In Indianapolis, we were pleased

to announce the plans for Kuali

Days 2012! We will be at the

Hilton in Austin, TX from Octo-

ber 14-16 for another great

event. Keep an eye on the Kuali

Days event page as we release

more details...

Kuali Days 2012

Kuali Coeus

User Conference 2012

Atlanta, Georgia is the place to

be this April for research ad-

ministration. The Kuali Coeus

User Conference will be in

town from April 22-27. For

more information on joining in

on the fun and games, see our

article in the events section..

March 2012

Community News Special points of interest:

Five new mem-bers, four new project partners, and many imple-mentations in progress (2)

Four project re-leases (3)

OpenCollab joins Kuali as our first African KCA (2)

eThority also joins as our new-est KCA (2)

Our projects are all making great progress (8)

We all had a blast at Kuali Days 2011. We were happy to see so many friendly faces! (3)

Checkout our events page (15)

See you in Austin, Texas!

Thank you for being a part of the Kuali Community!

We've had an exciting few months since our last issue.

From our highly successful Kuali Days to new releases of our software,

we've been busy here at Kuali.

Foundation news…………………………………….….2

Who’s new to Kuali and who’s joining projects, a news round-up,

and an announcement about staffing changes

KCA Spotlight on OpenCollab……………………………7

Find out about one of our newest Kuali Commercial Affiliates

Project News……………………………………………..….8

Find out about life on the Kuali Projects: our latest releases, who’s

implementing, and other important updates

Events……………………………….………………………...15

Where to find Kuali at an event near you

Recognitions and Awards………………………………….18

In this Issue:

Open Collab

OpenCollab joined the Kuali Founda-

tion as a Kuali Commercial Affiliate on

November 1, 2011. The move em-

phasizes OpenCollab’s commitment

to using collaborative methods and

open source technology to deliver

world-class…

Read More

eThority

Kuali members will benefit from

eThority’s data modeling exper-

tise, ‘user-obvious’ technology,

and successful history serving

Kuali members and other institu-

tions of higher education.

Read More

New Members

Coeus

University of California, San Diego

University of Hawaii

KPME

Colorado State University

Student

University of Toronto

Indiana University-Purdue University (Ft. Wayne)

University of Utah

Strathmore University

Rancho Santiago Community College District

Haverford College

Page 2

FF oundat ion Newsoundat ion News

There’s lots of excitement at the Kuali Foundation, as all of our projects have

seen tremendous growth. Five new members joined the

Kuali Foundation, four members became new partners

on our projects, and we welcomed two new KCAs to

the Kuali family. We’ve also made some changes to

our Foundation staff.

New Partners

New to Kuali

New Kuali Commercial Affiliates

“It demonstrates that the

Kuali systems...are

designed for all sizes of

colleges and universities.”

Keynote Speaker Dr. Michael A McRobbie

Page 3 March 2012 FOUNDATION NEWS

Keynote Speaker Joanne M. DeStefano

The Kuali Student Team deliv-

ered 1.2 of Curriculum Man-

agement this November and its

now available to the general

public for download. This se-

cond release builds upon the

innovative curriculum manage-

ment capabilities of the first

release, which included inte-

grated management of courses,

programs, and learning...

Read More

Kuali Student Curriculum Management 1.2 Now Available

Kuali OLE 0.3 was released just

in time for Kuali Days! It is a

significant milestone in open-

source software development

that addresses the functional

needs of higher education re-

search libraries for managing

information resources. Kuali

First Public Release of Kuali OLE

This November, the Kuali Peo-

ple Management for the Enter-

prise (KPME) project released

version 1.0 of their software!

This release, the KPME Time

and Attendance module, pro-

vides a robust, enterprise-wide,

easy-to-use system for tracking

and approving employee time.

KPME Release 1.0 is the result

of collaboration of multiple

higher education and commer-

cial affiliates...

Read More...

KPME Releases Version 1.0

Thanks to everyone that joined

us in Indianapolis for Kuali

Days 2011! We all enjoyed

three intensive days of presen-

tations, workshops, showcases,

receptions and social events.

Special thanks to our Keynote

speakers, Joanne M. DeStefano,

Vice President and Chief Finan-

cial Officer at Cornell Universi-

ty, and Dr. Michael A.

McRobbie, President of Indiana

University.

It was by far our most well

attended Kuali Days to date,

drawing 815 attendees from

133 institutions, 36 states, and

7 countries.

Read more...

Kuali Days 2011

After two years of work and

over 1300 Jiras addressed, the

Kuali Rice team delivered the

final release of Rice 2.0. The

Rice team worked tirelessly in

the face of enormous scope

and large change to build a new

foundation upon which to build

the next generation of Kuali

applications and more. The

Kuali Rice community has sup-

ported this work through code

contributions, participating in

the… Read More

Release of Kuali Rice 2.0

Open Library Environment

(OLE) is a robust, enterprise-

wide,...

Read More...

Project Releases News Roundup

Page 4

This November, the University

of Hawaii (UH) finished their

work begun in 2008 and proud-

ly unveiled their implementa-

tion of the Proposal Develop-

ment and Award modules of

Kuali Coeus (KC) 3.1, on No-

vember 1, 2011. No stranger

to Kuali, UH is one of the

founding members of the Kuali

Foundation and was one of the

early adoptors of KFS...

