What is Kuali? Phil McKown Projects Administrator Kuali Foundation 5th Annual Conference on Technology & Standards

What is Kuali?

Phil McKownProjects Administrator

Kuali Foundationwww.kuali.org

5th Annual Conferenceon Technology & Standards

What is Kuali?

To find out, you can start right here → kuali.org

What is Kuali?

Even better .. Go here! kuali.org →

Sure, but what is Kuali?


• A comprehensive suite of administrative applications for Carnegie Class institutions –



designing



designing

developing



designingdeveloping

sustaining



designingdevelopingsustaining

evolving



designingdevelopingsustainingevolving

• Collaborations of colleges, universities, commercial firms, and interested organizations



designingdevelopingsustainingevolving

• Collaborations of colleges, universities, commercial firms, and interested organizations

Who is Kuali?

You could be here!

Kuali Commercial Affiliates

Why is Kuali?

• Higher Education wants enterprise administrative applications that satisfy institutional requirements.

Why is Kuali?


• Institutions want interoperable modules of functionality, and to pick and choose among them.

Why is Kuali?



• Partners want to have a say in what applications do, how they do it, and who makes them.

Why is Kuali?




• Everyone wants Free Software, and it has to be reliable, flawless, and easy to use.

Why is Kuali?


• Institutions wants interoperable modules of functionality, and to pick and choose among them.


• Everyone wants Free Software, and it has to be reliable, flawless, and easy to use.

Kuali Has Core Principlesin Designing

1. Do not start with a blank sheetStart from an established legacy system or at least best of breed components

2. The features in an application are “functionally-driven”

Functional experts set the priorities and determine what gets done.

3. Applications are not showcases for technology.They are delivered online in a standard browser.

Kuali Has Core Principlesin Developing

4. Collaboration and consensus may be inefficient, but they deliver superior product.

5. Development teams use industry standard tools

Only they can estimate the resources required.

6. Quality can be assured only when thorough testing is built into the schedule and done.

Kuali Has Core Principlesin Producing

7. Build in shared functionality with common components.

Shared infrastructure is difficult but rewarding.

8. Release applications with incremental advances at optimal intervals.

9. Document, document, document.

The Reality Triangle

The Reality Triangle

McKown’s Maxim:

“You are always in

the Reality Triangle”

The Kuali Projects

• In the Beginning…

the “Kuali Project” started in January, 2005.

• By its “Kuali Test Drive” demonstration release in March, 2006, it had become KFS: Kuali Financial Systems

• KFS is based on FIS: Financial Information Systems client/server application developed at Indiana University in mid 1990s.

KFS: Kuali Financial Systems


Release 1.0 – Oct 06

Three “Core” modules and common “Nervous System” infrastructure

Release 2.0 – Nov 07

• Contracts & Grants

• Purchasing / Accounts Payable

• Labor Distribution


Release 3.0 – Dec 08

• Accounts Receivable

• Capital Assets

• Effort Reporting

• Budget Construction

Release 4.0 – Kuali Foundation

The KFS Partners

University of Arizona

University of CaliforniaUC DavisUC IrvineUC Santa Barbara

Colorado State University

Cornell University

University of Hawaii

Indiana University

University of Maryland

Michigan State University

NACUBO

The rSmart Group

San Joaquin Delta Community College

KFS Timeline

The Kuali Projects

• Then there were two…

The KRA: Kuali Research Administration started in January, 2007.

• KRA is based on Coeus Professional and Coeus Light applications developed at MIT.

KRA: Kuali Research Administration


Release 1 – Jul 08• Proposal & Budget Development

• Grants.gov

Release 2 – Aug 09• IRB / Human Participants

• Awards

• Conflict of Interest


Release 3 – Sep 10

• Animal Care and Use

• Negotiations

• Subcontracts

Release 4 – Oct 11

• Bio-Safety

• Export Controls

• Chemical Tracking

The KRA Partners

University of Arizona

University of California at Davis

Coeus Consortium

Colorado State University

Cornell UniversityWeill Medical College

Huron Consulting Group

Indiana University

Massachusetts Institute of Technology

Michigan State University

KRA Timeline

The Kuali Projects

• Now there are three…

The KS: Kuali Student started in July, 2007.

• KS is based on Student Services components and designs developed at University of British Columbia.

An Open Source Student System:It is coming

What is Kuali Student?

New generation Student Services System

• “Student-centric” - built to support students and administrators from any institution

• Modular – open source – standards-basedFlexible, scalable design

Built to accommodate dynamic learning environment

• Service-Oriented Architecture delivered through web services

What is Kuali Student?

• Five year development plan: 2007 - 2012

• Community-source project

Team consists of founder and partner institutions

Participation opportunities are available!

• Current Participants:

Why KS Now?

• Many student service systems do not meet current needs

• Vendor solutions may not be the answer

• Development of in-house systems is challenging

Increasingly complex technology requires specialized resources

Why KS Now?

Competing for scarce IT resources in a constrained market

User requirements and expectations increasing rapidly

Budgets and funding are constrained

• We can build systems that do more for users

• Collaboration and open source

development does work

Kuali Student will...

