1. UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin – Project Manager | UMD, College Park Garey Taylor – Technical Lead | UMD, College Park

2. 2  Large “flagship” University  12 Colleges, over 100 departments  150+ programs of study, depending on definition  26,000+ undergraduates, 10,000+ grad students  ~8,000 employees including ~ 1,500 T/Tk faculty  Growing Kuali Community on campus  Rice & COEUS (MIT) in production  KFS in Development  COEUS & OLE in early stages  Legacy, homegrown SIS on a mainframe  Challenges with ability to sustain expertise on technology  Difficulty continuing to meet changing campus needs University of Maryland

3. 3  Team based in College Park, MD, South Africa, and Vancouver, BC  KS 1.2.2 codebase (this is incorporated into CM 2.0)  Focused year 1 implementation on course proposal and approval  Create a course  Modify a course  Retire a course  Workflow  Authorization  Dependency analysis  ….(ADD) Project Introduction

4. 4  Large multi-disciplinary distributed team  Structural evolution  Support of operations and ongoing development  Current Structure  Data Team (Functional & Technical)  Software Development Team  Functional Working Group (including UI)  Quality Assurance  Documentation and Training  Rice coordination team *NEW* Organizational structure

5. 5  Hybrid  Upfront Waterfall Style Requirements Gathering  Dedicated Business Analysts  Dedicated Subject Matter Experts  Agile Style Development  Two Week Sprints  Daily Standups  Product Owner Priority Meetings  Sprint Retrospectives  Agile in Production  Balancing O&M with new development Development Methodologies

6. 6  Major Milestones  7/21/2011 Project Kickoff  8/26/2011 Milestone 0 “Infrastructure”  11/1/2011 Milestone 1 “The Plumbing”  12/13/2011 Milestone 2 “Soft Launch”  1/31/2012 Milestone 3 “Production Build”  3/29/2012 “Go-Live” – First record processed  July 2012 Major Release (Retire by Proposal)  August 2012 Became system of record  August 2012 Major Release (VPAC Agenda)  October 2012 Major Release (Dependency Analysis)  Where are we today  Onboarding and training additional colleges  Adding new features and bug fixing  Preparing for CM 2.0 implementation  Looking into how CM fits into ENR (particularly with data) Project Timeline

7. 7  Fantastic  Busy  Tedious  Slow  Tenuous  Hectic  Chaotic  Amazing What is it like being live

8. 8 Where We Came From – Course Proposal

9. 9 Where We Came From – Course Lookup

10. 10 Public Site – www.testudo.umd.edu/ks

11. 11  Data work – mapping, clean-up, loading  Localization  UI  Syntax  Fields  Authorization setup  Workflow  Rules  Configuration – types, categories  Data entry  Retire a course Summary of Major areas of Work

12. 12  Management  Operations + Development = Less Sleep  Be Flexible  Communication and coordination with functional stakeholders is key  Set manageable (small) scope  Set expectations  Prepare for the unexpected (technically and functionally)  Stick to time box – Don’t go off the rails  High visibility, but low volume use and impact  System of record issues will need to be addressed Lessons Learned – Management

13. 13  Functional  Data work is a huge effort – start early  Sometimes you don't know enough to make the decisions  Development possibilities and directions  Changing campus needs and business processes  Software has features campus wants, but isn’t ready for  Timing of functional input can be challenging  “Hurry up and wait”  Dedicated analysis time  Find forgiving functional users – testers, pilot users  Be open to new collaboration tools, willing to adjust midstream  Develop an outward facing site  Get Rice expertise – functional and technical Lessons Learned – Functional

14. 14  Technical  Development Methodologies  Development Environment Setup  Development Tools (Confluence, Jira, Bamboo)  Local Overlay Project (Coding Environment)  Kuali Student 1.2.1  Server Environments  Data Load Testing  Authorization  Running in Production Lessons Learned – Technical

15. 15  Local Overlay Project  KS 1.2.2 Base Dependency  5 Local Sub Projects  Umd-cm-cfg-dbs – DBs Baseline Developer Reference  Umd-cm-impl – Impl Overrides  Umd-cm-rice – Rice Overlay  Umd-cm-ui – UI Overrides  Umd-cm-web – WAR Deploys Local Development Environment

16. 16  Confluence – Wiki  Functional Documentation  Design Specs  Developer Documentation Development Tools - Confluence

17. 17  JIRA – Issue Tracking  Functional Issue Tracking  Technical Issue Tracking Development Tools - JIRA

18. 18  Bamboo– Continuous Integration  Test Code Compilation  Build Development Artifacts  Test Data Load: UM->KS  Test Deployment  Test UI via Selenium Development Tools - Bamboo

19. 19  “Special” Collaborative Patch Branch  First Full Reference Implementation  Critical Issues Will Be Found  Collaboration Between UMD, NWU, and KS  Now running off a local copy of KS CM  Waiting for contribution model to be finalized KS 1.2.2

20. 20  Dev  Nightly Build – Full Data Load  Public  Nightly Build – Reference Impex Load  QA  Manual Build – Full Data Load  Duplicate of Production Env  4 KS App Servers Running Parallel  Production  Manual Build  One Initial Load  Nightly Update Load Server Environments

21. 21  Tool to Populate KS Implementation with UMD Data  Loads into KS via Web Services  DB to DB was deemed to complex  Web Service Contract Stability  Low Volume  Full Load run every night to test iterative changes  Production loads will only update changes Data Load Testing

22. 22  KS 1.1 & 1.2 Partially Implemented Authorization  Adding Standard UI Authorization framework  Finer grained permission checking Authorization

23. 23  Have an effective QA process and try to stick to a release schedule  Improve the product by contributing back patches  Have developers that will maintain the product train on one of the national teams for a month  Best way get up to speed quickly  Establish relationships  Learn a lot about effective software development Running In Production

24. 24 Michelle Appel – mappel@umd.edu Joe Drasin – jdrasin@umd.edu Chris Mann – cmann@umd.edu Garey Taylor – gpt@umd.edu Questions?

25. 25 Appendix

26. 26 DEMO (MA)

27. 27 KS Landing Page (MA) New color scheme, navigation menu moved

28. 28 CM Landing Page (MA)

29. 29 Create a Course – Course Information (MA) Changes in headings, configured & additional fields

30. 30 Create a Course – Governance (MA) Maryland data, constrained values

31. 31 Create a Course – Course Logistics (MA) Customized values

32. 32 Create a Course – Course Requisites (MA) New Rule Types

33. 33 Where We’re Headed (MA)