1. What is Kuali? Phil McKown Projects Administrator Kuali Foundation www.kuali.org 5th Annual Conference on Technology & Standards

2. What is Kuali? To find out, you can start right here → kuali.orgkuali.org

3. What is Kuali? Even better.. Go here! kuali.org →

4. Sure, but what is Kuali?

5. A comprehensive suite of administrative applications for Carnegie Class institutions –

6. Sure, but what is Kuali? A comprehensive suite of administrative applications for Carnegie Class institutions – designing

7. Sure, but what is Kuali? A comprehensive suite of administrative applications for Carnegie Class institutions – designing developing

8. Sure, but what is Kuali? A comprehensive suite of administrative applications for Carnegie Class institutions – designing developing sustaining

9. Sure, but what is Kuali? A comprehensive suite of administrative applications for Carnegie Class institutions – designing developing sustaining evolving

10. Sure, but what is Kuali? A comprehensive suite of administrative applications for Carnegie Class institutions – designing developing sustaining evolving Collaborations of colleges, universities, commercial firms, and interested organizations

11. Sure, but what is Kuali? A comprehensive suite of administrative applications for Carnegie Class institutions – designing developing sustaining evolving Collaborations of colleges, universities, commercial firms, and interested organizations

12. Who is Kuali?

13. You could be here!

14. Kuali Commercial Affiliates

15. Why is Kuali? Higher Education wants enterprise administrative applications that satisfy institutional requirements.

16. Why is Kuali? Higher Education wants enterprise administrative applications that satisfy institutional requirements. Institutions want interoperable modules of functionality, and to pick and choose among them.

17. Why is Kuali? Higher Education wants enterprise administrative applications that satisfy institutional requirements. Institutions want interoperable modules of functionality, and to pick and choose among them. Partners want to have a say in what applications do, how they do it, and who makes them.

18. Why is Kuali? Higher Education wants enterprise administrative applications that satisfy institutional requirements. Institutions want interoperable modules of functionality, and to pick and choose among them. Partners want to have a say in what applications do, how they do it, and who makes them. Everyone wants Free Software, and it has to be reliable, flawless, and easy to use.

19. Why is Kuali? Higher Education wants enterprise administrative applications that satisfy institutional requirements. Institutions wants interoperable modules of functionality, and to pick and choose among them. Partners want to have a say in what applications do, how they do it, and who makes them. Everyone wants Free Software, and it has to be reliable, flawless, and easy to use.

20. Kuali Has Core Principles in Designing 1.Do not start with a blank sheet Start from an established legacy system or at least best of breed components 2.The features in an application are “functionally- driven” Functional experts set the priorities and determine what gets done. 3.Applications are not showcases for technology. They are delivered online in a standard browser.

21. Kuali Has Core Principles in Developing 4.Collaboration and consensus may be inefficient, but they deliver superior product. 5.Development teams use industry standard tools Only they can estimate the resources required. 6.Quality can be assured only when thorough testing is built into the schedule and done.

22. Kuali Has Core Principles in Producing 7.Build in shared functionality with common components. Shared infrastructure is difficult but rewarding. 8.Release applications with incremental advances at optimal intervals. 9.Document, document, document.

23. The Reality Triangle

24. McKown’s Maxim: “You are always in the Reality Triangle”

25. The Kuali Projects In the Beginning… the “Kuali Project” started in January, 2005. By its “Kuali Test Drive” demonstration release in March, 2006, it had become KFS: Kuali Financial Systems KFS is based on FIS: Financial Information Systems client/server application developed at Indiana University in mid 1990s.

26. KFS: Kuali Financial Systems

27. Release 1.0 – Oct 06 Three “Core” modules and common “Nervous System” infrastructure Release 2.0 – Nov 07 Contracts & Grants Purchasing / Accounts Payable Labor Distribution

28. KFS: Kuali Financial Systems Release 3.0 – Dec 08 Accounts Receivable Capital Assets Effort Reporting Budget Construction Release 4.0 – Kuali Foundation

29. The KFS Partners University of Arizona University of California UC Davis UC Irvine UC Santa Barbara Colorado State University Cornell University University of Hawaii Indiana University University of Maryland Michigan State University NACUBO The rSmart Group San Joaquin Delta Community College

30. KFS Timeline

31. The Kuali Projects Then there were two… The KRA: Kuali Research Administration started in January, 2007. KRA is based on Coeus Professional and Coeus Light applications developed at MIT.

