1 The Sakai Project University of Michigan Indiana University MIT Stanford University JA-SIG (uPortal Consortium) Open Knowledge Initiative The Sakai Educational Partners Brad Wheeler IU Assoc VP for Research & Academic Computing, Dean of IT Suzanne Thorin IU Dean of Libraries

2 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

3 Converging Trends…why now…? Data Standards  IMS Global Technical Standards  OKI, JSR-168 Institutional Mobilization  Economics, control of destiny Foundation $$ Investments Open Source Applications for Education Institutional Partnering

4 Sakai Project Deliverables  Technology Portability Profile (TPP)  Specifications for writing portable software to achieve application ‘code mobility’ among institutions  Pooled intellectual property/experiences…best of  JSR-168 portal (uPortal 3.x)  Course management system  Quizzing and assessment tools, [ePortfolio from OSPI], etc  Research collaboration system  Workflow engine  Modular tools, but also pre-integrated to inter-operate  Synchronized adoptions at Michigan, Indiana, MIT, Stanford  Based on “open-open” licensing – [no restriction on commercialization]

5 Sakai’s Technology Portability Profile How to write for software code mobility: The Open Knowledge Initiative’s (OKI) Open Service Interface Definitions (OSIDs) The JSR-168 portlet specification implemented in uPortal 3.x Expanded uMichigan CHEF Framework for tool interoperability User interface abstraction for localization

6 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 Technology 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

7 Sakai Project Core Universities Each Core University Commits –5+ developers/architects, etc. under Sakai Board project direction for 2 years –Public commitment to implement Sakai –Open/Open licensing Project –$4.4M in institutional staff (27 FTE) –$2.4M Mellon Foundation –Additional investment through partners

8 Sakai Community Support Developer and Adopter Support –Sakai Educational Partner’s Program (SEPP) Commercial Support –Open-open licensing – open source, open for commercialization –For fee services from some vendors will likely include… Installation/integration, On-going support, Training

9 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

10 Connecting CMS & Libraries Technology Portability Profile provides a clear standard for code sharing Twin Peaks Project as a demonstrator

Twin Peaks Navigator A Concept Proposal for Connecting Course Management Systems and Library Content

Like Two Icebergs Enormous complexity hidden below the surface Faculty and students See only the tip of the challenge -- and rightly so! CMS DL Course Management Systems Digital Library (broadly defined) Subscriptions Holdings Images/audio … Syllabus Assignments Homework Discussions …

Situation Faculty and students need access to digital library content while authoring learning or homework content in a CMS. DL objects/resources linked to CMS events need persistence across semesters…years? Storage of digital content in CMS needs to be rationalized to point to DL resources… otherwise, redundancy, expense, fair use…issues

Examples Faculty member is creating a learning event that points students to read an article from The Economist. The article is available in PDF format through a library subscription A student wants to reference an image in a homework submission. The image is in a photograph collection preserved by the library.

1: Authoring Concept User Screen in a CMS CMS Assignment Editor Title: Monopsony and Price Learning Objective(s): Understand why supplier power is detrimental to market effiieciny Due Date: 15 March :00a Reference Readings: Assignment: Write a < 1 page Position paper agreeing or disagreeing with the author. What about Wal-Mart? SaveCancelLibrary User invokes library search in the context of authoring an assignment in the CMS

2: Searching Concept User Screen in a CMS CMS Assignment Editor Title: Monopsony and Price Learning Objective(s): Understand why supplier power is detrimental to market efficiency Due Date: 15 March :00a Reference Readings: Assignment: Write a < 1 page Position paper agreeing or disagreeing with the author. What about Wal-Mart? Library Search Wizard Catalog/Source: EBSCO Search Terms: monopsony SaveCancelClose Search Search Library search window pops up, selectors for source, fields for search terms

3: Select Result Concept User Screen in a CMS CMS Assignment Editor Title: Monopsony and Price Learning Objective(s): Understand why supplier power is detrimental to market efficiency Due Date: 15 March :00a Reference Readings: Assignment: Write a < 1 page Position paper agreeing or disagreeing with the author. What about Wal-Mart? Library Search Wizard Catalog/Source: EBSCO Search Terms: monopsony Results: Monopsony and the American Way The case for FTC intervention in pricing.. Why monopsonies/oligosonies are ineff.. Ill-gotten gains: Monopsonies and seller.. SaveCancelClose Search Search Click to select target DL reference

4: Drag-n-Drop Concept User Screen in a CMS CMS Assignment Editor Title: Monopsony and Price Learning Objective(s): Understand why supplier power is detrimental to market efficiency Due Date: 15 March :00a Reference Readings: Assignment: Write a < 1 page Position paper agreeing or disagreeing with the author. What about Wal-Mart? Library Search Wizard Catalog/Source: EBSCO Search Terms: monopsony Results: Monopsony and the American Way The case for FTC intervention in pricing.. Why monopsonies/oligosonies are ineff.. Ill-gotten gains: Monopsonies and seller.. SaveCancelClose Search New Search “Why monopsonies/oligosonies are inefficient,” The Economist, (3)  Why monopsonies/oligosonies are ineff

5: Resume Authoring Concept User Screen in a CMS CMS Assignment Editor Title: Monopsony and Price Learning Objective(s): Understand why supplier power is detrimental to market efficiency Due Date: 15 March :00a Reference Readings: “Why monopsonies/oligosonies are inefficient,” The Economist, (3)  Assignment: Write a < 1 page Position paper agreeing or disagreeing with the author. What about Wal-Mart? SaveCancelLibrary

Project Objective Develop a functional prototype tool Limit scope to 1-3 well defined library resources Create drag/drop capability for searching and linking in CMS Demonstrate concept, applicable standards, OKI OSIDs, for Sakai Tools Begin March 04 for Summer/Fall 04

21 Open Source Applications Sustainable economics… …serving the frontiers of innovation. Sakai Fedora DSpace PKI Chandler/Westwood Open Source Portfolio AAM/Navigo (Sakai) LionShare WebWork OKIuPortal Shibboleth Scholar’s Box Twin Peaks

22 Sakai Contacts Joseph Hardin –University of Michigan, Brad Wheeler, Suzanne Thorin –Indiana University, Amitava ‘Babi’ Mitra –MIT, Lois Brooks –Stanford University, Carl Jacobson –uPortal/JA-SIG/U. of Delaware, Jeff Merriman –O.K.I.,