1. open source administration software for education next generation student system I Did Not Know You Could Do That With An SIS: How To Make Kuali Student Work For You Norman Wright, Business Analyst, University of Southern California Doug Chew, Systems Analyst, University of British Columbia Kamal Muthuswamy, Senior Application Systems Engineer, University of Washington

2. open source administration software for education In The Next 60 Minutes … Introduction Architecture UI Configuration Search Configuration Data Configuration Workflow Configuration Challenge Q/A

3. open source administration software for education From the Charter… Kuali Student will be a modular, open source, standards-based next generation student system that will offer a flexible, scalable, cost- effective system that can be configured to meet the business requirements of any higher education institution

4. open source administration software for education That’s a tall order…. We wanted a system that is infinitely configurable! So we came up with….

5. open source administration software for education Welcome to Kuali Student R1.1

6. open source administration software for education No Actually… The Charter Translated into reality…. We analyzed not just the founder and partner schools but did a wide scan…. How do schools actually differ? – Look and Feel – Validation – Text and labels – Additional Data – Lookups – Workflow

7. open source administration software for education Draw a Distinction between Validation & UI Validation Cares about what – Data – Rules – Integrity Must be rock solid One Rule for all contexts User Interface Cares about how – Look and feel – Ordering – Ease of Entry Can allow in invalid data – and then validation gives error Varies by context

8. open source administration software for education The resulting KS Architecture Highly Configurable SOA Based GWT Driven UIF Spring beans based configurations

9. open source administration software for education KS Architecture

10. open source administration software for education Configuring UI GWT Deferred Binding Themes Hiding Sections / Fields Messages

11. open source administration software for education KS Look and Feel

12. open source administration software for education Institution Look and Feel

13. open source administration software for education Hiding a Section / Field Extend CourseConfigurer Override methods Deferred Binding to replace CourseConfigurer

14. open source administration software for education Removing the Financials Section

15. open source administration software for education Removing the Financials Section Before After

16. open source administration software for education Hide Pass Fail Field Before After

17. open source administration software for education Kuali Student Message Maintenance Validation messages Constraints Labels Help text Instruction text

18. open source administration software for education Labels Before After

19. open source administration software for education Help Text Before After

20. open source administration software for education Configuring Lookups & Searches

21. open source administration software for education Subject Area as Search Oracle

22. open source administration software for education Subject Area as Drop Down

23. open source administration software for education Before xml

24. open source administration software for education After xml

25. open source administration software for education Applies Cross-listing entry as well

26. open source administration software for education Start Term Before

27. open source administration software for education Start Term after

28. open source administration software for education XML For configuring what is allowed kuali.atp.type.Spring kuali.atp.type.Fall kuali.atp.type.Session1 kuali.atp.type.Session2 kuali.atp.type.Mini-mester1A kuali.atp.type.Mini-mester1B

29. open source administration software for education XML For configuring what is allowed kuali.atp.type.Spring kuali.atp.type.Fall kuali.atp.type.Session1 kuali.atp.type.Session2 kuali.atp.type.Mini-mester1A kuali.atp.type.Mini-mester1B -->

30. open source administration software for education Browse Catalog Before

31. open source administration software for education Browse Course Catalog After

32. open source administration software for education Data Configuration: Dictionaries Central to KS data configurations Spring bean based XML files Manages constraints around data Allows adding new data fields without code changes Easy to extend and override Consumed by both the services and UIF

33. open source administration software for education Data Configuration: Overriding default constraints Basic constraints – minLength, maxLength, validChars, etc Conditional constraints – When State = ‘active’ require Title Lookup based constraints – Program Code should be in X lookup table Custom constraint – Any custom logic for validating fields

34. open source administration software for education Basic Constraints: Before

35. open source administration software for education Basic Constraints: After

36. open source administration software for education Basic Constraints: XML DRAFT

37. open source administration software for education Custom Validation: Before

38. open source administration software for education Custom Validation: After

39. open source administration software for education Custom Validation: XML

40. open source administration software for education Data Configuration: Adding new fields Dynamic attributes (DA) on most message structures No code change required at the service level All constraints available for DA Expose DA as regular field to KS UIF

41. open source administration software for education Adding New Field: Before

42. open source administration software for education Adding New Field: After

43. open source administration software for education Adding New Field: XML

44. open source administration software for education More Configuration Configure ATP, Messages, Enumerations Configure Rules (RequirementComp onents)

45. open source administration software for education Infrastructure Configuration Tomcat 6.0.24 JAVA JDK: 1.6.0_18 RICE 1.03 dB: Oracle XE 10.2.0 for development and test Oracle 11G in test OS: Fedora 8

46. open source administration software for education Configuring Workflow KSOR - Kuali Student Organizations KIM - Kuali Identity Management KEW - Kuali Enterprise Workflow

47. open source administration software for education KS Organization Publication Office Senate Division College Department

48. open source administration software for education UBC Organization Approval Hierarchy Publication Office Senate Faculty Department

49. open source administration software for education Positions and People Define positions in organizations Add people in Kuali Rice (KIM) Configure KIM for field level authorization

50. open source administration software for education Organization Memberships Memberships - add people to positions Workflow tied to positions

51. open source administration software for education KS Approval Workflow

52. open source administration software for education UBC Approval Workflow

53. open source administration software for education Complex Workflows - Branches Branches Logic Split Nodes

54. open source administration software for education Undergraduate Course Proposal Workflow

55. open source administration software for education Graduate Course Proposal Workflow

56. open source administration software for education Standard UBC Workflow

57. open source administration software for education Pilot Course Workflow Workflow Proposal

58. open source administration software for education KS Configuration Challenge

59. open source administration software for education Summary Highly not Infinitely Configurable Leverage Configurability in Rice Clean separation of different layers of archictecture KS Configuration Guide