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Kuali Student Overview February 2011

Kuali Student Overview February 2011. What is Kuali Student? Product Vision Who is Kuali Student? When is Kuali Student being delivered? How

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Page 1: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Kuali Student Overview

February 2011

Page 2: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

What is Kuali Student?

Product Vision

Who is Kuali Student?

When is Kuali Student being delivered?

How is Kuali Student being delivered?

Addendum: History of KS Business Requirements

Topics

Page 3: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

What is Kuali Student?

Dan McDevitt | Indiana University

Page 4: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Kuali

Kuali: noun (derived from Malay term); kitchen wok- humble utensil which plays the most important role in a successful kitchen; used for frying, steaming, braising, blanching and many more Oriental and Asian cooking techniques and styles. Representing versatility and flexibility of restaurant menu to suit all tastes.

Page 5: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

What is Kuali Student?

Page 7: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

More information about KS Modules

http://kuali.org/ks/modules

What is Kuali Student

Page 8: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Product Vision

Dan McDevitt | Indiana University

Page 9: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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The Student Service System vision

1. Student centric: anticipate needs, present choices, reduce task time, and help students achieve goals

2. Support a wide range of learners, learning activities, and institutions

3. Support a wide range of business processes

4. Provide high quality, scalable support, for users and processes

5. Complement and enhance human interactions

a compelling new vision - not an existing system redeveloped using new technology

Page 10: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Results from Mellon feasibility study

Add functionality to existing systems functionality was lost when ERPs were installed

opportunities to re-use some existing functionality

Replace old technology don’t want to install a monolithic ERP system

Get off the ERP upgrade path improvements don’t always reflect cost and effort

Future path for home-built systems hard for a single institution to sustain a complete system

deliver a next generation “service” system

Page 11: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Why Now?

Many student systems don’t meet current needs

Vendor solutions may not be the answer

Development of in-house systems is challenging Increasingly complex technology requires specialist resources

Competing for scarce IT resources in a constrained market

User requirements and expectations increasing rapidly

Budgets and funding are constrained

Collaboration and open source systems development works

We can build systems that do more for users

Page 12: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

New high level entities

Use of workflow and rules engines

Easy to configure to support new rules and processes

Modular, loosely coupled, standards based architecture

Simple, appropriate access to data and information

Support for internationalization

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Elements of a highly effective system

Page 13: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Entity models that allow flexibility

persons

time

learning units course; single lecture in a course; 15 minute student

presentation in a course

participation in community service

any activity that the student wants to include on a formal or co-curricular transcript

a “learning unit number” is like a SKU...

learning results, learning plans, learning resources don’t restrict what people and institutions can do

Page 14: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Work flow and rules engines

processes are represented using workflow, not coded into the system

rules are represented in rules engines, making them easier to review and change

ownership of processes and rules moves closer to the positions and units responsible

workflow and rules engine technology is reusable and scalable

process change is easier

Page 15: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Support for Local Business Processes

Business processes evolve to meet unique institutional requirements, reflecting the role, student body, and academic mission

Different types of institution and different units in institutions need to do things very differently

Existing practices are often “best practices” for the institution using them

Existing systems often incorporate someone else’s “best practices”

system fits many different units and institutions

Page 16: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Easy to Change Business Processes

Rules engines for internal process logic

Workflow for end-to-end business processes processes can cross systems

Encourage and support innovation and change

It’s OK to customize.....

your practices, not someone else’s “best practices”

Page 17: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Modular, Standards Based

Different institutions can build applications that will work together

Applications can use different technologies

Applications can be integrated with existing systems

Open source and commercial applications can be combined

A critical mass of applications will deliver a next generation system

deploy what you need, when you need it

Page 18: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Appropriate Access to Information

Student and other administrative systems contain a wealth of useful information

This information is often hard to access, and is often not used when it should be

All users and systems should have appropriate access to the information they need

Service oriented design, delegation of authority, and rules for access to information, will allow us to give appropriate access to all users and systems

we can make better use of what we know

Page 19: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Internationalization

Current systems often make it difficult to support other languages, currencies, etc.

Kuali Student architecture will allow it to be used in other countries, using other languages and currencies

The use of high level entities, workflow, and rules Engines will make it possible to use Kuali Student to support other educational systems

Page 20: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Who is Kuali Student?

Dan McDevitt | Indiana University

Page 21: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Founders

Naval Post Graduate School

University of California, Berkeley

University of Maryland, College Park

University of Southern California

University of Toronto

University of Washington

Partners

Boston College

Indiana University

North-West University, South Africa

Kuali Student Community

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

Page 22: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Align with the vision of Kuali Student

Contribute at least $1,000,000 per year, in cash and/or staff resources, for the 5 year period of July 2007 – June 2012.

Adhere to the governance structure, decision-making processes, and project management disciplines, including the service oriented analysis methodology as laid out in the Program Charter.

Commit to run most or all modules of the core product in production.

Designate senior representatives for the Program Board that will direct program resources.

Use the Educational Community License for all work products created by the core members.

Be an active advocate for the Program, including executive level communications to the community.

Develop appropriate local expertise in Service Oriented Architecture.

