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iCampus Going Live at Illinois State University Michael Erdely - [email protected] Arturo Ramirez - [email protected]

ICampus Going Live at Illinois State University Michael Erdely - [email protected] Arturo Ramirez - [email protected]

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Page 1: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

iCampus

Going Live at Illinois State University

Michael Erdely - [email protected]

Arturo Ramirez - [email protected]

Page 2: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Illinois State University

• Founded 1857, first public University in Illinois

• Public, coeducational, and residential

• 160 undergraduate major/minor options in six colleges

• 37 master programs, 2 Specialists, 7 Doctoral

• 850 acre campus is located in central Illinois, the communities of Normal-Bloomington

• Fall 2002 enrollment, approximately 17,500 undergraduates and 2,500 graduates

• http://www.ilstu.edu/

Page 3: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Why go with a Portal

• Educating Illinois strategic action plan – “Building a Technology Friendly Campus”

• Create an alternative personalized view of available services

• Homepage running out of real state space

• Need for virtual one-stop student services

• The purpose of going to a hardware store to buy a drill bit is not to own the bit but to make the hole …

Page 4: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Why go with uPortal

• Open source framework for presenting aggregated content

• Easiest route for adding value to existing systems

• Commercially supportable

• Based on XML/XSL transformations

• The only open source portal developed by and for universities

• Available content

Page 5: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

State of affairs of iCampus

• iCampus Demo– What is in iCampus

– What can students see

– What are all the channels

– Why go with some UNICON channels

• Current usage stats (Grades, Elections, Registration)

Page 6: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Login

Page 7: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Home

Page 8: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Redbird

Page 9: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Transactions

Page 10: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Schedule

Page 11: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Schedule/Map

Page 12: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Text Books

Page 13: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Grades

Page 14: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

GPA2

Page 15: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Financial Aid

Page 16: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Financial Aid

Page 17: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Financial Aid

Page 18: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Financial Aid

Page 19: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Email

Page 20: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Registration

Page 21: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Registration

Page 22: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Registration

Page 23: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Registration

Page 24: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Registration

Page 25: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Registration

Page 26: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Registration2

Page 27: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Campus Life

Page 28: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

People Search

Page 29: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Voting

Page 31: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

State of Affairs - Statistics

• Logins

– At peak times between 700-1200 users login every hour

• Voting

– 4000 student surveys completed (36 hrs span)

• Grades

– 7000+ users checked their grades through the portal within 48 hrs of being posted

• Registration (Sessions w/ 200 users aprox.)

– 3,120 hits in one hour – almost 1 per second

Page 32: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

How did things work before iCampus

• Student Information Access System (SIAS)– Mainframe sessions: fast and reliable

• Cumbersome interface

• Accessible through TN 3270 emulator screens

• Messages / errors had to be brief – Information restricted to 80 chars per line

• Services that just weren’t available before– Redbird card, GPA Calculator, Financial aid awards accept/decline

system

Page 33: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

SIAS Terminal - Login

Page 34: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

SIAS Terminal - Menu

Page 35: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

SIAS Terminal - Registration Menu

Page 36: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

SIAS Terminal - Registration

Page 37: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

SIAS Terminal - Schedule

Page 38: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

SIAS Terminal - Course Directory

Page 39: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

SIAS Terminal - Postal Address

Page 40: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

State of Affairs - Campus Services

• Campus Services

– Well organized but at times nowhere to be found

– Departments changing links to their own pages

– In general, did not provide custom information

– Needed individualized attention

– High dependency on individual department’s own resources

Page 41: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

State of Affairs - Web

Page 42: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Risks

• uPortal was in beta version at the time that iCampus work started

• Technology curve was steep

• Not enough buy in from the entire campus

• How can we import legacy data

• What if project failed

• Do we want real time data presented to the students

• Campus services are more visible so if something goes down people will notice

Page 43: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Engaging different departments

• How do you get other departments to buy into this idea– Proving iCampus Portal reliability and success (Elections)

– Saving them money (Eliminating mass mailings)

– Less headaches for staff

– Portal can get data across to the students in real time

• Initial reaction against a consolidated portal – It’s my data! Mine, mine, mine!!!

– It’s my hardware, my servers, my network!!!

Page 44: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Planning - History

• Planning phase - (Spring ‘00 – Spring ‘01)– Committees work: Have a good plan before coding (users first,

tech issues later)

• Prototype phase – (Fall ‘01)– Focus on a small population and do extensive testing– Initial development and first online test

• Going Live – (Summer ‘02)– 3000+ new freshman used for Preview program– More features than conservative planning proposed

• Today – (Summer ‘03)– All 20K+ students, faculty and staff have access

Page 45: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Planning - Committees

• Executive Development Group

• Oversight Planning Committee

• Development Team (16 campus staff)

• Content Committee

• E-commerce Committee

• Digital Imaging Committee

• Student Portfolio Planning Group(s)

• Faculty Staff Portal content

• LDAP Committee• ECAT

Page 46: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Planning - Groups

• AIS (data and data delivery)

