Kuali Foundation

Kuali Rice Board Meeting

Kuali Endowment Group Meeting

Pre-Conference Workshop

Kuali Technical

James Smith, University of Arizona
Jerry Neal, Indiana University
Heather Stapleton, Indiana University

This pre-conference workshop will provide an overview of KFS from a technical perspective. We will discuss the system requirements and architecture, critical concepts and services, and customization mechanisms. This will be a hands-on session. We will download and configure the financial system, bootstrap the database, and run OLTP and batch processes. We will use any extra time to exercise the customization options together.

Separate registration fee is required and seats are limited. Details and on-site registration details available at the Conference Registration Desk. All attendees must bring their own laptop.

Kuali Days Welcome Reception

Come meet, greet, and make arrangements to go to dinner with your colleagues. (Inclement weather, Tennis Court Tent)

Open Opportunities and Collaboration in Higher Education

Diana Oblinger, EDUCAUSE President and CEO

Kuali represents a new collaborative model allowing colleges and universities to address their need for affordable administrative information services with open source software. Openness is a fundamental value of higher education--one shared by EDUCAUSE. The value of unfettered intellectual exchange finds expression in technologies, applications, and approaches that foster sharing, collaboration, and open access to knowledge and resources. Openness and collaboration may be the keys to addressing a spectrum of challenges facing higher education and society.

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Kuali Coeus Overview

Lori Ann M. Schultz, University of Arizona
Peter D. Asquith, Michigan State University
Andy Slusar, Cornell University

Kuali Coeus panel members will present the status of the KCRA project, timeline, individual Kuali Coeus modules, and our successes to date. We will take questions from participants, and hope to create a lively discussion to set the tone for the Kuali Coeus Functional and Technical tracks!

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Extended Attributes

Vince Schimizzi, Michigan State University
Laureen Thornhill, Michigan State University
Evelyn Portee, Michigan State University
Mike Criswell, Michigan State University

A powerful KFS feature, Extended Attributes provide the ability to add customized attributes to the system to meet an institution's unique needs. Learn how this is accomplished including configuration of the associated business rules and workflow routing. This is an advanced session, designed for both functional and technical attendees.

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Overview of Kuali Student (Functional & Technical)

Cath Fairlie, University of British Columbia
Richard Spencer, University of British Columbia

Kuali Student is a collaborative, community source project committed to the development of the next generation student services system that will surpass the capabilities available today. Attendees will learn about the Kuali Student vision, approach, plans, scope and progress to date for this exciting 5-year project. Also learn about the electronic Concierge application which will allow students to more simply create effective academic plans by anticipating their needs and offering them relevant choices.

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Break

Capital Assets

Shelley Pierce, San Joaquin Delta College
Boyd Shumaker, Michigan State
Theresa Cain, Indiana University

This KFS module, scheduled for Release 3, handles all aspects of maintaining capital asset records including depreciation.

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Overview of Kuali Student Technical Architecture

Leo Fernig, University of British Columbia

This session is an extension of the Kuali Student Overview presentation intended for attendees wanting more detail on the project's technical scope. Attendees will learn about the technical design of Kuali Student and how they can prepare to take advantage of its products in their future system plans. Kuali Student will be using Google Web Toolkit (GWT) for its UI development. This workshop will allow participants to learn about the key factors impacting the decision for the selection of GWT.

Getting a Head Start with the rSmart Kualifier on Sun – What You Need to Know

Tony Potts, rSmart
Jay Visvanathan, Sun Microsystems

This session will provide an overview of the Kuali/rSmart/Sun solutions from a technical perspective. We will discuss the system requirements, architecture, and components to deploy web services on your campus.

rSmart is the only Kuali partner that offers a complete pre-configured open source evaluation appliance for KFS - which will guide an institution through the technical and functional complexities. With the rSmart-Sun Kualifier, an institution will reduce operational and technical risks, increase IT productivity, speed time to deployment and increase evaluation efficiency.

