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The Kuali Project

The Kuali Project. Mark J. Norton, Nolaria Consulting Jennifer Foutty, Kuali Foundation. Presentation Overview. Kuali’s Mission History of the Kuali Foundation Organizational Structure Types of Members Kuali Modules Technologies Used Communication & Collaboration Tools.

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The Kuali Project

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  1. The Kuali Project Mark J. Norton, Nolaria Consulting Jennifer Foutty, Kuali Foundation

  2. Presentation Overview • Kuali’s Mission • History of the Kuali Foundation • Organizational Structure • Types of Members • Kuali Modules • Technologies Used • Communication & Collaboration Tools

  3. Kuali’s Mission – High Level Software for Higher Education, by Higher Education • Non-profit 501(c)(3) organization • Sustains and evolves administrative software for Institutions of Higher Education

  4. Kuali’s Mission - Software • 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)

  5. History of Kuali • 2004 Andrew W. Mellon Foundation grant for planning • 2005 Kuali launched: 7 university partners, NACUBO & rSmart • 2005 $2.5M Mellon Foundation grant to produce Kuali Financial System (KFS) based on Indiana’s Financial Information System (FIS)

  6. History of Kuali • 2006 $1.5M Mellon grant to start Kuali Coeus (KC) based on MIT’s Coeus project for research administration • 2007 $2.5M from the Mellon Foundation to launch Kuali Student • 2008 Rice became a fully funded project with investing partners

  7. 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

  8. 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

  9. Organization Structure

  10. Affiliation Types Adopters Members Partners • 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

  11. Commercial Affiliates as of June 2009… Exeter Huron Consulting IBM Innovativ Consulting rSmart SciQuest Syntel, Inc. Sun Microsystems, Inc. VivanTech

  12. Kuali Projects 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

  13. KFS Modules • Chart of Accounts • Financial Transactions/General Ledger • Purchasing/Accounts Payable • Labor Ledger • Contracts & Grants • Accounts Receivable • Budget Construction • Capital Assets • Effort Certification • Coming: Endowment Management Project Manager Jim Thomas (IU) Functional Council Chair Kathleen McNeely (IU)

  14. KFS Partners Colorado State University Cornell University Indiana University Indiana University Foundation San Joaquin Delta Community College Michigan State University University of Arizona University of Hawaii University of Maryland University of Southen California NACUBO rSmart University of California UC-Office of the President UC-Davis UC-Irvine UC-Santa Barbara

  15. KFS Status • Extracted platform services into Rice • Release 3.0 • Pre-release to partner schools in May • Includes Year-end Processing and Depreciation • Sustaining Charter recently announced

  16. KC Modules Project Manager Graham Hall (Cornell) Functional Council Chair Lori Schultz (UA) • Proposal & Budget Development • Grants.gov integration • November 2009 • Human Subjects (IRB) • Awards • Conflict of Interest • 2010 • Negotiations • Report Tracking • Subcontracts • Animal Care and Use • 2011 • Bio-Safety Management • Export Controls / ITAR Management • Chemical Tracking

  17. KC Partners Cornell University and the Weill Medical College University 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

  18. KC Status • Released 1.1.1 Spring 2009 • Release 2.0 to coming in Fall 2009 • Working towards a new sustainability model

  19. Proposed KS Modules Project Manager Cath Fairlie (UBC) Functional Council Chair Audrey Lindsay (UBC) • Learning Unit Management • Person Identity • Enrollment • Program Audit and Evaluation • Student Financials • Admissions • Financial Aid • Scheduling • and more!

  20. KS Founders & Partners Founders University of British Columbia The University of California, Berkeley The University of Maryland, College Park Florida State University University of Southern California San Joaquin Delta College Partners Massachusetts Institute of Technology University of Cambridge Carnegie Mellon University

  21. KS Status • Design review completed. • First release, Curriculum Management, scheduled for March 2010. • New methodology: • Agile, efficient, reduced hand-offs, parallel development efforts.

  22. Rice Modules Project Manager Eric Westfall (IU) Technical Roadmap Committee Chair Bill Yock (UW) Application Roadmap Committee Chair Chris Coppola (rSmart) • 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] Technical Roadmap Committee (TRC) Responsible for goal-setting, for high-level technical architecture and tools, and for an evolving road map for the future Application Roadmap Committee (ARC) Responsible for goal-setting, for high-level application architecture for integration of Kuali application projects, and for an evolving roadmap for the future

  23. Rice Partners Indiana University Cornell University The University of Arizona San Joaquin Delta College University of California, San Diego University of Maryland Iowa State University Innovative Consulting Partners

  24. Rice Status • First full release in Aug. 2009 • New BOD in Spring 2009 • Working to support integration in KFS and KC • Rice is used stand-alone by several universities

  25. New Projects Kuali Projects in Incubation: Stores Continuity Planning HR/Payroll (others)

  26. Technologies Used • Kuali Software Platform is Open Source • Java • Spring • Struts • Maven • Ant • Tomcat • MySQL • Eclipse

  27. Communications • Website: http://kuali.org • Mailing Lists / Listservs: Sakai • http://collab.kuali.org/portal • Directory: http://collab2.kuali.org/view.asp • Calendars: Confluence, Google • Email the Member Liaison: zach@kuali.org

  28. Collaboration • Confluence http://test.kuali.org/confluence • Meetings: Face2Face, Kuali Days, Bootcamps • Videoconferencing: Polycom, Skype, Google • Screen Sharing: Adobe One Connect

  29. Kuali Days Attendance Fall 05 Spring 06 Fall 06 Spring 07 Fall 07 Spring 08 Fall 08

  30. Upcoming Events Kuali Days VIII November 17-18, 2009 San Antonio, Texas http://www.kuali.org/kd/

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