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Kuali Student Project
       Update
Introductions

     Dan McDevitt
  KS Program Director
   Indiana University


     Carol Bershad
  KS Product Manager
University of Washington


     Rajiv Kaushik
KS Development Manager
  University of Toronto
Agenda
 What is Kuali Student?
    Introduction to Kuali Student
    Overview of Core Functionality
 Who is Kuali Student?
    Founder and Partner Update
 When is Kuali Student being delivered?
    Three-Year Roadmap
    Product Updates
 How is Kuali Student being delivered?
    Delivery Overview
 Questions
What is Kuali Student?


               Dan McDevitt | Indiana University
What is Kuali Student?

Kuali Student is a NEXT GENERATION STUDENT SYSTEM
which is ……

 …….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

 .... HAPPENING!
What is Kuali Student?
Who is Kuali Student?


               Dan McDevitt | Indiana University
Kuali Student Community

Founders                                  Partners
    Naval Post Graduate School               Boston College

    University of California, Berkeley       Indiana University

    University of                            North-West
      Maryland,      College Park              University, South Africa

    University of Southern California

    University of Toronto

    University of Washington

Founders = $~1 M/per year for 5 years….
When is Kuali Student Delivering?


                 Carol Bershad | University of Washington
KS Product Roadmap
KS Curriculum Management

What is this               What features       What is its
module?                    does it have?       status?

Curriculum                                     DELIVERED
                           • Courses and
Management
                             Program
provides the ability to                        Version 1.1
propose, create, modi      • Robust proposal   March 2011
fy and retire learning       process
experiences that are                           Version 1.2
                           • Administrative
part of an institution's                       November 2011
                             CRUD screens
sanctioned
curriculum.                • Analysis of       Now in the “hands”
                             dependencies      of the Community
                             across the
                             curriculum
KS Curriculum Management
 Implementations           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)


 Ongoing support and enhancements

   QUESTIONS                     DEFECTS                            ENHANCEMENTS
                                 Defects submitted and              Enhancements are
   Questions addressed to
                                 tracked in JIRA                    managed via the KS
   Project and Community
                                 https://jira.kuali.org/bro         Contribution Model
   ks.info@kuali.org
                                 wse/KSLAB
   ks.collab@kuali.org
KS Enrollment

What is this             What features     What is its
module?                  does it have?     status?

KS Enrollment                              IN DEVELOPMENT
                         • Course
manages the
                           Registration
enrollment lifecycle                       … by the KS Project
of students once         • Course          Team
admitted to the            Assessment
institution
                         • Program
                           Enrollment
                         • Program
                           Assessment
                         … and many more
                           (stay tuned)!
Institution Facing                                                                              Student Facing

            KS Curriculum        2.People and
                                 Set up Users                                             Manage Info and
                                                                                           2.People and
            Management           Permissions
                                                                                           Preferences
                                                                                           Permissions




                                                                                        9.Academic
                                                                                         Explore
                                                                                        Programs
                                                                                         Planning
                                                                                                                           KS
                            6.Program
                               Offer              Offer
                                                3.Course                                                                Accounts
                            Programs
                             Offering           Courses
                                                Offering


                                                            10.Academic
                                                              Academic          Register for
                                                                                 4.Course        7.Program
                                                                                                   Enroll in             UW My
                                                               Record
                                                                Record          Registration
                                                                                  Courses        Enrollment
                                                                                                  Programs                Plan
KS Scheduling



                                           5.Course
                                             Grade
                                          Assessment
                                            Courses

                                                                                         9.Academic
                                                                                            Plan
                    Setup the                                                            Programs
                                                                                          Planning
                     1. Setup
                   Environment

                                                           Assess Progress in
                                                              8.Program                                              KS Program
                                                              Assessment
                                                               Programs                                                 Audit




                                                                                    KS Enrollment: Framework
KS Enrollment : Roadmap

                             Institution Facing        Student Facing
                1. Set Up

2. People and Permissions

       3. Course Offering

    4. Course Registration

    5. Course Assessment
                                                            ENR Feature Set
                                                            Basic1.0
      6. Program Offering                                   ENR 2.0 and Beyond
                                                            Full Feature Set
   7. Program Enrollment