Read More...

The University of Hawaii—Live with Kuali Coeus 3.1

“The functionality

of KFS was built

for higher

education, by

higher education,

and serves the

needs of liberal

arts colleges”

News Roundup Institutional News

Haverford College announced

this fall that it has chosen the

Kuali Financial System

(KFS) as its new enter-

prise financial system.

After an extensive selec-

tion process, the team at

Haverford determined that

KFS best met their needs and

fit well with their strategic

direction for enterprise sys-

tems. The functionality of

KFS was built for higher

education, by higher

education and serves the

needs of a liberal arts

college.

Read More...

Haverford College Chooses Kuali Financial System

The Kuali Foundation is pleased

to report that the University of

Arizona went live with the

Kuali Financial System (KFS)

version 3.0 on their cam-

pus. The UA implementation

delivered a comprehensive

campus-wide set of modules

including General Ledger, Ac-

counts Payable, Purchasing,

Capital Assets, Labor Ledger

and Accounts Receivable.

Arizona has been a member of

the Kuali Foundation since

2005 and a partner with the

KFS and KC project. Kuali is a

primary example of how insti-

tutions can contain costs in

higher education through inno-

vation and collaboration by

using open source software

solutions. UA joins other uni-

versities who have already

implemented KFS, including

Colorado State University, San

Joaquin Delta Community Col-

lege, Michigan State University

and Cornell University.

Read More...

The University of Arizona—Live with Kuali Financial System!

eThority, a market leader in

business intelligence solutions

for higher education, and

rSmart, a leading provider of

distribution and support sub-

scriptions for open source

clients, team up to launch a

strategic financial analytics initi-

ative at the Stevens Institute of

Technology. Together, the

firms will leverage eThority

technology, a collective

knowledge of Kuali project

architecture, and decades of

experience in higher education

administration to rapidly deploy

financial information gleaned

from GL, PURAP, Workflow,

Kuali Coeus and other dispar-

ate systems. By utilizing eThori-

ty, Stevens’ Central Finance

Office and managers across

campus will benefit by accessing

on-line, interactive institutional

dashboards in addition to cre-

ating their own personalized

reports and performing on-the-

fly analysis...

Continue Reading

rSmart

“I want to thank the

VivanTech team for their

hard work in making

CGB possible in KFS 4.1

for UH. It has been a

wonderful experience for

everyone involved.”

Yaa-Yin Fong,

Director of the Office of

Research Services at

University of Hawai’i

Page 5 March 2012 FOUNDATION NEWS

News Roundup KCA News

Conference Appearance

At the HEUG conference on

Tuesday, March 20, Navigator

presented on its Kuali Finan-

cials version 4.1 implementa-

tion at Haverford College. The

primary implementation con-

sists of General Ledger/COA

and Purchasing/AP. The project

is being executed over a very

short timeframe using the Agile

implementation methodology,

and will leverage an open

source BI solution, Jaspersoft,

to address financial reporting.

Once Kuali goes live and has

stabilized at Haverford, the

notion of Kuali as a viable alter-

native for small institutions will

be proven.

Continue Reading

Navigator

Billing for contracts and grants

requires an invoicing process

that is significantly different

from invoicing for goods and

services. With that knowledge,

a consortium of 8 institutions,

Cornell University, University

of Hawai’i, Colorado State

University, UC Davis, Universi-

ty of Connecticut, Iowa State

University, Michigan State Uni-

versity, and University of

Marylan contracted VivanTech

to add this much needed func-

tionality to KFS.

Vivántech has enhanced the A/

R functionality in KFS to auto-

mate the creation of invoices

for contracts & grants. Users

define how and when CGB

invoices are created, how

draws are made against letters

of credit, and applies them to

the invoices.

At the end of 2011, Vivántech

was able to deliver the first of

two phases on time and budg-

et. “Vivántech’s team members

made every effort along the

way to ensure that their contri-

bution of the Contracts and

Grants Billing enhancement

exceeded our expectations.

Contracted contributions are a

new frontier for KFS, and

Vivántech proved a valuable

partner in one of our first such

efforts. WE would be very

happy to work with Vivántech

in this capacity again in the

future,” said Ailish Byrne, the

KFS P ro j e c t Man age r .

Vivántech is currently working

on phase 2 of the CGB project,

which will support the post-

award administrator’s efforts to

timely collect the debts.

Continue Reading

VivánTech

Page 6

In order to do

justice to these

growing

responsibilities,

we at the

Foundation are

reorganizing the

past and present

members of the

staff to better

complete these

tasks, as well as

enlisting some

part-time talent

to bring a laser

focus to targeted

issues.

Announcement Staffing Changes Throughout Kuali, we often talk

about the reality triangle: balanc-

ing time, resources, and scope.

As the Kuali Foundation grows,

so too do the number and size

of the duties before our organi-

zation. New members and new

projects not only bring new

perspectives and new resources,

they also bring a myriad of finan-

cial, technical, and communica-

tions tasks.

