Sakai Community and Technology Update SUNY WIZARDS CONFERENCE, 01 MARCH 2006 ANTHONY WHYTE SAKAI FOUNDATION / UNIVERSITY OF MICHIGAN

Sakai in Ten Minutes WHAT IS SAKAI? A COMMUNITY — a growing international alliance of universities, colleges and commercial affiliates working in open partnership with standards organizations like IMS and OKI and other initiatives like OSP's ePortfolio and JA-SIG's uPortal to develop open source enterprise-wide software applications to enhance collaboration, research and teaching within the higher education and research communities. A FOUNDATION — the Sakai Project, supported generously by the Mellon and Hewlett Foundations and a number of founding members of Sakai, has given way to the non-profit Sakai Foundation, a community-funded and community-sustaining institution fostering innovation and a common, open approach to software development and distribution. A FRAMEWORK — The Sakai Collaboration and Learning Environment (CLE) is an open-source, extensible framework for building and deploying enterprise-wide collaboration, teaching and research tools and services. It supports a variety of constituencies within higher education and beyond-- students and instructors, researchers, project teams and work groups. Sakai's CLE offers interoperability, reliability and scalability in a system that is free to acquire, use and modify. AN IRON CHEF — the famous Hiroyuki Sakai Kitchen analogy favored by SUNY participants -- IRON CHEF rules

Why choose Sakai? COMMUNITY SOURCE MODEL — THE VALUE PROPOSITION Academic Institutions Control your own destiny — share in software development, distribution and ownership and sidestep limitations imposed by proprietary software. Leverage leadership in teaching and learning — harness the intellectual capital resident within higher education to produce innovative software solutions for higher education. Get back more than you give — achieve developmental economies of scale and cost savings implicit in inter-institutional cooperation and collaboration. Higher education knows the problem space. Commercial Organizations Gain new clients — establish and deepen business relationships within a growing academic community of Sakai adopters. Enhance brand/name recognition — leverage the growing interest in open source software solutions in general and Sakai in particular to elevate one’s business profile in the marketplace. Generate revenue — develop new revenue streams by providing goods and services to the Sakai community (e.g., implementation and integration, consulting, hosting and support services, custom tool development).

The Sakai Project A BIT OF HISTORY, 2003-2005 Sakai 1.0.0 Founding members — the University of Michigan, Indiana University, MIT, Stanford University in partnership with uPortal and the Open Knowledge Initiative (OKI). Goals — implement Sakai, adopt Open/Open licensing, share software ownership, contribute 5+ team members under board direction for two years; build community; secure funding, achieve sustainability. Funding — $4.4 million by institutional staffing (27 FTEs), $2.4 million Mellon and $300,000 Hewlett grants, additional investment through partners. Releases — 1.0 (Oct 04); 1.5 (Mar 05); 1.5.1 (May 05); 2.0 (June 05); 2.0.1 (Aug 05); 2.1 (Dec 05; 2.1.1 (Feb 06). Sakai 1.0.0

Sakai Community Diverse, robust and growing (100+) New Partners (Oct 2005 - present) University College, Dublin (Eire) University of Chicago (USA) Tulane University (USA) Apple, Inc. Pearson Education Charles Sturt University (Australia) University of Limerick (Eire) University of Oslo (Norway) Michigan State University (USA) University of Auckland (New Zealand; pending) Sakai is free to acquire, use and modify. Joining the community formally as a dues-paying partner is not required.

Sakai Foundation NON-PROFIT CORPORATION FORMED IN OCTOBER 2005 TO SERVE THE SAKAI COMMUNITY Governance Ten board members elected by community representatives to serve three year terms. Empowered to represent the community publicly, manage Sakai’s IP, coordinate software design, development and distribution processes and act as “court of final appeal” on issues of contention between community work groups. Board Members Joseph Hardin, Univ. of Michigan Brad Wheeler, Indiana University Mara Hancock, Univ. of CA, Berkeley Lois Brooks, Stanford University Vivian Sinou, Foothill College Budget Annual budget of approximately $1 million (USD) covering: 4-6 staff positions Bi-annual conferences Income Annual community partner contributions of $10,000.00 (USD) ($5,000.00 per annum (USD) for smaller academic institutions) Ian Dolphin, Univ. of Hull Jutta Treviranus, Univ. of Toronto John Norman, Univ. of Cambridge Charles Severance, Univ. of Michigan Chris Coppola, rSmart Group Example staff may include: Executive Director, CTO & Architect, Administrative Support, Framework Development & Architecture, Communications Manager, Partner Tech Support & Documentation, QA & Release Manager. Sakai Fellows program Outreach activities

Sakai License EDUCATIONAL COMMUNITY LICENSE Sakai licensing permits commercial and non-commercial use of the software without any fees or encumbrance. Sakai uses the Education Community License, a variant of the BSD license. It is designed to encourage a wide range of use including the production of derivative work in the commercial space.

