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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

What is Kuali?

5th Annual Conference

on Technology & Standards

Phil McKown

Projects Administrator

Kuali Foundation

www.kuali.org

what is kuali2
What is Kuali?

To find out, you can start right here →kuali.org

what is kuali3
What is Kuali?

Even better .. Go here! kuali.org →

sure but what is kuali5
Sure, but what is Kuali?
  • A comprehensive suite of administrative applications for Carnegie Class institutions –
sure but what is kuali6
Sure, but what is Kuali?
  • A comprehensive suite of administrative applications for Carnegie Class institutions –
      • designing
sure but what is kuali7
Sure, but what is Kuali?
  • A comprehensive suite of administrative applications for Carnegie Class institutions –
      • designing
      • developing
sure but what is kuali8
Sure, but what is Kuali?
  • A comprehensive suite of administrative applications for Carnegie Class institutions –
      • designing
      • developing
      • sustaining
sure but what is kuali9
Sure, but what is Kuali?
  • A comprehensive suite of administrative applications for Carnegie Class institutions –
      • designing
      • developing
      • sustaining
      • evolving
sure but what is kuali10
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
sure but what is kuali11
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
why is kuali
Why is Kuali?
  • Higher Education wants enterprise administrative applications that satisfy institutional requirements.
why is kuali16
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.
why is kuali17
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.
why is kuali18
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.
why is kuali19
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.
kuali has core principles in designing
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.

kuali has core principles in developing
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.
kuali has core principles in producing
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.
the reality triangle24
The Reality Triangle

McKown’s Maxim:

“You are always in

the Reality Triangle”

the kuali projects
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.
kfs kuali financial systems27
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
kfs kuali financial systems28
KFS: Kuali Financial Systems

Release 3.0 – Dec 08

  • Accounts Receivable
  • Capital Assets
  • Effort Reporting
  • Budget Construction

Release 4.0 – Kuali Foundation

the kfs partners
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

the kuali projects31
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.
kra kuali research administration33
KRA: Kuali Research Administration

Release 1 – Jul 08

  • Proposal & Budget Development
  • Grants.gov

Release 2 – Aug 09

  • IRB / Human Participants
  • Awards
  • Conflict of Interest
kra kuali research administration34
KRA: Kuali Research Administration

Release 3 – Sep 10

  • Animal Care and Use
  • Negotiations
  • Subcontracts

Release 4 – Oct 11

  • Bio-Safety
  • Export Controls
  • Chemical Tracking
the kra partners
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

the kuali projects37
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.
what is kuali student
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
what is kuali student40
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:
why ks now
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

why ks now42
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

kuali student will
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
ks kuali student
KS: Kuali Student

Tier 1

  • Curriculum Development
  • Customer Contact
  • Enrollment
  • Degree Audit and Academic Evaluation
  • Student Financials
ks kuali student45
KS: Kuali Student

Tier 2

  • Admissions
  • Scheduling
  • Awards and Financial Aid
  • Concierge
ks kuali student46
KS: Kuali Student

Tier 3

  • Recruitment
  • Event Management
  • Housing
  • Athletics
  • Alumni
  • Family Financial Planning
  • Elections
  • Student Life
the ks partners
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

the kuali projects49
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 (☹).
krice kuali rice infrastructure
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
krice kuali rice infrastructure51
KRice: Kuali Rice Infrastructure

KSB: simple service bus aimed at easy integration in a service-oriented architecture

KEW: Kuali Enterprise Workflow

  • eDocs = electronic documents
  • routed online to browser
  • routing sequence set by business rules
  • Route Log = audit trail
  • workgroups
  • delegation
  • all elements maintained in eDocs
krice kuali rice infrastructure52
KRice: Kuali Rice Infrastructure

KEN: Kuali Enterprise Notification – secure communicationsbroker for institutional business

KOM: Kuali Organization Management – hierarchical organizations, generic hierarchical structures

krice kuali rice infrastructure54
KRice: Kuali Rice Infrastructure

KRice initially delivered as APIs for Kuali project developers

Now moving to distributed web services

Release 0.9.1 – Jul 07

  • Prototyping tool

Release 0.9.2 – Feb 08

  • Used in KFS Release 2

Release 1.0 – Sep 08

  • Incorporated into future KFS, KRA, and KS
what is the kuali foundation
What is the Kuali Foundation?

