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Kuali Student Project Update Rajiv Kaushik | University of Toronto

Kuali Student Project Update

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Kuali Student Project Update. Rajiv Kaushik |University of Toronto. Presenter. Rajiv Kaushik Program Director (interim), Kuali Student Director of IT, University of Toronto [email protected]. Welcome University of Utah. Purpose of this Session. - PowerPoint PPT Presentation

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Page 1: Kuali Student Project  Update

Kuali StudentProject Update

Rajiv Kaushik |University of Toronto

Page 2: Kuali Student Project  Update

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Rajiv Kaushik

Program Director (interim), Kuali Student

Director of IT, University of Toronto

[email protected]

Presenter

Page 3: Kuali Student Project  Update

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Welcome University of Utah

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Kuali Student (KS) Status Update for Audience already familiar with

the project Institutions – large and small Commercial Affiliates (KCA)

Purpose of this Session

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KS is the largest project within the Kuali Foundation. True or False?

Name all KS Modules

Curriculum Management provides the ability to create class-sections. True of False?

How Well Do You Know KS?

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Institutions will have to wait for all of KS Enrollment to be completed before implementing it. True or False?

How is KS different from all off-the-shelf ERP Student Systems?

KS uses the Service Oriented Architecture (SOA). List benefits of SOA

How Well Do You Know KS?

Page 7: Kuali Student Project  Update

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Roadmap Enrollment Student Accounts MyPlan Infrastructure

Organizational Update

Methodology Update

Sustainability Model

Questions

Kuali Student Project Introduction

Page 8: Kuali Student Project  Update

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Roadmap

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KS Product Roadmap

KS Curriculum Management KS Enrollment

KS Accounts KS Admissions

KS Financial Aid

KS Program Audit

KS Scheduling

Delivered In development FutureKIMPeople and Permissions

KRMS Rules

KEWWorkflow

KRADRapid Application Development

rice

Collaborative Functionality

MyPlan

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Program Audit Longer term plan is to develop our own Since Enrollment depends on Degree Audit, interim strategy is to

integrate with a 3rd party product(s) U.Achieve (“DARS”) will be the first 3rd party product to be integrated

with Enrollment UW MyPlan has already been integrated with U.Achieve

Scheduling Enrollment depends on Scheduling Plan is to integrate with 3rd Party Scheduling System

Longer Term Roadmap

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Admissions & Financial Aid Significant interest from most institutions KS Board is actively discussing solution options, including

KS developing its own from scratch or by leveraging existing products/intellectual property

A high-level product strategy will likely be available in 2013

Stay Tuned… If you have an interest in these modules, please contact KS

Longer Term Roadmap

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Development Update

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Collaborations with Rice(KRMS, KIM, KEW, KEN, KRAD)

2 0 1 1 2 0 1 2 2 0 1 3 2 0 1 4

MyPlan Year 1

Enrollment

Not on this KS roadmap: Financial Aid, Admissions, Scheduling, Program Audit

1.2

Accounts

MiddlewareKS Core Development

Community Contribution

Curriculum Manageme

nt1.1

Student Accounts

KS Delivery Strategy and Timeline

2.0

Live at UW

Curriculum Management

KS Release

Course OfferingCore Slice

Course Registration

….

Founders Releases

MyPlan Year 2

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CM Release 1.2 is available http://kuali.org/downloads

CM Release 2.0 available this calendar year Code is already available if you are starting implementation

CM Sustainability Model is being formulated. Will Include: Support and Maintenance plan Contribution process CM Roadmap

CM Update:: Releases

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CM Update:: Delivered Scope

?Courses Create

Programs

Modify

RetireLearning Unit

Proposal Process

Administrative Screens

Group

View

CatalogIdeas Analyze

Curriculum Management

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CM Update:: Implementations

University of Maryland In Production

UC Berkeley Phase 1 In ProductionPhase 2 In Progress

North-West University In Progress

Boston College In Progress

University of Washington In Progress

University of Toronto In Progress

Naval Post Graduate School In Progress

University of Southern California Planned

Page 17: Kuali Student Project  Update

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Student FacingInstitution Facing

