1. Winter Conference 2005 Technical Description of 2.1- 3.0 Dev & Contrib Processes OSP Sessions Pedagogy, eScience Sessions Sakai Foundation Update Election Results Line Dancing Deep In The Heart of Sakai Austin, Texas - December 7-9

2. Community Source Projects N G A (Non Gag Agreement) By attending this briefing you acknowledge that the participants in the project want you to tell others anything that you learn here. You are encouraged to share any and all information, insights, questions, kudos, and concerns with anyone, any company, and any project. This project encourages you – but in no way obligates you – to download, use, improve, and share any of the project’s software or materials that may help meet your institution’s needs. We encourage you, at your discretion, to disclose with anyone any investments of time, staff, or money that you make in community source projects.

3. Sakai and the Higher Education Community: Snapshots of the Road Ahead Educause 2005 Orlando October 21, 2005 Amitava ‘Babi’ Mitra Academic Media Production Services MIT Sakai Foundation Board Member Joseph Hardin School of Information University of Michigan Sakai Foundation Board Chair KYOU / sakai Boundary, Situation

4. What is Sakai? A project—an initial grant for two years A community—an emerging group of people and resources supporting the code and each other, realizing large scale Open Source efficiencies in HigherEd An extensible framework for building collaborative— provides basic capabilities to support a wide range of tools and services—teaching and research A product with: – A released bundle of the framework and – A set of tools—written and supported by various groups and individuals—which have been tested and released as a unit

5. Sakai Project – Jumpstart The University of Michigan, Indiana University, MIT, Stanford, the uPortal Consortium, and the Open Knowledge Initiative (OKI) are joining forces to integrate and synchronize their considerable educational software into a pre- integrated collection of open source tools. Sakai Project receives $2.4 million grant from Mellon

6. Sakai Funding Each of the 4 Core Universities Commits –5+ developers/architects, etc. under Sakai Board project direction for 2 years –Public commitment to implement Sakai –Open/Open licensing – “Community Source” So, overall project levels –$4.4M in institutional staff (27 FTE) –$2.4M Mellon, $300K Hewlett (first year) –Additional investment through partners

7. Why: All the simple reasons These are core infrastructures at our Universities Economic advantages to core schools, partners Higher ed values – open, sharing, building the commons – core support for collaboration tech We should be good at this – teaching, research are our core competencies; collab essential Maintains institutional capacity, independence Ability to rapidly innovate – move our tools within/among HE institutions rapidly Based on goals of interoperability - Desire to harvest research advances and faculty innovation in teaching and research quickly

8. Consolidation 2002 1995 2004 2007 Home Grown Commercial Industry Shakeout In a way, the Sakai Project was just a step in the evolution of a Community Supported Open Source CLE. The Sakai Foundation now evolves. Sakai Project Foundation...

9. The Sakai Project Close coordination for two years to quickly build the critical mass for open source enterprise Collaboration & Learning Environment At the same time building larger community: Partners Program, Commercial Affiliates: The Sakai Open Source Community

10. Sakai Partners Albany Medical College Arizona State University Australian National University Boston University School of Management Brown University Carleton College Carnegie Foundation for Advancement of Teaching Carnegie Mellon University Ceritos Community College Coast Community College District Columbia University Cornell University Dartmouth College Florida Community College at Jacksonville Foothill-De Anza Community College Franklin University Georgetown University Harvard University Hosei University IT Research Center Indiana University Johns Hopkins University Lancaster University Loyola University, Chicago Lubeck University of Applied Sciences Maricopa County Community College Marist College MIT Monash University Nagoya University New York University Northeastern University North-West University (SA) Northwestern University Ohio State University Portland State University Princeton University Rice University Ringling School of Art and Design Roskilde University (Denmark) Rutgers University Simon Fraser University Stanford University State University of New York Stockholm University SURF/University of Amsterdam Syracuse University Texas State University - San Marcos Tufts University Universidad Politecnica de Valencia (Spain) Universitat de Lleida (Spain) University College Dublin University of Arizona Universit of California, Office of the Chancellor University of California Berkeley University of California, Davis University of California, Los Angeles University of California, Merced University of California, Santa Barbara University of Cambridge, CARET University of Cape Town, SA University of Colorado at Boulder University of Delaware University of Hawaii University of Hull University of Illinois at Urbana- Champaign University of Melbourne University of Michigan University of Minnesota University of Missouri University of Nebraska University of North Texas University of Oklahoma University of South Africa (UNISA) University of Texas at Austin University of Toronto, Knowledge Media Design Institute University of Virginia University of Washington University of Wisconsin, Madison Virginia Polytechnic Institute/University Whitman College Yale University

