umcm: one institution’s implementation experience with kuali curriculum management michelle appel...
TRANSCRIPT
![Page 1: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/1.jpg)
UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management
Michelle Appel – Functional Lead | UMD, College Park
Joseph Drasin – Project Manager | UMD, College Park
Garey Taylor – Technical Lead | UMD, College Park
![Page 2: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/2.jpg)
2
Large “flagship” University 12 Colleges, over 100 departments
150+ programs of study, depending on definition
26,000+ undergraduates, 10,000+ grad students
~8,000 employees including ~ 1,500 T/Tk faculty
Growing Kuali Community on campus Rice & COEUS (MIT) in production
KFS in Development
COEUS & OLE in early stages
Legacy, homegrown SIS on a mainframe Challenges with ability to sustain expertise on technology
Difficulty continuing to meet changing campus needs
University of Maryland
![Page 3: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/3.jpg)
3
Team based in College Park, MD, South Africa, and Vancouver, BC
KS 1.2.2 codebase (this is incorporated into CM 2.0)
Focused year 1 implementation on course proposal and approval Create a course
Modify a course
Retire a course
Workflow
Authorization
Dependency analysis
….(ADD)
Project Introduction
![Page 4: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/4.jpg)
4
Large multi-disciplinary distributed team
Structural evolution
Support of operations and ongoing development
Current Structure Data Team (Functional & Technical)
Software Development Team
Functional Working Group (including UI)
Quality Assurance
Documentation and Training
Rice coordination team *NEW*
Organizational structure
![Page 5: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/5.jpg)
5
Hybrid Upfront Waterfall Style Requirements Gathering
Dedicated Business Analysts
Dedicated Subject Matter Experts
Agile Style Development Two Week Sprints
Daily Standups
Product Owner Priority Meetings
Sprint Retrospectives
Agile in Production Balancing O&M with new development
Development Methodologies
![Page 6: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/6.jpg)
6
Major Milestones 7/21/2011 Project Kickoff 8/26/2011 Milestone 0 “Infrastructure” 11/1/2011 Milestone 1 “The Plumbing” 12/13/2011 Milestone 2 “Soft Launch” 1/31/2012 Milestone 3 “Production Build” 3/29/2012 “Go-Live” – First record processed July 2012 Major Release (Retire by Proposal) August 2012 Became system of record August 2012 Major Release (VPAC Agenda) October 2012 Major Release (Dependency Analysis)
Where are we today Onboarding and training additional colleges Adding new features and bug fixing Preparing for CM 2.0 implementation Looking into how CM fits into ENR (particularly with data)
Project Timeline
![Page 7: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/7.jpg)
7
Fantastic
Busy
Tedious
Slow
Tenuous
Hectic
Chaotic
Amazing
What is it like being live
![Page 8: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/8.jpg)
8
Where We Came From – Course Proposal
![Page 9: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/9.jpg)
9
Where We Came From – Course Lookup
![Page 10: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/10.jpg)
10
Public Site – www.testudo.umd.edu/ks
![Page 11: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/11.jpg)
11
Data work – mapping, clean-up, loading
Localization UI
Syntax
Fields
Authorization setup
Workflow
Rules Configuration – types, categories
Data entry
Retire a course
Summary of Major areas of Work
![Page 12: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/12.jpg)
12
Management Operations + Development = Less Sleep
Be Flexible
Communication and coordination with functional stakeholders is key
Set manageable (small) scope Set expectations
Prepare for the unexpected (technically and functionally)
Stick to time box – Don’t go off the rails
High visibility, but low volume use and impact
System of record issues will need to be addressed
Lessons Learned – Management
![Page 13: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/13.jpg)
13
Functional Data work is a huge effort – start early
Sometimes you don't know enough to make the decisions Development possibilities and directions
Changing campus needs and business processes
Software has features campus wants, but isn’t ready for
Timing of functional input can be challenging “Hurry up and wait”
Dedicated analysis time
Find forgiving functional users – testers, pilot users
