Presented by Frances McNamara, Director, Integrated Library Systems and Administrative and Desktop Systems at the University of Chicago at the Kuali Days UK conference, 29 October 2013.
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, 2012-2013
Size
9th largest research library in North America
11.19 million volumes in print and electronic form
51,760 linear feet of archives and manuscripts
117.5 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
9. Kuali OLE Systems
OLE
Interface to
Cataloging/Auth
OPAC
Discovery
tools
Course Reserve
Vufind Open Source
OPAC
Circulation
Special Collections
Serials Control
Interlibrary Loan
Acquisitions
AutoStorage
Retrieval
Ebsco Discovery
Service
10. Public Catalog
VUFIND
Public Beta – Last week of Nov. 2013
Go Live Jan. 2013
Shutdown HIP and LENS
HIP continues My Account/Z39.50/NCIP
Develop and test My Account/Z39.50/NCIP against OLE
Go Live against Kuali OLE July 2014
11. Integrated Library System
Nov. 2013 OLE v. 1.0
Nov-Feb. Data conversions
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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
12. Implementation Schedule
Dec.-Jun. Integrations
Jan.- Apr. Customizations
Jan. Full db running in test in production IT environment
Feb-Mar Performance tuning
Mar. 2014 OLE 1.5
May-June Staff training
July GO LIVE
July-Jan. Set up Reporting
July-Jan. archive/store historical data
Dec. 2014 shut down Horizon/III systems
13. Critical Integrations
Mansueto Automated Storage Retrieval system
Course Reserve
Comptrollers electronic vouchers
ILL CIC and Borrow Direct so Z39.50 and NCIP
HathiTrust and Google Books Project processing
14. Critical Customizations
Staff on development teams, writing specs, testing
Fit/Gap analysis
– Circ has done one round
– Cataloging has looked at data conversion
– Acq beginning a review/Serials heavily involved in development/testing
Some addons like Print spine labels, print labels for serial
issues as checked in
Minimize customizations to keep it supportable
Reporting is very customized now
15. Local installation
MySQL vs. Oracle
Default installation currently has data used in testing and
development. Locations, setup from IU, Duke, Chicago
Might have a few hundred Chicago bibs/holdings
Plan to provide an empty db but not there yet, you need
some sample data to even play around
18. Local setup - Deliver
dev2 logon
Patron type, Item type, Location
Circulation Desk mapped to Locations
KRMS rules file has to match above info to work
Scheduled jobs (overdues, notices)
19. Local setup - Describe
admin logon
Bibs, Instances Holding(s) + Item(s), Einstances
Loading data
Editor Create new bib/holding/item/ Einstance
Import in Describe (1 by 1)
Batch Bib Import in Admin/Batch Profile Admin/Batch Process
Docstore Ingest
S&A Staff Upload (marc + edi files)
Docstore Bulk loader (format documentation being worked on)
20. Local setup – Select & Acquire
ole-khuntley logon
Chart of Accounts (etc.)
Various other KFS tables (lots and lots) a challenge
Requisition CREATE Blanket Approve = REQ and PO
Staff Upload (marc + edi) has an xml file with defaults
(there will be marc + 9xx loaders for 1.5)
Serials Receiving add to an existing bib/holding
Scheduled jobs
21. Local setup – Discovery Layer
Batch Export Batch Profile, Batch Process, Schedule
Data mapping for exports
Incremental exports including Deletes file
API’s for Availability, also Renew, Request, etc.
Villanova writing a Vufind “OLE Connector”
SRU in 1.0; Z39.50 use IndexData’s Metaproxy
NCIP messaging in 1.0; more NCIP messaging in 1.5
22. 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
23. External assistance
Kuali Commercial Affiliates HTC and Vivantech possible
contractors
Atlas Systems and Dematic for integration with their
systems
Vufind community Kuali OLE community
OLE project support for early implementer library
24. 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
25. Happy Ending
Chicago a good candidate for early implementer
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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!