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

2. 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

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

4. 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
These slides are accurate as of 5 April 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

5. 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

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

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

8. 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

9. 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

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

11. 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

12. 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 will be the year when the standards take a big step forward and enterprise-scale, open source applications become more available will be the year at many institutions for broader implementation of refined applications.
Foundation $$ Investments

13. 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

14. 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 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.

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

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

18. 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.

19. 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

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

21. 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.

22. Research & Academic Computing

23. 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

24. 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

25. 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

26. 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

27. 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

28. 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

29. 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!

30. 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

31. 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

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