Still Crazy after Two Years Kuali http 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 EDUCAUSE 2006, Dallas

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

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

First Module of Kuali Financial Systems Actually scheduled now for 10/13 Oct 06 EDUCAUSE 2006, Dallas BW

Hot off the press Barry, As of 10: 30 AM EST this morning, October 10 th, 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 13 th!! Meanwhile, testing continues. Kymber reported that she created over 120 e. Docs over the weekend without any major problems. Jim Thomas, KFS Project Manager EDUCAUSE 2006, Dallas

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

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

Kuali Foundation • May, 2006 – Not-for-profit – Filed for 501 c 3 • • • Expanded scope Post grant continuity Commercial Affiliates Leverage/Engagement Shared Infrastructure Suite – Standards etc. KFS Community KEW Community Others ? Kuali Foundation KRA Community KSSS Community ? KEM Community EDUCAUSE 2006, Dallas

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

EDUCAUSE 2006, Dallas

Kuali Research Administration Bruce Alexander, MSU EDUCAUSE 2006, Dallas

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

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

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

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

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

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

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

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

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

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

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

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

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

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

In the beginning… • There was One. Start 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 & e. Docs & more – And we have used it to develop KFS EDUCAUSE 2006, Dallas

Dated View of KNS EDUCAUSE 2006, Dallas

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 missioncritical non-Kuali workflow apps and adding more – Cornell bringing up workflow and working on EDoc. Lite – Hawaii working on workflow-based e. Travel & e. Leave • IU Workflow system has become Kuali Enterprise Workflow (KEW) EDUCAUSE 2006, Dallas

Sample Workflow Action List EDUCAUSE 2006, Dallas

Sample Workflow Route Log EDUCAUSE 2006, Dallas

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

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

Current KIS Concept EDUCAUSE 2006, Dallas

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

Proposed KIS 1. 0/1. 1 Project Plan EDUCAUSE 2006, Dallas

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

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/J 2 EE 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

Sample Workflow Action List EDUCAUSE 2006, Dallas

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

Q&A EDUCAUSE 2006, Dallas

Why Would a Trend Historical Trends with Stop Open. Short? Source Applications SAP; PSFT/Oracle; Moodle; Sakai; SCT; Kuali Blackboard ? ? ? Web/Application Servers Web. Sphere; Apache; Tomcat; BEA; Oracle Zope DBMS My. SQL; DB 2, Oracle, Ingres; SQLServer Postgres Operating Systems MVS, Free. BSD; Linux; Solaris, DEC, XP EDUCAUSE 2006, Dallas