stand alone system.
OASIS Reference group has some standard terminology, etc. that could be helpful in establishing governance.
Start light with governance – some standards, etc. – and add as needed as you go. Start small and grown incrementally. But get governance growing from the start, rather than having it come in as a “heavy” later on.
Need both business stakeholders and IT involvement
Champions are crucial – energetic, persuasive change agents
Every service needs to be owned by someone for accountability
Every service needs policies that define how that service can be used, e.g., “financial data must be encrypted,” or “reject requests that have P.O. Addresses”
Managing individual services is fine, but better to manage the whole portfolio of services
Common vocabulary helps with governance
“A documented governance lifecycle is golden, but an automatically enforced governance lifecycle is divine.”
Better to govern by consent rather than by force.
We took a break for a frog-free lunch.
SOAD:
We discussed key concepts in SOAD
We reviewed the four stages of SOAD
Regional Workshops on BPM - Planning
Jean discussed how we will organize our regional design workshops and reviewed the tentative outline for those workshops.
We had a lively discussion about our goals for these workshops, how much can reasonably be accomplished in one or two days, and how we will follow up to these workshops.
We recognize that we will probably need to have additional workshops later on in the project to follow up on the work started at these events.
Working Group planning
We then discussed establishing a number of working groups which will focus on different areas of our project and will offer opportunities for other libraries to be involved in the project.