• CISS (infrastructure)

• IWSS (front end and features)

• Registrar/admissions (SIAS one-stop)

• Campus community (content committee & focus groups)

Outside consulting• IBS Interactive Business Solutions/UNICON (uPortal

consulting and programming)

Page 47: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Planning - Channels

• How to come up with channels

– Content Committee analyzed campus needs

– Comes up with Initial list of 42 channels

– List reduced to 15 possible roll out channels

– Channel approvals go through Portal Content Committee before developers get anything going

Page 48: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Planning - Consulting Services

• Why UNICON

• Invaluable Experience – Wrote the initial uPortal prototype

– Heavily involved in uPortal management and development

– J2EE solutions for higher ed. since 1997

– uPortal Applications & Content

– uPortal Professional Services

– uPortal Training

Page 49: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Planning - People

• How many employees to go with– Relative to budget, campus commitment

• Training– uPortal training for portal developers and outside departments

– Common technologies (i.e. XML) training among developers from diverse fields Web, Mainframe, etc

• Focus groups– Basic load test

Page 50: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Planning - Money

200kConsultingMentoringTraining

100kHardware

80kReassignedStaff

80kNewPositions

50kMisc.

Budget: 500K

Page 51: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Marketing iCampus

• Focus groups – Users helping to identify what works and what doesn’t

• Preview program sessions– Great testing opportunities

• Home page visible link– Portal does not replace Home page– They complement each other

• Importance of graphic design – Make portal pages appealing to student population

Page 52: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Legacy System Integration

• Business logic – mainframe programs

• EAGLE – University of Florida– Enhanced Application Generation Language for the Enterprise

– Enables Internet access to mainframe databases and CICS resources

• Pros / cons

– Lack of experience using EAGLE

– Plenty experience using CICS (Cobol) queries that incorporate business logic

Page 53: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Business Logic

• A web developer’s dream• Keep business logic out of the iCampus portal!• Get XML from the outside all the time, anytime!

• Input : Simple form

• Output : XML <SCHEDULE_COURSE>  <COURSE_DEPARTMENT_NBR>412</COURSE_DEPARTMENT_NBR>   <COURSE_DEPARTMENT_ABBR>BSC</COURSE_DEPARTMENT_ABBR>   <COURSE_DEPARTMENT_NAME>Biological Sciences</COURSE_DEPARTMENT_NAME>   <COURSE_NUMBER>101</COURSE_NUMBER>   <COURSE_SECTION>014</COURSE_SECTION>   <COURSE_REFERENCE_NBR>220121</COURSE_REFERENCE_NBR>     <COURSE_LONG_TITLE>Fundamental Concepts In Biology</COURSE_LONG_TITLE>  

Page 54: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Channel Implementation

• In the beginning– Started off by gathering data from different sources (static channels)– Later, applications read and write to the mainframe (interactive)– Minimal documentation

• How are we building new channels– Trying to incorporate system requirements and documentation– More intensive testing and realistic time frames

• What has changed between now and then– iCampus is well known– Groups and departments want their content (own channel) in the portal– Anything goes wrong, you will know right away, everyone will

notice!

Page 55: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Development Lifecycle

• Phase 1 -Identify possible content, target user groups and data sources for the channel

• Phase 2 -Decide what is the best method to bring content into iCampus (XML being the preferred way)

• Phase 3 -Review simple requirements specification (Managers/Developers)

• Phase 4 -Create an initial XML document with basic content for the channel

• Phase 5 –Test channel in developer’s box and refine XML according to customer needs – Use CVS system!

• Phase 6 –Move channel to Q&A so customer and others can review it and make comments (test using focus groups)

• Phase 7 Load test in Q&A

• Phase 8 Roll out to production servers

Page 56: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Roll out strategies

• Initial– Good stickies (need really useful things)

– Small roll out size

• Current– Require access but have backups ready

– Expand target audience

– Advertise

• Future– Staff and faculty content

– Expanded documentation

Page 57: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Hardware

Load Balancer/SSL EncryptionEngine

Database

Other BackendSystems

Apache/Tomcat/mod_jk/uPortal

Page 58: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Lessons Learned

• Documentation is important – Developers think they can live without it

• Collaboration works– Communication among groups (JA-SIG, Universities, UNICON,

students) is crucial to identify problems and possible points of failure

• Keep code separated (independent) from uPortal framework– Prevention mechanism so you won’t be out of the loop when new

uPortal features are incorporated

• Users feedback is very important ([email protected]) – If you answer the questions and attend their requests they’ll keep

coming

Page 59: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Lessons Learned

• A portal may enforce extra effort for data keepers– Info available 24/7

• People should do what they know – Owners of content are responsible for their content not display

– Developers are not responsible for display

– Designers are not responsible for code

• iCampus becomes center of attention – Thinking about becoming involved with the portal?

• You will get blamed for everything (even when external data sources go down or not available)

Page 60: ICampus Going Live at Illinois State University Michael Erdely - mjerdely@unicon.net Arturo Ramirez - aramir@ilstu.edu

Questions

?