Be open to new collaboration tools, willing to adjust midstream
Develop an outward facing site
Get Rice expertise – functional and technical
Lessons Learned – Functional
![Page 14: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/14.jpg)
14
Technical Development Methodologies
Development Environment Setup Development Tools (Confluence, Jira, Bamboo)
Local Overlay Project (Coding Environment)
Kuali Student 1.2.1
Server Environments
Data Load Testing
Authorization
Running in Production
Lessons Learned – Technical
![Page 15: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/15.jpg)
15
Local Overlay Project KS 1.2.2 Base Dependency
5 Local Sub Projects Umd-cm-cfg-dbs – DBs
• Baseline • Developer Reference
Umd-cm-impl – Impl Overrides
Umd-cm-rice – Rice Overlay
Umd-cm-ui – UI Overrides
Umd-cm-web – WAR Deploys
Local Development Environment
![Page 16: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/16.jpg)
16
Confluence – Wiki Functional Documentation
Design Specs
Developer Documentation
Development Tools - Confluence
![Page 17: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/17.jpg)
17
JIRA – Issue Tracking Functional Issue Tracking
Technical Issue Tracking
Development Tools - JIRA
![Page 18: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/18.jpg)
18
Bamboo– Continuous Integration Test Code Compilation
Build Development Artifacts
Test Data Load: UM->KS
Test Deployment
Test UI via Selenium
Development Tools - Bamboo
![Page 19: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/19.jpg)
19
“Special” Collaborative Patch Branch First Full Reference Implementation
Critical Issues Will Be Found
Collaboration Between UMD, NWU, and KS
Now running off a local copy of KS CM Waiting for contribution model to be finalized
KS 1.2.2
![Page 20: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/20.jpg)
20
Dev Nightly Build – Full Data Load
Public Nightly Build – Reference Impex Load
QA Manual Build – Full Data Load
Duplicate of Production Env 4 KS App Servers Running Parallel
Production Manual Build
One Initial Load
Nightly Update Load
Server Environments
![Page 21: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/21.jpg)
21
Tool to Populate KS Implementation with UMD Data
Loads into KS via Web Services DB to DB was deemed to complex
Web Service Contract Stability
Low Volume
Full Load run every night to test iterative changes
Production loads will only update changes
Data Load Testing
![Page 22: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/22.jpg)
22
KS 1.1 & 1.2 Partially Implemented Authorization
Adding Standard UI Authorization framework
Finer grained permission checking
Authorization
![Page 23: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/23.jpg)
23
Have an effective QA process and try to stick to a release schedule
Improve the product by contributing back patches
Have developers that will maintain the product train on one of the national teams for a month Best way get up to speed quickly
Establish relationships
Learn a lot about effective software development
Running In Production
![Page 24: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/24.jpg)
24
Michelle Appel – [email protected]
Joe Drasin – [email protected]
Chris Mann – [email protected]
Garey Taylor – [email protected]
Questions?
![Page 25: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/25.jpg)
25
Appendix
![Page 26: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/26.jpg)
26
DEMO (MA)
![Page 27: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/27.jpg)
27
KS Landing Page (MA)
New color scheme, navigation menu moved
![Page 28: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/28.jpg)
28
CM Landing Page (MA)
![Page 29: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/29.jpg)
29
Create a Course – Course Information (MA)
Changes in headings, configured & additional fields
![Page 30: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/30.jpg)
30
Create a Course – Governance (MA)
Maryland data, constrained values
![Page 31: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/31.jpg)
31
Create a Course – Course Logistics (MA)
Customized values
![Page 32: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/32.jpg)
32
Create a Course – Course Requisites (MA)
New Rule Types
![Page 33: UMCM: One Institution’s Implementation Experience with Kuali Curriculum Management Michelle Appel – Functional Lead | UMD, College Park Joseph Drasin –](https://reader035.vdocument.in/reader035/viewer/2022062620/551b8990550346a10a8b55c9/html5/thumbnails/33.jpg)
33
Where We’re Headed (MA)