Use Mobile Guidebook to Evaluate this Session

1. Use Mobile Guidebook to Evaluate this Session

2. What is Kuali and What is a Community Source System? SACRAO Annual Conference Raleigh, NC February 2014 Rick Skeel Functional Director, Kuali Student

3. What is Kuali? SACRAO Annual Conference - Raleigh, NC 2014

4. What is Kuali? • KS - Kuali Student • KFS - Kuali Financial Systems • KC - Kuali COEUS (Research Administration) • KPM - Kuali People Management (HR) • OLE - Kuali Open Library Environment • KR - Kuali Mobility • More than 70 Institution and Organization Members SACRAO Annual Conference - Raleigh, NC 2014

5. What is Community Source? • A Community of Higher Ed institutions • Direct and consistent voice in how software is built • Resources shared/leveraged across schools • Development guided by functional process owners • Phased or incremental implementations are possible, even encouraged • Control by the community, not the vendor • Upgrade on your schedule • Best practices approach to system software SACRAO Annual Conference - Raleigh, NC 2014

6. What Community Source is Not! • Not a vendor • We are a collaboration • Institutions and companies with shared a values • We have no sales force, just people who believe in collaboration, cooperation, and a shared model of development • Not A Hands Down approach • Participants are at the table making decisions at every stage • Partners fully understand the system up front SACRAO Annual Conference - Raleigh, NC 2014

7. Is Community/Open Source Really Free? • Yes, as far a the cost of the software and ongoing maintenance is concerned • Free like a puppy, not a beer  • No direct cost to download and implement the software • No ongoing maintenance fees each year • Costs are not hidden • Each institution will need implementation support, either in-house or through a vendor • Training costs to maintain the system locally • These are no different than the costs of a vended solution SACRAO Annual Conference - Raleigh, NC 2014

8. Why Should You Be Involved? • Costs are significantly lower, and support by the community is readily available • Share development resources with other higher ed institutions • Have a seat on the Board and Functional Council • Influence product strategy formulated by the community • Control your own implementation and upgrade strategies, to best use your internal resources SACRAO Annual Conference - Raleigh, NC 2014

9. What is Kuali Student? SACRAO Annual Conference - Raleigh, NC 2014

10. KS Community Founders University of Maryland, College Park University of Toronto University of Washington University of Utah North-West University, South Africa Indiana University Partners Boston College Stellenbosch University, South Africa Iowa State University SACRAO Annual Conference - Raleigh, NC 2014

11. What is Kuali Student? Kuali Student isnext generation student systemthat … • … is one of seven modules that support the full student academic lifecycle • … is being incrementally produced by an international community • … institutions can deploy incrementallyover time to replace current systems … aims for a rich user experience through user-centric design … delivers on the promise of service-oriented architecture Modules KS Curriculum Management KS Enrollment KS Accounts KS Financial Aid KS Admissions KS Program Audit KS Scheduling SACRAO Annual Conference - Raleigh, NC 2014

13. Enrollment Functional Areas Institution Facing Student Facing Course Offering Course Registration Course Assessment Course Program Enrollment Program Offering Program Assessment Program Academic Planning Academic Record Setup Common People and Permissions SACRAO Annual Conference - Raleigh, NC 2014

14. Course-Related Functionality SACRAO Annual Conference - Raleigh, NC 2014

15. Program-Related Functionality SACRAO Annual Conference - Raleigh, NC 2014

16. Program-Related Functionality SACRAO Annual Conference - Raleigh, NC 2014

17. Common Functionality SACRAO Annual Conference - Raleigh, NC 2014

18. How is Kuali Student being delivered? SACRAO Annual Conference - Raleigh, NC 2014

19. Key Product Strategies • Dive deep into a functional area to provide substantial value • Leverage “implementing institution” to validate delivery of working code • Utilize agile development methodologies • Agile Kuali Student Development • Today • 1:15 – 2:00 PMRoom 406 SACRAO Annual Conference - Raleigh, NC 2014

20. Enrollment Delivery Process Identify Requirements Release Course Offering Release Course Registration Release . . . SACRAO Annual Conference - Raleigh, NC 2014

21. Development – Methodology Improvements • Developers are more involved in determining and implementing solutions within their teams • Decisions are made and implemented quickly • Teams gel and perform better over time • Development velocity is accelerating with each milestone SACRAO Annual Conference - Raleigh, NC 2014

22. Implementing Institution Review • Expose technical gaps and defects through production-like deployment • Perform sample customizations • Deploy fuller dataset • Conduct functional review, including usability testing KS EnrollmentImplementing Institution SACRAO Annual Conference - Raleigh, NC 2014

23. What has been done to date?What’s next for Kuali Student? SACRAO Annual Conference - Raleigh, NC 2014

24. Curriculum Management Roadmap Highlights • Curriculum Management (CM) 1.2 has been available since January, 2012 • http://kuali.org/downloads • UMD greatly contributed to the development of CM 1.2 • CM 2.0 founders release is now available. • CM 2.0 public release will be available to the world in Jan 2013 • UMD will have CM 2.0 in QA by April and in production Summer 2013 • CM Sustainability Model is being formulated. It will Include: • Support and Maintenance plan • Contribution process • CM Roadmap

25. CM Update - Implementations

26. Kuali CM Out of the Box

27. How You Can Make Kuali Yours

28. Learning Objectives

29. Dependency Analysis

30. View Existing Courses

31. Development Highlights • Course Offering • Rollover • Create from Copy/Catalog • Registration Groups • Seatpools • Scheduling Requests • Schedule of Classes • Setup • Academic Calendar • Registration Appointments • Registration Eligibility SACRAO Annual Conference - Raleigh, NC 2014

32. Conceptual Model CHEM 152: General Chemistry Course CHEM 152 for Autumn 2012 Course Offering Format Offering Lecture + Lab Lecture Activity Offering Lecture A Lab AA Lab AB Lecture B Registration Group Reg Group 0101: Lecture A + Lab AA Reg Group 0102: Lecture A + Lab AB Reg Code 0201: Lecture B SACRAO Annual Conference - Raleigh, NC 2014

33. Course Offering - Rollover

34. Creating a Course

35. Creating a Course Offering

36. Managing Schedule of Classes

37. Reviewing Schedule of Classes

39. Questions? SACRAO Annual Conference - Raleigh, NC 2014

40. Where can you get more information? • QUESTIONS • Questions can be addressed to the KS Project and Community: • ks.info@kuali.org; ks.collab@kuali.org • DOCUMENTATION • Technical and Functional Documentation can be found here: • Curriculum Management Documentation • CODE • The code base can be downloaded here: • http://kuali.org/download • DEFECTS • Defects submitted and tracked in JIRA • https://jira.kuali.org/browse/KSLAB • Kuali Foundation information • http://www.kuali.org/; http://www.kuali.org/ks

41. Feel Free To Contact Me Rick Skeel Functional Director, Kuali Student rskeel@ou.edu

42. Use Mobile Guidebook to Evaluate this Session