© 2006 Georgetown University Open Source: The Next Wave Charles F. Leonhardt Georgetown University Richard Spencer University of British Columbia 3 rd

© 2006 Georgetown University

Open Source:The Next Wave

Charles F. LeonhardtGeorgetown University

Richard SpencerUniversity of British Columbia

3rd Annual Conference onTechnology & Standards

May 2, 2006

May 2, 2006 © 2006 Georgetown University 2

Academia’s IT Dilemma:A Painful System Life Cycle

D

EA

B

C

Aging, Unsupported,HighlyModified

New Money, Enthusiasm, Inflated Expectations“Let’s Fix This”

The Value Zone

“Flop”


Caught in the Middle

Legacy Software

New ERP Software

Higher Education


Application

Middlewaree.g. Shibboleth,Signet, Grouper

Academia’s IT Dilemma: OS

Infrastructure “Plumbing”i.e. Linux, Apache,

TCP/IP, Perl, Sendmail, etc.

• OS techies build plumbing

• Proprietary software vendors build applications


Collaborative OS: New Paradigm

Open Source

OpenStandards

CollaborativeDevelopment



Open Source

OpenStandards




Open Source

OpenStandards




Open Source

OpenStandards



Collaborative OS Core Focus

ScholarlyInformation Systems

PersonalInfo.

Manager

Portals

Portfolios

IdentityAnd AccessManagement

ContentManagers

ObjectLibraries

LibraryCatalogue

ScholarlyPublishing

LearningManagement

Systems

DigitalRepositories



ScholarlyInformation Systems

Chandler

uPortal,CampusEAI

OSPI

Shib, PubCookie,

Signet

Zope,LionShare

Sakai

FedoraOKI

Moodle,Pachyderm

DSpace


Pipedream or Panacea?

A greater likelihood of using open source to achieve ‘value zone’ solutions by focusing on our core business:

Scholarly Information Systems


Pipedream or Panacea?

A greater likelihood of using open source to achieve ‘value zone’ solutions by focusing on our core business:

Scholarly Information Systemsand

Student Services Systems



Student ServicesSystems

StudentElections

FinancialAid

Registration

IdentityAnd AccessManagement

Degree Audit

StudentRecords

LibraryIntegration

LMSIntegration

StudentAccounts

Housing &Dining

Services

Is it Time for an Open Source

Student Services System?

Or alternatively put:

Are you crazy?

Growing confidence in recent projects prompted the Mellon Foundation to fund a small Open Source Student Services System

Planning Grant

Charles F. LeonhardtPrincipal TechnologistGeorgetown [email protected] Walsh

Sr. Director, eBusinessIndiana [email protected]

Lee BelarminoChief Information OfficerDelta [email protected]

ConsultantsJim Farmer, [email protected]

Bernie Gleason, [email protected]

OS-SSS Advisory Board Brad Wheeler Richard SpencerChief Information Officer Senior IT Strategist Indiana University Univ of British [email protected] [email protected]

1970-80s 1990 2000

Build Build orBuy

Build, Buy, or “Borrow”

2010

Benefits?Control of destinyLeverage of $$LearningInnovation

Risks?Support?Quality?Sustainability?Security?

Sourcing Evolution

In Search of a Better Model…

CreatingSoftware

SustainingSoftware

CommunitySourceProjects

PartneringOrganizations

Higher EdCoordination

Open IP

LicensingFees

MaintenanceFees

CommercialCoordination

Closed IP

Objective…sustainable economics and innovation for satisfied users

…for how we pay and what we get. Software is not free.

Bundled IP & Support Unbundled IP & Support + Commercial Support Options

Higher Ed Collaboration

Can higher ed capture economies of scale in software creation and maintenance?

LifecycleSystemCosts/

Effectiveness

Number Participating

Solo

FunctionalPartnership

DysfunctionalPartnership

?

Capturing Industry Leverage:•Learning how to partner•Synchronizing institutional investments•IT architecture discipline•Creating effective consortia•Common licensing!!

Applications?

TCP/IP, SendMail, HTTP

Linux

Apache, JBoss, Eclipse

Open Source is M

oving up the Stack

Open Source vs.Community Source

• Pool of $ / Human Resources• Governance• Date Driven• Open Community

http://www.amazon.com/gp/product/images/0674012925/ref=dp_primary-product-display_0/102-2156114-8813719?%5Fencoding=UTF8&n=507846&s=books

$7-8M

$8M+

$1.1M

Funding Models / Levels

23

The Sakai ProjectUniversity of Michigan

Indiana UniversityMIT

Stanford University

JA-SIG (uPortal Consortium)Open Knowledge Initiative

The Sakai Educational Partners

24

June 2.0 Released

Dec 2.1 Released

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 ActivityRefining Sakai Framework,

