Dr. Brad WheelerIU Chief Information Officer & IUB

Dean of ITIndiana University

Assoc Professor of Information Systems

Kelley School of Businessbwheeler@indiana.edu

bwheeler.ovpit.iu.edu

From Grant to Deployment to Global Community in 24 Months Reality and Promise for Sustainable Economics

and Innovation

In just two short years, the Sakai Project has imperfectly (1) demonstrated the immense potential of the community source model for higher education.  We have (2) learned how to pool our resources, run an (3) effective governance, deliver on (4) date-driven development, (5) grow an international community of both not-for-profits and commercial interests, develop a (6) sustainability plan with US$1M cash flow, and most importantly, (7) implement the resulting software at enterprise scale in full production environments.  

Sakai is providing a unifying community for rapid innovation to support e-learning, e-research, digital libraries, and collaboration, but much, much work remains to be done.  This session will explain the Sakai Project’s recent history, its future in the hands of the Sakai Foundation, applicability of the community source model to other projects, and assess Sakai’s local impact through implementation at Indiana University.

The Sakai ProjectUniversity of Michigan

Indiana UniversityMIT

Stanford University

JA-SIG (uPortal Consortium)Open Knowledge Initiative

The Sakai Educational Partners

June 2.0 Released

Dec 2.1 Released

Michigan•CHEF Framework•CourseTools•WorkTools

Indiana•Navigo Assessment•Eden Workflow•OneStart•Oncourse

MIT•Stellar

Stanford•CourseWork•Assessment

OKI•OSIDs

uPortal

Sakai 2.0 Release•TPP•Framework•Services-based Portal

Sakai Tools•Complete CMS•Assessment•Workflow•Research Tools•Authoring Tools

Primary Sakai ActivityRefining Sakai Framework,

Tuning and conforming additional toolsIntensive community building/training

Activity: Ongoing implementation work at local institution…

Jan 04 July 04 May 05 Dec 05

Activity: Maintenance &

Transition from aproject to

a community

Sakai 1.0 Release•Tool Portability Profile•Framework•Services-based Portal•Refined OSIDs & implementations

Sakai Tools•Complete CMS•Assessment

Primary Sakai ActivityArchitecting for JSR-168 Portlets,

Re-factoring “best of” features for toolsConforming tools to Technology Portability Profile

Sakai Project Timeline

Conference172 Attend Dec 1.5

Release Pilot

Aug 1.0Conference440 Attend

Conference560 Attend

Original Nov 2003 Plan

Sakai Is…

•A foundation—a non-profit, member-supported organization created to serve the Sakai community.

•An iron chef —the famous Hiroyuki Sakai

•A project—a higher education initiative supported by a two-year (’04-05) Mellon grant.

•A community—an alliance of institutions of higher education, commercial affiliates and committed individuals committed to a community source model of software development.

•A product—an extensible Java-based enterprise framework for building collaborative teaching and research tools and services.

Placing the Sakai Product

Collaboration and eResearch

TeachingandLearning

Sakai in Production

Faculty/Staff/Students….one place for research, teaching, serviceSakai is Oncourse CL at IU

Course Tabs

University Committee Tab

ToolsSelected foreach Worksite

“Collaboration & Learning”

Sakai 2.1 Toolset•Presentation•Profile/Roster•Quiz & Tests•Resources•RWiki•Schedule•Section Mgmt•SUTool•Syllabus•TwinPeaks•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

The e-portfolio matrix populated with digital “Evidence”

Requirements Overlap

PhysicsResearch

Collaboration

EarthquakeResearch

Collaboration

Teachingand

Learning

Grid ComputingVisualization

Data Repository

Large DataLibraries

QuizzesGrading Tools

SyllabusSCORM

ChatDiscussionResources

CollaborativeTools

SharedCompute

DataSources

DataRepository

PortalTechnology

KnowledgeTools

Scope of Collaborative e-Research

“..composing and orchestrating many technologies…”

“..interoperability is key…”

IdentityACL

User Interface forCollaborative e-Research

Portals are an excellent technology for building a federated user interface across these disparate components.

