Kuali Student Project Introduction Rajiv Kaushik |University of Toronto

2 Rajiv Kaushik Program Director (interim), Kuali Student Director of IT, University of Toronto Presenter

3  Overview of Kuali Student (KS)  For those new to the project  Institutions – large and small  Commercial Affiliates (KCA)  KD12 Session Recommendations  For more information  More detail about specific areas of Kuali Student Purpose of this Session

4 Welcome University of Utah Who?

5  What is Kuali Student?  Functional Scope  When is Kuali Student being delivered?  Product Roadmap  Timeline  Who is Kuali Student?  How is Kuali Student being delivered?  Implementations of KS  CM Implementations  How can you can get started?  Questions Kuali Student Project Introduction

6 What is Kuali Student?

7 Kuali Student (KS) is a next generation student system that … … is seven modules that support the full student academic lifecycle … is being incrementally produced by an international community … institutions can deploy incrementally over time to replace current systems … aims for a rich user experience through user-centric design … delivers on the promise of service-oriented architecture Modules KS Curriculum Management KS Enrollment KS Accounts KS Admissions KS Financial Aid KS Program Audit KS Scheduling What?

8 Curriculum Management: Functional Scope CoursesCreate Programs Modify Retire Learning Unit Proposal Process Administrative Screens Group View Catalog Ideas Analyze Curriculum Management UMD CM Demo Monday, Oct :45 AM - 12:30 PM Room 616 UMD CM Demo Monday, Oct :45 AM - 12:30 PM Room 616 What?

9 Student FacingInstitution Facing Enrollment: Functional Scope Course Registration Program Offering Program Enrollment Program Assessment Course Offering Course Assessment Academic Record KS Enrollment Overview Tuesday, Oct. 16 9: :30 AM Room 412 KS Enrollment Overview Tuesday, Oct. 16 9: :30 AM Room 412 Academic Planning Setup People and Permissions Course Program Common What?

10  Receivables Management  Payment Billing  Fee Management  Third Party Billing  Collections Management Identified but not planned for yet:  Scholarship Management  Aid Management Student Accounts: Functional Scope KSA Overview Monday, Oct. 15 2:00 – 2:45 PM Room 602 KSA Overview Monday, Oct. 15 2:00 – 2:45 PM Room 602 What?

11  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: Functional Scope MyPlan Overview Tuesday, Oct. 16 1:15 – 2:00 PM Room 404 MyPlan Overview Tuesday, Oct. 16 1:15 – 2:00 PM Room 404 * Currently being evaluated as a core part of KS Product offerings Academic Planning Tool for Students Developed by UW * What?

12 When is Kuali Student Available?

13 KS Product Roadmap KS Curriculum Management KS Enrollment KS Accounts KS Admissions KS Financial Aid KS Program Audit KS Scheduling In development Future KIM People and Permissions KRMS Rules KEW Workflow KRAD Rapid Application Development rice Collaborative Functionality When ? MyPlan

14  Program Audit  Longer term plan is to develop our own  Since Enrollment depends on Degree Audit, interim strategy is to integrate with a 3 rd party product(s)  Scheduling  Enrollment depends on Scheduling  Plan is to integrate with 3 rd Party Scheduling System  Admissions & Financial Aid  Significant interest from most institutions  KS Board is actively discussing solution options  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

15 Collaborations with Rice (KRMS, KIM, KEW, KEN, KRAD) MyPlan Year 1 Enrollment Not on this KS roadmap: Financial Aid, Admissions, Scheduling, Program Audit 1.2 Accounts Middleware KS Core Development Community Contribution Curriculum Management 1.1 Student Accounts KS Delivery Strategy and Timeline 2.0 Live at UW Curriculum Management KS Release Course Offering Core Slice Course Registration …. Founders Releases When ? MyPlan Year 2

16  CM Release 1.2 is available   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 Roadmap Highlights UMD CM Demo Monday, Oct :45 AM - 12:30 PM Room 616 UMD CM Demo Monday, Oct :45 AM - 12:30 PM Room 616 When ?

