1. uPortal; Past, Present and Future Carl Jacobson University of Delaware

2. uPortal u Who we are u Why we did it u Funding and Resources u Business Partners u Open Source u Where we are u Where we are going

3. 10 th JA-SIG Conference u Denver, 6/04 u Miami, 12/03 u Denver, 6/03 u Orlando, 12/02 u Vancouver, 6/02 u Destin, 12/01 u La Jolla, 7/01 u Destin, 2/01 u Monterey, 7/00 u Orlando, 12/99

4. Who Are We? u First Time? u Last Time? u In Production? u Currently Implementing? u Kicking Tires? u Commercial Partner? u Sakai? u Code Contributors?

5. Portals, Ad Space and Booth-babes u Mascot Network u Student Online u CampusPipeline u Jenzabar u Applied Theory u enCommerce u Viador u Applied Theory u Blackboard u WebCT 1999 Long Beach EDUCAUSE

6. JA-SIG u Java in “Administration” u Share Experience and Code u Adopt Common Direction u Promote Java in Higher Education u Leverage Higher-ed w/ Vendors u Java “Architectures”

7. Founders u Princeton u U British Columbia u U Delaware u Sun Microsystems

8. JA-SIG Activities u Conferences – Twice Annually u Clearinghouse – Code Sharing u Collaborative Development –uPortal –HyperContent –Sakai

9. uPortal Project Spawned u Address the Portal Offensive u Establish a “Beacon” Java Project

10. uPortal Project Begins u 2000, Proof-of-Concept u Andrew W. Mellon Foundation u $770,000, Delaware PI u Three-Years u January, 2001 – December, 2003 u Open Source License u Self-Sustaining 1

11. Early Particpants u British Columbia u Princeton u Yale u Delaware u IBS (Unicon/IBS) u im&m u Columbia u Others

12. Early Leaders u Ken Weiner u Peter Kharchenko u Jim Farmer u Justin Tilton u Art Pasquinelli u Dave Koehler u Ira Fuchs

13. uPortal Success u Dozen developer institutions u Over One 130 implementations u Hundreds of thousands of users u Thirteen countries u Seven commercial partners u Various spin-offs u Engaged with other efforts

14. uPortal Lines of code 2001 2002 2003 2004 400,000 300,000 200,000 100,000 0 0101 0202 0303 0404

15. uPortal Major Release Features First Release Roles Performance XSLT Architecture Enhancements Aggregated Layouts & Integrated Modes JSR-168 & Fragment Administration 0101 0202 0303 0404 0 1. 0 1. 5 1. 6 2. 0 2. 1 2. 2 2. 3

16. Types of portals uPortal 3.0 + Sakai workflow Enterprise Process uPortal 2.3 + Web Services Enterprise uPortal 2.0 + Web Services + Adapters Integration uPortal 2.0 frameworkPersonalized display

17. Current u Mellon Three-Year Grant Ended u Development Continues u Deployment Continues u Sakai Two-Year Grant Begins –JSR 168 Portlets –New Adopters –New Channels (Portlets) –Student Services to Teaching & Learning

18. Open Source “When programmers can read, redistribute, and modify the source code for a piece of software, the software evolves. People improve it, people adapt it, people fix bugs.” Source: opensource.org

19. Open Source License u Run u Examine u Change u Contribute u Redistribute 2

20. Open Source Myths u Free? u Open? –Community Source u Risky? u Non-Commercial?

21. Good OSS u Lower Costs u Higher Quality u Better Support u Lower Risk u User Driven u Flexible

22. Open Source Limitations u Less financial backing u Non-existent marketing budgets u Depends on community interest u Open vs Managed u No one to litigate u Limit to size and complexity

23. Open Source u Open Source License vs vs u Open Source Project u Grant Funded Project?

24. Elements of Success u Collaboration u Community u Cash u Commercial Partnership u Community Source

25. uPortal Collaboration u Share Effort u “Best Minds Work Elsewhere” u Common Denominator u Spread the Word u Open Source Contributors

26. uPortal Community u For Education by Education u Contribute Effort u Provide High Level of Support u Community vs Vendor Relations u “Membership”

27. uPortal Cash u Seed Efforts u Enable Commercial Partnership u Ensure Progress u Stamp of Approval u Self-Sustaining Plan

28. uPortal Commercial Partners u Dedicated Resources u Discipline, Formality u Long-term Support u Long-term Development u Marketing u Competition

29. Business Relationships u iAssessment u Unicon/IBS u SCT/CampusPipeline u im&m u Sigma Systems u CAI u The RSmart Group

30. Community Source u Bounded u Market-Driven u Undirected u Community Behavior

31. uPortal and Sakai u Michigan, Stanford, Indiana, MIT u uPortal, OKI u Mellon Foundation u Hewlett Foundation u $6.8 Million u SEPP Institutions u SCP Companies

32. Sakai u Open Source, Community Source u Collaboration and Learning Environment u Extending and Implementing Open Standards u Convergence of Mellon Projects u July 2004 Release

33. Sakai Educational Partners Program u Access to SEPP staff u Community development manager u SEPP developers, documentation writers u Knowledgebase u Developer training for the TPP u Exchange for partner-developed tools u Strategy and implementation workshops u Early access to pre-release code u $10k/$5k sakaiproject.org

34. SEPP Members u Boston University, School of Management u Brown University u Carnegie Mellon University u Columbia University u Community College of Southern Nevada u Cornell University u Dartmouth College u Foothill-De Anza Community College District u Harvard University u Johns Hopkins University u New York University u Northwestern University u Princeton University u Simon Fraser University u State University of New York - Learning Environments u Tufts University u University of Arizona u University of California Berkeley u University of California, Davis u University of California, Los Angeles u University of California, Merced u University of Cape Town, SA u University of Colorado u University of Delaware u University of Lleida u University of Hawaii u University of Oklahoma u University of Virginia u University of Washington u University of Wisconsin, Madison u Virginia Tech u Yale University

35. uPortal and OSPI u Open Source Portfolio Initiative u Indiana, Minnesota, RSmart… u Mellon Foundation Funding u Sakai, OKI, uPortal theospi.org

36. uPortal and HyperContent u Content Management u Version 1.4 – uPortal based u SourceForge u Releases 6 months u Version 2.0 –Non-uPortal based –JSR168 –Looking for Partners

37. Open Source for Higher Education u uPortal u HyperContent u Sakai u OSPI u OKI u Fedora u Chandler/Westwood u VUE u Lion Share u DSpace u ArtStor u JStor u ERP?

38. uPortal Future u Open Source/Open Content –ArtStor, Fedora, OSPI, etc. u Commercial Support (1/2 of all) u Commercial Products u Continued Community Development –Funding? –Community Process? u Its up to you.