CollaborativeTools

SharedCompute

DataSources

DataRepository

PortalTechnology

KnowledgeTools

IdentityACL

Sakai Implementers (partial list)

Q3 2006• Arizona State University• Boston University, School of

Management• Foothill-De Anza Community

College Dst• Portland State University• Stanford University• University of California, Berkeley• University of Cambridge• Virginia Tech

Pilots, 2005-2006• Columbia University• Hong Kong University of Science and Technology• Johns Hopkins University• MIT• Northwestern University• PayPal, a Yahoo Company• Portland State University• Rice University• Roskilde Universitetscenter• Stanford University• Texas State University• SURF, Universiteit van Amsterdam• University of British Columbia, Land and Food Systems • University of California, Davis• Universidade Fernando Pessoa• University of Missouri• University of North Texas• University of Strathclyde, AERS• University of Virginia• Virginia Tech• Walsh University• Whitman College

In Production, 2004-2005• Indiana University• Mac Learning Environments• University of California, Merced• Universitat de Lleida• University of Michigan• University of Strathclyde, AERS• Walsh University• Yale University

Q1 2006• University of Cape Town• University of South Africa (UNISA)

total = 22total = 18

Sakai Partners

Membership Fee: US$10K per year, 3 years• Access to SEPP staff

– Community development manager– SEPP developers, doc writers

• Knowledgebase• Developer training• Exchange for partner-developed tools• Strategy and implementation workshops

currently88 Partners from

6 Continents

Sakai Educational CommunityAlbany Medical College Monash University University of California, Los AngelesArizona State University Nagoya University University of California, Merced

Australian National University New York University University of California, Santa Barbara

Boston University School of Management Northeastern University University of Cambridge, CARET

Brown University North-West University (SA) University of Cape Town, SACarleton College Northwestern University University of Colorado at BoulderCarnegie Foundation for

Advancement of Teaching Ohio State University University of Delaware

Carnegie Mellon University Portland State University University of HawaiiCeritos Community College Princeton University University of Hull

Coast Community College District Rice University University of Illinois at Urbana-Champaign

Columbia University Ringling School of Art and Design University of MelbourneCornell University Roskilde University (Denmark) University of MichiganDartmouth College Rutgers University University of MinnesotaFlorida Community College at

Jacksonville Simon Fraser University University of Missouri

Foothill-De Anza Community College Stanford University University of NebraskaFranklin University State University of New York University of North TexasGeorgetown University Stockholm University University of California, DavisHarvard University SURF/University of Amsterdam University of South Africa (UNISA)Hosei University IT Research Center Syracuse University University of Texas at Austin

Indiana University Texas State University - San Marcos University of Toronto, Knowledge Media Design Institute

Johns Hopkins University Tufts University University of Virginia

Lancaster University Universidad Politecnica de Valencia (Spain) University of Washington

Loyola University, Chicago Universitat de Lleida (Spain) University of Wisconsin, MadisonLubeck University of Applied

Sciences University College Dublin Virginia Polytechnic Institute/University

Maricopa County Community College University of Arizona Whitman College

Marist College University of California, Office of the Chancellor Yale University

MIT

Sakai Commercial Affiliates

20042006

Sakai Foundation• Sakai Foundation (Oct 2005)

– 501c3 not-for-profit foundation to own copyright and coordinate the Sakai Project

• Board Elections (Nov 05)• Christopher Coppola, rSmart Group• John Norman, U. of Cambridge• Charles Severance, Sakai Chief Architect• + 7 continuing board members

• Austin Conference (December 2005)– 98 Sessions on development, tools, UI, training, rollout, support,

migration, Pedagogy, library, repositories, e-research, ePortfolio

1970-80s 1990 2000

Build Build orBuy

Build, Buy, or “Borrow”

2010

Benefits?Control of destinyLeverage of $$LearningEcology of innovation

Risks?Support?Quality?Sustainability?Security?

