EDUCAUSE 2006, Dallas Still Crazy after Two Years Kuali: Bruce Alexander, Michigan State University Lee Belarmino, San Joaquin Delta College Kris Hafner, UC Office of the President David Lassner, University of Hawai'i Barry Walsh, Indiana University Dallas: October 10, 2006

EDUCAUSE 2006, Dallas Kuali Foundation and KFS Progress Barry Walsh

EDUCAUSE 2006, Dallas KFS Founding Partners Started with Six Institutional Founding Partners NACUBO and The rSmart Group are Founding Partners On 7/8/06, a new Investing Partner joined

EDUCAUSE 2006, Dallas First Module of Kuali Financial Systems BW Actually scheduled now for 10/13 Oct 06

EDUCAUSE 2006, Dallas Hot off the press Barry, As of 10:30AM EST this morning, October 10 th, we have no more bug fixing going on in the Release 1 code base. There are no bugs in the queue for approval. The biggest remaining issue is testing out the test server setup instructions. We have not made any significant code changes this week, which is what we wanted prior to our release on Friday……The 13 th !! Meanwhile, testing continues. Kymber reported that she created over 120 eDocs over the weekend without any major problems. Jim Thomas, KFS Project Manager

EDUCAUSE 2006, Dallas KFS Next Steps Phase II a and b CA’s…possible implementers KFS “Test Drive” –

EDUCAUSE 2006, Dallas Kuali Foundation –Initial members Individual Kuali initiative Boards Kuali Partners’ Program –Institutions –Commercial Affiliates Major changes on website in coming weeks …new initiativeshttp://kuali.org/ Governance

EDUCAUSE 2006, Dallas Kuali Foundation May, 2006 –Not-for-profit –Filed for 501c3 Expanded scope Post grant continuity Commercial Affiliates Leverage/Engagement Shared Infrastructure Suite –Standards etc.

EDUCAUSE 2006, Dallas Governance /cont’d…Example Kuali Financial Systems Board –Voting member from each Investing Institution –NACUBO and The rSmart Group Project Manager –Multiple Development Teams…locations –Developers from each Institution Functional Council –Voting member from each Partner Institution –NACUBO and The rSmart Group –Subject Matter Subcommittees

EDUCAUSE 2006, Dallas

Kuali Research Administration Bruce Alexander, MSU

EDUCAUSE 2006, Dallas Kuali Research Administration Kuali Functional Council Scope Discussions –KFS handles Budget and Post Award Within KFS Committed Scope –Need for Pre-Award –Need to address Compliance Realization –Research Administration is likely as big as the Financial System

EDUCAUSE 2006, Dallas Kuali Research Administration How Proceed? Apply “Kuali” Approach… –Build from a “known base” –Using Tendered Resources –From Committed Investing Partners –With Clear Governance Structure Board of Directors Project Manager Functional Council Technical Council

EDUCAUSE 2006, Dallas Kuali Research Administration Identify a Strong Baseline… MIT COEUS –Strong Pre-Award –Acceptance within Higher Ed Significant number of installations Strong User Community –MIT Desire to Broaden Sustaining Support for COEUS –Desire to Gain from Improved Technical Architecture

EDUCAUSE 2006, Dallas Kuali Research Administration MIT Contributes COEUS IP to Kuali –COEUS Version 4.x developed under existing COEUS structures and practices Kuali Research Administration (KRA) –KRA COEUS 5.0 –Developed using Kuali structures and practices

EDUCAUSE 2006, Dallas Kuali Research Administration KRA Development Investors: –Cornell, Indiana, Arizona, MIT, MSU –Mellon Foundation, $1.5 MM –Coeus Board liaison: Brown University –Coeus Community Rep: University of Maryland KRA based on MIT Coeus functionality, code set KRA scope: Integrated pre/post award financials, compliance tracking, online application and reporting, workflow MSU, Cornell, Indiana have collectively joined the Coeus community

EDUCAUSE 2006, Dallas Delta College’s Strategic Direction Mission Critical Systems

EDUCAUSE 2006, Dallas SIS Homegrown System 2000 HR & Payroll System 2000 Financials Oracle Delta College Current Systems Learning Management eCollege, Etudes

EDUCAUSE 2006, Dallas Strategic Benefits of Kuali and Open Source Student System Security IU, Cornell, Michigan, Arizona, Hawaii, UBC over Oracle External resources Mellon Foundation Cost effective Building on proven products Delta is a full partner Ensure requirements are met during software development