Kuali Coeus Proposal: Kuali Coeus Release 1.0 is Proposal/Budget Development

Lisa Oliva, Michigan State University
Tyler Wilson, Colorado State University

Our subject matter experts will walk you through the functionality of creating and developing a proposal, and completing Grants.gov proposal submissions.

Purchasing/Payables – Part 1

Marilyn Kisters, Indiana University
Cathy Salino, Cornell University
Charlie Sinex, Indiana University

From end user requisition to purchase order to vendor payment – this KFS module does it all. Part 2 is scheduled for today, 2:15 PM in this same meeting room.

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Kuali Nervous System – Part 1

Brian McGough, Indiana University
Jerry Neal, Indiana University
Geoff McGregor, Indiana University

The Kuali Nervous System is used as the application development framework component of Rice that ties all of the Rice components together and allows for development of arbitrary functional applications. These two sessions will focus on describing the functionality offered in the KNS and how it can be used to build Kuali Rice based applications. This will be followed by a demonstration of some specific uses of the KNS that have been applied to build Kuali Financial System and Kuali Coeus documents and functionality. Part 2 of this session will be held today, 2:15 PM in this same meeting room.

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KFS – Capital Assets

Shelley Pierce, San Joaquin Delta College
Boyd Shumaker, Michigan State University
Theresa Cain, Indiana University
Bill Overman, Indiana University
Troy Fluharty, Colorado State University
David Lyons, NACUBO

Kuali Student Technical Review Meeting

Putting the Pieces Together – How the Modules Interact

Kim Yeoh, Cornell University
Evelyn Portee, Michigan State University

We've all heard the song that goes like this… "The foot bone's connected to the leg bone, the leg bone's connected to the knee bone, the knee bone's connected to the thigh bone…" This session explores many of the "connections" encountered in the KFS "body."

KS User Experience Methodology

Rachel Hollowgrass, University of California/Berkeley

Kuali Student is employing user-centered design methodologies as informed by the experience of other higher education, open source projects including Fluid, Sakai, and Open Cast. The Kuali Student project is incorporating user experience in its varied stages of research, prototyping, development and deployment. This session will outline the methodologies that Kuali Student is using for its user experience and user interface design.

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Inside rSmart

Chris Coppola, rSmart
Chuck Kensicki, rSmart

The contributions, capabilities, and accomplishments of a top Kuali commercial partner: rSmart is proud of its work in partnership with the Kuali community. We have the honor of participating in a broad array of activities with Kuali; everything from contributing to the governance of the community and the development of the code, all the way to guiding implementations and providing ongoing support for the leading early adopter institutions. Come learn about the client projects rSmart is a part of, the progress being made with regard to adoption and the services and support that we provide.

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Kuali Coeus IRB

Dan Dwyer, Cornell University
Ray Stinson, Cornell University

Kuali Coeus Release 2.0 includes the Institutional Review Board (IRB) module to support the submission, administration and review of protocols involving research with human participants. IRB business processes are highly regulated and require careful management of data and tracking of all proposed and approved actions. Our IRB experts will explain functionality from a broad research compliance perspective. This session will fit with the later Kuali Coeus research compliance session.

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KFS Data Mapping - Leveraging a new KFS 3.0 feature

Dirk Merkel, VivanTech

Many educational institutions know that field descriptions, field requirements, acceptable values, and other data are required to successfully map and populate the KFS database from their existing financial systems. The Functional Field Description and Data Mapping Field Definition features of the upcoming KFS 3.0 release will greatly simplify this task. In this session, these new KFS 3.0 Admin features will be introduced and a simulated data mapping exercise will be conducted.

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Kuali Enterprise Workflow – Part 1

James Smith, University of Arizona
Scott Gibson, University of Maryland

The Kuali Enterprise Workflow module is a core rice component that offers workflow capabilities for Kuali and non Kuali based applications. These sessions will focus in on Workflow functionality, where it currently stands, things that are in the future for workflow and how it is being leveraged by the Kuali Suite of applications. This will be followed by a demonstration of some specific uses of KEW and how it is applied within the Kuali Financial System, Kuali Coeus, and Kuali Student in the routing and approval of documents. Part 2 of Kuali Enterprise Workflow will follow this session at 5:00 PM in the same meeting room.