Consolidation

2002200219951995 20042004 20072007

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Gro

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Com

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Indu

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Sha

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BlackBoard

WebCT

BlackBoard

+WebCT

Sakai ProjectSakai ProjectSakai ProjectSakai Project Foundation...Foundation...Foundation...Foundation...

Board of Directors and Founding Partners Brad Wheeler, Chairman, Associate VP and Dean, Indiana University (IU)

Bruce Alexander, Michigan State University (MSU)Lee Belarmino, San Joaquin Delta College (DC)

Chris Coppola, rSmartJoanne DeStafano, Cornell University (CU)Charles Ingram, University of Arizona (UA)David Lassner, University of Hawaii (UH)

James Morley, NACUBO (N)Barry Walsh, Executive Director, Indiana University (IU)

KUALI COMMUNITY SOURCE PROJECT ORGANIZATIONAL CHART

Last Modified: 9/28/2005

Architecture Advisory Group

Brian McGough, ChairBryan Hutchinson, CU

Aaron Godert, CUChris Kirschenman, DC

Terry Durkin, IUJerry Neal, IUJay Sissom, IUJeff Morris, IU

Andrew Holloman, UATony Potts, rSmartRalph Olstad, DC

Wes Price, UH

Functional CouncilKathleen McNeely, Chair, IU

Mark McGurk, UAKymber Horn, UAMary Wheeler, CUArthur Mintz, CUSteve Lutter, CUClairTyson DC

Kathy Cutshaw, UHKathie Egami, UH

Henry Ito, UHJoan Hagen, IU

Dave Brower, MSUVince Schimizzi, MSUBruce Alexandar, MSU

David Lyons, NDick Barber, rSmart

Project ManagerJim Thomas, IU

Developer and Technical Pool

20 – 30 Team

Members

Kuali InvestorsOregon State University

(OSU)

Chart of Accounts1 IU-Bill Overman, Chair2 CU-Pat Kane3 CU-Mary Wheeler4 DC-Claire Tyson 5 MSU-Vince Schimizzi6 UA- Floyd Roman7 UH-Paul Kikuchi

General Ledger and eDocuments1 IU-Joan Hagen, Chair2 MSU-Vince Schimizzi, Chair3 CU-Mary Wheeler4 DC-Claire Tyson5 IU-Sterling George6 UA-John Lockwood7 UA-Kymber Horn8 UH-Paul Kikuchi9 UH-Wendall Ho10 UH-Dennis Nakamura

Workflow/Routing1 IU-Bill Overman, Chair2 CU-Steve Lutter3 DC-Claire Tyson4 MSU-Ann Thorsen5 UA-Kymber Horn6 UH-Tammy Lu-Vandevender7 UH-Henry Ito

Decision Support and Basic Reporting1 CU-Steve Lutter, Chair2 UA-Liz Taylor, Chair3 IU-Chris Shelton4 IU-Damon Dorsey 5 CU -Marcia Page6 DC-Claire Tyson7 MSU-Steve Ueboerroth8 MSU-Greg Deppong9 MSU-Bill Sperber10 UH-Russell Miyake11 UH-Kathy Cutshaw12 UH-Dennis Nakamura13 UH-Wayne Fujishige

Accounts Payable and Purchasing 1 IU-Lorelei Meeker, Chair2 IU-Jennifer Fouty, Chair3 CU-Cathy Solino, Chair4 CU-Steve Lutter5 DC-Mary Bernardino6 DC-Jerry McLean7 IU-Peggy Maschino8 MSU-Boyd Shumaker9 UA-Patty Taylor10 UA-Tammy Strom11 UH-Emiely Jorgensen12 UH-Mike Wong13 UH-Tammy-Lu Vandeventer

Labor Distribution1 UA- Suzanne Zimbardo, Chair2 CU- Jeff Siber3 DC-Sharon Underwood4 IU- Sterling George5 MSU- Julianna Couches6 UH- Mike Wong7 UH- Paul Kikuchi

Budget1 IU–Steve Keucher, Chair2 CU–Mike Whalen3 DC–Raquel Pentes4 MSU–Ann Rhodes5 UA–Jim Florian6 UH-Dennis Nishino7 UH–Bo Nagao