Sakai Distributed Development SAKAI 2.1: AN INTERNATIONAL INITIATIVE Developers Individual committers = 36 Academic Institutions = 10 Commercial Partners = 2 Continents = 4 Developers: (Asia, Africa, Europe, North America) QA: (Africa, Europe, North America) QA Individuals testers = 52 Academic institutions = 27 Continents = 3

Sakai Production Statistics EARLY ADOPTERS Other Schools in Production Univ de Lleida Walsh University In Production by Fall 2006 Arizona State Boston Univ, Schl of Mgmt Foothill College Portland State Stanford University Univ of California, Berkeley Univ of Cambridge Virginia Tech Pilots Columbia University Hong Kong Univ of Sci. and Tech. Johns Hopkins University MIT Northwestern University Rice University Roskilde University Rutgers Texas State SURF, Univ. van Amsterdam Univ. of British Columbia, Land and Food Systems Univ of California, Davis Univ Fernando Pessoa Univ of Missouri Univ of Nebraska-Lincoln Univ of North Texas Univ of Virginia Whitman College

SAF—Presentation Services Sakai Framework (SAF) KERNAL, COMMON SERVICES, PRESENTATION SERVICES SAF—Presentation Services Framework Application Abstract Tool Layout Tool Code (Java) Tools Responsible for GUI presentation; Built-in persistence mechanisms prohibited Services Documented API required Access other services via APIs only (not data models) Presentation agnostic Framework Registrar for tools and services Provider of common capabilities No knowledge of domain objects A SOA architecture. Kernel - An augmented web application which enables the Sakai APIs to be called from the web application - this is a rich but not constraining environment - insures that Common services are portable. Common Services - A set of common services available to all tools (authentication, authorization, hierarchy, repository, others) Presentation Services - A set of Sakai specific JSF tags to handle presentation details and provide widgets such as a date-picker or WSYWIG editor. Service Interface (APIs) Application Services SAF—Common Services SAF—Kernel

Sakai Tools SAKAI 2.1.1 ENTERPRISE TOOLS AND SERVICES Enterprise Tools Upcoming 2.1.2 release will feature OSP portfolio integration SAKAI 2.1.1 ENTERPRISE TOOLS AND SERVICES Melete Enterprise Tools Announcements Assignments Chat Room Threaded Discussion Drop Box Email Archive Gradebook Message Of The Day News/RSS Preferences Presentation Profile/Roster Quiz & Tests Resources Schedule Section Mgmt Syllabus Web Content Worksite Setup WebDAV Provisional Tools Melete (content editor) Roster RWiki SU (Super User) Sakaiscript (web services) TwinPeaks (external repository searching while using the WYSIWG editor) http://cvs.sakaiproject.org/release/

The Future NEW TOOLS, SERVICES AND TECHNOLOGIES Short Term Long Term Accessibility improvements Blog IMS Tool Interoperability MailTool Message Center TwinPeaks refinements Pluggable WYSWIG RSS Hierarchy CourseManagement API Section aware tools JSR-168 Portlet WSRP Consumer WSRP Producer Portal Portal friendly tool id URLs Unit Test Framework Long Term Sakai/uPortal integration Enhanced LAMS integration IMS Content Packaging Import/Export IMS Common Cartridge JSR-170 Java Content Repository Lucene SCORM support RDF Resource Description Framework support OWL Web Ontology Language support (Semantic Web) JSR-168 = specification defining a set of APIs for Portal computing addressing the areas of aggregation, personalization, presentation and security. WSRP = Standardizing presentation-oriented Web services for use by aggregating intermediaries, such as portals

Sakai and LAMS INTEGRATION DEVELOPMENTS Sakai/LAMS Walkthrough In October 2005 the LAMS Foundation announced plans to integrate Sakai and LAMS. In November 2005 source code and a binary distribution were released. Charles Severance, Sakai Chief Architect, travels to Australia in two weeks to map out a tighter tools integration strategy with the LAMS team. LAMS Learning design and learning sequencing tools Sakai/LAMS Walkthrough http://lamsfoundation.org/integration/sakai2/walkthru/sakai04.2.htm

Sakai, uPortal and Banner Integration UNIVERSITY OF CALIFORNIA, MERCED UC Merced adopted an “out of the box” configuration strategy to simplify integration efforts and shorten the rollout time frame. Sakai is integrated as a single portlet (iFrame in this case). The portal has no awareness of course rosters and roles -- Banner integration is limited to Sakai. In contrast, Merced’s UCB Mail is exposed via an iChannel portlet rather than a JSR-168 portlet.

SUNY SLN 2.0 Open Source Strategy U-PORTAL, LAMS, SAKAI, OpenLDAP SLN 2.0 -- Deploy uPortal, LAMS and Sakai. uPortal and Sakai are production ready and available to commence the transition from SLN 1.0 starting Fall 2006. uPortal serves as the single point of contact for users; Sakai is integrated into uPortal via a JSR-168 portlet. LAMS integration is deferred to SLN 2.1 but is introduced to the SUNY community in a pilot program. The strategy is conservative and permits SLN to focus on other transition issues such as deployment, performance, data conversion and training. SLN 2.1 -- Integrate LAMS into the Portal; connect Sakai to LAMS. LAMS provides alternate “view” knitting Sakai and non-Sakai capabilities together.

finis