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What is Kuali?

What is Kuali?. 5th Annual Conference on Technology & Standards. Phil McKown Projects Administrator Kuali Foundation www.kuali.org. What is Kuali?. To find out, you can start right here → kuali.org. What is Kuali?. Even better .. Go here! kuali.org →. Sure, but what is Kuali?.

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What is Kuali?

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  1. What is Kuali? 5th Annual Conference on Technology & Standards Phil McKown Projects Administrator Kuali Foundation www.kuali.org

  2. What is Kuali? To find out, you can start right here →kuali.org

  3. What is Kuali? Even better .. Go here! kuali.org →

  4. Sure, but what is Kuali?

  5. Sure, but what is Kuali? • A comprehensive suite of administrative applications for Carnegie Class institutions –

  6. Sure, but what is Kuali? • A comprehensive suite of administrative applications for Carnegie Class institutions – • designing

  7. Sure, but what is Kuali? • A comprehensive suite of administrative applications for Carnegie Class institutions – • designing • developing

  8. Sure, but what is Kuali? • A comprehensive suite of administrative applications for Carnegie Class institutions – • designing • developing • sustaining

  9. Sure, but what is Kuali? • A comprehensive suite of administrative applications for Carnegie Class institutions – • designing • developing • sustaining • evolving

  10. Sure, but what is Kuali? • A comprehensive suite of administrative applications for Carnegie Class institutions – • designing • developing • sustaining • evolving • Collaborations of colleges, universities, commercial firms, and interested organizations

  11. Sure, but what is Kuali? • A comprehensive suite of administrative applications for Carnegie Class institutions – • designing • developing • sustaining • evolving • Collaborations of colleges, universities, commercial firms, and interested organizations

  12. Who is Kuali?

  13. You could be here!

  14. Kuali Commercial Affiliates

  15. Why is Kuali? • Higher Education wants enterprise administrative applications that satisfy institutional requirements.

  16. Why is Kuali? • Higher Education wants enterprise administrative applications that satisfy institutional requirements. • Institutions want interoperable modules of functionality, and to pick and choose among them.

  17. Why is Kuali? • Higher Education wants enterprise administrative applications that satisfy institutional requirements. • Institutions want interoperable modules of functionality, and to pick and choose among them. • Partners want to have a say in what applications do, how they do it, and who makes them.

  18. Why is Kuali? • Higher Education wants enterprise administrative applications that satisfy institutional requirements. • Institutions want interoperable modules of functionality, and to pick and choose among them. • Partners want to have a say in what applications do, how they do it, and who makes them. • Everyone wants Free Software, and it has to be reliable, flawless, and easy to use.

  19. Why is Kuali? • Higher Education wants enterprise administrative applications that satisfy institutional requirements. • Institutions wants interoperable modules of functionality, and to pick and choose among them. • Partners want to have a say in what applications do, how they do it, and who makes them. • Everyone wants Free Software, and it has to be reliable, flawless, and easy to use.

  20. Kuali Has Core Principlesin Designing • Do not start with a blank sheet • Start from an established legacy system or at least best of breed components • The features in an application are “functionally-driven” • Functional experts set the priorities and determine what gets done. • Applications are not showcases for technology. They are delivered online in a standard browser.

  21. Kuali Has Core Principlesin Developing • Collaboration and consensus may be inefficient, but they deliver superior product. • Development teams use industry standardtools Only they can estimate the resources required. • Quality can be assured only when thoroughtesting is built into the schedule and done.

  22. Kuali Has Core Principlesin Producing • Build in shared functionality with common components. Shared infrastructure is difficult but rewarding. • Release applications with incremental advances at optimal intervals. • Document, document, document.

  23. The Reality Triangle

  24. The Reality Triangle McKown’s Maxim: “You are always in the Reality Triangle”

  25. The Kuali Projects • In the Beginning… the “Kuali Project” started in January, 2005. • By its “Kuali Test Drive” demonstration release in March, 2006, it had become KFS: Kuali Financial Systems • KFS is based on FIS: Financial Information Systems client/server application developed at Indiana University in mid 1990s.