17 Curriculum Management Implementations When ?

18  Core Slice completed in 2011: Established a foundation for Enrollment  Frequent releases via deep dive into a functional area at a time. Results in:  Course Offering available in 2013  Course Registration available in 2014 Enrollment Roadmap Highlights KS Enrollment Overview Tuesday, Oct. 16 9: :30 AM Room 412 KS Enrollment Overview Tuesday, Oct. 16 9: :30 AM Room 412  UMD as Enrollment First Implementing Institution  UMD undertaking implementation efforts on an on-going basis in parallel with KS development  Results in a more implementable release  As new institutions join, we can accelerate development  KS can form new development teams which will pick up new functional areas sooner When ?

19  KSA under development as a contribution by KS Partner, Sigma Systems  KSA funded by 2 founders (UMD and USC)  Release of KSA for founders in April and July 2013  KS plans to do further development of KSA after Founders’ Releases. Future plans to be formulated next year. KSA Roadmap Highlights KSA Overview Monday, Oct. 15 2:00 – 2:45 PM Room 602 KSA Overview Monday, Oct. 15 2:00 – 2:45 PM Room 602 When ?

20  MyPlan is developed at the UW for first implementation at UW  First phase is already live at the UW. First KRAD application in production!  Second phase is in development at the UW  To be contributed to KS as an Academic Planning tool next year. KS Functional review is complete and technical review to commence soon  Complementary for those using CM MyPlan Roadmap Highlights MyPlan Overview Tuesday, Oct. 16 1:15 – 2:00 PM Room 404 MyPlan Overview Tuesday, Oct. 16 1:15 – 2:00 PM Room 404 When ?

21 Who is Kuali Student?

22 Founders Naval Post Graduate School University of Maryland, College Park University of Southern California University of Toronto University of Washington University of Utah * * MOU in progress Partners Boston College Indiana University North-West University, South Africa KS Community Who?

23 KS Organization Program Director Board QA Manager Product Manager Development Manager Services Team Development Teams Technical Architect Analysis and User Experience Teams Test Engineers Configuration Mgmt Team Project Advisory Group Functional Director Functional Council Who?

24 How is Kuali Student Being Delivered?

25 Functional Areas Within Modules 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 …. How?

26 Release... Enrollment Delivery Strategy Identify Requirements Release Course Registration Public Release Course Offering How?

27 West Coast 1 South Africa East Coast 1 Enrollment Parallel Development Core Future: Toronto, Utah How?

28 Product Contributions  Institutions and commercial partners are developing Student System functionality and contributing it to KS UW MyPlan Sigma Student Accounts (KSA)  Contributions are developed with Kuali Rice  Contributions can be made a part of the KS core product offerings How?

29 How Can You Participate?

30  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 Participate

31  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 Participate

32  Learn more about Implementing KS  Engage with the Implementation Users Group (IUG)  wiki:  Forum:  Learn more about why & how to participate in development of KS  Contact: To Get Started New IUG Tuesday, Oct. 16 2:15 – 3:00 PM Room 615b New IUG Tuesday, Oct. 16 2:15 – 3:00 PM Room 615b Who needs KS? Monday, Oct. 15 3:15 – 4:00 PM Room 602 Who needs KS? Monday, Oct. 15 3:15 – 4:00 PM Room 602 Get Started!

33 Where can you get more information? QUESTIONS Questions can be addressed to the KS Project and Community: QUESTIONS Questions can be addressed to the KS Project and Community: DEFECTS Defects submitted and tracked in JIRA DEFECTS Defects submitted and tracked in JIRA ENHANCEMENTS Enhancements are managed via the KS Contribution Model ENHANCEMENTS Enhancements are managed via the KS Contribution Model DOCUMENTATION Technical and Functional Documentation can be found here: Curriculum Management Documentation DOCUMENTATION Technical and Functional Documentation can be found here: Curriculum Management Documentation CODE The code base can be downloaded here: CODE The code base can be downloaded here: Get Started!

34 What questions do you have?