educause 2006, dallas still crazy after two years kuali: //kuali.org/ bruce alexander, michigan...

EDUCAUSE 2006, Dallas

Still Crazy after Two Years

Kuali: http://kuali.org/

Bruce Alexander, Michigan State UniversityLee Belarmino, San Joaquin Delta CollegeKris Hafner, UC Office of the PresidentDavid Lassner, University of Hawai'iBarry Walsh, Indiana University

Dallas: October 10, 2006

http://kuali.org/


Kuali Foundation and KFS Progress

Barry Walsh

[email protected]


KFS Founding Partners

• Started with Six Institutional Founding Partners

• NACUBO and The rSmart Group are Founding Partners

On 7/8/06, a newInvesting Partner joined

http://www.deltacollege.edu/


First Module of Kuali Financial Systems

BW

Actually scheduled now

for 10/13

Oct 06


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


KFS Next Steps

• Phase II a and b

• CA’s…possible implementers

• KFS “Test Drive”– http://www.kualitestdrive.org/

http://www.kualitestdrive.org/


• 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

Governance

http://kuali.org/


Kuali Foundation

• May, 2006 – Not-for-profit – Filed for 501c3

• Expanded scope• Post grant continuity• Commercial Affiliates• Leverage/Engagement• Shared Infrastructure Suite

– Standards etc.

Others ?

KSSSCommunity

?

KEMCommunity

KRACommunity

KEWCommunity

KFSCommunity

KualiFoundation


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


Kuali Research Administration

Bruce Alexander, MSU



• 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



• 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



• 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



• 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



• 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


Delta College’s Strategic Direction

Mission Critical Systems


SIS HomegrownSystem 2000

HR & PayrollSystem 2000

FinancialsOracle

Delta College Current Systems

Learning Management

eCollege, Etudes


Strategic Benefits of Kuali and Open Strategic Benefits of Kuali and Open Source Student SystemSource 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


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


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


Future Systems

SISOpen Source HR & Payroll

MUNIS

FinancialsOpen Source

Kuali

Learning Management eCollege/Sakai


It’s Possible!It’s Possible!

“Dwell in possibility.” Emily Dickenson


Get Fired Up!Get Fired Up!

“Catch on fire with enthusiasm and people will come from miles to

watch you burn.” John Wesley


Advances with the Kuali Technical Infrastructure

David Lassner

Chief Information Officer

University of Hawaii

[email protected]


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


Dated View of KNS


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)


Sample Workflow Action List


Sample Workflow Route Log


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


Behold the Kuali Infrastructure Suite

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


Current KIS Concept


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


Proposed KIS 1.0/1.1 Project Plan


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


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!


Sample Workflow Action List


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

http://www.kuali.org/


Q&A


MySQL; Ingres; PostgresMySQL; Ingres; Postgres

FreeBSD;Linux;FreeBSD;Linux;

Why Would a Trend Stop Short?

MVS, Solaris, DEC, XPMVS, Solaris, DEC, XP

DB2, Oracle, SQLServerDB2, Oracle, SQLServer

Apache; Tomcat; ZopeApache; Tomcat; ZopeWebSphere; BEA; OracleWebSphere; BEA; Oracle

Moodle; Sakai; KualiMoodle; Sakai; KualiSAP; PSFT/Oracle; SCT; BlackboardSAP; PSFT/Oracle; SCT; Blackboard

???

Historical Trends with Open Source

Operating SystemsOperating Systems

DBMSDBMS

Web/Application ServersWeb/Application Servers

ApplicationsApplications

educause 2006, dallas still crazy after two years kuali: //kuali.org/ bruce alexander, michigan...

Documents

dallas slide

governance slide

years kuali

msu slide

dallas hot

dallas kfs founding

kfs project manager

financial system slide