  26. KFS: Kuali Financial Systems

  27. KFS: Kuali Financial Systems Release 1.0 – Oct 06 Three “Core” modules and common “Nervous System” infrastructure Release 2.0 – Nov 07 • Contracts & Grants • Purchasing / Accounts Payable • Labor Distribution

  28. KFS: Kuali Financial Systems Release 3.0 – Dec 08 • Accounts Receivable • Capital Assets • Effort Reporting • Budget Construction Release 4.0 – Kuali Foundation

  29. The KFS Partners University of Arizona University of California UC Davis UC Irvine UC Santa Barbara Colorado State University Cornell University University of Hawaii Indiana University University of Maryland Michigan State University NACUBO The rSmart Group San Joaquin Delta Community College

  30. KFS Timeline

  31. The Kuali Projects • Then there were two… • The KRA: Kuali Research Administration started in January, 2007. • KRA is based on Coeus Professional and Coeus Light applications developed at MIT.

  32. KRA: Kuali Research Administration

  33. KRA: Kuali Research Administration Release 1 – Jul 08 • Proposal & Budget Development • Grants.gov Release 2 – Aug 09 • IRB / Human Participants • Awards • Conflict of Interest

  34. KRA: Kuali Research Administration Release 3 – Sep 10 • Animal Care and Use • Negotiations • Subcontracts Release 4 – Oct 11 • Bio-Safety • Export Controls • Chemical Tracking

  35. The KRA Partners Huron Consulting Group Indiana University Massachusetts Institute of Technology Michigan State University University of Arizona University of California at Davis Coeus Consortium Colorado State University Cornell University Weill Medical College

  36. KRA Timeline

  37. The Kuali Projects • Now there are three… • The KS: Kuali Student started in July, 2007. • KS is based on Student Services components and designs developed at University of British Columbia.

  38. An Open Source Student System:It is coming

  39. What is Kuali Student? New generation Student Services System • “Student-centric” - built to support students and administrators from any institution • Modular – open source – standards-based Flexible, scalable design Built to accommodate dynamic learning environment • Service-Oriented Architecture delivered through web services

  40. What is Kuali Student? • Five year development plan: 2007 - 2012 • Community-source project • Team consists of founder and partner institutions • Participation opportunities are available! • Current Participants:

  41. Why KS Now? • Many student service systems do not meet current needs • Vendor solutions may not be the answer • Development of in-house systems is challenging Increasingly complex technology requires specialized resources

  42. Why KS Now? Competing for scarce IT resources in a constrained market User requirements and expectations increasing rapidly Budgets and funding are constrained • We can build systems that do more for users • Collaboration and open source development does work

  43. Kuali Student will... • Supportend users • Support a wide range oflearners and learning activities • Support a wide range of business processes • Make it easier to change processes • Deliver a product based on services • Be sustainable through community source development and adoption

  44. KS: Kuali Student Tier 1 • Curriculum Development • Customer Contact • Enrollment • Degree Audit and Academic Evaluation • Student Financials

  45. KS: Kuali Student Tier 2 • Admissions • Scheduling • Awards and Financial Aid • Concierge

  46. KS: Kuali Student Tier 3 • Recruitment • Event Management • Housing • Athletics • Alumni • Family Financial Planning • Elections • Student Life

  47. The KS Partners University of British Columbia University of California at Berkeley Florida State University University of Maryland at College Park Massachusetts Institute of Technology San Joaquin Delta Community College

  48. KS: Kuali Student

  49. The Kuali Projects • All served on a bed of Kuali Rice… KRice grew out of the original KFS Nervous System in mid 2005. • Kuali soon realized that there are common components among several or all projects • Common code can be developed to share (☺) or developed in duplicate (☹).

  50. KRice: Kuali Rice Infrastructure The Grains of Rice ... KIM: Kuali Identity Management – authentication of persons, roles, etc. KNS: Kuali Nervous System – common services • data dictionaries • lookups and inquiries • maintenance documents • note and attachment features • custom attributes • pluggable business rules

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