Choosing Open Source and Partnering as an IT Strategy Brad Wheeler Associate Vice President & Dean Office of the VP & CIO Indiana University

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Choosing Open Source and Partnering as an IT Strategy Brad Wheeler Associate Vice President & Dean Office of the VP & CIO Indiana University Copyright: Bradley C. Wheeler, 2004 This work is the intellectual property of the author. Permission is granted for this material to be shared for non-commercial, educational purposes, provided that this copyright statement appears on the reproduced materials and notice is given that the copying is by permission of the author. To disseminate otherwise or to republish requires written permission from the author.

IU & Community Source Projects Twin Peaks Navigator 2004

We had a problem… (Jan 2002) Oncourse was succeeding… but ONLY major enterprise System in ASP. All others were in J2EE/AIX/Linux Continue to develop ASP Isolated Development & Sys Admin Team No leverage w/other capabilities Redevelop in J2EE ourselves $$$ License a commercial CMS/LMS $$$ ? Build Buy Decision would set costs/options for many years Build…

CMS Requirements are Growing Library Integration Special Character Sets Math/Languages/Sciences Sophisticated Assessment Streaming Multi-media Direct Manipulation User Interfaces Textbook Integration w/ Publishers Oncourse Ongoing Maintenance IMS/SCORM Self-paced Tutorials Research/Committee Support E-Portfolio How will IU meet these growing requirements for Oncourse in a period of flat resources? Workflow Integration/Leverage w/Enterprise Services Greater Personalization Distributed Ed

Web Services Unbundle Silos Portal Authentication Personalization Data integration Delegation Unbundled Services LibraryRegistrarCMSSchools

Post-PC Future of Mobile Computing Portal Services connect to the Portal and the Portal connects to the evolving plethora of wireless, mobile computing devices headed to campus. Connecting each service is infeasible.

IU CMS Strategy Review – May Continue to invest in Oncourse as an IU Enterprise application rather than licensing a commercial CMS package. 2. Direct Oncourse development efforts toward Open Knowledge Initiative architecture compliance. 3. Pursue aggressive integration efforts among IU’s comparative strengths in Oncourse, the OneStart Portal, and Digital Libraries. 4. Develop Oncourse as IU’s lead initiative for mobile device connectivity via the OneStart Portal. “CMS Strategy for Indiana University” Build Standards Integrate

“w/Like-minded Partners” Build Decision Joint development Agreement w/uMich Navigo w/ Stanford, uMich Join Open Source Portfolio Initiative Sakai Conceived IU Development Principles Sakai OSPI Grants Kuali Project Financial System Twin Peaks Grant

Sakai, OSPI, Kuali Lessons  Collaboration is a capability Organizational readiness, learning Value for the future  Choose your partners well Like-minded institutions, timelines  Sakai structure is promising Small core development team Large partners organization

“Community source describes a model for the purposeful coordinating of work in a community. It is based on many of the principles of open source development efforts, but community source efforts rely more explicitly on defined roles, responsibilities, and funded commitments by community members than some open source development models.” …. from Community Source Projects

Creation… Yes …How Extensible? Creating Software Sustaining Software Community Source Projects Partnering Organizations Higher Ed Coordination Open IP Licensing Fees Maintenance Fees Commercial Coordination Closed IP Training? Support? Education? Bundled IP & Support Unbundled IP & Support + Commercial Support Options

Sourcing Options… + “Borrow” s BuildBuild or Buy Build, Buy, or “Borrow” 2010 Risks Benefits Control of destiny Leverage of $$ Learning Ecology of innovation ???

Controlling Our Destiny…“Borrow” Functionality of Systems Integration Standards Innovation Cost of Systems Operations Maintenance Timing Evolution Best Path for sustainable Economics and Innovation

Nat Hill Room at the Marriott Hotel, 3 rd Floor

Choosing Open Source and Partnering as an IT Strategy Brad Wheeler Associate Vice President & Dean Office of the VP & CIO Indiana University