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Moving from Idea to Application

Open source administrative software for education. Moving from Idea to Application. Agenda. Brief overview of Kuali Governance Structure Overarching Guidelines Funding Models & Sustainability Collaboration and Prioritization Techniques Onboarding New Projects Q&A / Discussion.

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Moving from Idea to Application

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  1. Open source administrative software for education Moving from Idea to Application

  2. Agenda • Brief overview of Kuali • Governance Structure • Overarching Guidelines • Funding Models & Sustainability • Collaboration and Prioritization Techniques • Onboarding New Projects • Q&A / Discussion

  3. Brief Overview of Kuali – First, KFS • Started in 2005 as Kuali Financial System • 6 schools, NACUBO, and 1 Commercial Affiliate signed on • Received Mellon grant for start-up funds • Based on Indiana University’s financial system • Delivered first release in November 2006 • Now have 15 partners • First implementations of KFS by partners in 2009 • KFS includes all components of a large financial system

  4. Brief Overview of Kuali – Then KRA • 4 KFS partners invested in Research Administration • Received Mellon grant for start-up funds • Based upon the current MIT Coeus system • Delivered first release in July 2008 • Currently have 9 investing partners • Includes modules for proposals, awards, and compliance

  5. Brief Overview of Kuali -- Student • A student project was forming, led by UBC • Kuali and the project team decided to onboard into Kuali • Also received Mellon grant for start-up funding • Currently, 9 Investing Partners • First module will be released in 2009: The Learning Unit Management • Coordinating with many other projects, such as Fluid

  6. Brief Overview of Kuali -- Rice • Rice is the middleware and application development environment for all Kuali projects and for applications outside of Kuali • Originally it was embedded in the KFS, but was abstracted once Kuali began to onboard additional projects • Currently, there are 7 investing partners

  7. Governance Structure • Foundation is a thin layer; governance lies with the projects • The Golden Rule: “Those who bring the gold make the rules” • Project Boards oversee strategy and provides oversight • Functional Councils set priorities • Development teams are formed by investing schools, with approval by Project Manager from Lead Institution

  8. Overarching Guidelines • Use of the Educational Community License V2.0 • Use of Kuali governance structure for Project Board, Functional Council and Project Manager • Use of existing models or systems where possible • Use of Rice • Follow the principle of those who bring the gold make the rules • Financial management and tax reporting by Kuali Foundation

  9. Funding Models & Sustainability • Institutions and Commercial Affiliates are members of the Kuali Foundation, to support the community • They are also Investing Partners in projects, where MOST of the resources are applied • Investing Partners provide FTEs for: • development, documentation, etc. • functional experts for specs and testing • cash for project expenses • Investing Partners decide priorities and functionality • The Sustaining Model is similar to the Development Model, with less resources required

  10. Collaboration and Prioritization • Collaboration model: • F2F when possible • Video as 2nd choice • Phone / Skype as 3rd choice • E-mail as last choice • Collaboration tools: Confluence, JIRA, Sakai • Prioritization: Functional Council rules!

  11. Onboarding new projects • Investing partners come together • Charter document required • Resources to support the project outlined • MoU’s signed • Kuali Foundation approval • Some in the offing: Business Continuity, IT Support, HR/Payroll

  12. Issues for Q&A • Funding models in tough times • Community source versus open source • Cost of administrivia: financials, licensing, IP, taxes, etc. • DISCUSSION……

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