Enrollment Update:: Scope

Course Registration

Program Offering

Program EnrollmentProgram

Assessment

Course Offering

Course Assessment

Academic Record

Academic Planning

SetupPeople and Permissions

Course

Program

Common

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Thin slice (“Core Slice”) of Enrollment was completed in 2011 Resulted in foundational design for the large body of Enrollment

We are now 9 months into developing Enrollment

Frequent releases via deep dive into a functional area at a time

Delivered Setup:: Academic Time Periods, Registration Appointments People and Permissions: Manage Populations

Enrollment Status

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In Progress Course Offering is about 35% complete Course Offering available in 2013 Course Registration available in 2014

Resources 2 Parallel Teams and 1 Technical Team

Not all teams started at the same time 12-16 positions vacant at any given

time

Enrollment Status

Course Off

Course

Reg

rest of

Enr

Enrollment Scope

For illustrative purposes only

Page 20: Kuali Student Project  Update

Enr 1 in 2014 (3 years later), Enr 2 afterwards

Enr 1 will be the basics of Enrollment, Enr 2 will be the vision

Enr 1 product strategy was “Broad versus Deep”

To be developed by 5 Parallel Teams

An implementable release of Enrollment every year

Course Offering in 2013 Course Registration in 2014

Each Release is a deep-dive into a Functional Area

Changes to Enrollment Roadmap

2011 2012

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An implementable Release each year

Enrollment Release schedule is meant to reflect a logical implementation sequence: CM -> Course Offering -> Course Registration -> …

Institutions should begin implementing CM first

What Does This Mean For KS Community?

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Feedback from Institutions that Enr 1 will not be enough functionality for an institution to implement Enrollment till Enr 2 (2015+)

AKS report recommended we have more frequent Releases focused on a functional area at a time, Releases which are implementable versus “erector set of functionality”

Drivers of Change

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Advanced Course Searches with filtering Save Courses of interest Create multi-Quarter Course Plan informed

by degree audit Share Plan with Advisers Compare requirements across multiple

programs Develop and maintain a back-up plan Shared sample plans that can be used as

templates Plan for non-course activities Pre-registration planning

MyPlan Update:: Scope

* Currently being evaluated as a core part of KS Product offerings

Academic Planning Tool for Students Developed by UW *

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Delivered First phase is already live at

the UW Proves that KRAD works

In Progress Second phase is in

development at the UW Contribution to KS planned

for next year

Resources MyPlan Developed by UW

resources funded by the UW

MyPlan Status

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Receivables Management Payment Billing Fee Management Third Party Billing Collections Management

KSA Update: Scope

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KSA under development as a contribution by KS Partner, Sigma Systems

Delivered Fee Management Prototype

In Progress Overall 63 % complete Phase 1 is on track for a Founder Release in April 2013 Phase 1 Scope: Core Receivables, Integration with Financial Systems Phase 2: Founder Release in July 2013

Resources Developed by Sigma resources funded by the UMD and USC

KSA Update:: Status

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Infrastructure Update: Technical Architecture

Kuali StudentKuali Rice

KS Service API

KS Service Implementation

Rapid Application Development Framework (KRAD)

UI

Client Browser

Application

KS Database Rice DatabaseDatabase

KS Data Access Object (DAO)Persistence OJB

Service Layer/ SOA

Kuali Service Bus (KSB)

Permissions(KIM)

People(KIM)

Rules (KRMS)

Workflow (KEW)

New!

New!