11. The Sakai Educational Community License is BSD-like and allows complete flexibility in terms of the creation of and licensing of derivative works. This allows different commercial companies to interact in different ways without any limitations imposed by license. Sakai Commercial Affiliates

12. Sakai Collaborators Open Knowledge Initiative (OKI) IMS Standards – Tool Interoperability (TI) standard – Common Cartridge (CC) standard Open Source Portfolio Initiative JA-SIG / uPortal

13. Sakai Conferences Provide a forum for the core and the SPP to interact and for the SPP members to interact with one another – June 2004 — Denver Colorado (180) – December 2004 — New Orleans (230) – June 2005 — Baltimore (430) Community Source Week uPortal, Sakai, OSPI – December 6-9—Austin, TX

14. The Sakai Product A Collaborative Learning Environment— Suitable for use in teaching and learning, research collaboration, and ad Hoc group communication

15. Placing the Sakai Product A Collaboration and Learning Environment Collaboration (including eResearch) Teaching and Learning

16. Teaching and Research Collaboration Requirements Overlap Physics Research Collaboration Earthquake Research Collaboration Teaching and Learning Grid Computing Visualization Data Repository Large Data Libraries Quizzes Grading Tools Syllabus SCORM Chat Discussion Resources

17. Sakai 2.1 Tools Presentation Profile / Roster Resources TwinPeaks - Repository Search Samigo - QTI Assessment Schedule Section Management Syllabus Web Content Worksite Setup WebDAV Announcements Assignments Chat Room Threaded Discussion Drop Box Email Archive Gradebook Melete - Content Editor Message Of The Day News/RSS Preferences

18. Open Portfolio - Sakai Tool

19. Twin Peaks - access to library resources from within editing environment(s) in Sakai

20. Student View Navigation,Licensing - Authoring tool Navigation is created automatically content Authors can license their content

21. Support Teaching and Learning

22. Support Distributed Research

23. Bringing the lab to the classroom Bringing the lab to the classroom

24. Open Grid Computing Environment Example: Submitting a job to the GRID. Note research computing tools added on left.

25. NEESgrid interface

26. NEESgrid: Simulation Overlapping Communities – Synergies Available Here

27. Sakai in Production

28. Sakai - Ctools at UM

29. Current Stats - CTools 2645 - Current Fall 05 class sites 4588 - Total project sites (note) 848 - GradTools student sites ~20,000 unique users on a busy day

30. Sakai Adoption Plans Boston University School of Management Carleton Columbia University Johns Hopkins University Lubeck University of Applied Sciences, Germany Massachusetts Institute of Technology Northwestern University Stanford University University of California, Berkeley University of California, Merced University of Cape Town, SA University of Lleida, Spain University of Missouri University of Virginia Whitman College Type “Sakai Adoption Plans” into Google

31. The Sakai Framework The need to satisfy the often conflicting goals of ease of use, ease of expansion, configuration flexibility, environmental portability and rock-solid production reliability suitable for enterprise deployment.