  8. Program Assessment

    9. Academic Planning
                                                                        ENR 1.0
    10. Academic Record                                                 ENR 2.0 and beyond




                                                  15
KS Enrollment Roadmap:
                  Functional Dependencies
Functional Area          Dependent Module              Strategy
    Course
    Offering
                       KS Curriculum Management         DELIVERED
    Program
    Offering
                                                  3rd Party Integration R25
                             KS Scheduling              (CollegeNET)
     Course
   Registration

    Program                                             Contribution
                             KS Accounts             Sigma System, Inc
   Enrollment

    Program                                         3rd Party Integration
                           KS Program Audit       u.Achieve® (redLantern)
   Assessment

    Academic
    Planning                                            Contribution
                             UW MyPlan            University of Washington


                                 16
UW MyPlan

What is                What features            What is its
UW MyPlan?             does it have?            status?

UW MyPlan is an        •   View enrollment      IN DEVELOPMENT
academic planning          history
tool that makes it                              … as a Contribution
easier for students    •   Explore curricular
                           offerings
to navigate the UW’s
curricular offerings   •   Perform
and achieve their          program audit
academic goals.        •   Project academic
                           plan
                       •   Share with advisor
KS Accounts

What is this             What features       What is its
module?                  does it have?       status?

The Accounts             • Assess tuition    IN DEVELOPMENT
module supports            and fees
the pricing, sale and    • Access to         … as a Contribution
purchase of both           financial
internal and external      planning tools
products (e.g.           • Invoice
courses and                customer
programs) and            • Settle bill
services (e.g.           • Maintain
athletics and library      customer
fees)                      account
                         • Process refunds
KS Accounts
 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 Product Roadmap
How We Are Doing It
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
Architecture
Kuali Student Architecture

                                                Application
                                                  Jquery
Presentation                                    Spring MVC

                        Rapid Application Development Framework (KRAD)

                        Service Contract                       Person       Organization
                             SOAP                               (KIM)          (KOM)
   Service
Layer/ SOA                                                          Rules (KRMS)
                     Service Implementation
                                                                  Workflow (KEW)
                           JAXWS/CXF
                                                                  Notification (KEN)
                                     Kuali Service Bus (KSB)

                                   Data Access Object (DAO)
 Persistence
                                      JPA/Hibernate, OJB
                                              Database
   Database
                                           DB Independent
   Kuali Student
   Kuali Rice



                                           24
Architecture Implications
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
Architecture Implications
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
Expert Review of Architecture
 Recent expert review of architecture validates that
  platform
    Has a solid foundation

    Will be adoptable as production enterprise software

    Will run with appropriate availability/scalability

    Has no "red flag" issues

    Has come areas of concern/improvement
Development Strategy
Phase I – Core Slice

                                              Breadth




                                 PHASE 1 – Foundation (“thin slice”)
Depth




              Course offerings, students, registration, grading, academic record, others




        Manage       Manage                                   Grading, R             Fees, Trans
                                   Learning      Course                     Degree
         Course     People and                                ecord, Tran             fer Credit
                                     Plan      Registration                  Audit
        Offerings     Time                                      script
Phase II- Enrollment 1 Parallel Development

                                            Breadth


        Team A       Team D                   Team B
Depth




                    PHASE 2 – Expand Depth with Parallel Dev Teams



        Team A                                Team B         Team C




        Manage       Manage                                 Grading, R              Fees,
                                 Learning      Course                     Degree
         Course     People and                              ecord, Tran            Transfer
                                   Plan      Registration                  Audit
        Offerings     Time                                    script                Credit
Teams                                                               West Coast 2
           West Coast 1
                                     9
                                                            9

                                                                                        East Coast 1

               9

                                          ANALYSIS                              9
                                 MGMT
                                                     UX
South Africa
                          QA

                                         26



                                                     SVCS
                               DEV                                                  9



                                                                East Coast 2

Team Structure to Support Strategy            31
Parallel Development Teams
 Parallel Development Teams focus
   Application Development

