kualiat 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

• Non-profit 501(c)(3) organization • Sustains and evolves administrative software for Institutions of Higher Education

Softwarefor Higher Education,

by Higher Education

• 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)

Kuali’s Mission - Software

• 2004 Kuali launched: Indiana University, University of Hawaii, NACUBO & rSmart• 2005-7 Mellon Foundations grants awarded for KFS, KC and KS

KFS based on IU’s financial systemKC based on MIT’s Coeus

• 2008 Rice became a fully funded project with investing partners

History of Kuali

• Currently Kuali software in production at 6+ institutions • Over 30 Kuali Foundation members

History of Kuali

Fall 05

Spring 06

Fall 06

Fall 08

Spring 07

Spring 08

Fall 07

Kuali Days Attendance

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

Adopters

Members

Partners

Affiliation Types

• Pay NO licensing fees• Can use Commercial Affiliates

• Pay annual membership dues• Vote for Board members• Enjoy reduced conference fees

• Have seat at the governance table • Provide technical and functional resources • Retain deep knowledge of Kuali projects

as of June 2009…

rSmart IBM Sun Microsystems, Inc. Exeter Huron Consulting

Innovativ Consulting

Syntel, Inc.

VivanTech

SciQuest

Commercial Affiliates

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

Kuali Projects

Chart of AccountsFinancial Transactions/General LedgerPurchasing/Accounts PayableLabor LedgerContracts & GrantsAccounts ReceivableBudget ConstructionCapital AssetsEffort CertificationComing: Endowment Management

KFS Modules

Project ManagerJim Thomas (IU)

Functional Council Chair Kathleen McNeely (IU)

Colorado State UniversityCornell UniversityIndiana UniversityIndiana University FoundationSan Joaquin Delta Community CollegeMichigan State UniversityUniversity of ArizonaUniversity of HawaiiUniversity of MarylandUniversity of Southen CaliforniaNACUBOrSmart

KFS Partners

University of CaliforniaUC-Office of the President

UC-Davis UC-Irvine UC-Santa Barbara

KFS Status

Release 3.0 Pre-release to partner schools in May

Includes Year-end Processing and Depreciation

Sustaining Charter recently announced

Proposal & Budget Development Grants.gov integration

November 2009Human Subjects (IRB)AwardsConflict of Interest2010NegotiationsReport TrackingSubcontractsAnimal Care and Use2011Bio-Safety ManagementExport Controls / ITAR ManagementChemical Tracking

KC Modules

Project ManagerGraham Hall (Cornell)

Functional Council Chair Lori Schultz (UA)

Cornell University and the Weill Medical CollegeUniversity of Arizona

Indiana University Iowa State University Massachusetts Institute of Technology Michigan State University Colorado State University University of California, Berkeley University of California, Davis Coeus Consortium Huron Consulting Group

KC Partners

KC Status

Released 1.1.1 Spring 2009Release 2.0 to coming in Fall 2009Working towards a new

sustainability modelDiscussing support models

Learning Unit ManagementPerson IdentityEnrollmentProgram Audit and EvaluationStudent FinancialsAdmissionsFinancial AidSchedulingand more!

Proposed KS Modules

Project ManagerCath Fairlie (UBC)

Functional Council Chair Audrey Lindsay (UBC)

FoundersUniversity of British ColumbiaThe University of California, BerkeleyThe University of Maryland, College ParkFlorida State UniversityUniversity of Southern CaliforniaSan Joaquin Delta College

PartnersMassachusetts Institute of TechnologyUniversity of CambridgeCarnegie Mellon University

KS Founders & Partners

KS Status

Design review completed.First release, Curriculum

Management, scheduled for March 2010.

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 Modules

Project ManagerEric Westfall (IU)

Technical Roadmap Committee ChairBill Yock (UW)

Application Roadmap Committee ChairChris Coppola (rSmart)

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

Indiana UniversityCornell UniversityThe University of ArizonaSan Joaquin Delta CollegeUniversity of California, San DiegoUniversity of MarylandIowa State UniversityInnovative Consulting Partners

Rice Partners

Rice Status

First full release in Aug. 2009New Board of Directors in Spring

2009Rice is used stand-alone by several

universities

New Projects

Kuali Projects in Incubation:HR/PayrollStoresContinuity Planning

Technologies Used

Kuali Software Platform is Open Source

• Java• Spring• Struts• Maven• Ant• Tomcat• MySQL• 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: Face2Face, Bootcamps, Kuali Days

Upcoming Events

Kuali Days VIIINovember 17-18, 2009

San Antonio, Texashttp://www.kuali.org/kd/