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

2. © 2006 Georgetown University 2 May 2, 2006 Academia’s IT Dilemma: A Painful System Life Cycle D E A B C Aging, Unsupported, Highly Modified New Money, Enthusiasm, Inflated Expectations “Let’s Fix This” The Value Zone “Flop”

3. © 2006 Georgetown University 3 May 2, 2006 Caught in the Middle Legacy Software New ERP Software Higher Education

4. © 2006 Georgetown University 4 May 2, 2006 Application Middleware e.g. Shibboleth, Signet, Grouper Academia’s IT Dilemma: OS Infrastructure “Plumbing” i.e. Linux, Apache, TCP/IP, Perl, Sendmail, etc. OS techies build plumbing Proprietary software vendors build applications

5. © 2006 Georgetown University 5 May 2, 2006 Collaborative OS: New Paradigm Open Source Open Standards Collaborative Development

6. © 2006 Georgetown University 6 May 2, 2006 Collaborative OS: New Paradigm Open Source Open Standards Collaborative Development

7. © 2006 Georgetown University 7 May 2, 2006 Collaborative OS: New Paradigm Open Source Open Standards Collaborative Development

8. © 2006 Georgetown University 8 May 2, 2006 Collaborative OS: New Paradigm Open Source Open Standards Collaborative Development

9. © 2006 Georgetown University 9 May 2, 2006 Collaborative OS Core Focus Scholarly Information Systems Personal Info. Manager Portals Portfolios Identity And Access Management Content Managers Object Libraries Library Catalogue Scholarly Publishing Learning Management Systems Digital Repositories

10. © 2006 Georgetown University 10 May 2, 2006 Collaborative OS Core Focus Scholarly Information Systems Chandler uPortal, CampusEAI OSPI Shib, PubCookie, Signet Zope, LionShare Sakai Fedora OKI Moodle, Pachyderm DSpace

11. © 2006 Georgetown University 11 May 2, 2006 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. © 2006 Georgetown University 12 May 2, 2006 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. © 2006 Georgetown University 13 May 2, 2006 Collaborative OS Core Focus Student Services Systems Student Elections Financial Aid Registration Identity And Access Management Degree Audit Student Records Library Integration LMS Integration Student Accounts Housing & Dining Services

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

17. 1970-80s19902000 BuildBuild or Buy Build, Buy, or “Borrow” 2010 Benefits? Control of destiny Leverage of $$ Learning Innovation Risks? Support? Quality? Sustainability? Security? Sourcing Evolution

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

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

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

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

23. 23 The Sakai Project University of Michigan Indiana University MIT Stanford University JA-SIG (uPortal Consortium) Open Knowledge Initiative The Sakai Educational Partners

24. 24 June 2.0 Released Dec 2.1 Released Michigan CHEF Framework CourseTools WorkTools Indiana Navigo Assessment Eden Workflow OneStart Oncourse MIT Stellar Stanford CourseWork Assessment OKI OSIDs uPortal Sakai 2.0 Release TPP Framework Services-based Portal Sakai Tools Complete CMS Assessment Workflow Research Tools Authoring Tools Primary Sakai Activity Refining Sakai Framework, Tuning and conforming additional tools Intensive community building/training Activity: Ongoing implementation work at local institution… Jan 04 July 04May 05Dec 05 Activity: Maintenance & Transition from a project to a community Sakai 1.0 Release Tool Portability Profile Framework Services-based Portal Refined OSIDs & implementations Sakai Tools Complete CMS Assessment Primary Sakai Activity Architecting for JSR-168 Portlets, Re-factoring “best of” features for tools Conforming tools to Technology Portability Profile Sakai Project Timeline Conference 172 Attend Dec 1.5 Release Pilot Aug 1.0 Conference 440 Attend Conference 560 Attend Original Nov 2003 Plan

25. 25 Sakai in Production

26. 26 Efficient Ecosystem for Ed Foundation 100+ University Partners Commercial Affiliates Open Licensing

29. Open Source Student Systems

30. Student Systems (1)

31. Student Systems (2)

32. Student Systems (3)

33. Student Systems (4)

34. Student Systems (5)

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

36. The Secret Sauce Recipe… 1.Begin with an Existing System 2.Use Date-Driven Development 3.Board Members Must Face Delivery ‘Back Home’ 4.Create a Strong Board and governance 5.Engage in Post-Project Community Development up Front Lesson Two

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

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

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

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

41. 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 “Focus” Groups

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

43. © 2006 Georgetown University 43 May 2, 2006 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

44. © 2006 Georgetown University 44 May 2, 2006 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

45. © 2006 Georgetown University 45 May 2, 2006 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

46. © 2006 Georgetown University 46 May 2, 2006 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

47. © 2006 Georgetown University 47 May 2, 2006 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

48. © Copyright 2006 IMS/GLC All Rights Reserved. Page 48 Accelerating Innovation in the Learning Enterprise Course Management AssessmentDigital Content Search Interactivity & Rich Media Portals Classroom Capture Personalization & Accessibility ePortfoliosRepositories Portable Devices Adaptive Tutors Collaboration Environments Program Monitoring Student Monitoring

49. © Copyright 2006 IMS/GLC All Rights Reserved. Page 49 The IMS Education Enterprise Learner Interface Course Management Publisher Content Repositories Assessment Library Systems Student Information System Financial System Instructor Interface Portal Custom Learning Environments *Accessibility *Competency Definitions *Content Packaging *Digital Repositories *Enterprise Services *ePortfolio *Web Services For Learning *Learner Information *Learning Design *Meta-Data *Question & Test Interoperability *Resource List *Sharable State *Simple Sequencing ePortfolio *Common Cartridge *Tools Interoperability *IMS: Foundational Specifications & Guidelines In Use Today “Integration Of Learner Data Across the Enterprise Enables New Innovation in Learning”

50. © Copyright 2006 IMS/GLC All Rights Reserved. Page 50 New IMS Initiatives 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 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

51. © Copyright 2006 IMS/GLC All Rights Reserved. Page 51 IMS and the Global Tech Industry: Investing in Educational Innovation

52. © Copyright 2006 IMS/GLC All Rights Reserved. Page 52 IMS and Global Education Leaders in Learning

53. © Copyright 2006 IMS/GLC All Rights Reserved. Page 53 Don’t Follow - Lead! Join IMS! New Member Levels Available! Next Quarterly Meeting at Stanford (May 8-11) Annual Conference: June 19-22, Hosted by Indiana U: - Special Workshop on Integrating Open Source featuring Open U., Moodle, Sakai, Microsoft, Blackboard, Angel Learning, University of Wisconsin Madison

54. © Copyright 2006 IMS/GLC All Rights Reserved. Page 54 For More Information Contact: –Rob Abel –CEO, IMS Global Learning Consortium –office: +1.407.792.4164 –mobile: +1.407.687.7255 –skype: rob_abel –rabel@imsglobal.orgrabel@imsglobal.org –http://www.imsglobal.org/http://www.imsglobal.org