Founder Commitment

Page 23: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Align with the vision of Kuali Student

Allocate resources, in the form of cash and/or staff, toward the development of Kuali Student. The development resources may be allocated to core system scope undertaken by the Founders or may be allocated to modules complementary to the core system scope.

May commit to implementing one or more Kuali Student modules (core or non-core) in production.

Participate on either the Technical or Functional Steering Committees – attending scheduled meetings.

Participate in workshops to ensure the Kuali Student System meets the needs of the broadest possible community

Use the Educational Community License for all work products

Act as an advocate for the Program.

Partner Commitment

Page 24: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Benefits of Community source

Created specifically for higher education

Shared resources spread the cost of development

Continuous upgrades and enhancements contributed by the community lower the cost of software maintenance and enhancement

Flexible architecture allows implementers to use any combination of Kuali Student modules, vendor supplied components and home grown modules.

Page 25: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Educational Community License – ECL V2.0

Kuali Student will be built entirely on an open source software stack compatible with the outbound Educational Community License (ECL).

Kuali Student will adhere to the Kuali Foundation’s IP management policies for inbound licensing and assessment of 3rd-party licenses

Licensing

Page 26: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

When is Kuali Student Delivering?

Carol Bershad | University of Washington

Page 27: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

KS Product Roadmap

Page 28: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

KS Product Roadmap

Page 29: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 30: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Implementations

Ongoing support and enhancements

KS Curriculum Management

Institution 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 Community

[email protected]

[email protected]

DEFECTS

Defects submitted and tracked in JIRA

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

ENHANCEMENTS

Enhancements are managed via the KS Contribution Model

Page 31: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 32: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 33: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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

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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 34: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 35: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 36: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 37: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

How We Are Doing It

Page 38: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Product Development vs. Implementation

The scope of the Kuali Student Program does NOT include the Founder implementations

Student Systems will have a parallel implementation project with its own project charter and implementation team.

Kuali Student will need to be “configured” to meet the needs of institutions

Student Systems will also be maintaining the current SIS until full implementation and transition to Kuali Student

The implementation team will work in parallel to the Kuali Student Product Development team and will benefit from close coordination.

Kuali Student will need to provide product support to the implementation team after each release.

Page 39: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Specific Objectives

To develop a next generation Student Service System architecture that follows the principles of Service-Orientation, implemented using Web Services.

To develop the Service Contract specifications for the services required to implement the Student Service System. This will enable development work to be completed by a large community, not just the originating Founders.

To develop, and release for implementation, a software product consisting of a set of Services that have been defined to be the core functions of a next generation Student Service System - Kuali Student.

To define and publish standards for development that can be used by other members of the community to develop Services that are not within the scope of the core product.

Page 40: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Specific Objectives

To ensure the core Services of Kuali Student are successfully implemented by the Founding Institutions.

To promote the adoption and implementation of Kuali Student by a wide variety of educational institutions – within North America and internationally.

To build a community of interest that will sustain future maintenance, enhancement and development of the product.

To define product development and support processes that will be used to assist the community to implement the software and to provide operational support for the product.

To continue to evolve the technology and architecture of Kuali Student over time to keep up with new industry standards, tool releases and trends.

Page 41: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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 5

7 weeks 7 weeks 7 weeks 7 weeks 7 weeks

Page 42: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

These principles guide the full lifecycle of the project.1. SOA methodology2. Rice as the middleware platform3. Web services4. Standards based5. Separate governance process for service contracts6. Abstraction of business process and business rules7. Abstraction of presentation layer8. Abstraction of the data layer9. System will be built entirely on an open source software stack10.Infrastructure will be composed of existing open source

products11.Java as the language of choice

Guiding Principles

Page 43: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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

SOA Implications

Page 44: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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

SOA Implications

Page 45: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

Addendum: History of KS Business Requirements

Page 46: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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The Big Bang In the beginning , there were five KS “Releases”

R1: Curriculum Management

R2: Enrollment and Program Audit

R3: Admissions

R4: Student Financials

R5: Scheduling

And then we actually started releasing …. Release 1 of Release 1?

“Releases” have been renamed to “Modules,” each of which will have multiple releases … Delivered: Curriculum Management 1.1, 1.2

Planned: Enrollment Management 1.0, 2.0

… however, on the wiki you may still see some dated references to R1 and R2, particularly “R2 methodology”

A Brief History of KS Requirements

Page 47: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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The Uncertainty Principle “R1” requirements were a bit of a Black Hole Collective Use Cases with no institutional traceability

The Expanding Universe “R2 Methodology” had each institution providing their

individual requirements … … for 30 different functional topics, aka “melanges” The group responsible for this work was the KS

Business Requirements Team

The Unification The KS Analysis Team (SMEs, BAs) was formed to

create KS requirements from the institutional material

A Brief History of KS Requirements

Page 48: Kuali Student Overview February 2011.  What is Kuali Student?  Product Vision  Who is Kuali Student?  When is Kuali Student being delivered?  How

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Analysis and Design

Synthesis

Analysis and Design

Institutional Requirements8 institutions x 30 “melanges”

Requirements

10 Functional Areas

Analysis Team

UXSVCS+ +

Creation

Review Analysis Team

Analysis Team

Analysis Team

Business Requirements

Team

Parallel Delivery