In order to do justice to these

growing responsibilities, we at

the Foundation are reorganizing

the past and present members of

the staff to better complete

these tasks, as well as enlisting

some part-time talent to bring a

laser focus to targeted issues.

Here’s a quick look at the changes

we’re making to better serve the

Kuali community:

Familiar Faces

Leah Drichel, the current Kuali

Foundation Administrative Assis-

tant, will be expanding her duties

to include accounting operations,

including booking revenues and

expenses, paying invoices, pro-

cessing checks, doing some fi-

nancial reporting, etc. Amanda

Ritchie, our Kuali Accountant,

will then be able to focus more

of her time on the overall ac-

counting, oversight of the books,

quarter-end and year-end close,

and the audit.

We welcome Cheryl Medley

back to the Foundation! Kuali

Student has agreed to let us

borrow her part-time to help

with some of the Communica-

tions duties. She will be assisting

with website management, social

media, newsletters, onboarding new members, and other duties

related to maximizing the com-

munication efforts of the Kuali

Foundation.

New Team Member - Mike

Allmendinger

We also welcome Mike All-

mendinger to the team to add

professional polish to some of

our creative content. He will

work with Cheryl and Jennifer

on creating content for the web-

site, videosharing, events, etc.

Mike has 25 years of professional

multi-media and graphic design

experience. He was a television

documentary and live-event

producer/director at Cornell

University from 1991 to 2009

and at Oklahoma State Universi-

ty prior to that.

Since 2009, Mike has been serv-ing as the Campus Readiness

Lead for the KFS at Cornell

implementation project. There

he oversees the development

and execution of the KFS team's

communication and outreach

plans. He also owns and oper-

ates his own video post-

production facility, PostAll Pro-

ductions.

Mike says, "I'm excited about the

opportunity to create a con-

sistent look and multi-media

presence across the Kuali Foun-

dation's many communication

platforms. I look forward to

meeting and working with many

of you to make this effort hap-

pen."

New Team Member - Scott

Wilson

Scott Wilson will be joining the

team part-time as a web devel-

oper to assist with some of the

more technical aspects of our

website management. Farooq

Sadiq will be helping to train and

manage Scott’s time, hopefully

freeing up some time of his own

for his Infrastructure work!

Scott is delighted to join the

Kuali team. He brings over 10

years of web design and develop-

ment experience, and is enthusi-

astic about working with the

o r g an i z a t i on t o e v o l v e

and grow its site and overall

presence. Scott believes in and

strives for an "open Web" -- one

that embraces standards, privacy,

and accessibility to all. No new-

comer to the higher education

community, Scott works for

Indiana University's Information

Security Office.

New Team Member – Mark

Norton

We welcome Mark Norton, who

will be assuming the role of Li-

censing Steward, and oversee all

our licensing activities. Many of

you will begin hearing from Mark

soon as he works with the vari-

ous teams to promote and com-

municate best practices that will

help us all.

Some of you may remember

Mark, who has worked with

many Kuali projects over the

years, and was the first Chair for

the Application Roadmap Com-

mittee (ARC). We welcome

Mark back to the Kuali family!

Please join us in welcoming

our new team members !

Page 7 March 2012 KCA SPOTLIGHT

OpenCollab is a privately-held South African

company based in Cape Town. Since 1999 the

team at OpenCollab has delivered projects

that span administration systems, learning

management systems and reporting solutions.

OpenCollab’s biggest contribution has been

the development, implementation, and pro-

duction support of an end-to-end Java-based

Student Administration System at North-

West University (NWU).

OpenCollab has a long-standing relationship

with NWU, leading to the introduction of

OpenCollab to Kuali in 2008. Active partici-

pation in the Kuali Community started in

2010 when OpenCollab and NWU travelled

to the U.S. to meet some of the key players in

the Kuali Community. NWU committed to

the Kuali Community by joining the Kuali

Student project in early 2011, which opened

the doors for further collaboration between

OpenCollab and NWU on Kuali related pro-

jects.

Since early 2011, OpenCollab has collaborat-

ed with NWU in growing Kuali skills by in-

volving key resources in Kuali Student Release

2 and Kuali Student Release 1 implementation

projects; by using Kuali Rice to build applica-

tions; and by participating in the KRAD Rice

development team (this participation will

continue through to December 2012).

Clearly seeing the value of the community,

and its vision of software “by higher education

for higher education”, OpenCollab joined the

Kuali Foundation as a Commercial Affiliate in

November 2011. Shortly thereafter, in Janu-

ary 2012, OpenCollab organized and present-

ed the first ever official Kuali Financial System

Developer and User training in South Africa,

using the services of Implmentor (Jay Sissom)

and Damon Dorsey of Indiana University.

OpenCollab will also be presenting the first

KRAD training in South Africa in April 2012.

Internal projects include experimentation with

Kuali Mobile Enterprise.

One year in, OpenCollab proudly states that

their “Kuali skills measured in people have

grown to 19”. This lays the foundation for

OpenCollab to actively participate in Kuali

internationally and to execute on strategies

aimed at introducing Kuali to institutions

throughout South Africa. This growing Open-

Collab team incorporates Java developers, IT

Architects, Business Systems Analysts, Data-

base Administrators, Project Managers and

Project Advisors. Skills and experience cut

across systems design and architecture, devel-

opment, support, project management, train-

ing, integration, migration and implementa-

tion.

