UMD CM 2012 - One Institutions Experience

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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
University of Maryland

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
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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
2
Project Introduction

Team based in College Park, MD, South Africa, and
Vancouver, BC
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
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)
3
Organizational structure
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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*
4
Development Methodologies

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
5
Project Timeline
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Major Milestones
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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
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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)
6
What is it like being live
 Fantastic
 Busy
 Tedious
 Slow
 Tenuous
 Hectic
 Chaotic
 Amazing
7
Where We Came From – Course Proposal
8
Where We Came From – Course Lookup
9
Public Site – www.testudo.umd.edu/ks
10
Summary of Major areas of Work


Data work – mapping, clean-up, loading

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Authorization setup

Retire a course
Localization
 UI
 Syntax
 Fields
Workflow
Rules
 Configuration – types, categories
 Data entry
11
Lessons Learned – Management

Management
 Operations + Development = Less Sleep

Be Flexible
 Communication and coordination with functional stakeholders

is key
Set manageable (small) scope
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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
12
Lessons Learned – Functional

Functional
 Data work is a huge effort – start early
 Sometimes you don't know enough to make the decisions
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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
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“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
13
Lessons Learned – Technical

Technical
 Development Methodologies
 Development Environment Setup
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Development Tools (Confluence, Jira, Bamboo)
Local Overlay Project (Coding Environment)
Kuali Student 1.2.1
Server Environments
 Data Load Testing
 Authorization
 Running in Production
14
Local Development Environment
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Local Overlay Project
 KS 1.2.2 Base Dependency
 5 Local Sub Projects
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Umd-cm-cfg-dbs – DBs
• Baseline
• Developer Reference
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Umd-cm-impl – Impl Overrides
Umd-cm-rice – Rice Overlay
Umd-cm-ui – UI Overrides
Umd-cm-web – WAR Deploys
15
Development Tools - Confluence

Confluence – Wiki
 Functional Documentation

Design Specs
 Developer Documentation
16
Development Tools - JIRA

JIRA – Issue Tracking
 Functional Issue Tracking
 Technical Issue Tracking
17
Development Tools - Bamboo
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Bamboo– Continuous Integration
 Test Code Compilation
 Build Development Artifacts
 Test Data Load: UM->KS
 Test Deployment
 Test UI via Selenium
18
KS 1.2.2

“Special” Collaborative Patch Branch
 First Full Reference Implementation

Critical Issues Will Be Found
 Collaboration Between UMD, NWU, and KS
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Now running off a local copy of KS CM
 Waiting for contribution model to be finalized
19
Server Environments
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Dev
 Nightly Build – Full Data Load

Public
 Nightly Build – Reference Impex Load
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QA
 Manual Build – Full Data Load
 Duplicate of Production Env
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4 KS App Servers Running Parallel
Production
 Manual Build
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One Initial Load
Nightly Update Load
20
Data Load Testing
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
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
21
Authorization
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KS 1.1 & 1.2 Partially Implemented Authorization
Adding Standard UI Authorization framework
Finer grained permission checking
22
Running In Production

Have an effective QA process and try to stick to a
release schedule
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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
23
Questions?
Michelle Appel – [email protected]
Joe Drasin – [email protected]
Chris Mann – [email protected]
Garey Taylor – [email protected]
24
Appendix
25
DEMO (MA)
26
KS Landing Page (MA)
New color scheme, navigation menu moved
27
CM Landing Page (MA)
28
Create a Course – Course Information (MA)
Changes in headings,
configured & additional fields
29
Create a Course – Governance (MA)
Maryland data, constrained values
30
Create a Course – Course Logistics (MA)
Customized values
31
Create a Course – Course Requisites (MA)
New Rule Types
32
Where We’re Headed (MA)
33
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