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Still Crazy after Two Years Kuali: kuali/

Still Crazy after Two Years Kuali: http://kuali.org/. Bruce Alexander, Michigan State University Lee Belarmino, San Joaquin Delta College Kris Hafner, UC Office of the President David Lassner, University of Hawai ' i Barry Walsh, Indiana University Dallas: October 10, 2006.

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Still Crazy after Two Years Kuali: kuali/

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  1. Still Crazy after Two YearsKuali: http://kuali.org/ Bruce Alexander, Michigan State University Lee Belarmino, San Joaquin Delta College Kris Hafner, UC Office of the President David Lassner, University of Hawai'i Barry Walsh, Indiana University Dallas: October 10, 2006 EDUCAUSE 2006, Dallas

  2. Kuali Foundation and KFS Progress Barry Walsh walsh@indiana.edu EDUCAUSE 2006, Dallas

  3. KFS Founding Partners • Started with Six Institutional Founding Partners • NACUBO and The rSmart Group are Founding Partners On 7/8/06, a new Investing Partner joined EDUCAUSE 2006, Dallas

  4. First Module of Kuali Financial Systems Actually scheduled now for10/13  Oct 06 BW EDUCAUSE 2006, Dallas

  5. Hot off the press Barry, As of 10:30AM EST this morning, October 10th, we have no more bug fixing going on in the Release 1 code base.  There are no bugs in the queue for approval.  The biggest remaining issue is testing out the test server setup instructions.  We have not made any significant code changes this week, which is what we wanted prior to our release on Friday……The 13th!!  Meanwhile, testing continues.  Kymber reported that she created over 120 eDocs over the weekend without any major problems.  Jim Thomas, KFS Project Manager EDUCAUSE 2006, Dallas

  6. KFS Next Steps • Phase II a and b • CA’s…possible implementers • KFS “Test Drive” • http://www.kualitestdrive.org/ EDUCAUSE 2006, Dallas

  7. Governance • Kuali Foundation • Initial members • Individual Kuali initiative Boards • Kuali Partners’ Program • Institutions • Commercial Affiliates • Major changes on website http://kuali.org/ in coming weeks …new initiatives EDUCAUSE 2006, Dallas

  8. Kuali Foundation • May, 2006 • Not-for-profit • Filed for 501c3 • Expanded scope • Post grant continuity • Commercial Affiliates • Leverage/Engagement • Shared Infrastructure Suite • Standards etc. EDUCAUSE 2006, Dallas

  9. Governance /cont’d…Example • Kuali Financial Systems Board • Voting member from each Investing Institution • NACUBO and The rSmart Group • Project Manager • Multiple Development Teams…locations • Developers from each Institution • Functional Council • Voting member from each Partner Institution • NACUBO and The rSmart Group • Subject Matter Subcommittees EDUCAUSE 2006, Dallas

  10. EDUCAUSE 2006, Dallas

  11. Kuali Research Administration Bruce Alexander, MSU EDUCAUSE 2006, Dallas

  12. Kuali Research Administration • Kuali Functional Council Scope Discussions • KFS handles Budget and Post Award • Within KFS Committed Scope • Need for Pre-Award • Need to address Compliance • Realization • Research Administration is likely as big as the Financial System EDUCAUSE 2006, Dallas

  13. Kuali Research Administration • How Proceed? Apply “Kuali” Approach… • Build from a “known base” • Using Tendered Resources • From Committed Investing Partners • With Clear Governance Structure • Board of Directors • Project Manager • Functional Council • Technical Council EDUCAUSE 2006, Dallas

  14. Kuali Research Administration • Identify a Strong Baseline… • MIT COEUS • Strong Pre-Award • Acceptance within Higher Ed • Significant number of installations • Strong User Community • MIT Desire to Broaden Sustaining Support for COEUS • Desire to Gain from Improved Technical Architecture EDUCAUSE 2006, Dallas

  15. Kuali Research Administration • MIT Contributes COEUS IP to Kuali • COEUS Version 4.x developed under existing COEUS structures and practices • Kuali Research Administration (KRA) • KRA COEUS 5.0 • Developed using Kuali structures and practices EDUCAUSE 2006, Dallas

  16. Kuali Research Administration • KRA Development Investors: • Cornell, Indiana, Arizona, MIT, MSU • Mellon Foundation, $1.5 MM • Coeus Board liaison: Brown University • Coeus Community Rep: University of Maryland • KRA based on MIT Coeus functionality, code set • KRA scope: Integrated pre/post award financials, compliance tracking, online application and reporting, workflow • MSU, Cornell, Indiana have collectively joined the Coeus community EDUCAUSE 2006, Dallas

  17. Delta College’s Strategic Direction Mission Critical Systems EDUCAUSE 2006, Dallas

  18. Delta College Current Systems SIS Homegrown System 2000 HR & Payroll System 2000 Financials Oracle Learning Management eCollege, Etudes EDUCAUSE 2006, Dallas