OpenCollab has a well established service

model for supporting geographically dispersed

clients, in remote areas. Operational systems

have proven very effective in overcoming the

challenges of distance, which have scaled well

to enable close collaboration with clients in

other time zones and locations.

OpenCollab is a brand that clearly expresses

a continued commitment to using collabora-

tive methods and open source technology to

deliver world-class services and best-fit solu-

tions. Its strength lies in the personal partner-

ships built with clients to ensure their success

in business.

To find out more, checkout their website!

OpenCollab joins the Kuali Foundation as the first African KCA

SS pot l ight pot l ight onon

Page 8

PP roject Newsroject News

Kuali Coeus

“Joining the

collaboration

list is a great

way to become

an active part

of the Kuali

Coeus

community!”

Kuali Coeus (KC) 3.2 was re-

leased in December 2011. This

internal release includes the

remaining IRB Catch-up work

to meet equivalency with

Coeus 4.5. It also provides a

preview of several new mod-

ules including Conflict of Inter-

est, Subawards, Negotiations,

and Report Tracking.

KC 4.0 will also be released as

an internal release and is cur-

rently scheduled for comple-

tion in March 2012. The prima-

ry objective for KC 4.0 is to

provide a version of KC that

runs with the latest version of

Rice (Kuali Rice 2.0.1). This

release will also include com-

pletion of the Subawards, Ne-

gotiations, Report Tracking,

and Conflict of Interest mod-

ules.

KC 5.0, scheduled for release

in May 2012, will be the next

public release of Kuali Coeus.

KC 5.0 will be the version of

KC that is functionally equiva-

lent with the Coeus 4.5 re-

lease. New features will in-

clude the IACUC module, BIRT

reporting, and conversion

scripts for schools converting

from Coeus to Kuali Coeus.

KC 5.0 will run with Rice ver-

sion 2.1 including integration

with the new Kuali Rules Man-

agement System (KRMS) for

managing workflow and busi-

ness rules. KC 5.0 is consid-

ered the “golden” release of

Kuali Coeus with a large num-

ber of implementations planned

over the next two years and

beyond.

New Internal Release—Kuali Coeus 3.2

We’re happy to report that

many Kuali Coeus implementa-

tions are underway! A list of

KC implementation plans can

be found at our website.

These implementations are

active and great discussions are

taking place on the KC imple-

menters collaboration lists. The

true functional and technical

experts on Kuali Coeus partici-

pate in these discussions and

share their answers with every-

one.

If you’re interested in joining

one of the KC collaboration

lists, you can find out more at

http://www.kuali.org/kis/collabs.

Please note that you will need

to create a Kuali Information

System (KIS) account to join

and begin participating. To

create this account, follow this

step-by-step guide. Joining the

collaboration lists is a great

way to become an active part

of the Kuali Coeus community .

Member Schools’ Implementation Now Underway!

Kuali Coeus

KFS

Kuali Mobility

Kuali OLE

KPME

Kuali Ready

Kuali Rice

Kuali Student

and MSU. KMM provides

storehouse, inventory, vendor

catalog and punch out function-

ality. MSU has implemented

the first version of KMM which

i n c l u d e s s t o r e h o u s e ,

inventory and catalogs .

For more information about

KFS, see their webpage.

University of Hawaii is in col-

laboration with Michigan State

University and UC Davis to

enhance the Kuali Materiel

Management (KMM) module,

which was developed by UCD

“KMM

provides

storehouse,

inventory,

vendor catalog

and punch out

functionality”

Page 9 March 2012 PROJECT NEWS

KFS will be releasing version

5.0 in the near future. This

version of KFS is compatible

with Rice 2.0. Rice 2.0 is our

backwards compatibility ver-

sion of our middle-ware that is

critical for the maintainability of

all Kuali products. In addition

to bug fixes and enhancements

completed by the project team,

KFS 5.0 will include many bug

fixes and enhancements con-

tributed by partner institutions,

just as versions 3.x and 4.x did.

New Release

KMM

Kuali Financial System

munity members. The app

showcased some of the greater

functionality of Mobility, includ-

ing a Google Maps integrated

map of Indianapolis and the live

Twitter stream for #kd2011.

We’re excited to see what

Mobility has in store for Kuali

Days 2012 in Austin!

The app is still available for

download, in case you missed

it. You can also explore the

app from any computer. For

more informaiton, checkout

http :/ /m.kua l i .org /kd2011/

conference.

One of the highlights of Kuali

Days 2011 was the Mobility

app, which brought the

KD2011 program to our smart

phones. It was easy to sort the

schedule by day or project

track and to read about all of

the great offerings. There was

also a list of attendees to help

network with other Kuali com-

Kuali Mobility

KFS welcomes Ailish Byrne as

the KFS Project Manager. Ai-

lish comes to us with extensive

knowledge of KFS as a Devel-

opment Manager at Indiana

University and she provided

several years of development

leadership to the KFS 3.0 re-

lease. In addition, her team is

responsible for Indiana Univer-

sity's KFS implementation.

