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Kuali Student Project Update. Rajiv Kaushik |University of Toronto. Presenter. Rajiv Kaushik Program Director (interim), Kuali Student Director of IT, University of Toronto [email protected]. Welcome University of Utah. Purpose of this Session. - PowerPoint PPT Presentation
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Kuali StudentProject Update
Rajiv Kaushik |University of Toronto
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Rajiv Kaushik
Program Director (interim), Kuali Student
Director of IT, University of Toronto
Presenter
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Kuali Student (KS) Status Update for Audience already familiar with
the project Institutions – large and small Commercial Affiliates (KCA)
Purpose of this Session
5
KS is the largest project within the Kuali Foundation. True or False?
Name all KS Modules
Curriculum Management provides the ability to create class-sections. True of False?
How Well Do You Know KS?
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Institutions will have to wait for all of KS Enrollment to be completed before implementing it. True or False?
How is KS different from all off-the-shelf ERP Student Systems?
KS uses the Service Oriented Architecture (SOA). List benefits of SOA
How Well Do You Know KS?
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Roadmap Enrollment Student Accounts MyPlan Infrastructure
Organizational Update
Methodology Update
Sustainability Model
Questions
Kuali Student Project Introduction
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Roadmap
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KS Product Roadmap
KS Curriculum Management KS Enrollment
KS Accounts KS Admissions
KS Financial Aid
KS Program Audit
KS Scheduling
Delivered In development FutureKIMPeople and Permissions
KRMS Rules
KEWWorkflow
KRADRapid Application Development
rice
Collaborative Functionality
MyPlan
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Program Audit Longer term plan is to develop our own Since Enrollment depends on Degree Audit, interim strategy is to
integrate with a 3rd party product(s) U.Achieve (“DARS”) will be the first 3rd party product to be integrated
with Enrollment UW MyPlan has already been integrated with U.Achieve
Scheduling Enrollment depends on Scheduling Plan is to integrate with 3rd Party Scheduling System
Longer Term Roadmap
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Admissions & Financial Aid Significant interest from most institutions KS Board is actively discussing solution options, including
KS developing its own from scratch or by leveraging existing products/intellectual property
A high-level product strategy will likely be available in 2013
Stay Tuned… If you have an interest in these modules, please contact KS
Longer Term Roadmap
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Development Update
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Collaborations with Rice(KRMS, KIM, KEW, KEN, KRAD)
2 0 1 1 2 0 1 2 2 0 1 3 2 0 1 4
MyPlan Year 1
Enrollment
Not on this KS roadmap: Financial Aid, Admissions, Scheduling, Program Audit
1.2
Accounts
MiddlewareKS Core Development
Community Contribution
Curriculum Manageme
nt1.1
Student Accounts
KS Delivery Strategy and Timeline
2.0
Live at UW
Curriculum Management
KS Release
Course OfferingCore Slice
Course Registration
….
Founders Releases
MyPlan Year 2
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CM Release 1.2 is available http://kuali.org/downloads
CM Release 2.0 available this calendar year Code is already available if you are starting implementation
CM Sustainability Model is being formulated. Will Include: Support and Maintenance plan Contribution process CM Roadmap
CM Update:: Releases
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CM Update:: Delivered Scope
?Courses Create
Programs
Modify
RetireLearning Unit
Proposal Process
Administrative Screens
Group
View
CatalogIdeas Analyze
Curriculum Management
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CM Update:: Implementations
University of Maryland In Production
UC Berkeley Phase 1 In ProductionPhase 2 In Progress
North-West University In Progress
Boston College In Progress
University of Washington In Progress
University of Toronto In Progress
Naval Post Graduate School In Progress
University of Southern California Planned
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Student FacingInstitution Facing
Enrollment Update:: Scope
Course Registration
Program Offering
Program EnrollmentProgram
Assessment
Course Offering
Course Assessment
Academic Record
Academic Planning
SetupPeople and Permissions
Course
Program
Common
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Thin slice (“Core Slice”) of Enrollment was completed in 2011 Resulted in foundational design for the large body of Enrollment
We are now 9 months into developing Enrollment
Frequent releases via deep dive into a functional area at a time
Delivered Setup:: Academic Time Periods, Registration Appointments People and Permissions: Manage Populations
Enrollment Status
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In Progress Course Offering is about 35% complete Course Offering available in 2013 Course Registration available in 2014
Resources 2 Parallel Teams and 1 Technical Team
Not all teams started at the same time 12-16 positions vacant at any given
time
Enrollment Status
Course Off
Course
Reg
rest of
Enr
Enrollment Scope
For illustrative purposes only
Enr 1 in 2014 (3 years later), Enr 2 afterwards
Enr 1 will be the basics of Enrollment, Enr 2 will be the vision
Enr 1 product strategy was “Broad versus Deep”
To be developed by 5 Parallel Teams
An implementable release of Enrollment every year
Course Offering in 2013 Course Registration in 2014
Each Release is a deep-dive into a Functional Area
Changes to Enrollment Roadmap
2011 2012
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An implementable Release each year
Enrollment Release schedule is meant to reflect a logical implementation sequence: CM -> Course Offering -> Course Registration -> …
Institutions should begin implementing CM first
What Does This Mean For KS Community?
