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What is Kuali and What is a Community Source System? Rick Skeel Functional Director, Kuali Student SACRAO Annual Conference Raleigh, NC February 2014

What is Kuali? SACRAO Annual Conference - Raleigh, NC 2014

4  KS - Kuali Student  KFS - Kuali Financial Systems  KC - Kuali COEUS (Research Administration)  KPM - Kuali People Management (HR)  OLE - Kuali Open Library Environment  KR - Kuali Mobility  More than 70 Institution and Organization Members What is Kuali? SACRAO Annual Conference - Raleigh, NC 2014

5  A Community of Higher Ed institutions  Direct and consistent voice in how software is built  Resources shared/leveraged across schools  Development guided by functional process owners  Phased or incremental implementations are possible, even encouraged  Control by the community, not the vendor  Upgrade on your schedule  Best practices approach to system software What is Community Source? SACRAO Annual Conference - Raleigh, NC 2014

6  Not a vendor  We are a collaboration  Institutions and companies with shared a values  We have no sales force, just people who believe in collaboration, cooperation, and a shared model of development  Not A Hands Down approach  Participants are at the table making decisions at every stage  Partners fully understand the system up front What Community Source is Not! SACRAO Annual Conference - Raleigh, NC 2014

7  Yes, as far a the cost of the software and ongoing maintenance is concerned  Free like a puppy, not a beer  No direct cost to download and implement the software  No ongoing maintenance fees each year  Costs are not hidden  Each institution will need implementation support, either in-house or through a vendor  Training costs to maintain the system locally  These are no different than the costs of a vended solution Is Community/Open Source Really Free? SACRAO Annual Conference - Raleigh, NC 2014

8  Costs are significantly lower, and support by the community is readily available  Share development resources with other higher ed institutions  Have a seat on the Board and Functional Council  Influence product strategy formulated by the community  Control your own implementation and upgrade strategies, to best use your internal resources Why Should You Be Involved? SACRAO Annual Conference - Raleigh, NC 2014

What is Kuali Student? SACRAO Annual Conference - Raleigh, NC 2014

Founders University of Maryland, College Park University of Toronto University of Washington University of Utah North-West University, South Africa Indiana University Partners Boston College Stellenbosch University, South Africa Iowa State University KS Community SACRAO Annual Conference - Raleigh, NC 2014

11 What is Kuali Student? Kuali Student is next generation student system that … … is one of 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 SACRAO Annual Conference - Raleigh, NC 2014

12 KS Product Status KS Curriculum Management Enrollment Student Accounts KS Admissions KS Financial Aid In development Future KIM People and Permissions KRMS Rules KEW Workflow KRAD Rapid Application Development rice Collaborative Functionality AcademicPlan SACRAO Annual Conference - Raleigh, NC 2014

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14 Student FacingInstitution Facing Enrollment Functional Areas Course Registration Program Offering Program Enrollment Program Assessment Course Offering Course Assessment Academic Record Academic Planning Setup People and Permissions Course Program Common SACRAO Annual Conference - Raleigh, NC 2014

15 Course Offering Create and manage course offerings Eligibility requirements Schedule of classes Interface with Scheduling Course Registration Students and administrators register for courses Evaluate eligibility Manage exceptions, overrides, and holds Waitlists Course Assessment Grading rosters Submit grades Manage late grades and grade changes Award credit Course-Related Functionality SACRAO Annual Conference - Raleigh, NC 2014

16 Program Offering Manage credential and other program offerings Logistical attributes Requirements Enrollment limits Selection criteria Program Enrollment Evaluate eligibility Enroll and update relationship in a program Withdrawal Program-Related Functionality SACRAO Annual Conference - Raleigh, NC 2014

17 Program Assessment Evaluate satisfactory progress and program completion Assess honors Request and grant exemptions Interface with Program Audit Academic Planning Explore programs Run program audits Student develops learning plan Advisor interacts with learning plan Program-Related Functionality SACRAO Annual Conference - Raleigh, NC 2014

18 Common Functionality Setup Academic calendar Holds and exemptions Registration appointments People and Permissions Create student and instructor person records Manage person information Manage advisor relationships Authorization roles and permissions Academic Record Record course and program outcomes Calculate GPAs and credit totals Request and generate documents Transfer credit articulation SACRAO Annual Conference - Raleigh, NC 2014

How is Kuali Student being delivered? SACRAO Annual Conference - Raleigh, NC 2014

 Dive deep into a functional area to provide substantial value  Leverage “implementing institution” to validate delivery of working code  Utilize agile development methodologies Key Product Strategies Agile Kuali Student Development Today 1:15 – 2:00 PM Room 406 Agile Kuali Student Development Today 1:15 – 2:00 PM Room 406 SACRAO Annual Conference - Raleigh, NC 2014

21 Release... Enrollment Delivery Process Identify Requirements Release Course Registration Release Course Offering SACRAO Annual Conference - Raleigh, NC 2014

22 Development – Methodology Improvements  Developers are more involved in determining and implementing solutions within their teams  Decisions are made and implemented quickly  Teams gel and perform better over time  Development velocity is accelerating with each milestone SACRAO Annual Conference - Raleigh, NC 2014

 Expose technical gaps and defects through production-like deployment  Perform sample customizations  Deploy fuller dataset  Conduct functional review, including usability testing Implementing Institution Review KS Enrollment Implementing Institution SACRAO Annual Conference - Raleigh, NC 2014

What has been done to date? What’s next for Kuali Student? SACRAO Annual Conference - Raleigh, NC 2014

25  Curriculum Management (CM) 1.2 has been available since January, 2012   UMD greatly contributed to the development of CM 1.2  CM 2.0 founders release is now available.  CM 2.0 public release will be available to the world in Jan 2013  UMD will have CM 2.0 in QA by April and in production Summer 2013  CM Sustainability Model is being formulated. It w ill Include:  Support and Maintenance plan  Contribution process  CM Roadmap Curriculum Management Roadmap Highlights

26 CM Update - Implementations

27 Kuali CM Out of the Box

28 How You Can Make Kuali Yours

29 Learning Objectives

30 Dependency Analysis

31 View Existing Courses

 Course Offering  Rollover  Create from Copy/Catalog  Registration Groups  Seatpools  Scheduling Requests  Schedule of Classes  Setup  Academic Calendar  Registration Appointments  Registration Eligibility Development Highlights SACRAO Annual Conference - Raleigh, NC 2014

33 Conceptual Model CHEM 152: General Chemistry CHEM 152 for Autumn 2012 LectureLecture + Lab Lecture BLecture ALab AALab AB Reg Group 0101: Lecture A + Lab AA Reg Group 0102: Lecture A + Lab AB Reg Code 0201: Lecture B Course Course Offering Format Offering Activity Offering Registration Group SACRAO Annual Conference - Raleigh, NC 2014

34 Course Offering - Rollover

35 Creating a Course

36 Creating a Course Offering

37 Managing Schedule of Classes

38 Reviewing Schedule of Classes

Questions? SACRAO Annual Conference - Raleigh, NC 2014

41 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 Kuali Foundation information Kuali Foundation information 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:

42 Rick Skeel Functional Director, Kuali Student Feel Free To Contact Me

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