Welcome Ailish!

Page 10

Kuali OLE

“Version 0.03

provides partners

and potential

partners with

insights to the

functionality

being

developed.”

Kuali OLE successfully de-

ployed its first test release,

version 0.03, at Kuali Days in

November. Version 0.03 pro-

vides partners and potential

partners with insights to the

functionality being developed.

To access the test drive and

driver's manual, please go to

http://kuali.org/test-drives and

scroll down to Kuali OLE. A

centerpiece of this release is

the document store utilizing

SOLR and Lucene technology.

Kuali OLE is now working on

Release 0.6, scheduled for

April, 2012. This is an internal

release focusing on several key

architectural items, including an

upgrade to KFS 5.0, a Rice 2.0

POC, and substantial work on

Patrons and bibliographic edi-

tors. Version 0.8, which will

include substantial coding for

key library business processes,

is scheduled to be released late

in the summer to be ready for

Kuali Days in October.

Public Test Release Delivered

Kuali OLE recently added new

members to the core team.

Daniel Sweeney has joined as a

Business Analyst. He comes to

us from Ex Libris, and the OLE

community is delighted to have

him. Nora Roggeveen-Sams

has joined the team as a Junior

Business Analyst and will be

assisting Kathy Gerdink and

Daniel Sweeney. While not a

new face to OLE, Jain Waldrip

has moved from part-time to

full-time, assisting Richard

Slabach with Quality Assur-

ance.

New Project Team Members

KPME

The KPME project team fin-

ished off 2011 with some signif-

icant accomplishments, as well

as a solid plan for the future of

KPME. September

brought the first re-

lease of KPME 1.0 –

Time and Attendance

and the team was rec-

ognized at Kuali Days 2011

with KPME Chopsticks!

December marked our second

release, KPME 1.1, providing

enhancements as well as bug

fixes to Time and Attendance.

Additionally, implementations

are underway with Indiana

University leading the way

targeting a Summer

2012 implementation.

Interested in KPME

Time and Attendance?

Give it a try at our website!

First (and Second) Release Delivered

Page 11 March 2012 PROJECT NEWS

Kuali Ready was written by

higher education, for higher

education. Subscribers range

from large university systems,

to large and small universities

as well as small colleges. The

tool scales well for any size

institution. It utilizes a self-

guided method that minimizes

the need for training and detail

is kept at an appropriate level,

consistent with higher educa-

tion’s needs.

Kuali Ready, the Kuali Founda-

tion's first hosted service, con-

tinues to generate a great deal

of interest in the higher educa-

tion community. We have 75

current subscribers with many

more in the decision phase.

Kuali Ready

KPME cont’d

Development on KPME 1.5,

which will add a Leave Manage-

ment module, is in full swing

and is targeted for a Summer

2012 release. The Leave Man-

agement Module is designed to

allow institutions and their

employees to accrue, request,

report and track the use of

benefit time (e.g. Vacation, Sick,

etc.) for exempt and non-

exempt faculty and staff. For

details on what is included in

Leave Management, take a look

at our wiki site. In addition to

the release of Leave Manage-

ment, KPME 1.5 will be deliv-

ered using Rice 2.0.

Requirements gathering has

started for the third module

planned for KPME, Position

Management. Functional Coun-

cil members and subject matter

experts have been meeting to

hammer out scope and re-

quirements. For a high level

plan with target delivery dates

for the entire KPME project,

check out the KPME documen-

tation.

KPME welcomed Colorado

State University to the project

as a Supporting Partner in Janu-

ary. If you are interested in

joining KPME, or would simply

like to find out more about our

project, please contact KPME

Board Chair, Maury Hope at

mmhope@iastate.edu.

Development News

Since the last newsletter, Kuali

Ready has received nine new

subscribers:

University of British Co-

lumbia (Canada)

Unified Services University

of the Health Sciences

University of Massachu-

setts System Office

University of Massachu-

setts Boston

University of Massachu-

setts Dartmouth

University of Massachu-

setts Lowell

California Institute of

Technology

Sonoma State University

The George Washington

University

As of the end of February

2012, there were 75 subscrib-

ers and we are receiving prod-

uct inquiries on an ongoing

basis. Twelve demonstrations

were presented to potential

subscribers since the last news-

letter, along with demonstra-

tions of the tool’s capabilities

to the nine new subscribers,

resulting in their subscription.

Kuali Ready not only has a

domestic user base, but also

includes international users in

Canada and Australia with oth-

er potential international and

domestic users in discussion.

New Subscribers

For more information about our continuity planning tool for higher education, please visit our site at

http://kuali.org/ready.

For a Ready Demo

“the Kuali Foundation’s

first hosted service

continues to generate a

great deal of interest in

the higher education

community”

Page 12

Kuali Rice

For more

information, please

visit the team's

public wiki space

After two years of work and

over 1300 Jiras addressed, Rice

2.0 was released on 2/24/12.

The Rice team worked tire-

lessly in the face of enormous

scope and large change to build

a new foundation upon which

to build the next generation of

Kuali applications and more.

The Kuali Rice community has

supported this work through

code contributions, participat-

ing in the beta test, and work-

ing with the Rice team on de-

sign and review of various com-

ponents. This has truly been a

community effort!