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Feedback from Institutions that Enr 1 will not be enough functionality for an institution to implement Enrollment till Enr 2 (2015+)
AKS report recommended we have more frequent Releases focused on a functional area at a time, Releases which are implementable versus “erector set of functionality”
Drivers of Change
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Advanced Course Searches with filtering Save Courses of interest Create multi-Quarter Course Plan informed
by degree audit Share Plan with Advisers Compare requirements across multiple
programs Develop and maintain a back-up plan Shared sample plans that can be used as
templates Plan for non-course activities Pre-registration planning
MyPlan Update:: Scope
* Currently being evaluated as a core part of KS Product offerings
Academic Planning Tool for Students Developed by UW *
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Delivered First phase is already live at
the UW Proves that KRAD works
In Progress Second phase is in
development at the UW Contribution to KS planned
for next year
Resources MyPlan Developed by UW
resources funded by the UW
MyPlan Status
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Receivables Management Payment Billing Fee Management Third Party Billing Collections Management
KSA Update: Scope
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KSA under development as a contribution by KS Partner, Sigma Systems
Delivered Fee Management Prototype
In Progress Overall 63 % complete Phase 1 is on track for a Founder Release in April 2013 Phase 1 Scope: Core Receivables, Integration with Financial Systems Phase 2: Founder Release in July 2013
Resources Developed by Sigma resources funded by the UMD and USC
KSA Update:: Status
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Infrastructure Update: Technical Architecture
Kuali StudentKuali Rice
KS Service API
KS Service Implementation
Rapid Application Development Framework (KRAD)
UI
Client Browser
Application
KS Database Rice DatabaseDatabase
KS Data Access Object (DAO)Persistence OJB
Service Layer/ SOA
Kuali Service Bus (KSB)
Permissions(KIM)
People(KIM)
Rules (KRMS)
Workflow (KEW)
New!
New!
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Collaborated with Kuali Rice to design and develop KRAD, a UI Framework for creating a Rich User Experience KRMS, a Business Rules Management system
KRAD is being used by KS Enrollment UW for MyPlan U of Toronto for a Course Search web application
Any institution can start using KRAD to develop Rich Web Applications
Infrastructure Update: Rice KRAD and KRMS
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Organizational Update
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Org Update:: Org Structure
Program Director
Board
QA Manager
Product Manager
Development Manager
Services Team
Parallel Development
Teams
Technical Architect
Analysis and User Experience
Teams
Test Engineers
Configuration Mgmt Team
Project Advisory Group
Functional Director
Functional Council
Recent Hires in Yellow
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Program Director
Functional Director Experienced industry leader has been hired Responsible for functional strategy and marketing. Will leads
Functional Council
Product Manager Interim hire in place Tactical, delivery team facing role. Leads Core Analysis Team. Made significant headway in tuning our methodology and
formulating a prioritized Product Backlog
Org Update:: Leadership Team
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Development Manager On-board and making a significant impact on all levels of
development
QA Manager On-board. Making significant headway on automated functional
testing
Services Lead Services Architect was promoted to Services Lead Has helped significantly improve Services Design methodology
Org Update:: Leadership Team
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West Coast 1
South AfricaEast
Coast 1
Org Update:: Who Does What
Core
Future: Toronto,
Utah Core Team Objectives• Product is well defined and prioritized
(Product Backlog)• Support product design and development• Delivered Product meets requirements
Parallel Development Team Objectives• Design functionality from Product Backlog• Develop product in short sprints• QA
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West Coast 1
South AfricaEast
Coast 1
Org Update:: Core Team
Core
Future: Toronto,
Utah
Core Team
Analysis and User Experience Teams
Technical Team
Services Team
QA Team
Configuration Management (Shared with Foundation)
35
West Coast 1
South AfricaEast
Coast 1
Org Update:: Parallel Development Teams
Core
Future: Toronto,
Utah
Parallel Team Roles
Team Lead
Product Owner (SME)
Development Lead
Business Analyst
User Experience Designer
Developer (3+ FTE)
Test Engineer
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Enrollment Methodology Update
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Enr Methodology Update:: Work Breakdown
Modules
KS Curriculum Management
KS Enrollment
KS Accounts
KS Admissions
KS Financial Aid
KS Program Audit
KS Scheduling
Enrollment Functional Areas
Course Offering
Course Registration
Course Assessment
….
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Release
. . .
Develop
(Internal)Milestone
Release
Impl. Inst. Review
Enr Methodology Update:: SDLC
Identify Requirements Release
Course Registration
Public Release
Course Offering
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Sustainability Model
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KS continues to focus on product development, leaves little bandwidth for product sustainment
CM Implementations are in progress at investing institutions
Non-investing institutions are assessing CM implementation
KCAs interested in building KS Consulting Practice
Business Drivers
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Launch a workgroup with representation from KS Core Implementers KCAs
Next Steps
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How Can You Participate on KS?
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Invest in KS by contributing resources
Entitled to seats on the Board and Functional Council
Your institutional needs can influence product strategy formulated by the community
Your resources can form a Parallel Development Team at your institution, developing KS, thereby accelerating KS Releases
Your institution gets access to Founders Releases and insider knowledge to help your KS implementation(s)
Become an Investor
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Developed/Developing an application for your institution? Consider contributing it to KS and leveraging the benefits of community source
Applications developed with Kuali Rice are natural candidates for contribution because Rice is the KS Middleware stack
KCAs looking to build a KS practice can now get jump started by bringing resources at cost to KS
Become a Contributor
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Learn more about Implementing KS Engage with the Implementation Users
Group (IUG) wiki: https://wiki.kuali.org/x/ZgBPCw Forum: [email protected]
Learn more about why & how to participate in development of KS Contact: [email protected]
To Get Started
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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
ENHANCEMENTS
Enhancements are managed via the KS Contribution Model
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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What questions do you have?
?