uPortal; Past, Present and Future

1. uPortal; Past, Present and Future Carl Jacobson University of Delaware

2. uPortal • Who we are • Why we did it • Funding and Resources • Business Partners • Open Source • Where we are • Where we are going

3. Denver, 6/04 Miami, 12/03 Denver, 6/03 Orlando, 12/02 Vancouver, 6/02 Destin, 12/01 La Jolla, 7/01 Destin, 2/01 Monterey, 7/00 Orlando, 12/99 10th JA-SIG Conference

4. Who Are We? • First Time? • Last Time? • In Production? • Currently Implementing? • Kicking Tires? • Commercial Partner? • Sakai? • Code Contributors?

5. Portals, Ad Space and Booth-babes 1999 Long Beach EDUCAUSE • Mascot Network • Student Online • CampusPipeline • Jenzabar • Applied Theory • enCommerce • Viador • Applied Theory • Blackboard • WebCT

6. JA-SIG • Java in “Administration” • Share Experience and Code • Adopt Common Direction • Promote Java in Higher Education • Leverage Higher-ed w/ Vendors • Java “Architectures”

7. Founders • Princeton • U British Columbia • U Delaware • Sun Microsystems

8. JA-SIG Activities • Conferences – Twice Annually • Clearinghouse – Code Sharing • Collaborative Development • uPortal • HyperContent • Sakai

9. uPortal ProjectSpawned • Address the Portal Offensive • Establish a “Beacon” Java Project

10. uPortal ProjectBegins • 2000, Proof-of-Concept • Andrew W. Mellon Foundation • $770,000, Delaware PI • Three-Years • January, 2001 – December, 2003 • Open Source License • Self-Sustaining 1

11. Early Particpants • British Columbia • Princeton • Yale • Delaware • IBS (Unicon/IBS) • im&m • Columbia • Others

12. Early Leaders • Ken Weiner • Peter Kharchenko • Jim Farmer • Justin Tilton • Art Pasquinelli • Dave Koehler • Ira Fuchs

13. uPortal Success • Dozen developer institutions • Over One 130 implementations • Hundreds of thousands of users • Thirteen countries • Seven commercial partners • Various spin-offs • Engaged with other efforts

14. uPortal Lines of code 400,000 04 300,000 200,000 03 02 100,000 01 00 2002 2001 2003 2004

15. uPortal Major Release Features 2.3 JSR-168 & Fragment Administration Aggregated Layouts & Integrated Modes 04 2.2 Enhancements XSLT Architecture 03 2.1 Performance 2.0 02 Roles 1.6 1.5 First Release 01 1.0 00

16. Personalized display uPortal 2.0 framework Integration uPortal 2.0 + Web Services + Adapters Enterprise uPortal 2.3 + Web Services Enterprise Process uPortal 3.0 + Sakai workflow Types of portals

17. Current • Mellon Three-Year Grant Ended • Development Continues • Deployment Continues • Sakai Two-Year Grant Begins • JSR 168 Portlets • New Adopters • New Channels (Portlets) • Student Services to Teaching & Learning

18. Open Source “When programmers can read, redistribute, and modify the source code for a piece of software, the software evolves. People improve it, people adapt it, people fix bugs.” Source: opensource.org

19. Open SourceLicense • Run • Examine • Change • Contribute • Redistribute 2

20. Open SourceMyths • Free? • Open? • Community Source • Risky? • Non-Commercial?

21. Good OSS • Lower Costs • Higher Quality • Better Support • Lower Risk • User Driven • Flexible

22. Open Source Limitations • Less financial backing • Non-existent marketing budgets • Depends on community interest • Open vs Managed • No one to litigate • Limit to size and complexity

23. Open Source • Open Source License vs • Open Source Project • Grant Funded Project?

24. Elements ofSuccess • Collaboration • Community • Cash • Commercial Partnership • Community Source

25. uPortalCollaboration • Share Effort • “Best Minds Work Elsewhere” • Common Denominator • Spread the Word • Open Source Contributors

26. uPortal Community • For Education by Education • Contribute Effort • Provide High Level of Support • Community vs Vendor Relations • “Membership”

27. uPortal Cash • Seed Efforts • Enable Commercial Partnership • Ensure Progress • Stamp of Approval • Self-Sustaining Plan

28. uPortalCommercial Partners • Dedicated Resources • Discipline, Formality • Long-term Support • Long-term Development • Marketing • Competition

29. Business Relationships • iAssessment • Unicon/IBS • SCT/CampusPipeline • im&m • Sigma Systems • CAI • The RSmart Group

30. Community Source • Bounded • Market-Driven • Undirected • Community Behavior

31. uPortal and Sakai • Michigan, Stanford, Indiana, MIT • uPortal, OKI • Mellon Foundation • Hewlett Foundation • $6.8 Million • SEPP Institutions • SCP Companies

32. Sakai • Open Source, Community Source • Collaboration and Learning Environment • Extending and Implementing Open Standards • Convergence of Mellon Projects • July 2004 Release

33. Sakai Educational Partners Program • Access to SEPP staff • Community development manager • SEPP developers, documentation writers • Knowledgebase • Developer training for the TPP • Exchange for partner-developed tools • Strategy and implementation workshops • Early access to pre-release code • $10k/$5k sakaiproject.org

34. Boston University , School of Management Brown University Carnegie Mellon University Columbia University Community College of Southern Nevada Cornell University Dartmouth College Foothill-De Anza Community College District Harvard University Johns Hopkins University New York University Northwestern University Princeton University Simon Fraser University State University of New York - Learning Environments Tufts University University of Arizona University of California Berkeley University of California , Davis University of California , Los Angeles University of California , Merced University of Cape Town , SA University of Colorado University of Delaware University of Lleida University of Hawaii University of Oklahoma University of Virginia University of Washington University of Wisconsin , Madison Virginia Tech Yale University SEPP Members

35. uPortal and OSPI • Open Source Portfolio Initiative • Indiana, Minnesota, RSmart… • Mellon Foundation Funding • Sakai, OKI, uPortal theospi.org

36. uPortal andHyperContent • Content Management • Version 1.4 – uPortal based • SourceForge • Releases 6 months • Version 2.0 • Non-uPortal based • JSR168 • Looking for Partners

37. uPortal HyperContent Sakai OSPI OKI Fedora Chandler/Westwood VUE Lion Share DSpace ArtStor JStor ERP? Open Source for Higher Education

38. uPortal Future • Open Source/Open Content • ArtStor, Fedora, OSPI, etc. • Commercial Support (1/2 of all) • Commercial Products • Continued Community Development • Funding? • Community Process? • Its up to you.