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Collaborated with Kuali Rice to design and develop KRAD, a UI Framework for creating a Rich User Experience KRMS, a Business Rules Management system

KRAD is being used by KS Enrollment UW for MyPlan U of Toronto for a Course Search web application

Any institution can start using KRAD to develop Rich Web Applications

Infrastructure Update: Rice KRAD and KRMS

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Organizational Update

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Org Update:: Org Structure

Program Director

Board

QA Manager

Product Manager

Development Manager

Services Team

Parallel Development

Teams

Technical Architect

Analysis and User Experience

Teams

Test Engineers

Configuration Mgmt Team

Project Advisory Group

Functional Director

Functional Council

Recent Hires in Yellow

Page 31: Kuali Student Project  Update

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Program Director

Functional Director Experienced industry leader has been hired Responsible for functional strategy and marketing. Will leads

Functional Council

Product Manager Interim hire in place Tactical, delivery team facing role. Leads Core Analysis Team. Made significant headway in tuning our methodology and

formulating a prioritized Product Backlog

Org Update:: Leadership Team

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Development Manager On-board and making a significant impact on all levels of

development

QA Manager On-board. Making significant headway on automated functional

testing

Services Lead Services Architect was promoted to Services Lead Has helped significantly improve Services Design methodology

Org Update:: Leadership Team

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West Coast 1

South AfricaEast

Coast 1

Org Update:: Who Does What

Core

Future: Toronto,

Utah Core Team Objectives• Product is well defined and prioritized

(Product Backlog)• Support product design and development• Delivered Product meets requirements

Parallel Development Team Objectives• Design functionality from Product Backlog• Develop product in short sprints• QA

Page 34: Kuali Student Project  Update

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West Coast 1

South AfricaEast

Coast 1

Org Update:: Core Team

Core

Future: Toronto,

Utah

Core Team

Analysis and User Experience Teams

Technical Team

Services Team

QA Team

Configuration Management (Shared with Foundation)

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West Coast 1

South AfricaEast

Coast 1

Org Update:: Parallel Development Teams

Core

Future: Toronto,

Utah

Parallel Team Roles

Team Lead

Product Owner (SME)

Development Lead

Business Analyst

User Experience Designer

Developer (3+ FTE)

Test Engineer

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Enrollment Methodology Update

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Enr Methodology Update:: Work Breakdown

Modules

KS Curriculum Management

KS Enrollment

KS Accounts

KS Admissions

KS Financial Aid

KS Program Audit

KS Scheduling

Enrollment Functional Areas

Course Offering

Course Registration

Course Assessment

….

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Release

. . .

Develop

(Internal)Milestone

Release

Impl. Inst. Review

Enr Methodology Update:: SDLC

Identify Requirements Release

Course Registration

Public Release

Course Offering

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Sustainability Model

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KS continues to focus on product development, leaves little bandwidth for product sustainment

CM Implementations are in progress at investing institutions

Non-investing institutions are assessing CM implementation

KCAs interested in building KS Consulting Practice

Business Drivers

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Launch a workgroup with representation from KS Core Implementers KCAs

Next Steps

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How Can You Participate on KS?

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Invest in KS by contributing resources

Entitled to seats on the Board and Functional Council

Your institutional needs can influence product strategy formulated by the community

Your resources can form a Parallel Development Team at your institution, developing KS, thereby accelerating KS Releases

Your institution gets access to Founders Releases and insider knowledge to help your KS implementation(s)

Become an Investor

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Developed/Developing an application for your institution? Consider contributing it to KS and leveraging the benefits of community source

Applications developed with Kuali Rice are natural candidates for contribution because Rice is the KS Middleware stack

KCAs looking to build a KS practice can now get jump started by bringing resources at cost to KS

Become a Contributor

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Learn more about Implementing KS Engage with the Implementation Users

Group (IUG) wiki: https://wiki.kuali.org/x/ZgBPCw Forum: [email protected]

Learn more about why & how to participate in development of KS Contact: [email protected]

To Get Started

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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

ENHANCEMENTS

Enhancements are managed via the KS Contribution Model

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

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

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What questions do you have?

?