The primary architectural goal

for this release of Rice is to

position the platform for cross-

version service compatibility

moving forward. With the in-

crease in the number of appli-

cations (both internal and ex-

ternal to Kuali) that are inte-

grating with the Kuali Rice

middleware platform, the ability

to provide for compatibility

across different versions of

Kuali Rice has risen to the fore-

front within the community as

a critical need.

The end result is a platform on

which institutions can build

applications without worrying

about major forced upgrade

paths for all integrated applica-

tions whenever they deploy a

new release of Kuali Rice. An-

other major effort that was

undertaken in support of com-

patibility work was improving

the modularity of the various

components of Kuali Rice.

In addition to the architectural

efforts supporting compatibility

and modularity, Kuali Rice 2.0

introduces two new major

modules: Kuali Rapid Applica-

tion Development (KRAD) and

Kuali Rule Management System

(KRMS). Through close collab-

oration with other Kuali pro-

ject teams, KRAD and KRMS

are already changing the way

applications look and feel as

well as how business rules are

implemented.

View more about the new &

changed functionality, useful

links, and access the upgrade

guide in the Release Notes and

try out Rice 2.0 on our test

drive/demo site. Or go straight

to the release by downloading

a t h t tp : / / ku a l i . or g / r i c e /

download or accessing the files

in our maven repository.

Rice 2.0 Released

Currently the Rice team is

working in close collaboration

with the KC and KFS teams on

their Rice 2.0 upgrades and bug

fixes for the Rice 2.0.1 release.

In parallel, work is continuing

on performance testing and

small features for the Rice 2.1

release, as well as KRAD en-

hancements and analysis for

OJB replacement for Rice 2.2.

Collaboration work with KS is

also in process as they look at

enhancing the KRMS to meet

their rules management needs.

In a collaborative effort with

Internet2, Jasig, and a few inter-

ested universities, the Kuali

Rice team has worked to forge

a partnership that will identify

any existing gaps in the open

source Identity and Access

Management (IAM) space and

will build virtual project teams

to deliver the necessary solu-

tions. The end result would be

a collection of IAM products or

services that can be used in a

multitude of combinations,

based upon the needs of an

institution or organization.

The following work streams

have been identified as most

pressing and will be the initial

focus of the partnership: Identi-

ty/Person Registries, Access

Management, Provisioning and

Authentication. In an effort to

expedite these solutions, both

the Kuali Rice and the Inter-

net2 Board have jointly funded

the hiring of a combined Uni-

con/rSmart consultant team,

the result of a public RFQ pro-

cess. The goal of this multi-

month engagement is to build a

comprehensive business justifi-

cation aimed at interested ex-

ecutives at institutions across

the nation, and potentially the

world, articulating the value of

contributing to such a partner-

ship. The business justification

is expected to be completed by

the end of April 2012.

Other News

“This has truly

been a

community

effort!”

Page 13 March 2012 PROJECT NEWS

Kuali Student

Kuali Student released Curricu-

lum Management 1.2 this No-

vember. This second release

builds upon the innovative cur-

riculum management capabili-

ties of the first release, which

included integrated manage-

ment of courses, programs, and

learning objectives.

We’re happy to report that five

schools are implementing and

four schools are taking steps

towards implementation.

University of Maryland is wind-

ing down much of their imple-

mentation work, and looks

forward to bringing back to the

project some of their “lessons

learned,” as well as some of

their tools for helping to clean

and upload legacy data.

University of California, Berke-

ley, has also seen big advances

in their implementation project.

To see a demo of their work

so far, checkout this short

video on YouTube.

Curriculum Management 1.2 Released Nov. 2011

After the completion of our

extensive business require-

ments review process, Kuali

Student has begun the develop-

ment of our Enrollment Mod-

ule. To accelerate the develop-

ment of our software, we are

taking a new “parallel delivery”

approach, with a handful of fully

staffed delivery teams across

Kuali Student partner schools

around the world. Right now,

we’re making sure all of our

teams are fully staffed and be-

ginning to plow through the

first milestones.

For more information about

the Enrollment module, check-

out our website, or you can

watch a set of trainings on

YouTube. These trainings cov-

ered such topics as an over-

view of the Kuali Student pro-

ject, the enrollment environ-

ment, course and course offer-

ings, programs and program

offerings, holds, exemptions,

academic record, academic

planning, and the role of Uni-

versity of Washington’s MyPlan

in Enrollment’s development.

Enrollment Module Coding Begins

The Kuali Student is partnering

with two other efforts to sup-

plement current development

and accelerate the delivery of

the software, University of

Washington and Sigma Sys-

tems.

We’re happy to announce the

partnership of the Kuali Stu-

dent Project with Sigma Sys-

tems, a company who has for

decades been building student

financial applications for Higher

Education. Sigma is graciously

donating their extensive intel-

lectual property in this field as

well as much time and re-

sources to help develop the

Kuali Student Accounts mod-

ule. University of Maryland,

College Park and University of

Southern California will be

contributing resources to this

effort and working closely with

Sigma’s team during a two

Phase process. Sigma will col-

laborate with Kuali Student to

take the schools’ business re-

quirements and build out the

basics of the KSA module.