32. Sakai Foundational Technologies Java 1.4 Oracle Apache - SSL, mod_jk, WEBISO, virtual hosting MySql 4.1 Sakai consists of technologies chosen to be common in Java Enterprise Environments. Sakai Tomcat 5.5 Spring Hibernate Java Server Faces Velocity (legacy)

33. Service Oriented Architecture My Monolithic Code Persistence Browser Presentation Code Persistence Browser Service Code Service Interface (i.e. API)

34. Sakai Applications and Framework Framework Application SAF—Kernel SAF—Common Services Application Services Tool Code (Java) Tool Layout (JSP) SAF—Presentation Services Service Interface (i.e. API)

35. Sakai Web Services Framework Application SAF—Kernel SAF—Common Services Application Services Web Services Client (PHP,.NET, Java, VB, etc...) Jakarta Axis Web Services End Point Web Svcs Service Interface (i.e. API)

36. Web Services and Web Applications Framework Application SAF—Kernel SAF—Common Services Application Services Tool Code Tool Layout Presentation Service Interface (i.e. API) WS Client Axis WS End Point Web Svcs

37. Architecture Goals Provide solid, robust framework Support native tool development in Java Ease integration of ‘3Ps’ tools (Perl, Python, PHP) – capture local innovation Allow for locally-chosen levels of integration and use of new tools Encourage distributed support, development – open source community

38. Reflecting on Our Efforts Open Source Projects are crucial to supporting innovation in higher ed We have some examples now of ‘for higher ed, by higher ed’ OS efforts A literature is developing around the dynamics of open source communities What can we learn from experience and add to our common stock of knowledge; we are learning institutions, after all

39. Open Source Community in HE Awakening Sakai – enterprise framework, core tools OSP – active community, close cooperation LAMS, Moodle – pedagogy, learning activities design – naturals for collaboration, rapid growth Merlot,OCW – we are engines for generation of educational objects, courses – linking efforts Institutional repositories, libraries – working on integration, collaboration – DSpace, Fedora, RDF VRE, eScience, eResearch funding, efforts exploding Not to mention the whole Kuali effort, which will grow rapidly over next year – and find intersection points, like the SIS opportunity…and solidify the OS argument And think internationally here… JISC, SURF…

40. Future - Present Tense Sakai Evolution We are transitioning from the first stage of the project, where a core of workers ran as hard as we could to get the base of software built and running, in production, to… A more distributed organization with many, many contributors and processes that capture the energy of a full open source community Goals here are vibrant development, and long term, sustainable organization

41. Sakai Foundation Formed as a non-profit corporation to support, sustain, and promote Sakai. Initial foundation board is the current Sakai project board, with open nominations (right now), elections next month for three retiring Sakai board members. Ten on Board. Annual budget of $1M from member contributions – Will have 4-6 staff positions funded by the Foundation Support staff, core architecture and framework, release process – Two conferences per year, no cost to members Membership fee is $10,000 per year for educational institutions, non-profits, or commercial partners ($5,000 for smaller schools).

42. Sakai Project Sakai Foundation Continuity, stability and openness critical as we transition to the community-driven Foundation Open discussion and inputs into formulating bylaws and governance process Community polled on specific bylaws Sakai Foundation incorporated as non-profit, applying for 501(c)3 on October 16, 2005 Three members rolling off the existing Sakai Board so that new Board members can be elected from the community

43. Sakai Project Sakai Foundation Election Committee formed Election process posted Nominations invited, 15(+) nominations to date, Nominations close by 5:00 pm EDT TODAY, sakaiproject_elections@umich.edu Discussion, Voting during October, November Results will be announced at the Austin Sakai Conference, December 7 th New Sakai Foundation Board constituted, and the experiment continues, moves on…

44. Sakaiproject.org

45. Sakai: More Information Main site: www.sakaiproject.org – Bugs: bugs.sakaiproject.org Sakai-wide collaboration area – collab.sakaiproject.org – sakai-dev@sakaiproject.org – sakai-user@sakaiproject.org

46. Sakai/OSP Conference 2005 Technical Description of 2.1- 3.0 Dev & Contrib Processes OSPortfolio Sessions Pedagogy, eScience, UI, User Sessions Sakai Foundation Update Election Results Line Dancing Deep In The Heart of Sakai Austin, Texas - December 7-9

47. Thanks Amitava ‘Babi’ Mitra babi@mit.edu Joseph Hardin hardin@umich.edu Visit us at sakaiproject.orgsakaiproject.org