  19. Strategic Benefits of Kuali and Open Source Student System • Security • IU, Cornell, Michigan, Arizona, Hawaii, UBC over Oracle • External resources • Mellon Foundation • Cost effective • Building on proven products • Delta is a full partner • Ensure requirements are met during software development EDUCAUSE 2006, Dallas

  20. Open Source Student System • Mellon Planning Grant Project • Assessing the Potential for Student Services System • Indiana University, San Joaquin Delta College, Georgetown University, University of British Columbia, and others • Workshops, presentations, surveys, etc. • Brought in SOA expert – Thomas Earl • Conclusion • Project is feasible based on building components using SOA architecture EDUCAUSE 2006, Dallas

  21. Open Source Student System • Current Status • Mellon Grant Proposal • Leadership has Emerged – • University of British Columbia • Coalition of the willing • Delta will be core partner EDUCAUSE 2006, Dallas

  22. Future Systems SIS Open Source HR & Payroll MUNIS Learning Management eCollege/Sakai Financials Open Source Kuali EDUCAUSE 2006, Dallas

  23. It’s Possible! “Dwell in possibility.” Emily Dickenson EDUCAUSE 2006, Dallas

  24. Get Fired Up! “Catch on fire with enthusiasm and people will come from miles to watch you burn.” John Wesley EDUCAUSE 2006, Dallas

  25. Advances with the Kuali Technical Infrastructure David Lassner Chief Information Officer University of Hawaii david@hawaii.edu EDUCAUSE 2006, Dallas

  26. In the beginning… • There was OneStart Workflow from IU • And the Kuali Partners thought it was good • Then our Kuali technical & architectural leads collaboratively designed and implemented the Kuali Nervous System • A unified architecture integrating workflow & eDocs & more • And we have used it to develop KFS EDUCAUSE 2006, Dallas

  27. Dated View of KNS EDUCAUSE 2006, Dallas

  28. And at the same time… • IU, Cornell and Hawaii have had active Workflow projects outside the KFS project • IU has years of production experience with mission-critical non-Kuali workflow apps and adding more • Cornell bringing up workflow and working on EDocLite • Hawaii working on workflow-based eTravel & eLeave • IU Workflow system has become Kuali Enterprise Workflow (KEW) EDUCAUSE 2006, Dallas

  29. Sample Workflow Action List EDUCAUSE 2006, Dallas

  30. Sample Workflow Route Log EDUCAUSE 2006, Dallas

  31. As we plan KFS Phase II, KRA & KSSS… • Kuali is evolving into an umbrella for administrative apps • The technology infrastructure investment that was made for KFS can be leveraged by other Kuali projects • Use of a common development framework will improve productivity and consistency across Kuali modules and projects • Kuali aside, many of us need a reusable development environment to support a general approach to systems development at our institutions EDUCAUSE 2006, Dallas

  32. Behold the Kuali Infrastructure Suite • Kuali Enterprise Workflow • Kuali Nervous System • a generalized service bus • a generalized notification service EDUCAUSE 2006, Dallas

  33. Current KIS Concept EDUCAUSE 2006, Dallas

  34. What Needs to be Done • Extract the reusable infrastructure from the rest of the KFS code • Enhance infrastructure components to allow arbitrary applications to “plug in” without modification EDUCAUSE 2006, Dallas

  35. Proposed KIS 1.0/1.1 Project Plan EDUCAUSE 2006, Dallas

  36. Status of Kuali Infrastructure Suite Proposal • Concept strongly supported by Kuali Board • Proposed for completion in Spring ‘07 • Now need to fully align Board and Technical strategies -- including resourcing EDUCAUSE 2006, Dallas

  37. In the Continuing Spirit of Community Collaboration • As Kuali expands, we need a coherent technology framework • Beyond Kuali, each of us developing apps in Java/J2EE needs an infrastructural environment • We’d rather work it out together than each on our own • Now we’re figuring out how! EDUCAUSE 2006, Dallas

  38. Sample Workflow Action List EDUCAUSE 2006, Dallas

  39. Kuali Days • Tucson, Nov. 14-15: open to anyone interested • Day and a half of sessions on: • Project goals and history • Functional modules • Technical development • Implementation strategies • Featuring demonstration of the base system and learning lab • Register at www.kuali.org EDUCAUSE 2006, Dallas

  40. Q&A EDUCAUSE 2006, Dallas

  41. Why Would a Trend Stop Short? Historical Trends with Open Source Applications Moodle; Sakai; Kuali SAP; PSFT/Oracle; SCT; Blackboard ??? Web/Application Servers Apache; Tomcat; Zope WebSphere; BEA; Oracle DBMS MySQL; Ingres; Postgres DB2, Oracle, SQLServer Operating Systems FreeBSD;Linux; MVS, Solaris, DEC, XP EDUCAUSE 2006, Dallas

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