Dr. Brad Wheeler IU Chief Information Officer & IUB Dean of IT Indiana University

1. Is it Time for an Open Source Student Services System? Dr. Brad Wheeler IU Chief Information Officer & IUB Dean of IT Indiana University Assoc Professor of Information Systems Kelley School of Business bwheeler@indiana.edu bwheeler.ovpit.iu.edu

3. Charles F. LeonhardtPrincipal TechnologistGeorgetown University lenhardt@georgetown.edu Lee Belarmino Chief Information OfficerDelta College lbelarmino@deltacollege.edu Barry Walsh Sr. Director eBusinessIndiana University walsh@indiana.edu Richard SpencerVeteran and VisionaryUniversity of British Columbia Richard.spencer@ubc.ca

4. Focus Groups! Marriott Hotel -- Irvine Room, 4th Level, South Tower Wednesday – 2:30p-4p Thursday – 9a-10:30a -- 1p-2:30p Tell us what you want in a next generation Student Services System

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

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

7. 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

8. Apache, JBoss, Eclipse Open Source is Moving up the Stack Linux TCP/IP, SendMail, HTTP Applications?

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

12. 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

13. Sakai in Production

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

18. Some concepts for enterprise systems

19. Goals for enterprise systems • Deliver scalable, self-service processes • Focus on needs of end users (not just staff in central departments) • Retain departmental stewardship of systems • HR, Finance, Admissions, Registrars, etc. • An architecture that • allows individuals to have a single on-line identity • identifies individuals in all systems and processes • supports complete business processes • allows business processes to easily span systems

20. Service Oriented Architecture Service • A software component that: • carries out a specific part of a business process • e.g. a credit card authorization. • has a well defined, platform independent interface • is reusable Service Oriented Architecture • loosely coupled services • services use middleware to communicate and execute business processes • use standard schemas when they are available

21. Simplified SSS schema

22. Vendor Identified Functions for Student Systems

23. Open Source Student Systems

24. Student Systems (1)

25. Student Systems (2)

26. Student Systems (3)

27. Student Systems (4)

28. Student Systems (5)

32. Developing Enterprise-scale systems is Really Difficult…. Developing them With Others is Really, Really, Really Difficult…

33. 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. Vett Project Talent Carefully and Make Necessary Decisions

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

36. Focus Groups! Marriott Hotel -- Irvine Room, 4th Level, South Tower Wednesday – 2:30p-4p Thursday – 9a-10:30a -- 1p-2:30p Tell us what you want in a next generation Student Services System

37. Is it Time for an Open Source Student Services System? Dr. Brad Wheeler IU Chief Information Officer & IUB Dean of IT Indiana University Assoc Professor of Information Systems Kelley School of Business bwheeler@indiana.edu bwheeler.ovpit.iu.edu

41. Black Board + WebCT Industry Shakeout Black Board Commercial WebCT Home Grown Sakai Project Foundation... Consolidation 1995 2002 2004 2007