EDUCAUSE 2006, Dallas Open Source Student System Mellon Planning Grant Project Assessing the Potential for Student Services System Indiana University, San Joaquin Delta College, Georgetown University, University of British Columbia, and others Workshops, presentations, surveys, etc. Brought in SOA expert – Thomas Earl Conclusion Project is feasible based on building components using SOA architecture

EDUCAUSE 2006, Dallas Open Source Student System Current Status Mellon Grant Proposal Leadership has Emerged – University of British Columbia Coalition of the willing Delta will be core partner

EDUCAUSE 2006, Dallas Future Systems SIS Open Source HR & Payroll MUNIS Financials Open Source Kuali Learning Management eCollege/Sakai

EDUCAUSE 2006, Dallas It’s Possible! “Dwell in possibility.” Emily Dickenson

EDUCAUSE 2006, Dallas Get Fired Up! “Catch on fire with enthusiasm and people will come from miles to watch you burn.” John Wesley

EDUCAUSE 2006, Dallas Advances with the Kuali Technical Infrastructure David Lassner Chief Information Officer University of Hawaii

EDUCAUSE 2006, Dallas In the beginning… There was OneStart Workflow from IU –And the Kuali Partners thought it was good Then our Kuali technical & architectural leads collaboratively designed and implemented the Kuali Nervous System –A unified architecture integrating workflow & eDocs & more –And we have used it to develop KFS

EDUCAUSE 2006, Dallas Dated View of KNS

EDUCAUSE 2006, Dallas And at the same time… IU, Cornell and Hawaii have had active Workflow projects outside the KFS project –IU has years of production experience with mission- critical non-Kuali workflow apps and adding more –Cornell bringing up workflow and working on EDocLite –Hawaii working on workflow-based eTravel & eLeave IU Workflow system has become Kuali Enterprise Workflow (KEW)

EDUCAUSE 2006, Dallas Sample Workflow Action List

EDUCAUSE 2006, Dallas Sample Workflow Route Log

EDUCAUSE 2006, Dallas As we plan KFS Phase II, KRA & KSSS… Kuali is evolving into an umbrella for administrative apps The technology infrastructure investment that was made for KFS can be leveraged by other Kuali projects Use of a common development framework will improve productivity and consistency across Kuali modules and projects Kuali aside, many of us need a reusable development environment to support a general approach to systems development at our institutions

EDUCAUSE 2006, Dallas Behold the Kuali Infrastructure Suite Kuali Enterprise Workflow Kuali Nervous System a generalized service bus a generalized notification service

EDUCAUSE 2006, Dallas Current KIS Concept

EDUCAUSE 2006, Dallas What Needs to be Done Extract the reusable infrastructure from the rest of the KFS code Enhance infrastructure components to allow arbitrary applications to “plug in” without modification

EDUCAUSE 2006, Dallas Proposed KIS 1.0/1.1 Project Plan

EDUCAUSE 2006, Dallas Status of Kuali Infrastructure Suite Proposal Concept strongly supported by Kuali Board Proposed for completion in Spring ‘07 Now need to fully align Board and Technical strategies -- including resourcing

EDUCAUSE 2006, Dallas In the Continuing Spirit of Community Collaboration As Kuali expands, we need a coherent technology framework Beyond Kuali, each of us developing apps in Java/J2EE needs an infrastructural environment We’d rather work it out together than each on our own Now we’re figuring out how!

EDUCAUSE 2006, Dallas Sample Workflow Action List

EDUCAUSE 2006, Dallas Kuali Days Tucson, Nov : open to anyone interested Day and a half of sessions on: –Project goals and history –Functional modules –Technical development –Implementation strategies Featuring demonstration of the base system and learning lab Register at

EDUCAUSE 2006, Dallas Q&A

EDUCAUSE 2006, Dallas MySQL; Ingres; Postgres FreeBSD;Linux; Why Would a Trend Stop Short? MVS, Solaris, DEC, XP DB2, Oracle, SQLServer Apache; Tomcat; Zope WebSphere; BEA; Oracle Moodle; Sakai; Kuali SAP; PSFT/Oracle; SCT; Blackboard ??? Historical Trends with Open Source Operating Systems DBMS Web/Application Servers Applications