Accounts Receivable1 IU-Anna Jenson, Chair2 CU-Cathy Salino3 DC-Chris Esposeto 4 MSU-Mary Nelson5 UA- Mark Barton6 UH- Paul Kikuchi7 UH-Galen Kuramoto

Capital Assets1 DC-Shelley Pierce, Chair2 CU–Nancy Abbott3 IU–Anna Jensen4 MSU-Boyd Shumaker5 UA–Alan Blumberg6 UH–Ken Lum7 UH–Kevin Hanaoka

Endowments1 CU–Mary Wheeler, Chair2 DC–Shelly Pierce3 IU–Joan Hagen4 MSU–Glen Klein5 UA–Marlene Moldenhauer6 UH–Paul Kikuchi

Research Administration1 IU-Jim Becker, Chair2 CU-Dan Dwyer3 CU-Jeff Silber4 DC-Imelda Mora5 DC-Sharon Underwood6 MSU-Dan Evon7 UA-Sherry Easham8 UA-Lori Schultz9 UH-Kevin Hanaoka10 UH-Galen Kuramoto11 UH-Dennis Nakamura

Technical Council Brian McGough, ChairAndrew Holloman, UA

Mark Mara, CURalph Olstad, DC

Wes Price, UHSat Pal, MSU

Tony Potts, rSmart

BASE MODULES – RELEASE I / April, 2006 ADDITIONAL MODULES – RELEASE II / April, 2007

Project CoordinatorJulie Bennett Dreesen

(IU)

Extended BoardDavid Brower, MSU

David Gift, MSUSally Jackson, UA

David Koehler, CornellBrian McGough, IU

Kathleen McNeely, IU Liz Taylor, UA

Jim Thomas, IU

PKIDartmouth

Twin PeaksNavigator

Collection ofOpen Source SoftwareFor Higher Education

Developing Enterprise-scale systems is Really Difficult….

Developing them With Others is Really, Really, Really Difficult…

The Secret Sauce Recipe…

1. Begin with an Existing System

2. Use Date-Driven Development

3. Board Members Must Face Delivery ‘Back Home’

4. Create a Strong Board and governance

5. Engage in Post-Project Community Development up Front

Vett Project Talent Carefully and Make Necessary Decisions

Effective Collaboration is a valuable Organizational Capability…

Staff Development Work to Learn How to Partner

The Real Chef Sakai!Sakai ProjectChair – Joseph Hardin

Sakai: More Information•Sites

• Main site: http://www.sakaiproject.org

• Austin: http://bugs.sakaiproject.org/confluence/display/winterconf2005/Home

• Sakai-wide collaboration area: http://collab.sakaiproject.org

• Sakai Issues Tracking: http://bugs.sakaiproject.org

• Sakai SVN: http://source.sakaiproject.org/svn

• Sakai 2.1 release: http://www.sakaiproject.org/release

Sakai Contacts• Joseph Hardin: hardin@umich.edu (board)• Peter Knoop: knoop@umich.edu (JIRA)• Mary Miles: mmiles@umich.edu (partners)• Charles Severance: csev@umich.edu (architect)• Anthony Whyte: arwhyte@umich.edu (technical)

The Sakai Project

“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 US$2.4 Million Grant” – December 2003

Sakai Technologies

Java1.4.

2

Oracle 9i / 10g

Apache - SSL, mod_jk,

WEBISO, virtual hosting

Tomcat 5.5

JBoss

MySql 4.1

SakaiSakaiSpringSpring

HibernateHibernateJava Server Java Server

FacesFacesVelocity Velocity (legacy)(legacy)

A Java enterprise environment

• Component-based expandability• Appearance of a single well-integrated application• Flexible Presentation (HTML, Portals)• Support for web services• Cross-language support• Production-ready

Technical Goals

Applications?

TCP/IP, SendMail, HTTP

Linux

Apache, JBoss, Eclipse

Open Source is M

oving up the Stack