1. Buy and Build Strategy u Buy u Build u Layer –Improve, distinguish, consolidate u Collaborate –Open Source is both “build” and “buy” –Portal, portfolio, CMS, Fin Aid…

3. Web “Lens” u 1- Institutional Presentation –Image, Brand, Appearance u 2- Resolve Disparity –System, Hardware, Software, Era u 3- Change Business Practices –Quickly, Cheaply, Creatively Vendors see Web as a user interface and market requirement.

5. Compound “Lens” u The Institution, System Integration –UD Presentation –Resolve Disparity –Change Business Practices u The Customer, The User Experience –Personalize –Customize Resolution, Differentiation

6. Why a Portal u Resolve disparity u Adopt person-centric user interface u Keep pace with changing expectations u Adopt transformation technology u Provide framework for application development

7. uPortal Open Source Project u 2 ½ years u $770,000 Mellon Foundation Grant u Contributed effort: Dozen core developers u 100 Implementations u Hundreds of Thousands of Users u 11 Countries u 7 Commercial Vendors

8. Original Motivation u Combat “Free” Portals u Provide and Share Experience u Build Community u Promote Standards u Come Together u “For Education, By Education”

9. uPortal u Dozen Developer Institutions u One Hundred Implementations u Hundreds of thousands of users u Eleven Countries u Seven Commercial Partners u Various Spin-offs u Engaged with other efforts.

10. CSG Participation u Yale u Princeton u Columbia u Delaware u Cornell u Virginia u Colorado u Brown, Washington, Wisconsin, Georgetown

11. Model for Open Source u uPortal Success Factors –Collaboration –Community –Cash –Commercial Partnership –Community Source

12. Community u For Education by Education u Contribute Effort u Provide Support u Community vs Vendor Relations u “Membership” u Spinoffs

13. Community Source u Open? u Bounded u Market-Driven u Undirected u Community Target u Value of Community u Community Behavior

14. Cash (Funding) u Seed Efforts u Enable Commercial Partnership u Ensure Progress u Stamp of Approval u Self-Sustaining Plan u $800k, $3m, Free

15. Commerical Partners u Dedicated Resources u Long-term Support u Long-term Development u Potential Contributors u Marketing

16. Successful Commercialization u CampusPipeline/SCT u UNICON/IBS u im&m u Sigma Systems u Datatel u LAT u RSmart u iAssessment u Channels –WebCT –Blackboard

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

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

19. Open Source Software u Free? u Open? u Collaborative? u Risky? u Non-Commercial? u Influence the Marketplace

20. More Information u JA-SIG uPortal Conference –Denver- June 2004 u JA-SIG and uPortal –www.ja-sig.org www.ja-sig.org u Delaware’s UD&me demo –uportal.udel.edu uportal.udel.edu u Open Source Portfolio Initiative –www.theospi.org www.theospi.org u carlj@udel.edu carlj@udel.edu