Tuning and conforming additional toolsIntensive community building/training

Activity: Ongoing implementation work at local institution…

Jan 04 July 04 May 05 Dec 05

Activity: Maintenance &

Transition from aproject to

a community

Sakai 1.0 Release•Tool Portability Profile•Framework•Services-based Portal•Refined OSIDs & implementations

Sakai Tools•Complete CMS•Assessment

Primary Sakai ActivityArchitecting for JSR-168 Portlets,

Re-factoring “best of” features for toolsConforming tools to Technology Portability Profile

Sakai Project Timeline

Conference172 Attend Dec 1.5

Release Pilot

Aug 1.0Conference440 Attend

Conference560 Attend

Original Nov 2003 Plan

http://oncoursecl.iu.edu/

25

Sakai in Production

26

Efficient Ecosystem for Ed

Foundation

100+ University Partners

Commercial Affiliates

Open Licensing

http://www.harvestroad.com/

http://www.rsmart.com/

http://www.sun.com/

http://www.sungardsct.com/

http://www.unisys.com/

http://www.unicon.net/

http://www.ibm.com/industries/education

http://www.deltacollege.edu/

Board of Directors and Founding Partners Brad Wheeler, Chairman, CIO and Dean IT Bloomington, Indiana University (IU)

Bruce Alexander, Michigan State University (MSU)Lee Belarmino, San Joaquin Delta College (DC)

Chris Coppola, rSmartJoanne DeStafano, Cornell University (CU)Charles Ingram, University of Arizona (UA)David Lassner, University of Hawaii (UH)

James Morley, NACUBO (N)Barry Walsh, Executive Director, Indiana University (IU)

KUALI COMMUNITY SOURCE PROJECT ORGANIZATIONAL CHART

Last Modified: 4/19/2006

Architecture Advisory Group

Brian McGough, ChairBryan Hutchinson, CU

Aaron Godert, CUChris Kirschenman, DC

Terry Durkin, IUJerry Neal, IU

Jay Sissom, IUJeff Morris, IU

Andrew Holloman, UATony Potts, rSmartRalph Olstad, DC

Wes Price, UH

Functional CouncilKathleen McNeely, Chair, IU

Mark McGurk, UAKymber Horn, UAMary Wheeler, CUArthur Mintz, CUSteve Lutter, CUClairTyson DC

Kathy Cutshaw, UHKathie Egami, UH

Henry Ito, UHJoan Hagen, IU

Dave Brower, MSUVince Schimizzi, MSUBruce Alexandar, MSU

David Lyons, NDick Barber, rSmart

Project ManagerJim Thomas, IU

Developer and Technical Pool

20 – 30 Team

Members

Kuali InvestorsOregon State University

(OSU)

IU Foundation(IUF)

Chart of Accounts1 IU-Bill Overman, Chair2 CU-Pat Kane3 CU-Mary Wheeler4 DC-Claire Tyson 5 MSU-Vince Schimizzi6 UA- Floyd Roman7 UH-Paul Kikuchi

General Ledger and eDocuments1 IU-Joan Hagen, Chair2 MSU-Vince Schimizzi, Chair3 CU-Mary Wheeler4 DC-Claire Tyson5 IU-Sterling George6 UA-John Lockwood7 UA-Kymber Horn8 UH-Paul Kikuchi9 UH-Wendall Ho10 UH-Dennis Nakamura

Workflow/Routing1 IU-Damon Dorsey, Chair2 CU-Steve Lutter3 DC-Claire Tyson4 MSU-Ann Thorsen5 UA-Kymber Horn6 UH-Tammy Lu-Vandevender7 UH-Henry Ito

Decision Support and Basic Reporting1 CU-Steve Lutter, Chair2 UA-Liz Taylor, Chair3 IU-Chris Shelton4 IU-Damon Dorsey 5 CU -Marcia Page6 DC-Claire Tyson7 MSU-Steve Ueboerroth8 MSU-Greg Deppong9 MSU-Bill Sperber10 UH-Russell Miyake11 UH-Kathy Cutshaw12 UH-Dennis Nakamura13 UH-Wayne Fujishige

Accounts Payable and Purchasing 1 IU-Lorelei Meeker, Chair2 IU-Jennifer Fouty, Chair3 CU-Cathy Solino, Chair4 CU-Steve Lutter5 DC-Mary Bernardino6 DC-Jerry McLean7 IU-Peggy Maschino8 MSU-Boyd Shumaker9 UA-Patty Taylor10 UA-Tammy Strom11 UH-Emiely Jorgensen12 UH-Mike Wong13 UH-Tammy-Lu Vandeventer

Labor Distribution1 UA- Suzanne Zimbardo, Chair2 CU- Jeff Siber3 DC-Sharon Underwood4 IU- Sterling George5 MSU- Julianna Douches6 UH- Mike Wong7 UH- Paul Kikuchi

