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Kuali Student Project Update

Kuali Student Kuali Days 2011 Project Update

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Project team leads for the Kuali Student Project gave a presentation at Kuali Days 2011 in Indianapolis to update the Kuali community on the Kuali Student Project.

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Page 2: Kuali Student Kuali Days 2011 Project Update

Dan McDevitt

KS Program Director

Indiana University

Carol Bershad

KS Product Manager

University of Washington

Rajiv Kaushik

KS Development Manager

University of Toronto

Introductions

Page 3: Kuali Student Kuali Days 2011 Project Update

What is Kuali Student? Introduction to Kuali Student Overview of Core Functionality

Who is Kuali Student? Founder and Partner Update

When is Kuali Student being delivered? Three-Year Roadmap Product Updates

How is Kuali Student being delivered? Delivery Overview

Questions

Agenda

Page 4: Kuali Student Kuali Days 2011 Project Update

What is Kuali Student?

Dan McDevitt | Indiana University

Page 5: Kuali Student Kuali Days 2011 Project Update

What is Kuali Student?

Kuali Student is a NEXT GENERATION STUDENT SYSTEM which is ……

.... HAPPENING!

…….being incrementally produced through a dedicated community of international higher education partners

…..meeting requirements of the community (not just the requirements of a single institution)

……flexible to changing business processes

…… delivering a rich user experience

…… modular and scalable

Page 6: Kuali Student Kuali Days 2011 Project Update

What is Kuali Student?

Page 7: Kuali Student Kuali Days 2011 Project Update

Who is Kuali Student?

Dan McDevitt | Indiana University

Page 8: Kuali Student Kuali Days 2011 Project Update

Founders Naval Post Graduate School

University of California, Berkeley

University of Maryland, College Park

University of Southern California

University of Toronto

University of Washington

PartnersBoston College

Indiana University

North-West University, South Africa

Kuali Student Community

Founders = $~1 M/per year for 5 years….

Page 9: Kuali Student Kuali Days 2011 Project Update

When is Kuali Student Delivering?

Carol Bershad | University of Washington

Page 10: Kuali Student Kuali Days 2011 Project Update

KS Product Roadmap

Page 11: Kuali Student Kuali Days 2011 Project Update

KS Curriculum Management

What is this module?

Curriculum Management provides the ability to propose, create, modify and retire learning experiences that are part of an institution's sanctioned curriculum.

What features does it have?

• Courses and Program

• Robust proposal process

• Administrative CRUD screens

• Analysis of dependencies across the curriculum

What is its status?

DELIVERED

Version 1.1March 2011

Version 1.2November 2011

Now in the “hands” of the Community

Page 12: Kuali Student Kuali Days 2011 Project Update

Implementations

Ongoing support and enhancements

KS Curriculum ManagementInstitution Current Status

Boston College Planning and proof of concept

North-West University In Progress

UC Berkeley In Progress

University of Maryland In Progress

University of Washington In Progress (data migration)

QUESTIONS

Questions addressed to Project and [email protected]@kuali.org

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

ENHANCEMENTSEnhancements are managed via the KS Contribution Model

Page 13: Kuali Student Kuali Days 2011 Project Update

KS Enrollment

What is this module?

KS Enrollment manages the enrollment lifecycle of students once admitted to the institution

What features does it have?

• Course Registration

• Course Assessment

• Program Enrollment

• Program Assessment

… and many more (stay tuned)!

What is its status?

IN DEVELOPMENT

… by the KS Project Team

Page 14: Kuali Student Kuali Days 2011 Project Update

Offer Courses

Register for Courses

Grade Courses

Enroll in Programs

Assess Progress in Programs

Explore Programs

Plan Programs

Offer Programs

Setup the Environment

Set up Users

Student FacingInstitution Facing

Manage Info and Preferences

Academic Record

KS Enrollment: Framework

KS Curriculum Management

UW My Plan

KS Accounts3.Course

Offering

4.Course Registration

6.Program Offering

9.Academic Planning

9.Academic Planning

7.Program Enrollment

1. Setup

2.People and Permissions

2.People and Permissions

8.Program Assessment

5.Course Assessment

10.Academic Record

KS Scheduling

KS Program Audit

Page 15: Kuali Student Kuali Days 2011 Project Update

2. People and Permissions

1. Set Up

3. Course Offering

4. Course Registration

5. Course Assessment

6. Program Offering

7. Program Enrollment

8. Program Assessment

9. Academic Planning

10. Academic Record

Institution Facing Student Facing

15

KS Enrollment : Roadmap

ENR 1.0ENR 2.0 and beyond

Full Feature Set

Basic Feature Set

ENR 2.0 and Beyond

ENR 1.0

Page 16: Kuali Student Kuali Days 2011 Project Update

16

KS Enrollment Roadmap: Functional Dependencies

Course Offering

Course Registration

Program Offering

Academic Planning

Program Enrollment

Program Assessment

KS Curriculum Management

KS Accounts

KS Program Audit

KS Scheduling 3rd Party Integration R25 (CollegeNET)

ContributionSigma System, Inc

3rd Party Integration u.Achieve® (redLantern)

DELIVERED

Functional Area Dependent Module Strategy

UW MyPlan ContributionUniversity of Washington

Page 17: Kuali Student Kuali Days 2011 Project Update

UW MyPlan

What is UW MyPlan?

UW MyPlan is an academic planning tool that makes it easier for students to navigate the UW’s curricular offerings and achieve their academic goals.

What features does it have?

