Does Open-Source Really Work for a Student Information System? · Work for a Student Information System? ... KS - Kuali Student KFS - Kuali Financial Systems ... delivery of working

Does Open-Source Really Work for a Student

Information System?

Rick SkeelFunctional Director, Kuali Student

AACRAO Annual Conference Denver, CO March-April 2014

What is Kuali?

AACRAO Annual Conference – Denver, CO 2014

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KS - Kuali Student

KFS - Kuali Financial Systems

KC - Kuali COEUS (Research Administration)

KPM - Kuali People Management (HR)

OLE - Kuali Open Library Environment

KR - Kuali Mobility

More than 70 Institution and Organization Members

What is Kuali?


Kuali Student –A Community of

Universities Working Together


Founders

University of Maryland, College Park

University of Toronto

University of Washington

University of Utah

North-West University, South

Africa

Indiana University

Partners

Boston College

Stellenbosch University, South Africa

Iowa State University

KS Community


http://www.utah.edu/

http://www.utah.edu/

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A Community of Higher Ed institutions

Direct and consistent voice in how software is built

Resources shared/leveraged across schools

Development guided by functional process owners

Phased or incremental implementations are possible,

even encouraged

Control by the community, not the vendor

Upgrade on your schedule

Best practices approach to system software

What is Community Source?


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Not a vendor

We are a collaboration

Institutions and companies with shared a values

We have no sales force, just people who believe in

collaboration, cooperation, and a shared model of

development

A Hands Down approach

Participants are at the table making decisions at

every stage

Partners fully understand the system up front

What Community Source is Not!


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Yes, as far a the cost of the software and ongoing

maintenance is concerned

Free like a puppy, not a beer

No direct cost to download and implement the

software

No ongoing maintenance fees each year

Costs are not hidden

Each institution will need implementation support,

either in-house or through a vendor

Training costs to maintain the system locally

These are no different than the costs of a vended

solution

Is Community/Open Source Really Free?


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Costs are significantly lower, and support by the

community is readily available

Share development resources with other higher ed

institutions

Have a seat on the Board and Functional Council

Influence product strategy formulated by the

community

Control your own implementation and upgrade

strategies, to best use your internal resources

Why Should You Be Involved?


What is Kuali Student?


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What is Kuali Student?

Kuali Student is next generation student system that …

… is one of seven modules that support the full student academic lifecycle

… is being incrementally produced by an international community

… institutions can deploy incrementallyover time to replace current systems

… aims for a rich user experience through user-centric design

… delivers on the promise of service-oriented architecture

Modules

KS Curriculum Management

KS Enrollment

KS Accounts

KS Admissions

KS Financial Aid

KS Program Audit

KS Scheduling


13AACRAO Annual Conference – Denver, CO 2014

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Student FacingInstitution Facing

Enrollment Functional Areas

Course Registration

Program Offering

Program Enrollment

Program Assessment

Course Offering

Course Assessment

Academic Record

Academic Planning

Setup

People and Permissions

Course

Program

Common


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Course Offering

• Create and manage course offerings

• Eligibility requirements

• Schedule of classes

• Interface with Scheduling

Course Registration

• Students and administrators register for courses

• Evaluate eligibility

• Manage exceptions, overrides, and holds

• Waitlists

Course Assessment

• Grading rosters

• Submit grades

• Manage late grades and grade changes

• Award credit

Course-Related Functionality


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Program Offering

• Manage credential and other program offerings

• Logistical attributes

• Requirements

• Enrollment limits

• Selection criteria

Program Enrollment

• Evaluate eligibility

• Enroll and update relationship in a program

• Withdrawal

Program-Related Functionality


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Program Assessment

• Evaluate satisfactory progress and program completion

• Assess honors

• Request and grant exemptions

• Interface with Program Audit

Academic Planning

• Explore programs

• Run program audits

• Student develops learning plan

• Advisor interacts with learning plan

Program-Related Functionality


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Common Functionality

Setup

• Academic calendar

• Holds and exemptions

• Registration appointments

People and Permissions

• Create student and instructor person records

• Manage person information

• Manage advisor relationships

• Authorization roles and permissions

Academic Record

• Record course and program outcomes

• Calculate GPAs and credit totals

• Request and generate documents

• Transfer credit articulation


How is Kuali Student being delivered?