Support end users

Support a wide range of learners and learning activities

Support a wide range of business processes

Make it easier to change processes

Deliver a product based on services

Be sustainable through community source development and adoption

KS: Kuali Student

Tier 1

• Curriculum Development

• Customer Contact

• Enrollment

• Degree Audit and Academic Evaluation

• Student Financials

KS: Kuali Student

Tier 2

• Admissions

• Scheduling

• Awards and Financial Aid

• Concierge

KS: Kuali Student

Tier 3

• Recruitment

• Event Management

• Housing

• Athletics

• Alumni

• Family Financial Planning

• Elections

• Student Life

The KS Partners

University of British Columbia

University of California at Berkeley

Florida State University

University of Maryland at College Park

Massachusetts Institute of Technology

San Joaquin Delta Community College

KS: Kuali Student

The Kuali Projects

• All served on a bed of Kuali Rice… KRice grew out of the original KFS

Nervous System in mid 2005.

• Kuali soon realized that there are common components among several or all projects

• Common code can be developed to share

(☺) or developed in duplicate (☹).

KRice: Kuali Rice Infrastructure

The Grains of Rice ...

KIM: Kuali Identity Management – authentication of persons, roles, etc.

KNS: Kuali Nervous System – common services

• data dictionaries

• lookups and inquiries

• maintenance documents

• note and attachment features

• custom attributes

• pluggable business rules


KSB: simple service bus aimed at easy integration in a service-oriented architecture

KEW: Kuali Enterprise Workflow• eDocs = electronic

documents• routed online to browser• routing sequence set by

business rules

• Route Log = audit trail• workgroups• delegation• all elements maintained

in eDocs


KEN: Kuali Enterprise Notification – secure communications broker for institutional business

KOM: Kuali Organization Management – hierarchical organizations, generic hierarchical structures

KEW: Kuali Enterprise Workflow


KRice initially delivered as APIs for Kuali project developers

Now moving to distributed web servicesRelease 0.9.1 – Jul 07

• Prototyping tool

Release 0.9.2 – Feb 08• Used in KFS Release 2

Release 1.0 – Sep 08• Incorporated into future KFS, KRA, and KS

How is Kuali Organized?

What is the Kuali Foundation?

Take another look at www.kuali.org

How is a Kuali Project Organized?





So What About Standards?

After all …


Kuali Projects are developed on industry standards:

• J2EE: Sun Java 2 Enterprise Edition

• JDK: Sun Java Development Kit

• SOA: Service-Oriented Architecture

• XML: eXtensible Markup Language

• Eclipse with Web Tools

• Tomcat: Application Server

• Apache 2: Web Server


Kuali Projects are developed on industry standards:

• Oracle and MySQL: Database Client

• Linux: Operating System

• SVN: Subversion Code Management

• Anthill Pro and Bamboo: Continuous Integration

• Ant and Maven 2: Application Build and Deploy

• Fisheye: Code Repository Viewer


Kuali Projects are tested on industry standards:

• JMeter: Performance Testing

• JUnit: Unit Testing

• Clover and Emma: Code Coverage

• PerformaSure and YourKit: Profiling


Kuali Projects are designed and documented on industry standards:

• Confluence: Documentation

• Jira: Issue Tracking

• Word: Functional Specifications

• Visio and Erwin: Data Modeling

• PerformaSure and YourKit: Profiling

• Excel and Project: Project Management


Kuali Projects live in a new standard:

Community Source• Collaboration: Confluence of the best and

brightest

• Governance: Consistent and transparent processes and management

• Dedicated Resources: Tendered by Partners and managed by Project Managers

• Subject Matter Experts: Functionality is defined by the institutional power users



Community Source

• Support: The Kuali Foundation delivers support and oversight

• Industry Standards: Proven tools used across teams: “Kuali Architecture and Development Standards”

• Experience: Project staff become the internal experts for institutional implementation and support



Community Source

• Sakai: Sister community source project for Instructional Content Management

• Higher Education:• KS Leadership is following PESC standards on

Core, Course Description, and Transcript

• JISC: Joint Information Systems Committee

• JA-SIG: Java Community Source Conference

The Software is Free – so why join?

Software is a fraction of the total cost …

• Implementation

• User Support

• Institutional Customization

• Resources

… all cost, dearly.

The Software is Free – so why join?

• Becoming an active member …

Kuali Projects

Kuali Foundation

…is the least expensive way to grow these resources at home

• Participation buys influence

The Kuali Community

The Kuali Community shares

its expertise and honors yours.

Thank you

Phil McKown

[email protected]

So What is Kuali?

So What is Kuali?

3-Ring Kwali Range

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9 Bean Curry

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So What is Kuali?

Brush Quale Dan Quayle

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Koala Bear

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So What is Kuali?

Kuala Lumpur, Malaysia

So What is Kuali?

So What is Kuali?

Kuali is loosely translated from the Malay language into English to mean "humble utensil that plays an important role in the kitchen."

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What is Kuali? Phil McKown Projects Administrator Kuali Foundation 5th Annual Conference on Technology & Standards