Sigma has finished the initial

steps of Phase I, the gathering

of business requirements from

their target institutions for KSA

-Receivables Management, as

well as the gathering of input

from other Kuali Student part-

ners.

We look forward to seeing

what comes of our partnership.

Kuali Student Project Collaboration

“Sigma is

graciously

donating their

extensive

intellectual

property in

this field…”

Page 14

KS cont’d

The University of Washington

(UW) is working closely with

Kuali Student to develop an

academic planning tool called

MyPlan within the Kuali tech-

nical stack. By leveraging the

Kuali Student and Rice plat-

forms, the UW is able to ad-

dress critical systems gaps that

will immediately improve the

student experience while also

contributing to completion of

the KS Enrollment Module..

MyPlan will be released in pro-

duction at the UW in August

2012 and contributed back to

community via the KS Contri-

bution Model prior to the first

release of the Enrollment Mod-

ule. The MyPlan project has

been an early adopter of

KRAD, stretching its capabili-

ties, contributing feedback and

sharing lessons learned. The

MyPlan team has been particu-

larly appreciative of the collab-

orative spirit of both the Rice

and KS project teams.

For more information on My-

Plan, checkout their website.

An excerpt is included below:

Coming Summer 2012, UW

students will have a new online

tool to help with the planning

needed to declare a major or

apply to graduate under a recent-

ly funded project to modernize

student academic planning.

“MyPlan” will enable students to

chart a single quarter or multi-

year academic plan, map out

courses of interest, explore aca-

demic scenarios (such as what

happens if they change majors)

and assess their progress towards

a c a d e m i c r e q u i r e m e n t s .

Video

Jill Yetman of University of

Washington graciously gave

two MyPlan sneak-peak

demonstrations for the Kuali

Student community, showcas-

ing UW’s initial progress.

Recordings of these demos can

be found on our Kuali Founda-

tion’s Youtube channel.

Jill’s demo for training module 6.

Jill’s demo for the Func-tional Council

University of Washington’s MyPlan

You don’t have to wait for the newsletter to

hear about what’s going on with Kuali Student.

Check us out online!

Friend us on Facebook

Follow us on Twitter

Read our blog

Watch us on YouTube

Join our mailing list

Email us at ks.info@kuali.org

Keep in Touch!

“a new online

tool to help with

the planning

needed to

declare a major

or apply to

graduate…”

Page 15 March 2012 EVENTS

EE VENTSVENTS

Of course you know

about Kuali Days. But have you heard about all

the other great events that

Kuali Community members

are attending?

Kuali Community Events

Jasig-Sakai

Conference 2012

Submit a proposal

Conference Site

June 10-15

Atlanta, Georgia

EDUCAUSE ENT

Conference 2012

Conference Site

May 16–18, 2012

Indianapolis, Indiana

Internet2 2012

Conference Site

Arlington, Virginia

April 22-25

eThority Webinar

“Maximize Your Kuali Investment with

User-Obvious Analytics”

April 12th | 1pm

VitalAnswers@eThority.com

AACRAO 2012

Conference Site

April 1-4, 2012

Pennsylvania Convention Center

Philadelphia, Pennsylvania

ACUTA Conference 2012

See Kuali Mobility receive their award!

Conference Site

April 29–May 2, 2012

Indianapolis, Indiana

Other Community Events

Kuali Coeus User Conference 2012….16

Kuali Days 2012……………………….17

Kuali Community Workshop…………17

Page 16

“There will be panel

discussions,

presentations, and

even a technical boot

camp…”

Kuali Coeus User Conference 2012

For more information:

Online program

Hotel and registration

information

Technical Boot Camp

registration

Top 10 Reasons to Attend the KC Users Conference 10. The KC User Conference is THE place to share innovations and ideas.

9. The KC User Conference is being held in beautiful Atlanta, Georgia.

8. Impress your friends and family with new information and knowledge

about open source electronic research administration!

7. Pick up tips and tricks regarding your KC implementation.

6. The KC User Conference is only an eight-hour drive from Disney World.

5. Gives you a chance to meet Dan Dwyer in person!

4. Looks good on your resume.

3. Attending the Sunday Demonstrations is a great opportunity to get in-

depth information on specific KC modules.

2. Attending the KC User Conference gives you the opportunity to remove it

from your ‘Must-Attend-Conferences-Bucket-List”.

1. And the #1 reason to attend the KC Users Conference is that it provides

you with the opportunity to win an iPad (IF you attend the final plenary

session)!!

The Kuali Coeus Project is proud to announce their User Conference, “Together

Toward Tomorrow” in Atlanta, April 22nd-27th. Experienced institutions and inter-

ested beginners will gather to discuss this great open source software for electronic

research administration. There will be panel discussions, presentations, and even a

technical boot camp.

Page 17 March 2012 EVENTS

Kuali Community Workshop 2012

At KCW, our projects gather for an intense week of work, maximizing our face-to-face time - one of only two annu-al opportunities we have for this sort of interaction.

We hope to polish some of our latest ideas and brain-storm some new big ideas for higher education. It will be great to see old friends and make new ones!