   Broad swath across features

   Minimal UI progressing to richer UX

   Deliver code in three 2-week sprints as part of each Milestone




                               32
Core Team
 Core Team focus
   Overall application design, ensuring one cohesive application

   Service Contracts, including implementation (80/20), allowing
    parallel teams to focus on application development

   Technical Strategy
         Performance
         Scaling
         Database




                               33
Wrap up
Challenges / Opportunities


  Balancing the reality triangle   Resources          Scope




                                                Time
 Software support vs. Software development
            (Evolving Ecosystem)

 Core system being build from ground up vs. based
  off existing system
Get Involved



Round Table on Choosing to Join Kuali Student
          Wednesday, 2:30-3:30pm
               Room 101/102


      Kuali Student Project Round Table
          Wednesday, 4:00-5:00pm
               White River B
Questions?

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Kuali Student Kuali Days 2011 Project Update

  • 2. Introductions Dan McDevitt KS Program Director Indiana University Carol Bershad KS Product Manager University of Washington Rajiv Kaushik KS Development Manager University of Toronto
  • 3. Agenda  What is Kuali Student?  Introduction to Kuali Student  Overview of Core Functionality  Who is Kuali Student?  Founder and Partner Update  When is Kuali Student being delivered?  Three-Year Roadmap  Product Updates  How is Kuali Student being delivered?  Delivery Overview  Questions
  • 4. What is Kuali Student? Dan McDevitt | Indiana University
  • 5. What is Kuali Student? Kuali Student is a NEXT GENERATION STUDENT SYSTEM which is …… …….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 .... HAPPENING!
  • 6. What is Kuali Student?
  • 7. Who is Kuali Student? Dan McDevitt | Indiana University
  • 8. Kuali Student Community Founders Partners Naval Post Graduate School Boston College University of California, Berkeley Indiana University University of North-West Maryland, College Park University, South Africa University of Southern California University of Toronto University of Washington Founders = $~1 M/per year for 5 years….
  • 9. When is Kuali Student Delivering? Carol Bershad | University of Washington
  • 11. KS Curriculum Management What is this What features What is its module? does it have? status? Curriculum DELIVERED • Courses and Management Program provides the ability to Version 1.1 propose, create, modi • Robust proposal March 2011 fy and retire learning process experiences that are Version 1.2 • Administrative part of an institution's November 2011 CRUD screens sanctioned curriculum. • Analysis of Now in the “hands” dependencies of the Community across the curriculum
  • 12. KS Curriculum Management  Implementations 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)  Ongoing support and enhancements QUESTIONS DEFECTS ENHANCEMENTS Defects submitted and Enhancements are Questions addressed to tracked in JIRA managed via the KS Project and Community https://jira.kuali.org/bro Contribution Model ks.info@kuali.org wse/KSLAB ks.collab@kuali.org
  • 13. KS Enrollment What is this What features What is its module? does it have? status? KS Enrollment IN DEVELOPMENT • Course manages the Registration enrollment lifecycle … by the KS Project of students once • Course Team admitted to the Assessment institution • Program Enrollment • Program Assessment … and many more (stay tuned)!
  • 14. Institution Facing Student Facing KS Curriculum 2.People and Set up Users Manage Info and 2.People and Management Permissions Preferences Permissions 9.Academic Explore Programs Planning KS 6.Program Offer Offer 3.Course Accounts Programs Offering Courses Offering 10.Academic Academic Register for 4.Course 7.Program Enroll in UW My Record Record Registration Courses Enrollment Programs Plan KS Scheduling 5.Course Grade Assessment Courses 9.Academic Plan Setup the Programs Planning 1. Setup Environment Assess Progress in 8.Program KS Program Assessment Programs Audit KS Enrollment: Framework
  • 15. KS Enrollment : Roadmap Institution Facing Student Facing 1. Set Up 2. People and Permissions 3. Course Offering 4. Course Registration 5. Course Assessment ENR Feature Set Basic1.0 6. Program Offering ENR 2.0 and Beyond Full Feature Set 7. Program Enrollment 8. Program Assessment 9. Academic Planning ENR 1.0 10. Academic Record ENR 2.0 and beyond 15
