OLE Project Accomplishments June 2008 – November 2010

1. Partnering Today to Manage Tomorrow’s Libraries Mission of the VALE OLS Project The mission of the VALE OLS Project is to advance the teaching, learning and research activities of New Jersey’s higher education community by implementing a shared open-source library management system which expands access to scholarly materials, both print and digital, and which promotes resource sharing among participants. The VALE OLS project is committed to providing end-users with transformative access to information resources through the development of creative and innovative systems that are flexible, cost-effective and sustainable while meeting industry standards. Design Phase: Participating Institutions • Ongoing Tasks • Develop a communications/ marketing plan • Complete selection of a discovery tool • Determine technical requirements • Determine common circulation criteria • Upcoming Tasks • Develop criteria for data clean-up (specifically holdings) • Develop protocols for data migration • Develop funding plan for startup phase • Develop a business model for operating phase • Help Us Choose a New Name! • What’s in a name? Well, in our case, it’s too many letters! We are looking for a name to replace “The VALE Open Library System Project” and we need YOUR help! • The name should be: • Relevant, reflective of who we are – i.e. Academic libraries in NJ, supporting public, private, community, 4-year, and research institutions • Memorable, rhythmic, an effective acronym • Illustrative of the potential that the VALE OLS Project has to transform the way that New Jersey academic libraries operate • Appealing, showing excitement, attention-grabbing • The new name should not: • Include or refer to the name “OLE,” since we are not yet part of the Kuali OLE community • Be dreary, dull, or stodgy • Be an acronym involving the word “CAT,” since this system will be much more than a catalog • Please let us know your ideas while you’re here at NJLA. If inspiration doesn’t strike until after you return home, please visit the project page on the VALE site (valenj.org) to submit your suggestions. • OLE Project Accomplishments • June 2008 – November 2010 • Received a $475,000 grant from the Andrew W. Mellon Foundation to fund Design Phase of the project. (June 2008 – June 2009) • Fifteen institutions collaborated during the Design Phase. During this phase they: • Worked with representatives from over 200 libraries to analyze library business processes and define a next-generation library technology system designed using Service Oriented Architecture (SOA) and supported through a community source model of development and governance. • Developed a communications strategy, hosted SOA and business process modeling training sessions, conducted international workshops, presented webcasts, received input from leaders of related projects, and gathered information from and shared ideas with hundreds of individuals and institutions. • Identified a set of assumptions to guide the project, produced a scope document, modeled a number of key business processes, and defined a reference model that will be the basis for the software development project. • Received $2,380,000 grant from the Andrew W. Mellon Foundation in January 2010 to support the initial two-year development cycle of the project. (Build Phase) • Nine institutions are collaborating during the Build Phase. The first deliverable is targeted for mid-2011. • The software will scale up to connect with other enterprise systems within the academic and administrative computing environment such as Identity Management, Enterprise Resource Planning, and Virtual Learning Environment. • Columbia University • Duke University (Lead School) • Indiana University • Lehigh University • Library and Archives Canada • National Library of Australia • Orbis Cascade Alliance • Rutgers, The State University of New Jersey • University of Chicago • University of Florida • University of Kansas • University of Maryland • University of Pennsylvania • Vanderbilt University • Whittier College • Upcoming Tasks • Develop a communications/marketing plan • Complete selection of a discovery tool • Determine technical requirements • Develop criteria for data clean-up (specifically holdings) • Develop protocols for data migration • Develop funding plan for startup phase • Develop a business model for operating phase OLE Reference Model Build Phase: Participating Institutions • Duke University • Indiana University (Lead School) • Lehigh University • North Carolina State University • University of Chicago • University of Florida • University of Maryland • University of Michigan • University of Pennsylvania

2. In its efforts to achieve this goal, the VALE OLS project commits to the following process principles: In its efforts to achieve this goal, the VALE OLS project commits to the following process principles: Partnering Today to Manage Tomorrow’s Libraries • Upcoming Tasks • Develop a communications/marketing plan • Complete selection of a discovery tool • Determine technical requirements necessary to run OLE • Develop criteria for data clean-up (specifically holdings) • Develop protocols for data migration • Load and test individual OLE modules as they become available • Develop funding plan for startup phase • Develop a business model for operating phase • What are the project objectives, or guiding principles, of the VALE OLS project? • In its efforts to achieve its mission, the VALE OLS project commits to the following process objectives: • Shared Governance: A Steering Committee comprised of representatives from participating VALE members that reports to the VALE Executive Committee ensures broad input, effective decision-making and strong accountability. • Early Implementers • The College of New Jersey • Drew University • New Jersey Institute of Technology • Rutgers, the State University of NJ • William Paterson University of NJ • First Adopters • Brookdale Community College • Camden County College • College of St. Elizabeth • Fairleigh Dickinson University • Kean University • Monmouth University • Montclair State University • New Jersey City University • Ocean County College • Raritan Valley Community College • Richard Stockton College of NJ • Rider University • Voluntary Participation: Every VALE institution will have opportunities to explore VALE-OLS and decide for itself whether it wishes to join. No VALE member will be obligated to participate. • Effective communication: Abundant communication between and among VALE OLS users, developers and administrators will ensure openness, transparency and accountability in all planning and decision-making activities. • Asustainable business model: The VALE OLS Project will be supported by a business plan that minimizes costs and maximizes member participation. • Further, the VALE OLS project commits to the following development principles: • Participation Fees: The initial cost of membership shall be equal to or less than any VALE member institution’s commitment to its current ILS in the year that it joins VALE OLS. The annual cost of membership (as determined by the Steering Committee) will reflect the actual cost of running the system, including both operational and development costs. • Flexibility: The VALE OLS project will be designed to maximize flexibility in functionality. It will have the advanced features and capabilities required by research institutions. At the same time, it will scale equally well to smaller institutions, requiring only simple implementation and support. • Minimal Data Risk: Institutions will be able to test the VALE OLS system with their own data before committing to join, thus ensuring confidence in the outcome of their migration planning. • Identity management: The VALE OLS project will include identity management controls, thus providing institutions with the ability to individualize access to resources based upon the identities and roles of their users. • Customizable Discovery Tool: A discovery tool (catalog search interface) will be selected from the available open-source, non-proprietary options. Individual VALE OLS participants will be able to customize the interface with their own institutional identities. • Data cleanup and policy standardization: Although there may be some economies of scale and collaboration, each participating member will be responsible for ensuring that its records and files meet all required data and policy standards. • Test Environment: A VALE OLS test environment will be created for demonstration and promotion purposes as well as for training and certification activities prior to implementation. Who is participating in New Jersey? First Adopters • Montclair State University • New Jersey City University • Ocean County College • Raritan Valley Community College • Richard Stockton College of New Jersey • Rider University • Brookdale Community College • Camden County College • College of St. Elizabeth • Fairleigh Dickinson University • Kean University • Monmouth University