Our Kuali members are gathering once again for our spring Community Work-shop. This year we’re all traveling to Atlanta, Georgia before the summer heat sets in!

In Indianapolis, we were

pleased to announce the

plans for Kuali Days

2012!

We will be at the Hilton

in Austin, TX from Octo-

ber 14-16 for another

great event.

Keep an eye on the Kuali

Days event page as we

release more details...

Kuali Days 2012

See you in Austin, Texas!

Page 18

RR ecognition and awardsecognition and awards

Golden Chopstix

Jonathan has consistently contrib-

uted his time and effort to the

Kuali community - from KFS

development to Rice contribu-

tions to infrastructure contribu-

tions and collaboration to con-

sulting with outside projects such

as Kuali Stores, CGB, Travel,

assisting implementers when they

have issues, etc. He has done

this, at times, out of his own

initiative or because he is a per-

son that people request for his

knowledge. He rarely ever turns

anyone away. He has been doing

this since he was a KFS 3.0 devel-

oper back in 2008.

Jonathan Keller—2012 Award Winner

Jerry has been instrumental to

the success of Kuali since the

project began. He began his

work on the Kuali Financial Sys-

tem, acting as a major contribu-

tor to the Kuali Nervous System

(KNS) framework, which allowed

the KFS project to build out its

functionality quickly and efficient-

ly. He continued his work and

dedication to the KFS project as

a developer and development

manager until he transitioned

over to the Rice team in 2010.

Since joining the Rice team, he

has been an integral part of the

Kuali Rapid Application Develop-

Jerry Neal—2012 Award Winner ment (KRAD) sub-project as

KRAD Architect and ensuring

that all pro-

ject needs are

met as the

KNS has been

redes i gned .

In his spare

time, Jerry

also works

tirelessly for

Kuali by help-

ing with im-

plementations, designing market-

ing materials, and working with

implementers on performance

issues. Jerry's expertise, vision of

what Kuali can be, and passion

for the work we do across pro-

j e c t s a n d

across the

community is

inspiring and

has made a

s i g n i f i c a n t

mark. You

would be hard

pressed to find

anyone who

has worked

harder or cared more for this

community for the past 7 years!

Community source

software is rewarding... From our Golden Chopstix winners to

Mobility’s award winning software, big

things are happening in the

Kuali Community.

The “Golden Chopstix” award is the highest honor in the Kuali Community. It

acknowledges the LIFETIME ACHIEVEMENT and Commitment to the Kuali Com-

munity of those who receive it. This year, Kuali honors:

Page 19 March 2012 RECOGNITION AND AWARDS

Kuali Mobility—ACUTA Award

CONGRATULATIONS to the Kuali Mobility Team! They received an Honora-ble Mention in Large Size Institutions from ACUTA* for their work on the IU Mobile app! The team will receive an Honorable Mention cer-tificate, to be presented

at the 41st Annual Con-ference & Exhibition in Indianapolis at the JW Marriott on May 1st. *ACUTA = The Associa-tion for Information Com-munications Technology Professionals in Higher Education

ACUTA Conference 2012 See Kuali Mobility receive

their award! Conference Site

April 29–May 2, 2012 Indianapolis, Indiana

Congratulations to the Mobility Team

Congratulations to all of our

Kuali award

winners!

Kuali Foundation

Cyberinfrastructure Building

2709 E. 10th St.

Bloomington, IN 47408

Phone: 812-856-4244

E-mail: help@kuali.org

Facebook: Kuali Foundation

Twitter: @Kuali_Feeds

The Kuali Foundation is a non-profit organization that coordinates the efforts of colleges and universi-

ties to sustain and evolve administrative software that meets the needs of all sizes of higher education

institutions, from small colleges to large research universities. The Kuali Foundation began in 2004 as

a cooperative effort among partners with a grant from the Andrew W. Mellon Foundation to develop

an open-source, community-owned financial system. Success with joint development of the Kuali Fi-

nancial System has led to additional pooled investment projects, including Kuali Coeus for Research

Administration, Kuali Student, Kuali Rice, Kuali Open Library Environment, Kuali People Management

for the Enterprise, Kuali Mobility, and Kuali Ready, with coordination by the independent, not-for-

profit Kuali Foundation Inc. The software developed by Kuali projects is available, without fee, for

anyone to use or modify under the Educational Community License.

Kuali Members have influence

on the future of the organiza-

tion through voting for board

of directors and, when re-

Kuali Membership is the means

for any college, university,

commercial, and other not-for-

profit organization to get in-

volved in sustaining and evolv-

ing the Kuali software.

Kuali membership dues pays

for staff and resources to over-

see the Foundation and pro-

jects current and future.

The software of Kuali projects

is under the Educational Com-

munity License and is available

to anyone for any use or modi-

fication WITHOUT a fee.

However, membership in the

Kuali Foundation is an oppor-

tunity for organizations to influ-

ence the development and

direction of the Kuali commu-

nity.

sources are also tendered to

projects, to influence the Kuali

project priorities.

To find out more, checkout

our website!

Become a Member and See Where Kuali Can Take You!

...for higher education, by higher education...

Check us out

kuali.org

Indiana University, a

Founding Member of Kuali