Syntel – Kuali Center of Excellence – A Sustainability Model for Kuali Clients

Sameer Arora, Syntel

The session will focus on Syntel's Center of Excellence Model for supporting universities through the Kuali lifecycle from implementation, deployment and maintenance. The session will present demos of Kuali add-ons and enhancements developed at the Syntel Kuali Center of Excellence. Syntel will present KFS Report Prototypes developed using open source Jasper Reporting Solution.

Service Offerings for Higher Ed (PDF)

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Kuali Enterprise Workflow – Part 2

(Prerequisite: Kuali Enterprise Workflow Part 1)

James Smith, University of Arizona
Scott Gibson, University of Maryland
Bryan Hutchinson, Cornell University

The Kuali Enterprise Workflow module is a core rice component that offers workflow capabilities for Kuali and non Kuali based applications. These sessions will focus in on Workflow functionality, where it currently stands, things that are in the future for workflow and how it is being leveraged by the Kuali Suite of applications. This will be followed by a demonstration of some specific uses of KEW and how it is applied within the Kuali Financial System, Kuali Coeus, and Kuali Student in the routing and approval of documents.

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Birds of a Feather: Migrating from FRS to KFS

Kuali Coeus Budget Development

Lisa Oliva, Michigan State University
Tyler Wilson, Colorado State University

Kuali Coeus Release 1.0 is Proposal/Budget Development. Our Proposal/Budget experts will continue the Proposal/Budget discussion with a detailed overview of Budget Development.

KFS Advanced Topics

Bill Overman, Indiana University
Damon Dorsey, Indiana University

Join two of the top KFS experts for an hour of exploration into some of the more advanced functionality of KFS. This advanced session is geared for functional staff directly involved in the implementation at their school.

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Kuali Identity Management (KIM)

Jonathan Keller, University of California/Davis
Scott Gibson, University of Maryland
Lin-Long Shyu, Indiana University

A technical look at Kuali's Identity Management solution called KIM. We will discuss the KIM design and API and how it is being used to manage users, groups, roles, and permissions in Kuali applications.

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Kuali Foundation Board Meeting

(Board members only)

KC Application Architecture

Andy Slusar, Cornell University

Bryan Hutchinson, Cornell University
Jack Frosch, Lead Developer, Kuali Foundation
Terry Durkin, Indiana University

The Kuali Coeus senior technical team members for KCRA will discuss the KCRA application architecture, the use of Rice in KCRA, extensions made to Rice for KCRA, the KCRA tool set and the KCRA development process. There will also be a discussion on implementing KCRA.

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In My Life – A Typical Day in the Life of a KFS User

Kymber Horn, University of Arizona
Barb Sutton, Cornell University
Nicole Rawleigh, Cornell University

This session will give attendees a glimpse of how the KFS eDocs are used to accomplish some of the most common day-to-day financial transactions. A great complement to the individual module sessions, A Day in the Life… will walk attendees through several scenarios from start (which eDoc to use) to finish (final approval of the document).

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KFS/Rice Implementation Panel Discussion

Jonathan Keller, University of California/Davis
Kevin McHenry, Colorado State University
Keiko Takahashi, rSmart Group
Mike Criswell, Michigan State University

A panel discussion for implementing schools to talk about their experiences and plans for implementing Kuali Rice and Kuali Financials at their institution.

Planning for a Successful Research Administration System Implementation

John Voloudakis, Huron Consulting Group
Matthew Staman, Huron Consulting Group

Planning For a Successful Research Administration System Implementation: Huron's Higher Education Technology practice specializes in assisting our clients with planning for and implementing pre and post award grants management solutions. Our presentation will highlight lessons learned from our previous experiences, helping attendees understand the critical success factors that will impact their implementation of Kuali's research administration tools.

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Kuali Coeus IACUC

Ray Stinson, Cornell University

Kuali Coeus is working with the Coeus Consortium on development of an IACUC module. This module represents new functionality for both groups. We will discuss IACUC status, and how the work we are doing now will result in an IACUC module.