Take another look atwww.kuali.org

how is a kuali project funded63
How is a Kuali Project Funded?
  • Founding and Partner Institutions
    • Tendered financial and development resources
    • Functional expertise and commitment
how is a kuali project funded64
How is a Kuali Project Funded?
  • Founding and Partner Institutions
    • Tendered financial and development resources
    • Functional expertise and commitment
  • Mellon Foundation Grants
  • 2005 - KFS 2006 - KRA 2007 - KS
how is a kuali project funded65
How is a Kuali Project Funded?
  • Founding and Partner Institutions
    • Tendered financial and development resources
    • Functional expertise and commitment
  • Mellon Foundation Grants
    • 2005 - KFS 2006 - KRA 2007 - KS
  • Kuali Foundation
    • Foundation Partners – currently 23 institutions
    • Commercial Affiliates – Foundations and Corporations
how is a kuali project funded66
How is a Kuali Project Funded?
  • Founding and Partner Institutions
    • Tendered financial and development resources
    • Functional expertise and commitment
  • Mellon Foundation Grants
    • 2005 - KFS 2006 - KRA 2007 - KS
  • Kuali Foundation
    • Foundation Partners – currently 23 institutions
    • Commercial Affiliates – Foundations and Corporations
so what about standards68
So What About Standards?

Kuali Projects are developed on industry standards:

  • J2EE: Sun Java 2 Enterprise Edition
  • JDK: Sun Java Development Kit
  • SOA: Service-Oriented Architecture
  • XML: eXtensible Markup Language
  • Eclipse with Web Tools
  • Tomcat: Application Server
  • Apache 2: Web Server
so what about standards69
So What About Standards?

Kuali Projects are developed on industry standards:

  • Oracle and MySQL: Database Client
  • Linux: Operating System
  • SVN: Subversion Code Management
  • Anthill Pro and Bamboo: Continuous Integration
  • Ant and Maven 2: Application Build and Deploy
  • Fisheye: Code Repository Viewer
so what about standards70
So What About Standards?

Kuali Projects are tested on industry standards:

  • JMeter: Performance Testing
  • JUnit: Unit Testing
  • Clover and Emma: Code Coverage
  • PerformaSure and YourKit: Profiling
so what about standards71
So What About Standards?

Kuali Projects are designed and documented on industry standards:

  • Confluence: Documentation
  • Jira: Issue Tracking
  • Word: Functional Specifications
  • Visio and Erwin: Data Modeling
  • PerformaSure and YourKit: Profiling
  • Excel and Project: Project Management
so what about standards72
So What About Standards?

Kuali Projects live in a new standard:

Community Source

  • Collaboration: Confluence of the best and brightest
  • Governance: Consistent and transparent processes and management
  • Dedicated Resources: Tendered by Partners and managed by Project Managers
  • Subject Matter Experts: Functionality is defined by the institutional power users
so what about standards73
So What About Standards?

Kuali Projects live in a new standard:

Community Source

  • Support: The Kuali Foundation delivers support and oversight
  • Industry Standards: Proven tools used across teams: “Kuali Architecture and Development Standards”
  • Experience: Project staff become the internal experts for institutional implementation and support
so what about standards74
So What About Standards?

Kuali Projects live in a new standard:

Community Source

  • Sakai: Sister community source project for Instructional Content Management
  • Higher Education:
      • KS Leadership is tracking PESC standards on Core, Course Description, and Transcript
      • JISC: Joint Information Systems Committee
  • JA-SIG: Java Community Source Conference
the software is free so why join
The Software is Free – so why join?

Software is a fraction of the total cost …

  • Implementation
  • User Support
  • Institutional Customization
  • Resources

… all cost, dearly.

the software is free so why join76
The Software is Free – so why join?
  • Becoming an active member …

Kuali Projects

Kuali Foundation

…is the least expensive way to grow these resources at home

  • Participation buys influence
the kuali community
The Kuali Community

The Kuali Community shares

its expertise and honors yours.

Thank you

Phil McKown

pmckown@indiana.edu

so what is kuali79
So What is Kuali?

3-Ring Kwali Range

so what is kuali81
So What is Kuali?

9 Bean Curry

so what is kuali83
So What is Kuali?

Brush Quale

Dan Quayle

so what is kuali87
So What is Kuali?

Kuala Lumpur, Malaysia

so what is kuali89
So What is Kuali?

Kuali is loosely translated from the Malay language into English to mean "humble utensil that plays an important role in the kitchen."

the kuali community90
The Kuali Community

The Kuali Community shares

its expertise and honors yours.

Thank you

Phil McKown

pmckown@indiana.edu