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Open Source: The Next Wave

3 rd Annual Conference on Technology & Standards. Open Source: The Next Wave. Charles F. Leonhardt Georgetown University Richard Spencer University of British Columbia. May 2, 2006. The Value Zone. Academia’s IT Dilemma: A Painful System Life Cycle.

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Open Source: The Next Wave

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  1. 3rd Annual Conference on Technology & Standards Open Source:The Next Wave Charles F. Leonhardt Georgetown University Richard Spencer University of British Columbia May 2, 2006

  2. The Value Zone Academia’s IT Dilemma:A Painful System Life Cycle New Money, Enthusiasm, Inflated Expectations “Let’s Fix This” B D Aging, Unsupported, Highly Modified C E A “Flop”

  3. New ERP Software Higher Education Legacy Software Caught in the Middle

  4. Academia’s IT Dilemma: OS Application • OS techies build plumbing • Proprietary software vendors build applications Middleware e.g. Shibboleth, Signet, Grouper Infrastructure “Plumbing” i.e. Linux, Apache, TCP/IP, Perl, Sendmail, etc.

  5. Collaborative OS: New Paradigm

  6. Collaborative OS: New Paradigm

  7. Collaborative OS: New Paradigm

  8. Collaborative OS: New Paradigm

  9. Collaborative OS Core Focus Identity And Access Management Personal Info. Manager Object Libraries Scholarly Information Systems Portals Digital Repositories Learning Management Systems Portfolios Scholarly Publishing Content Managers Library Catalogue

  10. Collaborative OS Core Focus Shib, PubCookie, Signet Chandler Sakai Scholarly Information Systems DSpace uPortal, CampusEAI Moodle, Pachyderm OSPI OKI Zope, LionShare Fedora

  11. Pipedream or Panacea? A greater likelihood of using open source to achieve ‘value zone’ solutions by focusing on our core business: Scholarly Information Systems

  12. Pipedream or Panacea? A greater likelihood of using open source to achieve ‘value zone’ solutions by focusing on our core business: Scholarly Information Systems and Student Services Systems

  13. Collaborative OS Core Focus Identity And Access Management Student Elections Student Records Student Services Systems Financial Aid Housing & Dining Services Student Accounts Registration LMS Integration Degree Audit Library Integration

  14. Is it Time for an Open Source Student Services System?

  15. Or alternatively put: Are you crazy? Growing confidence in recent projects prompted the Mellon Foundation to fund a small Open Source Student Services System Planning Grant

  16. OS-SSS Advisory Board Brad WheelerRichard Spencer Chief Information Officer Senior IT Strategist Indiana University Univ of British Columbia bwheeler@indiana.edu Richard.Spencer@ubc.ca Charles F. LeonhardtPrincipal TechnologistGeorgetown University lenhardt@georgetown.edu Lee Belarmino Chief Information OfficerDelta College lbelarmino@deltacollege.edu Consultants Jim Farmer, Georgetown jxf@georgetown.edu Bernie Gleason, IBM gleason@bc.edu Barry Walsh Sr. Director, eBusiness Indiana University walsh@indiana.edu

  17. Build Build or Buy Build, Buy, or“Borrow” 1970-80s 1990 2000 2010 Sourcing Evolution Risks? • Support? • Quality? • Sustainability? • Security? Benefits? • Control of destiny • Leverage of $$ • Learning • Innovation

  18. Commercial Coordination Closed IP LicensingFees Creating Software Unbundled IP & Support + Commercial Support Options Sustaining Software Maintenance Fees In Search of a Better Model… …for how we pay and what we get. Software is not free. Higher Ed Coordination Open IP Community Source Projects Bundled IP & Support Partnering Organizations Objective…sustainable economics and innovation for satisfied users

  19. Solo Functional Partnership Dysfunctional Partnership Higher Ed Collaboration Can higher ed capture economies of scale in software creation and maintenance? • Capturing Industry Leverage: • Learning how to partner • Synchronizing institutional • investments • IT architecture discipline • Creating effective consortia • Common licensing!! Lifecycle System Costs/ Effectiveness ? Number Participating

  20. Apache, JBoss, Eclipse Open Source is Moving up the Stack Linux TCP/IP, SendMail, HTTP • Open Source vs. • Community Source • Pool of $ / Human Resources • Governance • Date Driven • Open Community Applications?

  21. Funding Models / Levels $8M+ $1.1M $7-8M

  22. The Sakai Project University of Michigan Indiana University MIT Stanford University JA-SIG (uPortal Consortium) Open Knowledge Initiative The Sakai Educational Partners

  23. Original Nov 2003 Plan June 2.0 Released Dec 2.1 Released July 04 May 05 Dec 05 Jan 04 Conference440 Attend Conference172 Attend Conference 560 Attend Aug 1.0 Dec 1.5 Release Pilot • Sakai 2.0 Release • TPP • Framework • Services-based Portal • Sakai Tools • Complete CMS • Assessment • Workflow • Research Tools • Authoring Tools "Best of" Refactoring Activity: Ongoing implementation work at local institution… Primary Sakai Activity Refining Sakai Framework,Tuning and conforming additional tools Intensive community building/training Sakai Project Timeline • Michigan • CHEF Framework • CourseTools • WorkTools • Indiana • Navigo Assessment • Eden Workflow • OneStart • Oncourse • MIT • Stellar • Stanford • CourseWork • Assessment • OKI • OSIDs • uPortal • Sakai 1.0 Release • Tool Portability Profile • Framework • Services-based Portal • Refined OSIDs & implementations • Sakai Tools • Complete CMS • Assessment Activity: Maintenance & Transition from aproject to a community Primary Sakai Activity Architecting for JSR-168 Portlets,Re-factoring “best of” features for tools Conforming tools to Technology Portability Profile