32. KRA: Kuali Research Administration

33. Release 1 – Jul 08 Proposal & Budget Development Grants.gov Release 2 – Aug 09 IRB / Human Participants Awards Conflict of Interest

34. KRA: Kuali Research Administration Release 3 – Sep 10 Animal Care and Use Negotiations Subcontracts Release 4 – Oct 11 Bio-Safety Export Controls Chemical Tracking

35. The KRA Partners University of Arizona University of California at Davis Coeus Consortium Colorado State University Cornell University Weill Medical College Huron Consulting Group Indiana University Massachusetts Institute of Technology Michigan State University

36. KRA Timeline

37. The Kuali Projects Now there are three… The KS: Kuali Student started in July, 2007. KS is based on Student Services components and designs developed at University of British Columbia.

38. An Open Source Student System: It is coming

39. What is Kuali Student? New generation Student Services System “Student-centric” - built to support students and administrators from any institution Modular – open source – standards-based Flexible, scalable design Built to accommodate dynamic learning environment Service-Oriented Architecture delivered through web services

40. What is Kuali Student? Five year development plan: 2007 - 2012 Community-source project Team consists of founder and partner institutions Participation opportunities are available! Current Participants:

41. Why KS Now? Many student service systems do not meet current needs Vendor solutions may not be the answer Development of in-house systems is challenging Increasingly complex technology requires specialized resources

42. Why KS Now? Competing for scarce IT resources in a constrained market User requirements and expectations increasing rapidly Budgets and funding are constrained We can build systems that do more for users Collaboration and open source development does work

43. Kuali Student will... Support end users Support a wide range of learners and learning activities Support a wide range of business processes Make it easier to change processes Deliver a product based on services Be sustainable through community source development and adoption

44. KS: Kuali Student Tier 1 Curriculum Development Customer Contact Enrollment Degree Audit and Academic Evaluation Student Financials

45. KS: Kuali Student Tier 2 Admissions Scheduling Awards and Financial Aid Concierge

46. KS: Kuali Student Tier 3 Recruitment Event Management Housing Athletics Alumni Family Financial Planning Elections Student Life

47. The KS Partners University of British Columbia University of California at Berkeley Florida State University University of Maryland at College Park Massachusetts Institute of Technology San Joaquin Delta Community College

48. KS: Kuali Student

49. The Kuali Projects All served on a bed of Kuali Rice… KRice grew out of the original KFS Nervous System in mid 2005. Kuali soon realized that there are common components among several or all projects Common code can be developed to share ( ☺ ) or developed in duplicate ( ☹ ).

50. KRice: Kuali Rice Infrastructure The Grains of Rice... KIM: Kuali Identity Management – authentication of persons, roles, etc. KNS: Kuali Nervous System – common services data dictionaries lookups and inquiries maintenance documents note and attachment features custom attributes pluggable business rules

51. KRice: Kuali Rice Infrastructure KSB: simple service bus aimed at easy integration in a service-oriented architecture KEW: Kuali Enterprise Workflow eDocs = electronic documents routed online to browser routing sequence set by business rules Route Log = audit trail workgroups delegation all elements maintained in eDocs

52. KRice: Kuali Rice Infrastructure KEN: Kuali Enterprise Notification – secure communications broker for institutional business KOM: Kuali Organization Management – hierarchical organizations, generic hierarchical structures

53. KEW: Kuali Enterprise Workflow

54. KRice: Kuali Rice Infrastructure KRice initially delivered as APIs for Kuali project developers Now moving to distributed web services Release 0.9.1 – Jul 07 Prototyping tool Release 0.9.2 – Feb 08 Used in KFS Release 2 Release 1.0 – Sep 08 Incorporated into future KFS, KRA, and KS

