EDUCAUSE 2006, Dallas

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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
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Kuali Foundation and KFS Progress

• Barry Walsh
• walsh_at_indiana.edu

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
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First Module of Kuali Financial Systems
Actually scheduled now for 10/13 ?
Oct 06
BW
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Hot off the press
Barry, As of 1030AM 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 FridayThe 13th!! 
Meanwhile, testing continues.  Kymber reported
that she created over 120 eDocs over the weekend
without any major problems. 
Jim
Thomas, KFS Project Manager
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KFS Next Steps

• Phase II a and b
• CAspossible implementers
• KFS Test Drive
• http//www.kualitestdrive.org/

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

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Kuali Foundation

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

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Governance /contdExample

• Kuali Financial Systems Board
• Voting member from each Investing Institution
• NACUBO and The rSmart Group
• Project Manager
• Multiple Development Teamslocations
• Developers from each Institution
• Functional Council
• Voting member from each Partner Institution
• NACUBO and The rSmart Group
• Subject Matter Subcommittees

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(No Transcript)
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Kuali Research Administration

• Bruce Alexander, MSU

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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

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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

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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

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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

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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

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Delta Colleges Strategic Direction Mission
Critical Systems
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Delta College Current Systems
SIS Homegrown System 2000
HR Payroll System 2000
Financials Oracle
Learning Management eCollege, Etudes
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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

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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

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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

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Future Systems
SIS Open Source
HR Payroll MUNIS
Learning Management eCollege/Sakai
Financials Open Source Kuali
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Its Possible!

• Dwell in possibility.
• Emily Dickenson

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Get Fired Up!
Catch on fire with enthusiasm and people will
come from miles to watch you burn. John Wesley
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Advances with the Kuali Technical Infrastructure

• David Lassner
• Chief Information Officer
• University of Hawaii
• david_at_hawaii.edu

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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

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Dated View of KNS
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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)

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Sample Workflow Action List
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Sample Workflow Route Log
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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

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Behold the Kuali Infrastructure Suite

• Kuali Enterprise Workflow
• Kuali Nervous System
• a generalized service bus
• a generalized notification service

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Current KIS Concept
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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

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Proposed KIS 1.0/1.1 Project Plan
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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

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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
• Wed rather work it out together than each on our
  own
• Now were figuring out how!

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Sample Workflow Action List
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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

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