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kualiat a glance
Presentation Overview
• Kuali’s Mission• History of the Kuali Foundation• Governance and Structure• Types of Members• Kuali Projects• Technologies and Tools
Kuali’s Mission – High Level
• Non-profit 501(c)(3) organization • Sustains and evolves administrative software for Institutions of Higher Education
Softwarefor Higher Education,
by Higher Education
• Open Community (coordinated development model: only community members contribute)
• Open Source (Educational Community License: anybody can use the source code)
• Modular(pick and choose the functionality you need)
• Distributed (modern, loosely-coupled, scalable architecture)
Kuali’s Mission - Software
• 2004 Kuali launched: Indiana University, University of Hawaii, NACUBO & rSmart• 2005-7 Mellon Foundations grants awarded for KFS, KC and KS
KFS based on IU’s financial systemKC based on MIT’s Coeus
• 2008 Rice became a fully funded project with investing partners
History of Kuali
• Currently Kuali software in production at 6+ institutions • Over 30 Kuali Foundation members
History of Kuali
Fall 05
Spring 06
Fall 06
Fall 08
Spring 07
Spring 08
Fall 07
Kuali Days Attendance
Governance• The Golden Rule:
“Those who bring the gold make the rules”
• Foundation is a thin layer; Governance at projects level
• Project Boards provide strategy and oversight
• Reality Triangle of Resources, Time, and Scope
Governance• Projects are functionally driven, focusing on user requirements and functionality
• Functional Councils determine functional specifications and set priorities
• Development Teams are formed by investing schools
• Project Managers assign work to Development teams based on priorities from the Functional Council
Organization Structure
Adopters
Members
Partners
Affiliation Types
• Pay NO licensing fees• Can use Commercial Affiliates
• Pay annual membership dues• Vote for Board members• Enjoy reduced conference fees
• Have seat at the governance table • Provide technical and functional resources • Retain deep knowledge of Kuali projects
as of June 2009…
rSmart IBM Sun Microsystems, Inc. Exeter Huron Consulting
Innovativ Consulting
Syntel, Inc.
VivanTech
SciQuest
Commercial Affiliates
Comprehensive modules for a fully functional financial system
Research administration encompassing pre-award, post-award, and compliance
Comprehensive modules for a fully functional student system
Middleware components and rapid development platform
Kuali Projects
Chart of AccountsFinancial Transactions/General LedgerPurchasing/Accounts PayableLabor LedgerContracts & GrantsAccounts ReceivableBudget ConstructionCapital AssetsEffort CertificationComing: Endowment Management
KFS Modules
Project ManagerJim Thomas (IU)
Functional Council Chair Kathleen McNeely (IU)
Colorado State UniversityCornell UniversityIndiana UniversityIndiana University FoundationSan Joaquin Delta Community CollegeMichigan State UniversityUniversity of ArizonaUniversity of HawaiiUniversity of MarylandUniversity of Southen CaliforniaNACUBOrSmart
KFS Partners
University of CaliforniaUC-Office of the President
UC-Davis UC-Irvine UC-Santa Barbara
KFS Status
Release 3.0 Pre-release to partner schools in May
Includes Year-end Processing and Depreciation
Sustaining Charter recently announced
Proposal & Budget Development Grants.gov integration
November 2009Human Subjects (IRB)AwardsConflict of Interest2010NegotiationsReport TrackingSubcontractsAnimal Care and Use2011Bio-Safety ManagementExport Controls / ITAR ManagementChemical Tracking
KC Modules
Project ManagerGraham Hall (Cornell)
Functional Council Chair Lori Schultz (UA)
Cornell University and the Weill Medical CollegeUniversity of Arizona
Indiana University Iowa State University Massachusetts Institute of Technology Michigan State University Colorado State University University of California, Berkeley University of California, Davis Coeus Consortium Huron Consulting Group
KC Partners
KC Status
Released 1.1.1 Spring 2009Release 2.0 to coming in Fall 2009Working towards a new
sustainability modelDiscussing support models
Learning Unit ManagementPerson IdentityEnrollmentProgram Audit and EvaluationStudent FinancialsAdmissionsFinancial AidSchedulingand more!
Proposed KS Modules
Project ManagerCath Fairlie (UBC)
Functional Council Chair Audrey Lindsay (UBC)
FoundersUniversity of British ColumbiaThe University of California, BerkeleyThe University of Maryland, College ParkFlorida State UniversityUniversity of Southern CaliforniaSan Joaquin Delta College
PartnersMassachusetts Institute of TechnologyUniversity of CambridgeCarnegie Mellon University
KS Founders & Partners
KS Status
Design review completed.First release, Curriculum
Management, scheduled for March 2010.
Kuali Enterprise Workflow [KEW]Kuali Nervous System [KNS]Kuali Service Bus [KSB]Kuali Identity Management [KIM]Kuali Enterprise Notification [KEN]Coming: Kuali Organization Management [KOM]
Rice Modules
Project ManagerEric Westfall (IU)
Technical Roadmap Committee ChairBill Yock (UW)
Application Roadmap Committee ChairChris Coppola (rSmart)
Rice Governance
Application Roadmap Committee (ARC)
high-level application architecture for integration of Kuali application projects
Technical Roadmap Committee (TRC)
high-level technical architecture and tools
• Committees formed by leaders from other Kuali projects and representatives assigned by the Kuali Rice Investing Partners that are not implementing Kuali Applications
Indiana UniversityCornell UniversityThe University of ArizonaSan Joaquin Delta CollegeUniversity of California, San DiegoUniversity of MarylandIowa State UniversityInnovative Consulting Partners
Rice Partners
Rice Status
First full release in Aug. 2009New Board of Directors in Spring
2009Rice is used stand-alone by several
universities
New Projects
Kuali Projects in Incubation:HR/PayrollStoresContinuity Planning
Technologies Used
Kuali Software Platform is Open Source
• Java• Spring• Struts• Maven• Ant• Tomcat• MySQL• Eclipse
Communications
• Website: http://kuali.org• Mailing Lists / Listservs: Sakai • Directory• Calendars: Confluence, Google• Email the Member Liaison: [email protected]
Collaboration
• Confluence: wiki• Sakai: document sharing• Videoconferencing: Polycom, Skype, Google• Screen Sharing: Adobe One Connect• Meetings: Face2Face, Bootcamps, Kuali Days
Upcoming Events
Kuali Days VIIINovember 17-18, 2009
San Antonio, Texashttp://www.kuali.org/kd/