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Labor Distribution Effort Certification

Marcel Villalobos, University of Arizona

Labor Distribution is the link between human resources and KFS. Effort certification will be added in Release 3.

Kuali Project Management

Cath Fairlie, University of British Columbia
Andy Slusar, Cornell University
Jim Thomas, Indiana University

A joint KFS/KRA/KS discussion of the tools, methodology and processes we use to coordinate and manage the Kuali development efforts. We will compare and contrast how these challenging projects are managed and coordinated. The presenters are the respective Project Managers for each project.

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Developing the Kuali Suite of Applications with GlassFish and my SQL

Manish Chopra, Sun Microsystems
Khaled Bizri, Sun Microsystems

This session will discuss the challenges of deploying the Kuali suite of applications into production, and show how deploying Kuali on Sun can alleviate those challenges.

Kuali Coeus Awards

Susan Mundt, University of Arizona
Renee Dolan, Michigan State University

Kuali-Coeus Release 2.0 includes Awards, the module for logging and administering incoming research awards and modifications, and preparing the award budget. Our Awards experts will provide a detailed overview of Awards functionality.

General Ledger

Bill Overman, Indiana University

General ledger processes include: year end, fiscal year and project to date balances, validation and error handling, encumbrances, special attributes and sufficient funds checking.

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Kuality Assurance

Kenton Hensley, Cornell University
Scott Heise, Indiana University

This is a joint session with representatives from KFS and KRA discussing the full Quality Assurance process, usability, accessibility, testing, licensing, etc.

Kuality Assurance

KFS Labor Distribution/Effort Certification

Marcel Villalobos, Indiana University
Kim Yeoh, Cornell University
John Hunter, Colorado State University
Nicole Rawleigh, Cornell University

Kuali Student Future Implementers

(by invitation only)

Kuali Coeus Conflict of Interest

Eric Swank, Indiana University
Stephanie Roberts, Indiana University
Carey Conover, Indiana University

Kuali Coeus is developing a module that will permit an institution to receive and manage outside financial interest disclosures from its investigators. The system will be designed to satisfy federal regulations on conflicts of interest, as well as unique state law requirements and other institution policies that may vary from institution to institution. The panel will review the planned functionality for this module that is currently under development.

The Road Less Chosen: Embarking on a Journey – Early Implementation Tales

Eric Lestinger, IBM
Mark Olson, IBM Global Business Services
Vince Schimizzi, Michigan State University

This past summer, Michigan State University began in earnest their KFS implementation efforts, and with support from IBM, they have started down the implementation path. This session will feature a discussion by the MSU KFS team and some of the supporting staff from IBM, focusing on their early observations on the implementation project. Come find out what the pioneers are learning, and ask them the many questions you are wrestling with as you contemplate implementing an open source application solution.

We now move from theory into practice and the reality promises to be quite exciting!

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Is "7 or 8 out of 10" Good Enough? – Campuses Consider Commercial ERP Versus KFS

Christina Richison, NITLE

NITLE (National Institute for Technology and Liberal Education) has been facilitating conversations among small, independent colleges and universities about ERP systems and the Kuali open-source software, KFS. At this session, we will report on these conversations which describe the opportunities and challenges faced by smaller colleges in adopting such open-source ERP. This report includes summaries of two recent meetings hosted by NITLE which concluded that the current state of ERP on smaller campuses is ripe for improvement, as the current services implementations are resulting in forced upgrades, tightly-coupled systems, high costs, and are not supporting directions (such as business analytics) important to campuses.

Kuali Coeus Lab – Awards

Susan Mundt, University of Arizona
Renee Dolan, Michigan State University

This lab will focus on KCRA Awards modules.

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Refreshment Break

KFS – Budget Construction

Susan Parrish, Indiana University
Stephen L. Keucher, Indiana University
Rich Andrews, University of California/Irvine
Kathie Egami, University of Hawaii
Damon Dorsey, Indiana University