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What is Going on with Kuali?
Jennifer FouttyExecutive Director, Kuali Foundation
What is Kuali?
Open source administrative softwareFor higher ed, by higher ed
Enterprise-scale
Happy 5th Birthday!
Chronicle of Higher Ed – Nov 2009
NACUBO Business Officer – Feb 2010
Kuali Organization
New Member Institutions
University of Virginia
North West University (South Africa)
University of Illinois
Brown University
• Australian National University• Boston University• Bradley University• Brown University• Carnegie Mellon University• Colorado State University• Cornell University• Indiana University• Indiana University Foundation• Iowa State University• Marist College• Massachusetts Institute of Technology• Michigan State University• NACUBO• Naval Postgraduate School• North West University (South Africa)• Pennsylvania State University• Research Foundation of the City of New York
•San Joaquin Delta Community College• The University of Arizona• University of British Columbia• University of California- President's Office• University of California-Berkeley• University of California-Davis• University of California-Irvine• University of California-Santa Barbara• University of California-San Diego• University of Hawaii• University of Illinois• University of Maryland• University of Southern California• University of Toronto• University of Vermont• University of Virginia• University of Washington• West Virginia University
Kuali Member Institutions
Kuali Commercial Affiliates
New 2009
Indianapolis Indianapolis Tucson St. Louis Tempe Chicago Newport Beach
San Antonio
Fall 2005 Spring 2006 Fall 2006 Spring 2007 Fall 2007 Spring 2008 Fall 2008 Fall 2009
0
100
200
300
400
500
600
120 133
221 195
336
415
532 550
Kuali Days Attendance
New Meetings Approach
1. Kuali Days – Fall It becomes a user conference
2. Kuali Workshop – Spring For community F2F meetings only
New Kuali Projects
Kuali Open Library Environment (OLE)
$2.38 Million Grant from Andrew Mellon Foundation
OLE Investors
• Indiana University• Florida Consortium (FC) (University of Florida Lead)• Lehigh University*• Triangle Research Libraries Network*
• Duke University*• North Carolina State University*
• University of Chicago*• University of Maryland• University of Michigan*• University of Pennsylvania*
* New to Kuali
Kuali Ready
Business Continuity & Disaster Recovery Planning
SaaS Subscription
Kuali Ready Founders
• University of California Berkeley• Indiana University• University of British Columbia• Penn State University• University of Southern California• Delta College• California State University• Tufts University• University of Toronto
Implementations
• KFS– CSU: Big Bang on 7/1/09– San Joaquin Delta: Phased beginning on 7/1/09– IU: General Ledger, Labor Ledger in Feb 2009
• Used to test year-end processing
– Naval Postgraduate School: Sept 2009– USC: some modules beginning Fall 2009
Implementations
• Rice– UC Davis: academic merit/promotion system– San Joaquin Delta: time workflow– Cornell: PDF workflow– IU: overall administrative workflow– Others ??
• Inside community• Outside community
Kuali Coeus:Upcoming Releases & Implementations
• NOTE: THESE DATES ARE TENTATIVE– Release 2.0 next month (all core functionality)– Coeus equivalency in the core by Dec 2010– Full equivalency by Dec 2011– Merging with Coeus organization as soon as
possible– Implementation of one or more modules this
year: UC Irvine, UC Berkeley, UC Davis, Indiana, Colorado State, Arizona
Kuali Student Update
• Release 1.0– Will be delivered as a ‘Founders’ Release– Schedule date is early April 2010
• Release 2.0– Delivers core functionality for records– Will likely be implemented by Berkeley, Maryland
first– Planning underway about scope and timeline
We’ve done some things right
• Disparate institutions CAN agree on software design
• Distributed teams can build enterprise-scale software
• Commercial partners can get involved in this model
• It really does work!• We can extend it to other models, such as Saas
We’ve had some issues
• The economy– On the upside, more interest– On the downside, one of our partners has been
forced to withdraw– We are communicating that open source allows
saved costs and control of destiny
We’ve had some issues
• Governance– We’ve made some tweaks in the projects– For example:
• Updated Rice charter to balance investing partner and application project influence
• Updated positions and governance may be forthcoming in Student to reflect the changes in the cycle of the project
• Updated Kuali Coeus timeline to facilitate merger with Coeus community
We’ve had some issues
• Implementations– On the upside, we have had successful
implementations and will have many more this year
– On the downside, resources of partners are stretched to continue to develop the code, while implementing the system on campus
We’ve had some issues
• Need to develop a new contribution model beyond our original approach
Contribution Model
• Purpose– Historically, Kuali has been “community source”– Want to begin leveraging resources more widely– Must maintain quality
!! CFOs require that debits & credits balance– Want to learn from other open source models
Contribution Model
• Approach– Create an open and public web site for
contributions– Use open tools to manage the process– Create ‘Levels of Trust’ for communication purposes– Code that is incorporated in an official release must
meet Kuali standards– This is still under discussion and should be
published later this year
