kuali at a glance Presentation Overview Kualis Mission

kuali at a glance

Presentation Overview • Kuali’s Mission • History of the Kuali Foundation • Governance and Structure • Types of Members • Kuali Projects • Technologies and Tools

Kuali’s Mission – High Level Software for Higher Education, by Higher Education • Non-profit 501(c)(3) organization • Sustains and evolves administrative software for Institutions of Higher Education

Kuali’s Mission - Software • Open Community (coordinated development model: only community members contribute) • Open Source (Educational Community License: anybody can use the source code) • Modular (pick and choose the functionality you need) • Distributed (modern, loosely-coupled, scalable architecture)

History of Kuali • 2005 Kuali launched: 7 university partners, NACUBO & r. Smart • 2005 -7 Mellon Foundations grants awarded for KFS, KC and KS KFS based on IU’s financial system KC based on MIT’s Coeus • 2008 Rice became a fully funded project with investing partners

History of Kuali • Currently Kuali software in production at 5 institutions • Over 30 Kuali Foundation members 600 500 331 400 300 200 120 133 1 2 221 415 530 195 100 0 0 Fall 05 Spring 06 3 Fall 06 4 Spring 07 5 Fall 07 6 Spring 08 Kuali Days Attendance 7 Fall 08 8

Governance • The Golden Rule: “Those who bring the gold make the rules” • Foundation is a thin layer; Governance at projects level • Project Boards provide strategy and oversight • Reality Triangle of Resources, Time, and Scope

Governance • Projects are functionally driven, focusing on user requirements and functionality • Functional Councils determine functional specifications and set priorities • Development Teams are formed by investing schools • Project Managers assign work to Development teams based on priorities from the Functional Council

Organization Structure

Affiliation Types Adopters • Pay NO licensing fees • Can use Commercial Affiliates Members • Pay annual membership dues • Vote for Board members • Enjoy reduced conference fees Partners • Have seat at the governance table • Provide technical and functional resources • Retain deep knowledge of Kuali projects

Commercial Affiliates as of June 2009… r. Smart IBM Sun Microsystems, Inc. Exeter Huron Consulting Innovativ Consulting Syntel, Inc. Vivan. Tech Sci. Quest

Kuali Projects Comprehensive modules for a fully functional financial system Research administration encompassing pre-award, post-award, and compliance Comprehensive modules for a fully functional student system Middleware components and rapid development platform

KFS Modules Chart of Accounts Project Manager Jim Thomas (IU) Financial Transactions/General Functional Council Chair Ledger Kathleen Mc. Neely (IU) Purchasing/Accounts Payable Labor Ledger Contracts & Grants Accounts Receivable Budget Construction Capital Assets Effort Certification Coming: Endowment Management

KFS Partners Colorado State University Cornell University Indiana University Foundation San Joaquin Delta Community College Michigan State University of Arizona University of California University of Hawaii UC-Office of the President University of Maryland UC-Davis University of Southen California UC-Irvine NACUBO UC-Santa Barbara r. Smart

KFS Status Release 3. 0 Pre-release to partner schools in May Includes Year-end Processing and Depreciation Sustaining Charter recently announced

KC Modules Proposal & Budget Development Grants. gov integration November 2009 Human Subjects (IRB) Awards Conflict of Interest 2010 Negotiations Report Tracking Subcontracts Animal Care and Use 2011 Bio-Safety Management Export Controls / ITAR Management Chemical Tracking Project Manager Graham Hall (Cornell) Functional Council Chair Lori Schultz (UA)

KC Partners Cornell University and the Weill Medical College University of Arizona Indiana University Iowa State University Massachusetts Institute of Technology Michigan State University Colorado State University of California, Berkeley University of California, Davis Coeus Consortium Huron Consulting Group

KC Status Released 1. 1. 1 Spring 2009 Release 2. 0 to coming in Fall 2009 Working towards a new sustainability model Discussing support models

Proposed KS Modules Learning Unit Management Person Identity Enrollment Program Audit and Evaluation Student Financials Admissions Financial Aid Scheduling and more! Project Manager Cath Fairlie (UBC) Functional Council Chair Audrey Lindsay (UBC)

KS Founders & Partners Founders University of British Columbia The University of California, Berkeley The University of Maryland, College Park Florida State University of Southern California San Joaquin Delta College Partners Massachusetts Institute of Technology University of Cambridge Carnegie Mellon University

KS Status Design review completed. First release, Curriculum Management, scheduled for March 2010.

Rice Modules Project Manager Eric Westfall (IU) Technical Roadmap Committee Chair Bill Yock (UW) Application Roadmap Committee Chair Chris Coppola (r. Smart) Kuali Enterprise Workflow [KEW] Kuali Nervous System [KNS] Kuali Service Bus [KSB] Kuali Identity Management [KIM] Kuali Enterprise Notification [KEN] Coming: Kuali Organization Management [KOM]

Rice Governance Application Roadmap Committee (ARC) high-level application architecture for integration of Kuali application projects Technical Roadmap Committee (TRC) high-level technical architecture and tools • Committees formed by leaders from other Kuali projects and representatives assigned by the Kuali Rice Investing Partners that are not implementing Kuali Applications

Rice Partners Indiana University Cornell University The University of Arizona San Joaquin Delta College University of California, San Diego University of Maryland Iowa State University Innovative Consulting Partners

Rice Status First full release in Aug. 2009 New Board of Directors in Spring 2009 Rice is used stand-alone by several universities

New Projects Kuali Projects in Incubation: HR/Payroll Stores Continuity Planning

Technologies Used Kuali Software Platform is Open Source • Java • Spring • Struts • Maven • Ant • Tomcat • My. SQL • Eclipse

Communications • • • Website: http: //kuali. org Mailing Lists / Listservs: Sakai Directory Calendars: Confluence, Google Email the Member Liaison: zach@kuali. org

Collaboration • Confluence: wiki • Sakai: document sharing • Videoconferencing: Polycom, Skype, Google • Screen Sharing: Adobe One Connect • Meetings: Face 2 Face, Bootcamps, Kuali Days

Upcoming Events Kuali Days VIII November 17 -18, 2009 San Antonio, Texas http: //www. kuali. org/kd/