  • 16. KS Enrollment Roadmap: Functional Dependencies Functional Area Dependent Module Strategy Course Offering KS Curriculum Management DELIVERED Program Offering 3rd Party Integration R25 KS Scheduling (CollegeNET) Course Registration Program Contribution KS Accounts Sigma System, Inc Enrollment Program 3rd Party Integration KS Program Audit u.Achieve® (redLantern) Assessment Academic Planning Contribution UW MyPlan University of Washington 16
  • 17. UW MyPlan What is What features What is its UW MyPlan? does it have? status? UW MyPlan is an • View enrollment IN DEVELOPMENT academic planning history tool that makes it … as a Contribution easier for students • Explore curricular offerings to navigate the UW’s curricular offerings • Perform and achieve their program audit academic goals. • Project academic plan • Share with advisor
  • 18. KS Accounts What is this What features What is its module? does it have? status? The Accounts • Assess tuition IN DEVELOPMENT module supports and fees the pricing, sale and • Access to … as a Contribution purchase of both financial internal and external planning tools products (e.g. • Invoice courses and customer programs) and • Settle bill services (e.g. • Maintain athletics and library customer fees) account • Process refunds
  • 19. KS Accounts  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
  • 21. How We Are Doing It
  • 22. 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
  • 24. Kuali Student Architecture Application Jquery Presentation Spring MVC Rapid Application Development Framework (KRAD) Service Contract Person Organization SOAP (KIM) (KOM) Service Layer/ SOA Rules (KRMS) Service Implementation Workflow (KEW) JAXWS/CXF Notification (KEN) Kuali Service Bus (KSB) Data Access Object (DAO) Persistence JPA/Hibernate, OJB Database Database DB Independent Kuali Student Kuali Rice 24
  • 25. Architecture Implications 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
  • 26. Architecture Implications 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
  • 27. Expert Review of Architecture  Recent expert review of architecture validates that platform  Has a solid foundation  Will be adoptable as production enterprise software  Will run with appropriate availability/scalability  Has no "red flag" issues  Has come areas of concern/improvement
  • 29. Phase I – Core Slice Breadth PHASE 1 – Foundation (“thin slice”) Depth Course offerings, students, registration, grading, academic record, others Manage Manage Grading, R Fees, Trans Learning Course Degree Course People and ecord, Tran fer Credit Plan Registration Audit Offerings Time script
  • 30. Phase II- Enrollment 1 Parallel Development Breadth Team A Team D Team B Depth PHASE 2 – Expand Depth with Parallel Dev Teams Team A Team B Team C Manage Manage Grading, R Fees, Learning Course Degree Course People and ecord, Tran Transfer Plan Registration Audit Offerings Time script Credit
  • 31. Teams West Coast 2 West Coast 1 9 9 East Coast 1 9 ANALYSIS 9 MGMT UX South Africa QA 26 SVCS DEV 9 East Coast 2 Team Structure to Support Strategy 31
  • 32. Parallel Development Teams  Parallel Development Teams focus  Application Development  Broad swath across features  Minimal UI progressing to richer UX  Deliver code in three 2-week sprints as part of each Milestone 32
  • 33. Core Team  Core Team focus  Overall application design, ensuring one cohesive application  Service Contracts, including implementation (80/20), allowing parallel teams to focus on application development  Technical Strategy  Performance  Scaling  Database 33
  • 35. Challenges / Opportunities  Balancing the reality triangle Resources Scope Time  Software support vs. Software development (Evolving Ecosystem)  Core system being build from ground up vs. based off existing system
  • 36. Get Involved Round Table on Choosing to Join Kuali Student Wednesday, 2:30-3:30pm Room 101/102 Kuali Student Project Round Table Wednesday, 4:00-5:00pm White River B

Notes de l'éditeur

  1. Put it in ABC order so as not to offend…Not sure how to differentiate Founder vs. Partner…
  2. Separation of concernsDeployment flexibility
  3. Think Course Catalog on Steriods….
  4. Think Course Catalog on Steriods….
  5. Think Course Catalog on Steriods….