Budget1 IU–Steve Keucher, Chair2 CU–Mike Whalen3 DC–Raquel Pentes4 MSU–Ann Rhodes5 UA–Jim Florian6 UH-Dennis Nishino7 UH–Bo Nagao

Accounts Receivable1 IU-Anna Jenson, Chair2 CU-Cathy Salino3 DC-Chris Esposeto 4 MSU-Mary Nelson5 UA- Mark Barton6 UH- Paul Kikuchi7 UH-Galen Kuramoto

Capital Assets1 DC-Shelley Pierce, Chair2 CU–Nancy Abbott3 IU–Anna Jensen4 MSU-Boyd Shumaker5 UA–Alan Blumberg6 UH–Ken Lum7 UH–Kevin Hanaoka

Endowments1 CU–Mary Wheeler, Chair2 DC–Shelly Pierce3 IU–Joan Hagen4 MSU–Glen Klein5 UA–Marlene Moldenhauer6 UH–Paul Kikuchi

Research Administration1 IU-Jim Becker, Chair2 CU-Dan Dwyer3 CU-Jeff Silber4 DC-Imelda Mora5 DC-Sharon Underwood6 MSU-Dan Evon7 UA-Sherry Easham8 UA-Lori Schultz9 UH-Kevin Hanaoka10 UH-Galen Kuramoto11 UH-Dennis Nakamura

Technical Council Brian McGough, ChairAndrew Holloman, UA

Mark Mara, CURalph Olstad, DC

Wes Price, UHCathy Tan, MSU

Tony Potts, rSmart

Project CoordinatorJulie Bennett Dreesen

(IU)

Extended BoardDavid Brower, MSU

David Gift, MSUSally Jackson, UA

David Koehler, CornellBrian McGough, IU

Kathleen McNeely, IU Liz Taylor, UA

Jim Thomas, IUDavid Lyons, NACUBOJohn Robinson, rSmartSue Menditto, NACUBO

Open Source Student Systems

Firm Product

AcademicEdge AcademicEdge

Agresso Americas Agresso Campus Work

Information Management Specialists, Inc.

Informs

Student Systems (1)

AcademicEdge AcademicEdgeAcademic Management Systems CoursEvalActive InternetAgilix Labs, Inc.Agresso Americas Agresso Campus WorkAlaquest International, Inc. Administrative Solutions 3Angel Learning ANGELAptron Corporation AIMS

CampusAdmitCampusWEB Recruiter

Student Systems (2)

Brownstone Research Group DiplomaCampus Management Corporation CampusVue

CampusVue CollegiateCLASS

Champlain Software fxScholarCommLabComputing Options Regent Enterprise

Regent SuiteComSpec International Inc. EMPOWERConcord USA, Inc. AIMS Library

Student Systems (3)

Datatel, Inc. ColleagueActiveCampus

Decision Academic Degree Navigator PlusCampus Navigator

EDC, Inc. Univers for WindowsEdgewater Technology, Inc.Education Solutions Development LLC

APECS

Financial Aid Management for Education

Freedom

AdvantageGreat Lakes Educational Loan Services

FAST

Student Systems (4)

Information Management Specialists, Inc.InformsJenzabar, Inc. Series300CX

Series300EX

MCS Management CorporationAdministrative Software Solution

National College Management Systems Inc.CAPSTONEOracle Corporation Oracle Student System

Campus Solutions (PeopleSoft)RJM Systems, Inc. SONISWebRobinSoft Corporation GradProRodcom, LLC Regis

Student Systems (5)

SAP America, Inc. SAP Student SystemSCAN Business Systems, Inc. Campus CaféSCT Education Systems Banner

MatrixPower CampusLuminis

SMX Technologies, Inc. Academic EdgeSunGard Bi-Tech, Inc. IFAS Integrated Financial and

Administrative SolutionThree Rivers Systems, Inc. CAMS Enterprise

Developing Enterprise-scale systems is Really Difficult….

Developing them With Others is Really, Really, Really Difficult… but well worth it!

Lesson One

The Secret Sauce Recipe…

1. Begin with an Existing System

2. Use Date-Driven Development

3. Board Members Must Face Delivery ‘Back Home’

4. Create a Strong Board and governance

5. Engage in Post-Project Community Development up Front

Lesson Two

Vett Project Talent Carefully and Make Necessary Decisions

Lesson Three

Effective Collaboration is a valuable Organizational Capability…

Staff Development Work to Learn How to Partner

Lesson Four

What is the VALUE PROPOSITION

for Collaborative Open Source?

INVESTMENT – Coordination + Knowledge + Shared

Costs Learning Maint.