  24. Sakai in Production

  25. Efficient Ecosystem for Ed Foundation Commercial Affiliates 100+ University Partners Open Licensing

  26. Open Source Student Systems

  27. Student Systems (1)

  28. Student Systems (2)

  29. Student Systems (3)

  30. Student Systems (4)

  31. Student Systems (5)

  32. Lesson One Developing Enterprise-scale systems is Really Difficult…. Developing them With Others is Really, Really, Really Difficult… but well worth it!

  33. Lesson Two The Secret Sauce Recipe… • Begin with an Existing System • Use Date-Driven Development • Board Members Must Face Delivery ‘Back Home’ • Create a Strong Board and governance • Engage in Post-Project Community Development up Front

  34. Lesson Three Vett Project Talent Carefully and Make Necessary Decisions

  35. Lesson Four Effective Collaboration is a valuable Organizational Capability… Staff Development Work to Learn How to Partner

  36. What is the VALUE PROPOSITION for Collaborative Open Source? INVESTMENT – Coordination + Knowledge + Shared Costs Learning Maint.

  37. It’s time to move on to a discussion of the vision for a new Open Source Student Services System

  38. “Focus” Groups • Six Sessions at AACRAO to discuss what • System users want in a next generation • Student Services System • “Virtual” Focus/Q&A Session this Friday at: • 2pm ET / 1pm CT / Noon MT / 11am PT • Details to be announced on these lists: • OS-Student list, Educause CIO / PS Users • / Registrars lists, AACRAO Registrar & • Admissions lists / Sun’s KE-SIG lists

  39. More Information Public Folder with project documents, listserv for announcements and discussion are available at: http://student.osnext.org

  40. Center of Excellence in Scholarly Information Architecture at Georgetown University • To collaboratively develop a scholarly information architecture through rigorous interoperability testing, and integrating scholarly services with components, enterprise systems and federated environments. • The Center will: • Encourage use of OS solutions to enhance applications (possible applications: LMS, CMS, portal services, e-portfolios, digital library systems, etc.) • Encourage open standards and a reference data model for seamless integration • Provide rigorous context for development and integration • Encourage collaboration to avoid ‘vendor centric’ solutions

  41. Center Activities Center to draw upon resources at Georgetown’s Office of Information Services (OIS) and Center for New Designs in Learning and Scholarship (CNDLS) on projects like: • Federation and Application Interoperability with Portals • Demonstrate application interoperability from OS/commercial applications • Perform consulting and demonstration services in interoperability lab • Co-develop, test & demonstrate ID “connectors” to access Sun’s ID access manager system • Single sign-on, content customization & delivery via standards support

  42. Center Activities (continued) • OS/Open Standards Reference Implementations • Demonstrate reference architecture, tools and data model implementations of critical open standards • Federated Brokerage System for Exchange of Learning objects and digital repositories with emphasis on digital rights management (DRM) • Research and development collaboration on Sun’s Voyager • Object extension/demonstration for learning object directories and repositories

  43. Center Activities (continued) • Consultancy/Community Outreach • Sharing Scholarly Information Architecture through publications, presentation and conferences • Reference and Consultancy services for US Department of Education and world education bodies • Grid Research • Collaboration on GRID enabled service capability with Georgetown Grid Innovation Center

  44. Collaborations with PESC • Coordination on OS/open standards development, testing and implementation • Interoperability of learning objects and data exchange protocols (i.e. XML standards) • Reference architecture, tools and data implementation • Support for sign-on, content customization & delivery standards for portals • Increase institutional access and lower barriers to adoption of OS/open standards • Information sharing with community • Recommendations on certifications

  45. Portable Devices Digital Content Assessment Repositories Course Management Adaptive Tutors Search ePortfolios Personalization & Accessibility Program Monitoring Interactivity & Rich Media Portals Student Monitoring Classroom Capture Collaboration Environments Accelerating Innovation in the Learning Enterprise

  46. The IMS Education Enterprise *Web Services For Learning Repositories Financial System *IMS: Foundational Specifications & Guidelines In Use Today *Digital Repositories Portal Student Information System *Sharable State Custom Learning Environments *Tools Interoperability Learner Interface *Enterprise Services *Learner Information *Accessibility Publisher Content *Meta-Data *Common Cartridge *Simple Sequencing Course Management “Integration Of Learner Data Across the Enterprise Enables New Innovation in Learning” Instructor Interface *Content Packaging ePortfolio *Learning Design *Question & Test Interoperability *ePortfolio *Competency Definitions Library Systems Assessment *ResourceList

  47. New IMS Initiatives SOA Enterprise Learning Framework & Reference Implementation (SIS, Learning Systems, Library, Financial Systems) Learner Personalization & Accessibility Setting the “Gold Standard” for Online Learning and Academic Services Talent Management - Integration of Corporate HR Functions with Learning and Higher Education Common Cartridge for Plug & Play Digital Course Content Interoperability Among Open Source and Proprietary Applications Rich Media Learning Applications and Systems Plug & Play Interface Between Learning Applications and Digital Repositories

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