55. How is Kuali Organized?

56. What is the Kuali Foundation? Take another look at www.kuali.org

57. How is a Kuali Project Organized?

62. How is a Kuali Project Funded?

63. Founding and Partner Institutions Tendered financial and development resources Functional expertise and commitment

64. How is a Kuali Project Funded? Founding and Partner Institutions Tendered financial and development resources Functional expertise and commitment Mellon Foundation Grants 2005 - KFS2006 - KRA2007 - KS

65. How is a Kuali Project Funded? Founding and Partner Institutions Tendered financial and development resources Functional expertise and commitment Mellon Foundation Grants 2005 - KFS2006 - KRA2007 - KS Kuali Foundation Foundation Partners – currently 23 institutions Commercial Affiliates – Foundations and Corporations

66. How is a Kuali Project Funded? Founding and Partner Institutions Tendered financial and development resources Functional expertise and commitment Mellon Foundation Grants 2005 - KFS2006 - KRA2007 - KS Kuali Foundation Foundation Partners – currently 23 institutions Commercial Affiliates – Foundations and Corporations

67. So What About Standards? After all …

68. So What About Standards? Kuali Projects are developed on industry standards: J2EE: Sun Java 2 Enterprise Edition JDK: Sun Java Development Kit SOA: Service-Oriented Architecture XML: eXtensible Markup Language Eclipse with Web Tools Tomcat: Application Server Apache 2: Web Server

69. So What About Standards? Kuali Projects are developed on industry standards: Oracle and MySQL: Database Client Linux: Operating System SVN: Subversion Code Management Anthill Pro and Bamboo: Continuous Integration Ant and Maven 2: Application Build and Deploy Fisheye: Code Repository Viewer

70. So What About Standards? Kuali Projects are tested on industry standards: JMeter: Performance Testing JUnit: Unit Testing Clover and Emma: Code Coverage PerformaSure and YourKit: Profiling

71. So What About Standards? Kuali Projects are designed and documented on industry standards: Confluence: Documentation Jira: Issue Tracking Word: Functional Specifications Visio and Erwin: Data Modeling PerformaSure and YourKit: Profiling Excel and Project: Project Management

72. So What About Standards? Kuali Projects live in a new standard: Community Source Collaboration: Confluence of the best and brightest Governance: Consistent and transparent processes and management Dedicated Resources: Tendered by Partners and managed by Project Managers Subject Matter Experts: Functionality is defined by the institutional power users

73. So What About Standards? Kuali Projects live in a new standard: Community Source Support: The Kuali Foundation delivers support and oversight Industry Standards: Proven tools used across teams: “Kuali Architecture and Development Standards” Experience: Project staff become the internal experts for institutional implementation and support

74. So What About Standards? Kuali Projects live in a new standard: Community Source Sakai: Sister community source project for Instructional Content Management Higher Education: KS Leadership is tracking PESC standards on Core, Course Description, and Transcript JISC: Joint Information Systems Committee JA-SIG: Java Community Source Conference

75. The Software is Free – so why join? Software is a fraction of the total cost … Implementation User Support Institutional Customization Resources … all cost, dearly.

76. The Software is Free – so why join? Becoming an active member … Kuali Projects Kuali Foundation …is the least expensive way to grow these resources at home Participation buys influence

77. The Kuali Community The Kuali Community shares its expertise and honors yours. Thank you Phil McKown pmckown@indiana.edu

78. So What is Kuali?

79. 3-Ring Kwali Range

80. So What is Kuali?

81. 9 Bean Curry

82. So What is Kuali?

83. Brush Quale Dan Quayle

84. So What is Kuali?

85. Koala Bear

86. So What is Kuali?

87. Kuala Lumpur, Malaysia

88. So What is Kuali?

89. Kuali is loosely translated from the Malay language into English to mean "humble utensil that plays an important role in the kitchen."

90. The Kuali Community The Kuali Community shares its expertise and honors yours. Thank you Phil McKown pmckown@indiana.edu