What is Kuali

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What is Kuali?
5th Annual Conference on Technology Standards

• Phil McKown
• Projects Administrator
• Kuali Foundation
• www.kuali.org

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What is Kuali?

• To find out, you can start right here ? kuali.org

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What is Kuali?

• Even better .. Go here! kuali.org ?

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Sure, but what is Kuali?
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Sure, but what is Kuali?

• A comprehensive suite of administrative
  applications for Carnegie Class institutions

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Sure, but what is Kuali?

• A comprehensive suite of administrative
  applications for Carnegie Class institutions
• designing

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Sure, but what is Kuali?

• A comprehensive suite of administrative
  applications for Carnegie Class institutions
• designing
• developing

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Sure, but what is Kuali?

• A comprehensive suite of administrative
  applications for Carnegie Class institutions
• designing
• developing
• sustaining

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Sure, but what is Kuali?

• A comprehensive suite of administrative
  applications for Carnegie Class institutions
• designing
• developing
• sustaining
• evolving

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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

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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

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Who is Kuali?
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You could be here!
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Kuali Commercial Affiliates
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Why is Kuali?

• Higher Education wants enterprise administrative
  applications that satisfy institutional
  requirements.

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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.

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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.

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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.

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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.

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Kuali Has Core Principlesin Designing

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

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Kuali Has Core Principlesin Developing

• Collaboration and consensus may be inefficient,
  but they deliver superior product.
• Development teams use industry standard tools
• Only they can estimate the resources required.
• Quality can be assured only when thorough testing
  is built into the schedule and done.

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Kuali Has Core Principlesin Producing

• Build in shared functionality with common
  components.
• Shared infrastructure is difficult but rewarding.
• Release applications with incremental advances at
  optimal intervals.
• Document, document, document.

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The Reality Triangle
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The Reality Triangle

• McKowns Maxim
• You are always in
• the Reality Triangle

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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.

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KFS Kuali Financial Systems
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KFS Kuali Financial Systems

• 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

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KFS Kuali Financial Systems

• Release 3.0 Dec 08
• Accounts Receivable
• Capital Assets
• Effort Reporting
• Budget Construction
• Release 4.0 Kuali Foundation

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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
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KFS Timeline
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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.

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KRA Kuali Research Administration
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KRA Kuali Research Administration

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

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KRA Kuali Research Administration

• Release 3 Sep 10
• Animal Care and Use
• Negotiations
• Subcontracts
• Release 4 Oct 11
• Bio-Safety
• Export Controls
• Chemical Tracking

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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 Massachu
setts Institute of Technology Michigan State
University
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KRA Timeline
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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.

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An Open Source Student SystemIt is coming
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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

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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

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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

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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

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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

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KS Kuali Student

• Tier 1
• Curriculum Development
• Customer Contact
• Enrollment
• Degree Audit and Academic Evaluation
• Student Financials

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KS Kuali Student

• Tier 2
• Admissions
• Scheduling
• Awards and Financial Aid
• Concierge

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KS Kuali Student

• Tier 3
• Recruitment
• Event Management
• Housing
• Athletics

• Alumni
• Family Financial Planning
• Elections
• Student Life

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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

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KS Kuali Student
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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 (?).

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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

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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

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KRice Kuali Rice Infrastructure

• KEN Kuali Enterprise Notification secure
  communications broker for institutional business
• KOM Kuali Organization Management hierarchical
  organizations, generic hierarchical structures

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KEW Kuali Enterprise Workflow
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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

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How is Kuali Organized?
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What is the Kuali Foundation?

• Take another look at www.kuali.org

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How is a Kuali Project Organized?
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How is a Kuali Project Organized?
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How is a Kuali Project Organized?
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How is a Kuali Project Organized?
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How is a Kuali Project Organized?
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How is a Kuali Project Funded?
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How is a Kuali Project Funded?

• Founding and Partner Institutions
• Tendered financial and development resources
• Functional expertise and commitment

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How is a Kuali Project Funded?

• Founding and Partner Institutions
• Tendered financial and development resources
• Functional expertise and commitment
• Mellon Foundation Grants
• 2005 - KFS 2006 - KRA 2007 - KS

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How is a Kuali Project Funded?

• Founding and Partner Institutions
• Tendered financial and development resources
• Functional expertise and commitment
• Mellon Foundation Grants
• 2005 - KFS 2006 - KRA 2007 - KS
• Kuali Foundation
• Foundation Partners currently 23 institutions
• Commercial Affiliates Foundations and
  Corporations

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How is a Kuali Project Funded?

• Founding and Partner Institutions
• Tendered financial and development resources
• Functional expertise and commitment
• Mellon Foundation Grants
• 2005 - KFS 2006 - KRA 2007 - KS
• Kuali Foundation
• Foundation Partners currently 23 institutions
• Commercial Affiliates Foundations and
  Corporations

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So What About Standards?

• After all

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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

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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

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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

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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

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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

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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

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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

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The Software is Free so why join?

• Software is a fraction of the total cost
• Implementation
• User Support
• Institutional Customization
• Resources
• all cost, dearly.

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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

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The Kuali Community

• The Kuali Community shares
• its expertise and honors yours.
• Thank you
• Phil McKown
• pmckown_at_indiana.edu

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So What is Kuali?
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So What is Kuali?
3-Ring Kwali Range
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So What is Kuali?
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So What is Kuali?
9 Bean Curry
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So What is Kuali?
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So What is Kuali?
Brush Quale
Dan Quayle
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So What is Kuali?
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So What is Kuali?
Koala Bear
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So What is Kuali?
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So What is Kuali?
Kuala Lumpur, Malaysia
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So What is Kuali?
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So What is Kuali?
Kuali is loosely translated from the Malay
language into English to mean "humble utensil
that plays an important role in the kitchen."
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The Kuali Community

• The Kuali Community shares
• its expertise and honors yours.
• Thank you
• Phil McKown
• pmckown_at_indiana.edu