Building the Public/Private IT Infrastructure for Growth Bradley C. Wheeler Associate Vice President & Dean Office of the VP & CIO Indiana University bwheeler@iu.edu

Infrastructure as Shared Opportunities Hardware (leverage) I-light, contracts John-e-Box Invention Software (partnering) ePortfolio & Portals Open Source Applications Life-long learning at a distance/blended IU Knowledgebase eScience/Discovery tools Processes (loosely coupled) K-12 to higher ed to career data transfer Leverage and partnering are economically-efficient tools for creating/sustaining IT infrastructure – for growth

Overview Creating Software Together Research Computing Sakai Project Open Source Portfolio ??? Research Computing Innovation, grants, growth

University of Michigan Indiana University MIT Stanford University The Sakai Project This set of 10 slides provides a high level overview of the Sakai Project. It is designed to be used by anyone who wishes to brief others regarding Sakai. We recommend using the Sakai Project Prospectus as an additional handout (see www.sakaiproject.org). These slides are accurate as of 5 April 2004. Updates will be posted at the Sakai Project website along with additional FAQs. University of Michigan Indiana University MIT Stanford University JA-SIG (uPortal Consortium) Open Knowledge Initiative The Sakai Educational Partners

Two Challenges for IT in Higher Ed Delivering sustainable economics to satisfied users Advancing the frontiers of innovation for user expectations TCP/IP, SendMail, HTTP Linux Apache, JBoss Applications? Open Source is Moving up the Stack

Course Management Systems Industry Shakeout Black Board WebCT Commercial Home Grown Consolidation? ? 2002 1995 2004 2007

What future will we choose? ePortfolio Software? ? Commercial Home Grown ? What future will we choose? 2004 1998 2007

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

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 Solo Functional Partnership Dysfunctional Partnership ? Number Participating

Controlling Our Destiny Functionality of systems, integration, standards…innovation Cost of systems operations, maintenance, timing, evolution Chandler/Westwood PKI Dartmouth

The Sakai Project “The University of Michigan, Indiana University, MIT, Stanford, the uPortal Consortium, and the Open Knowledge Initiative (OKI) are joining forces to integrate and synchronize their considerable educational software into a pre-integrated collection of open source tools.” “Sakai Project Receives US$2.4 Million Grant” – December 2003

Converging Trends…why now…? Data Standards IMS Global Institutional Partnering Technical Standards OKI, JSR-168 Institutional Mobilization Economics, control of destiny Open Source Applications for Education 2003 was the year that data and technical standards matured sufficiently along with growing university engagement to set the stage for the Sakai Project. Many institutions recognize the success of Linux and Apache as infrastructure and believe that Application software for education is the next open source domain. Gartner 2003 also views education as a prime candidate for open source applications. 2004 will be the year when the standards take a big step forward and enterprise-scale, open source applications become more available. 2005 will be the year at many institutions for broader implementation of refined applications. Foundation $$ Investments

Sakai Project Timeline IU+Michigan+MIT+Stanford+Mellon Foundation = $6.8M Jan 04 July 04 May 05 Dec 05 Activity: Maintenance & Transition from a project to a community Michigan CHEF Framework CourseTools WorkTools Indiana Navigo Assessment Eden Workflow OneStart Oncourse MIT Stellar Stanford CourseWork Assessment OKI OSIDs uPortal Open Source Licensed "Best of" Refactoring 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… Sakai 1.0 Release Technology Portability Profile Framework Services-based Portal Refined OSIDs & implementations Sakai Tools Complete CMS Assessment This slide builds to show the IP contributions of the Sakai Core institutions and then the two years of the project towards the releases. Primary Sakai Activity Architecting for JSR-168 Portlets, Re-factoring “best of” features for tools Conforming tools to Technology Portability Profile

Sakai Educational Partner’s Program Membership Fee: US$10K per year, 3 years Access to SEPP staff Community development manager SEPP developers, documentation writers Knowledgebase Developer training for the TPP Exchange for partner-developed tools Strategy and implementation workshops Early access to pre-release code Official launch date for SEPP services is 1 March 2004. The Core Sakai institutions will develop ensure the project deliverables are met during the 2 years of the Sakai Project. The SEPP is the long-term, self-funded community to ensure Sakai’s continuing evolution and value. 10K fee is per institution – other fees may be applicable for University Systems or National government-level participation. Over a dozen partner institution commitments already committed to SEPP as of January 2004 (announcements soon). Note that some estimate licensing costs of a course management system are approximately 20% of the total cost of ownership. The open source nature of Sakai means that any institution can use the Sakai software with no licensing costs or any fees whatsoever for the code. The Sakai Educational Partner’s Program provides a community to help address the other 80% of the cost of a CMS or other Sakai tool.

Open Source Portfolio Initiative www.theospi.org Our Future…Our Choice Open Source Portfolio Initiative www.theospi.org

Proposition #1 P1: The educational system is meeting the needs of society. A1: Transformative forces are imposing change on the educational system.

