Innovative eResource Workflow
Strategies
!
ER&L Conference
!
February 1, 2011
!
!
v
Kelly Smith and Laura Edwards,
Eastern Kentucky University
Managing eResource Workflow with Drupal
v
Xan Arch,
Reed College
Ticketing Systems for Tracking E-Resources Workflow
v
Ben Heet,
Notre Dame
CORAL: An Open Source Solution for eResource Management
v
Robert H. McDonald and Lori Duggan,
Indiana University
Managing eResources Workflow Using
Drupal
!
!
ER&L 2011
Kelly Smith and Laura Edwards
eResource Quick Links:
Off Campus Access
Linking to Library Resources Current Trials eJournals eBooks Streaming Videos Known Problems
*Report a Problem*
eResource Quick Links:
Off Campus Access
Linking to Library Resources Current Trials eJournals eBooks Streaming Videos Known Problems
*Report a Problem*
Inheritability
PlaIorm-‐specific inherited
fields
ü
Vendor Contact Info
ü
Linking to Library Resources
ü
Stats Login Info
ü
Stats & Sushi Setup
ü
LocaFon of Stats
ü
SFX Base URL
ü
Mobile OpFons
flickr.com/photos/billward/425420616/
Ø
Drupal workflow module will be
incorporated to track tasks for
new resources.
h"p://drupal.org/project/workflow
Ø
Status boxes in admin portal to
track “in progress” resources
Ø
Embeddable videos
Ø
WeighFng of resources
Ø
More…
Live demo…
!
h"p://library-‐dev.eku.edu/user
!
Follow our progress
hOp://library-‐dev.eku.edu/
Kelly Smith [email protected]
Laura Edwards [email protected]
Ticketing systems for tracking
!
e-resources workflow
!
!
ER&L 2011
!
!
Xan Arch
!
Collection Development Librarian
Reed College Library
!
"
Enterprise-level bug tracking software from Atlassian
"
Each order goes through the same steps
o
In Progress – Licensing
o
In Progress – Ordering
o
In Progress – Electronic Resources
o
In Progress – Metadata
"
JIRA notifies the department or individual by email
"
Batch MARC loading requests
"
Workflow for purchasing microfilm to replace
newspaper archives
"
New proxy requests
"
Communication between library reference desk
and IT department for patrons who need computer
support
Ben Heet
University of Notre Dame
CORAL
An Open Source Solution for eResource
Management
ER&L 2011
Austin, TX
CORAL Workflows
ü
In 500 _ turn le_, … Keep right …
ü
Process the order now…
ü
Don’t forget to sign the license…
ü
Time to acFvate the resource…
ü
Arriving at desFnaFon…
Users check their queue for new tasks…
open source administration software for education"
o l e
Open Library Environment
Electronic Resources & Libraries Conference 2011
Feb 28-March 2, 2011 - Austin, TX
open source administration software for education"
Enabling Flexible E-‐Resources
Workflow with Kuali OLE
Lori Duggan
Electronic Resources Librarian/Kuali OLE User Story
Team -‐ Indiana University
Robert H. McDonald
ExecuEve Director, Kuali OLE – Indiana University
open source administration software for education"
What is Kuali OLE?
•
Kuali Founda+on
(h"p://www.kuali.org) -‐ is a growing
community of universiFes, colleges, businesses, and other
organizaFons that have partnered to build and sustain open-‐
source so_ware for higher educaFon, by higher educaFon.
•
Kuali: Kitchen wok -‐
humble utensil that plays
an important role in the successful kitchen.
•
Kuali + OLE (Open
Library Environment) (h@p://ole.kuali.org)
–
An open partnership among academic libraries seeking
to provide for their evolving needs through the delivery of next
genera+on library management systems and soHware.
open source administration software for education"
open source administration software for education"
Kuali OLE So_ware Components
1.
New So_ware being developed by our partner HTC
Global Services, Inc., OLE FuncFonal Council and OLE
Core Team.
2.
Kuali RICE – middleware that supports a services
oriented architecture and an enterprise service bus –
ex. Workflow management, noFficaFon, idenFty
management, also support for legacy systems.
3.
KFS (Kuali Finance System) – can serve as complete
finance system for university or other non-‐profit –
Kuali OLE is using core components to drive our
overall select and acquire process.
open source administration software for education"
IU Current ERM Workflow
•
Simple Database Purchase
–
CommunicaFon Based (Group Email Account)
•
Vendor NegoFaFon
–
Price
–
If Yes then
•
Review License – make changes
•
Return License with Purchase Order
–
Make a Purchase Order in SIRSI System and encumber funds
•
AcFvaFon InformaFon
•
Invoice from Vendor
•
Fully Executed License
•
All communicaFons kept in printed file folder for long-‐term
open source administration software for education"
IU ERM Workflow on Kuali OLE
•
All internal library communicaFons will be
managed by
–
Kuali RICE
•
e-‐doc workflow which is part of KEW (Kuali Enterprise
Workflow Engine)
–
All note fields would be based in web interface system
–
Once purchase order is established EDI could happen
directly from Kuali RICE or could be moved to
university purchasing system for approval
open source administration software for education"
open source administration software for education"
open source administration software for education"
Notes Fields for Long-‐Term
open source administration software for education"
Ad Hoc RouFng – Selectors or Other
open source administration software for education"
AcFon List – CriFcal for NoFficaFon and
open source administration software for education"
open source administration software for education"
Contact Us!
•
Kuali OLE Website: h"p://ole.kuali.org
•
Follow Us on Twi"er: @kualiole
•
Follow Us on Linkedin:
h"p://www.linkedin.com/groups?gid=2653081•
NewsFeed -‐ h"p://feeds.kuali.org/KualiInsider
•
For more on Kuali OLE Contact
–
Robert H. McDonald, ExecuFve Director-‐Kuali OLE
–
[email protected] or by phone at 812-‐856-‐4834
•
For more on Kuali FoundaFon Contact
–
Jennifer Fou"y, ExecuFve Director Kuali FoundaFon