It’s time to move on to a discussion of the vision

for a newOpen Source Student Services System

• Six Sessions at AACRAO to discuss what System users want in a next generation Student Services System

• “Virtual” Focus/Q&A Session this Friday at:2pm ET / 1pm CT / Noon MT / 11am PT

Details to be announced on these lists: OS-Student list, Educause CIO / PS Users / Registrars lists, AACRAO Registrar & Admissions lists / Sun’s KE-SIG lists

“Focus” Groups

More Information

Public Folder with project documents, listserv for announcements and discussion are available at:

http://student.osnext.org

http://student.osnext.org/


Center of Excellence in Scholarly Information Architecture at Georgetown University

To collaboratively develop a scholarly information architecture through rigorous interoperability testing, and integrating scholarly services with components, enterprise systems and federated environments.

The Center will: Encourage use of OS solutions to enhance applications

(possible applications: LMS, CMS, portal services, e-portfolios, digital library systems, etc.)

Encourage open standards and a reference data model for seamless integration

Provide rigorous context for development and integration Encourage collaboration to avoid ‘vendor centric’

solutions


Center Activities

Center to draw upon resources at Georgetown’s Office of Information Services (OIS) and Center for New Designs in Learning and Scholarship (CNDLS) on projects like:

Federation and Application Interoperability with Portals Demonstrate application interoperability from

OS/commercial applications Perform consulting and demonstration services in

interoperability lab Co-develop, test & demonstrate ID “connectors” to

access Sun’s ID access manager system Single sign-on, content customization & delivery via

standards support


Center Activities (continued)

OS/Open Standards Reference Implementations Demonstrate reference architecture, tools and

data model implementations of critical open standards

Federated Brokerage System for Exchange of Learning objects and digital repositories with emphasis on digital rights management (DRM)

Research and development collaboration on Sun’s Voyager

Object extension/demonstration for learning object directories and repositories


Center Activities (continued)

Consultancy/Community Outreach Sharing Scholarly Information Architecture

through publications, presentation and conferences

Reference and Consultancy services for US Department of Education and world education bodies

Grid Research Collaboration on GRID enabled service capability

with Georgetown Grid Innovation Center


Collaborations with PESC

Coordination on OS/open standards development, testing and implementation Interoperability of learning objects and data exchange

protocols (i.e. XML standards) Reference architecture, tools and data implementation Support for sign-on, content customization & delivery

standards for portals

Increase institutional access and lower barriers to adoption of OS/open standards Information sharing with community Recommendations on certifications

Page 48© Copyright 2006 IMS/GLCAll Rights Reserved.

Accelerating Innovation in the Learning

Enterprise

CourseManagementAssessment

Digital Content

Search

Interactivity& Rich Media

PortalsClassroomCapture Personalization

& Accessibility

ePortfolios

RepositoriesPortableDevices

AdaptiveTutors

CollaborationEnvironments

ProgramMonitoring

StudentMonitoring


The IMS Education Enterprise

LearnerInterface

CourseManagement

PublisherContent

Repositories

Assessment LibrarySystems

Student InformationSystem

Financial System

InstructorInterface

Portal

Custom LearningEnvironments

*Accessibility

*CompetencyDefinitions

*ContentPackaging

*DigitalRepositories

*Enterprise Services

*ePortfolio

*WebServicesFor Learning

*Learner Information

*LearningDesign

*Meta-Data

*Question & TestInteroperability

*ResourceList

*SharableState

*SimpleSequencing

ePortfolio

*CommonCartridge

*ToolsInteroperability

*IMS: Foundational Specifications& GuidelinesIn Use Today“IntegrationOf LearnerData Across theEnterpriseEnables NewInnovation inLearning”


New IMS InitiativesCommon Cartridge for

Plug & Play Digital Course Content

Interoperability Among Open Source and Proprietary Applications

Rich Media Learning Applications and Systems

Plug & Play Interface Between Learning Applications and Digital Repositories

SOA Enterprise Learning Framework & Reference Implementation (SIS, Learning Systems, Library, Financial Systems)

Learner Personalization & Accessibility

Setting the “Gold Standard” for Online Learning and Academic Services

Talent Management - Integration of Corporate HR Functions with Learning and Higher Education


IMS and theGlobal Tech Industry:

Investing inEducationalInnovation


IMS and Global Education

Leaders in Learning


Don’t Follow - Lead!• Join IMS! New Member Levels Available!

• Next Quarterly Meeting at Stanford (May 8-11)

• Annual Conference: June 19-22, Hosted by Indiana U:

- Special Workshop on Integrating Open Source featuring

Open U., Moodle, Sakai, Microsoft, Blackboard, Angel Learning,

University of Wisconsin Madison


For More InformationContact:

– Rob Abel– CEO, IMS Global Learning Consortium– office: +1.407.792.4164– mobile: +1.407.687.7255– skype: rob_abel– [email protected]– http://www.imsglobal.org/