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Use Mobile Guidebook to Evaluate this Session
What is Kuali and What is a Community
Source System?
Rick SkeelFunctional Director, Kuali Student
SACRAO Annual Conference Raleigh, NC February 2014
What is Kuali?
SACRAO Annual Conference - Raleigh, NC 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?
SACRAO Annual Conference - Raleigh, NC 2014
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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?
SACRAO Annual Conference - Raleigh, NC 2014
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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
Not 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?
SACRAO Annual Conference - Raleigh, NC 2014
What is Kuali Student?
SACRAO Annual Conference - Raleigh, NC 2014
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
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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 incrementally over 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
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Student FacingInstitution Facing
Enrollment Functional Areas
Course Registration
Program Offering
Program EnrollmentProgram
Assessment
Course Offering
Course Assessment
Academic Record
Academic Planning
SetupPeople and Permissions
Course
Program
Common
SACRAO Annual Conference - Raleigh, NC 2014
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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
SACRAO Annual Conference - Raleigh, NC 2014
How is Kuali Student being delivered?
SACRAO Annual Conference - Raleigh, NC 2014
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
SACRAO Annual Conference - Raleigh, NC 2014
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 EnrollmentImplementing
Institution
SACRAO Annual Conference - Raleigh, NC 2014
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
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CM Update - Implementations
University of Maryland In Production
North-West University In Progress
Boston College In Progress
University of Washington In Progress
University of Toronto In Progress
University of Southern California Planned
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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 Highlights
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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
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