Dive deep into a

functional area to provide

substantial value

Leverage “implementing

institution” to validate

delivery of working code

Utilize agile development

methodologies

Key Product Strategies

Agile Kuali Student DevelopmentToday1:15 – 2:00 PMRoom 406


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Release

. . .

Develop

(Internal)

Milestone

Release

Impl. Inst. Review

Enrollment Delivery Process

Identify Requirements Release

Course Registration

Release

Course Offering


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Development – Methodology Improvements

Developers are more involved in determining and

implementing solutions within their teams

Decisions are made and implemented quickly

Teams gel and perform better over time

Development velocity is accelerating with each

milestone


Expose technical gaps and

defects through

production-like deployment

Perform sample

customizations

Deploy fuller dataset

Conduct functional review,

including usability testing

Implementing Institution Review

KS Enrollment

Implementing

Institution


What has been done to date?

What’s next for Kuali Student?


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Curriculum Management (CM) 1.2 has been available since January, 2012 http://kuali.org/downloads

UMD greatly contributed to the development of CM 1.2

CM 2.0 founders release is now available. CM 2.0 public release will be available to the world in Jan 2013

UMD will have CM 2.0 in QA by April and in production Summer 2013

CM Sustainability Model is being formulated. It will Include: Support and Maintenance plan

Contribution process

CM Roadmap

Curriculum Management Roadmap Highlights


http://kuali.org/downloads

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CM Update - Implementations

University of Maryland In Production

North-West University In Production

Boston College In Production

University of Washington In Production

University of Toronto In Progress

University of Hawaii In Progress


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Kuali CM Out of the Box


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How You Can Make Kuali Yours


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Learning Objectives


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Dependency Analysis


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View Existing Courses


Course Offering

Rollover

Create from Copy/Catalog

Registration Groups

Seatpools

Scheduling Requests

Schedule of Classes

Setup

Academic Calendar

Registration Appointments

Registration Eligibility

Development HighlightsFor Enrollment-Course Offering


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Conceptual Model

CHEM 152: General Chemistry

CHEM 152 for Autumn 2012

LectureLecture + Lab

Lecture BLecture A Lab AA Lab AB

Reg Group 0101: Lecture A + Lab AA

Reg Group 0102: Lecture A + Lab AB

Reg Code 0201:Lecture B

Course

Course Offering

Format Offering

Activity Offering

Registration Group


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Course Offering - Rollover


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Creating a Course


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Creating a Course Offering


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Managing Schedule of Classes


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Reviewing Schedule of Classes


Questions?


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Where can you get more information?

QUESTIONSQuestions can be addressed to the KS Project and Community:[email protected]; [email protected]

DEFECTSDefects submitted and tracked in JIRAhttps://jira.kuali.org/browse/KSLAB

Kuali Foundation information

http://www.kuali.org/; http://www.kuali.org/ks

DOCUMENTATIONTechnical and Functional Documentation can be found here:Curriculum Management Documentation

CODEThe code base can be downloaded here: http://kuali.org/download


mailto:[email protected]

mailto:[email protected]

https://jira.kuali.org/browse/KSLAB

http://www.kuali.org/

http://www.kuali.org/ks

https://wiki.kuali.org/display/STUDENTDOC/Curriculum+Management+(CM)+Documentation

http://kuali.org/download

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Rick Skeel

Functional Director, Kuali Student

[email protected]

Feel Free To Contact Me


Documents

Does Open-Source Really Work for a Student Information System? · Work for a Student Information System? ... KS - Kuali Student KFS - Kuali Financial Systems ... delivery of working