• View enrollment history

• Explore curricular offerings

• Perform program audit

• Project academic plan

• Share with advisor

What is its status?

IN DEVELOPMENT

… as a Contribution

Page 18: Kuali Student Kuali Days 2011 Project Update

KS Accounts

What is this module?

The Accounts module supports the pricing, sale and purchase of both internal and external products (e.g. courses and programs) and services (e.g. athletics and library fees)

What features does it have?

• Assess tuition and fees

• Access to financial planning tools

• Invoice customer

• Settle bill• Maintain

customer account

• Process refunds

What is its status?

IN DEVELOPMENT

… as a Contribution

Page 19: Kuali Student Kuali Days 2011 Project Update

The first vendor-contributed project designed as a core KS module Sigma Systems based in Denver, CO Forty years of experience in US higher education ProSAM, flagship financial aid package

Sponsoring institutions are University of Maryland and University of Southern California

Planned KSA submodules: KSA – Receivables Management KSA – Fee Management KSA – Third Party KSA – Collections Management

Submodules identified but not included: KSA – Scholarship Management KSA – Aid Management

KS Accounts

Page 20: Kuali Student Kuali Days 2011 Project Update

KS Product Roadmap

Page 21: Kuali Student Kuali Days 2011 Project Update

How We Are Doing It

Page 22: Kuali Student Kuali Days 2011 Project Update

Development Philosophy

Embrace Iterative development A Module has 2 or more Releases Each Release is broken down into short Milestones Every Milestone delivers code which goes through QA Milestone code is available to KS community

Release

Milestone 1 Milestone 2 Milestone 3 Milestone 4 Milestone 57 weeks 7 weeks 7 weeks 7 weeks 7 weeks

Page 23: Kuali Student Kuali Days 2011 Project Update

Architecture

Page 24: Kuali Student Kuali Days 2011 Project Update

24

Kuali Student Architecture

Kuali Student Kuali Rice

Kuali Service Bus (KSB)

Service Layer/ SOA

Organization(KOM)

Notification (KEN)

Workflow (KEW)

Rules (KRMS)

Person(KIM)

Service ImplementationJAXWS/CXF

Service ContractSOAP

Rapid Application Development Framework (KRAD)

Presentation

ApplicationJquery

Spring MVC

Data Access Object (DAO)JPA/Hibernate, OJB

Persistence

DatabaseDB Independent

Database

Page 25: Kuali Student Kuali Days 2011 Project Update

Truly a next generation Student System

Infrastructure: Relies on a modern infrastructure developed in the Cloud

Separation of UI and Services enables institutions to Develop their own UIs Integrate with current systems on campus

Architecture Implications

Page 26: Kuali Student Kuali Days 2011 Project Update

Truly a next generation Student System

Services are designed to accommodate future changes to business processes. Front end can change every few years but Service Contracts

are more stable over time

Loose coupling between modules helps institutions Roll out modules over time Minimize impact of changes from one module to another

Architecture Implications

Page 27: Kuali Student Kuali Days 2011 Project Update

Recent expert review of architecture validates that platform Has a solid foundation

Will be adoptable as production enterprise software

Will run with appropriate availability/scalability

Has no "red flag" issues

Has come areas of concern/improvement

Expert Review of Architecture

Page 28: Kuali Student Kuali Days 2011 Project Update

Development Strategy

Page 29: Kuali Student Kuali Days 2011 Project Update

Phase I – Core Slice

Breadth

Dept

h

Manage Course

Offerings

Manage People and

Time

Course Registration

Grading, Record,

Transcript

Learning Plan

Degree Audit

Fees, Transfer Credit

PHASE 1 – Foundation (“thin slice”)Course offerings, students, registration, grading, academic record, others

Page 30: Kuali Student Kuali Days 2011 Project Update

Phase II- Enrollment 1 Parallel Development

Breadth

Dept

h

Manage Course

Offerings

Manage People and

Time

Course Registration

Grading, Record,

Transcript

Learning Plan

Degree Audit

Fees, Transfer Credit

PHASE 2 – Expand Depth with Parallel Dev Teams

Team A

Team A

Team B

Team B Team C

Team D

Page 31: Kuali Student Kuali Days 2011 Project Update

31

ANALYSIS

UX

SVCSDEV

QA

MGMT

9

26

99

9

9

West Coast 1

South Africa

West Coast 2

East Coast 1

East Coast 2

Team Structure to Support Strategy

Teams

Page 32: Kuali Student Kuali Days 2011 Project Update

32

Parallel Development Teams focus Application Development

Broad swath across features

Minimal UI progressing to richer UX

Deliver code in three 2-week sprints as part of each Milestone

Parallel Development Teams

Page 33: Kuali Student Kuali Days 2011 Project Update

33

Core Team focus Overall application design, ensuring one cohesive application

Service Contracts, including implementation (80/20), allowing parallel teams to focus on application development

Technical Strategy Performance Scaling Database

Core Team

Page 34: Kuali Student Kuali Days 2011 Project Update

Wrap up

Page 35: Kuali Student Kuali Days 2011 Project Update

Software support vs. Software development

Challenges / Opportunities

(Evolving Ecosystem)

Scope

Time

Resources Balancing the reality triangle

Core system being build from ground up vs. based off existing system

Page 36: Kuali Student Kuali Days 2011 Project Update

Round Table on Choosing to Join Kuali Student

Wednesday, 2:30-3:30pm

Room 101/102

Kuali Student Project Round Table

Wednesday, 4:00-5:00pm

White River B

Get Involved

Page 37: Kuali Student Kuali Days 2011 Project Update

Questions?