What is an ePortfolio? Distinguished by Individual-centric Learner-OWNED A collection of purposefully-organized digital artifacts that support backward and forward reflection to augment and assess growth over time.

Four Domains of ePortfolio Faculty and/or Course Portfolios Scholarship of Teaching & Learning Within and across courses, disciplines, faculty, careers, and institutions $1M Mellon Project Within and across courses and schools K-12 Portfolio Software and universities, colleges, trade schools, etc. Higher Ed Portfolio Software across companies, personal pursuits, professional development, experiences, or additional degrees Career Development Portfolio Software Personal Portfolio Data

The Friction-less ePortfolio? View Career Within and across courses and universities, colleges, trade schools, etc. Grad School View

Announcing…. The Kuali Project [Kuali]: Noun (derived from Malay term); kitchen wok- humble utensil which plays the most important role in a successful kitchen; used for frying, steaming, braising, blanching and many more Oriental and Asian cooking techniques and styles.

Research & Academic Computing

A mission to support researchers and artists in co-creating the future A foundation of sustainable production services All computing/research images from Indiana University sites

Research & Academic Computing Front Office Back Office Our Work Researcher Consulting & Education Engineering Computing Frontiers Grant Initiation & Collaboration Systems Administration Reliable Production Services Co-Creating the Future Our Objective Dr. Kate Pilachoski, Professor of Astronomy

IT Infrastructure and Support Facilities AT IUPUI, Information and Communication Technology Complex (ICTC) building At IUB, Computation and Information Building -- vital need to construct a central building for IT Moving IT to the center of IU’s agenda also means doing this physically IT is no longer a “back office” function - now a central and critical part of nearly all university activities A need to provide central space for IT

Demonstrating New Capabilities 6 Continents 641 Processors Global analysis of the evolutionary relationships of arthropods HPC Challenge Award winner at SC03 Conference Demonstrates new capabilities in grid computing while advancing research in evolutionary biology Winner, “Most geographically distributed application,” High Performance Computing Challenge at SC2003. Lead by Indiana University and University of Stuttgart Created a global grid of computers including 14 systems; 8 types of systems; 6+ vendors; 641 processors; 9 countries, 6 continents (every continent except Antarctica). Application software: fastDNAml – highly scalable code for inferring evolutionary relationships from DNA sequence data Grid environment: Access Grid nodes were a key part of the Grid middleware environment enabling this collaboration. TeraGrid systems, particularly those at PSC, ANL, SDSC, and IP-Grid were key components of the overall global grid used for this demonstration. PACX-MPI, an MPI-specific grid middleware project based in Germany, was used for the grid computation – demonstrating the flexibility of the TeraGrid sites Demonstration accomplished computationally intensive evolutionary research

Orders of magnitude of collaborations AVIDD – 20 faculty, dozens of staff, $1.8M in NSF funding Research in Indiana – 3 universities, dozens of faculty Simulation of 747 crashing into Pentagon: dozens of engineers, 1 network, 2 supercomputers IP-Grid – 2 universities, dozens of faculty, $3M in NSF INGEN – 100+ faculty, hundreds of staff, $105M funding from Lilly Endowment, Inc. GlobalNoc – dozens of staff supporting thousands of researchers worldwide

Co-creating the Future IBM Life Sciences  >   IBM Announces Life Sciences Institutes of Innovation Program Indiana University and Johns Hopkins University Are First Honored – 26 June 03 INDIANA UNIVERSITY CLUSTERS ACHIEVE MILESTONES “Indiana University's AVIDD (Analysis and Visualization of Instrument- Driven Data) facility has achieved a calculation rate of 1.02 Teraflops, or just over one trillion mathematical operations per second.” – 27 June 03 IBM To Develop Advanced Biomedical Research System “Indiana University announced that it has been working with IBM to create a powerful information system at the IU School of Medicine that could transform the hunt for the origins of disease and effective remedies.” – 15 July 03 http://www-3.ibm.com/solutions/lifesciences/news/innovation.html

Grids IU and Purdue formed IP-grid in our proposal to the NSF -- $3M IU-Purdue join NCSA, ArgonneNL, SDSC, CalTech, and PSC – the elite high-performance computational/research community. Quid-pro-quo – we contribute computation, storage, and data resources and NSF funds our connectivity to the nearest ‘hub’…Chicago!

R&D Disclosures 7 inventions disclosed since 1997 6 open source software commercialization permitted John-E-Box design licensed and now in commercial production by an Indiana firm

Digital Libraries…Co-creating & Production Mellon Foundation grant helps create digital video archive of world music BLOOMINGTON, Ind. -- A new world of music from around the globe will soon be available to students and scholars. A research team from Indiana University and the University of Michigan has received an $875,000 grant from the Andrew W. Mellon Foundation… 5 May 2003

Building the Public/Private IT Infrastructure for Growth Bradley C. Wheeler Associate Vice President & Dean Office of the VP & CIO Indiana University bwheeler@iu.edu